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

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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

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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

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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

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Singapore growth stocks

Beyond the Singapore Banks: 3 Growth Stocks That Could Win the Next Decade

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Singapore investors are used to looking at DBS, OCBC and UOB for a combination of earnings growth, dividends and wealth-management exposure. But if the goal is to identify potential long-term growth stories, the opportunity set extends well beyond the banks. In this video, we examine three very different Singapore-linked growth stories: Aspial Lifestyle, Grab and

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AirTrunk Singapore REIT IPO

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

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Blackstone-backed AirTrunk is reportedly seeking about S$2 billion of debt as it prepares a potential Singapore REIT listing. The deal could do more than create another data-centre REIT: it may test how much public-market investors are willing to pay for AI infrastructure at a time when banks are becoming more selective about financing the sector.

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Singapore retail investors

From S$100 to Private Banking: Why Singapore Banks Want Your Investment Journey

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Singapore retail investors bought S$888 million of local stocks in just eight trading sessions after the STI hit a record high. At the same time, OCBC’s Blue Chip Investment Plan investor base grew 35% in 1H26, with more than one in four investors under 35. The bigger story may not be a new generation of

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Grab Atome acquisition

DBS, OCBC or UOB: Which Singapore Bank Will Win the Next Generation of Wealth?

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Singapore’s younger investors are moving into affluent wealth tiers earlier, creating a potentially valuable new battleground for DBS, OCBC and UOB. The real prize is not today’s young investor — it is the decades of deposits, investments, insurance, lending and wealth-management fees that could follow. Singapore’s three major banks have traditionally competed for customers based

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