BT Mark To Market

Dec 02 2024 51 ep. 15 mins 18

BT Mark To Market Podcast artwork

Listen to logical analysis and insight on market trends and corporate issues in Singapore. Hosted by Ben Paul. A podcast of BT Correspondents.

Produced by BT Podcasts, The Business Times, SPH Media.

Copy RSS

Subscribe on Podcast Addict

S1E50: Understanding DBS' recent share buyback and CEO's stock sale: BT Mark to Market

Dec 02 2024 16 mins

Is the problem simply the timing of the CEO’s share sales? Or, should we also be concerned that share-based pay does not properly incentivise top executives? Why do companies repurchase their shares in the first place? Senior correspondent Ben Paul offers some answers. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues i

S1E49: The big takeover - Hanwha's high-stakes move on Dyna-Mac Holdings: BT Mark to Market

Nov 04 2024 14 mins

The IFA appointed by Dyna-Mac to assess the offer from the Hanwha group compared the deal to precedent “non-privatisation” transactions. Senior correspondent Ben Paul explains why this raises questions. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in

S1E48: How MAS plans to spark market magic: BT Mark to Market

Sep 30 2024 14 mins

A national effort to revive the Singapore market is now underway. But is the review group formed by MAS focusing on the right issues? Senior correspondent Ben Paul analyses the unfolding story. Synopsis: Listen to senior correspondent 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

S2Because great reads should be heard: BT Correspondents

If you’ve been a fan of the podcasts Mark to Market, Wealth BT and Property BT - they are moving to a new listing! BT Correspondents! Look for episodes every Tuesday from October! All the insights and analysis in market trends, property, wealth and soon mobility too. Powered by The Business Times journalism of Genevieve Cua, Leslie Yee, Ben Paul and Derryn Wong. Because great re

S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)

Sep 08 2024 14 mins

Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore

S1E46: Singtel calling: BT Mark to Market (Ep 46)

Aug 11 2024 12 mins

Singtel had to cut its dividend during the pandemic and pursue a strategic reset. Now, its shares are bouncing back. Ben Paul explains what happened, and corrects an epic blunder he made in a recent column. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in

S1E45: Keep calm and carry on, in Singapore: BT Mark to Market (Ep 45)

Jul 07 2024 14 mins

Shifting economic thinking and geopolitical tensions is making the world more dangerous for big companies and investors. But Fed rate cuts, reverse globalisation and value-unlocking restructurings could spur relatively undervalued stocks in Singapore. Ben Paul explains why. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issue

S1E44: ARA H-Trust, Cromwell E-Reit get new sponsors: BT Mark to Market (Ep 44)

Jun 09 2024 13 mins

Control of ARA H-Trust and Cromwell E-Reit has passed to new sponsor groups. What drove the transactions? Will the deals boost the depressed market value of the two property trusts? Senior correspondent Ben Paul delves into the story. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series ba

S1E43: SGX RegCo focuses on shareholder value: BT Mark to Market (Ep 43)

May 12 2024 24 mins

SGX RegCo is trying to remove impediments to shareholder-requisitioned EGMs, to subject companies to greater market discipline. Its CEO Tan Boon Gin talks to BT’s Ben Paul about how this aligns with the larger goal of boosting shareholder value and creating a more vibrant market. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corpora

S1E42: Reits are under pressure. Is it time to invest? BT Mark to Market (Ep 42)

Apr 07 2024 24 mins

Higher interest rates and the reduced availability of debt is weighing on the whole Reit sector. Should investors look for winners among the biggest losers in the sector? Or, among the ones that have sustained their performance? BT’s Ben Paul and Raphael Lim offer some answers. Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate