2022.07.22更新…乱世中的新加坡和新交所

模拟实盘最新净值108.57万美元,+8.57%。

本周五(7月22日)卖出京东集团81股,价格247港元/股;卖出招商银行1,000股,价格35.59人民币/股。共计卖出金额7,820.28美元。买入iShares20年期以上美国国债(TLT)120股,价格118.55美元/股,共计买入金额14,226美元。

本周支付融资利息8.27美元(按4%/年)。

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封面图片:新加坡滨海湾,摄影:葱梧桐

2019年底开始的疫情,2022年2月开始的俄乌战争,以及接踵而来的高通胀,让我们明白,世界其实并不太平。

不过,新加坡的状况看起来不错,这个小岛国,似乎每次危机后都能更上层楼。

今年一、二季度,新加坡GDP分别增长3.4%和4.8%(同比,下同)。同期中国的数字是4.8%和0.4%,而美国一季度更是负增长1.6%,二季度预计也不好。

新加坡最新的广义和核心通涨分别是5.6%和3.6%,比美国(分别是9.1%和5.9%)好不少。而在中国房地产市场持续低迷的同时,新加坡房市却一片火热 — 热得有点过分了,以至于政府去年圣诞节前夜半突袭,推出一系列房地产降温措施。

 

2020年,新加坡的国际财富管理规模已到达香港的79%。随着高净值人群和资金不断迁入新加坡,其财富管理规模将很快超越香港。2022.06.03更新…双城记

新加坡的短板,在于证券市场规模狭小大约只有香港十分之一的规模。

根据最近的态势,这块短板也将得到提升

本周五,新加坡交易所(SGX)和纽约证券交易所(NYSE)发布联合文告,双方已签署双边上市合作协议,在两家交易所挂牌的公司将从双边上市受益,让它们在所在地区以外的主要市场也能取得资金。

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新交所和纽交所签署双边上市协议,图片来源:The Business Times / ST FILE

纽约证交所是全球最大的证券交易所,总市值高达26万亿美元,是新加坡交易所市值(6000多亿美元)的30倍。

因为规模上的巨大差异,新交所从此次合作获得的收益将比纽交所更为显著

 

新加坡不缺钱,它缺的只是证券市场的规模和流动性。通过与规模庞大的纽交所的合作,新交所有机会显著改善流动性,吸引更多优秀公司上市,进而提升新交所上市公司整体估值溢价,形成良性循环。

双赢的合作才会持久,对纽交所来说,其上市公司如果在新交所二次上市,将具备税务上的优势,从而吸引更多的海外资金。新加坡投资者如果直接投资美国股票,需缴纳30%的股息税,比如,美国蓝筹REIT,Simon Property Group(其在美国的地位与中国的万科,或者新加坡的Capitaland相当)股息高达6%,但是新加坡人拿到的实际股息率只有4.2% — 如果Simon Property Group在新交所二次上市,就可以解决以上股息税的问题。

第三方也会受益,特别是在美国上市的中概股。中国和美国证监会就审计底稿问题的争吵旷日持久,大批中概股将最终从美国退市,需寻求他处二次上市,新交所为这些公司提供了一个去处。2022.05.20更新…蔚来和新交所能否擦出火花

美股中概的另一个退路是港交所,但在中美对抗的背景下,新交所凸显了其中立地位,政策风险更低

万代兰模拟实盘组合:

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Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Yu Xiaopeng Shelby 虞肖鹏

您好,我是虞肖鹏,您也可以叫我Shelby。我当了10多年的半导体工程师,目前是投资者,也是独立理财顾问,通过股票和基金投资,我在9年前,也就是2012年实现了财务独立。

我现在做的事情,是为朋友们分析财务状况,提供中立的理财,税务,投资等方面的建议和服务。

我非常喜欢现在的工作,我相信,通过合理的理财和投资规划,可以实现财富增值,更好地实现工作和家庭的平衡,使我们的生活更加美好。

合理规划,愉悦生活。

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