Extraordinary Policy Measures & Big Market Moves
S-REITs Lodge One of the Strongest Sessions on Record
Gains by S-REIT Indices on 24 March indicate the session was amongst the five strongest sessions on record for S-REITS since their inception in 2002.
Monthly Turnover of SGX’s Three REIT ETFs Surge
March Share Buyback Consideration Surges to 55 Month High
Hi-Tech Related Stocks Defend Double-Digit Five Year Gains
Global Hardware, Semiconductor and Hi-Tech Manufacturers declined 26% in the 2020 YTD, bringing their median 5 year total returns to a 5% decline. Semiconductor stocks have led declines over past 11 weeks, while also maintaining the strongest 5 years gains.
Gold ETF Shines as Investors Shelter in Haven Assets
Fixed-Income ETFs Grab Spotlight as Volatility Surges
20 Stocks that Banked Net Institutional Inflows on 9-10 March
As many as 20 of Singapore’s most actively traded 50 stocks were recipient to net institutional inflows for sessions spanning 9 to 10 March that saw the STI decline 4.3%, bringing its 2020 YTD decline to 11.9%.
Singapore’s Telco Trio Averages 15% 1Y Total Return
The three largest telecommunications service providers on SGX – Singtel, NetLink NBN Trust and StarHub – have a combined market cap of about S$55 billion.
SGX’s Trio of Rubber Glove Makers Average 32% Total Return in YTD
Global demand for rubber gloves is expected to increase as countries step up efforts to contain the spread of the COVID-19 coronavirus, which has spread to at least 65 countries and territories. So far, more than 3,000 patients worldwide have died from the virus and nearly 90,000 have been infected.
Singapore Banks Grow Greater China Business by 175% since 2010
December Quarter Earnings of SGX’s US-Focused Office REITs
Of the S-REITs on SGX, at least 10 are engaged in the acquisition, development, ownership, leasing, management and operation of office properties located in Singapore, Malaysia, South Korea, Australia, Europe, UK and the US. Among them, three – Manulife US REIT, Prime US REIT and Keppel Pacific Oak US REIT – are focused on the US office market.
DBS, OCBC & UOB Average 10% Net Profit Growth in FY19
For the year ended 31 Dec 2019, Singapore’s three listed banks averaged a net profit of S$5.2 billion, up 10.1% YoY. Among the three, DBS reported the highest FY19 net profit of S$6.4 billion, reflecting a 13.6% YoY increase.
Defensive Nature of S-REITs Draws Fund Flows in January
Biggest Movers & Stock Market Turnover Growth in Early 2020
Singapore’s 100 most traded stocks in the 2020 year through to 14 February, have seen double-digit growth in combined average daily trading turnover from 2019.
Singapore’s 10 Most Traded Healthcare Stocks in Early 2020
Singapore’s 10 most traded Health Stocks in the 2020 year to 11 Feb averaged S$26 million a day in combined turnover, while generating 13% median gains and average gains of 36%. The same 10 stocks averaged S$7 million daily turnover and a decline of 1% in 2019.
Real Estate Stocks Led Most Traded Stocks Over Past 5 Weeks
22 stocks have seen net institutional inflows of S$204 million, with Ascendas REIT, CapitaLand and Mapletree Logistics REIT leading the inflows. Together the 22 Real Estate stocks generated a higher median total return than the broader 50 stocks in both the 2020 year to 7 February (+2%) and the past three years (+46%).
16 Companies Stocks Bought Back S$30 Million in Shares in January
December Quarter Earnings Schedule for STI Constituents
Over the past month, nine constituents of the Index have released their earnings for the quarter/full-year ended 31 December 2019. Another seven are expected to unveil their results from 12-14 Feb. The remaining 14 constituents will follow suit in the final two weeks of the month.
December Quarter S-REIT Earnings Schedule
So far, 20 constituents of the Index have released their earnings for the quarter/full-year ended 31 December 2019, with another 15 scheduled to report their results over the next three weeks.
Five Best-Performing IT Stocks Returned 105% in 2019
Five Best-Performing Healthcare Services Stocks Returned 24% in 2019
There are 18 healthcare services companies and two healthcare REITs listed on SGX with a combined market capitalisation of about S$25 billion. They operate patient care services and facilities, both locally and worldwide.
Active Stocks in Early Jan – AusGroup Led Returns & Turnover Growth
Singapore’s 50 most actively traded stocks of early 2020 averaged a 2% return over the first 12 sessions of January, with performances led by AusGroup, Keppel DC REIT, Mapletree Industrial Trust, CapitaLand Commercial Trust and AEM Holdings.
Key Manufacturing Stocks Converge Ahead of Landmark Signing
Just as manufacturing makes up approximately one-fifth of the Singapore economy, one-fifth of Singapore’s 30 most traded stocks by turnover in 2019 consisted of stocks with manufacturing businesses.
23% Median Gains for Most Active Energy-Linked Stocks in 2019
10 Energy-related stocks ranked amongst Singapore’s most traded 200 stocks of 2019, generating a median total return of 23% for the year. The 10 stocks maintain a combined market capitalisation of S$24 billion, and contributed close to S$50 million in daily turnover in 2019.
FTSE ST China Index’s Five Largest Best Performers Returned 37% in 2019
The FTSE ST China Index consists of stocks of the FTSE ST All-Share Index that have reported either at least 50% of their revenues from Mainland China, or have at least 50% of their operating assets located in the country. The 10 largest constituents of the Index have a combined market capitalisation of more than S$40 billion.
Big Manufacturing Stocks that Beat the PMIs in 2019
The November reading of the Singapore Purchasing Managers’ Index, at 49.8, was the seventh month of contraction for Singapore’s overall manufacturing sector, while the electronics sector (at 49.7 in November) was in contraction for all of the first 11 months of 2019. These two PMI’s have also been gradually contracting less in recent months.