Floating Button
Home Capital Broker's Calls

Morningstar raises SGX fair value to $15 on strong trading activity, warns that shares ‘screen as overvalued’

Jovi Ho
Jovi Ho • 2 min read
Morningstar raises SGX fair value to $15 on strong trading activity, warns that shares ‘screen as overvalued’
Morningstar’s fair value estimate is more than 10% below SGX’s current trading price. Photo: Bloomberg
Font Resizer
Share to Whatsapp
Share to Facebook
Share to LinkedIn
Scroll to top
Follow us on Facebook and join our Telegram channel for the latest updates.

Volumes are strong on the Singapore Exchange (SGX) heading into the new year, with recent monthly statistics besting even 2024’s “high-water mark” of volatility.

Volumes are supported by ongoing geopolitical uncertainty, shifting trade policy and global interest rate easing, says Morningstar Equity Research analyst Roy Van Keulen. While he raises SGX’s revenue forecast for FY2026 ending June 30, 2026 by 4% to $1.5 billion, Van Keulen is “hesitant to extrapolate elevated volatility”.

“We believe the prior year, which included assassination attempts against a presidential candidate and dramatic shifts in trade policy, sets a high bar in terms of volatility. But we believe SGX's outsize exposure to derivatives, compared with other exchanges, positions it well as prior secular trends around stable geopolitics, globalisation, free trade and supportive central banks appear to weaken,” he writes in a Dec 15 note.

During November, turnover “strengthened meaningfully” in SGX’s cash equities segment, driven by investor interest in index stocks and REITs as rate expectations shifted lower. “While we view this as cyclical rather than structural, it supports near-term revenue,” says Van Keulen.

Van Keulen has raised his fair value estimate on “wide-moat” SGX, itself listed on the local bourse, by 3% to $15, “reflecting the time value of money”. That said, this is below the current trading price.

With a two-star rating against Morningstar’s five-tier scale, Van Keulen says SGX shares “screen as overvalued”, which he believes “reflects the market’s expectation that higher derivatives activity persists”.

See also: PhillipCapital cuts Sembcorp’s TP to $7.10, maintains ‘buy’

Derivatives are the core driver of SGX’s earnings, accounting for over half of the group’s revenue. “While foreign exchange derivatives benefit from trade-driven volatility, equity derivative volumes have stabilised at elevated levels, similar to those seen this time last year, which were boosted by the US election cycle.”

SGX continues to lean into its volatility-led strategy, adds Van Keulen, with Bitcoin and cryptocurrency derivatives launching on the exchange in November. “While immaterial, these products reinforce SGX's positioning as Asia's leading exchange for volatility-driven trading.”

As at 10.23am, SGX shares are trading 14 cents lower, or 0.82% down, at $16.86.

×
The Edge Singapore
Download The Edge Singapore App
Google playApple store play
Keep updated
Follow our social media
© 2025 The Edge Publishing Pte Ltd. All rights reserved.