SG Market Updates
Sectors & Stocks That Led the Past Month's Net Fund Inflows
- 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$197 billion.
Meanwhile the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.
Among the 100 stocks, the 10 stocks that saw the most net fund inflows proportionate to their current market capitalisation, included four Technology stocks – Frencken Group, UMS Holdings, iFAST Corporation and Venture Corporation, in addition to Sembcorp Marine, CDL Hospitality Trusts, United Overseas Bank, Catalist-listed Acesian Partners, Genting Singapore and Yangzijiang Shipbuilding.
Five of these stocks were among the strongest performers of the 100 stocks over the past month. These were Frencken Group, UMS Holdings, CDL Hospitality Trusts, iFAST Corporation and Acesian Partners. The five other stocks that led the one-month performances of the broader group of 100 stocks included Top Glove Corporation Bhd, Marco Polo Marine, Daiwa House Logistics Trust, Yoma Strategic Holdings and Wilmar International.
Meanwhile, The Place Holding, Nanofilm Technologies International, Golden Energy and Resources, Hongkong Land Holdings and Geo Energy Resources led the decliners for the month, with Nanofilm Technologies International, The Place Holding also Golden Energy and Resources also booked the highest net fund outflows proportionate to their respective current market capitalisation for the month, along with SATS and ComfortDelGro Corporation.
The full 100 stocks sorted by highest net fund inflows proportionate to their respective current market capitalisation are tabled below.
|
Stock |
Code |
Mkt Cap S$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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