| Outperformers Among Singapore’s Consumer, Industrials Stocks |
|
SGX-Nomura Corporate Day
The event, held on 7-9 November in Tokyo, showcased six SGX-listed mid-cap companies and was attended by 25 Japanese institutional investors. Of the six, two – Singapore Post Ltd and Cityneon Holdings Ltd – are categorised by the Global Industry Classification System (GICS®) as Industrials stocks.
Another two Consumer stocks – Japfa Ltd and Jumbo Group Ltd – are classified under the sub-segments of Consumer Staples and Consumer Discretionary respectively.
Q & M Dental Group (Singapore) Ltd is categorised as a Health Care Provider, while Frasers Logistics & Industrial Trust is classified under Real Estate. Details of the six participating companies can be found in the tables below. Note that clicking on the stock name will bring you to its profile page on SGX StockFacts.
| Name | Market Cap in S$M | Total Return YTD % | Total Return 12 Mths % | Total Return 3 Yrs % |
| Singapore Post | 3,084 | -7.6 | -15.8 | 25.9 |
| Japfa | 1,615 | 98.2 | 86.4 | N/A |
| Frasers Log & Ind Trust | 1,327 | 4.7 | N/A | N/A |
| Q & M Dental Group | 578 | 4.1 | 0.5 | 175.1 |
| Jumbo Group | 420 | 52.9 | 79.7 | N/A |
| Cityneon | 267 | 235.4 | 373.9 | 462.5 |
| Average | 64.6 | 104.9 | 221.2 |
Source: SGX, Bloomberg & SGX StockFacts (data as of 22 November 2016)
| Name | P/E | P/B | ROE % | Dvd Ind Yld % | 12M High in $ | 12M Low in $ | GICS® Sector Name |
| Singapore Post | 15.9 | 2.6 | 18.9 | 4.5 | 1.815 | 1.285 | Industrials |
| Japfa | 7.1 | 1.4 | 22.9 | 0.5 | 1.000 | 0.405 | Consumer Staples |
| Frasers Log & Ind Trust | N/A | 1.0 | N/A | 2.0 | 1.010 | 0.890 | Real Estate |
| Q & M Dental Group | 46.2 | 5.9 | 13.7 | 1.2 | 0.810 | 0.630 | Health Care |
| Jumbo Group | 39.6 | 7.4 | 20.4 | N/A | 0.680 | 0.355 | Consumer Discretionary |
| Cityneon | 35.2 | 4.1 | 14.3 | 0.9 | 1.210 | 0.210 | Industrials |
| Average | 28.8 | 3.7 | 18.0 | 1.8 |
Source: SGX, Bloomberg & SGX StockFacts (data as of 22 November 2016)
Overview of Industrials Sector
There are a total of 231 Industrials stocks as classified by GICS® listed on Singapore Exchange. These stocks averaged total returns of -7.5% and -6.6% respectively over the last 12 months and in the year-to-date, compared with the MSCI AC Asia Pacific Industrials Index’s total returns of 3.6% and 6.3% over the same period.
SingPost generated total returns of -15.8% and -7.6% over the past one year and in the year-to-date respectively, while Cityneon registered total returns of 373.9% and 235.4% respectively over the same periods.
Nomura Asian Transport analyst Ahmad Maghfur Usman noted that interest in SingPost shares among Japanese investors remains high. “It is among the few stocks in Singapore that are a proxy to increasing cross-border e-commerce activities in ASEAN,” he added.
At meetings with investors during the SGX-Nomura Corporate Day, the company highlighted its strategy to diversify away from the traditional mail business by tapping escalating growth in e-commerce logistics, Usman noted. SingPost recently announced details of its partnerships with Alibaba and POST Luxembourg in the area of e-commerce logistics, and the opening of its new regional eCommerce logistics hub.
Overview of Consumer Sector
As classified by GICS®, there are a total of 114 Consumer Discretionary plays and 49 Consumer Staples stocks listed on Singapore Exchange. The city state’s Consumer Staples Sector averaged 12-month and year-to-date total returns of 22.5% and 34.8% respectively, outperforming the MSCI AC Asia Pacific Consumer Staples Index’s total return of -0.6% and -0.8% respectively over the same periods. Japfa generated total returns of 86.4% and 98.2% respectively over those periods.
Excerpts from SGX website.
