Mark to 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 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
What the Iran war means for Reit investors
Market appetite for capital raising exercises has waned with the Iran war. BT senior correspondent Ben Paul explains what this means for Reit sponsors and investors.
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
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
Iran war: Soaring oil price will be a key driver of Fed policy; opportunities, risks for investors
While even the price of gold fell last week, shares of Big Oil companies sustained their upward momentum
