Hock Lock Siew

HOCK LOCK SIEW

The dating game: Why a CapitaLand-Mapletree merger could turn into a marriage of inconvenience

A union of the two Temasek stalwarts would essentially bring together two different souls who have little cultural DNA in common

The popular narrative in the market is that the Year of the Fire Horse will embody themes such as dynamism, momentum, transformation and volatility.
HOCK LOCK SIEW

How to invest in the Year of the Fire Horse

Investors should be prepared to ride the momentum wherever it unfolds in 2026, and change horses when necessary

Analysts believe construction players such as Soilbuild will be key beneficiaries of Singapore's public housing mandate.
HOCK LOCK SIEW

Barging blindly into Singapore’s construction boom could be a bust for some investors

Those dipping their toes in now are no longer buying the boom, but betting that these companies can manage their costs

The fate of CapitaLand Investment's Reits will be closely watched should CapitaLand Group and Mapletree Investments merge.
HOCK LOCK SIEW

Handle with extreme care any Reit mergers should CapitaLand, Mapletree merge

Don’t risk destroying value of leaders CapitaLand Integrated Commercial Trust and CapitaLand Ascendas Reit  

To GuocoLand, keeping GuocoLand Malaysia listed may not make sense, as it has not raised equity from the capital market in the last decade and resources are being used to maintain the listing status.
HOCK LOCK SIEW

GuocoLand’s rationale for privatising its Malaysian arm not strong

But the proposed move could be the SGX-listed group’s way of priming itself to be privatised in future

STT Singapore 6 (above). Despite the heavy investment in data centres, Singtel’s dividend yield is projected to remain one of the most attractive among the blue-chip constituents of the STI.
NEWS ANALYSIS

No longer a ‘boring’ telco: Singtel’s multibillion-dollar data centre bet with KKR to power its transformation

By teaming up with KKR to take a controlling stake in STT GDC, the telco is moving from the regional league to the global main stage

The rationale is that lowering the minimum investment size for higher-priced securities would potentially broaden investor participation.
HOCK LOCK SIEW

Latest proposals will boost investing on SGX, but costs may negate efficacy

Fees and commissions incurred might be relatively sizeable and eat into the returns

The family of property tycoons Gordon and Celine Tang now owns the managers of Suntec Reit and Acrophyte Hospitality Trust.
HOCK LOCK SIEW

As one Chinese billionaire family builds its S-Reit empire, what does it mean for minority investors?

The consolidation of power under the Tang family comes with some potential for growth, but also a fair share of uncertainty

Companies will have to be open to media scrutiny for a more vibrant market.
HOCK LOCK SIEW

Listed companies have to walk the talk for SGX’s Value Unlock programme to succeed

A good mix of transparency and engagement will be needed to keep market momentum going

Acma and Sitra Holdings International are two of the best performers on the SGX in the year to date.
HOCK LOCK SIEW

A couple of micro-cap SGX companies are surging – but investors should think twice before biting

Acma and Sitra have not offered compelling growth stories, so their share price gains may not be sustainable