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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Sector Performance 

Net Cash Total

------------------- PE ------------------- ------------- EPS Grow th ------------ Net --------- Yield --------- Price/ (Debt) to Market Market

2014 2015F 2016F 2014 2015F 2016F Margin ROA ROE 2014 2015F NTA ps Equit y Cap. Cap.(x) (x) (x) (%) (%) (%) (%) (%) (%) (%) (%) (x) (%) (%) (S$m)

 AVIATION 29.7 24.5 21.3 (18.6) 5.2 18.4 4.0 2.8 5.6 3.5 3.4 1.8 25.0 7.3 30,096

FINANCE 10.5 10.2 9.5 14.2 (0.7) 6.5 n.a. 1.1 13.0 3.7 3.8 1.4 n.a. 29.2 121,137

HEALTHCARE 51.1 45.6 37.2 6.5 11.4 22.5 11.2 3.2 4.7 0.6 0.5 4.0 (10.4) 4.4 18,376

LAND TRANSPORT 21.1 19.1 17.3 14.7 10.3 10.4 7.1 5.0 12.5 2.9 2.9 3.2 (22.5) 1.9 7,896

MEDIA 15.8 21.0 20.7 (6.3) (25.0) 1.6 33.3 6.2 11.2 5.3 4.8 1.9 (16.9) 1.5 6,371

OIL SERVICES 3.8 6.1 3.7 3.9 (50.6) 64.9 13.1 4.8 13.0 2.5 0.4 0.4 (119.5) 0.6 2,338

PLANTATION 13.2 10.6 9.2 (18.0) 24.2 14.9 3.0 2.4 5.9 2.5 2.7 0.9 (73.4) 6.5 26,872

PROPERTY 7.3 14.7 14.1 46.2 (53.2) 4.6 37.1 4.1 9.6 2.7 2.5 0.7 (57.7) 6.9 28,618

REITS 18.4 16.3 15.3 (1.7) 10.0 5.0 52.7 3.3 5.1 6.6 6.7 0.9 (53.3) 9.3 38,503

SHIPPING n.a. n.a. 40.0 n.a. n.a. n.a. (3.0) (2.8) (13.3) 0.0 0.0 0.6 (103.6) 0.5 2,147

SHIPYARD 7.2 8.6 9.0 2.3 (16.5) (4.1) 10.6 5.5 17.0 5.8 5.4 1.1 (62.2) 6.9 28,603

SUPPLY CHAIN 11.6 9.8 8.6 13.9 10.2 12.8 0.6 1.8 7.5 6.1 3.6 1.0 (133.7) 2.1 8,833

TECHNOLOGY 15.8 14.8 13.5 6.7 7.4 9.1 5.7 5.6 7.6 6.2 6.2 1.9 8.5 0.5 2,213

TELECOMS 15.9 16.2 15.1 3.4 (2.2) 7.2 20.9 9.9 17.4 4.8 4.8 5.1 (31.4) 16.6 68,714

OTHERS n.a. 19.5 16.4 n.a. n.a. 18.4 (22.2) (3.8) (7.1) 4.4 4.4 1.2 (1.0) 5.8 24,165

OVERALL 14.0 13.3 12.2 (4.0) 2.2 8.3 9.0 1.8 9.1 4.1 4.0 1.4 (33.8) 100.0 414,883

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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Performance At A Glance*

Comp any ----------Price (S$)---------- --------------------- % Chang e --------------------- Company ---------- Price (S$) ---------- --------------------- % % Change ---------------------

31/07/15 31/08/15 mom yoy ytd 31/07/15 31/08/15 mom yoy ytd

Suntec REIT 1.705 1.53 (10.3) (16.2) (21.9) OTHERS

Secto r (7.0) (10.6) (12.0) Genting HK US$ 0.34 0.31 (8.8) (17.3) (11.4)

Genting SP 0.88 0.77 (12.5) (36.9) (28.7)SHIPPING HPH Trust US$ 0.60 0.525 (12.5) (27.1) (23.9)N O L 0.93 0.825 (11.3) (17.9) (1.8) SingPost 1.955 1.78 (9.0) 3.2 (7.3)Secto r (11.3) (17.9) (1.8) SuperGroup 1.005 0.79 (21.4) (41.3) (31.0)

Sector (11.9) (27.8) (22.7)

SHIPYARD

COSCO Corp 0.39 0.375 (3.8) (48.3) (33.0) OVERALL (9.5) (14.6) (13.8)

Keppel Corp 7.50 6.84 (8.8) (37.2) (22.7)

Sembcorp Ind 3.57 3.42 (4.2) (33.2) (23.1)

Sembcorp Marine 2.61 2.39 (8.4) (39.6) (26.7)

Yangzijiang 1.29 1.10 (14.7) (5.6) (8.7)Secto r (8.6) (34.0) (22.1)

SUPPLY CHAIN

Noble Group 0.455 0.545 19.8 (59.9) (52.2)

Olam 1.84 2.07 12.5 (21.9) 2.5Secto r 15.4 (44.0) (30.5)

TECHNOLOGY

Venture Corp 7.85 8.01 2.0 (0.2) 1.8

Secto r 2.0 (0.2) 1.8

TELECOMS

M1 3.13 2.94 (6.1) (22.6) (18.6)

S Telecoms 4.09 3.74 (8.6) (3.9) (4.1)

StarHub 3.83 3.66 (4.4) (11.8) (11.8)Secto r (8.1) (5.6) (5.5)

 

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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Performance At A Glance*

 Aviat ion

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

(31Dec14=100)

FSSTI

 Aviation

 

Finance

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Finance

(31Dec14=100)

 

Healthcare

80

85

90

95

100

105

110

115

120

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Healthcare

(31Dec14=100)

 

Land Transport

80

85

90

95

100

105110

115

120

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Land Transport

(31Dec14=100)

 

Media

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Media

(31Dec14=100)

 

Oil Services

4550556065707580859095

100105110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Oil Services

(31Dec14=100)

 

 

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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Performance At A Glance*

Plantation

75

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Plantation

(31Dec14=100)

 

Property

80

85

90

95

100

105

110

115

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Property

(31Dec14=100)

 

REITs

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

REITs

(31Dec14=100)

 

Shipping

80

85

90

95

100

105

110

115

120125

130

135

140

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Shipping

(31Dec14=100)

 

Shipyard

75

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Shipyard

(31Dec14=100)

 

Supply Chain

55

60

65

70

75

80

85

9095

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Supply Chain

(31Dec14=100)

 

 

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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Performance At A Glance*

Technology

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Technology

(31Dec14=100)

 

Telecoms

80

85

90

95

100

105

110

115

120

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Telecoms

(31Dec14=100)

 

Others

75

80

85

90

95

100

105

110

Jan Feb Mar Apr May Jun Jul Aug

FSSTI

Others

(31Dec14=100)

 

* Based on UOB Kay Hian’s universe

 

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S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Diary Of Events

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

 –  

 –  

 –   x 

Polling Day

 –   Jul 15 Retail Sales  –   Aug 15 Trade Figures 13 14 16 17 18 19

6 37 8 9 10

15

12

2541 2 3

11

 

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15

S i n g a p o r e C o r p o r a t e G u i d e September 2015 

Diary Of Events

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

 –   Aug 15 CPI

 

Hari Raya Aidil Adha

 –   Aug 15 IPI

 

 –   Aug 15 Money Supply 

* Confirmed

25 2620 22 2321

27 2928 30

24

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