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

Capitaland Integrated Commercial Trust / Equity Bottom-Up

<ul><li>In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%.</li><li>This was the strongest stock benchmark performance for the year across the Asia Pacific and Developed Indices, with the FTSE Asia Pacific Index and FTSE Developed Indices respectively declining 16.7% and 18.3% in total return.</li><li>N/A *does not include net institutional flow for MNACT; **price and total return from 14 July 2022; ***2021 total return from 20 September 2021; Source: SGX, Refinitiv, Bloomberg.</li></ul>

In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%.This was the strongest stock benchmark performance for the year across the Asia Pacific and Developed Indices, with the FTSE Asia Pacific Index and FTSE Developed Indices respectively declining 16.7% and 18.3% in total return.N/A *does not include net institutional flow for MNACT; **price and total return from 14 July 2022; ***2021 total return from 20 September 2021; Source: SGX, Refinitiv, Bloomberg.

STI Led Asia Pacific & Developed Stock Benchmarks in 2022

<ul><li>The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return.</li><li>Singapore’s 100 most actively traded stocks booked S$712 million of net fund inflow in November, with Banks, Consumer Cyclicals and the Telecommunication Sectors leading the net fund inflow, while the REIT, Energy and Healthcare Sectors booked the most net fund outflows.</li><li>The 100 stocks also booked S$712 million of net fund inflow in November, bringing the net fund inflow for the 100 stocks over the past 11 months to S$1.18 billion.</li></ul>

The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return.Singapore’s 100 most actively traded stocks booked S$712 million of net fund inflow in November, with Banks, Consumer Cyclicals and the Telecommunication Sectors leading the net fund inflow, while the REIT, Energy and Healthcare Sectors booked the most net fund outflows.The 100 stocks also booked S$712 million of net fund inflow in November, bringing the net fund inflow for the 100 stocks over the past 11 months to S$1.18 billion.

Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow

<ul><li>From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns.</li><li>The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.</li><li>This saw the Telecommunications, Banks, and Technology Sectors book the highest net fund inflows, proportionate to their respective current market capitalisation over the month.</li></ul>

From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns.The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.This saw the Telecommunications, Banks, and Technology Sectors book the highest net fund inflows, proportionate to their respective current market capitalisation over the month.

Sectors & Stocks That Led the Past Month's Net Fund Inflows

<ul><li>Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17, with S$139 million of net inflows.</li><li>On Nov 16, Dyna-Mac Holdings executive director and chief executive officer Lim Ah Cheng acquired 500,000 shares of the company at S$0.188 per share.</li></ul>

Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17, with S$139 million of net inflows.On Nov 16, Dyna-Mac Holdings executive director and chief executive officer Lim Ah Cheng acquired 500,000 shares of the company at S$0.188 per share.

Dyna-Mac CEO adds to stake at S$0.188 per share

<ul><li>The STI gained 5.4% over the past fortnight, recovering half of the declines posted between 13 Sep and 21 Oct.</li><li>This has brought the STI’s 2022-to-date total return to 4%, which compares to an 18% decline for the FTSE Developed Index and 21% decline for the FTSE Asia Pacific Index.</li><li>UOB was among the most defensive STI stocks between 13 Sep and 21 Oct, in addition to YZJ Shipbuilding, Genting SG, DBS, Emperador.</li></ul>

The STI gained 5.4% over the past fortnight, recovering half of the declines posted between 13 Sep and 21 Oct.This has brought the STI’s 2022-to-date total return to 4%, which compares to an 18% decline for the FTSE Developed Index and 21% decline for the FTSE Asia Pacific Index.UOB was among the most defensive STI stocks between 13 Sep and 21 Oct, in addition to YZJ Shipbuilding, Genting SG, DBS, Emperador.

Wilmar, Sembcorp Ind & Keppel DC REIT Led STI’s 2-Week 5% Partial Rebound 

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)

STI Led Asia Pacific & Developed Stock Benchmarks in 2022

In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%. This was the strongest stock...

Singapore Exchange Ltd (SGX)

Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow

The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return. Singapore’s 100...

Singapore Exchange Ltd (SGX)

Sectors & Stocks That Led the Past Month's Net Fund Inflows

From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns. The 100 stocks...

Singapore Exchange Ltd (SGX)

Wilmar, Sembcorp Ind & Keppel DC REIT Led STI’s 2-Week 5% Partial Rebound

The STI gained 5.4% over the past fortnight, recovering half of the declines posted between 13 Sep and 21 Oct. This has brought the STI’s...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

STI Led Asia Pacific & Developed Stock Benchmarks in 2022

In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%. This was the strongest stock...

Singapore Exchange Ltd (SGX)

Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow

The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return. Singapore’s 100...

Singapore Exchange Ltd (SGX)

Sectors & Stocks That Led the Past Month's Net Fund Inflows

From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns. The 100 stocks...

Singapore Exchange Ltd (SGX)

Dyna-Mac CEO adds to stake at S$0.188 per share

Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17,...

Singapore Exchange Ltd (SGX)

Wilmar, Sembcorp Ind & Keppel DC REIT Led STI’s 2-Week 5% Partial Rebound

The STI gained 5.4% over the past fortnight, recovering half of the declines posted between 13 Sep and 21 Oct. This has brought the STI’s...

Singapore Exchange Ltd (SGX)