Mark to Market

MARK TO MARKET

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
MARK TO MARKET

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.
MARK TO MARKET

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.
MARK TO MARKET

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.
MARK TO MARKET

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

Companies need solid balance sheets, strong pricing power and investment narratives aligned with geopolitical currents.
MARK TO MARKET

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

Is the heightened volatility an opportunity to get into Reits?

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 is reportedly seeking a valuation at IPO of more than US$2 trillion.
MARK TO 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

Amid a sell-off in S-Reits this month, Lendlease Reit’s S$196.6 million preferential offering garnered a subscription rate of only 62.2 per cent
MARK TO MARKET

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