d9486183-3dd4-4ad6-aebe-a4c1008455d5 214c7500-a10b-429f-a02d-aea60067b25e 574db5f1-7c97-4690-8752-ac7000aff740 0ec6b628-c352-4eac-bede-ac7000b0c752 en-GB https://www.omnycontent.com/d/playlist/d9486183-3dd4-4ad6-aebe-a4c1008455d5/574db5f1-7c97-4690-8752-ac7000aff740/0ec6b628-c352-4eac-bede-ac7000b0c752/podcast.rss BT Mark To Market https://www.businesstimes.com.sg/podcasts/mark-to-market Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents.

Produced by BT Podcasts, The Business Times, SPH Media.

]]> episodic Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents. Produced by BT Podcasts, The Business Times, SPH Media. BT Podcasts btpodcasts@sph.com.sg The Business Times 2026 The Business Times no https://www.omnycontent.com/d/playlist/d9486183-3dd4-4ad6-aebe-a4c1008455d5/574db5f1-7c97-4690-8752-ac7000aff740/0ec6b628-c352-4eac-bede-ac7000b0c752/image.jpg?t=1725584612&size=Large BT Mark To Market https://www.businesstimes.com.sg/podcasts/mark-to-market S1E72: Tiong Woon Corporation: Big profits in heavy lifting Tiong Woon Corporation: Big profits in heavy lifting Crane owner Tiong Woon is reporting stronger earnings, boosting its capital expenditure and lifting its dividend. Its CEO Michael Ang and CFO William Tan sit down with BT’s Ben Paul to discuss the outlook for the company, and why the company’s shares are undervalued.

Highlights of the podcast:

03:50 Riding an investment spending boom

07:55 Expanded margins, bigger dividends

18:15 Globally ranked and publicly listed

21:28 “Not sexy”: Closing the valuation gap

---

Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. 

---

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

With Michael Ang, CEO and William Tan, CFO, Tiong Woon Corporation

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.

]]> Crane owner Tiong Woon is reporting stronger earnings, boosting its capital expenditure and lifting its dividend. Its CEO Michael Ang and CFO William Tan sit down with BT’s Ben Paul to discuss the outlook for the company, and why the company’s shares are undervalued.

Highlights of the podcast:

03:50 Riding an investment spending boom

07:55 Expanded margins, bigger dividends

18:15 Globally ranked and publicly listed

21:28 “Not sexy”: Closing the valuation gap

---

Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. 

---

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

With Michael Ang, CEO and William Tan, CFO, Tiong Woon Corporation

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.

]]> full 1 72 The Business Times 9282523a-4a86-4318-8c0c-b4da009099a4 9282523a-4a86-4318-8c0c-b4da009099a4 Mon, 05 Oct 2026 16:00:00 +0000 2097 https://omny.fm/shows/bt-mark-to-market/tiong-woon-corporation-big-profits-in-heavy-lifting S1E71: Rising bond yields and the Singapore market Rising bond yields and the Singapore market DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too expensive? Why are bond yields rising in the first place? BT senior correspondent Ben Paul explains what’s happening.

Highlights of the podcast:

00:55 Big trends driving long term bond yields

04:51 Struggling Reits may continue struggling

09:55 Why the banks have soared year-to-date

16:05 Bank valuations stretched, risks are rising

---

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: 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.

]]> DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too expensive? Why are bond yields rising in the first place? BT senior correspondent Ben Paul explains what’s happening.

Highlights of the podcast:

00:55 Big trends driving long term bond yields

04:51 Struggling Reits may continue struggling

09:55 Why the banks have soared year-to-date

16:05 Bank valuations stretched, risks are rising

---

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: 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.

]]> full 1 71 The Business Times 290ba1b7-bb73-4bc9-8338-b4b700a7a747 290ba1b7-bb73-4bc9-8338-b4b700a7a747 Mon, 31 Aug 2026 16:00:00 +0000 1221 https://omny.fm/shows/bt-mark-to-market/rising-bond-yields-and-the-singapore-market S1E70: Frasers Property’s hospitality revamp Frasers Property’s hospitality revamp 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.

]]> 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.

]]> full 1 70 The Business Times 43fa32ed-bba9-46dd-9091-b49b00645e38 43fa32ed-bba9-46dd-9091-b49b00645e38 Mon, 03 Aug 2026 16:00:00 +0000 1125 https://omny.fm/shows/bt-mark-to-market/frasers-property-s-hospitality-revamp S1E69: Navigating chaotic markets Navigating chaotic markets 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.

]]> 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.

]]> full 1 69 The Business Times 234cb30a-6335-426b-aee0-b47f00b85948 234cb30a-6335-426b-aee0-b47f00b85948 Mon, 06 Jul 2026 16:00:00 +0000 1810 https://omny.fm/shows/bt-mark-to-market/navigating-chaotic-markets S1E68: Marco Polo Marine powers on: A conversation with its CEO Marco Polo Marine powers on: A conversation with its CEO 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.

]]> 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.

]]> full 1 68 The Business Times eaad4e2b-88ea-4981-bfd7-b45900a8bb52 eaad4e2b-88ea-4981-bfd7-b45900a8bb52 Mon, 01 Jun 2026 16:00:00 +0000 1480 https://omny.fm/shows/bt-mark-to-market/marco-polo-marine-powers-on-a-conversation-with-its-ceo S1E67: Can SGX draw both Reits and tech stocks? Can SGX draw both Reits and tech stocks? 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.

]]> 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.

]]> full 1 67 The Business Times f017fee4-be5f-4b70-9781-b44000a03476 f017fee4-be5f-4b70-9781-b44000a03476 Mon, 04 May 2026 16:00:00 +0000 1012 https://omny.fm/shows/bt-mark-to-market/can-sgx-draw-both-reits-and-tech-stocks S1E66: What the Iran war means for Reit investors What the Iran war means for Reit investors 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 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.

]]> full 1 66 The Business Times 824df480-dccd-4bc9-9c85-b4240088eb16 824df480-dccd-4bc9-9c85-b4240088eb16 Mon, 06 Apr 2026 16:00:00 +0000 1025 https://omny.fm/shows/bt-mark-to-market/what-the-iran-war-means-for-reit-investors S1E65: How the Value Unlock push will lift the market How the Value Unlock push will lift the market 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 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.

]]> full 1 65 The Business Times 8e88016d-ec35-4fbf-84f5-b401008a4ddf 8e88016d-ec35-4fbf-84f5-b401008a4ddf Mon, 02 Mar 2026 16:00:00 +0000 1587 https://omny.fm/shows/bt-mark-to-market/how-the-value-unlock-push-will-lift-the-market S1E64: What’s up with GIC and Temasek’s performance? What’s up with GIC and Temasek’s performance? 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.

]]> 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.

]]> full 1 64 The Business Times 4739032d-e867-4766-b995-b3e50091a7d1 4739032d-e867-4766-b995-b3e50091a7d1 Mon, 02 Feb 2026 16:00:00 +0000 971 https://omny.fm/shows/bt-mark-to-market/what-s-up-with-gic-and-temasek-s-performance S1E63: SGX’s new plan to draw new listings SGX’s new plan to draw new listings 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.

]]> 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.

]]> full 1 63 The Business Times 97c782d7-39cc-47c9-870c-b3c4003ec2fb 97c782d7-39cc-47c9-870c-b3c4003ec2fb Mon, 05 Jan 2026 16:00:00 +0000 1162 https://omny.fm/shows/bt-mark-to-market/sgx-s-new-plan-to-draw-new-listings S1E62: Banking on the Singapore banks Banking on the Singapore banks 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.

]]> 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.

]]> full 1 62 The Business Times a3f40d63-07d9-4eb5-8cfb-b3a30064e68f a3f40d63-07d9-4eb5-8cfb-b3a30064e68f Mon, 01 Dec 2025 16:00:00 +0000 1075 https://omny.fm/shows/bt-mark-to-market/banking-on-the-singapore-banks S1E61: STI 10,000: How the narrative on Singapore is changing STI 10,000: How the narrative on Singapore is changing 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.

]]> 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.

]]> full 1 61 The Business Times 259bbe8f-b74f-479d-a2cb-b38a009e7c68 259bbe8f-b74f-479d-a2cb-b38a009e7c68 Mon, 03 Nov 2025 16:00:00 +0000 1094 https://omny.fm/shows/bt-mark-to-market/sti-10-000-how-the-narrative-on-singapore-is-changing S1E60: Putting the onus on boards for performance Putting the onus on boards for performance 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.

]]> 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.

]]> full 1 60 The Business Times d95ee69a-5f3e-4bd7-91d5-b36e007abe83 d95ee69a-5f3e-4bd7-91d5-b36e007abe83 Mon, 06 Oct 2025 16:00:00 +0000 948 https://omny.fm/shows/bt-mark-to-market/putting-the-onus-on-boards-for-performance S1E59: Simba-M1 deal: Implications for investors Simba-M1 deal: Implications for investors 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.

]]> 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.

]]> full 1 59 The Business Times b70ff1f6-08a5-4e0c-809d-b34b003a7d0c b70ff1f6-08a5-4e0c-809d-b34b003a7d0c Mon, 01 Sep 2025 16:00:00 +0000 1048 https://omny.fm/shows/bt-mark-to-market/simba-m1-deal-implications-for-investors S1E58: Broadening bullishness in Singapore Broadening bullishness in Singapore 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.

]]> 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.

]]> full 1 58 The Business Times ad412de1-0835-410f-afdc-b32f00929fa2 ad412de1-0835-410f-afdc-b32f00929fa2 Mon, 04 Aug 2025 16:00:00 +0000 800 https://omny.fm/shows/bt-mark-to-market/broadening-bullishness-in-singapore S1E57: How IFAs influence take-private offers: BT Mark to Market How IFAs influence take-private offers: BT Mark to Market 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.

]]> 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.

]]> full 1 57 The Business Times 98721dad-2044-4424-b4ad-b30c00a54415 98721dad-2044-4424-b4ad-b30c00a54415 Tue, 01 Jul 2025 06:10:16 +0000 1090 https://omny.fm/shows/bt-mark-to-market/how-ifas-influence-take-private-offers-bt-mark-to-market S1E56: Are S-Reits losing their mojo? BT Mark to Market Are S-Reits losing their mojo? BT Mark to Market 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.

]]> 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.

]]> full 1 56 The Business Times 01316eaf-f9dd-4382-977f-b2f0008aec3d 01316eaf-f9dd-4382-977f-b2f0008aec3d Mon, 02 Jun 2025 16:00:00 +0000 1088 https://omny.fm/shows/bt-mark-to-market/are-s-reits-losing-their-mojo-bt-mark-to-market S1E55: Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market 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.

]]> 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.

]]> full 1 55 The Business Times 5a7a3bc5-7a69-4fac-84c2-b2d4009183b1 5a7a3bc5-7a69-4fac-84c2-b2d4009183b1 Mon, 05 May 2025 16:00:00 +0000 947 https://omny.fm/shows/bt-mark-to-market/coping-with-trump-s-liberation-day-fallout-bt-mark-to-market S1E54: The big fight at CDL: BT Mark to Market The big fight at CDL: BT Mark to Market 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.

]]> 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.

]]> full 1 54 The Business Times d90f9cf7-ce98-45a2-acbb-b2ae008029fa d90f9cf7-ce98-45a2-acbb-b2ae008029fa Mon, 31 Mar 2025 16:00:00 +0000 1345 https://omny.fm/shows/bt-mark-to-market/the-big-fight-at-cdl-bt-mark-to-market S1E53: Can the Singapore market be revived? BT Mark to Market Can the Singapore market be revived? BT Mark to Market 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.

]]> 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.

]]> full 1 53 The Business Times dcd50d22-c0a4-4cad-a918-b29300249781 dcd50d22-c0a4-4cad-a918-b29300249781 Mon, 03 Mar 2025 16:00:00 +0000 986 https://omny.fm/shows/bt-mark-to-market/can-the-singapore-market-be-revived-bt-mark-to-mar S1E52: What’s next in the OCBC-Great Eastern saga? BT Mark to Market What’s next in the OCBC-Great Eastern saga? BT Mark to Market 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.

]]> 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.

]]> full 1 52 The Business Times 6af8b53c-af8c-4da8-9d2d-b2790091d929 6af8b53c-af8c-4da8-9d2d-b2790091d929 Mon, 03 Feb 2025 16:00:00 +0000 1009 https://omny.fm/shows/bt-mark-to-market/what-s-next-in-the-ocbc-great-eastern-saga-bt-mark S1E51: Exciting, risky markets await in 2025: BT Mark to Market Exciting, risky markets await in 2025: BT Mark to Market 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.

]]> 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.

]]> full 1 51 The Business Times e44f84d0-ce0d-49a9-a0a0-b25d00af29a2 e44f84d0-ce0d-49a9-a0a0-b25d00af29a2 Mon, 06 Jan 2025 16:00:00 +0000 1057 https://omny.fm/shows/bt-mark-to-market/exciting-risky-markets-await-in-2025-bt-mark-to-ma S1E50: Understanding DBS' recent share buyback and CEO's stock sale: BT Mark to Market Understanding DBS' recent share buyback and CEO's stock sale: BT Mark to Market 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.

]]> 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.

]]> full 1 50 The Business Times a723a5db-dbe0-477e-9f5f-b23a00a566de a723a5db-dbe0-477e-9f5f-b23a00a566de Mon, 02 Dec 2024 16:00:00 +0000 1001 https://omny.fm/shows/bt-mark-to-market/understanding-dbs-recent-share-buyback-and-ceos-st S1E49: The big takeover - Hanwha's high-stakes move on Dyna-Mac Holdings: BT Mark to Market The big takeover - Hanwha's high-stakes move on Dyna-Mac Holdings: BT Mark to Market 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.

]]> 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.

]]> full 1 49 The Business Times ecc64eee-ebe9-402c-bae4-b21e0041de91 ecc64eee-ebe9-402c-bae4-b21e0041de91 Mon, 04 Nov 2024 16:00:00 +0000 889 https://omny.fm/shows/bt-mark-to-market/the-big-takeover-hanwhas-high-stakes-move-on-dyna S1E48: How MAS plans to spark market magic: BT Mark to Market How MAS plans to spark market magic: BT Mark to Market 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.

]]> 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.

]]> full 1 48 The Business Times a207b076-dcb2-4a48-ac76-b1fb00711022 a207b076-dcb2-4a48-ac76-b1fb00711022 Mon, 30 Sep 2024 16:00:00 +0000 851 https://omny.fm/shows/bt-mark-to-market/how-mas-plans-to-spark-market-magic-bt-mark-to-mar S2Because great reads should be heard: BT Correspondents Because great reads should be heard: BT Correspondents 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.

]]> 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.

]]> trailer 2 The Business Times a53beeb9-1d21-4aa9-93f1-b1e700c88918 a53beeb9-1d21-4aa9-93f1-b1e700c88918 Tue, 10 Sep 2024 12:11:34 +0000 35 https://omny.fm/shows/bt-mark-to-market/because-great-reads-should-be-heard-bt-corresponde S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47) Riding rate cuts with Reits: BT Mark to Market (Ep 47) 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.

]]> 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.

]]> full 1 47 The Business Times d6af33e8-04a9-4bc3-97ba-b1e30047f635 d6af33e8-04a9-4bc3-97ba-b1e30047f635 Sun, 08 Sep 2024 16:00:00 +0000 874 https://omny.fm/shows/bt-mark-to-market/riding-rate-cuts-with-reits-bt-mark-to-market-ep-4 S1E46: Singtel calling: BT Mark to Market (Ep 46) Singtel calling: BT Mark to Market (Ep 46) 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.

]]> 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.

]]> full 1 46 The Business Times 5bcdb730-3285-41c0-b683-b1c500c732f4 5bcdb730-3285-41c0-b683-b1c500c732f4 Sun, 11 Aug 2024 16:00:00 +0000 766 https://omny.fm/shows/bt-mark-to-market/singtel-calling-bt-mark-to-market-ep-46 S1E45: Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45) Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45) 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.

]]> 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.

]]> full 1 45 The Business Times 5bc00458-ce01-41ae-87ef-b1a5008e689c 5bc00458-ce01-41ae-87ef-b1a5008e689c Sun, 07 Jul 2024 16:00:00 +0000 895 https://omny.fm/shows/bt-mark-to-market/keep-calm-and-carry-on-in-singapore-bt-mark-to-mar S1E44: ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44) ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44) 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

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

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.

]]> full 1 44 The Business Times 90f968a2-f2c7-4d8d-93a1-b18800acf1b6 90f968a2-f2c7-4d8d-93a1-b18800acf1b6 Sun, 09 Jun 2024 16:00:00 +0000 801 https://omny.fm/shows/bt-mark-to-market/ara-h-trust-cromwell-e-reit-get-new-sponsors-bt-ma S1E43: SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43) SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43) 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

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

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.

]]> full 1 43 The Business Times 319cc282-a2d8-4bc8-86e2-b15e00100b0f 319cc282-a2d8-4bc8-86e2-b15e00100b0f Sun, 12 May 2024 16:00:00 +0000 1452 https://omny.fm/shows/bt-mark-to-market/bt-mark-to-market-sgx-regco-focuses-on-shareholder S1E42: Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42) Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42) 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.

]]> 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.

]]> full 1 42 The Business Times e7a75cb3-9170-4ce3-9407-b14b0031f784 e7a75cb3-9170-4ce3-9407-b14b0031f784 Sun, 07 Apr 2024 16:00:00 +0000 1452 https://omny.fm/shows/bt-mark-to-market/reits-are-under-pressure-is-it-time-to-invest-bt-m S1E41: Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41) Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41) 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.

]]> 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.

]]> full 1 41 The Business Times 589a0f28-f630-4999-9201-b12f007bdb61 589a0f28-f630-4999-9201-b12f007bdb61 Tue, 12 Mar 2024 16:00:00 +0000 1310 https://omny.fm/shows/bt-mark-to-market/behind-the-minority-investor-movement-at-great-eas S1E40: Is this the end for Cordlife? BT Mark to Market (Ep 40) Is this the end for Cordlife? BT Mark to Market (Ep 40) 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.

]]> 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.

]]> full 1 40 The Business Times cca5d634-3b69-41f5-90d2-b110007d713b cca5d634-3b69-41f5-90d2-b110007d713b Sun, 11 Feb 2024 16:00:00 +0000 1090 https://omny.fm/shows/bt-mark-to-market/is-this-the-end-for-cordlife-bt-mark-to-market-ep S1E39: Winning with Reits in 2024: BT Mark to Market (Ep 39) Winning with Reits in 2024: BT Mark to Market (Ep 39) 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.

]]> 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.

]]> full 1 39 The Business Times f34e0f09-d6e5-4bb6-acc2-b0ee0099d320 f34e0f09-d6e5-4bb6-acc2-b0ee0099d320 Sun, 07 Jan 2024 16:00:00 +0000 901 https://omny.fm/shows/bt-mark-to-market/winning-with-reits-in-2024-bt-mark-to-market-ep-39 S1E38: Property trust investors agitate for change: BT Mark to Market (Ep 38) Property trust investors agitate for change: BT Mark to Market (Ep 38) 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.

]]> 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.

]]> full 1 38 The Business Times faf256f5-6458-412d-89f9-b0d3008e2618 faf256f5-6458-412d-89f9-b0d3008e2618 Sun, 10 Dec 2023 16:00:00 +0000 1139 https://omny.fm/shows/bt-mark-to-market/the-reit-sector-needs-rejuvenation-bt-mark-to-mark S1E37: How to fix Singapore’s stock market: BT Mark to Market (Ep 37) How to fix Singapore’s stock market: BT Mark to Market (Ep 37) 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

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

See omnystudio.com/listener for privacy information.

]]> full 1 37 The Business Times 6bfc21f4-784e-47d2-acdb-b0b6000b725f 6bfc21f4-784e-47d2-acdb-b0b6000b725f Sun, 12 Nov 2023 16:00:00 +0000 1114 https://omny.fm/shows/bt-mark-to-market/how-to-fix-singapore-s-stock-market-bt-mark-to-mar S1E36: Rising costs bring the bears back: BT Mark to Market (Ep 36) Rising costs bring the bears back: BT Mark to Market (Ep 36) 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

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

See omnystudio.com/listener for privacy information.

]]> 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

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

See omnystudio.com/listener for privacy information.

]]> full 1 36 The Business Times ffe647a2-e6cb-4e16-9dd6-b09200380105 ffe647a2-e6cb-4e16-9dd6-b09200380105 Sun, 08 Oct 2023 16:00:00 +0000 1124 https://omny.fm/shows/bt-mark-to-market/rising-costs-brings-the-bears-back-bt-mark-to-mark S1E35: Hotel Properties: Should investors check in? BT Mark to Market (Ep 35) Hotel Properties: Should investors check in? BT Mark to Market (Ep 35) 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 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

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

See omnystudio.com/listener for privacy information.

]]> 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 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

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

See omnystudio.com/listener for privacy information.

]]> full 1 35 The Business Times 13a2d348-9ad0-4f5d-a06a-b076007d1c29 13a2d348-9ad0-4f5d-a06a-b076007d1c29 Sun, 10 Sep 2023 16:00:00 +0000 862 https://omny.fm/shows/bt-mark-to-market/hotel-properties-should-investors-check-in-bt-mark S1E34: Sabana Reit in uncharted territory: BT Mark to Market (Ep 34) Sabana Reit in uncharted territory: BT Mark to Market (Ep 34) 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:

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.

]]> 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:

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.

]]> full 1 34 The Business Times f20111d9-c241-4d20-a7a7-b05b0083c985 f20111d9-c241-4d20-a7a7-b05b0083c985 Sun, 13 Aug 2023 16:00:00 +0000 1037 https://omny.fm/shows/bt-mark-to-market/sabana-reit-in-uncharted-territory-bt-mark-to-mark S1E33: Great Eastern’s great potential: BT Mark to Market (Ep 33) Great Eastern’s great potential: BT Mark to Market (Ep 33) 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:

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: 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: 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

See omnystudio.com/listener for privacy information.

]]> 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:

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: 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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 33 The Business Times 70941928-5da9-4f5a-a53f-b0380075c494 70941928-5da9-4f5a-a53f-b0380075c494 Sun, 09 Jul 2023 16:00:00 +0000 1116 https://omny.fm/shows/bt-mark-to-market/great-eastern-s-great-potential-bt-mark-to-market S1E32: Is Manulife US Reit a bargain? BT Mark to Market (Ep 32) Is Manulife US Reit a bargain? BT Mark to Market (Ep 32) 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

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: 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

See omnystudio.com/listener for privacy information.

]]> 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

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 32 The Business Times f000ee93-cf4a-4a2c-a574-b01e003f1248 f000ee93-cf4a-4a2c-a574-b01e003f1248 Sun, 11 Jun 2023 16:00:00 +0000 989 https://omny.fm/shows/bt-mark-to-market/is-manulife-us-reit-a-bargain-bt-mark-to-market-ep S1E31: Sell in May and go away? BT Mark to Market (Ep 31) Sell in May and go away? BT Mark to Market (Ep 31) 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:

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: 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

See omnystudio.com/listener for privacy information.

]]> 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:

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 31 The Business Times e704f42e-bae1-454e-929d-aff900a30299 e704f42e-bae1-454e-929d-aff900a30299 Sun, 07 May 2023 16:00:00 +0000 826 https://omny.fm/shows/bt-mark-to-market/see-in-may-and-walk-away-bt-mark-to-market-ep-31 S1E30: Stocks are running but check your FOMO: BT Mark to Market (Ep 30) Stocks are running but check your FOMO: BT Mark to Market (Ep 30) 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 working its way through the financial system. Yet, the Fed does not appear ready to cut rates immediately. Chasing the market at this point could be a bad idea.

Highlights: 

01:36 Waiting for the next shoe to drop

06:13 S&P500, STI have shrugged off the bad news

09:32 Parsing Fed’s latest comments, rate projections

11:38 Weaker REITs may succumb to financial stress

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

Produced by: Howie Lim & Claressa Monteiro

Engineered 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: 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

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.

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 working its way through the financial system. Yet, the Fed does not appear ready to cut rates immediately. Chasing the market at this point could be a bad idea.

Highlights: 

01:36 Waiting for the next shoe to drop

06:13 S&P500, STI have shrugged off the bad news

09:32 Parsing Fed’s latest comments, rate projections

11:38 Weaker REITs may succumb to financial stress

Written and hosted by: Ben Paul (benpaul@sph.com.sg)

Produced by: Howie Lim & Claressa Monteiro

Engineered 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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 30 The Business Times c185ed6a-fef0-49f9-9aad-afdd00277692 c185ed6a-fef0-49f9-9aad-afdd00277692 Sun, 09 Apr 2023 16:00:00 +0000 881 https://omny.fm/shows/bt-mark-to-market/stocks-are-running-but-check-your-fomo-bt-mark-to S1E29: A tale of two Singapore delistings: BT Mark to Market (Ep 29) A tale of two Singapore delistings: BT Mark to Market (Ep 29) 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

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: 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

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.

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

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 29 The Business Times b65f80d5-06d7-465f-8915-afc3001babf1 b65f80d5-06d7-465f-8915-afc3001babf1 Sun, 12 Mar 2023 16:00:00 +0000 1210 https://omny.fm/shows/bt-mark-to-market/a-tale-of-two-singapore-delistings-bt-mark-to-mark S1E28: Are share buybacks good for investors? BT Mark to Market (Ep 28) Are share buybacks good for investors? BT Mark to Market (Ep 28) 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

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: 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

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.

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

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 28 The Business Times 9abbbb40-7f6e-486c-88b9-afa6003ec840 9abbbb40-7f6e-486c-88b9-afa6003ec840 Sun, 12 Feb 2023 16:00:00 +0000 981 https://omny.fm/shows/bt-mark-to-market/are-share-buybacks-good-for-investors-bt-mark-to-m S1E27: What does 2023 hold for the markets? BT Mark to Market (Ep 27) What does 2023 hold for the markets? BT Mark to Market (Ep 27) 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

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: 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

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.

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

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 27 The Business Times 694f8126-3e3a-487d-a4b4-af8300b2ba3b 694f8126-3e3a-487d-a4b4-af8300b2ba3b Sun, 08 Jan 2023 16:00:00 +0000 1158 https://omny.fm/shows/bt-mark-to-market/what-does-2023-hold-for-the-markets-bt-mark-to-mar S1E26: Can SIA fly higher in 2023? BT Mark to Market (Ep 26) Can SIA fly higher in 2023? BT Mark to Market (Ep 26) 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

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: 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

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.

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

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: 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

See omnystudio.com/listener for privacy information.

]]> full 1 26 The Business Times 5eab6919-ae14-4479-8642-af6501897828 5eab6919-ae14-4479-8642-af6501897828 Sun, 11 Dec 2022 16:00:00 +0000 1109 https://omny.fm/shows/bt-mark-to-market/can-sia-fly-higher-in-2023-bt-mark-to-market-ep-26 S1E25: Hunting for beaten down stocks - A love story: BT Mark to Market Ep 25 Hunting for beaten down stocks - A love story: BT Mark to Market Ep 25 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:

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: 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.

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:

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: 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.

]]> full 1 25 The Business Times 1049729b-afc7-4b57-8580-af4901883252 1049729b-afc7-4b57-8580-af4901883252 Sun, 13 Nov 2022 16:01:00 +0000 981 https://omny.fm/shows/bt-mark-to-market/hunting-for-beaten-down-stocks-a-love-story-bt-mar S1E24: Can SATS put the genie back in the bottle? BT Mark to Market Ep 24 Can SATS put the genie back in the bottle? BT Mark to Market Ep 24 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

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: 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.

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

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: 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.

]]> full 1 24 The Business Times 1b0939a4-c62b-4296-9fc2-af2e00b8747b 1b0939a4-c62b-4296-9fc2-af2e00b8747b Thu, 13 Oct 2022 16:02:00 +0000 847 https://omny.fm/shows/bt-mark-to-market/can-sats-put-the-genie-back-in-the-bottle-bt-mark S1E23: What’s next for Frasers Hospitality Trust? BT Mark to Market Ep 23 What’s next for Frasers Hospitality Trust? BT Mark to Market Ep 23 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:

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: 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.

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:

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: 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.

]]> full 1 23 The Business Times 16dfced6-38f7-4736-ab41-af13006830ab 16dfced6-38f7-4736-ab41-af13006830ab Sun, 18 Sep 2022 16:00:00 +0000 817 https://omny.fm/shows/bt-mark-to-market/what-s-next-for-frasers-hospitality-trust-bt-mark S1E22: Battling bank-related phishing scams: BT Mark to Market Ep 22 Battling bank-related phishing scams: BT Mark to Market Ep 22 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

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: 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.

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

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: 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.

]]> full 1 22 The Business Times cdb58e55-aa8b-48dc-8ea0-aee80005ffe9 cdb58e55-aa8b-48dc-8ea0-aee80005ffe9 Sun, 07 Aug 2022 16:00:00 +0000 949 https://omny.fm/shows/bt-mark-to-market/battling-bank-related-phishing-scams-bt-mark-to-ma S1E21: How to navigate 2H2022? BT Mark to Market Ep 21 How to navigate 2H2022? BT Mark to Market Ep 21 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:

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: 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:

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: 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.

]]> full 1 21 The Business Times a0c0d7c4-f729-4b69-8bad-aecd00a41df3 a0c0d7c4-f729-4b69-8bad-aecd00a41df3 Sun, 10 Jul 2022 16:00:00 +0000 954 https://omny.fm/shows/bt-mark-to-market/how-to-navigate-2h2022-bt-mark-to-market-ep-21 S1E20: The compulsory acquisition loophole: BT Mark to Market Ep 20 The compulsory acquisition loophole: BT Mark to Market Ep 20 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

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: http://bt.sg/btmoneyhacks

WealthBT: https://bt.sg/btwealthbt

PropertyBT:https://bt.sg/btpropertybt

BT Podcasts: http://bt.sg/pcOM

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.

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

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: http://bt.sg/btmoneyhacks

WealthBT: https://bt.sg/btwealthbt

PropertyBT:https://bt.sg/btpropertybt

BT Podcasts: http://bt.sg/pcOM

See omnystudio.com/listener for privacy information.

]]> full 1 20 The Business Times 3f95a9ea-dfa6-47b5-bf39-aeae018a47b5 3f95a9ea-dfa6-47b5-bf39-aeae018a47b5 Sun, 12 Jun 2022 16:00:00 +0000 1029 https://omny.fm/shows/bt-mark-to-market/the-compulsory-acquisition-loophole-mark-to-market S1E19: Examining Sembmarine’s merger deal: BT Mark to Market Ep 19 Examining Sembmarine’s merger deal: BT Mark to Market Ep 19 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

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.

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

See omnystudio.com/listener for privacy information.

]]> full 1 19 The Business Times 8ecf7b39-07fa-4c16-a6b5-ae8d0063beb7 8ecf7b39-07fa-4c16-a6b5-ae8d0063beb7 Sun, 08 May 2022 16:00:00 +0000 823 https://omny.fm/shows/bt-mark-to-market/is-the-sembmarine-keppel-o-m-merger-a-good-deal-bt S1E18: Mapletree sets new standard for REIT sponsors: BT Mark to Market Ep 18 Mapletree sets new standard for REIT sponsors: BT Mark to Market Ep 18 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.

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.

]]> full 1 18 The Business Times fe393335-8c56-4f0c-8df4-ae71000c3870 fe393335-8c56-4f0c-8df4-ae71000c3870 Sun, 10 Apr 2022 16:00:00 +0000 827 https://omny.fm/shows/bt-mark-to-market/mapletree-sets-new-standard-for-reit-sponsors-mark S1E17: What the Ukraine war means for investors: BT Mark to Market Ep 17 What the Ukraine war means for investors: BT Mark to Market Ep 17 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 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.

]]> full 1 17 The Business Times 6636110e-f306-4eae-9ccc-ae55007902b8 6636110e-f306-4eae-9ccc-ae55007902b8 Sun, 13 Mar 2022 16:00:00 +0000 855 https://omny.fm/shows/bt-mark-to-market/what-the-ukraine-war-means-for-investors-bt-mark-t S1E16: Reit mergers face growing resistance: BT Mark to Market Ep 16 Reit mergers face growing resistance: BT Mark to Market Ep 16 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

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

See omnystudio.com/listener for privacy information.

]]> full 1 16 The Business Times 60488de5-e662-40a8-90b0-ae39009c3340 60488de5-e662-40a8-90b0-ae39009c3340 Sun, 13 Feb 2022 16:00:00 +0000 903 https://omny.fm/shows/bt-mark-to-market/reit-mergers-face-growing-resistance-bt-mark-to-ma S1E15: Invest like Peter Lynch in 2022: BT Mark to Market Ep 15 Invest like Peter Lynch in 2022: BT Mark to Market Ep 15 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 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.

]]> full 1 15 The Business Times e0dd833b-7898-4886-b02b-ae16000f45fc e0dd833b-7898-4886-b02b-ae16000f45fc Sun, 09 Jan 2022 16:00:00 +0000 874 https://omny.fm/shows/bt-mark-to-market/invest-like-peter-lynch-in-2022-bt-mark-to-market S1E14: Why investors should worry about Reit placements: BT Mark to Market Ep 14 Why investors should worry about Reit placements: BT Mark to Market Ep 14 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 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.

]]> full 1 14 The Business Times ab3776e1-cd0a-4baf-9269-adfa000e5b0f ab3776e1-cd0a-4baf-9269-adfa000e5b0f Sun, 12 Dec 2021 16:00:00 +0000 837 https://omny.fm/shows/bt-mark-to-market/why-investors-should-worry-about-reit-placements-b S1E13: Watch out for Reit mergers: BT Mark to Market Ep 13 Watch out for Reit mergers: BT Mark to Market Ep 13 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.

  1. ESR-Reit - ARA Logos deal reignites Reit merger concerns (2:13)
  2. Post-merger performance belies claim that size matters (7:01)
  3. How minorities of target Reits in mergers are shortchanged (11:09)
  4. Market dynamics, shifting priorities the driver of mergers (13:30)
  5. 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 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.

  1. ESR-Reit - ARA Logos deal reignites Reit merger concerns (2:13)
  2. Post-merger performance belies claim that size matters (7:01)
  3. How minorities of target Reits in mergers are shortchanged (11:09)
  4. Market dynamics, shifting priorities the driver of mergers (13:30)
  5. 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.

]]> full 1 13 The Business Times e733de38-9242-43f0-86ad-add60020a34f e733de38-9242-43f0-86ad-add60020a34f Sun, 07 Nov 2021 16:00:00 +0000 1149 https://omny.fm/shows/bt-mark-to-market/watch-out-for-reit-mergers-bt-mark-to-market-ep-13 S1E12: Straits Trading repositioned for growth: BT Mark to Market Ep 12 Straits Trading repositioned for growth: BT Mark to Market Ep 12 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.

  1. Swapping low-return assets for scalable businesses (3:20)
  2. Real estate investments and ventures are paying off (5:00)
  3. Stock isn’t any more expensive after its big run (8:00)
  4. 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 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.

  1. Swapping low-return assets for scalable businesses (3:20)
  2. Real estate investments and ventures are paying off (5:00)
  3. Stock isn’t any more expensive after its big run (8:00)
  4. 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.

]]> full 1 12 The Business Times 64248099-5a70-4e7c-bd4a-adbb004d9cba 64248099-5a70-4e7c-bd4a-adbb004d9cba Sun, 10 Oct 2021 16:00:00 +0000 765 https://omny.fm/shows/bt-mark-to-market/straits-trading-repositioned-for-growth-mark-to-ma S1E11: Three strategies to beat the Straits Times Index going forward: BT Mark to Market Ep 11 Three strategies to beat the Straits Times Index going forward: BT Mark to Market Ep 11 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. 

  1. STI is lagging; investors need to take an active approach (3:05)
  2. How local stock pickers could have earned a decent return (6:15)
  3. Reits have beaten the STI, some nearly matched the S&P 500 (9:45)
  4. 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 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. 

  1. STI is lagging; investors need to take an active approach (3:05)
  2. How local stock pickers could have earned a decent return (6:15)
  3. Reits have beaten the STI, some nearly matched the S&P 500 (9:45)
  4. 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.

]]> full 1 11 The Business Times 1d20d717-81cd-4cab-a154-ad9e00a055e4 1d20d717-81cd-4cab-a154-ad9e00a055e4 Sun, 12 Sep 2021 16:00:00 +0000 905 https://omny.fm/shows/bt-mark-to-market/three-strategies-to-beat-the-market-bt-mark-to-mar S1E10: CapitaLand's big restructuring: BT Mark To Market Ep 10 CapitaLand's big restructuring: BT Mark To Market Ep 10 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. 

  1. CapitaLand's repeated reimagination of itself (1:58)
  2. Why the latest restructuring plan has spurred its stock (4:50)
  3. How CapitaLand stole City Developments' thunder (8:00)
  4. 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 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. 

  1. CapitaLand's repeated reimagination of itself (1:58)
  2. Why the latest restructuring plan has spurred its stock (4:50)
  3. How CapitaLand stole City Developments' thunder (8:00)
  4. 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.

]]> full 1 10 The Business Times acc9ca40-fc07-4c1e-927e-ad7b0019eaf9 acc9ca40-fc07-4c1e-927e-ad7b0019eaf9 Sun, 08 Aug 2021 16:00:00 +0000 690 https://omny.fm/shows/bt-mark-to-market/capitalands-big-restructuring-bt-mark-to-market-ep S1E9: What's next for Sembcorp Marine? BT Mark To Market Ep 9 What's next for Sembcorp Marine? BT Mark To Market Ep 9 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.

  1. Recalling Sembcorp Marine's demerger from Sembcorp Industries (1:45)
  2. Breaking down the latest deeply discounted rights issue  (4:35)
  3. Why the prospect of a merger with Keppel O&M is now a concern (7:15)
  4. 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.

]]> 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.

  1. Recalling Sembcorp Marine's demerger from Sembcorp Industries (1:45)
  2. Breaking down the latest deeply discounted rights issue  (4:35)
  3. Why the prospect of a merger with Keppel O&M is now a concern (7:15)
  4. 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.

]]> full 1 9 The Business Times ef0db34b-a68d-4d66-b98c-ad60009e056a ef0db34b-a68d-4d66-b98c-ad60009e056a Sun, 11 Jul 2021 16:00:00 +0000 736 https://omny.fm/shows/bt-mark-to-market/whats-next-for-sembcorp-marine-bt-mark-to-market-e S1E8: Holding corporate boards to account: BT Mark To Market Ep 8 Holding corporate boards to account: BT Mark To Market Ep 8 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:

  1. The influence of institutional shareholders over corporate boards (2:45)
  2. Why BlackRock voted against the reappointment of directors at Top Glove (4:45)
  3. How minority votes make an impact even at tightly controlled companies (8.58) 
  4. 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 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:

  1. The influence of institutional shareholders over corporate boards (2:45)
  2. Why BlackRock voted against the reappointment of directors at Top Glove (4:45)
  3. How minority votes make an impact even at tightly controlled companies (8.58) 
  4. 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.

]]> full 1 8 The Business Times 12e48fa6-1033-4cbd-8f15-ad4400739443 12e48fa6-1033-4cbd-8f15-ad4400739443 Sun, 13 Jun 2021 16:00:00 +0000 1004 https://omny.fm/shows/bt-mark-to-market/holding-corporate-boards-to-account-bt-mark-to-mar S1E7: How to invest like Warren Buffett: BT Mark To Market Ep 7 How to invest like Warren Buffett: BT Mark To Market Ep 7 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:

  1. Defining the Warren Buffett style of value investing (2:25)
  2. Contrasting what excites investors with what excites Buffett (3:25)
  3. Buffett's focus on profitability and value has stood test of time (6:43)
  4. 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 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:

  1. Defining the Warren Buffett style of value investing (2:25)
  2. Contrasting what excites investors with what excites Buffett (3:25)
  3. Buffett's focus on profitability and value has stood test of time (6:43)
  4. 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.

]]> full 1 7 The Business Times 81101d8d-3319-4a13-b6ba-ad21008c75f7 81101d8d-3319-4a13-b6ba-ad21008c75f7 Sun, 09 May 2021 16:00:00 +0000 685 https://omny.fm/shows/bt-mark-to-market/bt-mark-to-market-ep-7 S1E6: Riding the next phase of the bull market: BT Mark To Market Ep 6 Riding the next phase of the bull market: BT Mark To Market Ep 6 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:

  1. Controlling shareholders are taking their companies private cheaply (1:45)
  2. Why so many Singapore stocks are trading below their book values (4:32)
  3. How value unlocking has been a key catalyst for local stocks (6:20)
  4. 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 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:

  1. Controlling shareholders are taking their companies private cheaply (1:45)
  2. Why so many Singapore stocks are trading below their book values (4:32)
  3. How value unlocking has been a key catalyst for local stocks (6:20)
  4. 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.

]]> full 1 6 The Business Times 05b1b51c-f4ef-4007-a9f2-ad0b00a8189c 05b1b51c-f4ef-4007-a9f2-ad0b00a8189c Sun, 18 Apr 2021 16:00:00 +0000 731 https://omny.fm/shows/bt-mark-to-market/mark-to-market-ep-6-v1 S1E5: How to invest in an overvalued market: BT Mark To Market Ep 5 How to invest in an overvalued market: BT Mark To Market Ep 5 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. 

  1. Why the Straits Times Index began outpacing the S&P500 in Oct 2020 (1:40)
  2. SIA's rocketing share price belies continued cash-burn and hefty losses (2:55)
  3. Analysts unsure how to price Top Glove's sinking stock as earnings peak (4:12)
  4. 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 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. 

  1. Why the Straits Times Index began outpacing the S&P500 in Oct 2020 (1:40)
  2. SIA's rocketing share price belies continued cash-burn and hefty losses (2:55)
  3. Analysts unsure how to price Top Glove's sinking stock as earnings peak (4:12)
  4. 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.

]]> full 1 5 The Business Times 6a8df463-3f9f-469a-867f-acee00c6011f 6a8df463-3f9f-469a-867f-acee00c6011f Wed, 17 Mar 2021 16:00:00 +0000 514 https://omny.fm/shows/bt-mark-to-market/how-to-invest-in-an-overvalued-market-mark-to-mark S1E4: GameStop short squeeze and the power of retail investors: BT Mark To Market Ep 4 GameStop short squeeze and the power of retail investors: BT Mark To Market Ep 4 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.

  1. How retail investors trade stocks; and the impact they've had on the markets (2:18)
  2. The popular narrative on the GameStop short squeeze; and why it probably isn't true (7:35)
  3. How retail investors, enabled by social media, are driving change in the markets (8:58)
  4. 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 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.

    1. How retail investors trade stocks; and the impact they've had on the markets (2:18)
    2. The popular narrative on the GameStop short squeeze; and why it probably isn't true (7:35)
    3. How retail investors, enabled by social media, are driving change in the markets (8:58)
    4. 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.

      ]]>       full 1 4 The Business Times 3b7c91da-a2f8-49e1-b569-acc701217aca 3b7c91da-a2f8-49e1-b569-acc701217aca Sun, 07 Feb 2021 16:00:00 +0000 807 https://omny.fm/shows/bt-mark-to-market/mark-to-market-ep-4       S1E3: Opportunities and risks for stock investors in 2021: BT Mark To Market Ep 3 Opportunities and risks for stock investors in 2021: BT Mark To Market Ep 3 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.

      1. Why tech-oriented growth stocks led the recovery last year (2:40)
      2. Synchronous global recovery lifting stocks hammered by Covid-19 (3:52)
      3. Tolerating inflation for too long could be a policy risk (5:47)
      4. Beware STI stocks suffering structurally weak profitability (6:37)
      5. 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 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.

      1. Why tech-oriented growth stocks led the recovery last year (2:40)
      2. Synchronous global recovery lifting stocks hammered by Covid-19 (3:52)
      3. Tolerating inflation for too long could be a policy risk (5:47)
      4. Beware STI stocks suffering structurally weak profitability (6:37)
      5. 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.

      ]]>       full 1 3 The Business Times 65ba2cdc-083e-4098-b9dc-acb700863771 65ba2cdc-083e-4098-b9dc-acb700863771 Sun, 24 Jan 2021 16:00:00 +0000 682 https://omny.fm/shows/bt-mark-to-market/bt-mark-to-market-ep-3       S1E2: Dividend-yielding stocks and Reits: BT Mark To Market Ep 2 Dividend-yielding stocks and Reits: BT Mark To Market Ep 2 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.

      1. Analysing the total return from Singapore stocks, and why Singapore investors love dividends (1:40)
      2. Why understanding what companies do with their retained earnings is key for dividend investors (3:45)
      3. Why Singtel is losing its status as a reliable dividend-paying stock? (5:07)
      4. Where should dividend-oriented investors look for opportunity in the market? (7:20)
      5. 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.

      ---

      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 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.

      1. Analysing the total return from Singapore stocks, and why Singapore investors love dividends (1:40)
      2. Why understanding what companies do with their retained earnings is key for dividend investors (3:45)
      3. Why Singtel is losing its status as a reliable dividend-paying stock? (5:07)
      4. Where should dividend-oriented investors look for opportunity in the market? (7:20)
      5. 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.

      ---

      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.

      ]]>       full 1 2 The Business Times b99b91ef-841a-49d0-a2db-ac8e00862f11 b99b91ef-841a-49d0-a2db-ac8e00862f11 Sun, 13 Dec 2020 16:00:00 +0000 786 https://omny.fm/shows/bt-mark-to-market/dividend-yielding-stocks-and-reits-bt-mark-to-mark       S1E1: Investors shouldn't ignore the underperforming Singapore market: BT Mark To Market Ep 1 Investors shouldn't ignore the underperforming Singapore market: BT Mark To Market Ep 1 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.

      1. Why have the S&P500 and the Nasdaq indices bounced so strongly since March? (1:02)
      2. We are not in an ordinary economic cycle, but things are improving regardless (2:08)
      3. Why was the Singapore market underperforming even before Covid-19 hit? (3:54)
      4. Singapore's leading companies are not broke, and have ample scope to unlock value (6:43)
      5. 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

      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 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.

      1. Why have the S&P500 and the Nasdaq indices bounced so strongly since March? (1:02)
      2. We are not in an ordinary economic cycle, but things are improving regardless (2:08)
      3. Why was the Singapore market underperforming even before Covid-19 hit? (3:54)
      4. Singapore's leading companies are not broke, and have ample scope to unlock value (6:43)
      5. 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

      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.

      ]]>       full 1 1 The Business Times 060cbf7f-e4a0-4b71-adc7-ac7100d1eb5d 060cbf7f-e4a0-4b71-adc7-ac7100d1eb5d Sun, 15 Nov 2020 16:00:00 +0000 656 https://omny.fm/shows/bt-mark-to-market/bt-mark-to-market-ep-1