24th August Thoughts

 

It is frightening to see institutions have continued to sell. It has been selling for more than 2 months.

Retails on the other hand and buying, REITS are still a favourite. 

Institutions finally have bought Medtecs. 

I am surprised that they bought SATS and dump UOB.

I think retails see value in UOB because of the dividend payout this week and Keppel has fallen quite a bit.

Singtel is an interesting dividend buy for retailers.

UOB has been some selling pressure in the later part of the week. 

Week of 17 Aug 2020
Institutional investors net sell (-S$103.2m) vs. (-S$28.2m) a week ago
Retail investors net buy (+S$329.1m) vs. (+S$60.6m) a week ago
Top 10 Institution Net Buy (+) Stocks (S$M)	Stock Code	Week of 17 Aug	Top 10 Institution Net Sell (-) Stocks (S$M)	Stock Code	Week of 17 Aug
DBS	D05	34.2	Wilmar International	F34	(46.9)
ST Engineering	S63	25.1	Singtel	Z74	(44.0)
OCBC	O39	13.8	City Developments	C09	(16.1)
Venture Corporation	V03	10.4	Keppel Corporation	BN4	(12.7)
SATS	S58	7.0	Mapletree Logistics Trust	M44U	(11.4)
Hongkong Land Holdings	H78	6.8	Genting Singapore	G13	(11.0)
Frasers Logistics & Commercial Trust	BUOU	6.1	UOB	U11	(9.4)
Mapletree North Asia Commercial Trust	RW0U	5.7	CapitaLand	C31	(8.8)
Ascendas REIT	A17U	4.4	SGX	S68	(7.8)
Medtecs International	546	3.9	Frencken Group	E28	(7.4)
Top 10 Retail Net Buy (+) Stocks (S$M)	Stock Code	Week of 17 Aug	Top 10 Retail Net Sell (-) Stocks (S$M)	Stock Code	Week of 17 Aug
Singtel	Z74	64.4	ST Engineering	S63	(14.9)
Wilmar International	F34	50.1	Venture Corporation	V03	(5.2)
City Developments	C09	31.2	Medtecs International	546	(4.7)
UOB	U11	30.6	SATS	S58	(4.2)
OCBC	O39	29.8	Hongkong Land Holdings	H78	(4.0)
Keppel Corporation	BN4	21.5	Frasers Logistics & Commercial Trust	BUOU	(3.7)
DBS	D05	14.6	Mapletree North Asia Commercial Trust	RW0U	(2.9)
SIA	C6L	12.6	Keppel Infrastructure Trust	A7RU	(1.9)
CapitaLand	C31	10.9	Sheng Siong	OV8	(1.8)
Thai Beverage	Y92	9.3	Frasers Centrepoint Trust	J69U	(1.3)