Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates
Join host Michelle Martin and REIT Specialist Kenny Loh as they delve into the latest developments in the S-REIT sector. They analyze the winners and losers over the past month and discuss the recent earnings results of S-REITs. The conversation then shifts to Frasers Property's dramatic 80% drop in profit, exploring the underlying causes and future outlook. With market expectations adjusting to higher for longer interest rates signaled by Federal Reserve Chair Jay Powell, Michelle and Kenny examine the implications for S-REITs' dividends and share prices. They also consider whether the current price-to-book ratio discount presents a buying opportunity and identify key indicators of quality assets for cautious investors. Tune in for expert insights on navigating the uncertain landscape of S-REITs.See omnystudio.com/listener for privacy information.
15 Touko 202418min
Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American
Join Michelle Martin and Ryan Huang as they discuss Sea Limited's impressive revenue, Alibaba's profit drop, and Tencent's growth. They also cover the resurgence of meme stocks like GameStop, AMC and other stocks benefiting from this trend. Additionally, Michelle revisit the British mining giant Anglo American and its plans to sell or spin off key assets in response to takeover bids. Finally, both discuss the latest movements in US markets, including new tariffs on Chinese EVs and Google's upcoming AI-driven changes to search engine results.See omnystudio.com/listener for privacy information.
15 Touko 202423min
Market View: GameStop, AMC, BHP, Anglo American, UMS, Amazon, Hyundai Marine, Marco Polo Marine, and SBS Transit
In this edition of Market View with Michelle Martin and Ryan Huang, delve into GameStop's 75% overnight surge and discuss potential catalysts, including Roaring Kitty's return to social media. They also examine AMC Entertainment's recent rise, Anglo American's rejection of BHP's $42 billion bid, and the impact of UMS Holdings' disappointing earnings on Singapore's tech stocks. They analyze Amazon's Zoox investigation, HD Hyundai Marine Solution's successful IPO, Marco Polo Marine's profit surge, and SBS Transit's increased ridership and fares. Finally, they touch on the box office success of "Kingdom of the Planet of the Apes" and OpenAI's latest ChatGPT update.See omnystudio.com/listener for privacy information.
14 Touko 202421min
Money and Me: Saving up to 50% on your Zip Blinds
Zip blinds are all the rage for keeping small outdoor spaces rain and blazing sunlight out in Singapore. How is this SME able to offer up to 50% savings on those high costs of zip blinds? Michelle welcomes Jei Leong, General Manager of Zip Blinds Direct, to discuss an innovative solution: the factory-to-home concept. See omnystudio.com/listener for privacy information.
14 Touko 202420min
Money and Me: What the risk-averse are looking to
Dive into the world of investment options with Michelle Martin and her guest, Tim Phillips, Founder of TimTalksMoney, as he navigates through the landscape of fixed deposits, T-Bills, SSBs, money market funds. Explore the appeal of government bonds and money market funds. Gain insights into the recent surge in gold prices and the potential benefits of including gold in your portfolio. Learn about UCITS ETFs and strategies for wealth growth in today's uncertain economic climate.See omnystudio.com/listener for privacy information.
13 Touko 202425min
Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk
Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand, and Mapletree Logistics Trust. Dive into global market insights, corporate updates from Novavax to SIA Engineering, and market movements of Singapore Airlines, Venture Corp, DFI Retail, and more. Also, hear comprehensive analysis and updates on Tesla's Elon Musk's charging network expansion plans.See omnystudio.com/listener for privacy information.
13 Touko 202416min
Money and Me: Will Gold continue to outperform in 2024?
According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this trajectory to the end of 2024? And how can investors use gold as a portfolio diversifier and potential hedge against inflation? Michelle Martin in conversation with Robin Tsui, APAC Gold Strategist & SPDR Gold Sales Specialist, State Street Global Advisors SPDR to find out the answers. See omnystudio.com/listener for privacy information.
10 Touko 202415min
Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot
How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle Martin and Ryan Huang as they unpack it all.See omnystudio.com/listener for privacy information.
10 Touko 202419min
