Ben Paul
SENIOR CORRESPONDENT
Ben Paul joined The Business Times in 2020, after nearly three decades of covering financial markets as an analyst and journalist. He writes and produces the BT’s Mark To Market column and podcast.
Power of payouts: A big chunk of the STI has just gone ex-dividend. What’s next?
The big question is whether the core businesses of the STI’s constituents can support its next leg up as the impact of major capital return initiatives wanes
Paragon deal: Why investors should get ready for more Reit mergers and take-private offers
In a less-conducive operating backdrop, smaller Reits may be weeded out, as larger ones play the role of consolidators
Addvalue should rethink value-unlocking move
The business it plans to spin off may garner a lofty valuation on Nasdaq, but its own shares may be plagued by a holding company discount
SGX RegCo stiffens its back with proposal for enhanced disclosures to drive value creation
The frontline market regulator should ask boards for more transparency on their thinking on capital management
From butter to guns: Why defence stocks are outperforming the S&P 500
If the new dual-listing bridge attracts companies that fail to perform, it may erode rather than enhance the vibrancy of the Singapore market
SpaceX’s IPO may hold lessons for Singapore
When companies go public, their founders and managers should communicate a big vision rather than a plan to just deliver incremental gains
Are CEOs paid too much? An NUS study offers insights that hopefully changes more than rules
Investors should look out for the shortcomings in remuneration practices highlighted by the study in the companies in which they own shares
S-Reits pursuing growth as Iran war escalates risk poorly timed equity raising exercises
A greater focus on value unlocking moves versus acquisitions could go a long way in sustaining investor enthusiasm
MAS should require EQDP fund managers to express their views, flex shareholder power
An alignment of interests with minority investors could be a more constructive motivating force for IDs than their vaunted independence
Iran war may hasten Reits’ waning popularity
A more hawkish tone from the Fed this week could further weaken sentiment towards real estate investment trusts