Hock Lock Siew

HOCK LOCK SIEW

Not beyond compare: Genting Singapore’s weak hand is getting harder to hide

It’s hard not to compare RWS with its high-flying rival MBS, even though they target different market segments

If there are Singapore depository receipts for Taiwan stocks, their accessibility for Singapore investors will be improved.
HOCK LOCK SIEW

Investors can ride Taiwan’s AI boom with Singapore depository receipts

Several are available, offering an option to tap the sizzling stock market

Simba triggered a race to the bottom when it entered the market with aggressive price-war tactics.
HOCK LOCK SIEW

Collapse of M1-Simba deal reveals chinks in Singapore’s cursed telco consolidation dream

A rollback to a three-player market is inevitable; the tragedy is how difficult the exit has become

UOL could look to privatise Singapore Land Group or sell its investments in UOB and Haw Par Corporation as optimal strategies.
HOCK LOCK SIEW

Quantify, be ambitious: Time for CDL, UOL to unveil plans to further boost share price

Hongkong Land’s strategy update provides a useful reference

Cycle & Carriage was awarded the Mercedes-Benz franchise in 1951, making it the first enterprise to represent the German car brand in South-east Asia.
HOCK LOCK SIEW

Shedding the iconic ‘Cycle & Carriage’ will be a loss – but perhaps a necessary one for Jardine

Its famous Mercedes-Benz dealerships in Singapore and Malaysia account for only 4 to 5% of the company’s total earnings

While Grab has captured a significant chunk of South-east Asian consumers’ everyday lives, that involvement is unlikely to be appreciated by its US investors.
HOCK LOCK SIEW

Grab should consider a Singapore dual listing on SGX

Beyond an uplift to investor recognition, the company could also benefit from EQDP funds

Keppel chief executive Loh Chin Hua is transforming the industrial conglomerate into a global asset manager and operator.
HOCK LOCK SIEW

Are Keppel’s dividends truly unsustainable – or just misunderstood?

The company’s shares have rallied over the past year, generating a total shareholder return of 58.5% in 2025

The most striking aspect of the Paragon deal is that the manager of CICT seems less fazed by the ageing property’s need for an asset enhancement initiative than Cuscaden Peak.
HOCK LOCK SIEW

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

SGX RegCo CEO Tan Boon Gin last week unveiled proposals for new disclosure rules on executive remuneration, dividend policies and investor relations.
HOCK LOCK SIEW

More disclosures tied to value creation could be just the ‘culture shock’ the market needs

Entrenched mindsets that fester in short-term thinking about corporate governance could exact a steep cost

With interest rates possibly being elevated due to higher energy prices driving rising inflation, improving Suntec Reit’s unit price might be challenging.
HOCK LOCK SIEW

Will Hongkong Land seek to control the manager of Suntec Reit or the trust’s most prized properties?

Investing in a Reit where another group is the sponsor may be hardly optimal for the property giant