SGX’s 10 Most Traded ETFs in 1H2020
Singapore’s Most Defensive Stocks in 1H20
SSFs Provide Means to Trade Big Consumer Plays Versus the Index
Two of the Single Stock Futures launched on 15 June are based on two of ASEAN’s biggest non-cyclical consumer stocks – Wilmar Int and Thai Beverage. With sector-specific drivers among other factors, the two stocks outpaced Singapore Indices over the past five sessions.
Three REIT ETFs Clock Steady Gains in Monthly Turnover
Five Most Traded Manufacturers Beat the STI in 2020 YTD
Singapore’s five most traded stocks with a manufacturing focus – YZJ Shipbldg, Wilmar, ST Engg, Venture and AEM – have all performed stronger than the STI in the 2020 year to 16 June, with total returns ranging from -10.2% for ST Engg to +57.0% for AEM.
Investor Participation in Healthcare Stocks has Surged in 2020
In the 2020 YTD, the iEdge SG All Healthcare Index has climbed 35% bringing its annualised total return since the end of 2010 to 9.2%. The stocks that have had the most impact on the Index in the YTD included Top Glove (reporting 3QFY20 results on 11 June) and Riverstone.
SGX FX Futures Volume Grew 12% M-O-M to US$106 Billion in May, As Economies Reopen After Months of Lockdown
Top Glove, Riverstone & UG Healthcare Report Quarterly Earnings
SGX lists three Rubber glove manufacturers and distributors Top – Top Glove Corporation Bhd (“Top Glove Corp”), Riverstone Holdings and UG Healthcare Corp – which have a combined market cap of S$14 billion. Together the trio have averaged 223% total returns in the 2020 year to 3 June.
CRCT, Sasseur REIT & Dasin Retail Trust Report March Quarter Results
Of the S-REITs on SGX, at least five have 100% of their assets located in China. Of these, the three largest by market capitalisation are: CapitaLand Retail China Trust, Sasseur REIT and Dasin Retail Trust, which own shopping mall assets in the country.
YTD Performance Highlights of Singapore-Focused ETFs
In the 2020 YTD, Singapore-focused ETFs listed on SGX have seen net inflows of S$418 million, as investors seek attractive valuations and portfolio diversification amidst increased global volatility.
Valuations of Singapore’s Most Traded High ROE Stocks
As many as 16 of Singapore’s 20 most traded stocks with double-digit ROE ratios are trading at discounts to their 5 year P/B ratios.