Market View: Far East Orchard, Raffles Medical, SATS, Hotel Properties Limited, Delta Airlines, Domino’s Pizza, JP Morgan Chase, Wells Fargo, Ubisoft, Hon Hai Precision, Seatrium, McDonald’s, and Thai Bev
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into the latest moves in Asia-Pacific stocks and institutional buying in Singapore's Straits Times Index. Discover key insights on Far East Orchard, Raffles Medical, and SATS, and analyze how legal troubles at Hotel Properties Limited could impact its future. The discussion then shifts to Wall Street, previewing major earnings releases from Delta Airlines, Domino’s Pizza, JP Morgan, and Wells Fargo, alongside Ubisoft’s developments and new releases from Hon Hai Precision and McDonald’s. See omnystudio.com/listener for privacy information.
7 Loka 202422min
Money and Me: SIAS' David Gerald on what is “not happening” in his lifetime
Markets can clobber investors and ruin lives. When David Gerald founded the largest retail investor body in Asia in 1999, he was leading the fight in a truly asymmetric contest with some despairing investors taking their lives. This was when some 172 thousand Singapore investors who had invested in Malaysian shares found their shares in limbo, after the Malaysian government unilaterally closed the platform Clob International. Host Michelle Martin, David Gerald, Founder and CEO of SIAS, and Aaron Low, Editor of the book Boardroom Knockout discuss SIAS's most significant battles. Learn how Gerald transitioned from someone with no experience in investing to becoming a champion of minority shareholders. Hear insights into high-profile corporate cases like Natsteel and discover the evolution of SIAS approach to conflict mediation. How is it preparing to fight for investors in the age of AI? Also hear lessons on corporate governance, investing, including tips on avoiding the seven "sins" of investing.See omnystudio.com/listener for privacy information.
4 Loka 202424min
Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with rising oil prices following US President Biden's remarks on the potential Israel-Iran conflict. We explore the impact on global markets, Levi Strauss’ earnings dip, and Eli Lilly's production boost. Seven & I plans a strategic shift, while Warren Buffett eyes Japanese financials. The episode wraps up with a look at DFI Retail’s drop and SATS' rise in Singapore.See omnystudio.com/listener for privacy information.
4 Loka 202429min
Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin, hear Michelle and Ryan Huang deep dive into Hong Kong's stock rally, with Shimao Group and Longfor Holdings making significant gains. Explore the discussion over broker insights on Dell Technologies and Latam Airlines, plus a look at Toyota's investment in air taxis and Eli Lilly's latest billion-dollar project. Also, hear how the Straits Times Index is performing and catch up on Tesla, Ford, GM, and more corporate movers.See omnystudio.com/listener for privacy information.
3 Loka 202425min
Money and Me: Hunting for Great Companies with Simon Kold
Hosted by Michelle Martin, this episode features Simon Kold, fund manager, former stand-up comedian, and author of On the Hunt for Great Companies. Simon shares his unique journey from being part of managing €150 billion at the Novo Nordisk Foundation to founding Kold Investments. He discusses key strategies for identifying high-quality, durable companies with network effects and passionate leadership. Tune in to explore his long-term investment philosophy and how investors of all types can apply his insights to find great companies. See omnystudio.com/listener for privacy information.
2 Loka 202425min
Market View: Thai Beverage, HomesToLife, FrontView REIT, Adani Enterprises, Boeing, Wilmar International, Jardine Matheson, Hongkong Land, Dyson, McCormick, PepsiCo, Mastercard, Rizap
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Thai Beverage’s IPO plans, HomesToLife’s public relisting, and FrontView REIT’s US-focused IPO. We also discuss major fundraising efforts from Adani Enterprises and Boeing, as well as Wilmar International's struggles and Jardine Matheson’s gains on the Straits Times Index. Plus, get insights on Rizap’s unique gym chain Chocozap and much more.See omnystudio.com/listener for privacy information.
2 Loka 202421min
SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia
In this episode Michelle Martin speaks with Puah Kok Keong, Chief Executive of the Energy Market Authority, about his vision for Singapore’s energy sector, the International Energy Agency’s regional Cooperation Centre, the development of the ASEAN Power Grid, and Singapore's carbon capture strategies. Also get an exclusive preview of what’s to come at SIEW 2024, where global energy leaders will gather to discuss the future of sustainable energy.See omnystudio.com/listener for privacy information.
2 Loka 202417min
Market View: Apple, Tesla, Nvidia, and Meta's Market Moves
Join Michelle Martin on her tour of markets! In today’s episode, she and Ryan Huang discuss the latest updates on Apple’s product launches, Tesla’s stock fluctuations, Nvidia’s AI-driven growth, and Meta’s strategic shifts in the metaverse. Hosted by Michelle Martin with Ryan Huang, they explore how these tech giants are navigating current market conditions and what it means for investors. Stay tuned for insights on the factors shaping the tech landscape today.See omnystudio.com/listener for privacy information.
1 Loka 202422min
