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    Clical Consumer Discretiona: Super Group (1410) Starhub - Dairy Farm - SMRT Singpost

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    koksoon chong
    This document categorizes Singaporean companies into different sectors including consumer staples, telecom, banks, consumer discretionary, commodities, offshore and marine, property, industrials, and technology. It provides 1-2 example companies for each sector and briefly notes key characteristics like reliance on dividends, debt levels, cyclicality, and valuation metrics. Overall risks and sensitivities to economic factors are also mentioned for several sectors.

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    Clical Consumer Discretiona: Super Group (1410) Starhub - Dairy Farm - SMRT Singpost

    Uploaded by

    koksoon chong
    37 views2 pages
    This document categorizes Singaporean companies into different sectors including consumer staples, telecom, banks, consumer discretionary, commodities, offshore and marine, property, industrials, and technology. It provides 1-2 example companies for each sector and briefly notes key characteristics like reliance on dividends, debt levels, cyclicality, and valuation metrics. Overall risks and sensitivities to economic factors are also mentioned for several sectors.

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    This document categorizes Singaporean companies into different sectors including consumer staples, telecom, banks, consumer discretionary, commodities, offshore and marine, property, industrials, and technology. It provides 1-2 example companies for each sector and briefly notes key characteristics like reliance on dividends, debt levels, cyclicality, and valuation metrics. Overall risks and sensitivities to economic factors are also mentioned for several sectors.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    37 views2 pages

    Clical Consumer Discretiona: Super Group (1410) Starhub - Dairy Farm - SMRT Singpost

    Uploaded by

    koksoon chong
    This document categorizes Singaporean companies into different sectors including consumer staples, telecom, banks, consumer discretionary, commodities, offshore and marine, property, industrials, and technology. It provides 1-2 example companies for each sector and briefly notes key characteristics like reliance on dividends, debt levels, cyclicality, and valuation metrics. Overall risks and sensitivities to economic factors are also mentioned for several sectors.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 2

    Consumer Staples Telecom Other Defensives

    Raffles Medical SingTel • Comfort Delgro


    Super Group (1410) StarHub • SMRT
    • Dairy Farm • Ml Singpost
    Cerebos High dividend Singapore Press
    yield Holdings
    • VICOM

    clical
    Banks Consumer Commodities
    Discretiona
    (JOB FJ Benjamin Olam (Agri)
    • OCBC Osim Noble Group
    • DBS International (agri/energy)
    High debt, Genting Wilmar (CPO)
    inconsistent cash International Golden-Agri (CPO)
    flow Hotel properties High gearing,
    Valued using P/B Banyan Tree ignore debt in
    ratio. • The Hour Glass valuation.
    Affected by loan Correlated to
    growth and net commodity prices
    interest margins
    Deep cyclical
    and Marine Property
    Offshore
    Rig builders • Developers
    Keppel Corp • Capitaland (Res/China)
    Sembcorp Marine • Keppel Land (Res)
    Sembcorp Industries • CityDev (Off)
    Deep cyclical, correlated to • SingLand (Off)
    oil prices • Affected by interest rates,
    Ship builders/repair real estate prices, govt.
    Cosco Corp policies. Deep cyclical
    YangziJiang Value using RNAV
    Deep cyclical Real Estate Trusts (REITs)
    Marine transport Retail: Suntec,
    . NOL CapitaCommercial
    . Deep cyclical, affected by • Office: KREIT, Ascendas
    freight rates Industrial: Mappletree
    Logistics
    • Affected by interest rates,
    GDP

    Industrials
    (logistics, aerospace, defence,
    construction, engineering and
    Technology
    conglomerates)
    ST Engineering Creative Technology
    Hyflux Venture Corp
    Jardine Matheson (Con) DMX Technologies
    Sembcorp Industries (Con) Armstrong Industrial
    Kian Ann Engineering Amtek Engineering
    Goodpack Innotek
    Neptune Orient Line
    Singapore Airlines

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