Money and Me: Navigating Challenges for Mapletree REITs and REITs related to Changi Business Park
Today, we delve into the outlook for Mapletree REITs amid challenging market conditions and leadership changes. We discuss the recent performance of Mapletree Logistics Trust and Mapletree Panasia Commercial Trust, investors' punishing responses and recent leadership changes. Michelle and her guest Kenny Loh also examine the implications of Mapletree Anson's $775 million sale by MPACT. Then we travel to Singapore's "CBD of the east" and examine what the emptying of tenants mean for Singapore's ambitions to become a regional hub for MNC's and the possible impact of the vacancies at Changi Business Park on S-REITs. Guest: Kenny Loh, REIT Specialist and Independent Financial AdvisorSee omnystudio.com/listener for privacy information.
10 Juni 202424min
Market View: City Developments, Centurion, Hiap Hoe, Hong Lai Huat, Stamford Land, Berkshire Hathaway, Occidental Petroleum, GameStop, Microsoft, Nvidia, Apple, Saudi Aramco, Luckin Coffee, Starbucks, UBS, Citigroup, DBS, OCBC, UOB
Join Michelle Martin with Ryan Huang as they explore the world of director deals and institutional trades in the property sector. Both discuss notable trades by directors at City Developments, Centurion, Hiap Hoe, Hong Lai Huat, and Stamford Land, and analyze Warren Buffett's increasing stake in Occidental Petroleum through Berkshire Hathaway. They also cover Keith Gill’s return to social media and its impact on GameStop shares. In market news, Michelle and Ryan look at the performance of tech giants Microsoft, Nvidia, and Apple, and examine Saudi Aramco's new share offering. Finally, they review the exposure of UBS, Citigroup, DBS, OCBC, and UOB to a major money laundering case in Singapore. See omnystudio.com/listener for privacy information.
10 Juni 202426min
Money and Me: How you can get the most out of HDB's resale flat listing service
You don't have to pay to list to sell your flat and you can do so without an agent which means you could save on the agent's commission. What do you need to know as a buyer and seller about making the HDB resale flat work for you, whether you'd like to get the best possible price for your flat or get your hands on your dream resale HDB apartment at a price that is fair. How are prices set? How is the genuine intent of buyers and sellers pre-determined on this site? How is information about the flat's size or information about transacted prices fed into this site? Find out in this conversation between Michelle Martin and Ivan Cai, Founder and Head of Research, I Quadrant. See omnystudio.com/listener for privacy information.
7 Juni 202422min
Market View: Changi Airport Group, Nio, Meituan, GameStop, Microsoft, Nvidia, SATS, Singapore Airlines, ST Engineering, Robinhood, Bitstamp, J.M. Smucker, Hostess Brands, Jasper Investments
Michelle Martin and Ryan Huang as they dive into corporate earnings with a focus on Changi Airport Group, Nio, and Meituan. Discover how Changi Airport Group’s profits soared and why Nio's losses might turn around. Learn also about Meituan's impressive profit growth. They also cover GameStop's surge, Microsoft and Nvidia's regulatory challenges, and key market movements, including Robinhood's acquisition of Bitstamp and J.M. Smucker's post-earnings gains. Get insights on local market trends and more.See omnystudio.com/listener for privacy information.
7 Juni 202423min
Money and Me: All my assets are locked in my flat, how can I think of wealth transfer?
Broaden your mind! You have a lot more than you think when it comes to wealth transfer. Don't forget that overseas brokerage account needs to liquidated? Then there are the issues of pets and perhaps that precious record collection. Ultimately wealth transfer is about your legacy, who do you want to benefit and why? Michelle Martin finds out more about wealth transfers with Elijah Lee, Senior Financial Services Manager, Phillip Securities.See omnystudio.com/listener for privacy information.
6 Juni 202420min
Market View: Nvidia, Qualcomm, Intel, Lululemon, CrowdStrike, Changi Business Park, and Yangzijiang Financial
Michelle Martin and Ryan Huang discuss how AI enthusiasm is propelling US stocks to new heights, with Nvidia leading the charge. They delve into Qualcomm and Intel's efforts to compete in the chip sector. Learn about Lululemon's recent earnings and strategic moves, and discover CrowdStrike's impressive stock performance. They also examine challenges at Changi Business Park and Yangzijiang Financial's new ventures. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
6 Juni 202420min
Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election
What does this latest US job data suggest about the Federal Reserve's interest rate trajectory? Can stock pickers with a high-risk strategy beat the market benchmark? And despite a widely expected win, will Prime Minister Narendra Modi's reduced mandate have a significant impact on India’s growth prospects? Dan Koh and Ryan Huang investigate. See omnystudio.com/listener for privacy information.
5 Juni 202421min
Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail
Michelle Martin leads with news that may have made investors leap for joy before the cold realisation that they could not profit from a glitch. Hear Michelle and Ryan discuss the New York Stock Exchange and stunning drop in Warren Buffett’s Berkshire Hathaway stock price. Then we dive into the king of meme stocks, Roaring Kitty, and GameStop. Aso covered are major trades by CEOs of General Motors and Salesforce, and a world tour of market reactions to recent elections in India, Mexico, and South Africa. Finally, we look at local market trends, including a strong start to June for the Straits Times Index, led by DFI Retail.See omnystudio.com/listener for privacy information.
4 Juni 202422min
