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Outperformers Among Singapore’s Consumer, Industrials Stocks
  • The SGX-Nomura Corporate Day, held earlier this month, showcased six listed mid-cap companies and was attended by 25 Japanese institutional investors. 
  • Nomura Asian Transport analyst Ahmad Maghfur Usman noted that interest in SingPost shares among Japanese investors attending the event remained high, as the company is viewed as a good proxy to growing cross-border e-commerce activity in the Southeast Asian region.
  • The two SGX-listed Consumer plays – Japfa and Jumbo – that participated in the SGX-Nomura Corporate Day have outperformed the regional benchmark index in terms of total returns in the YTD. Japfa generated a total return of 98.2% in the YTD, versus the MSCI AC Asia Pacific Consumer Staples Index’s total return of -0.8% over the same period, while Jumbo registered a YTD total return of 52.9%, compared with -0.5% for the MSCI AC Asia Pacific Consumer Discretionary Index.

 

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.


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