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 »

Koh Boon Hwee

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 In his latest annual letter, Koh argued that the number of listed companies is an “outdated metric” for judging the success of Singapore’s market.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

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

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

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

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:

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

Koh Boon Hwee

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 »

Singapore REITs

Suntec REIT’s Australia Exit: Can a Singapore-Focused Strategy Unlock Value?

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Suntec REIT is selling three Australian properties and redirecting its strategy toward Singapore. For investors, the bigger question is not whether Australia is being reduced — it is whether the capital released can generate better risk-adjusted returns and eventually lift DPU. Suntec Real Estate Investment Trust is becoming a different kind of REIT. The portfolio

Suntec REIT’s Australia Exit: Can a Singapore-Focused Strategy Unlock Value? Read More »

Singapore AI office demand

Singapore’s AI Boom Is Spilling Into Offices. Which REITs Can Actually Capture the Rent?

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Singapore’s artificial-intelligence boom is beginning to show up in a place investors may not immediately associate with AI: the office market. OpenAI is reportedly in talks to lease about 100,000 square feet at Shaw Tower. Anthropic is establishing a Singapore office. Mistral AI has taken dedicated space at Asia Square, while other AI and technology

Singapore’s AI Boom Is Spilling Into Offices. Which REITs Can Actually Capture the Rent? Read More »

AirTrunk's Singapore REIT IPO

AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth

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The AI data-centre boom is creating enormous demand for infrastructure — but there is another question investors need to ask: who will finance all that infrastructure, and at what valuation? Blackstone-backed AirTrunk is reportedly preparing a potential Singapore-listed REIT, alongside plans to raise about S$2 billion of debt financing. If the transaction proceeds, it could

AirTrunk’s Singapore REIT IPO Could Reveal What AI Data Centres Are Really Worth Read More »

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