#btopinion

#BTOpinion: Singapore-focused listed companies are having their turn in the spotlight Singapore consumers still have a preference for budget-friendly supermarkets and house-brand products, which favours Sheng Siong.

#BTOpinion: The Projector’s closure: why government aid is not the answer Government funding would not address the underlying problem - the declining viability of cinema as a business.

#BTOpinion: Reit managers should stop charging fees for property transactions Reit managers should do right by investors by cutting acquisition and divestment fees for property transactions, says BT's Leslie Yee.

#BTOpinion: Simba-M1 deal: Better to be a consumer than an investor in the local telecoms space for now With two telco brands in its fold that target very different segments of the market, the combined entity could take…

#BTOpinion: Is Genting Singapore still a good bet? Genting Singapore’s shares have chalked up a total return of less than 0.1% since the beginning this year - making it the sixth worst-performing component of the STI.

#BTOpinion: StarHub’s failure to buy M1 might be a good thing Instead of playing the spurned groom, StarHub could well see an opening to scoop up new subscribers and boost its market share.

#BTOpinion: Consider having more financial aid that Singaporeans receive flow into local equities and bonds Allow the option to use housing-related subsidies and grants to buy local stocks and bonds, says BT's Leslie Yee…

#BTOpinion: Time to raise income ceilings for buyers of new HDB and EC units Nearly six years have lapsed since the income ceiling for eligible families to buy new HDB flats was last raised. Might a higher income ceiling…

#BTOpinion: SingPost’s sale of its Australia business raises questions about its long-term strategic direction The group may just continue to muddle along, occasionally tapping its balance sheet to invest in new business…

#BTOpinion: Will OCBC’s incoming CEO Tan Teck Long be a safety steward or a transformative leader? Can incoming CEO Tan Teck Long help OCBC close the performance gap with leader DBS?

#BTOpinion: SingPost board should speed up resetting directions Shareholders have been urged to be patient.

#BTOpinion: South-east Asia’s IPO rebound offers beleaguered private equity market a sliver of hope A virtuous circle for the PE market may start to take shape as initial public offerings stage a comeback.

#BTOpinion: As plans to revitalise SGX spur liquidity, companies should prioritise shareholder value and accountability The appropriate forum for investors to engage with listed companies on most matters is neither the b…

#BTOpinion: Singapore’s market is on the mend, but deeper issues remain While a higher listing count may pad headline numbers, it does not guarantee deeper liquidity, stronger investor interest, or meaningful capital for…

#BTOpinion: Heavier anti-money laundering penalties could help Singapore maintain high standards as wealth hub Action against those at the heart of 2023’s billion-dollar bust may have long been concluded, but the Republi…

#BTOpinion: With more marrying later, it makes sense to let younger singles buy BTO flats Consider lowering the age limit from 35 to 28, says BT's Leslie Yee, adding that it is 'reasonable' to restrict singles to three-r…

#BTOpinion: Why did NTT DC Reit have such a weak debut - can it recover? NTT DC Reit’s projected yield may not be sustainable – because it is based on a 100% payout of its distributable income, says BT's Ben Paul.

#BTOpinion: SIA’s decarbonisation tailwinds are Temasek’s burden SIA makes up only about 2.5% of Temasek’s S$434 billion net portfolio value, yet accounts for about 43% of its total portfolio emissions.

#BTOpinion: AI’s squeeze on entry-level jobs is forcing a rethink of our education system Imagine coming fresh out of university and being told immediately that your skills are already obsolete.

#BTOpinion: Follow Bill Gates - give away money when still alive. Wealthy parents can help young adult children on their homeownership journeys by financing down payments on residential property purchases and minimising…

#BTOpinion: Should capital gains tax replace seller’s stamp duty on homes? Ultimately, in land scarce Singapore, applying a capital gains tax to the sale of property might be effective in curbing speculation and raising…

#BTOpinion: STI’s gains reflect ‘concrete steps’ by Temasek companies to address business fundamentals DBS, Singtel and ST Engineering soared on the market’s zeal for companies demonstrating strong financial performance,…

#BTOpinion: Broadening bullishness may support interest in new listings, including those headed to Catalist If the STI continues rising and bullish sentiment broadens out, companies are likely to face more pressure from…

#BTOpinion: Great Eastern offer: It’s time for everyone to move on Both the bank and the insurer are facing pressing business and operational challenges, so it’s time for them to address business at hand.

#BTOpinion: Having GIC as a cornerstone investor in NTT DC Reit’s IPO is a good move for the market too GIC’s US$100 million investment in the Reit is small relative to its portfolio, but it sends a signal to the local b…

#BTOpinion: Investors should be excited about Singapore’s biggest Reit IPO in a decade – but not too excited NTT DC Reit’s theoretical market capitalisation of US$1.03 billion will put it only around the middle of the pa…

#BTOpinion: Low mortgage rates help; but be cautious in pursuing condo dreams as economic outlook weakens Don’t raid the CPF account for a private home, says BT's Leslie Yee.

#BTOpinion: Xiaomi made a cheap Ferrari EV. Who needs Porsche? The danger for luxury automakers is that their products become commoditised; rapid acceleration, a chief selling point of Western sports-car brands, is now c…

#BTOpinion: Boon for Keppel should Piyush Gupta become chairman The company can tap former DBS CEO’s knowledge, experience and networks as it shapes its path ahead.

#BTOpinion: New listings on SGX may reinforce positive sentiment NTT DC Reit could help draw global capital to the Singapore market, while the listing of Lum Chang’s interior fit-outs unit might encourage more value-unlo…