#btopinion

#BTOpinion: Investors should be wary of taking a bite into Sakae despite price surge Minority investors should be wary of buying into the price surge and carefully consider Sakae’s prospects against its peers.

#BTOpinion: Let Singaporean private homeowners own resale HDB flats too Allowing Singaporean private homeowners to buy resale HDB homes at non-subsidised prices for living can help boost socio-economic integration, says…

#BTOpinion: High interest rates could help investors, but you can’t avoid taking risks Equity investing seems daunting and stock markets – volatile as they are – appear a far riskier way to invest compared to bonds but s…

#BTOpinion: SIA’s elevated profitability won’t last forever Investors should not get carried away. Commercial aviation is a famously cut-throat business, and SIA’s premium brand positioning could work against it as compe…

#BTOpinion: Owners of discounted property groups should emulate Sakae’s Douglas Foo Sakae's Douglas Foo looks to have snared a great deal with his proposed sale of about 20% of the F&B group to Makara Capital, says BT's…

#BTOpinion: Keppel Reit units: To have and to hold – or not? While several factors hold promise for KReit including resilient rents, risks such as a prolonged slowdown in economic activity could hamper demand for office…

#BTOpinion: Not the Best World for shareholders Best World’s co-founder and group CEO Dora Hoan was paid S$12.5 million to S$12.75 million in FY2022 - putting her ahead of the CEO of OCBC. Is the performance worth the pa…

#BTOpinion: Lessons from Manulife US Reit’s troubles Timely recapitalisation exercises could transform perception of the beleaguered Reit’s peers and make them more appealing to bargain hunters.

#BTOpinion: Sound reasons to support lofty rents for Singapore homes As long as Singapore grows in attractiveness as a live, work and play destination, home renters will have to get used to paying high rents.

#BTOpinion: Sustainability-linked bonds still useful if flaws can be fixed The market has become more cautious about such bonds. One major criticism has been with the targets, many of which in the early days had question…

#BTOpinion: Elon Musk’s X misses the spot in several ways Evidently lacking sensible people in his ear, Musk now thinks the X name can help transform Twitter into a “super app”, similar to China's WeChat, says this write…

#BTOpinion: Asset-heavy property groups should have minimal key man risk Notwithstanding tycoon Ong Beng Seng's recent travails, given his age, the day may come soon when he no longer runs Hotel Properties Limited. Would…

#BTOpinion: Analysts, investors must challenge status quo to unlock value, forge a more vibrant market The widespread undervaluation of Singapore stocks may have reduced the incentive to run companies for the benefit of…

#BTOpinion: Consider tax changes for shophouses as Singapore businesses face being priced out Perhaps, the ownership of commercial shophouses should be more widely shared – with more local entrepreneurs able to own comme…

Cut to the chase: Can companies be less self-serving in their ESG reports? ESG is a lot of words - if we haven’t drowned from rising sea levels by 2050, we would drown instead in the sea of acronyms, jargon, and words. #…

#BTOpinion: SIA’s net-zero path is not an easy one The only way to reduce emissions in the long term is to switch from fossil fuel to sustainable aviation fuel, but it’s tough to pass the cost of the much more expensive…

#BTOpinion: Temasek should offer more information on its activities, investments in emerging tech fields Its stakeholders are likely to be more forgiving of any headline-grabbing failures if they also constantly hear of…

#BTOpinion: The days of the rock star research analyst are long gone Two decades of scandals, complaints about overly rosy ratings and regulatory tinkering have taken their toll.

#BTOpinion: Singapore is being too picky about its billionaires The real value of the super rich is that they attract other talented people. In the face of Hong Kong's friendly tax regime, Singapore may lose out if it is…

#BTOpinion: Post-pandemic, connectivity and compact homes ensure quality offices and malls maintain relevance Despite fears over rising vacancy rates overseas, major office and mall landlords in Singapore are doing fine.

#BTOpinion: SGX RegCo’s IFA guidelines commendable, but it’s time to look at other protections for minorities Here’s one suggestion: Regulators could require real estate companies to be valued at a minimum of their NAV w…

#BTOpinion: SGX RegCo’s reminder to IFAs helpful, but more tweaks for the industry could be considered Minority shareholders have voiced displeasure recently over perceived lowball offers that still receive “fair and rea…

#BTOpinion: Fortune may favour the bold in Jurong Lake District mega site tender Despite the hefty price tag, leading developers should seriously consider participating in the tender - with a large project, there is room…

#BTOpinion: EGMs on contentious issues must allow for more shareholder participation With rising shareholder activism and more complicated deals surfacing in the local stock market, more EGMs are expected to take place.

#BTOpinion: MAS’ and other central bank moves are massively overrated Don’t fret central bank talk: “hawkish”, “dovish”, or undecipherable. Remember central banks don’t drive economic or market conditions, but are driven…

#BTOpinion: Let independent directors hold shares and wear multiple hats within reason While one can earn several hundred thousand dollars a year from serving as an ID of a few listed groups, being an ID also comes with…

#BTOpinion: Young couples can afford the condo dream - but at what cost? A graduate couple in their mid to late 30s earning median income will have a combined monthly income of S$17,776. Along with other criteria, they c…

#BTOpinion: Investor activism may be key to reviving market “Ridiculous lowball” offers are made because many of them actually succeed, laments BT's Ben Paul. Tired of waiting for the market to ascribe a genuinely fair a…

#BTOpinion: GoTo’s new CEO inherits a tough balancing act GoTo grew its gross revenue 14% to six trillion rupiah. Can new CEO Patrick Walujo ensure that the pursuit of profits does not come at the expense of healthy grow…

#BTOpinion: OCBC shows it’s still a buyer of Great Eastern While it could make sense for OCBC to make another attempt at taking Great Eastern private, it isn’t in OCBC’s interest to be too generous with minority sharehol…