輝立證券集團市場觀察總結
核心內容概述
本報告提供了新加坡及亞太、美國與歐洲地區的市場指數、股票表現、貨幣匯率、債券收益率、商品價格以及新加坡與美國的經濟日曆等數據，並包含部分公司的股息信息與研究報告摘要。
新加坡市場指數表現
| 指數 |
當前水平 |
前日變動 |
變動百分比 |
| FTSE ST Straits Time |
3,041.4 |
+2.7 |
+0.1% |
| FTSE ST Financial |
906.0 |
-1.5 |
-0.2% |
| FTSE ST Real Estate |
749.0 |
+2.9 |
+0.4% |
| FTSE ST Industrials |
724.2 |
+7.3 |
+1.0% |
| FTSE ST Consumer Service |
660.3 |
+0.9 |
+0.1% |
| FTSE ST Telecommunicate |
787.3 |
+4.5 |
+0.6% |
| FTSE ST Oil & Gas |
316.2 |
-0.7 |
-0.2% |
| FTSE ST Consumer Good |
415.2 |
+0.6 |
+0.1% |
| FTSE ST Utilities |
270.6 |
-0.4 |
-0.1% |
| FTSE ST Healthcare |
1,290.8 |
+4.0 |
+0.3% |
| FTSE ST Technology |
217.3 |
-0.7 |
-0.3% |
| FTSE ST Basic Material |
46.6 |
+0.7 |
+1.4% |
| FTSE ST Mid-Cap |
685.7 |
-0.2 |
-0.0% |
| FTSE ST Catalyst |
321.0 |
-0.1 |
-0.0% |
- 總成交量：1,224.6 million shares，較前日下降22.9 million shares（-1.8%）。
- 總市值：662.1 million S$，較前日下降115.8 million S$（-14.9%）。
- 漲跌情況：593隻股票持平，1隻股票下跌。
新加坡市場表現
涨幅最大的股票（市值 > S$100m）
- DBS Group Holdings
- Singapore Teleco
- Jardine Matheson
- OCBC Bank
- Jardine Strat
- United Overseas
跌幅最大的股票（市值 > S$100m）
- 3Energy Ltd
- Tat Seng Packaging
- Nera Telecom
- Spindex Ind
- Pollux Property
- Telechoice Intl
亞太市場指數表現
| 指數 |
當前水平 |
前日變動 |
變動百分比 |
年內變動 |
| Nikkei 225 |
21,646.55 |
+139.0 |
+0.6% |
-4.9% |
| KOSPI |
2,069.95 |
-0.1 |
-0.0% |
-16.1% |
| CSI 300 |
3,214.43 |
-12.1 |
-0.4% |
-20.3% |
| HSCEI |
10,446.43 |
-39.6 |
-0.4% |
-10.8% |
| Taiex |
9,714.71 |
-26.8 |
-0.3% |
-8.7% |
| Hang Seng |
26,019.41 |
+47.9 |
+0.2% |
-13.0% |
| Ho Chi Minh |
924.42 |
+1.9 |
+0.2% |
-6.1% |
| Nifty |
10,526.75 |
-73.3 |
-0.7% |
-0.0% |
| SET |
1,604.40 |
-12.9 |
-0.8% |
-8.5% |
| KLCI |
1,695.62 |
+0.3 |
+0.0% |
-5.6% |
| STI |
3,041.38 |
+2.7 |
+0.1% |
-10.6% |
| JCI |
5,990.81 |
+42.8 |
+0.7% |
-5.7% |
| Phil Comp |
7,268.38 |
+2.9 |
+0.0% |
-15.1% |
| S&P/ASX 200 |
5,691.28 |
+7.0 |
+0.1% |
-6.0% |
美國與歐洲市場指數表現
| 指數 |
當前水平 |
前日變動 |
變動百分比 |
年內變動 |
| DJIA |
24,464.69 |
-1.0 |
-0.0% |
-1.0% |
| NASDAQ Comp |
6,972.25 |
+63.4 |
+0.9% |
+1.0% |
| S&P 500 |
2,649.93 |
+8.0 |
+0.3% |
-0.9% |
| FTSE 100 |
6,960.32 |
-89.9 |
-1.3% |
-9.5% |
| DAX |
11,138.49 |
-105.7 |
-0.9% |
-13.8% |
| CAC 40 |
4,938.14 |
-37.4 |
-0.8% |
-7.0% |
| Euro STOXX 50 |
3,126.67 |
-27.2 |
-0.9% |
-10.8% |
| VIX |
20.80 |
-1.7 |
-7.5% |
+88.4% |
貨幣匯率表現
| 貨幣 |
當前匯率 |
前日變動 |
變動百分比 |
年內變動 |
| 日元 |
112.95 |
+0.04 |
-0.04% |
-0.3% |
| 韓元 |
1,129.13 |
-0.19 |
+0.02% |
+5.5% |
| 人民幣 |
6.9320 |
+0.01 |
-0.07% |
-6.1% |
| 台幣 |
30.90 |
+0.00 |
-0.01% |
-3.8% |
| 港幣 |
7.83 |
+0.00 |
+0.02% |
+0.2% |
| 印度盧比 |
70.70 |
-0.77 |
+1.08% |
+9.7% |
| 马来西亚林吉特 |
4.20 |
+0.00 |
-0.04% |
-3.6% |
| 新加坡元 |
1.37 |
- |
- |
-2.7% |
| 菲律賓披索 |
52.36 |
+0.04 |
-0.08% |
-4.8% |
| 印度尼西亚盾 |
14,580 |
-23.00 |
+0.16% |
+7.0% |
| 澳元 |
0.73 |
+0.00 |
-0.04% |
-7.1% |
| 歐元 |
1.14 |
+0.00 |
-0.01% |
-5.0% |
| 英鎊 |
1.29 |
+0.00 |
-0.02% |
-4.7% |
| 泰銪 |
32.97 |
+0.02 |
-0.05% |
-1.2% |
債券收益率（10年期）
| 國家 |
債券收益率 |
前日變動 |
變動百分比 |
年內變動 |
| 新加坡 |
2.44% |
-0.01% |
-0.39% |
+21.9% |
| 美國 |
3.06% |
- |
- |
+27.3% |
| 日本 |
0.10% |
+0.01% |
+5.26% |
+108.3% |
| 英國 |
1.43% |
+0.03% |
+2.29% |
+20.0% |
| 德國 |
0.37% |
-0.01% |
-1.60% |
-13.3% |
| 馬來西亞 |
4.15% |
+0.00% |
-0.10% |
+6.1% |
| 印度尼西亚 |
7.95% |
+0.00% |
+0.01% |
+25.9% |
商品價格表現
| 商品 |
價格 |
前日變動 |
變動百分比 |
年內變動 |
| 布倫特原油 |
$62.6 |
-0.88 |
-1.39% |
-1.1% |
| 黃金 |
$1,227.3 |
-0.17 |
-0.01% |
-6.1% |
| 銅 |
$280.8 |
- |
- |
-16.4% |
| 棕櫚油 |
RM2,057.0 |
+51.00 |
+2.54% |
- |
| CRB指數 |
185.0 |
+1.22 |
+0.66% |
-4.6% |
新加坡公司股息日期
| Ex-date |
公司名稱 |
狀態 |
金額 |
年內收益率 |
Record date |
Payment date |
| 27 Nov 18 |
Ban Leong Tech |
Interim |
0.005 |
7.00% |
11/29/2018 |
12/11/2018 |
| 28 Nov 18 |
EZION HOLDINGS LTD |
- |
- |
- |
- |
- |
| 29 Nov 18 |
PSL HOLDINGS LTD |
- |
- |
- |
- |
- |
| 3 Dec 18 |
MANHATTAN RESOURCES LTD |
- |
- |
- |
- |
- |
| 3 Dec 18 |
LIFEBRANDZ LTD |
- |
- |
- |
- |
- |
| 3 Dec 18 |
SOILBUILD CONSTRUCTION GROUP |
- |
- |
- |
- |
- |
| 3 Dec 18 |
TRITECH GROUP LIMITED |
- |
- |
- |
- |
- |
| 3 Dec 18 |
OUE LIPPO HEALTHCARE LTD |
- |
- |
- |
- |
- |
| 3 Dec 18 |
EZION HOLDINGS LTD |
- |
- |
- |
- |
- |
| 3 Dec 18 |
MANHATTAN RESOURCES LTD |
- |
- |
- |
- |
- |
新加坡公司最新報告摘要
| 公司 |
分析師 |
上次報告 |
建議 |
目標價 (S$) |
當前價 (S$) |
變動百分比 |
年內變動 |
| DBS Group Holdings |
Tin Min Ying |
7-Nov-18 |
Buy |
29.020 |
23.000 |
-3.2% |
+26.2% |
| OCBC |
Tin Min Ying |
2-Nov-18 |
Buy |
13.700 |
10.800 |
-5.8% |
+26.9% |
| SGX |
Tin Min Ying |
22-Oct-18 |
Buy |
9.010 |
7.140 |
-0.8% |
+26.2% |
| UOB |
Tin Min Ying |
29-Oct-18 |
Buy |
32.520 |
23.880 |
-1.1% |
+36.2% |
| Raffles Medical |
Tin Min Ying |
30-Oct-18 |
Accumulate |
1.160 |
1.120 |
+5.7% |
+3.6% |
| Q&M Dental |
Tin Min Ying |
19-Nov-18 |
Neutral |
0.513 |
0.505 |
-1.0% |
+1.6% |
| Singapore O&G Ltd |
Tin Min Ying |
13-Aug-18 |
Buy |
0.420 |
0.340 |
-5.6% |
+23.5% |
| Health Management International |
Tin Min Ying |
15-Nov-18 |
Buy |
0.770 |
0.540 |
-11.5% |
+42.6% |
新加坡與美國經濟日曆
| 日期 |
報告項目 |
前值 |
預測 |
實際 |
| 28 Nov 18 |
US: Personal Income |
0.3% |
0.4% |
0.2% |
| 28 Nov 18 |
US: Consumer Confidence |
138.4p |
135.67p |
137.9p |
| 28 Nov 18 |
US: MBA Mortgage Applications |
4.9% |
-(-2.5%) |
- |
| 28 Nov 18 |
Initial Jobless Claims |
215K |
212.43K |
- |
| 28 Nov 18 |
FOMC Rate Decision |
0.0225 |
0.0225 |
- |
| 28 Nov 18 |
PPI Final Demand MoM |
0.002 |
0.002 |
- |
| 28 Nov 18 |
U. of Mich. Sentiment |
98.6p |
97.78p |
- |
| 28 Nov 18 |
Wholesale Inventories MoM |
0.003 |
- |
- |
| 28 Nov 18 |
GDP Annualized QoQ |
0.035 |
- |
- |
| 28 Nov 18 |
Personal Spending |
0.004 |
- |
- |
| 28 Nov 18 |
Initial Job Claims |
- |
- |
- |
| 28 Nov 18 |
Industrial Production YoY |
-0.002 |
- |
- |
| 28 Nov 18 |
Conf. Board Consumer Confidence |
137.9p |
- |
- |
| 28 Nov 18 |
MBA Mortgage Applications |
-0.032 |
- |
- |
| 28 Nov 18 |
GDP Annualized QoQ |
0.035 |
- |
- |
| 28 Nov 18 |
Personal Spending |
0.004 |
- |
- |
| 28 Nov 18 |
Initial Job Claims |
- |
- |
- |
| 28 Nov 18 |
Industrial Production SA MoM |
-0.049 |
- |
- |
| 28 Nov 18 |
Wholesale Inventories MoM |
- |
- |
- |
| 28 Nov 18 |
Personal Income |
0.002 |
- |
- |
| 28 Nov 18 |
GDP Annualized QoQ |
0.035 |
- |
- |
| 28 Nov 18 |
Personal Spending |
0.004 |
- |
- |
| 28 Nov 18 |
Initial Job Claims |
- |
- |
- |
| 28 Nov 18 |
Industrial Production YoY |
-0.002 |
- |
- |
| 28 Nov 18 |
Conf. Board Consumer Confidence |
137.9p |
- |
- |
| 28 Nov 18 |
MBA Mortgage Applications |
-0.032 |
- |
- |
| 28 Nov 18 |
New Home Sales |
553K |
- |
- |
| 28 Nov 18 |
Chicago Purchasing Manager |
- |
- |
- |
新加坡公司最新盈利報告
| 公司 |
報告日期 |
經營利潤（S$） |
年內變動 |
| Sembcorp Indus |
2018 Q3 |
SGD82.3m |
-12% yoy |
| DBS Group Hldgs |
2018 Q3 |
SGD1413.0m |
+76% yoy |
| Jardine Cycle & |
2018 Q3 |
USD200.9m |
-3% yoy |
| Singapore Teleco |
2019 Q2 |
SGD667.2m |
-77% yoy |
| Sunpower Group |
2018 Q3 |
SGD57.0m |
-25% yoy |
| Frasers Logistic |
2018 Q4 |
AUD96.1m |
+232% yoy |
| Yangzijiang Ship |
2018 Q3 |
CNY778.6m |
-10% yoy |
| Genting Singapore |
2018 Q3 |
SGD210.4m |
+25% yoy |
| OUE Ltd |
2018 Q3 |
SGD2.1m |
-81% yoy |
| Best World Intl |
2018 Q3 |
SGD29.9m |
+145% yoy |
| Sing Medical Grp |
2018 Q3 |
SGD3.2m |
nm% yoy |
| Old Chang Kee Lt |
2018 Q3 |
SGD0.015m |
+3.87% yoy |
| ThaiBev |
Y Conf |
- |
- |
| IHH Healthcare |
Q3 Tent |
- |
- |
| Keong Hong |
Y Est |
- |
- |
| BRC Asia |
Y Est |
- |
- |
| MM2 Asia |
S1 Est |
- |
- |
| PNE Industries |
Y Est |
- |
- |
| Nam Lee Pressed |
Y Est |
- |
- |
| Goodland Group |
Y Est |
- |
- |
| Sunmoon Food Com |
Q2 Est |
- |
- |
| Sin Heng Heavy |
Q3 Est |
- |
- |
| Envictus Int'l |
Y Est |
- |
- |
| Amplefield |
Y Est |
- |
- |
| Acromec |
Y Est |
- |
- |
主要觀點與關鍵資訊
- 新加坡股市整體表現：FTSE Straits Times指數小幅上漲，但部分行業如金融和能源表現較差。
- 商品市場：布倫特原油價格下跌，黃金小幅回落，棕櫚油上漲。
- 經濟數據：美國耐用品訂單量下降，但OPEC可能的減產限制了下跌幅度。
- 企業動態：Noble獨立董事辭職，oCap通過後門方式進行Catalyst上市。
- 新加坡公司股息：部分公司公布了股息日期，如Ban Leong Tech和PSL HOLDINGS LTD。
- 新加坡公司盈利：多數公司報告了季度盈利，部分表現亮眼，部分則大幅下降。
- 市場情緒：VIX指數上漲，顯示市場波動加劇。
結論
新加坡市場在近期表現穩健，但部分行業如金融和能源受壓。商品市場整體走低，原油價格受庫存量影響。美國經濟數據顯示一些負面跡象，但OPEC可能的減產限制了進一步下跌。企業動態方面，Noble和oCap的變動受到關注。新加坡公司股息和盈利報告顯示多樣化的表現，投資者應關注具體公司的財務狀況及未來展望。
