Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

<ul><li>Super Group, the Singaporean instant coffee and food manufacturer, has received a buyout offer from Jacob Douwe Egberts</li><li>Super has struggled since 2014 shortly after re-branding itself; Super's share price has fallen below a dollar from highs of SGD 2.40</li><li>The takeout offer of SGD 1.30 comes at a decent premium of 37% to Super's pre-announcement closing price of SGD 0.97</li></ul>

Super Group, the Singaporean instant coffee and food manufacturer, has received a buyout offer from Jacob Douwe EgbertsSuper has struggled since 2014 shortly after re-branding itself; Super's share price has fallen below a dollar from highs of SGD 2.40The takeout offer of SGD 1.30 comes at a decent premium of 37% to Super's pre-announcement closing price of SGD 0.97

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)

§ 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

<ul>
<li>Industry Associations see ongoing transformation of Singapore’s F&amp;B industry as manufacturers look towards innovation, growth, and internationalisation.</li>
<li>The 10 biggest Packaged Foods &amp; Meats stocks in Singapore have averaged a 12.6% total return in the year thus far. This compared to 10.1% for Asia Pacific’s biggest Packaged Foods &amp; Meats stocks and 8.9% for the world’s biggest Packaged Foods &amp; Meats stocks.</li>
<li>
<a href="https://www.smartkarma.com/entities/19714" target="_blank" data-smartkarma-citation="entities:19714:1">Delfi Ltd (DELFI SP)</a>, <a href="https://www.smartkarma.com/entities/15597" target="_blank" data-smartkarma-citation="entities:15597:1">Japfa Ltd (JAP SP)</a>, <a href="https://www.smartkarma.com/entities/20972" target="_blank" data-smartkarma-citation="entities:20972:1">Super Group Ltd (SUPER SP)</a>, <a href="https://www.smartkarma.com/entities/9051" target="_blank" data-smartkarma-citation="entities:9051:1">Yeo Hiap Seng Ltd</a>…</li>
</ul>


Industry Associations see ongoing transformation of Singapore’s F&amp;B industry as manufacturers look towards innovation, growth, and internationalisation.
The 10 biggest Packaged Foods &amp; Meats stocks in Singapore have averaged a 12.6% total return in the year thus far. This compared to 10.1% for Asia Pacific’s biggest Packaged Foods &amp; Meats stocks and 8.9% for the world’s biggest Packaged Foods &amp; Meats stocks.

Delfi Ltd (DELFI SP), Japfa Ltd (JAP SP), Super Group Ltd (SUPER SP), Yeo Hiap Seng Ltd…


Key Drivers of the Packaged Food Industry

Equity Bottom-Up

Melvin Teo is a seasoned troubleshooter who thrives on pressure.
Thirteen months ago, the veteran banker took on the role of Chief Executive Officer of Singapore-listed Yeo Hiap Seng Ltd because he was intrigued by the challenges facing the fast-moving consumer goods (FMCG) industry.
"Even now, I get calls from people asking: Am I here to dress up the company for a sale? Or is it time for me to return to banking after taking a year's break? The truth is actually very far from these scenarios," Teo said with a chuckle.
After more than 20 years in banking - almost half of that time with DBS Bank, handling functions ranging from front, middle and back office, Teo was contemplating the idea of a career switch.

Melvin Teo is a seasoned troubleshooter who thrives on pressure.
Thirteen months ago, the veteran banker took on the role of Chief Executive Officer of Singapore-listed Yeo Hiap Seng Ltd because he was intrigued by the challenges facing the fast-moving consumer goods (FMCG) industry.
"Even now, I get calls from people asking: Am I here to dress up the company for a sale? Or is it time for me to return to banking after taking a year's break? The truth is actually very far from these scenarios," Teo said with a chuckle.
After more than 20 years in banking - almost half of that time with DBS Bank, handling functions ranging from front, middle and back office, Teo was contemplating the idea of a career switch.

Yeo's Creates New Brews to Please Evolving Palates

Singapore

Yeo Hiap Seng Limited manufactures, distributes, and exports canned food, sauces, and non-alcoholic beverages.  Through its subsidiaries, the Company also rents beverage vending machines.  Yeo Hiap Seng develops and invests in properties.

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Yeo Hiap Seng (YHS SP)

Super Group: Instant Buyout

Super Group, the Singaporean instant coffee and food manufacturer, has received a buyout offer from Jacob Douwe Egberts Super has struggled since...

Crispin Francis

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)

Key Drivers of the Packaged Food Industry

Industry Associations see ongoing transformation of Singapore’s F&B industry as manufacturers look towards innovation, growth, and...

Singapore Exchange Ltd (SGX)

Yeo's Creates New Brews to Please Evolving Palates

Melvin Teo is a seasoned troubleshooter who thrives on pressure. Thirteen months ago, the veteran banker took on the role of Chief Executive...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)