#btopinion

#BTOPINION: Betting on Singapore banking trio to keep their blue-chip status this decade While all 3 local banks saw Q1 2022 net profit fall by 10 per cent from a year ago, can investors continue to bank on the trio over…

#BTOPINION: Be very careful when using a trust to buy a home for a minor Can parents be confident that young adult children in their early 20s are able to deal wisely with owning a chunky asset such as a home? Will the u…

#BTOPINION: John Soh’s recalcitrance calls for tough sentence In the latest #MARKTOMARKET, BT writes that the penny stock crash of 2013 underscores the need for law enforcement agencies that are vigilant, vigorous and ev…

#BTOPINION: Amara shareholders would have benefited from more detailed disclosures In the latest #HOCKLOCKSIEW, BT writes that Amara shouldn't be exempt from detailed disclosures and greater transparency simply because t…

#BTOPINION: Did bearishness about the property sector prompt Northstar to divest Apac Realty at steep discount? In the latest #HOCKLOCKSIEW, BT writes that the steep discount is unlikely to entice small investors, who mi…

#BTOpinion: Home-ownership — buying a BTO flat is the optimal choice A seasoned investor once said that one should try to buy the most expensive home that one can afford. Should a first time home buyer, who cannot get ho…

#BTOpinion: I work best in flexible conditions, and your free stuff will not defeat me In the latest #LifesWork, BT writes on the return to office and how employers should question if they want purposeful presence from t…

#BTOPINION: Yangzijiang Financial listing creates battle among smallest constituents to remain in the index In the latest #HOCKLOCKSIEW, BT writes that given potential shake-ups in the STI, management of the smallest STI…

#BTOPINION: Expect volume to pick up in new home sales soon In this week's #THELEVELGROUND, BT writes to look out for launches in the suburbs and city fringe, where demand will come largely from locals buying their first…

#BTOPINION: Zilingo's story a reminder of differing standards in the private markets In the latest #HOCKLOCKSIEW, BT takes a look at the lack of disclosure and governance standards in the private market and how it has hu…

#BTOPINION: Bar exam cheaters and market rule breakers In the latest #MARKTOMARKET, BT compares the mistake between companies breaching the rules and lawyers cheating in the bar, and points out why companies delivering v…

#BTOPINION: What would it take for hydrogen to be a viable energy source for Singapore? Producing and transporting low-carbon hydrogen globally has been a challenge for mass adoption. Cost is a factor and will limit how…

#BTOPINION: Border reopening is godsend to Singapore retail space landlords In the latest #HOCKLOCKSIEW, BT notes that the easing of travel curbs through the launch of the Vaccinated Travel Framework is gradually helping…

#BTOPINION: SIA and the 3 stocks that offer potential exposure to the aviation sector recovery Besides Singapore Airlines, which other companies could be on investors' radars? In the latest #HOCKLOCKSIEW, BT identifies s…

#BTOPINION: With Sers and Vers, HDB homes can trump private leasehold homes In this week's #THELEVELGROUND, BT writes that through the combination of Sers and Vers, land lease decay can be better mitigated for owners of…

#BTOPINION: Time to double down on S-Reit investments amid MAS ‘double barrel’ policy tightening In the latest #HOCKLOCKSIEW, BT writes that investors seeking a hedge against inflation should take another look at Singapo…

#BTOPINION: Sabana Reit tussle shifts to the pros and cons of its distribution reinvestment plan In the latest #MARKTOMARKET, BT delves into Sabana Reit's distribution reinvestment plan (DRP) and chief executive of Saban…

#BTOpinion: Immune to Covid? It's possible — but a medical mystery "People who should be vulnerable are not getting infected, and those who should be immune to Omicron are getting re-infected. And the data from a challen…

#BTOpinion: Why I am averse to investing in the Chinese tech leaders In this week's #SenseandCents, BT's Leslie Yee posits that the power of executive action in China is such that profitable online businesses can be swif…

#BTOpinion: If you work for a listco your family controls, does pay incentivise you the way it would for an outsider? In today's #HockLockSiew, BT's Ben Paul examines the implications of pay structures in place for top e…

#BTOpinion: Wild ride by US-listed China stocks: Reasons go beyond delisting concerns In this week's #Mark2Market column, BT's Ben Paul cautions investors against attributing the recent turmoil in Chinese stocks entirely…

#BTOpinion: Strategic benefits for CDL from its in specie distribution of CDLHT units In today's #HockLockSiew, BT's Kalpana Rashiwala notes, with regard to the much more generous payout of distribution in specie for FY2…

#BTOPINION: Keppel Infrastructure Trust should get its DPU on strong upward trajectory before revising fees In the latest #MARKTOMARKET, BT identifies that the new fee structure may be viewed as less about aligning inter…

#BTOpinion: Making change work is harder than change itself This goes a bit meta, but on the back of this piece (👆) from two of BT's editors stressing the importance of being useful, not just trusted, we learned that re…

#BTOpinion: It's scary how dominant Apple has become. But how scary? In this piece for the New York Times, Farhan Manjoo ponders if the big wins for CODA, a film from Apple, suggests its increasing dominance over increas…

#BTOpinion: Higher oil prices could spur adoption of EVs In this #HockLockSiew, BT’s Nisha Ramchandani argues that one positive outcome of consistently higher fuel prices as a result of the war in Ukraine could be an acc…

#BTOpinion: Debate over CPF for gig workers masks real problem of fair wages In this piece, BT's Sharanya Pillai argues that the discussion over requiring gig workers to contribute to CPF is less about arguing that rider…

#BTOpinion: Mapletree's support for MCT-MNACT merger may raise expectations of other Reit sponsors In this week's #Mark2Market, BT's Ben Paul notes that Mapletree Investments' move to stump up as much as S$2.2 billion in…

#BTOPINION: Time for Keppel to build capabilities, and not just gather assets While Keppel is still pursuing arbitration proceedings against SPH for walking away from Keppel's offer, what is clear is that there is little…

#BTOPINION: The next Covid-19 wave is probably already on its way Rising Covid cases in Europe, the toll Omicron is taking particularly on unvaccinated elderly people in Hong Kong and slowing vaccinations are warnings th…