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SGX Market Updates

Author: SGX   |   Latest post: Tue, 22 Nov 2022, 7:14 PM

 

Sectors & Stocks That Led the Past Month's Net Fund Inflows

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  • From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns. The 100 stocks also saw S$730 million of combined net fund inflows over the month, taking their 2022 YTD net fund inflows to S$1.2 billion.
     
  • The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.
     
  • Among the 100 stocks, the 10 stocks that saw the most net fund inflows, proportionate to their current market capitalisation, included four Technology stocks – Frencken, UMS, iFAST and Venture, in addition to Sembcorp Marine, CDL Hospitality Trusts, UOB, Acesian Partners, Genting SG, and YZJ Shipbuilding.

The past one month has seen the STI gain 9.4% from the 21 Oct session that preceded the Deepavali holiday through the 21 Nov close of 3,250.62. This momentum saw the STI retest the 3,300 level on 17-18 November, a key level last tested on 13 September and 11 August.

During the one month of trading activity, Singapore’s 100 most traded stocks saw S$730 million of net fund inflows. Note these are the 100 most traded stocks for the 2022 year to 21 Nov. The past month saw a marginally less hawkish outlook for US interest rates build, which brought the 10-yr UST yields to 3.8% levels, down from above 4.2%, while the US Dollar Index also declined from above 113 to 107.  At the same time, the outlook for China growth was helped with a slew of policy moves including optimised COVID rules to bolster the economy, fiscal support to small businesses, in addition to a series of supportive property market policies reportedly introduced, that includes 16 measures co-released by the PBOC and the CBIRC.

This saw the Telecommunications, Banks, and Technology Sectors book the highest net fund inflows, proportionate to their respective current market capitalisation over the month. The Telecommunications Sector net inflows were driven by Singapore Telecommunications which saw S$154 million net fund inflows over the month, bringing its 2022 to 21 Nov net fund inflows to S$942 million. Together the three banks saw S$502 million of net fund inflows for the month, which represents 0.25% of their combined current market capitalisation of S$197 billion.

Meanwhile the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.

Sectors & Stocks That Led the Past Month

Among the 100 stocks, the 10 stocks that saw the most net fund inflows proportionate to their current market capitalisation, included four Technology stocks – Frencken Group, UMS Holdings, iFAST Corporation and Venture Corporation, in addition to Sembcorp Marine, CDL Hospitality Trusts, United Overseas Bank, Catalist-listed Acesian Partners, Genting Singapore and Yangzijiang Shipbuilding.

Five of these stocks were among the strongest performers of the 100 stocks over the past month. These were Frencken Group, UMS Holdings, CDL Hospitality Trusts, iFAST Corporation and Acesian Partners. The five other stocks that led the one-month performances of the broader group of 100 stocks included Top Glove Corporation Bhd, Marco Polo Marine, Daiwa House Logistics Trust, Yoma Strategic Holdings and Wilmar International.

Meanwhile, The Place Holding, Nanofilm Technologies International, Golden Energy and Resources, Hongkong Land Holdings and Geo Energy Resources led the decliners for the month, with Nanofilm Technologies International, The Place Holding also Golden Energy and Resources also booked the highest net fund outflows proportionate to their respective current market capitalisation for the month, along with SATS and ComfortDelGro Corporation.

The full 100 stocks sorted by highest net fund inflows proportionate to their respective current market capitalisation are tabled below.

Stock

Code

Mkt Cap S$M

Avg. Daily T/O S$M

YTD Total Return %

YTD Net Fund Flows S$M

1M Total Return %

1M Net Fund Flows S$M

1M Net Fund Flows / Mkt Cap

Sector

Frencken

E28

448

5.1

-45

-47.89

35

9.77

2.18%

Technology

Sembcorp Marine

S51

4,112

14.9

60

199.49

10

68.12

1.66%

Industrials

UMS

558

823

7.3

-16

-16.96

42

6.87

0.83%

Technology

CDL H Trust

J85

1,546

2.9

11

9.50

23

9.47

0.61%

REITs

UOB

U11

50,289

90.9

16

-96.29

16

307.65

0.61%

Banks

IFAST

AIY

1,374

3.0

-44

-60.95

32

7.13

0.52%

Technology

Acesian Partners*

5FW

21

0.7

162

0.66

17

0.11

0.51%

Industrials

Genting Sing

G13

10,503

16.2

15

156.96

12

52.94

0.50%

Consumer Cyclicals

Venture

V03

5,103

15.8

0

-54.65

11

19.18

0.38%

Technology

YZJ Shipbldg SGD

BS6

5,215

32.4

101

71.77

8

19.16

0.37%

Industrials

AEM SGD

AWX

1,074

9.1

-32

-26.62

13

3.87

0.36%

Technology

Singtel

Z74

44,230

78.2

21

941.99

16

154.21

0.35%

Telecommunications

SPHREIT

SK6U

2,560

2.4

-3

-6.54

15

8.88

0.35%

REITs

Raffles Medical

BSL

2,503

2.9

1

6.24

12

8.11

0.32%

Healthcare

Keppel Corp

BN4

12,929

26.7

52

380.98

13

36.80

0.28%

Industrials

SamuderaShipping

S56

493

2.4

100

26.04

16

1.38

0.28%

Industrials

SIA

C6L

16,308

27.0

10

72.37

9

43.73

0.27%

Industrials

Keppel DC Reit

AJBU

3,145

11.4

-23

-136.25

14

8.23

0.26%

REITs

OCBC Bank

O39

55,958

80.0

14

565.63

8

132.75

0.24%

Banks

CapitaLandInvest

9CI

18,462

31.7

10

109.07

14

34.99

0.19%

Financial Services

Top Glove

BVA

2,242

2.4

-64

-9.78

30

3.90

0.17%

Healthcare

CapLand India T

CY6U

1,393

3.2

-10

-36.79

13

2.24

0.16%

REITs

Golden Agri-Res

E5H

3,614

6.7

24

16.04

7

5.61

0.16%

Consumer Non-Cyclicals

First Resources

EB5

2,527

5.7

11

4.95

10

3.67

0.15%

Consumer Non-Cyclicals

Far East HTrust

Q5T

1,193

1.1

7

0.28

12

1.52

0.13%

REITs

Mapletree PanAsia Com Tr

N2IU

8,954

27.7

-10

-127.47

12

11.12

0.12%

REITs

CapLand IntCom T

C38U

13,331

48.8

1

97.26

16

14.42

0.11%

REITs

Hong Fok

H30

791

1.4

28

18.99

7

0.81

0.10%

Real Estate (excl. REITs)

CityDev

C09

7,373

14.8

26

298.44

11

7.24

0.10%

Real Estate (excl. REITs)

SingPost

S08

1,204

1.9

-16

-7.26

6

1.14

0.09%

Industrials

ST Engineering

S63

10,741

20.9

-4

-89.81

11

9.45

0.09%

Industrials

ISDN

I07

164

1.0

-47

-3.43

3

0.13

0.08%

Technology

Sheng Siong

OV8

2,406

3.7

14

68.68

-2

1.85

0.08%

Consumer Non-Cyclicals

SGX

S68

9,836

24.1

2

25.71

13

7.20

0.07%

Financial Services

DBS

D05

90,746

148.5

13

0.31

10

61.88

0.07%

Banks

Dyna-Mac

NO4

185

1.9

98

3.01

0

0.10

0.06%

Industrials

Olam Group

VC2

5,337

2.9

-16

-31.36

11

2.73

0.05%

Consumer Non-Cyclicals

Aztech Gbl

8AZ

621

1.1

1

-7.36

9

0.26

0.04%

Technology

ThaiBev

Y92

15,449

13.7

-4

-61.46

9

6.09

0.04%

Consumer Non-Cyclicals

ParkwayLife Reit

C2PU

2,420

2.7

-20

-20.43

8

0.85

0.04%

REITs

Golden Energy

AUE

2,031

5.4

166

17.13

-12

0.53

0.03%

Energy/ Oil & Gas

Kep Infra Tr

A7RU

2,696

3.0

6

-6.35

7

0.69

0.03%

Utilities

DFIRG USD

D01

4,667

2.7

-8

-9.64

14

0.89

0.02%

Consumer Non-Cyclicals

ESR-LOGOS REIT

J91U

2,352

4.1

-23

-24.75

9

0.42

0.02%

REITs

UOL

U14

5,498

8.6

-6

-4.85

9

0.72

0.01%

Real Estate (excl. REITs)

Wilmar Intl

F34

25,403

30.1

2

74.45

16

3.26

0.01%

Consumer Non-Cyclicals

OUE Com Reit

TS0U

1,858

0.7

-18

-15.56

11

0.20

0.01%

REITs

Rex Intl

5WH

293

5.4

-25

-13.73

-2

0.02

0.01%

Energy/ Oil & Gas

TheHourGlass

AGS

1,383

1.4

7

41.61

8

0.08

0.01%

Consumer Cyclicals

Wing Tai

W05

1,148

0.9

-12

-37.23

6

-0.05

0.00%

Real Estate (excl. REITs)

Emperador Inc.

EMI

7,632

2.1

N/A

-3.44

-1

-0.68

-0.01%

Consumer Non-Cyclicals

CapLand Ascott T

HMN

3,273

7.4

-3

9.10

9

-0.41

-0.01%

REITs

CapLand China T

AU8U

1,791

4.9

-5

-71.86

14

-0.30

-0.02%

REITs

NIO Inc. USD OV

NIO

21,626

5.1

N/A

-23.50

-7

-4.81

-0.02%

Consumer Cyclicals

StarhillGbl Reit

P40U

1,214

1.2

-12

-12.08

11

-0.29

-0.02%

REITs

SIA Engineering

S59

2,505

1.4

2

13.01

9

-0.80

-0.03%

Industrials

KepPacOakReitUSD

CMOU

821

0.9

-21

-17.34

13

-0.39

-0.05%

REITs

HPH Trust USD

NS8U

2,163

2.3

-11

12.51

-1

-1.15

-0.05%

Industrials

Japfa

UD2

1,040

1.1

-14

1.02

1

-0.61

-0.06%

Consumer Non-Cyclicals

Silverlake Axis

5CP

828

0.6

23

13.62

7

-0.60

-0.07%

Technology

Yoma Strategic

Z59

215

0.9

-27

-1.18

19

-0.16

-0.07%

Real Estate (excl. REITs)

Mapletree Ind Tr

ME8U

6,084

16.8

-12

-177.94

7

-5.32

-0.09%

REITs

MM2 Asia

1B0

126

0.6

-12

-4.27

2

-0.12

-0.09%

Consumer Cyclicals

Yanlord Land

Z25

1,874

1.3

-7

-14.29

7

-1.74

-0.09%

Real Estate (excl. REITs)

ManulifeReit USD

BTOU

931

2.0

-39

-25.37

12

-0.87

-0.09%

REITs

Daiwa Hse Log Tr

DHLU

429

0.7

-17

-22.96

19

-0.41

-0.10%

REITs

Parkson Retail^

O9E

36

0.6

382

0.14

10

-0.04

-0.10%

Consumer Cyclicals

Jardine C&C

C07

11,818

13.7

51

124.57

-2

-12.44

-0.11%

Consumer Cyclicals

AIMS APAC Reit

O5RU

905

1.7

-7

-24.52

14

-0.99

-0.11%

REITs

Straits Trading

S20

1,026

0.9

-17

-2.81

9

-1.13

-0.11%

Materials & Resources

Mapletree Log Tr

M44U

7,743

25.3

-11

-77.64

14

-8.87

-0.11%

REITs

StarHub

CC3

1,832

1.5

-18

-24.69

4

-2.12

-0.12%

Telecommunications

Cromwell Reit EUR

CWBU

1,241

0.9

-39

-12.60

5

-1.53

-0.12%

REITs

Sasseur Reit

CRPU

945

1.5

-3

-38.61

14

-1.31

-0.14%

REITs

JMH USD

J36

18,747

25.4

-9

-38.28

-4

-27.22

-0.15%

Industrials

Bumitama Agri

P8Z

1,023

1.0

16

11.43

1

-1.56

-0.15%

Consumer Non-Cyclicals

RH PetroGas

T13

147

3.3

9

-5.60

-1

-0.23

-0.15%

Energy/ Oil & Gas

Riverstone

AP4

897

2.9

7

31.41

10

-1.40

-0.16%

Healthcare

HongkongLand USD

H78

12,557

16.3

-20

0.45

-10

-22.40

-0.18%

Real Estate (excl. REITs)

DigiCore Reit USD

DCRU

904

4.8

-47

-13.55

-2

-1.80

-0.20%

REITs

Frasers L&C Tr

BUOU

4,066

13.4

-23

-69.65

6

-8.25

-0.20%

REITs

Lendlease Reit

JYEU

1,624

6.2

-13

-9.06

8

-3.59

-0.22%

REITs

Haw Par

H02

2,068

1.1

-16

-29.25

4

-4.62

-0.22%

Healthcare

CapLand Ascendas REIT

A17U

11,469

33.2

-2

-110.36

11

-29.08

-0.25%

REITs

Sembcorp Ind

U96

5,425

13.7

56

176.97

9

-14.10

-0.26%

Utilities

Frasers Cpt Tr

J69U

3,442

7.4

-8

-42.80

6

-10.29

-0.30%

REITs

Chip Eng Seng

C29

565

1.0

84

10.54

0

-1.81

-0.32%

Real Estate (excl. REITs)

Prime US ReitUSD

OXMU

806

1.1

-33

-23.57

4

-2.72

-0.34%

REITs

NetLink NBN Tr

CJLU

3,351

6.9

-9

-114.09

7

-11.87

-0.35%

Telecommunications

MarcoPolo Marine

5LY

152

0.9

59

3.35

23

-0.54

-0.35%

Industrials

Suntec Reit

T82U

4,026

18.5

-2

-8.34

2

-14.57

-0.36%

REITs

Frasers HTrust

ACV

828

1.9

-5

6.53

2

-3.67

-0.44%

REITs

Jiutian Chemical*

C8R

147

2.6

6

19.24

4

-0.87

-0.59%

Materials & Resources

Keppel Reit

K71U

3,349

10.2

-17

-54.19

1

-30.75

-0.92%

REITs

YZJ Fin Hldg

YF8

1,273

14.6

N/A

-235.52

0

-13.70

-1.08%

Financial Services

ComfortDelGro

C52

2,708

14.4

-7

-108.95

-2

-30.53

-1.13%

Industrials

Geo Energy Res

RE4

499

6.5

28

-15.79

-8

-6.07

-1.22%

Energy/ Oil & Gas

SATS

S58

3,002

13.3

-31

-148.58

2

-43.01

-1.43%

Industrials

The Place Hldg

E27

118

0.8

-75

-8.03

-33

-1.76

-1.50%

Financial Services

Nanofilm

MZH

835

4.2

-66

-94.83

-27

-19.01

-2.28%

Technology

Average

 

 

 

6.2

 

8.0

 

 

 

Total

 

627,080

1,178

 

1,002.5

 

729.8

 

 

Note: ** listed on Catalist, ^ on SGX Watchlist
Data as of 21 Nov 2022 (Source: SGX, Refinitiv, Bloomberg)

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ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 Sembcorp Marine 0.135+0.002 
 Oceanus 0.016+0.001 
 Chip Eng Seng 0.7250.00 
 MarcoPolo Marine 0.043-0.001 
 The Place Hldg 0.017-0.002 
 HSI 19800MBeC.. 0.033-0.005 
 HSI 20200MBeC.. 0.051-0.004 
 Halcyon Agri 0.3950.00 
 HSI 16200MBeP.. 0.047+0.001 
 Golden Agri-Res 0.2850.00 
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