📈 [Partner's Post] T-bill yields are falling. Time to look at this Singapore REIT ETF? (by Gerald Wong)

Looking for a high dividend yielding asset with broad exposure to Singapore REITs?

Read Gerald Wong’s (CEO of Beansprout) article, as he explains why the Singapore REIT market offers investors an attractive alternative to Singapore T-bills in a falling interest rate environment, and the benefits that entail SGX listed REIT ETFs. Find out more about REIT ETFs and why the CSOP iEdge S-REIT ETF could be a smart investment choice!

➡️ Catch Gerald Wong’s article here: bit.ly/3XTTlf2

➡️ To find out more on SGX-listed ETFs, visit sgx.com/etf

💡Analyst Spotlight for 26 September 2024

⛏️ CNMC Goldmine Holdings (5TP): Shining brightly in times of uncertainty

- 1H24 revenue was up 13.1% YoY to S$29.7m, driven by increased gold production and favorable gold prices.

Full report here: bit.ly/4eAQLjt

🏥 Thomson Medical Group (A50): Investment perspectives

- For the six months ended 30 Jun 2024 (2H FY2024), revenue rose by 8.87% from S$168.1m in 1H FY2024 to S$183.0m in 2H FY2024, mainly due to recognition of S$50.4m Vietnam revenue after the acquisition of Far East Medical Vietnam Ltd in Dec 23.

Full report here: bit.ly/3BqSOrX

🏗️ Civmec (P9D): Abundance of opportunities

- Revenue rose 24.4% to A$1.0b from increased activity levels across the Group, in particular the Resources (+29% YoY) and Infrastructure, Marine & Defence (+15% YoY) segments.

Full report here: bit.ly/3BjHPRm

Visit Analyst Research page for more broker research reports: bit.ly/3LOsCd7

🇹🇭 [Partner’s Post] 3 Thai Stocks Listed on SGX Ready to Skyrocket After the Fed’s 0.5% Rate Cut

🏦 Kasikorn Bank (TKKD) broke key resistance THB 150 (S$5.85) which turned to support. Uptrend that started in August looks intact, with 20 day moving average sloping up. Entry on dips above support for upside to THB 160 (S$6.24).

⚡ Gulf Energy (TGED) uptrend remains intact as long as prices hold above resistance-turned-support level THB 55 (S$2.14). Potential entry on dips above this level to ride uptrend to THB 60 (S$2.34).

🔌 Delta Electronics (TDED) is holding well above psychological support of THB 100 (S$3.90). Potential entry near support for upside to THB 120 (S$4.68).

🔎 Search Joey Choy SDR on Youtube to watch the latest video on “3 Thai Stocks Listed on SGX Ready to Skyrocket After the Fed’s 0.5% Rate Cut”

Companies in the Spotlight

🎢 Sim Leisure Group | 10 in 10 | Bringing Innovation to Theme Parks bit.ly/3zlySq8

🍃 Sheffield Green | kopi-C | Sheffield Green’s CEO: ‘Our goal is to be a one-stop solution for offshore wind’s workforce needs’ bit.ly/3Bn9VeA

🎮 Winking Studios | Interview by The Joyful Investors | 'Gameplay to Drive Sustained Growth' bit.ly/3N0TKWF

🔎 [Partner's Event] Strategy & Stock Picks 4Q2024 for SG market

With three rate cuts expected in 2024 and another three in 2025, asset prices have an opportunity to reflate, benefiting REITs and real estate companies. The impact on bank interest margins is mitigated in the near-term with wealth management and foreign change fees driving growth. Sectors with earnings momentum include construction, marine, telecommunications and transport services.

Join SGX Market Strategist, Geoff Howie, along with other market professionals from Phillip Securities, Societe Generale and Macquarie, at this exclusive event and get a chance to network with other peer investors!

➡️ Seize this opportunity by registering here at bit.ly/45gzCIl.

☎️ Key Telecommunication Stocks On the Move in Singapore

Going into 2024, global portfolio managers maintained that the global telecommunication services sector's recovery and tailwinds suggested further growth potential, and as anticipated, both earnings and book valuations of the largest telecommunication stocks now stand a quarter higher than their end of 2023 levels.

Key industry drivers in 2024 would include further operational efficiency shifts, generative AI, broadband connectivity, cloud competition and 5G spending.

▶️ In Singapore, the five most traded stocks of the sector have averaged 18% total returns in the 3Q24 through to 25 Sep, read the full analysis on the five here bit.ly/47FO4uI

🎙️ [Partner's Post] Interview by The Joyful Investors | 'Staying On Top Of Their Game: Johnny Jan on Winking Studios' Gameplay To Drive Sustained Growth'

Catch this episode of Leading with Joy: Conversations With C-Suite Leaders, a series by The Joyful Investors, featuring Mr Johnny Jan, Executive Chairman and CEO of Winking Studios (SGX: WKS). Learn how the company navigates the competitive landscape of the gaming industry, explores Winking Studios' strategic direction and growth initiatives, and addresses the challenges Johnny anticipates in this fast-evolving sector.

▶️ Don't miss this engaging conversation with Johnny! bit.ly/3N0TKWF

🏨 Stock of the Week: Suntec REIT (SGX: T82U)

- Suntec REIT's gross revenue rose 1.2% yoy in 1H 2024, bolstered by stronger operating performance from it's Singapore portfolio but weighed down by lower contribution from overseas assets.

- The REIT has a leverage ratio of 42.3% and an interest coverage ratio of 1.9x. At the REIT's last close of $1.33, it delivered a year-to-date total return of 12.8% and has a distribution yield of 5%.

- The REIT reported that rental reversions for 1H2024 were highest at Suntec City mall at 20.8%, and in the high single to low double digits across other segments in the trust's portfolio. The REIT also divested S$31.5m of strata units at Suntec City Office Towers at an average price of 27% above book value, with the proceeds being used to pare down debt.

*All data as of 30 Sep 2024

➡️ For more information on Suntec REIT, visit bit.ly/3zrgUCE

🚀 Double-digit returns in one week?
 
The recent stimulus measures announced by the People’s Bank of China (PBOC) has led to China equities ETFs listed on SGX delivering a stellar performance to close off the month of September 📈

Explore the top 3 performing ETFs last week:
1. UOBAM Ping An ChiNext ETF (CXS)
2. Lion-OCBC Securities Hang Seng TECH ETF (HST)
3. NikkoAM-STC MSCI China Electric Vehicles and Future Mobility ETF (EVS)
 
Don’t miss out on these opportunities to invest in China’s dynamic market!
 
➡️ Find out more about China ETFs at bit.ly/3L1gYuK

📈 Retail Investors Capitalise on Recent Market Upswing

In 3Q24, retail investors net sold S$955mil shares of Singapore-listed stocks, with the bulk of the net outflow booked in September. The 10 Singapore stocks that booked the most net retail outflow in 3Q24 averaged 17% gains for the quarter, bringing their average nine month total returns to 19%.

By contrast, the 10 stocks that booked the most net retail inflow in September averaged just 2% gains for 3Q24, in addition to 2% total returns for the nine months.

▶️ Find out the list of local stocks that booked the most net retail outflow and inflow in 3Q24, here bit.ly/3BrJCUn

SGX Academy Events Coming Up

🔬 8 Oct: Learn how to Time the Market with Price and Volume Analysis
🚀 9 Oct: Accelerate your path to Early Retirement through Stock Trading
📚 15 Oct: Beginners Guide to Investing
⚓ 16 Oct: Offshore Energy - Powering a New Tomorrow

Visit bit.ly/44WSMRG for more educational programmes run by SGX Academy.

💡 [Partner's Post] Guide to Understanding Secondary Listings on the Singapore Exchange by DollarsandSense

Most investors know about Initial Public Offerings (IPO) and how they lead to Primary Listings, but have you ever heard of Secondary Listings? Are you interested in finding out more about Secondary Listings, what they are and their purpose? Look no further than this article by DollarsandSense to find out how Secondary Listings can help you as an investor.

➡️ Read more here bit.ly/4eu9Sfr.

🏬 What's Trending: S-REITs staging a comeback as Fed cuts rates

S-REITs have staged a comeback in Q3, fueled by the Fed's decisive move to cut interest rates. Hear from Ritesh Ganeriwal, Managing Director and Head of Investment and Advisory at Syfe, as he shares his thoughts on market developments for S-REITs following the Fed rate cut last month.

🤩 Did you know? There are currently 41 S-REITs and 5 REIT ETFs listed on SGX?

➡️ Find out more about the performance and outlook on S-REITs here, and how you can invest in them via Syfe: bit.ly/3BEZTFt

🎉 Celebrate 7 Years of DLCs on SGX with U.S. Magnificent 7 DLCs! 🚀

SGX is proud to be the only venue in Asia offering Daily Leverage Certificates (DLCs). With over S$21 billion traded across three issuers, these instruments provide leveraged exposure to multiple markets, allowing you to take long or short positions.

🌐 To mark the 7th anniversary of DLCs on SGX, we're excited to introduce U.S. Stock DLCs, available for trading today, 4 October 2024! Trade Apple, Nvidia, and Tesla DLCs during Asia hours and capitalize on real-time global developments.

Why trade U.S. stock DLCs?
• Short without margin: Hedge against downturns easily.
• Trade on market-moving events: Capitalize on earnings and other events during Asia hours.
• Leveraged exposure: Amplify your trading with leverage, using SGD or USD.

📎 Learn more at sgx.com/campaign/dlc

🏢 REIT Watch - S-REITs log best quarterly performance since 2020 with double-digit returns in Q3

Improved investor sentiment over the path of interest rates fuelled a strong rally in S-REITs during Q3 2024, with the sector logging one of its best quarters on record. The iEdge S-REIT Index rallied 14.7% in its best-ever quarterly performance since its inception in 2010, and all 31 constituents ended higher in Q3 with US office S-REITs leading the gainers.

📈 Find out the 5 S-REITS with the largest net institutional inflows and retail outflows in Q3 here: bit.ly/3BzVCDm

💵 STI Dollar Cost Averaging Yields Indicative 5.7% CAGR Since 2019

The STI has generated a 38% total return, outpacing the FTSE APAC Index 31% total return and FTSE APAC Ex-Japan Index 28% total return. Popular with young investors, Dollar Cost Averaging (DCA) is an alternative method to lump-sum investing, providing a means to build gradual ETF and stock exposure in stocks and securities. One way to tap on DCA is via the Regular Shares Savings Plan.

▶️ Read the full article here bit.ly/3XNz7Cp

📈 Multiple Maritime, OSV & Energy Stocks Booked Net Retail Inflows in 3Q24

Singapore’s 100 most traded stocks this year have booked S$1.1b of net retail outflow in the 2H24 to 3 Oct, compared to S$1.1b of net retail inflow in 1H24.

Of the 100 stocks, the 10 that saw the most net retail outflow (proportionate to current market capitalisation) in 2H24 to 3 Oct booked 29% median total returns. Of the 10 that booked the highest market capitalisation weighted net retail inflow in the 2H24 to 3 Oct, seven represent the Maritime, Offshore Support Vessels (OSV) and Energy Industries.

❓ What are the 100 most traded stocks in YTD? Read on to find out: bit.ly/482eJlB

📦 Stock of the Week - Mapletree Logistics Trust (SGX: M44U)

- In its 1QFY25, Mapletree Logistics Trust (MLT) reported a 0.9% increase in net property income QoQ, driven by contributions from acquisitions and lower maintenance expenses.

- The trust maintains that its geographically diversified portfolio of 188 properties across 9 markets reduces concentration risk and underpinned MLT's resilient operational performance.

- As part of its portfolio rejuvenation efforts, MLT completed 3 accretive acquisitions in its 1QFY25 to capture demand from the growing consumption hubs of Malaysia and Vietnam, and deepened its footprint in emerging markets to augment growth and complement stability from developed markets that account for ~70% of its portfolio.

- With a market cap of S$7.17b, MLT closed at S$1.45 on 7 Oct. The stock trades at a dividend yield of 5.6% and has an analyst consensus 12-month TP of S$1.60.

*All data as of 7 Oct 2024

➡️ For more information on MLT, vist bit.ly/4gX4Cmb

🎉 The full suite of U.S. Magnificent 7 DLCs is now available on SGX! 🚀

Total turnover of these newly-listed DLCs hit half a million in the first 3 days of trading, where SG issuer quoted ~1tick spread for most of the trading sessions.

Top 3 traded Mag 7 DLCs:
i. Nvidia: 3x Short (NVDW) and 3x Long (NVIW)
ii. Tesla: 3x Short (TSXW) and 3x Long (TSYW)
iii. Apple : 3x Short (PODW) and 3x Long (MACW)

Why Trade U.S. Stock DLCs?
• Short Without Margin: Take short positions easily without margin, with your maximum loss capped at your invested capital.
• Trade on Market-Moving Events: Stay ahead by capitalising on market-moving events during Asian trading hours.
• Leveraged Exposure: Gain 3x leveraged exposure to top U.S. stocks, trading conveniently in SGD.

🔗 Learn more about strategies for using U.S. stock DLCs at bit.ly/3NkLQro