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 ser…

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…

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 S…

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 insi…

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 insigh…

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…

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 c…

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 Pa…

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 Be…

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…

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 an…

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 shares? Senior correspondent Ben Paul explores. Synopsis: Listen to senior correspondent Ben Paul's analysis an…

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 mark…

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 o…

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 i…

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 P…

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. Keep your FOMO in check! The recent bank failures in the West were not just about poor management but also a manifestation of tighter monetary policy wor…

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 inve…

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 expl…

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 202…

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 th…

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? Senio…

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? Be…

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 wh…

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 consume…

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 resurgenc…

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 …

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 …

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 offer…

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 …

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 res…

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 wh…

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 in…

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 …

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 …

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…

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 p…

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 a…

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…

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 …

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 de…

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 in…

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 …

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 …

DHFL’s acquisition would be a positive for Piramal Enterprises despite the short-term requirement of a large capital infusion. Even so, Piramal Enterprises must guard against buyer’s remorse as it sets to acquire DHFL. Why is that? Tune in here to find out.Mint - HT Smartcast tarafından oluşturuldu

Automobile companies have benefited from a strong festival season show. This is expected to reflect in the December quarter results but higher input costs could play spoilsport.Mint - HT Smartcast tarafından oluşturuldu

It has been 13 days into the New Year and some old trends are still playing out. One is that of dollar outflows from India’s bond markets. India’s equity market continues to see record dollar inflows but foreign investors are still exiting bonds. What gives? Tune in here to find out more.Mint - HT Smartcast tarafından oluşturuldu

Avenue Supermarts' is recovering at a faster pace than expected. Q3FY21 revenues grew by 10%, marking a reversal in the trend of revenue drop seen in the first half of FY21. Tune in here to find out more.Mint - HT Smartcast tarafından oluşturuldu

Banking shares have been one of the biggest gainers in the recent equity market rally. But can banks show the performance to justify the gains? December quarter results may show mostly healthy numbers but stress is still lurking in the balance sheets of lenders.Mint - HT Smartcast tarafından oluşturuldu

Shares of Info Edge (India) have risen about 11% so far in 2021, taking its rise compared to the lows of March to over 200%. Many analysts are struggling to justify valuations. What are the reasons behind the meteoric rise in the stock price? Tune in here to find out.Mint - HT Smartcast tarafından oluşturuldu