BT Mark To 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.

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 ([email protected]), 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

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Website: http://bt.sg/mark2mkt

Feedback to: [email protected]

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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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 ([email protected]), 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: [email protected]

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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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 ([email protected]), 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: [email protected]

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. 

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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.

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 ([email protected]), 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: [email protected]

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. 

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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.

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 ([email protected]) 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: [email protected]

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. 

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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 ([email protected]) 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: [email protected]

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. 

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Discover more BT podcast series:

BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

WealthBT Podcast at: http://bt.sg/btwealthbt

PropertyBT at: https://bt.sg/btpropertybt

BT Podcasts at: https://bt.sg/pcOM

See omnystudio.com/listener for privacy information.

Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

In this 17th episode of the Mark To Market podcast, senior correspondent Ben Paul looks at how the Ukraine war is pulling the risk of shifting geopolitics sharply into focus for investors and corporate boards. 

Highlights: (click/tap above)

01:18 Shifting geopolitics, like ESG, is powerful mobiliser of capital flows

03:12 Corporates pulling out of Russia, adding to pressure of sanctions

05:11 Sanctions reduce the opportunity cost for corporates to quit Russia

07:00 Governments must set rules; corporates and investors will follow

09:24 Companies should recognise geopolitical risks; and opportunities

Produced by: Ben Paul ([email protected]) 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: [email protected]

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. 

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Discover more BT podcast series:

BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

WealthBT Podcast at: http://bt.sg/btwealthbt

PropertyBT Podcast: https://bt.sg/btpropertybt

BT Podcasts at: https://bt.sg/pcOM

See omnystudio.com/listener for privacy information.

Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest real estate investment trust (Reit) mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust.

Highlights (click/tap above)

01:30 Proxy advisers, activist investors objecting to latest Reit mergers

03:28 ALog’s manager hits back at a Mark To Market commentary

07:37 Fundamental problem with Reit mergers: Conflicted managers 

09:25 Investor attitudes, market conventions and customs are changing

11:26 Reit managers, sponsors should get ahead of investor expectations

Produced by: Ben Paul ([email protected]) 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: [email protected]

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. 

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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 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 ([email protected]), 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: [email protected]

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. 

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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 ([email protected]), 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: [email protected]

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. 

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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.