BT 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.

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74 clip(s) in playlist

How to break Singapore’s IPO curse
Newly listed companies may perform poorly for a variety of reasons, but the fact that nearly all of this year’s IPOs are underwater is itself a problem. Senior correspondent Ben Paul explains why regulatory intervention may now be necessary. Highlights of the podcast: 01:36 Weakest link in enterp…
15:51
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…
34:56
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. Hig…
20:20
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 RO…
18:45
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 mit…
30:09
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 …
24:39
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…
16:51
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…
17:05
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. H…
26:26
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 …
16:10