Grab Is No Longer Just a Ride-Hailing Company. That Changes the Investment Case Grab’s latest results contain an eye-catching number: quarterly profit reached US$252 million, more than six times the US$35 million recorded a year earlier. But that is not the number long-term investors should focus on. The more important development is happening underneath the
Singapore’s Telco Price War May Have Reached Its Economic Limit. Is StarHub-M1 the Exit? For years, Singapore’s mobile market has offered consumers something investors generally dislike: more competition, more capacity and lower prices without a corresponding increase in industry profits. That model is now becoming harder to sustain. StarHub’s underlying EBITDA excluding Ensign fell sharply
Two of the most closely watched events in global markets land within 36 hours of each other this week. Nvidia reports Q2 FY2027 earnings after the US close on Wednesday, 26 August (early Thursday morning, 27 August, Singapore time). Then, at the Jackson Hole Economic Policy Symposium (27–29 August), new Federal Reserve Chair Kevin Warsh
CapitaLand Investment’s S$7–9 billion monetisation opportunity sounds like exactly the kind of announcement investors want to hear. A company identifies billions of dollars of embedded value, sells assets that it considers non-core, recycles the proceeds into higher-return businesses and potentially returns some of the cash to shareholders. Simple enough. But there is a more uncomfortable
CapitaLand Investment Has S$7–9 Billion of Assets to Monetise. Is That Good News? Read More »
The Straits Times Index has surged more than 23% in 2026, but DBS, OCBC and UOB now account for close to 60% of the index. For investors using an STI tracker for diversification, that concentration deserves a closer look. Why should investors care? The Straits Times Index is having an exceptional year. It has gained
The STI Is at a Record High. But Investors Are Really Betting on Three Banks Read More »
The next battle for Singapore’s banks is not for deposits. It is for the heirs. Singapore’s three major banks are spending time and money teaching wealthy young adults about leadership, entrepreneurship, investing and succession. At first glance, these programmes look like corporate social responsibility initiatives or sophisticated networking events. They are neither. They are Customer-acquisition
Why Singapore Banks Are Courting the Next Generation of Wealthy Families? Read More »
Singapore Banks Are Fighting for the Next Generation of Asian Wealth The next major battle for Singapore’s banks may not be about deposits, loans or even interest rates. It could be about who controls the banking relationships of Asia’s next generation of wealthy families. DBS, OCBC and UOB are increasingly engaging younger members of wealthy
DBS, OCBC & UOB: The Billion-Dollar Battle for Asia’s Next Generation of Wealth Read More »
UltraGreen.ai’s Biggest Risk Is Not Losing Market Share — It Is Losing Pricing Power For several years, UltraGreen.ai has enjoyed something investors rarely get in healthcare: a specialised product with high margins, a dominant US market position and relatively little direct competition. That combination is now being tested. Zydus Lifesciences has received US FDA approval
CDL’s Profit Surge Is Not the Most Interesting Thing About the Results City Developments Ltd’s first-half profit more than tripled. That is impressive. But for investors, it may also be the least interesting part of the story. The more important question is why CDL’s shares still trade below the value of the assets sitting on
Singapore’s exchange-traded fund (ETF) market has reached a significant milestone. Assets under management have climbed to a record S$21 billion, while trading activity has more than doubled over the past year. Although these figures make for impressive headlines, they also point to a deeper shift in investor behaviour. Increasingly, both retail and institutional investors are