Author: SGX My Gateway

DBS, OCBC & UOB Avg 22% 1HFY18 Net Profit Growth with Higher NIM

For their 1HFY18 DBS, OCBC & UOB have averaged YoY net profit growth of 22%. Combined, the three banks reported total income (pre allowances, expenses & taxes) of S$15.9 billion for the 1HFY18, up from $14.5 billion in 1HFY17. The three banks have averaged a total return of 3.3% in the 2018 YTD, with net institutional inflows of S$457 million over the first seven months of 2018. This brings their average annualised five year total returns to 9.2%. The three banks averaged a 1.78% Net Interest Margin for their 1HFY18, up from 1.71% for 1HFY17. The IMF also recently...

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Dividends Boost Average YTD Returns of Jardine Companies to 8%

SGX lists Jardine Matheson Holdings and Jardine Strategic Holdings, in addition to four companies held by Jardine Strategic Holdings – Hongkong Land, Dairy Farm International, Mandarin Oriental and Jardine Cycle & Carriage. Four of the stocks represent approx. 13% of the STI and approx. 7% of the MSCI Hong Kong Index. Jardine Matheson, Jardine Strategic and Hongkong Land are in both indices, while Jardine Cycle & Carriage is in the STI and Dairy Farm International is in the MSCI Hong Kong. The six stocks have averaged a 5.9% price gain in the 2018 YTD, with dividends boosting their SGD...

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Five Best-Performing Small-Cap China Plays Avg 82% YTD Return

There are nearly 200 companies listed on SGX that have a market cap range of S$100 million to slightly above S$2 billion. Based on classifications by the FTSE ST Index series, these stocks fall into the small-cap category. Within this universe of 200 small-cap stocks, more than 30 of them derive 50% and above of group revenues from China. They are categorised to the Real Estate, Consumer, Industrials, Materials, IT, Utilities, Energy, Health Care, and Financial sectors. Among these small-cap China plays, the five best performers are: Techcomp (+143.9%), Delong (+115.1%), China Sunsine Chemical (+76.2%), Weiye (+40.2%), and Memtech...

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Five Best-Performing Healthcare Service Providers Avg 8% MTD Return

There are 18 healthcare service providers listed on SGX that operate patient care services and facilities in Singapore and globally. These facilities include laboratories, hospitals, and clinics that offer treatments ranging from family medicine, dentistry, endoscopy and TCM, to aesthetics, gynaecology, oncology, orthopaedics and ophthalmology. In the July MTD, the five best-performing healthcare service providers were: Aoxin Q & M Dental (+11.6%), Raffles Medical (+10.8%), Q & M Dental (+7.8%), TalkMed (+4.9%), and Singapore O&G (+4.4%). These five healthcare plays have averaged a MTD total return of 7.9%, bringing their YTD and one-year total returns to -2.4% and -8.5%...

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Five Best-Performing Small-Cap Consumer Stocks Avg 26% YTD Return

Five Best-Performing Small-Cap Consumer Stocks Avg 26% YTD Return There are nearly 200 companies listed on SGX that have a market cap range of S$100 million to slightly above S$2 billion. Based on classifications by the FTSE ST Index series, these stocks fall into the small-cap category. Within this universe of 200 small-cap stocks, around 50 are categorised to the Consumer Discretionary and Consumer Staples industries, and include manufacturers/distributors of consumer electronics, apparel, packaged foods and meats, operators of hotels, restaurants and supermarkets, as well as food and beverage retailers. The five best performers among these 50 consumer stocks...

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SGX’s 10 Largest Restaurants Stocks Offer Local & Overseas Exposure

SGX’s 10 Largest Restaurants Stocks Offer Local & Overseas Exposure Of the 13 Restaurant stocks listed on SGX, the 10 largest have a combined market capitalisation of close to S$2.0 billion. Most of these companies have businesses outside of Singapore or overseas expansion plans. These SGX-listed Restaurant stocks provide investors opportunities to invest in overseas F&B markets through their expansion plans. Stocks such as BreadTalk Group, Jumbo Group and Japan Foods have outlined notable international expansion plans. The 10 largest Restaurants stocks have an average dividend payout ratio of 62.2% and average dividend yield of 2.5%. Recently listed Restaurant...

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Small Cap Index’s Five Best-Performing Constituents Avg 36% YTD Return

Small Cap Index’s Five Best-Performing Constituents Avg 36% YTD Return The FTSE ST Small Cap Index comprises 65 constituents that average a market cap of S$750 million, ranging from S$103 million to S$2.6 billion. Beyond the Index are nearly 200 stocks listed on SGX that fall within this market cap range. The 10 largest constituents of the FTSE ST Small Cap Index account for about 40% of index weight, and represent the Real Estate sector. Nine of them are REITs, while one is a real estate developer. Given the significant Real Estate weighting, the Index maintains a relatively high...

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Half the STI Constituents Averaged 1.5%+ Daily Trading Ranges in 1H18

Half the STI Constituents Averaged 1.5%+ Daily Trading Ranges in 1H18 The non-weighted average 90 day volatility of the 30 STI constituents increased by a third over the first six months, rising to an annualised 22.5% at the end of June, up from 16.7% at the end of 2017. As many as 15 STI stocks averaged daily trading ranges over 1.50% in the first six months of the year, ranging from UOL Group & Wilmar’s 1.52% to Yangzijiang Shipbuilding’s 3.24%. These 15 stocks averaged 21.4% intraday volatility over the six months. The five STI stocks with the highest intraday...

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Big Healthcare Plays a Key Market Highlight of 1H18 Four of the five biggest weights of the SGX All Healthcare Index have gained in the 2018 YTD leading the Index to a 6% total return for the period. Top Glove Corp Bhd has been the strongest performer with a 56% total return. The Healthcare Sector was also the strongest of the Sectors in Singapore in June. While the Sector saw net institutional outflow of S$0.4 million in June, it was one of just two Sectors that had booked inflow for each of the three preceding months of March through...

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Three Best-Performing, Indonesia-Focused Stocks Avg 29% YTD Return

Three Best-Performing, Indonesia-Focused Stocks Avg 29% YTD Return SGX lists two trusts and more than 20 companies that derive more than half their group revenues from Indonesia. Among them, three of the best performers in the 2018 year-to-date were: Samurai 2K Aerosol (+60.2%), Japfa (+22.8%) and Moya Holdings (+3.3%). The three, with a combined market capitalisation of S$1.59 billion, have averaged a total return of 28.8% in the YTD. Indonesia’s 1Q 2018 GDP expanded 5.06% YoY, slower than the 5.19% growth seen in 4Q 2017, due to lower household spending, government expenditures and net exports. However, investment growth continued,...

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Key SGX Transportation Plays Cruised Through Recent Swings

Key SGX Transportation Plays Cruised Through Recent Swings Singapore Airlines, ComfortDelGro & SBS Transit have all gained in the 2018 YTD, averaging 8.0% total returns, compared to a 3.1% decline for the FTSE ST All Share Index. Since the end of April, the trio averaged 1.6% total returns, compared to 8.2% declines for the benchmark. Amidst fuel prices advances, the trio have been expanding their operational landscapes with SIA’s digital innovation blueprint and new fleet & product offerings, ComfortDelGro stepping up the pace of M&A activity and SBS Transit expanding rail and bus services. The key transportation trio have...

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Trading Activity in Technology Stocks Soars

The 19 June trading session saw Venture as the fifth most actively traded company with S$91M in turnover. AEM Holdings, Hi-P International, UMS Holdings, Creative Technology & Valuetronics also ranked in the top 40 companies by turnover. These stocks make up six of the 10 largest capitalised Technology stocks listed on SGX that generated a median decline of 8% in the 2018 YTD, following median gains of 93% over 2017. The SIPMM Electronics Cluster PMI is now at 52.3, down 0.9 from the end of 2017. Technology is earmarked as a key driver of U.S. growth. The Trump Administration...

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Supermarkets Generate 12% Defensive Performance in 2018 YTD

The two listed supermarket plays – Dairy Farm International and Sheng Siong Group – have averaged 2.9% gains since the end of April. This has taken their average 2018 year-to-date total return to 12.3%. Dairy Farm International joined the MSCI Singapore Index effective 1 June. For the 2018 year through to 15 June, Dairy Farm International was the recipient of overall institutional net inflows totalling S$26.4 million while Sheng Siong Group was the recipient of net institution inflows of S$62.4 million. The five largest capitalised Restaurant stocks – BreadTalk, Kimly, Jumbo Group, Old Chang Kee and Japan Food Holdings...

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Five Stocks on the STI Bench Average 10% Gain over Past 12M

Five Stocks on the STI Bench Average 10% Gain over Past 12M The STI benchmark consists of the 30 largest and most active stocks traded on SGX. The next five largest and most active stocks make up the STI Reserve List. This list is used in the event one or more STI constituents are deleted before the next quarterly review. The current STI Reserve List stocks are Suntec REIT, Sembcorp Marine, Mapletree Commercial Trust, Keppel REIT & Mapletree Logistics Trust. The list has changed completely from the end of2013, with four of the five then STI Reserve stocks since...

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Five Stocks with Manufacturing Focus Amongst Biggest Intraday Movers

Five Stocks with Manufacturing Focus Amongst Biggest Intraday Movers For the three months spanning March, April & May, non-STI stocks that consistently ranked amongst the biggest intraday tick ranges, with daily price ranges of more than 2.5%, included AEM Hldgs, Memtech Intl, Creative Technology, Best World Intl & Delong Holdings. The five stocks averaged daily price ranges of 4% and together represent businesses with manufacturing-related activities. Manufacturing businesses span handling & test solutions, component solutions, consumer electronics, health products & HRC Steel. Another manufacturing stock, Hi-P International ranked amongst the 10 non-STI stocks with the biggest intraday tick ranges...

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