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
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
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
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