BT Mark To Market

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 ([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. 

---

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

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.

WealthBT Ep 4: The profitability of integrated shield portfolios

12:46 min

Synopsis: Learn to protect and grow your wealth in this new Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. 

In this fourth episode of the WealthBT podcast, BT's wealth editor Genevieve Cua looks into the profitability of Integrated Shield portfolios. Most insurers’ Shield results staged a turnaround in 2020. What does this mean for you?

She tackles the following points:

Integrated Shield plans’ loss making trend since 2015; what happened in 2020? (1:11)

Four factors that helped push Shield portfolios into the black (3:55)

What does this mean for premiums? (8:46)

In the pipeline: More changes for Shield; payouts for cancer drugs to be aligned with MediShield Life and new sub-limits likely (9:33)

Produced by: Genevieve Cua ([email protected]), Howie Lim & Lee Kim Siang

Edited by: Howie Lim

Follow WealthBT podcasts and rate us on:

Channel: http://bt.sg/btwealthbt

Apple Podcasts: http://bt.sg/wbAP

Spotify: http://bt.sg/wbSP

Google Podcasts: http://bt.sg/wbGO

Website: http://bt.sg/wealthbt

Feedback to: [email protected]

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

BT Mark To Market Podcast on: http://bt.sg/btmark2mkt

BT Podcasts on: http://bt.sg/podcasts

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

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.

WealthBT Ep 3: Personal accident (PA) policies: How much do you need?

12:30 min

Synopsis: Learn to protect and grow your wealth in this Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.  

In this third episode of the WealthBT podcast, BT's wealth editor Genevieve Cua looks into personal accident (PA) policies: What features should you be aware of and how much do you need?

She tackles the following points: 

Where PA plans fit in your insurance portfolio and reasons not to buy too much (1:38)

Basic benefits of PA and exclusions (3:32 )

PA premiums vary widely: Things to note (Bundled vs unbundled benefits; not guaranteed; mostly not guaranteed renewable) (6:55)

PA for older people makes sense (9:44)

Produced by: Genevieve Cua ([email protected]), Ernest Luis, Lee Kim Siang

Edited by: Howie Lim

Follow WealthBT podcasts and rate us on:

Channel: http://bt.sg/btwealthbt

Apple Podcasts: http://bt.sg/wbAP

Spotify: http://bt.sg/wbSP

Google Podcasts: http://bt.sg/wbGO

Website: http://bt.sg/wealthbt

Feedback to: [email protected]

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

BT Mark To Market Podcast on: http://bt.sg/btmark2mkt

BT Podcasts on: http://bt.sg/podcasts

See omnystudio.com/listener for privacy information.

BT Podcasts: How GovTech balances best of big tech and digital government in Singapore

22:46 mins

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthWise, and sponsored series.

This episode focuses on Singapore's approach to digital government, how it makes sense of modern tech practices to help governments and citizens. HelpGov and the Covid19 vaccine appointment system are two specific examples.

BT's digital editor Chris Lim and correspondent Gayle Goh host Li Hongyi, director of Open Government Products at GovTech Singapore, as they discuss the following:

What is GovTech, and specifically, what is the Open Government Products division within GovTech? (0:56)

How digital government has to quickly "course-correct" with ever-changing technology and how there is no perfect tech product right out of the box (3:14)

How digital government also requires trust and delegation (8:30)

How to balance speed of product rollouts and high expectations of digital government in Singapore (11:28)

How the team launched vaccine.gov.sg and improved and tweaked its user interface to improve public response (15:52)

How to achieve digital inclusivity in an evolving tech eco-system that may confuse citizens (17:40)

Discover more Open Government Products: https://www.open.gov.sg/products/overview

Covid-19 vaccine appointment system overview: https://www.open.gov.sg/covid-19/covid19vaccination

Produced by: Chris Lim ([email protected]), Gayle Goh ([email protected]), Ernest Luis, Adam Azlee & Hadyu Rahim

Edited by: Adam Azlee & Howie Lim

---

Follow BT podcasts:

Channel: http://bt.sg/podcasts

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

BT Mark To Market Podcast on: http://bt.sg/btmark2mkt

BT WealthWise Podcast on: http://bt.sg/btwealthwise

Feedback to: [email protected]

---

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.

#BTCrossover

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: [email protected]

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

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 Podcasts: How to invest in small-cap stocks

10:17 mins

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthWise, and sponsored series.

This episode focuses on small-cap stocks. A small cap is generally a company with a market capitalization of between $300 million and $2 billion

Find out what they are, why you should consider them, and how to go about investing in them, in this episode brought to you by RHB Singapore: https://rhbgroup.com.sg/

BT's digital editor Chris Lim hosts Jarick Seet, head of Small-Mid Caps Research at RHB Singapore, who explains the following:

Why should investors focus on small-cap stocks vs large caps, and why small-cap stocks with right fundamentals can outperform large caps? (1:08)

Key themes to note in RHB's regional Top Small Cap Companies Jewels 2021 book, which features new small cap stock ideas with undiscovered potential for investors to consider amid Covid-19 and the New Normal (1:45)

Why do small-cap stocks have an edge and why you can find value at a cheaper price in this space (3:54)

Besides the tech and semicon sector, how you can spot 'recovery theme' stocks (5:00)

Step-by-step roadmap for retail investors, starting with how to evaluate themes and work down the list of businesses that will benefit from such themes (6:44)

Comparing against companies' peers to check for overvaluation concerns & personal tips from Jarick Seet (7:55)

For RHB's Top 20 Singapore Small Cap Jewels 2021 Edition, contact: [email protected] 

RHB's Personal Investment: https://rhbgroup.com.sg/rhb/personal#Investment

RHB Facebook: https://www.facebook.com/RHB.SG

RHB LinkedIn: https://www.linkedin.com/company/rhb-singapore/

Produced by: Chris Lim ([email protected]), and Ernest Luis

Edited by: Adam Azlee

---

Follow BT podcasts:

Channel: https://bt.sg/pcOM

Apple Podcasts: https://bt.sg/pcAP

Spotify: https://bt.sg/pcSP

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

BT Mark To Market Podcast on: http://bt.sg/btmark2mkt

BT WealthWise Podcast on: http://bt.sg/btwealthwise

Feedback to: [email protected]

---

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.

#BTCrossover

See omnystudio.com/listener for privacy information.