#btopinion

#BTOpinion: FHT’s failed privatisation not a complete surprise as unitholders bet on tourism recovery While the privatisation by the sponsor is now off the table, Frasers Hospitality Trust still has some cards it could p…

#BTOpinion: Ask not when top talent will leave; rather, welcome those who stay There is good reason to ensure that the pass regime is not exploited by those who see Singapore permanent residency or citizenship as a mere…

#BTOpinion: No need to stop decoupling and minors buying private homes In the latest #TheLevelGround, BT makes the case for levying even higher and more progressive property taxes on non-owner occupier homes to help fund…

#BTOpinion: Leaving out AMK Hub makes Mercatus’ retail portfolio a more digestible acquisition target Observers think it makes sense for Mercatus, which is substantially owned by NTUC Enterprise, to retain AMK Hub – give…

#BTOpinion: Straits Trading shares reasonably priced, but management must continue delivering value While the company reported blowout earnings for 2021 and H1 2022, its biggest risk is rising interest rates which may ha…

#BTOpinion: Why can’t we all be rich? Despite unprecedented and extraordinary economic progress over the past 150 years, we have yet to use our technological prowess to construct an equitable and happy world.

#BTOpinion: A new structure is just the first step in tackling today’s media challenges While the Business Times started out as a newspaper in 1976, only 15% of the newsroom is now dedicated to print work, with a vast ma…

#BTOpinion: A new structure is just the first step in tackling today’s media challenges The Business Times started out as a newspaper, but did you know that only 15% of the newsroom is dedicated to print work now? In fac…

#BTOpinion: Queen Elizabeth’s death marks end of an era Her sad death will remind audiences not just in the UK but also abroad including her beloved Commonwealth including Singapore, about the unifying role she has playe…

#BTOpinion: To protect investors, boards should expose the divergent interests of controlling shareholders Temasek owns more than half of SIA’s shares and nearly all its mandatory convertible bonds (MCB). When the MCBs a…

#BTOpinion: Emperador’s inclusion in the STI makes the benchmark index even more international With 20% of the STI constituents now hailing from beyond Singapore’s shores, what does it mean for those who want to use the…

#BTOpinion: Sans sleaze, next act for Orchard Towers could be redevelopment The timing is right to invest in rejuvenating Orchard Road assets because more super wealthy people are setting up base here as shown by the gro…

#BTOpinion: Schooling, Noble and financial market regulation Comparing the Joseph Schooling drug case with the recently concluded investigation into Noble Group holds lessons for market regulators, says BT senior corresp…

#BTOpinion: America’s midterm magic to support stocks in US and Singapore Tightly correlated developed markets mean Singapore’s stocks benefit from America’s upcoming Congressional midterm elections, which creates a grid…

#BTOpinion: An unrelenting pursuit of deep tech Investment in deep tech startups in Singapore more than doubled from S$324 million in 2020 to S$861 million in 2021 – impressive for a country 3.5 times the size of Washing…

#BTOpinion: Philanthropy moving beyond writing cheques to more direct involvement “Essentially, we are problem-solvers. We are not just giving money, we are giving our time, our common intelligence, our ability to solve…

#BTOpinion: Industrial S-Reits flex buying power, in signal of their counter-cyclical strength With more than half of the announced acquisitions this year in the industrial and logistics space, here's where investors sho…

#BTOpinion: It’s fine to fine Noble, but maybe nobler to pass it on Singapore needs to create injury compensation avenues for the many retail investors hurt by the wrongdoing of a publicly listed company. This improves e…

#BTOpinion: Grab signals profit focus with cost cuts, but softer demand for deliveries is worrying Grab faces the challenging task of showing investors that it can walk the tightrope between growth and profitability

#BTOpinion: With One Pass, it’s less about giving firms access to talent, but more about attracting them It is not an incentive programme that offers perks or rewards, or a gateway to permanent residency, unlike some oth…

#BTOpinion: Be alert to Reits using leverage and paying fees in units to prop up distribution per unit Some Reits that trade below book value may offer superior value to buying physical properties and thus merit serious…

#BTOpinion: Frasers Property should go private to address its depressed stock Perhaps the time has come for FPL to take a leaf from FHT and begin negotiating with its controlling shareholders to go private at a fair pric…

#BTOpinion: Tourism players hitch a lift as Singapore Grand Prix flags off once more The Singapore Grand Prix has earned the Republic over S$1.5 billion in incremental tourism receipts and for this upcoming race, it is e…

#BTOpinion: Singapore needs appropriate laws, enforcement mechanisms to handle debacles like Noble bust Many investors may feel that Noble’s comeuppance had come too late and the penalties meted out also seem less than a…

#BTOpinion: These 5 stocks have yields that match or beat Singapore government bonds ComfortDelGro, with its net cash position of S$602.6 million, may deserve a slot in an income investor’s portfolio, especially as it be…

#BTOpinion: Big bets on expanding MBS and RWS could pay off despite economic risks For one, Singapore could gain as tight restrictions in Macau, which is pursuing a Covid-zero strategy, may drive visitors to Singapore’s…

#BTOpinion: SIA should address how it plans to manage interests of Temasek, minority investors When SIA was asked how it manages the interests of its equity holders versus those of its mandatory convertible bond (MCB) ho…

#BTOpinion: Calling it “quiet quitting” undermines the value of simply doing one’s job Opting out of hustle culture isn’t “quitting”; it is simply having healthy work-life boundaries

#BTOpinion: Investors should consider the motivations of major shareholders in Sembcorp Marine’s deals The low price at which Temasek is acquiring the offshore and marine units of SCI and Keppel should give minority shar…

#BTOpinion: Singapore crypto ambitions on track, despite crypto winter Singapore's interest is not in cryptocurrency itself but the underlying blockchain technology and Web3 applications - a buffer against the recent car…