Singapore stocks

S-Reits Consolidation: Could Higher Interest Rates Finally Force a Shake-Up?

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Singapore’s REIT market may have reached an uncomfortable stage in its evolution. There are plenty of assets. There is still income. Balance sheets are generally healthier than during the 2022–24 rate shock. Yet many trusts remain stuck below book value, unable to issue equity economically and therefore unable to grow without taking on more expensive

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Grab Atome acquisition

Grab’s US$1.5 Billion Atome Deal: Growth Engine or Expensive Shortcut?

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Grab is spending US$1.49 billion to acquire 60 per cent of Atome Financial. The strategic logic is compelling. But for investors, the harder question is whether Grab can turn that faster route into financial-services growth without sacrificing capital discipline or taking on too much credit risk. Grab is trying to do something that would otherwise

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Singapore AI stocks

Weak Spot in Singapore AI’s Boom Exposed!

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MAS says 32% of Singapore-listed companies could become financially vulnerable under a severe AI-investment downturn. But the more important number is 16% — and it changes what investors should worry about. Singapore’s artificial-intelligence boom has created an obvious investment narrative. AI is driving demand for semiconductors. Data centres need more electricity. Semiconductor equipment orders are

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Starhub stock

StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value?

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StarHub’s potential acquisition of M1 could reshape Singapore’s telecommunications industry, reducing the number of mobile network operators from four to three. But the investment story goes well beyond the headline of “telco consolidation”. The key question for investors is whether StarHub can acquire M1 at a price and financing structure that allows it to capture

StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value? Read More »

Singapore Dividend Stocks

Koh Boon Hwee Says SGX Should Stop Counting Listings. But Can Singapore Attract Investors?

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Singapore’s stock market has spent years worrying about the number of companies listed on the Singapore Exchange. But SGX chairman Koh Boon Hwee says that may be the wrong question. In his latest annual letter, Koh argued that the number of listed companies is an “outdated metric” for judging the success of Singapore’s market. His

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Straits Times Index stocks

STI at Record Highs: Why Is MAS Still Spending S$1.45 Billion to Revive Singapore Stocks?

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Singapore’s stock market is in an unusual position. The Straits Times Index (STI) is hovering close to record highs. Yet the Monetary Authority of Singapore (MAS) is continuing to pour billions of dollars into a programme designed to strengthen and rejuvenate the country’s equity market. On Sept 29, MAS announced that it will allocate another

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Singapore property 2026

Singapore Property Is Entering a New Phase: Why Prices, Interest Rates and En Bloc Rules Matter

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Singapore property is entering a more complicated phase. HDB resale prices have started to soften, private residential price growth has slowed, mortgage financing costs are considerably lower than during the recent rate shock, and proposed changes to collective-sale rules could make redevelopment of older properties more viable. Together, these developments point to an important shift:

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Singapore Dividend Stocks

Singapore’s ETF Boom Could Disrupt the Fund Industry — But Which Businesses Will Lose?

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Singapore investors are increasingly choosing low-cost ETFs and digital investment platforms. The bigger investment story is not cheaper funds — it is the potential restructuring of how banks, advisers, platforms and asset managers make money from investors. For years, Singapore’s investment industry has operated on a relatively simple economic model. Banks and financial advisers distribute

Singapore’s ETF Boom Could Disrupt the Fund Industry — But Which Businesses Will Lose? Read More »

Starhub stock

StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value?

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StarHub and Keppel are discussing a potential M1 transaction that could reduce Singapore’s mobile network operators from four to three. But the investment case is not simply about consolidation. The crucial questions are what StarHub pays, how it finances the deal and whether the combined company can finally escape Singapore’s structurally weak telco economics. Singapore’s

StarHub’s M1 Deal: Can Singapore Telco Consolidation Finally Unlock Value? Read More »

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