📈 Stocks Gaining More Trading Interest in 2024
In the 2024 year to Sep 3, the STI generated a 12.7% total return. Beyond the STI, more than 100 stocks have seen average daily turnover (ADT) more than double this year vs 2023, with the majority of these stocks representing the Industrials, Consumer Cyclicals and Technology Sectors.
❓ Beyond the STI constituents, which are the 30 stocks that have booked the highest ADT this year? Read on to find out: bit.ly/4gldwd5
In the 2024 year to Sep 3, the STI generated a 12.7% total return. Beyond the STI, more than 100 stocks have seen average daily turnover (ADT) more than double this year vs 2023, with the majority of these stocks representing the Industrials, Consumer Cyclicals and Technology Sectors.
❓ Beyond the STI constituents, which are the 30 stocks that have booked the highest ADT this year? Read on to find out: bit.ly/4gldwd5
🚌 REIT Watch - S-REITs continue positive momentum in August with a second consecutive month of gains
The iEdge S-REIT Index has achieved 6.7% total returns in August, which follows a 5.5% total return in July and culminated in a 12.6% increase in the first 2 months of 2H24, reversing the 11.4% decline in total return in 1H24. The 10 trusts in the Index with the highest total returns have averaged 11.4%, surpassing the Index's overall total return on 6.7%. Five out of the 10 trusts are predominantly invested in overseas property assets, including two US Office REITs –Keppel Pacific Oak US REIT and Manulife US REIT .
▶️ Find out more on the performance of the 10 trusts in the iEdge-SREIT Index here bit.ly/3zb1Dpc or BT's REIT Watch page.
The iEdge S-REIT Index has achieved 6.7% total returns in August, which follows a 5.5% total return in July and culminated in a 12.6% increase in the first 2 months of 2H24, reversing the 11.4% decline in total return in 1H24. The 10 trusts in the Index with the highest total returns have averaged 11.4%, surpassing the Index's overall total return on 6.7%. Five out of the 10 trusts are predominantly invested in overseas property assets, including two US Office REITs –
▶️ Find out more on the performance of the 10 trusts in the iEdge-SREIT Index here bit.ly/3zb1Dpc or BT's REIT Watch page.
📊 SGX Academy Seminar: New Trends and Patterns in Futures Trading
Date/Time: 26 September (Thursday), 7.00pm
Location: SGX Centre 1
Interested in futures trading? Whether you're a seasoned trader or just starting out, this seminar will equip you with the essential techniques to enhance your trading strategy, specifically tailored for Singapore and Nikkei index futures.
Attend our live event featuring speakers from SGX Academy and Phillip Nova, as they dive into the latest trends and patterns in futures trading.
➡️ Visit bit.ly/4dWvEbm to register.
Date/Time: 26 September (Thursday), 7.00pm
Location: SGX Centre 1
Interested in futures trading? Whether you're a seasoned trader or just starting out, this seminar will equip you with the essential techniques to enhance your trading strategy, specifically tailored for Singapore and Nikkei index futures.
Attend our live event featuring speakers from SGX Academy and Phillip Nova, as they dive into the latest trends and patterns in futures trading.
➡️ Visit bit.ly/4dWvEbm to register.
🏢 Stock of the Week: CapitaLand Integrated Commercial Trust (SGX: C38U)
• On 3 Sep, CICT proposed a S$1.85b deal to acquire a 50% stake in ION Orchard, increasing CICT's Singapore retail footprint by approximately 14.3% in terms of net lettable area (NLA). The acquisition is expected to have an immediate DPU accretion while keeping leverage stable from 39.8% to 39.9%.
• For its 1HFY24, CICT reported a 5.4% rise in Net Property Income (NPI) y-o-y and lower operating expenses. CICT also reported 1H24 DPU of 5.43 cents, up 2.5% y-o-y.
• At a market cap of S$14.2b as of 9 Sep, CICT remains as the largest REIT listed on SGX. The stock has generated a 8.1% total return in the 2024 year to 9 Sep and maintains a Refinitiv consensus estimate target price of S$2.17, and P/B of 1.00x.
All data as of 9 Sep 2024
➡️ For more information on CICT, visit bit.ly/3XD86Ts
• On 3 Sep, CICT proposed a S$1.85b deal to acquire a 50% stake in ION Orchard, increasing CICT's Singapore retail footprint by approximately 14.3% in terms of net lettable area (NLA). The acquisition is expected to have an immediate DPU accretion while keeping leverage stable from 39.8% to 39.9%.
• For its 1HFY24, CICT reported a 5.4% rise in Net Property Income (NPI) y-o-y and lower operating expenses. CICT also reported 1H24 DPU of 5.43 cents, up 2.5% y-o-y.
• At a market cap of S$14.2b as of 9 Sep, CICT remains as the largest REIT listed on SGX. The stock has generated a 8.1% total return in the 2024 year to 9 Sep and maintains a Refinitiv consensus estimate target price of S$2.17, and P/B of 1.00x.
All data as of 9 Sep 2024
➡️ For more information on CICT, visit bit.ly/3XD86Ts
📈 What's Trending: Are you REIT-dy for a Rate Cut
In the midst of uncertainties, and with a highly-expected rate cut scenario in mind, REITs are potentially a beneficiary. Hear more from Phillip Securities' Dan Chang, Trading Representative/Remisier and SGX Academy Speaker, as he shares his thoughts and views on how investors can ride the Rate Cut "theme".
🤔 What would happen to REITs if there was a cut? How can investors gain exposure to REITs? Find out more here: bit.ly/3XnmAW7
In the midst of uncertainties, and with a highly-expected rate cut scenario in mind, REITs are potentially a beneficiary. Hear more from Phillip Securities' Dan Chang, Trading Representative/Remisier and SGX Academy Speaker, as he shares his thoughts and views on how investors can ride the Rate Cut "theme".
🤔 What would happen to REITs if there was a cut? How can investors gain exposure to REITs? Find out more here: bit.ly/3XnmAW7
Thai SDRs Article_Joey Choy_Sep2024.pdf
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🇹🇭 [Partner’s Post] Thailand’s Top 3 Power Plays on SGX: Unmissable Stocks for 2024
⚡ Gulf Energy (TGED) broke key resistance THB 50 (S$1.95) with short-term trend sloping up. Signs of long-term trend reversing with 100 MA potentially crossing above 200 MA. Potential entry above THB 50 (S$1.95) for upside to THB 60 (S$ 2.34). Potential stop loss at THB 47 (S$1.83).
📱 Advanced Info Service (TADD) broke resistance THB 250 (S$0.97) and pushing towards all-time high. Both short and long-term trends are positive. Potential entry on dips to 250 (S$0.97) for upside to THB 280 (S$ 1.09). (SDR ratio – 10:1)
🔌 Delta Electronics (TDED) key psychological resistance THB 100 (S$ 3.90) turned to support. Uptrend looks intact as long as prices are above support. Potential entry above THB 100 (S$ 3.90) on slight dips for upside to THB 120 (S$ 4.68). Potential stop loss at THB 95 (S$ 3.70).
🔎 Visit bit.ly/42gOfby for more reports on the underlying Thai securities of SDRs.
⚡ Gulf Energy (TGED) broke key resistance THB 50 (S$1.95) with short-term trend sloping up. Signs of long-term trend reversing with 100 MA potentially crossing above 200 MA. Potential entry above THB 50 (S$1.95) for upside to THB 60 (S$ 2.34). Potential stop loss at THB 47 (S$1.83).
📱 Advanced Info Service (TADD) broke resistance THB 250 (S$0.97) and pushing towards all-time high. Both short and long-term trends are positive. Potential entry on dips to 250 (S$0.97) for upside to THB 280 (S$ 1.09). (SDR ratio – 10:1)
🔌 Delta Electronics (TDED) key psychological resistance THB 100 (S$ 3.90) turned to support. Uptrend looks intact as long as prices are above support. Potential entry above THB 100 (S$ 3.90) on slight dips for upside to THB 120 (S$ 4.68). Potential stop loss at THB 95 (S$ 3.70).
🔎 Visit bit.ly/42gOfby for more reports on the underlying Thai securities of SDRs.
💡 Analyst Spotlight for 12 Sept 2024
🏠 Keppel Infrastructure Trust (A7RU): Overhang of equity fund raising lifted
- Private placement exercise closed at S$0.438 apiece with 456.6m new units issued, totalling ~S$200m
Full report here: bit.ly/4goMSQg
📹 17LIVE Group (LVR): Bottom line turned black
- Revenue from V-Liver live streaming tripled in 1H24 to US$4.8m, thanks to the onboarding of more streamers incentivised by low-cost V-Liver skins.
Full report here: bit.ly/4ei3sQ6
🛢️ China Aviation Oil (G92): Solid 2023, Even Better 2024
- Revenue rose 20% yoy to US$7.5b from an increase in oil prices and business volume.
Full report here: bit.ly/3ZrqqQN
Visit Analyst Research page for more broker research reports: bit.ly/3LOsCd7
🏠 Keppel Infrastructure Trust (A7RU): Overhang of equity fund raising lifted
- Private placement exercise closed at S$0.438 apiece with 456.6m new units issued, totalling ~S$200m
Full report here: bit.ly/4goMSQg
📹 17LIVE Group (LVR): Bottom line turned black
- Revenue from V-Liver live streaming tripled in 1H24 to US$4.8m, thanks to the onboarding of more streamers incentivised by low-cost V-Liver skins.
Full report here: bit.ly/4ei3sQ6
🛢️ China Aviation Oil (G92): Solid 2023, Even Better 2024
- Revenue rose 20% yoy to US$7.5b from an increase in oil prices and business volume.
Full report here: bit.ly/3ZrqqQN
Visit Analyst Research page for more broker research reports: bit.ly/3LOsCd7
📈 STI Return Above 3,400 Sees Stocks Draw S$760M Net Institutional Inflow
The STI has gained 3.7% since returning above 3,400 on Aug 29, closing above 3,500, at 3,512.67 on Sep 10 and again at 3,531.17 on Sep 11. Historical STI highs include 3,641.65 in May 2018 and 3,906.16 in October 2007 (prior to the January 2008 STI revamp).
▶️ Find out the sectors that led the recent surge in net institutional inflow (NIF), and the 100 most actively traded stocks with the highest NIF from Aug 29 to Sep 11 here: bit.ly/3XEpua8
The STI has gained 3.7% since returning above 3,400 on Aug 29, closing above 3,500, at 3,512.67 on Sep 10 and again at 3,531.17 on Sep 11. Historical STI highs include 3,641.65 in May 2018 and 3,906.16 in October 2007 (prior to the January 2008 STI revamp).
▶️ Find out the sectors that led the recent surge in net institutional inflow (NIF), and the 100 most actively traded stocks with the highest NIF from Aug 29 to Sep 11 here: bit.ly/3XEpua8
Companies in the Spotlight
🔩 InnoTek | 10 in 10 | Precision Metal Components for the Future bit.ly/3XlXOpk
🚕 ComfortDelGro | 19 Sep | Phillip Securities Corporate Insights bit.ly/45gzCIl
🏨 ESR-LOGOS REIT | "Be REITired" vodcast series by The Financial Coconut bit.ly/4elNaG0
🔩 InnoTek | 10 in 10 | Precision Metal Components for the Future bit.ly/3XlXOpk
🚕 ComfortDelGro | 19 Sep | Phillip Securities Corporate Insights bit.ly/45gzCIl
🏨 ESR-LOGOS REIT | "Be REITired" vodcast series by The Financial Coconut bit.ly/4elNaG0
📈 Did you know? Lion Philip S-REIT has consistently achieved an annual dividend yield of over 5% since 2022 and currently ranked first in terms of asset size, with AUM of S$454M as of end August 2024.
Discover more notable insights from the latest REIT ETF highlights that cover the recent performance, benefits of REIT ETFs, and why ETFs can be a useful tool to navigate through growing certainty of a Fed Funds Rate cut at the 18 September FOMC meeting.
➡️ Read our REIT ETF highlights here: bit.ly/3MGoI6b
➡️ Find out more about SGX-listed ETFs: sgx.com/etf
Discover more notable insights from the latest REIT ETF highlights that cover the recent performance, benefits of REIT ETFs, and why ETFs can be a useful tool to navigate through growing certainty of a Fed Funds Rate cut at the 18 September FOMC meeting.
➡️ Read our REIT ETF highlights here: bit.ly/3MGoI6b
➡️ Find out more about SGX-listed ETFs: sgx.com/etf
SATS - From Boring to Bullish - 1 Sept 2024_Joey Choy.pdf
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📈 [Partner Post] From Boring to Bullish: How SATS is Shaping Up for a Potential Rally (by Joey Choy)
After months of lacklustre trading, SATS has finally broken through its key resistance level at S$3.00 on July 9, 2024, and surged past S$3.50. With longer-term trends solidifying and the S$3.50 level now acting as a crucial support, could we be on the brink of a significant rebound?
Read this article to learn how to leverage on this trend using Structured Warrants (SWs).
➡️ To learn more about SWs listed on SGX, visit sgx.com/warrants.
After months of lacklustre trading, SATS has finally broken through its key resistance level at S$3.00 on July 9, 2024, and surged past S$3.50. With longer-term trends solidifying and the S$3.50 level now acting as a crucial support, could we be on the brink of a significant rebound?
Read this article to learn how to leverage on this trend using Structured Warrants (SWs).
➡️ To learn more about SWs listed on SGX, visit sgx.com/warrants.
👀 Share your views on investing and trading!
Your feedback is invaluable to us and we are committed to improving our educational content and services for investors. Join the annual investing and trading survey (approx. 15min) conducted by Investment Trends and stand a chance to receive a S$500 amazon e-voucher!
⏳ The survey takes just 15 minutes and closes on 22 Sep (Sun). Don't miss out on this great opportunity!
➡️ Visit bit.ly/45gzCIl > Investment Trends' Survey to participate in the survey.
Your feedback is invaluable to us and we are committed to improving our educational content and services for investors. Join the annual investing and trading survey (approx. 15min) conducted by Investment Trends and stand a chance to receive a S$500 amazon e-voucher!
⏳ The survey takes just 15 minutes and closes on 22 Sep (Sun). Don't miss out on this great opportunity!
➡️ Visit bit.ly/45gzCIl > Investment Trends' Survey to participate in the survey.
🧰 Stock of the Week: Fu Yu Corporation (SGX: F13)
- SGX Research was recently invited for a tour to Fu Yu's newly opened Smart Factory, which is the centrepiece of their strategic shift to move up the value chain for high-precision plastics manufacturing targeted at the biomedical sector. The management team also gave us insights into their daily operations, sharing their goal of being a one-stop shop for customers.
- Fu Yu's 1H24 revenue grew 78% y-o-y to S$126.7m, driven by higher sales in both manufacturing and supply chain management segments. This returned the Group into the black as 1H24 net profit increased to S$0.1m from a loss of S$3.9m in 1H23. Fu Yu has a market cap of S$96.8m and last closed at S$0.127.
*All data as of 16 Sep 2024
➡️ Curious to know more about Fu Yu Corporation? Check out SGX Research's recent 10 in 10 with them here bit.ly/4fEgnNX or visit bit.ly/3MJoUBX!
- SGX Research was recently invited for a tour to Fu Yu's newly opened Smart Factory, which is the centrepiece of their strategic shift to move up the value chain for high-precision plastics manufacturing targeted at the biomedical sector. The management team also gave us insights into their daily operations, sharing their goal of being a one-stop shop for customers.
- Fu Yu's 1H24 revenue grew 78% y-o-y to S$126.7m, driven by higher sales in both manufacturing and supply chain management segments. This returned the Group into the black as 1H24 net profit increased to S$0.1m from a loss of S$3.9m in 1H23. Fu Yu has a market cap of S$96.8m and last closed at S$0.127.
*All data as of 16 Sep 2024
➡️ Curious to know more about Fu Yu Corporation? Check out SGX Research's recent 10 in 10 with them here bit.ly/4fEgnNX or visit bit.ly/3MJoUBX!
REIT ETFs are experiencing a resurgence with combined AUM crossed S$1 billion! 🔥
Investor interest in REIT ETFs has spiked because of falling rates and an anticipated Fed rate cut.
This has fuelled the combined AUM of the 5 ETFs to cross S$1 billion milestone, driven by over S$100 million inflows in 2024 YTD. Turnover tripled Y-o-Y from July to August 24.
The iEdge S-REIT Leaders Index has rebounded strongly, generating a 17% total return in the first 11 weeks of 2H24. REIT ETFs continue to offer an attractive dividend yield of 5% p.a., providing a compelling income opportunity in the current environment.
➡️ Learn more about REIT ETF performance in August at bit.ly/3MGoI6b.
Investor interest in REIT ETFs has spiked because of falling rates and an anticipated Fed rate cut.
This has fuelled the combined AUM of the 5 ETFs to cross S$1 billion milestone, driven by over S$100 million inflows in 2024 YTD. Turnover tripled Y-o-Y from July to August 24.
The iEdge S-REIT Leaders Index has rebounded strongly, generating a 17% total return in the first 11 weeks of 2H24. REIT ETFs continue to offer an attractive dividend yield of 5% p.a., providing a compelling income opportunity in the current environment.
➡️ Learn more about REIT ETF performance in August at bit.ly/3MGoI6b.
SGX Academy Events Coming Up
📖 24 Sep: The Basics of Trading
🔎 25 Sep: Discovering Hidden Gems in REIT Market
📊 26 Sep: New Trends and Patterns in Futures Trading
📈 28 Sep: Trading High Probability Patterns with Price and Mathematical Analysis
Visit bit.ly/44WSMRG for more educational programmes run by SGX Academy.
📖 24 Sep: The Basics of Trading
🔎 25 Sep: Discovering Hidden Gems in REIT Market
📊 26 Sep: New Trends and Patterns in Futures Trading
📈 28 Sep: Trading High Probability Patterns with Price and Mathematical Analysis
Visit bit.ly/44WSMRG for more educational programmes run by SGX Academy.
[Partner's Post] As industrial REITs navigate build-to-suit strategies, rental upside potential, and the need to stay ahead of the innovation curve, one burning question emerges: Can they truly balance sustainability commitments with investor returns?
In this episode of "Be REITired", we dive deep into the world of industrial REITs with Adrian Chui, CEO of ESR-LOGOS REIT (SGX: J91U). From decarbonisation roadmaps to attracting green capital, Adrian offers an unfiltered perspective on the sustainability imperative. Discover how this logistics giant is tackling the hard questions head-on while maintaining a focus on asset enhancement initiatives to preserve profitability.
"Be REITired" is a vodcast series in collaboration with The Financial Coconut and the REIT Association of Singapore (REITAS).
Tune in to this episode to unravel the sustainability challenge and gain insights into the future of green industrial real estate investing > bit.ly/4elNaG0
In this episode of "Be REITired", we dive deep into the world of industrial REITs with Adrian Chui, CEO of ESR-LOGOS REIT (SGX: J91U). From decarbonisation roadmaps to attracting green capital, Adrian offers an unfiltered perspective on the sustainability imperative. Discover how this logistics giant is tackling the hard questions head-on while maintaining a focus on asset enhancement initiatives to preserve profitability.
"Be REITired" is a vodcast series in collaboration with The Financial Coconut and the REIT Association of Singapore (REITAS).
Tune in to this episode to unravel the sustainability challenge and gain insights into the future of green industrial real estate investing > bit.ly/4elNaG0
SDR Newsletter - Sep'24.pdf
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😎 Thai SDRs Deliver Strong Performance in August
📈 Strong Price Performance
• All 8 SDRs recorded price gains on the back of optimism over Thailand’s market developments.
• Kasikorn Bank (+10.9%), Gulf (+8.9%), AIS (+8.6%) hitting 1Y highs.
💲Attractive Dividends
• Kasikorn Bank announced cash dividends of SGD 0.05/SDR, representing dividend yield of 4.6%.
• SDRs holders as of 12 Sept will receive payouts on 3 Oct.
🎉 Robust Profit Growth
• AIS reported profit growth of 19.5% YoY in Q2FY24 due to solid net additions of subscribers.
🔎 Visit bit.ly/42gOfby for more reports on the underlying Thai securities of SDRs.
📈 Strong Price Performance
• All 8 SDRs recorded price gains on the back of optimism over Thailand’s market developments.
• Kasikorn Bank (+10.9%), Gulf (+8.9%), AIS (+8.6%) hitting 1Y highs.
💲Attractive Dividends
• Kasikorn Bank announced cash dividends of SGD 0.05/SDR, representing dividend yield of 4.6%.
• SDRs holders as of 12 Sept will receive payouts on 3 Oct.
🎉 Robust Profit Growth
• AIS reported profit growth of 19.5% YoY in Q2FY24 due to solid net additions of subscribers.
🔎 Visit bit.ly/42gOfby for more reports on the underlying Thai securities of SDRs.
Companies in the Spotlight
🏢 GuoccoLand | kopi-C | 'We have twin engines for growth' bit.ly/4ewg46c
🏬 City Developments Limited | ESG Brew | 'To win the global race to zero, we need to green the built environment' bit.ly/3yNATuD
🏨 Lendlease REIT | Be-REITired | TFC x REITAS vodcast: 'Contraction is a must before we grow again' bit.ly/4gzS9of
🏢 GuoccoLand | kopi-C | 'We have twin engines for growth' bit.ly/4ewg46c
🏬 City Developments Limited | ESG Brew | 'To win the global race to zero, we need to green the built environment' bit.ly/3yNATuD
🏨 Lendlease REIT | Be-REITired | TFC x REITAS vodcast: 'Contraction is a must before we grow again' bit.ly/4gzS9of