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BT Mark To Market Podcast

Synopsis: Listen to logical analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on Ben Paul's weekly column in The Business Times. Podcaster: Ben Paul Produced by The Business Times, SPH Media Trust.
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13 Nov, 2022
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13 Oct, 2022
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18 Sep, 2022
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. What might have motivated minority holders of FHT’s stapled securities to vote against the proposed privatisation of Frasers Hospitality Trust and now what? Ben Paul finds out. Highlights: (click/tap above) 02:34 Privatisation was proposed to address poor performance 07:28 Why minority investors might have voted against the deal 09:33 FHT appears to be suffering from flaws in its overall strategy  11:49 Broad reconstitution of FHT’s portfolio could be necessary  Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro Edited by: Howie Lim and Claressa Monteiro Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks WealthBT: https://bt.sg/btwealthbt PropertyBT: https://bt.sg/btpropertybt BT Podcasts: http://bt.sg/pcOM BT Market Focus: http://bt.sg/btmktfocus
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07 Aug, 2022
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10 Jul, 2022
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. How have the recent Fed rate hikes impacted the markets and why should investors not hope for a V-shaped recovery any time soon? What about the resurgence of inflation, and what it could mean for investors over the longer term? Ben Paul discusses. Highlights: (click/tap above) 02:24 Shifting inflation expectations prompted bigger Fed hike 05:26 Bond yields begin reflecting likelihood of slower growth 08:26 Political, social trends suggest inflation may be sticky 10:50 Adopt Warren Buffett-like approach to selecting stocks 12:51 Singapore banks, richly-priced Reits suffered sell off Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks WealthBT: https://bt.sg/btwealthbt PropertyBT: https://bt.sg/btpropertybt BT Podcasts: http://bt.sg/pcOM BT Market Focus: http://bt.sg/btmktfocus
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12 Jun, 2022
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. A well-known loophole that allows major shareholders to take their companies private more easily is back in the spotlight with the current lowball offer for TTJ. Ben Paul explains what investors should do. Highlights:  01:28 TTJ rockets following offer, but minority investors fume 03:42 How major shareholders have exploited the loophole 06:36 Regulators recognise the problem, but have not acted 08:36 How to deal with lowball offers from major shareholders 10:45 Learning from case studies of IndoAgri and Challenger 13:01 Independent directors have crucial role in these situations Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim and Claressa Monteiro Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks WealthBT:https://bt.sg/btwealthbt PropertyBT:https://bt.sg/btpropertybt BT Podcasts: http://bt.sg/pcOM
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08 May, 2022
Synopsis: Listen to Senior Correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. Why is the Sembmarine-Keppel O&M merger happening now, after so many years of market speculation? What does it all mean for Sembmarine, and is its stock worth owning now? Ben Paul has the answers. Highlights: (click/tap above) 01:10 Announcement of merger terms triggered sell-off 03:35 Mystery of the S$500 million cash payment solved 06:18 Sembmarine shareholders will suffer NTA dilution 07:25 Merger is driven by priorities of parent companies 11:19 Determining the right moment to buy Sembmarine Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks WealthBT Podcast at:http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM
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10 Apr, 2022
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. How did the sponsor of Mapletree Commercial Trust and Mapletree North Asia Commercial Trust save their proposed merger? Senior Correspondent Ben Paul gives his take and offers investment views on the two Reits.  Highlights: (click/tap above) 04:10 How Mapletree Investments made a hated merger palatable 06:47 Why the MCT-MNACT combination is arguably not a merger 07:28 Other Reit sponsors may now face higher investor expectations 08:37 Why MNACT unitholders should hold on their units for now 10:15 Investors may view MCT more positively on sponsor’s support Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks WealthBT Podcast at:http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM
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13 Mar, 2022
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. In this 17th episode of the Mark To Market podcast, senior correspondent Ben Paul looks at how the Ukraine war is pulling the risk of shifting geopolitics sharply into focus for investors and corporate boards.  Highlights: (click/tap above) 01:18 Shifting geopolitics, like ESG, is powerful mobiliser of capital flows 03:12 Corporates pulling out of Russia, adding to pressure of sanctions 05:11 Sanctions reduce the opportunity cost for corporates to quit Russia 07:00 Governments must set rules; corporates and investors will follow 09:24 Companies should recognise geopolitical risks; and opportunities Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E SPH Awedio app: https://www.awedio.sg/ Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks WealthBT Podcast at:http://bt.sg/btwealthbt PropertyBT Podcast: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM
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13 Feb, 2022
Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. In this 16th episode of the Mark To Market podcast, senior correspondent Ben Paul delves into why the latest real estate investment trust (Reit) mergers seem to be facing resistance, and responds to criticism of his column by the manager of Ara Logos Logistics Trust. Highlights (click/tap above) 01:30 Proxy advisers, activist investors objecting to latest Reit mergers 03:28 ALog’s manager hits back at a Mark To Market commentary 07:37 Fundamental problem with Reit mergers: Conflicted managers  09:25 Investor attitudes, market conventions and customs are changing 11:26 Reit managers, sponsors should get ahead of investor expectations Produced by: Ben Paul (benpaul@sph.com.sg) and Howie Lim Edited by: Howie Lim Follow BT Mark To Market podcasts and rate us at: Channel: http://bt.sg/btmark2mkt Apple Podcasts: https://bt.sg/4DJp Spotify: https://bt.sg/4DJN Google Podcasts: http://bt.sg/4D2E SPH Awedio app: https://www.awedio.sg/ Website: http://bt.sg/mark2mkt Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks WealthBT Podcast at:http://bt.sg/btwealthbt BT Podcasts at: https://bt.sg/pcOM #BTPodcast
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