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.

Thematic (Sector/Industry)

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§  The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses in the Consumer Discretionary Sector tend to be more impacted by these cycles.
 
§  Globally, the MSCI World Consumer Staples Index has generated a 2.7% dividend inclusive YTD return while regionally, the MSCI AC Asia Pacific Consumer Staples Index generated a 5.7% dividend inclusive YTD return. This compared to a 1.3% decline and 0.8% gain for the…
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§  The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses in the Consumer Discretionary Sector tend to be more impacted by these cycles.
 
§  Globally, the MSCI World Consumer Staples Index has generated a 2.7% dividend inclusive YTD return while regionally, the MSCI AC Asia Pacific Consumer Staples Index generated a 5.7% dividend inclusive YTD return. This compared to a 1.3% decline and 0.8% gain for the…




Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Just as Charoen's story is the country's most remarkable rags-to-riches tale, the Bhirombhakdi family which runs rival Singha Beer is the epitome of Old Money in Thailand. They made our list, because they now own a listed company in Singha Estate (formerly Rasa Property). The rankings ain't so high, but these guys are married to the richest actress in Thailand and will build the tallest building in Bangkok in the next four years. I'll take that for a dollar. We wouldn't recommend his stocks though.If Charoen wants to sell moonshine (fine, Chang Beer is legal but indulge me), someone's gotta play the Buchanans, and it might as well be Singha, Carlsberg's new partner in Thailand yo.

Just as Charoen's story is the country's most remarkable rags-to-riches tale, the Bhirombhakdi family which runs rival Singha Beer is the epitome of Old Money in Thailand. They made our list, because they now own a listed company in Singha Estate (formerly Rasa Property). The rankings ain't so high, but these guys are married to the richest actress in Thailand and will build the tallest building in Bangkok in the next four years. I'll take that for a dollar. We wouldn't recommend his stocks though.If Charoen wants to sell moonshine (fine, Chang Beer is legal but indulge me), someone's gotta play the Buchanans, and it might as well be Singha, Carlsberg's new partner in Thailand yo.

Thai-Coons Ep.5: Great Gatsby Bangkok-Style

Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer, hypermarkets, potato chips, and tissue. On top of that, he has huge properties in Singapore and Thailand. Not bad for a fourth-grader who used to collect bottle caps! Within the Group, we like Thai Beverage and Berli Jucker, his two flagships in Thailand. In this review, we also discuss the recent rumors around his future M&amp;A (Ticon) and a interesting deal unrelated to his group (KKP) that surfaced around the same time and what you should do about it. His TCC Group is incredibly diversified. His story is legend. Enjoy!

Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer, hypermarkets, potato chips, and tissue. On top of that, he has huge properties in Singapore and Thailand. Not bad for a fourth-grader who used to collect bottle caps! Within the Group, we like Thai Beverage and Berli Jucker, his two flagships in Thailand. In this review, we also discuss the recent rumors around his future M&amp;A (Ticon) and a interesting deal unrelated to his group (KKP) that surfaced around the same time and what you should do about it. His TCC Group is incredibly diversified. His story is legend. Enjoy!

Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron

<ul><li>Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.</li></ul><ul><li>
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…</li></ul>

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…

10 Biggest Volume Jumpers in August Spanned Seven Sectors

§ The 10 biggest SGX-listed F&amp;B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August. Japfa, Thai Beverage PCL and Jumbo Group were the strongest performers of the 10.§ The next 10 biggest SGX-listed F&amp;B plays average a market cap of S$153 million, and also averaged a 23% gain in the 2016 year through to 26 August. Food Empire Holdings and Katrina Group were the amongst strongest performers of the 10.§ Katrina Group was incorporated in 1995…

§ The 10 biggest SGX-listed F&amp;B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August. Japfa, Thai Beverage PCL and Jumbo Group were the strongest performers of the 10.§ The next 10 biggest SGX-listed F&amp;B plays average a market cap of S$153 million, and also averaged a 23% gain in the 2016 year through to 26 August. Food Empire Holdings and Katrina Group were the amongst strongest performers of the 10.§ Katrina Group was incorporated in 1995…

Singapore's Strongest Food & Beverage Stocks in 2016 YTD

Singapore

Thai Beverage Public Company Limited produces a wide range of branded beer and spirits in Thailand.

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Thai Beverage (THBEV SP)

Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks

§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...

Singapore Exchange Ltd (SGX)

Thai-Coons Ep.5: Great Gatsby Bangkok-Style

Just as Charoen's story is the country's most remarkable rags-to-riches tale, the Bhirombhakdi family which runs rival Singha Beer is the epitome...

Athaporn Arayasantiparb, CFA

Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron

Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer,...

Athaporn Arayasantiparb, CFA

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average...

Singapore Exchange Ltd (SGX)

Singapore's Strongest Food & Beverage Stocks in 2016 YTD

§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....

Singapore Exchange Ltd (SGX)

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