S1E43: BT Mark to Market: SGX RegCo focuses on shareholder value (Ep 43)
BT Mark To Market
by The Business Times
2w ago
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 minorit ..read more
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S1E42: Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)
BT Mark To Market
by The Business Times
1M ago
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 ..read more
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S1E41: Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41)
BT Mark To Market
by The Business Times
2M ago
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 Eas ..read more
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S1E40: Is this the end for Cordlife? BT Mark to Market (Ep 40)
BT Mark To Market
by The Business Times
3M ago
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 ..read more
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S1E38: Property trust investors agitate for change: BT Mark to Market (Ep 38)
BT Mark To Market
by The Business Times
6M ago
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 ..read more
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S1E37: How to fix Singapore’s stock market: BT Mark to Market (Ep 37)
BT Mark To Market
by The Business Times
7M ago
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, pe ..read more
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S1E36: Rising costs bring the bears back: BT Mark to Market (Ep 36)
BT Mark To Market
by The Business Times
8M ago
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, resil ..read more
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S1E35: Hotel Properties: Should investors check in? BT Mark to Market (Ep 35)
BT Mark To Market
by The Business Times
9M ago
Hotel Properties Limited has been buffeted recently by news of the redevelopment of its Orchard Road assets, and a corruption investigation involving its major shareholder and managing director Ong Beng Seng. What does it all mean for its languishing shares? Senior correspondent Ben Paul explores. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. Highlights of the podcast: 01:31 Hit by corruption probe, redevelopment news 05:10 Hotels, resorts ridin ..read more
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S1E34: Sabana Reit in uncharted territory: BT Mark to Market (Ep 34)
BT Mark To Market
by The Business Times
10M ago
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 Wani ..read more
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S1E33: Great Eastern’s great potential: BT Mark to Market (Ep 33)
BT Mark To Market
by The Business Times
11M ago
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 shareholde ..read more
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