10392
A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Investors should explore long-term opportunities outside megacap tech, says Matt Powers
Matt Powers, Powers Advisory Group managing partner, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunities right now, takeaways from earnings season, and more.
CNBC Television (Youtube)
Supino: Netflix can rightly claim it won the streaming wars.
Peter Supino, Managing Director & Senior Analyst at Wolfe Research, discusses Netflix's subscriber growth and engagement trends. While subscribers are up, he notes that engagement has declined due to the impact of the paid sharing program, which has led some password sharers not to convert to subscriptions.
CNBC Television (Youtube)
Odland: Consumer spending is crucial; it makes up 70% of GDP.
Steve Odland, President & CEO of The Conference Board, discusses the significance of retail sales reports for understanding consumer behavior. He notes that retail sales are expected to increase, reflecting strong consumer spending, which accounts for 70% of GDP.
The Edge Singapore
S.F Express launches facility with SATS in Singapore https://t.co/1VUI4MjcWM
tweet
The Edge Singapore
Singapore never got to see its own spac frenzy https://t.co/GvdV2WXpjd
tweet
The Edge Singapore
SGX RegCo lifts moratorium against UOB Kay Hian https://t.co/6ig6HXBwAF
tweet
The Edge Singapore
Financial commentators are sulking over China https://t.co/KbxSMWk1pi
tweet
The Edge Singapore
Making the Singapore market great again https://t.co/k5B9gTrMHe
tweet
The Edge Singapore
Briefs: Allianz to consider revisions to Income deal; FIH closes 4.5% down in first trading day; Thailand cuts rates https://t.co/eVxoSONwby
tweet
The Business Times (Youtube)
Dubai-based group to take over and rebrand Hotel Fort Canning
Dubai-based Sunset Hospitality Group is expanding globally by taking over the lease of Hotel Fort Canning Singapore from Legends Fort Canning, which is linked to Eng Wah Global. The hotel will be rebranded as Mett Singapore by Q3 2025.
Read more: https://bt.sg/aHrJ
Support us:
https://subscribe.sph.com.sg/publications-bt/
The Edge Singapore
42% of Singapore respondents will only start planning for retirement within five years of their planned retirement date https://t.co/22YTx6FXVH
tweet
Email feed
DBS VICKERS Daily Newsletter | 17 October 2024
SGinvestors.io on Facebook
Singapore REITs Recent Declines After Q3 Rally | SGX My Gateway
♻️ In 1H24, the S-REIT Sector saw S$1.07 billion in net institutional outflows. Since then, 16% of this has been reversed with net inflows in 2H24 up to October 15.
The 3 trusts of the Sector that have more than reversed 1H24 net institutional outflow with net institutional inflow in 2H24 to Oct 15 include
#AcrophyteHospitalityTrust (SGX:XZL),
#SuntecREIT (SGX:T82U) and
#OUEREIT (SGX:TS0U).
Meanwhile, #KeppelDCREIT (SGX:AJBU) reversed 97% of its 1H24 net institutional outflow, #CromwellEuropeanREIT (SGX:CWBU) reversed 75%, #MapletreePanAsiaCommercialTrust (SGX:N2IU) reversed 57%, #CapitaLandIndiaTrust (SGX:CY6U) reversed 43%, while #KeppelREIT (SGX:K71U) has reversed 40%.
See S-REITs share price performance @ https://sginvestors.io/market/sgx-share-price-performance/s-reits-sector
https://sginvestors.io/sgx-mygateway/2024/10/singapore-reits-recent-declines-after-q3-rally
#Singapore #StockMarket #REITs
#SREIT #FundFlow
https://external-dus1-1.xx.fbcdn.net/emg1/v/t13/7384429818659642688?url=https%3A%2F%2Fresources.sginvestors.io%2Fsgx-mygateway%2Fimg%2F241016-singapore-reit-index-correlation-with-fed-fund-futures.png&fb_obo=1&utld=sginvestors.io&ccb=13-1&stp=dst-emg0_fr_q75&ur=50234c&_nc_sid=64c8fc&oh=06_Q399hzsvOqzrkzCBB_Nt-mIFimQhCuTSmk4CBRD2XH-Y7qI&oe=67129E5C
Over the past 4 weeks, the iEdge S-REIT Index declined 2.1% after a rally anticipating the 50 bps rate cut on Sep 18, with a total 3Q24 gain of 17.5%. In the S-REIT Sector, Acrophyte Hospitality Trust saw the highest 2H24 to Oct 15 net institutional inflow relative to market cap, driven by transacti...
The Edge Singapore
Net-zero window 'rapidly closing' for APAC; US$2.3 tril needed annually until 2030: GenZero https://t.co/BRlRZT3iRi
tweet
The Edge Singapore
Huawei suppliers face effort by US lawmakers to block chip gear https://t.co/iY1XWhKM7E
tweet
CNBC Television (Youtube)
Wieting: Opportunities will arise from the election results.
Steven Wieting, Chief Investment Strategist & Chief Economist at Citi Wealth, emphasizes patience in the distorted market leading up to the U.S. elections, suggesting past election cycles often result in relief rallies.
The Edge Singapore
Wee Hur clarifies reports on potential sale of Australian PBSA business https://t.co/0jcqvPG3xQ
tweet
CNBC Television (Youtube)
Zaman: We're looking at the pullback in an opportunistic manner.
Aadil Zaman, Partner at Wall Street Alliance Group, advises investors to view market pullbacks as opportunities, shifting focus from tech to consumer-driven sectors like American Express and Home Depot.
The Edge Singapore
FLCT to acquire Singapore logistics property for $140.3 mil https://t.co/EFlw8M1nZZ
tweet
The Edge Singapore
The value of remaining listed on SGX https://t.co/D6vnxnXFa4
tweet
The Edge Singapore
Beholding the fundamentals https://t.co/gnwYm2U5rs
tweet
The Edge Singapore
Boustead Singapore secures $156 mil green loan from UOB for redevelopment of its logistics warehouse https://t.co/nbrJNghi5r
tweet
The Edge Singapore
Citi maintains ‘buy’ on ST Engineering at TP of $5.12 on order book growth potential https://t.co/L7soJ6gSWK
tweet
The Edge Singapore
Hong Kong regains title as world’s freest economy from Singapore, researcher says https://t.co/j8pKByoOat
tweet
The Edge Singapore
StarHub emerges as DBS’s telco pick; telco expected to benefit from lower transformation costs https://t.co/4bHRJFHZj7
tweet
The Edge Singapore
Thai rate cut bodes well for rally in stocks, says bourse chief https://t.co/3KzYufmnOq
tweet
The Edge Singapore
Chinese stocks slide into correction as stimulus hopes wane https://t.co/eSBAfOj9Yq
tweet
The Business Times (Youtube)
Lens On Daily: Headline news for Thursday, October 17, 2024
The mayor of a major town in south Lebanon was among 16 people killed; Australia’s net employment surged 64,100 in September from August; MPs debate the move to halt German insurer Allianz’s planned offer for Singapore’s Income Insurance and Singapore’s key exports continued its upward climb.
Synopsis: A round up of global headlines to start your day by The Business Times.
Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg (mailto:claremb@sph.com.sg) )
Recording engineer: Joann Chai Pei Chieh
Produced and edited by: Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
---
Follow Lens On Daily and rate us on:
Channel: bt.sg/btlenson (http://bt.sg/btlenson)
Amazon: bt.sg/lensam (http://bt.sg/lensam)
Apple Podcasts: bt.sg/lensap (http://bt.sg/lensap)
Spotify: bt.sg/lenssp (http://bt.sg/lenssp)
YouTube Music: bt.sg/lensyt (http://bt.sg/lensyt)
Website: bt.sg/lenson (http://bt.sg/lenson)
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Mark To Market at: bt.sg/btmark2mkt (https://bt.sg/btmark2mkt)
WealthBT at: bt.sg/btpropertybt (https://bt.sg/btpropertybt)
PropertyBT at: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Money Hacks at: bt.sg/btmoneyhacks (https://bt.sg/btmoneyhacks)
BT Market Focus at: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Podcasts at: bt.sg/podcasts (https://bt.sg/podcasts)
BT Branded Podcasts at: bt.sg/brpod (https://bt.sg/brpod)
BT Lens On: bt.sg/btlenson (http://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
The Edge Singapore
The search for global-minded CTOs amidst a talent crunch https://t.co/oyZQao5PRe
tweet
