Episodes

  • BT’s Mark to Market Ep 12: Straits Trading repositioned for growth

    12:45 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

    In this 12th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul looks at how Straits Trading’s efforts to transform itself have sparked a more than 50 per cent rally in its stock price this year.
    Swapping low-return assets for scalable businesses (3:20)
    Real estate investments and ventures are paying off (5:00)
    Stock isn’t any more expensive after its big run (8:00)
    Shareholders’ club initiative reflects positive attitude (10:42)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim

    Edited by: Howie Lim and Hadyu Rahim

    Follow BT Mark To Market podcasts and rate us at:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at:http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT’s Mark to Market Ep 11: Three strategies to beat the Straits Times Index going forward15:05 minSynopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.In this 11th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul examines the long term performance of the Singapore market, and offers three strategies to beat the Straits Times Index going forward. STI is lagging; investors need to take an active approach (3:05)How local stock pickers could have earned a decent return (6:15)Reits have beaten the STI, some nearly matched the S&P 500 (9:45)Where to hunt for trading opportunities in the local market (11:45)Produced by: Ben Paul (benpaul@sph.com.sg), Howie Lim (howielim@sph.com.sg) and Ernest LuisEdited by: Howie Lim and Hadyu RahimFollow BT Mark To Market podcasts and rate us at:Channel: http://bt.sg/btmark2mktApple Podcasts: https://bt.sg/4DJpSpotify: https://bt.sg/4DJNGoogle Podcasts: http://bt.sg/4D2EWebsite: http://bt.sg/mark2mktFeedback to: podcast@sph.com.sgDo note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.---Discover more BT podcast series:BT Money Hacks Podcast at: https://bt.sg/btmoneyhacksWealthBT Podcast at: http://bt.sg/btwealthbtBT Podcasts at: https://bt.sg/pcOMSee omnystudio.com/listener for privacy information.

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  • BT Mark To Market Ep 10: CapitaLand’s big restructuring

    11:30 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

    In this 10th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about CapitaLand's big restructuring exercise, which has made it the third best performing STI component stock so far this year. 
    CapitaLand's repeated reimagination of itself (1:58)
    Why the latest restructuring plan has spurred its stock (4:50)
    How CapitaLand stole City Developments' thunder (8:00)
    Should investors hold on to the stock after its big run? (9:30)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis and Howie Lim

    Edited by: Howie Lim and Hadyu Rahim

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 9: What's next for Sembcorp Marine?

    12:16 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.

    In this ninth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul delves into Sembcorp Marine's proposals to raise a further S$1.5 billion through another deeply discounted rights issue and combine itself with Keppel O&M, which were followed by a steep slump in its share price.
    Recalling Sembcorp Marine's demerger from Sembcorp Industries (1:45)
    Breaking down the latest deeply discounted rights issue  (4:35)
    Why the prospect of a merger with Keppel O&M is now a concern (7:15)
    Buy? Sell? Hold? Much could depend in Sembcorp Marine's board (10:05)

    Produced by: Ben Paul, Ernest Luis and Lee Kim Siang

    Edited by: Adam Azlee and Hadyu Rahim

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 8: Holding corporate boards to account

    16:44 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.

    In this eighth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks to Shinbo Won, the Asia head of BlackRock Investment Stewardship covering Southeast Asia, Greater China and Korea.

    They discuss the following topics:
    The influence of institutional shareholders over corporate boards (2:45)
    Why BlackRock voted against the reappointment of directors at Top Glove (4:45)
    How minority votes make an impact even at tightly controlled companies (8.58) 
    Lowball privatisation offers in Singapore are a governance matter (12:32)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 7: How to invest like Warren Buffett

    11:25 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.

    In this seventh episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about the investing phenomenon that is Warren Buffett, and explains why his philosophy is more relevant than ever now.

    He tackles the following points:
    Defining the Warren Buffett style of value investing (2:25)
    Contrasting what excites investors with what excites Buffett (3:25)
    Buffett's focus on profitability and value has stood test of time (6:43)
    What Singapore corporate boards can learn from Buffett (9:39)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 6: How to ride the next phase of the bull market

    12:11 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.

    In this sixth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul delves into why so many Singapore stocks are still trading below their book values per share even after STI has almost fully recovered from the Covid-19 crash, and how to find winners among them.

    He tackles the following points:
    Controlling shareholders are taking their companies private cheaply (1:45)
    Why so many Singapore stocks are trading below their book values (4:32)
    How value unlocking has been a key catalyst for local stocks (6:20)
    What potentially exciting stocks do, besides merely unlocking value (7:55)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Fa'izah Sani

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 5: How to invest in an overvalued market

    8:34 min

    Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.

    In this fifth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about how to invest in the market at a time when Covid-19 beneficiaries like Top Glove face a looming earnings slump while recovery plays like Singapore Airlines are yet to deliver significant improvement in profitability. 
    Why the Straits Times Index began outpacing the S&P500 in Oct 2020 (1:40)
    SIA's rocketing share price belies continued cash-burn and hefty losses (2:55)
    Analysts unsure how to price Top Glove's sinking stock as earnings peak (4:12)
    Investors should be selective, and avoid being fully invested in the market (6:08)

    Produced by: Ben Paul (benpaul@sph.com.sg), Ernest Luis, Lee Kim Siang and Adam Azlee

    Edited by: Aleemah Basirah

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast on: https://bt.sg/btmoneyhacks

    WealthBT Podcast on: http://bt.sg/btwealthbt

    BT Podcasts on: http://bt.sg/podcasts

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 4: GameStop short squeeze and the power of retail investors13:26 minListen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this new podcast series based on his weekly column in The Business Times.In this fourth episode of the Mark To Market podcast, BT's senior correspondent Ben Paul examines how the short squeeze of US-listed GameStop has focused attention on the return of retail investors as a force in the markets.How retail investors trade stocks; and the impact they've had on the markets (2:18)The popular narrative on the GameStop short squeeze; and why it probably isn't true (7:35)How retail investors, enabled by social media, are driving change in the markets (8:58)What investors should do as the markets become more speculative and volatile (11:10)Produced by: Ben Paul, Ernest Luis & Lee Kim SiangEdited by: Adam AzleeFollow BT Mark To Market podcasts and rate us on:Channel: http://bt.sg/btmark2mktApple Podcasts: https://bt.sg/4DJpSpotify: https://bt.sg/4DJNGoogle Podcasts: http://bt.sg/4D2EWebsite: http://bt.sg/mark2mktFeedback to: podcast@sph.com.sgDo note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.---Discover more BT podcast series:BT Money Hacks Podcast at: https://bt.sg/btmoneyhacksWealthBT Podcast at: http://bt.sg/btwealthbtBT Podcasts at: https://bt.sg/pcOMSee omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 3: Opportunities and risks for stock investors in 2021

    11:21 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.

    In this third episode of the Mark To Market podcast, BT's senior correspondent Ben Paul provides his outlook for the markets in 2021, offers some perspective on why the STI has been outpacing the S&P500, and delves into recent developments at an STI stock that has been making headlines for all the wrong reasons.
    Why tech-oriented growth stocks led the recovery last year (2:40)
    Synchronous global recovery lifting stocks hammered by Covid-19 (3:52)
    Tolerating inflation for too long could be a policy risk (5:47)
    Beware STI stocks suffering structurally weak profitability (6:37)
    Board-level focus on unlocking value remains key, despite recovery tailwind (8:27)

    Produced by: Ben Paul, Ernest Luis & Lee Kim Siang

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast on: https://bt.sg/btmoneyhacks

    WealthBT Podcast on: http://bt.sg/btwealthbt

    BT Podcasts on: http://bt.sg/podcasts

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 2: Dividend-yielding stocks and Reits

    12:14 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.

    BT's senior correspondent Ben Paul talks about the topic of investing in dividend-yielding stocks and real estate investment trusts (Reits). He will explore why high dividend stocks are so popular in Singapore and offer his perspective on how to invest in Reits.
    Analysing the total return from Singapore stocks, and why Singapore investors love dividends (1:40)
    Why understanding what companies do with their retained earnings is key for dividend investors (3:45)
    Why Singtel is losing its status as a reliable dividend-paying stock? (5:07)
    Where should dividend-oriented investors look for opportunity in the market? (7:20)
    A simple perspective on how investors should approach investing in Reits (9:08)

    Produced by: Ben Paul, Ernest Luis & Lee Kim Siang

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Apple Podcasts: https://bt.sg/4DJp

    Spotify: https://bt.sg/4DJN

    Google Podcasts: http://bt.sg/4D2E

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.

  • BT Mark To Market Ep 1: Why investors shouldn't ignore the underperforming Singapore market in the Covid era

    10:56 min

    Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore, in this new podcast series based on his weekly column in The Business Times.

    BT's senior correspondent Ben Paul talks about what’s driving stock markets around the world in the wake of the Covid-19 crisis, and why investors shouldn’t ignore the Singapore stock market, even though its performance has been quite disappointing.
    Why have the S&P500 and the Nasdaq indices bounced so strongly since March? (1:02)
    We are not in an ordinary economic cycle, but things are improving regardless (2:08)
    Why was the Singapore market underperforming even before Covid-19 hit? (3:54)
    Singapore's leading companies are not broke, and have ample scope to unlock value (6:43)
    Delving into 3 companies: Sembcorp Industries, Keppel Corp and Wilmar International (7:00)

    Produced by: Ben Paul, Ernest Luis & Lee Kim Siang

    Edited by: Adam Azlee

    Follow BT Mark To Market podcasts and rate us on:

    Channel: http://bt.sg/btmark2mkt

    Website: http://bt.sg/mark2mkt

    Feedback to: podcast@sph.com.sg

    Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser.

    ---

    Discover more BT podcast series:

    BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

    WealthBT Podcast at: http://bt.sg/btwealthbt

    BT Podcasts at: https://bt.sg/pcOM

    See omnystudio.com/listener for privacy information.