What stocks moved STI after mid-year?

On 25 January 2015, I wrote a blog post on the subject matter. This is an update with the most current share prices of the STI (Straits Times Index) component stocks as at 21 July 2015.

The Straits Times Index (STI) increased a mere 0.19% from the start of this year. (3,371.41 points as at 21 July 2015 against 3,365.15 points as at 31 December 2014).

Even when the index was flat, the component stocks that make up the STI were a different picture altogether.

See table below of 30 component stocks of STI.

Stock 31/12/2014 21/7/2015 Change
Hongkong Land (USD) 6.76 7.99 18.2%
Comfort Delgro 2.60 3.04 16.9%
Sing Tel 3.90 4.38 12.3%
Thai Bev 0.69 0.77 11.6%
SGX 7.81 8.48 8.6%
CapitaMall Trust 2.04 2.18 6.9%
CapitaLand 3.31 3.49 5.4%
Global Logistics 2.48 2.58 4.0%
DBS 20.60 21.43 4.0%
Ascendas Reit 2.38 2.45 2.9%
ST Engr 3.40 3.44 1.2%
Wilmar Intl 3.24 3.27 0.9%
SIA 11.60 11.70 0.9%
SPH 4.21 4.20 -0.2%
OCBC 10.46 10.36 -1.0%
City Dev 10.27 9.90 -3.6%
UOB 24.53 23.41 -4.6%
StarHub 4.15 3.95 -4.8%
JSH (USD) 34.20 32.10 -6.1%
Keppel Corp 8.85 8.18 -7.6%
SIA Engr 4.22 3.87 -8.3%
JMH (USD) 60.95 55.88 -8.3%
HPH Trust (USD) 0.69 0.61 -11.6%
OLAM Intl 2.02 1.76 -12.9%
SembCorp Marine 3.26 2.83 -13.2%
SembCorp Ind 4.45 3.86 -13.3%
Genting Singapore 1.08 0.91 -15.7%
Golden Agri-Res 0.46 0.375 -18.5%
Jardine C&C 42.60 31.09 -27.0%
Noble 1.14 0.665 -41.7%
Sum 288.35 269.15 -6.7%
STI 3365.15 3371.41 0.19%
STI ETF 3.41 3.42 0.29%

Analysis

Only 13 of the 30 stocks were in positive territory. 17 stocks went down from the start of the year. 13 stocks were doing the heavy lifting of the index to positive territory.

Hongkong Land, Comfort Delgro, Singtel, and Thai Beverage had double-digit positive change rates. At the other end of the spectrum, Noble, Jardine C&C, Golden Agri-Res, Genting Singapore, SembCorp Ind, SembCorp Marine, Olam, and HPH Trust had double-digit negative change rates. These stocks were mainly commodity related stocks and SembCorp group of companies.

It appears that individual stocks were moving according to their own rhythms without regard to the general stock market conditions. Selection of stocks for personal portfolio became a challenge. One may be better off buying into the index in Exchange Traded Fund (ETF) as the portfolio basis of investing could reduce the variability of individual stocks. The SPDR STI ETF moved up 0.29% almost in line with the STI.

Same cautionary advice: Use this information with caution.

Copyright © 2015, limkimtong for Living Investment

The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

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