SG Market Updates

Highest-Yielding Billionaire Plays on SGX

MQ Trader
Publish date: Fri, 22 Oct 2021, 12:34 PM
  • There are 89 primary-listed stocks on the SGX with market capitalisation above S$1 billion, of which 29 are in the S-REITs and Property Trusts sector. The median dividend yield of the 89 stocks stand at 3.9%, in line with STI’s 3.8%.
     
  • Among the 89 stocks, the five highest-yielding billionaire stocks are: Pacific Century Regional Developments (21.4%), Japfa (15.2%), Riverstone Holdings (10.8%) Sasseur REIT (8.3%) and Prime US REIT (8.0%).
     
  • The five best performers in the year-to-date were: iFAST Corporation (+231%), Golden Energy & Resources (+164%), The Hour Glass (+121%), SPH (+79%) and Thomson Medical (76%). They averaged a year-to-date total return of +134%.

 

There are 89 primary-listed stocks on the Singapore Exchange with market capitalisation above S$1 billion. These stocks span across a wide range of sectors and industries both locally and internationally.

The five highest-yielding stocks, among the 89, are: Pacific Century Regional Developments (21.4%), Japfa (15.2%), Riverstone Holdings (10.8%), Sasseur REIT (8.3%) and Prime US REIT (8.0%). These 5 stocks are trading at an average 12-month dividend yield of 12.7%.

The three stocks with the highest dividend yields - Pacific Century Regional Developments, Japfa and Riverstone Holdings – all declared special dividends during the last 12 months. Japfa declared a special interim dividend of 10 Singapore cents per share in Feb 2021, as a result of the successful divestment of Dairy-SEA. Riverstone Holdings, which posted 396% surge in FY2020 net profit, announced an additional special dividend of 4.00 sen per share last year.

Among the remaining seven counters in the top 10 list, five are S-REITs (Sasseur REIT, Prime US REIT, Keppel Pacific Oak US REIT, Manulife US REIT and Cromwell European REIT), and two are business trusts (Hutchison Port Holdings Trust and Keppel Infrastructure Trust).

The table below details the 10 highest-yielding primary-listed stocks with market capitalisation above S$1 billion.

Name

Stock code

Market Cap (S$M)

Dividend Yield (%)

Total Return YTD (%)

1 Year Total Return (%)

3 Year Total Return (%)

Pacific Century Regional Developments

P15

1,006

21.4

47.5

57.3

102.7

Japfa

UD2

1,464

15.2

-12.5

28.4

35.3

Riverstone Holdings

AP4

1,334

10.8

-12.6

-47.4

64.7

Sasseur REIT

CRPU

1,044

8.3

11.3

19.5

62.8

Prime US REIT

OXMU

1,355

8.0

20.6

17.0

N.A

Hutchison Port Holdings Trust

NS8U

2,691

7.8

27.6

80.1

17.4

Keppel Pacific Oak US REIT

CMOU

1,101

7.6

27.7

22.0

43.0

Manulife US REIT

BTOU

1,569

7.3

7.1

6.7

12.7

Keppel Infrastructure Trust

A7RU

2,670

7.0

5.0

3.1

35.4

Cromwell European REIT

CWBU

2,196

6.7

8.7

11.5

20.0

Average

  

10.0

13.0

19.8

43.8

 Source: Bloomberg (Data as of 20 October 2021)

 

Of the 92 primary-listed stocks with market cap above S$1 billion, the five best performers in the year-to-date were: iFAST Corporation (+230.8%), Golden Energy & Resources (+164.0%), The Hour Glass (+120.9%), Singapore Press Holdings (+79.0%) and Thomson Medical Group (76.0%). These five stocks averaged a year-to-date total return of +134.1%.

Over the longer term, the top five performing stocks with the highest 3-year total returns were iFast Corporation (830.4%), AEM Holdings (449.3%), The Hour Glass (194.0%), Pacific Century Regional Developments (102.7% ) and Keppel DC REIT (101.6%).


The table below details the 10 best-performing primary-listed stocks with market capitalisation above S$1 billion, sorted by year-to-date total return.

Name

Stock code

Market Cap (S$M)

Dividend Yield (%)

Total Return YTD (%)

1 Year Total Return  (%)

3 Year Total Return (%)

iFAST Corporation

AIY

2,736

0.4

230.8

207.0

830.4

Golden Energy & Resources

AUE

1,000

-

164.0

167.3

75.0

The Hour Glass

AGS

1,182

4.7

120.9

163.3

194.0

Singapore Press Holdings

T39

3,167

2.0

79.0

104.0

-14.8

Thomson Medical Group

A50

2,327

0.2

76.0

83.3

12.0

Golden Agri-Resources

E5H

3,363

1.8

69.9

86.3

19.3

Straits Trading

S20

1,387

1.7

69.9

123.3

79.3

ARA LOGOS Logistics Trust

K2LU

1,305

6.1

56.8

55.6

60.3

Raffles Medical Group

BSL

2,860

1.3

56.6

94.7

55.1

Yangzijiang Shipbuilding

BS6

5,567

3.2

52.1

49.0

33.3

Average

 

 

2.4

97.6

113.4

134.4

 Source: Bloomberg (Data as of 20 October 2021)


The three largest primary-listed billionaire stocks in Singapore are the three local banks, which are trading at an average dividend yield of 3.3%. In terms of year-to-date returns, DBS, UOB and OCBC are ranked 19th, 27th and 28th respectively among the full list of 89 stocks.

The table below details the three local banks, sorted by year-to-date total returns.

Name

Stock code

Market Cap (S$M)

Dividend Yield (%)

Total Return YTD (%)

1 Year Total Return

(%)

3 Year Total Return

(%)

Ranking based on YTD total return

DBS

D05

80,440

2.8

28.0

51.9

46.8

19

UOB

O39

44,945

3.7

23.4

39.9

22.0

27

OCBC

U11

53,884

3.4

23.2

41.6

27.0

28

Average

 

 

3.3

24.8

44.5

31.9

 

 Source: Bloomberg (Data as of 20 October 2021)

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