BT Mark To Market Podcast: Recent Episodes
The Business Times
Synopsis: Listen to logical analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on Ben Paul's weekly column in The Business Times.
Podcaster: Ben Paul
Produced by The Business Times, SPH Media Trust.
Frasers Property Ltd (FPL) is working with its controlling shareholder to lighten its balance sheet after taking its hospitality Reit private. Its chief financial officer (CFO) Loo Choo Leong talks to BT’s Ben Paul about the deal, the group’s capital recycling strategy, and its plans to lift its ROE and share price.
Highlights of the podcast:
03:26 Should investors support the revamp?
07:09 Capital recycling amid higher rates
09:29 Waning excitement, sagging ROEs
14:52 Shares at “unjustifiably” low valuation?
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Loo Choo Leong, chief financial officer, Frasers Property Ltd
Edited by: Nicole Teo & Claressa Monteiro
Produced by: Ben Paul, Nicole Teo & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
With a focus on macro fundamentals and careful asset allocation, Maybank chief investment officer (CIO) Eddy Loh is helping investors navigate uncertain markets. He talks to BT’s Ben Paul about the next leg of the AI theme, what geopolitical tensions mean for markets, the role of gold as a risk mitigator, and why he is optimistic about Singapore and Malaysia.
Highlights of the podcast:
05:37 AI theme: Looking beyond the chip boom
07:53 Geopolitics: Energy, defence and China
15:22 Mitigating risk: Gold versus US Treasuries
21:20 Asean: Betting on Singapore and Malaysia
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Eddy Loh, chief investment officer for Group Wealth Management, Maybank
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Marco Polo Marine has the wind in its sails as investor attention in the Singapore market turns to smaller cap stocks. Its CEO Sean Lee answers questions from BT’s Ben Paul about how he is steering the group into North Asia, why separate listings for its wind energy platform and shipyard have been proposed, and what the group will look like in 10 years.
Highlights of the podcast:
03:23 New market, new platform, new vessels
08:05 Wind energy unit, shipyard to be listed
13:09 How the offshore energy sector changed
17:47 Shareholder value through fast growth
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Sean Lee, CEO, Marco Polo Marine
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
CICT’s acquisition of Paragon demonstrates the strength of the Reit sector, while Addvalue Tech’s value unlocking plan highlights the local market’s weakness in the growth space. Senior correspondent Ben Paul looks at how the Singapore market could be strengthened as a hub for both yield and growth.
Highlights of the podcast:
03:30 Big Singapore Reits drive sector liquidity
05:43 Local growth stocks still drawn to Nasdaq
09:02 Mergers would strengthen the Reit sector
13:34 Will SGX-Nasdaq tie-up lift growth stocks?
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The likelihood of higher interest rates weighing on Reits has risen with the Iran war. As investors become more selective in this once popular segment of the market, sponsor groups may have to adjust their strategies, suggests BT senior correspondent Ben Paul.
Highlights of the podcast:
00:47 Bad timing trips up two small Reits
04:39 A big Reit undeterred by the Iran war
08:49 Reits no longer offer the best returns
11:35 Time for sponsors, investors to adjust
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The recently launched Value Unlock scheme could be as significant as the S$5 billion Equity Market Development Programme in boosting local stocks. SGX’s Chan Kum Kong explains to BT senior correspondent Ben Paul how this latest initiative will work and why companies should seize the opportunity.
Highlights of the podcast:
07:35 How magic can happen in the local market
11:25 Grants disbursed after results are delivered
14:10 Market rebound is an opportunity for issuers
18:20 Carrot and stick approach right for local market
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Chan Kum Kong, head of capital market development, SGX
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The government has said GIC and Temasek have performed reasonably and within expectations given their mandates. Yet, their returns have trailed some of their global peers. Senior correspondent Ben Paul delves into dissonance, and offers some suggestions.
Highlights of the podcast:
00:43 Trailing returns raised in Parliament
04:17 Mandates, portfolios and performance
08:47 US mega-caps now dominate indices
09:41 Was GIC wrong to tamp down risk?
12:17 Temasek’s big exposure to Singapore
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Several initiatives over the years to draw quality listings to Singapore have not worked. Will the SGX-Nasdaq dual-listing bridge be any different? Why are many recent IPOs underwater? Senior correspondent Ben Paul delves into the matter.
Highlights of the podcast:
02:53 Singapore's long battle for quality listings
07:00 SGX-Nasdaq link may be a game changer
10:11 New listings upstaged by hot STI stocks?
16:55 Delivering results key to drawing investors
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Emily Liu & Claressa Monteiro
Produced by: Ben Paul, Emily Liu & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The surge in provisions that crushed UOB’s third quarter earnings might not be the lender’s only problem. Along with DBS and OCBC, it is also grappling with normalising net interest margins and soft net interest income. Meanwhile, non-interest income can be volatile and hard to forecast. BT’s Ben Paul offers his views on the outlook for the three Singapore banks.
Highlights of the podcast:
00:24 Banks’ performance now cooling, diverging
05:21 Surging net interest margins are normalising
08:31 Did UOB’s big provisions spook the market?
14:19 How to position the banks in your portfolios
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Emily Liu
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
After a lost decade following the Global Financial Crisis, the Singapore market is finally reflecting the city-state’s economic dynamism and embrace of new technologies. Could the STI hit 10,000 by 2040 as suggested by DBS? Senior correspondent Ben Paul explains what the changing narrative on Singapore means for investors.
Highlights of the podcast:
00:54 DBS paints alluring picture of local market
05:19 Big investments, AI among drivers of STI
10:08 STI’s composition may change as it climbs
15:48 Tread carefully with small, less liquid Reits
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The authorities are pushing companies to strengthen their businesses, optimise their capital structures, and engage with investors. Are corporate boards up to the task? What might stop them from effecting the necessary changes? How can the interests of boards and minority shareholders be aligned? Senior correspondent Ben Paul offers some views..
Highlights of the podcast:
01:55 Directors ought to be catalysts for value creation
03:25 Market benchmarks are recognition mechanisms
09:13 Controlling shareholder backing required for change
12:48 Align interests of boards and minority shareholders
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
In a surprise twist, Simba rather than StarHub has emerged as the acquirer of M1’s telco business. Has the plucky upstart outflanked its more established competitor? Or, has StarHub dodged a bullet? Are Singapore’s telco stocks attractive? Senior correspondent Ben Paul delves into the implications of the deal.
Highlights of the podcast:
03:46 Does consolidation mean less competition?
05:16 How the telcos have jostled for market share
08:12 Simba’s ASX-listed parent tapping investors
13:25 StarHub prepares to fight, reduces guidance
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
MAS has begun appointing fund managers under its S$5 billion Equities Market Development Programme, and plans to consult proposals to enable investors to seek recourse if they suffer losses due to market misconduct. Senior correspondent Ben Paul explains how this might reshape the market.
Highlights of the podcast:
02:28 A S$5 billion boost to smaller-cap stocks
04:36 EQDP fund managers should press for change
07:49 Reducing “friction” to seeking civil recourse
10:43 Boardroom or courtroom? Try the public square
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
IFAs play a big role in take-private offers, but their work is often criticised by investors. Senior correspondent Ben Paul looks at what they have done right and wrong in deals involving Sinarmas Land, Dyna-Mac and Great Eastern.
Highlights of the podcast:
03:28 Major shareholders versus minorities
06:04 Lowball offers draw heightened scrutiny
10:15 Consider private market value of assets
13:30 Hew to the thinking of minority investors
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The rationale for Paragon Reit and FHT seeking to delist hold important lessons on the risks of investing in S-Reits, and how to ride the next upcycle. Senior correspondent Ben Paul offers his views on how investors should position themselves.
Highlights of the podcast:
03:14 Real estate requires periodic reinvestment
04:48 Higher debt costs, lower market valuations
08:46 Sponsor groups adapt to changing market
13:04 Turnaround coming; go for biggest S-Reits
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Just weeks after Donald Trump’s "Liberation Day", the S&P 500 has recovered almost all the ground it lost. But supply shocks in the US and demand shocks everywhere else could shake the markets again. Senior correspondent Ben Paul explores what it all means for investors.
Highlights of the podcast:
01:03 Trump blinked amid bond market turmoil
03:47 Get ready for demand and supply shocks
08:00 Triffin dilemma leading to Trump disaster
12:45 Hold cash and wait for new opportunities
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
CDL’s executive chairman called the recent appointment of two independent directors a boardroom “coup”, but changed his mind two weeks later. Is the fight really over? What should investors do? Senior correspondent Ben Paul offers some views.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:05 Short-lived fight was ostensibly about governance
10:12 Why market regulators will probably do nothing
12:30 Minorities have to accept the Kweks are in charge
18:08 Grill each of the directors, and vote accordingly
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
MAS will farm out S$5 billion to fund managers as part of a national plan to boost the Singapore market. Will the programme succeed? What more needs to happen? BT senior correspondent Ben Paul analyses the latest developments.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
04:51 MAS review group beats low expectations
08:23 STI lifted by value unlocking, repositioning
10:54 Many market watchers are still sceptical
13:32 Holistic approach, more measures to come
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
OCBC’s offer for Great Eastern resulted in the insurer being suspended from trading. But the remaining minority shareholders of the insurer haven’t yet given in. And, one of them has made an interesting proposal. Senior correspondent Ben Paul examines the investment and regulatory implications of the story.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
00:48 Great Eastern is suspended, but the story isn’t over
04:29 Dissident minority investor makes another proposal
08:03 Always assess the intentions of majority shareholders
10:39 Why OCBC should distribute its Great Eastern shares
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Solid US economic performance and Fed rate cuts provide a strong underpinning for the markets, despite the risks posed by Trump 2.0. BT senior correspondent Ben Paul offers views on how to invest in 2025.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:40 US economic resilience is still surprising forecasters
04:12 Analysts’ target prices point to further gains for S&P 500
08:21 Trump’s victory sparked a rally, so why the nervousness?
12:46 Bet on Singapore banks, Reits, value-unlocking plays
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Is the problem simply the timing of the CEO’s share sales? Or, should we also be concerned that share-based pay does not properly incentivise top executives? Why do companies repurchase their shares in the first place? Senior correspondent Ben Paul offers some answers.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:29 What exactly did DBS and its CEO do wrong?
05:49 Share buybacks should be done at right price
09:56 A more inclusive form of share buybacks
13:24 Report intrinsic value, tweak share-based pay
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The IFA appointed by Dyna-Mac to assess the offer from the Hanwha group compared the deal to precedent “non-privatisation” transactions. Senior correspondent Ben Paul explains why this raises questions.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
00:57 A hot company being hotly pursued
05:10 Why intention not to delist mattered
08:40 Offer compared to lowly-priced MGOs
11:22 High valuation reflects high profitability
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Correspondents:
Channel: bt.sg/btcobt
Amazon: bt.sg/btcoam
Apple Podcasts: bt.sg/btcoap
Spotify: bt.sg/btcosp
YouTube Music: bt.sg/btcoyt
Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Mark To Market at: bt.sg/btmark2mkt
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
A national effort to revive the Singapore market is now underway. But is the review group formed by MAS focusing on the right issues? Senior correspondent Ben Paul analyses the unfolding story.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
03:28 Review group focused on three areas
06:48 Why everyone blames everyone else
08:30 Foster local fund management industry
10:46 Push listed companies to unlock value
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
If you’ve been a fan of the podcasts Mark to Market, Wealth BT and Property BT - they are moving to a new listing!
BT Correspondents! Look for episodes every Tuesday from October! All the insights and analysis in market trends, property, wealth and soon mobility too. Powered by The Business Times journalism of Genevieve Cua, Leslie Yee, Ben Paul and Derryn Wong.
Because great reads SHOULD be heard! BT Correspondents. Find BT Correspondents wherever you listen to podcasts.
See omnystudio.com/listener for privacy information.
Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:30 Rising rates did not stop the S&P500’s advance
04:14 Rate cuts will support stocks, drive funds to Asia
07:02 Lagged effect on local Reits, watch fundamentals
11:35 Get ready for surge in acquisitions, fundraisings
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Singtel had to cut its dividend during the pandemic and pursue a strategic reset. Now, its shares are bouncing back. Ben Paul explains what happened, and corrects an epic blunder he made in a recent column.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
00:46 Correcting a big mistake about CEO pay
04:45 Singtel shares surged four months ago
06:51 New direction, unlocking value, private equity
09:58 Introduction of a “value realisation” dividend
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Lee Kim Siang
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Shifting economic thinking and geopolitical tensions is making the world more dangerous for big companies and investors. But Fed rate cuts, reverse globalisation and value-unlocking restructurings could spur relatively undervalued stocks in Singapore. Ben Paul explains why.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
03:46 Status quo under threat from inequality and debt
07:10 Major central banks cutting rates, Fed yet to move
10:35 Impact of reverse globalisation, fractious world
12:20 Singapore, Asian markets to benefit as rates fall
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Control of ARA H-Trust and Cromwell E-Reit has passed to new sponsor groups. What drove the transactions? Will the deals boost the depressed market value of the two property trusts? Senior correspondent Ben Paul delves into the story.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:21 How the two property trusts changed hands
03:40 Pandemic, interest rates have taken their toll
06:41 Weak investor appetite for the property trusts
08:22 Sponsors may not be inclined to unlock value
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Lee Kim Siang
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
SGX RegCo is trying to remove impediments to shareholder-requisitioned EGMs, to subject companies to greater market discipline. Its CEO Tan Boon Gin talks to BT’s Ben Paul about how this aligns with the larger goal of boosting shareholder value and creating a more vibrant market.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:54 Regulation to support shareholder value creation
06:17 Proposed EGM rules empower minority investors
11:42 EGMs versus AGMs: the Great Eastern case
15:59 How Sabana Reit’s activists have wielded EGMs
19:36 Should Singapore follow Japan, South Korea?
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Tan Boon Gin, CEO, Singapore Exchange Regulation
Edited by: Emily Liu, Lee Kim Siang & Claressa Monteiro
Produced by: Ben Paul & Emily Liu
Engineered by: Joann Chai Pei Chieh & Claressa Monteiro
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Higher interest rates and the reduced availability of debt is weighing on the whole Reit sector. Should investors look for winners among the biggest losers in the sector? Or, among the ones that have sustained their performance?
BT’s Ben Paul and Raphael Lim offer some answers.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:45 Higher debt costs driving the whole sector
04:46 Should Kore have halted its distributions?
14:46 Sponsor failures fuelling internalisation push
19:41 One Reit that grew despite tough backdrop
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Raphael Lim, correspondent, The Business Times
Edited by: Emily Liu & Lee Kim Siang
Produced by: Ben Paul & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
A group of minority shareholders at Great Eastern have put through three resolutions to address their assessment of Great Eastern's shares. Their attempt to table these resolutions at the upcoming AGM has been rejected. What is next?
BT's Ben Paul sits down with independent investor Ong Chin Woo to discuss his concerns and breakdown the resolutions proposed.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:21 Great Eastern’s board, minorities square off
04:42 Resolutions to align interests, unlock value
11:28 Shareholders of OCBC may stand to benefit
19:48 Minorities must be reasonable, willing to fight
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Ong Chin Woo, independent investor
Edited by: Emily Liu & Claressa Monteiro
Produced by: Ben Paul & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Cordlife Group is in big trouble. Last November, the Ministry of Health suspended the company’s operations after it found significant issues with its cord blood storage system. How did things get so bad? Can the company really come back from this crisis? Ben Paul sits down with reporter Megan Cheah to break it all down.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:55 Board failed investors and customers
06:05 More problems may come to light
08:41 Stock may have bottomed for now
14:52 Time to weigh options to unlock value
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
With Megan Cheah, journalist, The Business Times
Edited by: Emily Liu & Claressa Monteiro
Produced by: Ben Paul & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
How can Singapore’s Reits and property trusts adjust to the “new normal” of higher interest rates and slower growth? Especially since the outlook for economic growth - after all the monetary policy tightening that took place over the last two years - is rather uncertain. Ben Paul has some suggestions.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:28 Reits seeing a reversal of fortunes
04:40 Slower growth, higher interest rates
07:57 Pressure on real estate valuations
12:50 Time to cut debt, reposition portfolios
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Minority investor fury at Manulife US Reit, Sabana Reit and Dasin Retail Trust has turned the spotlight on the effectiveness of the statutory protections under the external-manager model adopted by most Singapore Reits and business trusts. But switching to an internal-manager model is not a simple matter.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:06 Perilous outlook for Reits, property trusts in 2024
04:32 Manulife US Reit sponsor less than generous
10:32 Sabana, Dasin unitholders want internal managers
13:09 Manager-internalisation pathway will boost market
16:30 Should investors bet on Manulife US Reit’s recovery?
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
The Singapore market’s poor performance and lack of exciting new listings are multifaceted problems that require simultaneous action on different fronts. Senior correspondent Ben Paul gets to grips with issues, and offers some possible solutions.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
03:50 Private capital and the Magnificent Seven
08:19 Diverse views on what’s dogging the market
12:26 Governance, performance are interconnected
15:30 Timing, pricing of IPOs should be calibrated
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Claressa Monteiro and Howie Lim
Produced and edited by: Howie Lim
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market podcasts and rate us at:
Channel: bt.sg/btmark2mkt
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
Google Podcasts: bt.sg/4D2E
Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
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Rising oil prices and stubbornly resilient economic activity may prompt the Fed and other central banks to keep monetary policy tighter for longer than expected. This could be bad news for US tech stocks, Singapore real estate investment trusts and regional economies with weak current accounts.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
02:03 Waning inflation sparked big rally last year
04:25 Oil prices, resilient growth reignite fears
09:47 Ebb and flow of tech, energy stocks
13:12 Regional currencies vulnerable to oil surge
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Claressa Monteiro
Produced and edited by: Janice Tan
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
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Hotel Properties Limited has been buffeted recently by news of the redevelopment of its Orchard Road assets, and a corruption investigation involving its major shareholder and managing director Ong Beng Seng. What does it all mean for its languishing shares? Senior correspondent Ben Paul explores.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:31 Hit by corruption probe, redevelopment news
05:10 Hotels, resorts riding post-pandemic recovery
07:27 Ong Beng Seng owns slice of some properties
10:04 Risk of lowball privatisation
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Claressa Monteiro
Produced and edited by: Janice Tan
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
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Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
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Disgruntled minority unitholders have voted for Sabana Reit to embark on an unprecedented internalisation of its management function. Should investors jump in, or run for cover? What does it mean for other Singapore-listed Reits? Senior correspondent Ben Paul explains.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:24 Seizing power from Sabana Reit’s sponsor
03:07 Internalisation debate fierce and partisan
08:42 Waning investor faith in independence
12:48 Lender’s “review event” a poison pill?
14:03 Much now depends on stakeholders’ behaviour
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Claressa Monteiro
Produced and edited by: Janice Tan
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market podcasts and rate us at:
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Website: bt.sg/mark2mkt
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
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BT Money Hacks: bt.sg/btmoneyhacks
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OCBC’s recent purchase of more Great Eastern shares has further narrowed the insurer’s public spread and increased the risk of it eventually being suspended from trading. But Great Eastern undervalued shares still hold great potential. Senior correspondent Ben Paul explains.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
05:28 Embedded value soars but shares languish
08:38 Little protection for minority shareholders
11:59 AGM comments on compensation and share price
16:06 Hiking Great Eastern's dividend payouts?
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced and edited by: Janice Tan
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market podcasts and rate us at:
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
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BT Market Focus: http://bt.sg/btmktfocus
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Manulife US Reit is trading at a historical yield of 28 per cent and an appalling 70 per cent discount to its book value. Is it a bargain for investors? Or, is it a value trap? What will it take to resurrect this owner of US office properties? Senior correspondent Ben Paul explains.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights:
02:31 Recent developments at the Reit could be positive for investors
07:40 Manulife should emulate example of CapitaLand, Mapletree
12:27 Sale of Manulife US Reit can be structured to benefit investors
14:17 Why Manulife US Reit could be a bargain for long term investors
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
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BT Market Focus: http://bt.sg/btmktfocus
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The next few months could be a risky time. Investors should tread very carefully, and be prepared to take advantage of a big sell-off. The Fed is pausing its rate hiking cycle even though inflation is still elevated. Meanwhile, Singapore is battling to keep a lid on runaway residential property prices.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights:
01:34 Fed pauses, but financial conditions may continue tightening
02:44 Singapore tries to restrict runaway residential property prices
05:13 Tough policy action meets stubborn pushback from market
07:53 Self-serving narratives from financial market, property sectors
10:44 Bargains to be had in the wake of big, disorderly sell-offs
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market podcasts and rate us at:
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
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BT Market Focus: http://bt.sg/btmktfocus
BT Branded Podcasts: http://bt.sg/brpod
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
The proposed break-up and delisting of Golden Energy and Resources and the general offer for Boustead Projects do not adequately compensate minority investors. These deals are also testing the rules and conventions around de-listings in the Singapore market. Ben Paul has insights.
Highlights:
02:13 Golden Energy already trading above all-cash consideration
05:18 Revised offer for Boustead Projects way below NAV, RNAV
09:28 SGX tightened up its rules on de-listings in 2019
11:30 Investor complaint draws regulatory scrutiny of IFA role
14:53 SGX’s position on general offers, de-listings could be tested
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
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Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
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WealthBT: https://bt.sg/btwealthbt
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BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Share buybacks are a means of returning cash to investors. But they discriminate between existing shareholders and continuing shareholders. Ben Paul explains why investors should carefully consider if these exercises are in their best interest, and press corporate boards to raise their game.
Highlights:
02:10 A signal business is thriving, and stock prices are too low
05:37 Why companies often pursue buybacks at the wrong time
07:53 Companies repurchase their shares too opportunistically
10:46 Warren Buffett’s approach to buybacks should be emulated
13:39 Investors can vote against share purchase mandates at AGMs
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
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WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
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BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
2022 was marked by the relentless tightening of monetary policy by major central banks to address the surge in inflation around the world. What about 2023? Ben Paul finds out.
Highlights:
03:00 Cumulative impact of higher interest rates to be felt in 2023
09:43 Tech companies coping with “recession” after over-investment
12:14 Hunt for tech companies still capable of disrupting status quo
15:48 Singapore market outperformed in 2022, faces risks in 2023
Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Spotify: https://bt.sg/4DJN
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
BT Branded Podcasts: http://bt.sg/brpod
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Singapore Airlines is enjoying a banner FY2023 as international borders reopen and travellers pay up for flights. But losses in India, competition and the need to eventually redeem the rest of its MCBs could weigh on investor sentiment next year.
Highlights: (click/tap above)
03:31 Massive upswing in profitability as travellers pay up for flights
06:21 Resuming dividend payouts, redeeming first tranche of MCBs
09:19 Why airlines have poor long-term investment fundamentals
13:31 Air India-Vistara deal unlikely to immediately excite investors
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
BT Branded Podcasts: http://bt.sg/brpod
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Are there stock bargains and returns to be found in the dating scene? Can Match Group and its broad portfolio of dating app brands make a comeback? Senior correspondent Ben Paul finds out.
Highlights: (click/tap above)
02:21 How the Internet changed the hunt for romantic partners
06:21 Match Group has a broad portfolio of dating app brands
09:46 Stock down sharply on Fed hikes, slower revenue growth
12:25 New CEO setting company on a stronger growth trajectory
Produced by: Ben Paul (benpaul@sph.com.sg), and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Why has the market reacted so negatively to SATS’s proposed acquisition of Worldwide Flight Services and what could the company have done differently? Ben Paul finds out.
Highlights: (click/tap above)
02:43 SATS struggling to address anticipation of a big rights issue
07:16 Acquisition would enlarge SATS, and make it more resilient
09:27 Market clearly doubts the assertions about EPS accretion
12:21 Investors unlikely to return until there is more clarity on deal
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
What might have motivated minority holders of FHT’s stapled securities to vote against the proposed privatisation of Frasers Hospitality Trust and now what? Ben Paul finds out.
Highlights: (click/tap above)
02:34 Privatisation was proposed to address poor performance
07:28 Why minority investors might have voted against the deal
09:33 FHT appears to be suffering from flaws in its overall strategy
11:49 Broad reconstitution of FHT’s portfolio could be necessary
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim and Claressa Monteiro
Follow BT Mark To Market podcasts and rate us at:
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
With the growing threat of phishing scams and recent incidents involving high-profile banks, who should bear the most responsibility? And how can consumers better safeguard themselves? Ben Paul explains.
Highlights: (click/tap above)
02:32 Proliferation of online scams a sign of the times
04:35 Banks have underinvested in their online platforms
09:57 Reminders to be vigilant stigmatises scam victims
12:51 Making customers bear losses fraught with risks
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
How have the recent Fed rate hikes impacted the markets and why should investors not hope for a V-shaped recovery any time soon?
What about the resurgence of inflation, and what it could mean for investors over the longer term? Ben Paul discusses.
Highlights: (click/tap above)
02:24 Shifting inflation expectations prompted bigger Fed hike
05:26 Bond yields begin reflecting likelihood of slower growth
08:26 Political, social trends suggest inflation may be sticky
10:50 Adopt Warren Buffett-like approach to selecting stocks
12:51 Singapore banks, richly-priced Reits suffered sell off
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT: https://bt.sg/btwealthbt
PropertyBT: https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
BT Market Focus: http://bt.sg/btmktfocus
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
A well-known loophole that allows major shareholders to take their companies private more easily is back in the spotlight with the current lowball offer for TTJ. Ben Paul explains what investors should do.
Highlights:
01:28 TTJ rockets following offer, but minority investors fume
03:42 How major shareholders have exploited the loophole
06:36 Regulators recognise the problem, but have not acted
08:36 How to deal with lowball offers from major shareholders
10:45 Learning from case studies of IndoAgri and Challenger
13:01 Independent directors have crucial role in these situations
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
WealthBT:https://bt.sg/btwealthbt
PropertyBT:https://bt.sg/btpropertybt
BT Podcasts: http://bt.sg/pcOM
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Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Why is the Sembmarine-Keppel O&M merger happening now, after so many years of market speculation? What does it all mean for Sembmarine, and is its stock worth owning now? Ben Paul has the answers.
Highlights: (click/tap above)
01:10 Announcement of merger terms triggered sell-off
03:35 Mystery of the S$500 million cash payment solved
06:18 Sembmarine shareholders will suffer NTA dilution
07:25 Merger is driven by priorities of parent companies
11:19 Determining the right moment to buy Sembmarine
Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
PropertyBT at: https://bt.sg/btpropertybt
BT Podcasts at: https://bt.sg/pcOM
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Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
How did the sponsor of Mapletree Commercial Trust and Mapletree North Asia Commercial Trust save their proposed merger? Senior Correspondent Ben Paul gives his take and offers investment views on the two Reits.
Highlights: (click/tap above)
04:10 How Mapletree Investments made a hated merger palatable
06:47 Why the MCT-MNACT combination is arguably not a merger
07:28 Other Reit sponsors may now face higher investor expectations
08:37 Why MNACT unitholders should hold on their units for now
10:15 Investors may view MCT more positively on sponsor’s support
Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
PropertyBT at: https://bt.sg/btpropertybt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 17th episode of the Mark To Market podcast, senior correspondent Ben Paul looks at how the Ukraine war is pulling the risk of shifting geopolitics sharply into focus for investors and corporate boards.
Highlights: (click/tap above)
01:18 Shifting geopolitics, like ESG, is powerful mobiliser of capital flows
03:12 Corporates pulling out of Russia, adding to pressure of sanctions
05:11 Sanctions reduce the opportunity cost for corporates to quit Russia
07:00 Governments must set rules; corporates and investors will follow
09:24 Companies should recognise geopolitical risks; and opportunities
Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
PropertyBT Podcast: https://bt.sg/btpropertybt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest real estate investment trust (Reit) mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust.
Highlights (click/tap above)
01:30 Proxy advisers, activist investors objecting to latest Reit mergers
03:28 ALog’s manager hits back at a Mark To Market commentary
07:37 Fundamental problem with Reit mergers: Conflicted managers
09:25 Investor attitudes, market conventions and customs are changing
11:26 Reit managers, sponsors should get ahead of investor expectations
Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim
Edited by: Howie Lim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
BTPodcast
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Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 15th episode of the Mark To Market podcast, senior correspondent Ben Paul talks about why investors should tread carefully during the first few months of 2022, and where Peter Lynch wannabes might find multibagger stocks in the Singapore market.
Highlights: (click/tap above)
02:49 We won’t be safe from Covid-19 until the whole world is safe
04:22 Rising inflation, interest rates could spur market turbulence
06:36 Why Peter Lynch’s stock picking approach makes sense now
08:18 7 local stocks returned more than 1,000% over the past decade
11:12 Where to find multibagger stocks in the Singapore market
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 14th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul surveys placements that Singapore-listed Reits have done this year, and explains why investors should be wary of the discounts at which the new units are often priced.
Highlights: (click/tap above)
01:51 How a US office Reit raised funds in the face of Omicron
06:06 Comparing and contrasting Reit placements this year
10:15 Dilutive impact on upside from acquisitions should be disclosed
11:54 Investors should weigh market appetite for potential placements
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 13th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul delves into the issue of why Reit mergers have drawn controversy; what’s driving these deals; and how investors can protect themselves. ESR-Reit - ARA Logos deal reignites Reit merger concerns (2:13) Post-merger performance belies claim that size matters (7:01) How minorities of target Reits in mergers are shortchanged (11:09) Market dynamics, shifting priorities the driver of mergers (13:30) How minorities can best protect their interests in Reit deals (16:02)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 12th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul looks at how Straits Trading’s efforts to transform itself have sparked a more than 50 per cent rally in its stock price this year. Swapping low-return assets for scalable businesses (3:20) Real estate investments and ventures are paying off (5:00) Stock isn’t any more expensive after its big run (8:00) Shareholders’ club initiative reflects positive attitude (10:42)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
SPH Awedio app: https://www.awedio.sg/
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at:http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 11th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul examines the long term performance of the Singapore market, and offers three strategies to beat the Straits Times Index going forward. STI is lagging; investors need to take an active approach (3:05) How local stock pickers could have earned a decent return (6:15) Reits have beaten the STI, some nearly matched the S&P 500 (9:45) Where to hunt for trading opportunities in the local market (11:45)
Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim (howielim@sph.com.sg) and Ernest Luis
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us at:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this 10th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about CapitaLand's big restructuring exercise, which has made it the third best performing STI component stock so far this year. CapitaLand's repeated reimagination of itself (1:58) Why the latest restructuring plan has spurred its stock (4:50) How CapitaLand stole City Developments' thunder (8:00) Should investors hold on to the stock after its big run? (9:30)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim
Edited by: Howie Lim and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.
In this ninth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul delves into Sembcorp Marine's proposals to raise a further S$1.5 billion through another deeply discounted rights issue and combine itself with Keppel O&M, which were followed by a steep slump in its share price. Recalling Sembcorp Marine's demerger from Sembcorp Industries (1:45) Breaking down the latest deeply discounted rights issue (4:35) Why the prospect of a merger with Keppel O&M is now a concern (7:15) Buy? Sell? Hold? Much could depend in Sembcorp Marine's board (10:05)
Produced by: Ben Paul, Ernest Luis and Lee Kim Siang
Edited by: Adam Azlee and Hadyu Rahim
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 8: Holding corporate boards to account
16:44 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this eighth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks to Shinbo Won, the Asia head of BlackRock Investment Stewardship covering Southeast Asia, Greater China and Korea.
They discuss the following topics: The influence of institutional shareholders over corporate boards (2:45) Why BlackRock voted against the reappointment of directors at Top Glove (4:45) How minority votes make an impact even at tightly controlled companies (8.58) Lowball privatisation offers in Singapore are a governance matter (12:32)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 7: How to invest like Warren Buffett
11:25 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.
In this seventh episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about the investing phenomenon that is Warren Buffett, and explains why his philosophy is more relevant than ever now.
He tackles the following points: Defining the Warren Buffett style of value investing (2:25) Contrasting what excites investors with what excites Buffett (3:25) Buffett's focus on profitability and value has stood test of time (6:43) What Singapore corporate boards can learn from Buffett (9:39)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 6: How to ride the next phase of the bull market
12:11 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.
In this sixth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul delves into why so many Singapore stocks are still trading below their book values per share even after STI has almost fully recovered from the Covid-19 crash, and how to find winners among them.
He tackles the following points: Controlling shareholders are taking their companies private cheaply (1:45) Why so many Singapore stocks are trading below their book values (4:32) How value unlocking has been a key catalyst for local stocks (6:20) What potentially exciting stocks do, besides merely unlocking value (7:55)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Fa'izah Sani
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 5: How to invest in an overvalued market
8:34 min
Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.
In this fifth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about how to invest in the market at a time when Covid-19 beneficiaries like Top Glove face a looming earnings slump while recovery plays like Singapore Airlines are yet to deliver significant improvement in profitability. Why the Straits Times Index began outpacing the S&P500 in Oct 2020 (1:40) SIA's rocketing share price belies continued cash-burn and hefty losses (2:55) Analysts unsure how to price Top Glove's sinking stock as earnings peak (4:12) Investors should be selective, and avoid being fully invested in the market (6:08)
Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee
Edited by: Aleemah Basirah
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast on: https://bt.sg/btmoneyhacks
WealthBT Podcast on: http://bt.sg/btwealthbt
BT Podcasts on: http://bt.sg/podcasts
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 4: GameStop short squeeze and the power of retail investors
13:26 min
Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
In this fourth episode of the Mark To Market podcast, senior correspondent Ben Paul examines how the short squeeze of US-listed GameStop has focused attention on the return of retail investors as a force in the markets. How retail investors trade stocks; and the impact they've had on the markets (2:18) The popular narrative on the GameStop short squeeze; and why it probably isn't true (7:35) How retail investors, enabled by social media, are driving change in the markets (8:58) What investors should do as the markets become more speculative and volatile (11:10)
Produced by: Ben Paul, Ernest Luis & Lee Kim Siang
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 3: Opportunities and risks for stock investors in 2021
11:21 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.
In this third episode of the Mark To Market podcast, BT's senior correspondent Ben Paul provides his outlook for the markets in 2021, offers some perspective on why the STI has been outpacing the S&P500, and delves into recent developments at an STI stock that has been making headlines for all the wrong reasons. Why tech-oriented growth stocks led the recovery last year (2:40) Synchronous global recovery lifting stocks hammered by Covid-19 (3:52) Tolerating inflation for too long could be a policy risk (5:47) Beware STI stocks suffering structurally weak profitability (6:37) Board-level focus on unlocking value remains key, despite recovery tailwind (8:27)
Produced by: Ben Paul, Ernest Luis & Lee Kim Siang
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast on: https://bt.sg/btmoneyhacks
WealthBT Podcast on: http://bt.sg/btwealthbt
BT Podcasts on: http://bt.sg/podcasts
See omnystudio.com/listener for privacy information.
BT Mark To Market Ep 2: Dividend-yielding stocks and Reits
12:14 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.
BT's senior correspondent Ben Paul talks about the topic of investing in dividend-yielding stocks and real estate investment trusts (Reits). He will explore why high dividend stocks are so popular in Singapore and offer his perspective on how to invest in Reits. Analysing the total return from Singapore stocks, and why Singapore investors love dividends (1:40) Why understanding what companies do with their retained earnings is key for dividend investors (3:45) Why Singtel is losing its status as a reliable dividend-paying stock? (5:07) Where should dividend-oriented investors look for opportunity in the market? (7:20) A simple perspective on how investors should approach investing in Reits (9:08)
Produced by: Ben Paul, Ernest Luis & Lee Kim Siang
Edited by: Adam Azlee
Follow BT Mark To Market podcasts and rate us on:
Channel: http://bt.sg/btmark2mkt
Apple Podcasts: https://bt.sg/4DJp
Spotify: https://bt.sg/4DJN
Google Podcasts: http://bt.sg/4D2E
Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
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BT Mark To Market Ep 1: Why investors shouldn't ignore the underperforming Singapore market in the Covid era
10:56 min
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.
BT's senior correspondent Ben Paul talks about what’s driving stock markets around the world in the wake of the Covid-19 crisis, and why investors shouldn’t ignore the Singapore stock market, even though its performance has been quite disappointing. Why have the S&P500 and the Nasdaq indices bounced so strongly since March? (1:02) We are not in an ordinary economic cycle, but things are improving regardless (2:08) Why was the Singapore market underperforming even before Covid-19 hit? (3:54) Singapore's leading companies are not broke, and have ample scope to unlock value (6:43) Delving into 3 companies: Sembcorp Industries, Keppel Corp and Wilmar International (7:00)
Produced by: Ben Paul, Ernest Luis & Lee Kim Siang
Edited by: Adam Azlee
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Website: http://bt.sg/mark2mkt
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
WealthBT Podcast at: http://bt.sg/btwealthbt
BT Podcasts at: https://bt.sg/pcOM
See omnystudio.com/listener for privacy information.