正文
截至2021年3月19日，新加坡中盤股的平均值和中位數均高于該地區同行。新加坡中盤股票市值在10億至50億新元，其中包括幾只海指成分股—揚子江船業、吉寶數據中心房地産信托、康福德高企業和生科工業。
截至2021年3月，市值介于10億至50億新元之間的這63只新加坡中盤股的平均總回報率爲12%，總回報率中位數爲6%。同時，亞太地區同規模股票平均總收益率爲8%，總回報率中位數爲3%。亞太地區3500多只市值10億至50億新元的股票主要覆蓋工業、材料和資源、技術和周期性消費品。
截至2021年3月19日，表現最爲強勁的新加坡中盤股分別爲康生醫療、奕豐集團、詩董橡膠、海峽貿易有限公司、金光農業資源、揚子江船業、虎豹企業、和記港口信托、金光置地和豪利。這10只股票在過去11周內記錄了機構淨流入，總額爲2.8億新元。
在新加坡市值10億至50億新元的63只股票中，有一半以上來自房地産板塊，其他5個板塊至少包含5只股票。截至2021年3月19日，醫療行業以總回報率中位數計算，至少有5只股票領跑了該行業。
只有一只中盤股—海峽貿易有限公司來自材料和資源板塊。在公司3月5日的綜合報告中，海峽貿易有限公司強調，截至12月31日，2020財年下半年（截至12月31日）實現強勁持續複蘇，息稅折舊攤銷前利潤爲1.062億新元，幾乎是2020財年上半年2770萬新元的4倍。科技（硬件/軟件）公司包括納峰科技、奕豐集團和永科等熟知的股票。
醫療保健板塊中，康生醫療、虎豹企業、立合斯頓、萊佛士醫療和天津中新藥業錄得12%的總回報率中位數，機構總流入爲9,400萬新元。醫療行業創下的機構淨流入總額僅次于機構淨流入1.24億新元的7只工業股，主要受揚子江造船1.53億新元和勝科海事4800萬新元的機構淨流入推動。總體而言，這63只中盤股的機構淨流出總額爲2000萬新元，而房地産投資信托行業20只信托的機構淨流出爲1.11億新元。
除中盤股外，截至2021年3月19日，海峽時報指數的表現也高于該地區同行。海峽時報指數（STI）是亞太地區主要股指中最強勁的基准，主要是由于重量級銀行股表現理想。隨著美國長期利率的上升，全球銀行股價值得到了重塑，銀行股也得到了加強。
英文原文：
As of March 19, 2021, the average and median value of Singapore’s mid cap stocks were higher than those of their peers in the region. Singapore’s mid cap stocks have a market value of S $1 billion to S $5 billion, including several sea index components – Yangzi River shipbuilding, Keppel Data Center real estate trust, comford high enterprises and sembco industries.
As of December 2026, Singapore’s average market value of $6.3 billion was between $1.9 billion and $1.9 billion. At the same time, the average total return of stocks of the same size in the Asia Pacific region is 8%, with a median total return of 3%. More than 3500 stocks with a market value of S $1 billion to S $5 billion in the Asia Pacific region mainly cover industries, materials and resources, technology and cyclical consumer goods.
As of March 19, 2021, Singapore’s medium cap stocks with the strongest performance were Kangsheng medical, Yifeng group, Shidong rubber, Straits Trading Co., Ltd., Jinguang agricultural resources, Yangzijiang shipbuilding, Hubao enterprise, Hutchison Port Trust, Jinguang land and Haoli. These 10 stocks recorded net institutional inflows in the past 11 weeks, totalling S $280 million.
More than half of the 63 stocks with a market value of S $1 billion to S $5 billion in Singapore come from the real estate sector, and the other five sectors contain at least five stocks. As of March 19, 2021, the healthcare sector led the sector with at least five stocks in terms of the median total return. The median total return of the 63 Singapore mid cap stocks is as follows (by Sector).
Only one mid cap stock, Strait Trading Co., Ltd., comes from the materials and resources sector. In the company’s consolidated report on March 5, Straits Trading Limited stressed that it had achieved a strong and continuous recovery in the second half of fy2020 (as at December 31), with an EBITDA of S $106.2 million, almost four times that of S $27.7 million in the first half of fy2020. Technology (hardware / software) companies include well-known stocks such as Nafeng technology, Yifeng group and Yongke.
In the healthcare sector, Kangsheng medical, Hubao enterprise, Livingston, Raffles Medical and Tianjin ZHONGXIN PHARMACEUTICAL recorded a median total return of 12%, with a total institutional inflow of S $94 million. The total net institutional inflow recorded by the healthcare sector was second only to the seven industrial stocks with a net institutional inflow of S $124 million, which was mainly boosted by the net institutional inflow of S $153 million from Yangzijiang shipbuilding and S $48 million from Shengke maritime. Overall, the total net institutional outflow of these 63 mid cap stocks was s $20 million, while the net institutional outflow of 20 trusts in the REIT sector was s $111 million.
In addition to mid cap stocks, as of March 19, 2021, the performance of the Straits Times index was also higher than that of its peers in the region. The Straits Times Index (STI) is the strongest benchmark among the major indexes in the Asia Pacific region, mainly due to the ideal performance of heavyweight banking stocks. With the rise of long-term interest rates in the United States, the value of global banking stocks has been reshaped and banking stocks have strengthened.
原文地址：https://www.sgx.com/zh-hans/research-education/market-updates/20210322-singapore-mid-caps-edge-ahead-regional-peers-ytd