Healthcare Stocks

Singapore Exchange (SGX) lists 23 GICS designated healthcare stocks with a combined market capitalisation of S$25.7 billion and generated an average 2014 year-to-date (YTD) total return of 9.6%. According to the Global Industry Classification Standard (GICS), the healthcare industry comprises health care equipment & services and pharmaceuticals and biotechnology & life sciences companies. This is the same benchmark used to classified stocks on SGX StockFacts.

Out of the current 23 stocks, eight are listed on Catalist with the latest addition of QT Vascular in April 2014 and TalkMed Group in January 2014. In addition, SGX-listed stocks IHH Healthcare Berhad and Raffles Medical Group are in the top five largest capitalised stocks of the GICS healthcare sector in the ASEAN region.
Among the 23 stocks, the five largest capitalised healthcare stocks are IHH Healthcare Berhad, Raffles Medical Group, Tianjin Zhongxin Pharmaceutical Group Corporation, Haw Par Corporation and Biosensors International Group. They have a combined market capitalisation of S$22.3 billion and generated average 2014 YTD total return of 6.2%.

In the year thus far, the five best performing healthcare stocks were Health Management International, Singapore Medical Group, Q&M Dental Group Singapore, Religare Health Trust and TalkMed Group. They have a combined market capitalisation of S$1.9 billion and generated median 2014 YTD total return of 40.6%. (Click here to view more)

SG Consumer Related Stocks

Research Report:

SG Consumers: OSK DMG note that amidst weaker consumer confidence and lacklustre results, Singapore consumer counters have risen 12% YTD, beating the STI’s 5% gain. House expect earnings growth to ease to 7% in FY13, which may cap any further price upside.

FJ Benjamin underperformed its peers as its share price has retreated by 14% YTD. The stock is now trading at 1.1x forward P/B, near the bottom of its band since 2010 (3-year low and high: 1.0-1.9x P/E; 2009 crisis: 0.4x P/B). The coy saw profits slide 72% to $1.3m in 2QFY13 owing to softer timepiece sales due to fewer purchases by the Chinese in China and Hong Kong. Nonetheless, the sales decline in its North Asia market appears to have bottomed as management is starting to see a pick-up.

Just as undemanding in terms of valuation is OSIM (BUY, TP $2.22), which is trading at a 15x FY13 P/E. OSIM remains house Top Pick.

Singapore consumer related stocks are:

SPH
Olam
SuperGroup
Osim
Parkson
Sheng Siong
Food Empire
Eu Yan Sang
FJ Ben
HTL

FTSE Sector Index Components

By following top-down analysis and bottom-up implementation, we should have a "big picture" of the whole market by looking at the indices performance, then we can narrow down to sectors and individual stocks for entry and exit.

Below is FTSE Singapore sector index component stocks, data source is from FTSE.com

Singapore Reits Ranking by Asset

Singapore Real Estate Update

Below contents are from Kim Eng Research reports, I think it's pretty good in giving you a bird's eye view on the latest update of Singapore Real Estate.

Property Prices Reach New High, Government Ramping Up Housing Supply

Private property prices increased 5.3% in 2Q10, setting an all‐time high in the URA price index of 184.2, surpassing the past record of 181.4 achieved in 1996. This has prompted the Government to ramp up its supply for 2H10. A total of 31 sites will be made available in the Government Land Sales (GLS) Programme, potentially generating 13,905 private housing units, the largest supply since the Confirmed List/Reserved List system started in 2H01.

NUS SRPI Indicates Slowdown, New Sentiment Index Points to Weaker Confidence

Latest flash estimates for June of the Singapore Residential Price Index (SRPI) reveal a slowdown in the growth of property prices. The price index for Central region climbed 0.7% mom, slower than 2.1% and 3.4% achieved in May and April respectively. Latest reading for Q2 of the Real Estate Sentiment Index (RESI) stood at 5.9, down from 6.8 in Q1. Industry players remain positive but are less bullish, citing key market risks as an overall decline in the global economy and the increase in supply of new development land.

DEVELOPER’S LANDBANK

TOP SELLING PROPERTIES

1. THE REGENCY AT TIONG   BAHRU  BUKIT MERAH (DISTRICT 3)

2. THE MINTON HOUGANG (DISTRICT 19)

3. KOVAN RESIDENCES KOVAN (DISTRICT 19)

4. ORCHID PARK CONDOMINIUM YISHUN (DISTRICT 27)

5. THE BAYSHORE BEDOK (DISTRICT 16)

6. COSTA DEL SOL BEDOK (DISTRICT 16)

Singapore District Map

01 Boat Quay, Chinatown, Havelock Road, Marina Square, Raffles Place, Suntec City
02 Anson Road, Chinatown, Neil Road, Raffles Place, Shenton Way, Tanjong Pagar
03 Alexandra Road, Tiong Bahru, Queenstown
04 Keppel, Mount Faber, Sentosa, Telok Blangah
05 Buona Vista, Dover, Pasir Panjang, West Coast
06 City Hall, High Street, North Bridge Road
07 Beach Road, Bencoolen Road, Bugis, Rochor
08 Little India, Farrer Park, Serangoon Road
09 Cairnhill, Killiney, Leonie Hill, Orchard, Oxley
10 Balmoral, Bukit Timah, Grange Road, Holland, Orchard Boulevard, River Valley, Tanglin Road
11 Chancery, Bukit Timah, Dunearn Road, Newton
12 Balestier, Moulmein, Novena, Toa Payoh
13 Potong Pasir, Machpherson
14 Eunos, Geylang, Kembangan, Paya Lebar
15 Katong, Marine Parade, Siglap, Tanjong Rhu
16 Bayshore, Bedok, Chai Chee
17 Changi, Loyang, Pasir Ris
18 Pasir Ris, Simei, Tampines
19 Hougang, Punggol, Sengkang
20 Ang Mo Kio, Bishan, Braddell Road, Thomson
21 Clementi, Upper Bukit Timah, Hume Avenue
22 Boon Lay, Jurong, Tuas
23 Bukit Batok, Choa Chu Kang, Hillview Avenue, Upper Bukit Timah
24 Kranji, Lim Chu Kang, Sungei Gedong, Tengah
25 Admiralty, Woodlands
26 Tagore, Yio Chu Kang
27 Admiralty, Sembawang, Yishun
28 Seletar, Yio Chu Kang

Source: expats2singapore.com

Long Candidates by Sector( 3 Aug)

1. Properties:

Yanlord
Kepland
F&N
Ying Li

2. Financial:

OCBC

3. Commodities:

IndoAgri
Goldenagri

4. Offshore/marine:

YZJ
Sembcorp
Jaya
Swiber

Singapore Tourism Sector

Companies with strong exposure to Singapore hospitality:

CDL HT
Ascott Reit
UOL
Tiger Airways

Tourism sector as one of Singapore's major economic driving force is likely continue its growth towards to the end of the year.

Singapore Cheap Stocks List

Hi All,

Cheap stocks become hot everyday, they are "diamond in the rough", if you have bought a CORRECT cheap stock, it can give you 10% gain within a day or two easily, but not all cheap stocks can become a "diamond", most of them are "stone" forever. How to find these "diamond"? I spent almost a whole day to screen and create this cheap stock list for your reference, but I am sure not all potential "diamond" have been included into the list. I hope it can give you some clues... Anyway,I will probably update it from time to time, share with me if you found a good stock. Well, the "cheap" stocks in my list are typically:-

1. Price from 20cents to $2
2. Minimum Average vol is 500,000 over past 50 days
3. Average True Range(ATR) is at least 2 cents (i.e at least 10% move for a 20c stock)
4. Highly speculative
5. Good for short term momentum trading(2days to 2 weeks max)
6. Clean chart where T.A can be applied( This is critical)

ARA ASSET MANAGEMENT LIMITED
AscottREIT
AusGroup
BanyanTree
Biosensors
Broadway
C2O Hldg
CapitaRChina
CDL HTrust
CH Offshore
China XLX
ChinaAOil
ChinaMilk
CSE Global
Epure
EZION HOLDINGS LIMITED
Ezra
FIRST RESOURCES LIMITED
GENTING SINGAPORE PLC
Golden Agri
GuocoLeisure
Hiap Hoe
Hiap Seng
Hi-P
HongFok
IndoAgri
InnoTek
MERMAID MARITIME PUBLIC CO LTD
Noble Grp
Rotary
SINOTEL TECHNOLOGIES LTD.
Swiber
Swissco
TiongWoon
Yangzijiang

You may put it inside your watchlist and scan it everyday. Email me to request the file for your ChartNexus software and the idea to scan it. You may find my email contact from my profile, Click Here.

The Bulls Train---Do U Want To Join Them?

I'll definitely keep it short term and be nimble if I go long these days.

Sectors leading stocks list

Here's my main lists of singapore's leading stocks by sectors, just for your info:

1. Banking and Finance:
~ DBS
~ UOB
~ OCBC
~ SGX

2. Marine/offshore:
~ Swiber
~ Sembmar
~ SPC
~ Kepcorp
~ Sembcorp
~ NOL
~ KS Energy
~ ST Engg

3. S-chip
~ CAo
~ Cosco
~ ChinaMilk
~ CapitaRchina
~ Yanlord

4. Commodities
~ IndoAgri
~ GoldenAgri
~ Wilmar
~ Straitsasia
~ Noble
~ STX PO
~ Olam

5. Property
~ Capitaland
~ CapitaMall
~ Kepland
~ Wheelock
~ parkway
~ Wing tai
~ Ascendasreit
~ CityDev
~ CDL HTrust