27th July

It is the last week of the month.

It is expected to have a weak July after a strong June showing.

More infections globally. More laid offers too.

Selling appears to be similar to previous weeks. Retail investors are still bullish.

Institutions are selling banks and property, life style , telco blue chips and have loaded up REIT and smaller cap stocks. This is quite unusally. Looks like they are looking for value pickings.

Retailers are picking up banks, SIA and Singtel. I think it is not a clear why.

I think it is a rare momentum when both retail and institute decides to buy ComfortDelGro.


Week of 20 Jul 2020
Institutional investors net sell (-S$202.9m) vs. (-S$211.2m) a week ago
Retail investors net buy (+S$135.3m) vs. (+S$125.1m) a week ago
Top 10 Institution Net Buy (+) Stocks (S$M)Stock CodeWeek of 20 JulTop 10 Institution Net Sell (-) Stocks (S$M)Stock CodeWeek of 20 Jul
Ascendas REITA17U16.7DBSD05(90.8)
Venture CorporationV0315.6OCBCO39(38.4)
Mapletree Industrial TrustME8U11.5Thai BeverageY92(25.1)
SATSS588.6SingtelZ74(22.0)
AEM HoldingsAWX7.5UOBU11(11.8)
Keppel DC REITAJBU5.2Jardine Cycle & CarriageC07(11.0)
Frasers Logistics & Commercial TrustBUOU5.0SIAC6L(9.6)
UMS Holdings5585.0City DevelopmentsC09(8.0)
ComfortDelGroC524.4Keppel CorporationBN4(7.1)
Frencken GroupE283.9NetLink NBN TrustCJLU(7.0)
Top 10 Retail Net Buy (+) Stocks (S$M)Stock CodeWeek of 20 JulTop 10 Retail Net Sell (-) Stocks (S$M)Stock CodeWeek of 20 Jul
DBSD0546.4Venture CorporationV03(14.3)
Thai BeverageY9224.4AEM HoldingsAWX(12.1)
OCBCO3924.2UMS Holdings558(10.0)
ComfortDelGroC5217.3Ascendas REITA17U(6.5)
SingtelZ7417.2Mapletree Industrial TrustME8U(6.4)
SIAC6L10.6Frasers Logistics & Commercial TrustBUOU(5.6)
CapitaLandC316.9Frencken GroupE28(5.3)
UOBU116.6Mapletree Logistics TrustM44U(5.0)
NetLink NBN TrustCJLU6.0SATSS58(3.8)
Riverstone Holdings AP45.5Keppel DC REITAJBU(3.1)

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