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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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12 Mar, 2023
A tale of two Singapore delistings: BT Mark to Market (Ep 29)
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. The proposed break-up and delisting of Golden Energy and Resources and the general offer for Boustead Projects do not adequately compensate minority investors. These deals are also testing the rules and conventions around de-listings in the Singapore market. Ben Paul has insights.  Highlights:  02:13 Golden Energy already trading above all-cash consideration 05:18 Revised offer for Boustead Projects way below NAV, RNAV 09:28 SGX tightened up its rules on de-listings in 2019  11:30 Investor complaint draws regulatory scrutiny of IFA role  14:53 SGX’s position on general offers, de-listings could be tested 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: 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 BT Branded Podcasts: http://bt.sg/brpod
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12 Feb, 2023
Are share buybacks good for investors? BT Mark to Market (Ep 28)
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. Share buybacks are a means of returning cash to investors. But they discriminate between existing shareholders and continuing shareholders. Ben Paul explains why investors should carefully consider if these exercises are in their best interest, and press corporate boards to raise their game. Highlights:  02:10 A signal business is thriving, and stock prices are too low 05:37 Why companies often pursue buybacks at the wrong time 07:53 Companies repurchase their shares too opportunistically  10:46 Warren Buffett’s approach to buybacks should be emulated 13:39 Investors can vote against share purchase mandates at AGMs  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: 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 BT Branded Podcasts: http://bt.sg/brpod
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08 Jan, 2023
What does 2023 hold for the markets? BT Mark to Market (Ep 27)
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. 2022 was marked by the relentless tightening of monetary policy by major central banks to address the surge in inflation around the world. What about 2023? Ben Paul finds out.  Highlights:  03:00 Cumulative impact of higher interest rates to be felt in 2023 09:43 Tech companies coping with “recession” after over-investment  12:14 Hunt for tech companies still capable of disrupting status quo 15:48 Singapore market outperformed in 2022, faces risks in 2023 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: 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 BT Branded Podcasts: http://bt.sg/brpod
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11 Dec, 2022
Can SIA fly higher in 2023? BT Mark to Market (Ep 26)
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. Singapore Airlines is enjoying a banner FY2023 as international borders reopen and travellers pay up for flights. But losses in India, competition and the need to eventually redeem the rest of its MCBs could weigh on investor sentiment next year. Highlights: (click/tap above) 03:31 Massive upswing in profitability as travellers pay up for flights 06:21 Resuming dividend payouts, redeeming first tranche of MCBs 09:19 Why airlines have poor long-term investment fundamentals 13:31 Air India-Vistara deal unlikely to immediately excite investors 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: 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 BT Branded Podcasts: http://bt.sg/brpod
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13 Nov, 2022
Hunting for beaten down stocks - A love story: BT Mark to Market Ep 25
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. Are there stock bargains and returns to be found in the dating scene? Can Match Group and its broad portfolio of dating app brands make a comeback? Senior correspondent Ben Paul finds out. Highlights: (click/tap above) 02:21 How the Internet changed the hunt for romantic partners 06:21 Match Group has a broad portfolio of dating app brands 09:46 Stock down sharply on Fed hikes, slower revenue growth  12:25 New CEO setting company on a stronger growth trajectory 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: 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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13 Oct, 2022
Can SATS put the genie back in the bottle? BT Mark to Market Ep 24
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 has the market reacted so negatively to SATS’s proposed acquisition of Worldwide Flight Services and what could the company have done differently? Ben Paul finds out. Highlights: (click/tap above) 02:43 SATS struggling to address anticipation of a big rights issue 07:16 Acquisition would enlarge SATS, and make it more resilient 09:27 Market clearly doubts the assertions about EPS accretion 12:21 Investors unlikely to return until there is more clarity on deal 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: 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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18 Sep, 2022
What’s next for Frasers Hospitality Trust? BT Mark to Market Ep 23
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
Battling bank-related phishing scams: BT Mark to Market Ep 22
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. With the growing threat of phishing scams and recent incidents involving high-profile banks, who should bear the most responsibility? And how can consumers better safeguard themselves?  Ben Paul explains. Highlights: (click/tap above) 02:32 Proliferation of online scams a sign of the times 04:35 Banks have underinvested in their online platforms 09:57 Reminders to be vigilant stigmatises scam victims 12:51 Making customers bear losses fraught with risks 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: 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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10 Jul, 2022
How to navigate 2H2022? BT Mark to Market Ep 21
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
The compulsory acquisition loophole: BT Mark to Market Ep 20
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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