Ten Largest Catalist Stocks Averaged 3% Gain in 1Q15
OREANDA-NEWS. April 08, 2015. Singapore Exchange (SGX) lists more than 150 Catalist stocks that are broadly categorised to ten sectors by the Global Industry Classification Standard (GICS®) – Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Information Technology, Materials, Telecommunication Services, and Utilities. Together, the Catalist stocks averaged 1% price gain in the first quarter and maintain an average yield of 3%.
Industrials make up more than one-third of the total market capitalisation of the Catalist stocks, followed by Healthcare and Consumer Discretionary. The chart below shows the relative weightings of the 10 sectors by market capitalisation.
Relative weightings of the 10 sectors
Source: SGX StockFacts
In the first quarter of 2015, Materials maintained the highest average price gain of 28.2%, followed by Financials with 21.1% and Consumer Discretionary with 2.3%. On the other hand, Energy was the worst performer with an average price decline of 20.7%, followed by Consumer Staples with -6.9%, and Telecommunication Services with -5.9%. There are nine stocks in the Materials sector and they have a combined market capitalisation of S\\$0.5 billion. In this sector, the best performers in 1Q were Junma Tyre Cord Company (+248.5%), PNE Micron Holdings (+20.5%), and KLW Holdings (+7.1%).
The ten largest Catalist stocks - TalkMed Group, International Healthway Corporation, SingHaiyi Group, REX International Holding, Duty Free International, Halcyon Agri Corporation, Polaris, ISEC Healthcare, Charisma Energy Services, and BlackGold Natural Resources have a combined market capitalisation of S\\$3.5 billion. They averaged 3.4% price gain in the first quarter and maintain an average yield of 2.0%. Amongst them, ISEC Healthcare offered the highest price gain of 26.7% and a yield of 0.2%.
Details of the ten largest Catalist stocks are in the table below. Please also note that clicking directly on the stock name below will take you to the relevant profile page on SGX StockFacts.
Source: S&P Capital IQ & SGX StockFacts
*Note: the price performance only included approximately 2 months of trade since its listing
TalkMed Group
TalkMed Group provides medical oncology services to the oncology patients under the Parkway Cancer Centre brand name. TalkMed Group was incorporated in 2013 and is based in Singapore. TalkMed Group has a market capitalisation of S\\$663.7 million and the stock trades at a price-to-earnings ratio of 6.4. Shares in the stock will go ex-dividend on 4 May 2015, distributing S\\$0.0243 per share in dividends.
On 25 February 2015, the company reported that their revenue for the Financial Year ended 31 December 2014, increased by 12.3% to S\\$63.2 million. As noted in the accompanying statement, the increase was mainly attributed to the increase in patient load and increase in revenue from patients requiring higher intensity care (click here to view).
The company website is: www.talkmed.com.sg.
International Healthway Corporation
International Healthway Corporation operates as an integrated healthcare services and facilities provider in Singapore, Japan, China, and Malaysia. The company operates in two segments, Healthcare Services and Integrated Medical Real Estate. International Healthway Corporation was founded in 2010 and is headquartered in Singapore. International Healthway Corporation has a market capitalisation of S\\$465.2 million and the stock trades at a price-to-earnings ratio of 67.1.
On 1 March 2015, the company reported that their revenue increased by S\\$4.1 million from S\\$31.3 million for the financial year ended 31 December 2013 to S\\$35.4 million for the financial year ended 31 December 2014. The increase is mainly attributed to an increase in rental income on leasing of 12 fully operational nursing facilities in various part of Japan which contributed to the Group's revenue for the full 12 months in FY2014 (click here to view).
The company website is: www.ihc.sg.
SingHaiyi Group
SingHaiyi Group engages in the investment, development, and management of real estate properties primarily in Singapore, Hong Kong, and the United States. It operates through Property Development, Property Investment, and Others segments. The company was formerly known as SingXpress Land Ltd. and changed its name to SingHaiyi Group Ltd. in March 2013. SingHaiyi Group is a subsidiary of Haiyi Holdings Pte Ltd. SingHaiyi Group has a market capitalisation of S\\$435.2 million and the stock trades at a price-to-earnings ratio of 26.6.
On 6 February 2015, the company reported that the total revenue decreased by \\$9.3 million from \\$13.4 million in 3Q2014 to \\$4.1 million for 3Q2015. The decrease was mainly due to the absence of property development income in 3Q2015 (click here to view).
The company website is: www.singhaiyi.com.
REX International Holding
Rex International Holding operates as an independent exploration and production company. The company conducts its operations through Oil and Gas Exploration and Production, and Non-Oil and Gas segments. Rex International Holding is a subsidiary of Rex Commerical Ltd. Rex International Holding has a market capitalisation of S\\$385.6 million and the stock trades at a price-to-book value of 1.3.
As noted in their recent financial statement, the Group recorded revenue of US\\$0.33 million in 4Q FY2014, which arose from technical services rendered to clients by Rex Technology Management. No revenue was recorded in 4Q FY2013, as the Group was primarily involved in exploration and drilling activities (click here to view).
The company website is: www.rexih.com.
Duty Free International
Duty Free International trades in duty free merchandise under the Zon brand in Malaysia. It retails duty free and non-dutiable merchandise, such as imported duty free beverages, tobacco products, chocolates and confectionery products, and perfume and cosmetic products. Duty Free International is a subsidiary of Atlan Holdings Bhd. Duty Free International has a market capitalisation of S\\$302.5 million and the stock trades at a price-to-earnings ratio of 15.9.
As noted in their recent financial statement, the Group’s total revenue declined by 11.6% or RM17.9 million from RM153.8 million in 3Q FY2014 to RM135.9 million in 3Q FY2015. The decrease was mainly due to the decrease in revenue from trading of duty free goods and non-dutiable merchandise segment which reduced by 11.5% or RM17.6 million. The decrease was mainly due to change of sales mix and also lower demands for certain products (click here to view).
The company website is: www.dfi.com.sg.
Halcyon Agri Corporation
Halcyon Agri Corporation processes, produces, and markets natural rubber products. It provides standard Indonesian rubber products. The company markets its products to tire manufacturers and trading houses in the United States, Singapore, the rest of Asia, Europe, and China. Halcyon Agri Corporation has a market capitalisation of S\\$301.0 million and the stock trades at a price-to-book value of 2.7.
On 16 February 2015, the company reported that their gross profit increased by US\\$9.0 million or 212.1% from US\\$4.3 million in Q4 2013 to US\\$13.3 million in Q4 2014. The increase was mainly due to the contribution from the sales made by Anson and NCE (click here to view).
The company website is: www.halcyonagri.com.
Polaris
Polaris is engaged in the distribution and retail of mobile phones, consumer electronics, and related services and accessories in Hong Kong, Singapore, and Myanmar. The company was formerly known as CarrierNet Global Ltd. and changed its name to Polaris Ltd. in April 2013. Polaris has a market capitalisation of S\\$272.9 million and the stock trades at a price-to-book value of 3.9.
On 27 February 2015, the company reported that for the second half of the year 2014, the Group's revenue increased by 13% from S\\$62.5 million to S\\$70.6 million. For the financial year ended 31 December 2014, the Group recorded a turnover of S\\$133.1 million, an increase of 32% as compared to the corresponding year ended 31 December 2013 at S\\$101.1 million. The increase was due to the inclusion of the full twelve months' results from SingTel and the business of consumer electronics which started in April and June 2013, respectively (click here to view).
The company website is: www.wearepolaris.com.
ISEC Healthcare
ISEC Healthcare provides medical eye care services in Malaysia and Singapore. The company was incorporated in 2014 and is based in Singapore. ISEC Healthcare has a market capitalisation of S\\$217.8 million and the stock trades at a price-to-earnings ratio of 0.9.
On 25 February 2015, the company reported that their revenue increased by 26% to S\\$22.0 million in FY2014 as compared to S\\$17.5 million in FY2013. Malaysia operations contributed S\\$20.3 million to the Group’s total revenue in FY2014, compared to S\\$17.5 million in FY2013. As noted in the accompanying statement, the increase in revenue was mainly due to an upward revision on fees charged to patients as well as an increase in number of patient visits for our Malaysia operations (click here to view).
The company website is: www.isechealthcare.com.
Charisma Energy Services
Charisma Energy Services provides mechanical and electrical engineering services in Singapore. It also operates as a scaffolding contractor in refinery, petro-chemical, construction, and marine industries. The company was formerly known as YHM Group Limited and changed its name to Charisma Energy Services Limited in November 2013. Charisma Energy Services has a market capitalisation of S\\$216.4 million and the stock trades at a price-to-earnings ratio of 32.7.
On 12 February 2015, the company reported that their revenue and gross profit recognised in FY2014 increased by US\\$173.3 million and US\\$12.3 million respectively. The increase in revenue and gross profit was mainly due to commencement of lease income from the leasing of hydro-electric power generation equipment in 1Q 2014, commencement of charter income from the deployment of an offshore support in 3Q 2014 and income from trading of oil and gas related products in FY2014 (click here to view).
BlackGold Natural Resources
BlackGold Natural Resources principally engage in coal exploration and mining in the Riau province in Indonesia. It holds the rights to three coal concessions in Riau and targets power plant industry. BlackGold Natural Resources was incorporated in 1997 and is based in Singapore. BlackGold Natural Resources has a market capitalisation of S\\$213.0 million, and it was listed on the Catalist board on 12 March 2015, following a Reverse Takeover (RTO) of NH Ceramics. The RTO process raised a total of S\\$25.4 million with 86 million shares placed at S\\$0.295 a share – click here for more information.
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