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>Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional inflow, bringing total net inflows from the 15 trading sessions spanning Aug 30 (which included MSCI Index rebalancing) through to Sep 19, to S$1.2 billion.</li><li>Financial Services, Telecommunications, Industrials and REITs have led the net institutional inflow over the 15 sessions spanning Aug 30 to Sep 19.</li><li>Seatrium also bought back 1.17 million shares, taking the cumulative percentage of issued shares (excluding treasury shares) acquired on the current mandate to 0.37 per cent.</li></ul>

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional inflow, bringing total net inflows from the 15 trading sessions spanning Aug 30 (which included MSCI Index rebalancing) through to Sep 19, to S$1.2 billion.Financial Services, Telecommunications, Industrials and REITs have led the net institutional inflow over the 15 sessions spanning Aug 30 to Sep 19.Seatrium also bought back 1.17 million shares, taking the cumulative percentage of issued shares (excluding treasury shares) acquired on the current mandate to 0.37 per cent.

Institutions net buyers of Singapore stocks

<ul><li>Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 6 to 13, with S$523 million of net institutional inflow, following the S$328 million in net institutional inflow for the preceding five sessions.</li><li>Eight of the stocks also led the net institutional inflow over the preceding five sessions, with SATS and Singapore Airlines the exceptions.</li></ul>

Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 6 to 13, with S$523 million of net institutional inflow, following the S$328 million in net institutional inflow for the preceding five sessions.Eight of the stocks also led the net institutional inflow over the preceding five sessions, with SATS and Singapore Airlines the exceptions.

Net institutional inflows into Singapore stocks continue

Yangzijiang Shipbuilding / Equity Bottom-Up

<ul><li>Institutions were net sellers of Singapore stocks over the five trading sessions to Aug 1, with S$115 million of net institutional outflow, following the similar pace of S$95 million of net outflow for the preceding five sessions to Jul 26.</li><li>The five sessions to Aug 1 also saw 11 primary-listed companies conduct buybacks with a total consideration of S$6.4 million.</li><li>For context, in FY2023 and FY2022, the net profit attributable to shareholders came to S$8.3 million and $13.4 million, respectively.</li></ul>

Institutions were net sellers of Singapore stocks over the five trading sessions to Aug 1, with S$115 million of net institutional outflow, following the similar pace of S$95 million of net outflow for the preceding five sessions to Jul 26.The five sessions to Aug 1 also saw 11 primary-listed companies conduct buybacks with a total consideration of S$6.4 million.For context, in FY2023 and FY2022, the net profit attributable to shareholders came to S$8.3 million and $13.4 million, respectively.

Mapletree Logistics Trust chairman increases interest at S$1.31 per unit

<ul><li>Centurion CEO Kong Chee Min adds to interest at S$0.59 per share CapitaLand Investment led the buyback consideration tally, acquiring 8,312,600 shares at an average price of S$2.64 per share.</li><li>On Jul 4, Centurion Corp CEO Kong Chee Min acquired 115,000 shares, at an average price of S$0.59 cents per share.</li></ul>

Centurion CEO Kong Chee Min adds to interest at S$0.59 per share CapitaLand Investment led the buyback consideration tally, acquiring 8,312,600 shares at an average price of S$2.64 per share.On Jul 4, Centurion Corp CEO Kong Chee Min acquired 115,000 shares, at an average price of S$0.59 cents per share.

Centurion CEO Kong Chee Min adds to interest at S$0.59 per share

Alpha-Centric ESG Research

Kyle Rudden

Thematic (Sector/Industry)

<ul><li>Singapore's major banks – DBS, OCBC, and UOB – have set sector-specific emissions targets for indirect emissions related to financial activities, known as Scope 3 "financed" emissions.</li><li>Collectively, these sector targets span ten carbon-intensive sectors, represent S$200+ billion in corporate loan portfolios, and cover the majority of the banks' total financed emissions.</li><li>Financed emissions targets facilitate decarbonisation of emissions-intensive clients, reducing climate-related risks and creating opportunities for new and innovative financial products.</li></ul>

Singapore's major banks – DBS, OCBC, and UOB – have set sector-specific emissions targets for indirect emissions related to financial activities, known as Scope 3 "financed" emissions.Collectively, these sector targets span ten carbon-intensive sectors, represent S$200+ billion in corporate loan portfolios, and cover the majority of the banks' total financed emissions.Financed emissions targets facilitate decarbonisation of emissions-intensive clients, reducing climate-related risks and creating opportunities for new and innovative financial products.

Singapore Banks and Financed Emissions: DBS, OCBC, and UOB

Singapore

United Overseas Bank Limited provides a wide range of financial services including personal financial services, wealth management, private banking, commercial and corporate banking, transaction banking, investment banking, corporate finance, capital market activities, treasury services, futures broking, asset management, venture capital management and insurance.

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UOB (UOB SP)

Institutions net buyers of Singapore stocks

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional...

Singapore Exchange Ltd (SGX)

Net institutional inflows into Singapore stocks continue

Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning...

Singapore Exchange Ltd (SGX)

Mapletree Logistics Trust chairman increases interest at S$1.31 per unit

Institutions were net sellers of Singapore stocks over the five trading sessions to Aug 1, with S$115 million of net institutional outflow,...

Singapore Exchange Ltd (SGX)

Singapore Banks and Financed Emissions: DBS, OCBC, and UOB

Singapore's major banks – DBS, OCBC, and UOB – have set sector-specific emissions targets for indirect emissions related to financial activities,...

Kyle Rudden

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Institutions net buyers of Singapore stocks

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional...

Singapore Exchange Ltd (SGX)

Net institutional inflows into Singapore stocks continue

Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning...

Singapore Exchange Ltd (SGX)

Mapletree Logistics Trust chairman increases interest at S$1.31 per unit

Institutions were net sellers of Singapore stocks over the five trading sessions to Aug 1, with S$115 million of net institutional outflow,...

Singapore Exchange Ltd (SGX)

Centurion CEO Kong Chee Min adds to interest at S$0.59 per share

Centurion CEO Kong Chee Min adds to interest at S$0.59 per share CapitaLand Investment led the buyback consideration tally, acquiring 8,312,600...

Singapore Exchange Ltd (SGX)

Singapore Banks and Financed Emissions: DBS, OCBC, and UOB

Singapore's major banks – DBS, OCBC, and UOB – have set sector-specific emissions targets for indirect emissions related to financial activities,...

Kyle Rudden