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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23 Companies Buyback Shares in Sep, Yanlord Commences Buybacks

Pure-Play Real Estate Broker APAC Realty Debuts on SGX

20 Largest China Plays Returned 27% in the YTD

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Equity Bottom-Up

<ul><li>Low price-to-sales, more attractive to analysts, and low debt levels relative to its sector</li><li>As a top-10 foreign-owned property developer in China by revenue, YLLG is focused on the growth regions of China, including the Pearl River Delta, now seeing improving market sentiment</li><li>YLLG has acquired new land in Nanjing, Shenzhen, Tianjin and Suzhou valued at more than US$1.5bn in 2016, which is expected to support YLLG’s future investments over the next five years</li><li>Trades at attractive 17CE* 0.8x PB, with higher ROE versus ASEAN Real Estate. YLLG has a solid balance sheet</li><li>Risk: Weaker than expected Chinese economy</li></ul>* Consensus Estimates

Low price-to-sales, more attractive to analysts, and low debt levels relative to its sectorAs a top-10 foreign-owned property developer in China by revenue, YLLG is focused on the growth regions of China, including the Pearl River Delta, now seeing improving market sentimentYLLG has acquired new land in Nanjing, Shenzhen, Tianjin and Suzhou valued at more than US$1.5bn in 2016, which is expected to support YLLG’s future investments over the next five yearsTrades at attractive 17CE* 0.8x PB, with higher ROE versus ASEAN Real Estate. YLLG has a solid balance sheetRisk: Weaker than expected Chinese economy* Consensus Estimates

YLLG: Singapore's Yanlord Grows as China Landlord

Singapore

Yanlord Land Group Ltd is a real estate development company. The Company develops high-end residential property projects in the Peoples Republic of China.

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Yanlord Land (YLLG SP)

23 Companies Buyback Shares in Sep, Yanlord Commences Buybacks

Singapore Exchange Ltd (SGX)

Pure-Play Real Estate Broker APAC Realty Debuts on SGX

Singapore Exchange Ltd (SGX)

20 Largest China Plays Returned 27% in the YTD

Singapore Exchange Ltd (SGX)

FTSE ST China Index up 18% in 2017 YTD

Singapore Exchange Ltd (SGX)

YLLG: Singapore's Yanlord Grows as China Landlord

Low price-to-sales, more attractive to analysts, and low debt levelsrelative to its sector As a top-10 foreign-owned property developer in China...

A. Stotz Investment Research

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