新交所今年迄今领跑亚太地区

新交所今年迄今领跑亚太地区

新交所今年迄今领跑亚太地区

正文

截至2021年3月19日,新加坡中盘股的平均值和中位数均高于该地区同行。新加坡中盘股票市值在10亿至50亿新元,其中包括几只海指成分股—扬子江船业、吉宝数据中心房地产信托、康福德高企业和生科工业。

截至2021年3月,市值介于10亿至50亿新元之间的这63只新加坡中盘股的平均总回报率为12%,总回报率中位数为6%。同时,亚太地区同规模股票平均总收益率为8%,总回报率中位数为3%。亚太地区3500多只市值10亿至50亿新元的股票主要覆盖工业、材料和资源、技术和周期性消费品。

截至2021年3月19日,表现最为强劲的新加坡中盘股分别为康生医疗、奕丰集团、诗董橡胶、海峡贸易有限公司、金光农业资源、扬子江船业、虎豹企业、和记港口信托、金光置地和豪利。这10只股票在过去11周内记录了机构净流入,总额为2.8亿新元。

在新加坡市值10亿至50亿新元的63只股票中,有一半以上来自房地产板块,其他5个板块至少包含5只股票。截至2021年3月19日,医疗行业以总回报率中位数计算,至少有5只股票领跑了该行业。

只有一只中盘股—海峡贸易有限公司来自材料和资源板块。在公司3月5日的综合报告中,海峡贸易有限公司强调,截至12月31日,2020财年下半年(截至12月31日)实现强劲持续复苏,息税折旧摊销前利润为1.062亿新元,几乎是2020财年上半年2770万新元的4倍。科技(硬件/软件)公司包括纳峰科技、奕丰集团和永科等熟知的股票。

医疗保健板块中,康生医疗、虎豹企业、立合斯顿、莱佛士医疗和天津中新药业录得12%的总回报率中位数,机构总流入为9,400万新元。医疗行业创下的机构净流入总额仅次于机构净流入1.24亿新元的7只工业股,主要受扬子江造船1.53亿新元和胜科海事4800万新元的机构净流入推动。总体而言,这63只中盘股的机构净流出总额为2000万新元,而房地产投资信托行业20只信托的机构净流出为1.11亿新元。

除中盘股外,截至2021年3月19日,海峡时报指数的表现也高于该地区同行。海峡时报指数(STI)是亚太地区主要股指中最强劲的基准,主要是由于重量级银行股表现理想。随着美国长期利率的上升,全球银行股价值得到了重塑,银行股也得到了加强。

英文原文:

As of March 19, 2021, the average and median value of Singapore’s mid cap stocks were higher than those of their peers in the region. Singapore’s mid cap stocks have a market value of S $1 billion to S $5 billion, including several sea index components – Yangzi River shipbuilding, Keppel Data Center real estate trust, comford high enterprises and sembco industries.

As of December 2026, Singapore’s average market value of $6.3 billion was between $1.9 billion and $1.9 billion. At the same time, the average total return of stocks of the same size in the Asia Pacific region is 8%, with a median total return of 3%. More than 3500 stocks with a market value of S $1 billion to S $5 billion in the Asia Pacific region mainly cover industries, materials and resources, technology and cyclical consumer goods.

As of March 19, 2021, Singapore’s medium cap stocks with the strongest performance were Kangsheng medical, Yifeng group, Shidong rubber, Straits Trading Co., Ltd., Jinguang agricultural resources, Yangzijiang shipbuilding, Hubao enterprise, Hutchison Port Trust, Jinguang land and Haoli. These 10 stocks recorded net institutional inflows in the past 11 weeks, totalling S $280 million.

More than half of the 63 stocks with a market value of S $1 billion to S $5 billion in Singapore come from the real estate sector, and the other five sectors contain at least five stocks. As of March 19, 2021, the healthcare sector led the sector with at least five stocks in terms of the median total return. The median total return of the 63 Singapore mid cap stocks is as follows (by Sector).

Only one mid cap stock, Strait Trading Co., Ltd., comes from the materials and resources sector. In the company’s consolidated report on March 5, Straits Trading Limited stressed that it had achieved a strong and continuous recovery in the second half of fy2020 (as at December 31), with an EBITDA of S $106.2 million, almost four times that of S $27.7 million in the first half of fy2020. Technology (hardware / software) companies include well-known stocks such as Nafeng technology, Yifeng group and Yongke.

In the healthcare sector, Kangsheng medical, Hubao enterprise, Livingston, Raffles Medical and Tianjin ZHONGXIN PHARMACEUTICAL recorded a median total return of 12%, with a total institutional inflow of S $94 million. The total net institutional inflow recorded by the healthcare sector was second only to the seven industrial stocks with a net institutional inflow of S $124 million, which was mainly boosted by the net institutional inflow of S $153 million from Yangzijiang shipbuilding and S $48 million from Shengke maritime. Overall, the total net institutional outflow of these 63 mid cap stocks was s $20 million, while the net institutional outflow of 20 trusts in the REIT sector was s $111 million.

In addition to mid cap stocks, as of March 19, 2021, the performance of the Straits Times index was also higher than that of its peers in the region. The Straits Times Index (STI) is the strongest benchmark among the major indexes in the Asia Pacific region, mainly due to the ideal performance of heavyweight banking stocks. With the rise of long-term interest rates in the United States, the value of global banking stocks has been reshaped and banking stocks have strengthened.

原文地址:https://www.sgx.com/zh-hans/research-education/market-updates/20210322-singapore-mid-caps-edge-ahead-regional-peers-ytd

发表回复

您的电子邮箱地址不会被公开。 必填项已用*标注