Asean-6: From disruption to advantage
Radhika Rao and Chua Han Teng - Supply-chain shifts triggered by evolving US tariff regimes shaped the Asean-6 landscape in 2025. As production networks realign and investment deepens, 2026 will emerge as a defining year for translating trade disruption into a strategic advantage. While the dominant view around mid-2025 was that t ...
GCMD orchestrates funds for US$20 bil vessel retrofit market
Lin Daoyi - Lynn Loo wears multiple hats: a professor of engineering at Princeton University, a co-founder of start-ups and, in yet another role as CEO of the Global Centre of Maritime Decarbonisation (GCMD), she relishes the task of bringing together multiple stakeholders to help the notoriously complex and sp ...
RHB keeps ‘buy’ on Raffles Medical Group citing potential earning growth in 2HFY2025
Teo Zheng Long - RHB Group Research's Shekhar Jaiswal is reiterating his "buy" call on Raffles Medical Group (SGX: BSL ) with an unchanged target price of $1.15. In his Jan 23 report, Jaiswal states that Raffles Medical offers exposure to a “high-quality Singapore healthcare compounder” with impro ...
Amid $100 bil construction boom, SGX’s steel sector buzzes with acquisitions and family fights
Teo Zheng Long - In our recent article on the exciting state of the local construction sector (Multi-year construction boom fires up investor interest, Issue 1219, Dec 15, 2025), we discussed the infrastructure upcycle that has led to greater investor interest in construction companies. Apart from construction playe ...
UOB Kay Hian gets ‘direct leverage’ from broadening market, says Macquarie
The Edge Singapore - As the Straits Times Index (STI) makes new highs regularly amid higher volumes, a direct beneficiary is UOB Kay Hian Holdings (SGX: U10 ) , one of the largest brokers in town. Besides its Singapore base, the brokerage has a significant presence in Hong Kong and Malaysia. From the perspective of Macq ...
Surging memory chip prices dim outlook for consumer electronics makers
GLOBAL demand for smartphones, personal computers and gaming consoles is expected to shrink this year as companies from Britain’s Raspberry Pi to...
Brokers' Digest: DFI Retail, Marco Polo Marine, iFast, Soilbuild, CSE Global
The Edge Singapore - DFI Retail Group Price target: UOB Kay Hian ‘buy’ US$5.30 Bolder targets and greater expectations UOB Kay Hian’s Adrian Loh has raised his target price for DFI Retail Group (SGX: D01 ) to US$5.30 ($6.82) from US$4.30, following the company’s “bolder” targets for sales and capital returns ...
Price of office space falls 2.1% in 2025 but rents rise 0.3%: URA
Jovi Ho - Prices of office space decreased by 0.7% in 4Q2025, compared with the 0.2% decrease in the previous quarter. Meanwhile, rentals of office space increased by 0.4% in 4Q2025, compared with the 0.1% decrease in the previous quarter. For the whole of 2025, prices of office space decreased by 2.1%, compa ...
SGX seeks public feedback on reduction of board lot sizes
Chloe Lim - If the market supports the changes, they will be implemented mid-2026
SGX seeks public feedback on changes to board lot sizes
Chloe Lim - The move is to enhance accessibility and broaden participation
Core Central Region and landed properties lead private residential price rise in 2025: URA
Jovi Ho - The overall private residential price index increased at a more modest pace of 0.6% in 4Q2025, compared to an increase of 0.9% in 3Q2025. For 2025 as a whole, the price index rose by 3.3%, moderating from the 3.9% increase in 2024, marking the smallest full-year increase since 2020. About 2,000 priv ...
Co-living operator The Assembly Place opens 34.8% above IPO price in Catalist debut
Therese Soh - It rises 45.7% above its initial public offering price to S$0.335 in early trade
The Assembly Place opens 37% above IPO price in Catalist debut
Therese Soh - It opens at S$0.315 with some 3.7 million shares changing hands
The Assembly Place opens 34.8% above IPO price in Catalist debut
Therese Soh - It rises 45.7% above its initial public offering price to S$0.335 in early trade
Tariff risks vs AI boom: S-E Asia’s semiconductor stocks diverge but upside ahead
Shikhar Gupta - Investors mull over a mix of factors, but analysts indicate target prices that are mostly higher
Some semiconductor stocks slump as investors short some names, but analysts give higher upside
Shikhar Gupta - Investors mull over a mix of factors, but analysts cite target prices that are mostly higher
Tariff risks vs AI boom: S-E Asia’s semiconductor stocks diverge but upside’s ahead
Shikhar Gupta - Investors mull over a mix of factors, but analysts indicate target prices that are mostly higher
TikTok strikes deal for new US entity, ending long legal saga
The agreement resolves existential questions about the company’s future
TikTok reaches deal for new US joint venture to avoid American ban
WASHINGTON: TikTok's Chinese owner, ByteDance, finalised a deal on Thursday (Jan 22) to set up a majority American-owned joint venture company to avoid a US ban on the popular social media app used
The Assembly Place CEO: Scaling from 6 to 10,000 keys through community
Julian Wong - CEO Eugene Lim explains how a simple experiment in shared living grew into Singapore’s largest community-living operator according to an industry report by Knight Frank as set out in TAP’s offer document, revealing why community, cash flow discipline, and an asset-light model sit at the centre o ...
Anatomy of a scam empire: Brains and businesses behind Chen Zhi’s network centred in Cambodia
Goh Ruoxue - The Business Times unravels the tangled web of sanctioned collaborators, accused associates and entities, using Handshakes data
Anatomy of a scam empire: The Chen Zhi network, centred in Cambodia
Goh Ruoxue - The Business Times unravels the brains, businesses and brass plates behind a sweeping fraud crackdown, using Handshakes data
Anatomy of a scam empire: The brains, businesses and brass-plates behind the Chen Zhi network
Goh Ruoxue - BT unravels the tangled web of sanctioned collaborators, accused associates and entities with Handshakes data
Private home prices up 0.6% in Q4 for full-year gain of 3.3%, lower than estimated
Ry-Anne Lim - The growth is led by landed properties
HDB resale price growth eases to 2.9% in 2025; slowest since 2019
Chong Xin Wei - The housing board will launch about 19,600 BTO flats across three sales exercises in 2026
EU wants US trade deal back on track, but warns it would defend itself if threatened again
[BRUSSELS] EU leaders heaved a sigh of relief over Donald Trump’s U-turn on Greenland as they met for an emergency summit in...
Malaysia’s strong ringgit squeezes export reliant glove makers
Strategists say the currency is poised to extend gains in 2026
Japan's factory activity returns to growth after seven months, PMI shows
TOKYO, Jan 23 : Japan's manufacturing activity expanded in January for the first time in seven months, buoyed by the biggest rise in new export orders in more than four years, a private-sector survey showed.The S&P Global flash Japan Manufacturing Purchasing Managers' Index (PMI) incre ...
Bitwise and Proficio Capital Partners ETF targets gold, metals, bitcoin as alternative to currencies
Jan 22 : As geopolitical tensions soar and government debt loads rise in many nations, digital assets investment firm Bitwise and Proficio Capital Partners, a division of a Florida-based multi-family office, are rolling out an exchange-traded fund designed to invest in alternatives to the dollar an ...
Stocks to watch: Prudential, Keppel, Suntec Reit, Aztech Global, The Assembly Place
Deon Loke - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Jan 23):
Stocks to watch: Prudential, Keppel, Suntec Reit, Aztech Global
Deon Loke - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Thursday (Jan 22):
Crocs bets US$150 clogs shaped like Lego bricks will generate buzz
The casual footwear maker needs a new hit as the rapid growth of recent years fades
HSBC steps up Asia-for-Asia strategy with its corporate and institutional banking business in Singapore
Samantha Chiew - A longstanding part of Asia’s commercial fabric, HSBC is sharpening how it grows and supports businesses in the region through its corporate and institutional banking (CIB) business in Singapore. The city-state is a gateway to Southeast Asia, bridging capital, talent and trade, and its corporates ...
Danantara shifts into deployment era with US$12 billion war chest
A global bond sale is also being targeted as Indonesian sovereign wealth fund scales up deployment
