31 August Thoughts

Finally, we see institutions are buying. It is end of August. Probably rebalancing the portfolio .


There is a mix of property, banks, healthcare, travel  and MICE. SIA and SATS are included. Interesting on their thoughts.

They sold REITS too. 

Retailers are positive on banks. 


Week of 24 Aug 2020
Institutional investors net buy (+S$59.2m) vs. (-S$103.2m) a week ago
Retail investors net buy (+S$173.1m) vs. (+S$329.1m) a week ago
Top 10 Institution Net Buy (+) Stocks (S$M)Stock CodeWeek of 24 AugTop 10 Institution Net Sell (-) Stocks (S$M)Stock CodeWeek of 24 Aug
ST EngineeringS6331.2UOBU11(11.8)
SATSS5822.4Thai BeverageY92(8.5)
Genting SingaporeG1314.0AvargaU09(7.3)
Riverstone HoldingsAP413.5Keppel DC REITAJBU(7.2)
ComfortDelGroC5213.1Mapletree Industrial TrustME8U(7.2)
Suntec REITT82U10.5CapitaLand Retail China TrustAU8U(6.6)
Mapletree Commercial TrustN2IU9.6Aspen Group1F3(6.2)
DBSD057.8Keppel CorporationBN4(5.7)
SIAC6L6.2Mapletree Logistics TrustM44U(5.7)
UOL GroupU145.4ISDN HoldingsI07(4.6)
Top 10 Retail Net Buy (+) Stocks (S$M)Stock CodeWeek of 24 AugTop 10 Retail Net Sell (-) Stocks (S$M)Stock CodeWeek of 24 Aug
UOBU1154.7ComfortDelGroC52(15.4)
OCBCO3931.1Riverstone HoldingsAP4(13.7)
DBSD0529.2SATSS58(13.3)
Keppel CorporationBN412.0ST EngineeringS63(7.5)
Thai BeverageY9210.7Genting SingaporeG13(5.0)
Ascendas REITA17U8.0Suntec REITT82U(4.9)
CapitaLandC317.8Sri Trang Agro-IndustryNC2(4.2)
CapitaLand Retail China TrustAU8U7.3Medtecs International546(2.8)
AvargaU097.2Jardine MathesonJ36(2.5)
SingtelZ747.0Frasers Centrepoint TrustJ69U(2.4)

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