BT Mark To Market
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BT Mark To Market
Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents. Produced by BT Podcasts, The Business Times, SPH Media.
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S1E60: Putting the onus on boards for performance
The authorities are pushing companies to strengthen their businesses, optimise their capital structures, and engage with investors. Are corporate boar...
S1E59: Simba-M1 deal: Implications for investors
In a surprise twist, Simba rather than StarHub has emerged as the acquirer of M1’s telco business. Has the plucky upstart outflanked its more establis...
S1E58: Broadening bullishness in Singapore
MAS has begun appointing fund managers under its S$5 billion Equities Market Development Programme, and plans to consult proposals to enable investors...
S1E57: How IFAs influence take-private offers: BT Mark to Market
IFAs play a big role in take-private offers, but their work is often criticised by investors. Senior correspondent Ben Paul looks at what they have do...
S1E56: Are S-Reits losing their mojo? BT Mark to Market
The rationale for Paragon Reit and FHT seeking to delist hold important lessons on the risks of investing in S-Reits, and how to ride the next upcycle...
S1E55: Coping with Trump’s 'Liberation Day' fallout: BT Mark to Market
Just weeks after Donald Trump’s "Liberation Day", the S&P 500 has recovered almost all the ground it lost. But supply shocks in the US and demand shoc...
S1E54: The big fight at CDL: BT Mark to Market
CDL’s executive chairman called the recent appointment of two independent directors a boardroom “coup”, but changed his mind two weeks later. Is the f...
S1E53: Can the Singapore market be revived? BT Mark to Market
MAS will farm out S$5 billion to fund managers as part of a national plan to boost the Singapore market. Will the programme succeed? What more needs t...
S1E52: What’s next in the OCBC-Great Eastern saga? BT Mark to Market
OCBC’s offer for Great Eastern resulted in the insurer being suspended from trading. But the remaining minority shareholders of the insurer haven’t ye...
S1E51: Exciting, risky markets await in 2025: BT Mark to Market
Solid US economic performance and Fed rate cuts provide a strong underpinning for the markets, despite the risks posed by Trump 2.0. BT senior corresp...
S1E50: Understanding DBS' recent share buyback and CEO's stock sale: BT Mark to Market
Is the problem simply the timing of the CEO’s share sales? Or, should we also be concerned that share-based pay does not properly incentivise top exec...
S1E49: The big takeover - Hanwha's high-stakes move on Dyna-Mac Holdings: BT Mark to Market
The IFA appointed by Dyna-Mac to assess the offer from the Hanwha group compared the deal to precedent “non-privatisation” transactions. Senior corres...
S1E48: How MAS plans to spark market magic: BT Mark to Market
A national effort to revive the Singapore market is now underway. But is the review group formed by MAS focusing on the right issues? Senior correspon...
S2Because great reads should be heard: BT Correspondents
If you’ve been a fan of the podcasts Mark to Market, Wealth BT and Property BT - they are moving to a new listing!
BT Correspondents! Look for...
S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)
Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as ma...
S1E46: Singtel calling: BT Mark to Market (Ep 46)
Singtel had to cut its dividend during the pandemic and pursue a strategic reset. Now, its shares are bouncing back. Ben Paul explains what happened,...
S1E45: Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45)
Shifting economic thinking and geopolitical tensions is making the world more dangerous for big companies and investors. But Fed rate cuts, reverse gl...
S1E44: ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44)
Control of ARA H-Trust and Cromwell E-Reit has passed to new sponsor groups. What drove the transactions? Will the deals boost the depressed market va...
S1E43: SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43)
SGX RegCo is trying to remove impediments to shareholder-requisitioned EGMs, to subject companies to greater market discipline. Its CEO Tan Boon Gin t...
S1E42: Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)
Higher interest rates and the reduced availability of debt is weighing on the whole Reit sector. Should investors look for winners among the biggest l...
S1E41: Behind the minority-investor movement at Great Eastern: BT Mark to Market (Ep 41)
A group of minority shareholders at Great Eastern have put through three resolutions to address their assessment of Great Eastern's shares. Their atte...
S1E40: Is this the end for Cordlife? BT Mark to Market (Ep 40)
Cordlife Group is in big trouble. Last November, the Ministry of Health suspended the company’s operations after it found significant issues with its...
S1E39: Winning with Reits in 2024: BT Mark to Market (Ep 39)
How can Singapore’s Reits and property trusts adjust to the “new normal” of higher interest rates and slower growth? Especially since the outlook for...
S1E38: Property trust investors agitate for change: BT Mark to Market (Ep 38)
Minority investor fury at Manulife US Reit, Sabana Reit and Dasin Retail Trust has turned the spotlight on the effectiveness of the statutory protecti...
S1E37: How to fix Singapore’s stock market: BT Mark to Market (Ep 37)
The Singapore market’s poor performance and lack of exciting new listings are multifaceted problems that require simultaneous action on different fron...
S1E36: Rising costs bring the bears back: BT Mark to Market (Ep 36)
Rising oil prices and stubbornly resilient economic activity may prompt the Fed and other central banks to keep monetary policy tighter for longer tha...
S1E35: Hotel Properties: Should investors check in? BT Mark to Market (Ep 35)
Hotel Properties Limited has been buffeted recently by news of the redevelopment of its Orchard Road assets, and a corruption investigation involving...
S1E34: Sabana Reit in uncharted territory: BT Mark to Market (Ep 34)
Disgruntled minority unitholders have voted for Sabana Reit to embark on an unprecedented internalisation of its management function. Should investors...
S1E33: Great Eastern’s great potential: BT Mark to Market (Ep 33)
OCBC’s recent purchase of more Great Eastern shares has further narrowed the insurer’s public spread and increased the risk of it eventually being sus...
S1E32: Is Manulife US Reit a bargain? BT Mark to Market (Ep 32)
Manulife US Reit is trading at a historical yield of 28 per cent and an appalling 70 per cent discount to its book value. Is it a bargain for investor...
S1E31: Sell in May and go away? BT Mark to Market (Ep 31)
The next few months could be a risky time. Investors should tread very carefully, and be prepared to take advantage of a big sell-off. The Fed is paus...
S1E30: Stocks are running but check your FOMO: BT Mark to Market (Ep 30)
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E29: A tale of two Singapore delistings: BT Mark to Market (Ep 29)
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E28: Are share buybacks good for investors? BT Mark to Market (Ep 28)
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E27: What does 2023 hold for the markets? BT Mark to Market (Ep 27)
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E26: Can SIA fly higher in 2023? BT Mark to Market (Ep 26)
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E25: Hunting for beaten down stocks - A love story: BT Mark to Market Ep 25
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E24: Can SATS put the genie back in the bottle? BT Mark to Market Ep 24
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E23: What’s next for Frasers Hospitality Trust? BT Mark to Market Ep 23
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...
S1E22: Battling bank-related phishing scams: BT Mark to Market Ep 22
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series bas...