Mark to Market

MARK TO MARKET

Silent kingmakers: Market index providers are driving public investors into SpaceX and Big AI

This may sustain demand for AI hardware powering the best performing Asian markets, and perhaps lift some of the worst laggards too

Warren Buffett's success has convinced a generation of investors that long-term ownership of high-quality companies is a reliable path to fabulous wealth.
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Have we become too optimistic about stocks?

With the major banks funnelling resources into their wealth franchises, investors could be about to face an avalanche of sales calls

How did Marco Polo Marine break into Taiwan?

Marco Polo Marine powers on: A conversation with its CEO

Marco Polo Marine’s CEO Sean Lee talks to BT’s Ben Paul about the group’s pivot to the wind energy sector, imminent corporate action involving its key units, and what current geopolitical tensions mea...

If a new market index is created, it should be explicitly positioned to include companies that list on the Global Listing Board.
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New dynamism: Singapore needs a market index without Reits to support passive flows

ETFs a means of riding market’s revitalisation while neutralising risk of picking the wrong companies, abandoning strong performers too early

Earnings at S&P 500 constituents rose 28.4% in Q1 2026 – their fastest growth since Q4 2021, when the world was emerging from the Covid-19 pandemic.
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Nacho versus Taco: Are these Tex-Mex themes about to give investors in Singapore indigestion?

Mega-cap listing aspirants may draw liquidity away from less exciting companies around the world

 It may be a matter of time before Jardine C&C will have to respond to the impact of Chinese EVs in its other key markets too
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Is Jardine C&C likely to be taken private?

Most of its value resides in Jakarta-listed Astra International, while its own parent has secondary listing in Singapore

Among the STI components that will trade ex-dividend this week are DBS and Frasers Logistics & Commercial Trust.
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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

What can MAS and SGX do to keep home-grown tech-oriented companies in the local market?

Can SGX draw both Reits and tech stocks?

Two corporate transactions have been quietly telling a bigger story about Singapore’s market this week. One involves a landmark S$3.9 billion deal that puts one of Orchard Road’s most recognisable ass...

Addvalue is one of the few SGX-listed companies with a business profile overtly aligned with today’s geopolitical currents.
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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

The enhanced disclosures on executive pay, dividend policy and investor relations are clearly linked to the Value Unlock programme announced late last year.
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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