3rd Aug Thoughts

The month of July ended with a low for STI.


more selling than buying.  Institutions are playing safe. Retails have slowed down but  bullish on selected blue chips.
Interesting to see more medical stocks are bought include REITs.

Week of 27 Jul 2020
Institutional investors net sell (-S$245.7m) vs. (-S$202.9m) a week ago
Retail investors net buy (+S$98.7m) vs. (+S$135.3m) a week ago
Top 10 Institution Net Buy (+) Stocks (S$M)Stock CodeWeek of 27 JulTop 10 Institution Net Sell (-) Stocks (S$M)Stock CodeWeek of 27 Jul
Venture CorporationV0318.9DBSD05(57.6)
Wilmar InternationalF3417.3OCBCO39(43.9)
UG Healthcare41A10.9UOBU11(25.1)
Riverstone HoldingsAP47.0SGXS68(18.6)
Frasers Logistics & Commercial TrustBUOU5.6CapitaLandC31(17.0)
Frencken GroupE284.9Keppel CorporationBN4(13.3)
Yangzijiang ShipbuildingBS64.7SIAC6L(10.6)
Keppel REITK71U2.9CapitaLand Mall TrustC38U(10.5)
Keppel DC REITAJBU2.7Jardine Cycle & CarriageC07(10.4)
Frasers Centrepoint TrustJ69U2.6SingtelZ74(9.5)
Top 10 Retail Net Buy (+) Stocks (S$M)Stock CodeWeek of 27 JulTop 10 Retail Net Sell (-) Stocks (S$M)Stock CodeWeek of 27 Jul
DBSD0536.2Venture CorporationV03(14.0)
OCBCO3920.7UG Healthcare41A(11.8)
UOBU1113.1Wilmar InternationalF34(11.3)
SIAC6L12.8Riverstone HoldingsAP4(8.2)
CapitaLandC3110.9ST EngineeringS63(7.7)
Top Glove CorporationBVA10.0Frencken GroupE28(6.0)
SATSS589.6SingtelZ74(5.3)
CapitaLand Mall TrustC38U8.7Frasers Logistics & Commercial TrustBUOU(5.1)
ComfortDelGroC528.1Jardine MathesonJ36(3.5)
SGXS686.4Keppel Infrastructure TrustA7RU(2.6)

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