Today, we take a closer look at our STI 30 component stocks, which are the 30 stocks with the highest market capitalisation listed on the stock exchange. We will use the SGX Stock Screener and see if there are any interesting stocks still worth investing in, based on S&P Capital IQ Consensus and individual stock attributes.
STI Constituents as at 30 January 2015
| Counter Name | 
|
Current Price | Target Price^ | Mkt. Cap.in S$ mm | Tot. Rev.in S$ mm | P/E | To consider? | ||
| Ascendas Reit | -0.4% | 2.46 | 2.45 | 6,086.4 | 638.9 | 13.637 | |||
| CapitaLand * | 11.8% | 3.48 | 3.889 | 15,033.6 | 3,781.1 | 15.495 |
N
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| CapitaMall Trust | 4.9% | 2.09 | 2.193 | 7,616.8 | 658.9 | 12.380 | |||
| CityDev | 3.5% | 10.05 | 10.399 | 9,229.4 | 3,654.5 | 16.051 | |||
| ComfortDelGro | 1.6% | 2.87 | 2.916 | 5,991.1 | 3,994.5 | 21.418 | |||
| DBS * | 12.0% | 19.79 | 22.166 | 49,555.0 | 9,216.0 | 11.919 |
Y
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| Genting Sing | 16.8% | 1.08 | 1.261 | 12,744.2 | 2,917.6 |
22.737
|
N
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| Global Logistic | 28.8% | 2.53 | 3.259 | 12,487.0 | 856.3 | 16.974 |
N
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| Golden Agri-Res | 21.2% | 0.42 | 0.509 | 5,648.5 | 9,815.6 | 17.183 |
N
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| HongkongLand USD | 3.0% | 10.031 | 10.333 | 24,070.7 | 1,929.0 | 15.581 | |||
| HPH Trust USD | 3.0% | 0.968 | 0.997 | 8,515.4 | 2,060.9 | 28.172 | |||
| Jardine C&C | 0.8% | 42.3 | 42.647 | 15,000.4 | 24,037.9 | 13.267 | |||
| JMH USD | -2.0% | 86.73 | 85.011 | 29,683.7 | 48,662.5 | 15.556 | |||
| JSH USD | 7.9% | 47.419 | 51.184 | 55,070.5 | 39,479.5 | 13.000 | |||
| Keppel Corp * | 9.1% | 8.70 | 9.494 | 14,965.8 | 13,283.0 | 8.035 | |||
| Noble | 38.1% | 1.065 | 1.471 | 6,908.0 | 128,261.9 | 26.602 |
N
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| OCBC Bank | 9.5% | 10.4 | 11.389 | 41,587.1 | 7,738.1 | 9.644 | |||
| Olam Intl * | 19.3% | 1.975 | 2.357 | 4,832.6 | 19,399.4 | 8.365 |
Y
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| Sembcorp Ind * | 14.2% | 4.31 | 4.92 | 7,617.8 | 11,204.4 | 9.916 |
Y
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| Sembcorp Marine | 7.0% | 3.00 | 3.211 | 6,226.3 | 6,080.4 | 10.947 | |||
| SGX * | 0.2% | 7.77 | 7.782 | 8,333.0 | 702.2 | 26.373 | |||
| SingTel * | 1.5% | 4.08 | 4.143 | 63,463.3 | 16,848.7 | 17.580 | |||
| SIA * | -5.9% | 12.65 | 11.904 | 14,771.9 | 15,090.3 | 74.253 | |||
| SIA Engineering | -9.8% | 4.36 | 3.934 | 4,921.4 | 1,174.2 | 22.297 | |||
| SPH | -5.3% | 4.13 | 3.911 | 6,612.9 | 1,193.8 | 17.847 | |||
| StarHub | -3.3% | 4.18 | 4.042 | 7,198.8 | 2,353.5 | 20.144 | |||
| ST Engineering * | 9.3% | 3.36 | 3.672 | 10,518.0 | 6,632.3 | 18.875 | |||
| ThaiBev | 9.4% | 0.72 | 0.788 | 18,832.5 | 6,348.4 | 21.945 | |||
| UOB | 6.9% | 23.18 | 24.773 |
37,153.1
|
6,741.0 | 11.515 | |||
| Wilmar Intl | 12.1% | 3.22 | 3.61 | 20,528.9 | 56,006.1 | 14.333 |
N
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| ^ Based on S&P Capital IQ Consensus | |||||||||
| * Temasek as main shareholder | |||||||||
Based on comparison between the current price and the target price based on S&P Capital IQ Analysts' Consensus, we have 9 stocks (shaded in green) with potential upside of more than 10% still worth looking at.
However, after filtering them based on the Price-to-earnings ratio (P/E) criteria of less than 12, only 3 stocks are remaining, namely DBS, Olam and SembCorp Industries (shaded in yellow). The P/E ratio is the company's current price divided by its earnings per share over the past 12 months.
Incidentally, these are shares owned by Temasek Holdings. I have the habit of tracking the main shareholders of companies to see if the share price or the financial performance are better than others.
What do you think of the results of my stock screening? Let us know how you select your stocks?
Please refer to my previous post for more on the SGX Stock Screener here.
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