STI Reaches Record High Before September Consolidation
$Straits Times Index(STI.SI)$ Consolidates After Record High, STI ETF Milestone and Catalist and Technology Indices Outperform The Straits Times Index ended September at 5,675.88, declining 1.4% during the month after reaching a record high of 5,828.5 on 4 September. This brought its 9M26 total return to 26.4%, moderately ahead of the FTSE Asia Pacific Index's 22.2% total return over the same period. $SS SPDR STI ETF(ES3.SI)$ and $Amova STI ETF S$D(G3B.SI)$ ended the month at S$5.769 and S$5.874 respectively, with the two ETFs booking net inflow of S$293 million in September, representing 19 successive months of net inflow totalling S$1.96 billion. This bro
Institutional Money Is Starting to Rotate Back Into Singapore Stocks
Institutional investors recorded aggregate net outflow of S$336.07 million across Singapore-listed stocks over the four weeks from the open on 31 August to the close on 25 September. Net institutional buying of S$104.42 million and S$13.00 million in the first two weekly periods was followed by net selling of S$292.39 million and S$161.10 million over the subsequent two weeks. The table below highlights selected stocks where institutional activity bucked this broader trend, reversing from aggregate net selling over 31 August to 11 September to net buying in both weeks from 14 to 25 September. Stock Code NIF 31 Aug–4 Sep (S$M) NIF 7–11 Sep (S$M) NIF 14–18 Sep (S$M) NIF 21–25 Sep (S$M) NIF Preceding 2W (S$M) NIF Recent 2W (S$M) NIF Sep Total (S$M) NIF Calendar Year-to-Date (S$M) YZJ Shipbldg
Over the five sessions through to 24 September, more than 60 director interests and substantial shareholdings were filed for close to 40 primary-listed stocks. Directors or CEOs reported 23 acquisitions and two disposals, while substantial shareholders recorded 14 acquisitions and one disposal. In addition, the five sessions saw 26 primary-listed companies conduct buybacks with a total consideration of S$81 million, led by Singapore Telecommunications, United Overseas Bank and Keppel. 1. $Seatrium Ltd(5E2.SI)$ On 22 September, $Seatrium Ltd(5E2.SI)$ established a new S$200 million Share Buyback Programme, double the size of the preceding S$100 million programme that was fully utilised on 1
Singapore Stocks That Reversed 1H26 Institutional Outflows in 3Q26
Among Singapore’s large-cap stocks, $YZJ Shipbldg SGD(BS6.SI)$ and $Keppel(BN4.SI)$ have more than reversed 1H26 net institutional outflows with net institutional inflows in 3Q26. This means Yangzijiang Shipbuilding Holdings has now chalked up S$180 million in net institutional flow for 2026 to Sep 22, after reversing a net outflow of S$40 million in 1H26 with net institutional inflow of S$219 million in 3Q26. Yangzijiang Shipbuilding’s August 1H26 results presentation highlighted record revenue of RMB17.5 billion, up 36.2% from a year earlier, while net profit attributable to shareholders increased 28.4% to RMB5.4 billion. The group also reported an outstanding orderbook of US$22.4 billion across 256