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.

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Real Estate Managers & Developers Led the STI in 2017 YTD

ASEAN Plays Poised to Gain from China&#39;s Belt & Road Initiative (OBOR)

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or practices, from disruption. Even the Singapore government has started to shift its career-advancement practices (<a href="http://www.straitstimes.com/singapore/civil-servants-no-longer-grouped-by-education-level" target="_blank">civil servants no longer grouped by educational level</a>) and the channels it propagates messages. 1. First, a headline that can't be missed:  On Wednesday (22 February), the Business Times headline screams: Signal goes out to struggling firms: Buck up -…

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or practices, from disruption. Even the Singapore government has started to shift its career-advancement practices (civil servants no longer grouped by educational level) and the channels it propagates messages. 1. First, a headline that can't be missed:  On Wednesday (22 February), the Business Times headline screams: Signal goes out to struggling firms: Buck up -…

Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It

Extending my point about more demanding transportation frameworks going forward (see <a href="https://www.smartkarma.com/insights/comfortdelgro-fy16-results-an-era-where-competition-hits-a-higher-gear" target="_blank" data-smartkarma-citation="insights:8719">ComfortDelGro FY16 Results: An Era Where Competition Hits a Higher Gear</a> ), the recent fire-bomb attack on Hong Kong’s MTR that left 19 injured signals increasing costs for transport operators. This article presents another reason why investors should sell MTR Corp, on top of points already provided by fellow insight provider Sameer Taneja in an earlier piece <a href="https://www.smartkarma.com/insights/mtr-66-hk-conviction-sell-thesis" target="_blank" data-smartkarma-citation="insights:7982">MTR (66 HK): Conviction Sell Thesis</a><h2>Security Costs to</h2>…

Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a Higher Gear ), the recent fire-bomb attack on Hong Kong’s MTR that left 19 injured signals increasing costs for transport operators. This article presents another reason why investors should sell MTR Corp, on top of points already provided by fellow insight provider Sameer Taneja in an earlier piece MTR (66 HK): Conviction Sell ThesisSecurity Costs to…

66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo &amp; Behold) and laundry. Many of their former employees have also gone on to be very successful, leading units of Aberdeen and RHB, but none of them is more famous than the former remeiser Peter Lim, who became a billionaire in his own rights through the Wilmar deal. Today, Peter Lim routinely shows up as one of Singapore's top ten tycoons and owns the pretty good Spanish football Valencia (currently ranked 17th on La Liga Spain). Though investments is not the key point of this short series, we highlight what some of our other colleagues feel about UOB and related companies today. Hint: It's not so cool these days yo.

After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo &amp; Behold) and laundry. Many of their former employees have also gone on to be very successful, leading units of Aberdeen and RHB, but none of them is more famous than the former remeiser Peter Lim, who became a billionaire in his own rights through the Wilmar deal. Today, Peter Lim routinely shows up as one of Singapore's top ten tycoons and owns the pretty good Spanish football Valencia (currently ranked 17th on La Liga Spain). Though investments is not the key point of this short series, we highlight what some of our other colleagues feel about UOB and related companies today. Hint: It's not so cool these days yo.

Singapore

Thomson Medical Group Limited is a real estate group with capabilities in planning, architecture, engineering, investment, and development. The Company primarily engages in real estate and infrastructure development, consultancy services, real estate management, and investment holdings.

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Thomson Medical Group Limited (TMG SP)

Real Estate Managers & Developers Led the STI in 2017 YTD

Singapore Exchange Ltd (SGX)

ASEAN Plays Poised to Gain from China's Belt & Road Initiative (OBOR)

Singapore Exchange Ltd (SGX)

Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...

Valerie Law, CFA

66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs

Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...

Valerie Law, CFA

UOB (Part 2):The Next Frontier

After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Real Estate Managers & Developers Led the STI in 2017 YTD

Singapore Exchange Ltd (SGX)

ASEAN Plays Poised to Gain from China&#39;s Belt & Road Initiative (OBOR)

Singapore Exchange Ltd (SGX)

Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...

Valerie Law, CFA

66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs

Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...

Valerie Law, CFA

UOB (Part 2):The Next Frontier

After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo...

Athaporn Arayasantiparb, CFA

ASEAN Plays Poised to Gain from China's Belt & Road Initiative (OBOR)