SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>STI Rebounds 5.2% in July, led by Seatrium & Keppel Corp The 5.2% gain on the month was the STI's strongest performing month since a 6.4% gain in November 2022, with the STI trading at March levels (below 3,150) in early July, then retesting February levels (above 3,350) in late July.  https://investors.sgx.com/_security-types/stocks/S51?lang=en led the STI constituents in July, gaining 12.8% while booking the highest net institutional inflow for the month at S$75.4 million.</li></ul>

STI Rebounds 5.2% in July, led by Seatrium & Keppel Corp The 5.2% gain on the month was the STI's strongest performing month since a 6.4% gain in November 2022, with the STI trading at March levels (below 3,150) in early July, then retesting February levels (above 3,350) in late July.  https://investors.sgx.com/_security-types/stocks/S51?lang=en led the STI constituents in July, gaining 12.8% while booking the highest net institutional inflow for the month at S$75.4 million.

STI Rebounds 5.2% in July, led by Seatrium & Keppel Corp

<ul><li>Actively traded high-turnover stocks in 2023 YTD This year, close to a quarter of Singapore’s 100 most actively traded stocks have registered double-digit percentage growth in daily trading turnover from their respective 2022 levels.</li><li>This saw the stock rank among the 85 most traded stocks so far this year, after ranking just outside the 170 most traded stocks in 2022.</li></ul>

Actively traded high-turnover stocks in 2023 YTD This year, close to a quarter of Singapore’s 100 most actively traded stocks have registered double-digit percentage growth in daily trading turnover from their respective 2022 levels.This saw the stock rank among the 85 most traded stocks so far this year, after ranking just outside the 170 most traded stocks in 2022.

Vibrant activity among top traded stocks on SGX

<ul><li>Within the Singapore stock market, Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul 18.</li><li>Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.</li><li>Overall, Singapore Exchange-listed stocks have booked S$2.8 billion of net institutional fund outflow and S 4 billion of net retail inflow in the 2023 year to Jul 18.</li></ul>

Within the Singapore stock market, Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul 18.Seatrium has been Singapore’s sixth most traded stock, while Sembcorp Industries has ranked among the 15 most traded stocks, up from ranking among the 30 most traded stocks in 2022.Overall, Singapore Exchange-listed stocks have booked S$2.8 billion of net institutional fund outflow and S 4 billion of net retail inflow in the 2023 year to Jul 18.

Taking stock of institutional and retail fund flows

<ul><li>Union Gas Holdings’ Teo Hark Piang ups stake to 8.05% Seatrium, Wilmar International, Singapore Airlines (SIA), UOL Group and DBS Group led the net institutional inflow for the five sessions.</li><li>With over 40 years of operating track record, Union Gas Holdings’ three key businesses comprise liquefied petroleum gas (LPG), natural gas, and diesel.</li></ul>

Union Gas Holdings’ Teo Hark Piang ups stake to 8.05% Seatrium, Wilmar International, Singapore Airlines (SIA), UOL Group and DBS Group led the net institutional inflow for the five sessions.With over 40 years of operating track record, Union Gas Holdings’ three key businesses comprise liquefied petroleum gas (LPG), natural gas, and diesel.

Union Gas Holdings’ Teo Hark Piang ups stake to 8.05%

<ul><li>REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year to date till Jun 8, slightly underperforming the iEdge S-Reit Index which gained 0.8 per cent.</li><li>Aside from Keppel DC Reit, STI constituents – Mapletree Industrial Trust and CapitaLand Ascendas Reit also have exposure to Singapore data centres.</li></ul>

REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year to date till Jun 8, slightly underperforming the iEdge S-Reit Index which gained 0.8 per cent.Aside from Keppel DC Reit, STI constituents – Mapletree Industrial Trust and CapitaLand Ascendas Reit also have exposure to Singapore data centres.

REIT Watch – S-Reits in STI and its reserve list gain 4% this year

Singapore

Seatrium Ltd offers engineering solutions for the offshore, marine, and energy industries. The Company provides rigs and floaters, repairs and upgrades, offshore platforms, and specialized shipbuilding. Seatrium serves customers worldwide.

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Seatrium (STM SP)

STI Rebounds 5.2% in July, led by Seatrium & Keppel Corp

STI Rebounds 5.2% in July, led by Seatrium & Keppel Corp The 5.2% gain on the month was the STI's strongest performing month since a 6.4% gain...

Singapore Exchange Ltd (SGX)

Vibrant activity among top traded stocks on SGX

Actively traded high-turnover stocks in 2023 YTD This year, close to a quarter of Singapore’s 100 most actively traded stocks have registered...

Singapore Exchange Ltd (SGX)

Taking stock of institutional and retail fund flows

Within the Singapore stock market, Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul...

Singapore Exchange Ltd (SGX)

Union Gas Holdings’ Teo Hark Piang ups stake to 8.05%

Union Gas Holdings’ Teo Hark Piang ups stake to 8.05% Seatrium, Wilmar International, Singapore Airlines (SIA), UOL Group and DBS Group led the...

Singapore Exchange Ltd (SGX)

REIT Watch – S-Reits in STI and its reserve list gain 4% this year

REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year...

Singapore Exchange Ltd (SGX)

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