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A place for the Singapore investment community to share information, research and updates.
TikTok's Canada unit seeks judicial review of shutdown orders
https://www.channelnewsasia.com/business/tiktoks-canada-unit-seeks-judicial-review-shutdown-orders-4800086
Charge+ buys 140 EV chargers from 3 companies ceasing commercial charging services in Singapore
https://www.businesstimes.com.sg/singapore/charge-buys-140-ev-chargers-3-companies-ceasing-commercial-charging-services-singapore
[PREMIUM CONTENT] Morningstar raises SGX’s fair value, following Citi, Morgan Stanley, RHB
Read: https://link.theedgesingapore.com/XT9TExuJyF7r7GFdA
Download our app: edgesg.link/appdl
Charge+ acquires 140 EV chargers from 3 companies ceasing commercial charging services in Singapore
https://www.businesstimes.com.sg/singapore/charge-acquires-140-ev-chargers-3-companies-ceasing-commercial-charging-services-singapore
Morningstar raises SGX’s fair value, following Citi, Morgan Stanley, RHB
Read: https://link.theedgesingapore.com/XT9TExuJyF7r7GFdA
Follow us on: @theedgesg
Maybank downgrades rating on Malaysia property to ‘neutral’ on JS-SEZ delay, lack of new drivers
https://www.businesstimes.com.sg/international/asean/maybank-downgrades-rating-malaysia-property-neutral-js-sez-delay-lack-new-drivers
Suntec REIT cash offer of S$1.16. What should unitholders do?
https://growbeansprout.com/suntec-reit-cash-offer-2024
Economists raise Singapore’s 2025 growth forecast to 2.6%: MAS survey
https://www.straitstimes.com/business/economists-raise-singapores-2025-growth-forecast-to-2-6-mas-survey
🇺🇸 Trump’s inauguration to open opportunities?
Our discussions with UK and Europe-based clients last week focused on near-term opportunities and medium-term risks. Investors are underweight Asia now, but are ready to deploy capital in early 2025. Presently, investors are all-in with “Trump trades”. That includes long USD, long gold, long cryptos, long US stocks, and short US rates duration💲
A series of tactical trading opportunities could open up after Trump’s inauguration. Where do we see risks and potential gains?
CPF Special, MediSave and Retirement Accounts’ interest rate falls to 4% for Q1 2025
https://www.businesstimes.com.sg/companies-markets/cpf-special-medisave-and-retirement-accounts-interest-rate-falls-4-q1-2025
TikTok files legal challenge against Canada unit shutdown order
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/tiktok-files-legal-challenge-against-canada-unit-shutdown-order
Analysis:Rival LNG supplies, Sakhalin's depleting fields give Japan an exit from Russian gas
https://www.channelnewsasia.com/business/analysisrival-lng-supplies-sakhalins-depleting-fields-give-japan-exit-russian-gas-4799891
Markets counting on Fed to do 'the right thing': Strategist
https://www.cnbc.com/video/2024/12/11/markets-counting-on-fed-to-do-the-right-thing-strategist.html
Club Med owner shares jump 83% after Hong Kong take-private offer
https://www.businesstimes.com.sg/companies-markets/club-med-owner-shares-jump-83-after-hong-kong-take-private-offer
The Business Times (Youtube)
Lens on Daily: Headline news for Wednesday, December 11, 2024
Potential new US sanctions on Russia just before Trump's return, France's political upheaval, Syria's new transitional government, China's increased naval activity, and Singapore's improving adult skills.
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)
Recording engineer: Joann Chai Pei Chieh Produced and edited by: Claressa Monteiro Produced by: BT Podcasts, The Business Times,
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Singapore Office Focused REITs Comparison @ 10 December 2024
https://www.reit-tirement.com/2024/12/singapore-office-focused-reits.html
Japan's TopCon says it is exploring going private and other options
https://www.channelnewsasia.com/business/japans-topcon-says-it-exploring-going-private-and-other-options-4799766
Sustainable aviation fuel volumes growing, but ‘disappointingly slowly’: IATA
Read: https://link.theedgesingapore.com/ztFz2MxSjaoss9PD9
Follow us on: @theedgesg
Explainer-How likely is a Bank of Japan rate hike next week?
https://www.channelnewsasia.com/business/explainer-how-likely-bank-japan-rate-hike-next-week-4799976
OpenAI CFO thinks business users will pay thousands monthly for AI tools
Read: https://link.theedgesingapore.com/DF9bdeAzC5cytQog9
Follow us on: @theedgesg
Nippon Steel slams 'inappropriate' politics in US deal
https://www.channelnewsasia.com/business/nippon-steel-slams-inappropriate-influence-politics-takeover-deal-united-states-japan-4799926
Maybank downgrades rating on Malaysia property to ‘neutral’ on JS-SEZ delay, lack of new drivers
https://www.businesstimes.com.sg/companies-markets/maybank-downgrades-rating-malaysia-property-neutral-js-sez-delay-lack-new-drivers
Myanmar's economy to shrink as floods compound crisis, says World Bank
https://www.channelnewsasia.com/business/myanmars-economy-shrink-floods-compound-crisis-says-world-bank-4799916
Australia picks BP, Neoen projects in biggest renewables tender
Read: https://link.theedgesingapore.com/iLh4k3a7A1yuZMEq5
Follow us on: @theedgesg
Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
OpenAI CFO sees Trump as AI president, trusts Musk to prioritise national interest
https://www.channelnewsasia.com/business/openai-donald-trump-president-artificial-intelligence-elon-musk-4799651
Emerging Asia could be the 'next growth area': SGX
https://www.cnbc.com/video/2024/12/11/emerging-asia-could-be-the-next-growth-area-sgx.html
Google’s top lobbyist departs during continued regulatory scrutiny
Read: https://link.theedgesingapore.com/g4oeuPuUt1Am8Ssi7
Follow us on: @theedgesg
Club Med owner shares jump 83% after HK take-private offer
https://www.straitstimes.com/business/companies-markets/club-med-owner-shares-jump-83-after-hk-take-private-offer