#hocklocksiew

#BTOPINION: StarHub trying to avoid own goal with EPL offering, amid saturated content market In the latest #HOCKLOCKSIEW, BT writes that as telcos vie for attention against other streaming platforms, they will have to c…

#BTOPINION: After delay, IOI Properties’ Central Boulevard office project may be coming to market at opportune time In the latest #HOCKLOCKSIEW, BT identifies a series of positive moves for developer IOI Properties that…

#BTOPINION: Retail subscription rates for Astrea 7 bonds suggest investors may be better at assessing risk than regulators think In the latest #HOCKLOCKSIEW, BT notes that the higher risk Class B bonds were lesser subscr…

#BTOPINION: Supply chain woes, cost pressures present near-term challenges for Nio In the latest #HOCKLOCKSIEW, BT writes that though the long-term growth prospects for the EV industry remain intact, it may not be a fitt…

#BTOPINION: Can Sea’s fintech ambition excite investors the way Free Fire did? Investors shrugged off Sea's widened net loss and chose to focus on the strong momentum for e-commerce. In this #HOCKLOCKSIEW, BT questions i…

#BTOPINION: E-Log’s tepid debut may leave unitholders wondering if being bigger is better In the latest #HOCKLOCKSIEW, BT writes that Reit mergers are only “win-win” transactions in the sense that the combined Reit would…

#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: 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: 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: 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: 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: 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: 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: 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…

Tech stocks that rely on gig workers must address the social aspect of ESG In the latest #HOCKLOCKSIEW, BT highlights that ESG-minded investors should pay more attention to tech platforms like Grab and GoTo Group especia…

#BTOPINION: Enabling class action lawsuits could create alternative recourse for Singapore investors In the latest #HOCKLOCKSIEW, BT discusses the potential class action lawsuit that Grab could be facing for its massive…

#BTOPINION: Too many S-Reits making cash calls that don't add value for unitholders In the latest #HOCKLOCKSIEW, BT cautions investors to be wary of "throwing good money into bad Reits".

#BTOPINION: Will escalating Russia-Ukraine conflict add to headaches for property sector? In the latest #HOCKLOCKSIEW, BT thinks property players and participants alike will need to keep a watchful eye on geopolitical te…

#BTOPINION: Gender-targeted investment advice is less about female empowerment, more about acknowledgement In the latest #HOCKLOCKSIEW, BT questions if women really need such differentiated investment products and conten…

#BTOPINION: War stokes rally in SGX's oil, commodity stocks In the latest #HOCKLOCKSIEW, BT questions how sustainable the commodities, and chiefly, the oil rally is, and when the sizzle might end.

#BTOpinion: Lessons for PropNex from recent SGX queries In today's #HockLockSiew, BT's Ben Paul comments on PropNex's recent exchange with SGX over its S$1 billion in commissions not translating to an equivalent amount o…

#BTOPINION: Reits have appeal despite triple whammy from rising interest rates Rising interest rates, higher borrowing costs, a narrower spread between DPU yield and the risk-free rate and lower property valuations. Are…

#BTOPINION: Singtel's redevelopment of Comcentre to unlock value is a well-trodden path In the latest #HOCKLOCKSIEW, BT identifies that Singtel's over S$2 billion redevelopment of its Comcentre headquarters will diversif…

#BTOPINION: Retail Reits get a boost from 2-step GST hike but still lack growth catalysts In the latest #HOCKLOCKSIEW, BT writes that the gradual but delayed GST hike bodes well for retail Reits, but Reits without suburb…

#BTOPINION: Investors should reward, not penalise telcos that shift from yield to growth In the latest #HOCKLOCKSIEW, BT writes that telcos should articulate coherent stories that tie their initiatives together in order…

#BTOPINION: Banks, Reits among counters poised to benefit from Budget 2022 In this #HOCKLOCKSIEW, BT sees banks, transport and Reits poised to benefit but who are the potential losers from this year's Budget?

#BTOpinion: Singapore Airlines should disclose impact of sustainable fuel adoption With our national carrier pledging to start using a blend of jet fuel and sustainable aviation fuel from the third quarter of this year,…