Sasseur REIT: A mall partner that works with every sale, brand and consumer
Julian Wong - When picturing their investments, many who invest in REITs might call to mind office space in the business district, suburban malls in the heartlands, or industrial buildings and data centres clustered away from cities and urban areas. Rent is collected, leases are managed, occupancy is kept stable, ...
Pakistan central bank likely to hold rate at 11% as IMF flags inflation risks
KARACHI, Dec 12 : Pakistan's central bank is expected to retain interest rates at 11 per cent on Monday, a Reuters poll showed, as analysts push back rate-cut forecasts to late 2026 after the IMF warned inflation risks persist and policy must stay "appropriately tight".All 12 analysts ...
SoftBank eyes data centre group Switch as Son hunts for AI
Acquiring Switch would allow SoftBank to own a large portfolio of data centres outright
GSH Corporation’s pivot to Bitcoin mining: bold reinvention or risky detour?
Frankie Ho - GSH Corporation’s recent diversification into digital asset mining marks a key turning point for the Singapore-listed property group. Long focused on residential developments and hotels in Malaysia and China, GSH is now staking part of its future on a sector far removed from its core competencies. ...
‘Code red’ at OpenAI as the Google empire strikes back
Assif Shameen - Artificial intelligence (AI) chatbot ChatGPT officially turned three late last month. There was no uncorking of champagne bottles at its creator OpenAI’s headquarters in Mission Bay, San Francisco. Indeed, the mood was also sombre 72km away in Santa Clara, the home of the world’s largest firm, c ...
Why traditional identity checks are falling short in Asia Pacific’s digital economy
Nurdianah Md Nur - The one-time identity check that has anchored digital commerce for decades is cracking under the pressure of fraud driven by AI. Entrust’s 2026 Identity Fraud Report reveals that 82% of payment fraud attempts now occur after onboarding. Rather than breaching defences with forged documents, crimina ...
The AI rational bubble: Speculative speculation but existential necessity
Tong Kooi Ong & Asia Analytica - Is artificial intelligence (AI) in a bubble right now? It’s the question of the moment. Bubble theorists point towards a mix of alarming signs: dramatic market gains (Nvidia briefly breaching a US$5 trillion market cap in October); elevated valuations (see Chart 1); trillions of dollars, past and ...
Oil prices up on US-Venezuela tensions, but set for weekly decline
TOKYO, Dec 12 : Oil prices rose on Friday as the prospect of the U.S. intercepting more Venezuelan oil tankers deepened supply concerns, but remained on track for a weekly decline amid optimism over a possible Russia-Ukraine peace agreement.Brent crude futures rose 29 cents, or 0.5 per cent, to $61. ...
Oil on track for weekly loss on oversupply concerns
HOUSTON/LONDON, Dec 12 : Oil prices were little changed on Friday, and were on track for a weekly decline as investors focused on a supply glut and a potential Russia-Ukraine peace deal. Brent crude futures were up 4 cents at $61.32 a barrel, while U.S. West Texas Intermediate crude was up 11 cents ...
Oil inches lower on oversupply concerns, on track for weekly loss
LONDON, Dec 12 : Oil prices inched lower on Friday and were on track for a weekly decline as investors focussed on a supply glut and potential Russia-Ukraine peace deal, amid concerns over Venezuelan oil supply disruptions.Brent crude futures were down 19 cents, or 0.31 per cent, to $61.09 a barrel ...
Oil gains on Venezuelan supply concerns but remains on track for weekly loss
LONDON, Dec 12 : Oil prices rose on Friday, supported by concerns over Venezuelan supply disruptions, though they remained on track for a weekly decline as a supply glut and potential Russia-Ukraine peace deal remain in focus. Brent crude futures rose 33 cents, or 0.54 per cent, to $61.61 a barrel ...
Hongkong Land shares close 3.5% down following news of S$8 billion real estate fund
Shikhar Gupta - The new fund will be the biggest private real estate fund in Singapore
Hongkong Land shares jump 5.5% on news of S$8 billion real estate fund
Shikhar Gupta - The new fund will be the biggest private real estate fund in Singapore
Federated Hermes adopts contrarian approach to find opportunities in Asia ex-Japan
Samantha Chiew and Lin Daoyi - Jonathan Pines, lead portfolio manager for the Federated Hermes Asia ex-Japan Equity Fund, believes the region is poised to outperform developed markets as low valuations converge with improving fundamentals, particularly in China and South Korea. Despite market volatility and style rotations, his f ...
Franklin Templeton sees strong longevity in AI play but no bubble
Samantha Chiew - As Franklin Technology Fund marks its 25th anniversary, portfolio manager Matt Cioppa sees AI not as a passing theme but as the next foundational technology wave for markets. “We remain optimistic about tech over the next five years or so,” says Cioppa, as he elaborated that “foundational tech ...
Multi-year construction boom fires up investor interest
Teo Zheng Long - With the recent infrastructure upcycle and pandemic-induced cost pressures easing, construction companies have been attracting greater investor interest. Last year, total construction demand was $44.2 billion, double that at the pandemic trough of just over $20 billion. This year, the official proje ...
Top STI gainer DFI Retail lays down higher earnings targets, dividend payout
Teo Zheng Long - DFI Retail Group’s share price is a long way from its peak of more than US$13 back in 2013. Still, with a series of divestments of underperforming businesses and a recent commitment to meet higher financial targets, it is among the best-performing component stocks of the Straits Times Index year t ...
DBS raises Singtel target price to $5.71 on ‘sharp’ upside from data centre and stabilising mobile ARPU
Teo Zheng Long - DBS Group Research analyst Sachin Mittal has maintained his “buy” call on Singtel and lifted his target price from $5.04 to $5.71. In his Dec 11 report, Mittal explains that Singtel’s Singapore operation is expected to benefit from sector consolidation soon while Australia, India, Indonesia an ...
Broker's Digest: Sheng Siong, Nanofilm, Lincotrade & Associates, Singtel, Lum Chang Creations
The Edge Singapore - Sheng Siong Group Price target: DBS Group Research ‘hold’ $2.60 SG60 voucher tailwind priced in Chee Zheng Feng from DBS Group Research has downgraded Sheng Siong to “hold” with an unchanged target price of $2.60, as the analyst believes that the SG60 voucher tailwind has been priced in foll ...
Global EV sales growth slowest since Feb 2024 on China plateau, US policy changes
GLOBAL EV sales grew in November at the slowest rate since February 2024 as China plateaued, while the end of an EV...
Trump signs order aimed at curbing state AI laws
[WASHINGTON] US President Donald Trump on Thursday signed an executive order on artificial intelligence that will attempt to preempt a growing number...
Hongkong Land advances S$8 billion private real estate fund following Keppel Reit’s MBFC deal
Deon Loke - It is expected to launch with an AUM more than double the value of the seed portfolio provided by Hongkong Land
Hongkong Land hives off MBFC Towers 1 and 2, One Raffles Quay into new S$8 billion Singapore real estate fund
Deon Loke - New fund will be Singapore’s biggest private real estate fund and is part of group’s aim to grow its AUM to US$100...
Hongkong Land pumps MBFC Towers 1 and 2, One Raffles Quay into new S$8 billion Singapore real estate fund
Deon Loke - New fund will be Singapore’s biggest private real estate fund and is part of group’s aim to grow its AUM to US$100...
Hongkong Land hives off MBFC Towers 1 and 2, One Raffles Quay into new S$8 billion Singapore private fund
Deon Loke - New fund will be Singapore’s biggest private real estate fund; move follows divestments of other major assets
Stocks to watch: Sembcorp, CDL, UOL, GuocoLand, Seatrium, Singtel, Hongkong Land
Deon Loke - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Dec 12):
Sembcorp’s Alinta Energy buy: One step forward on earnings, two steps back on emissions?
Shikhar Gupta - Sembcorp says acquisition driven by Alinta’s renewables pivot and not by its Loy Yang B coal-fired power station
Reddit files lawsuit against Australia’s social media ban
[SYDNEY] Message board website Reddit on Friday filed a lawsuit asking the High Court to overturn Australia’s social media ban for people...
Graphic: a timeline of the Hao Mart-OG clash
Chloe Lim - [SINGAPORE] Food and dining-focused mall Taste Orchard has made its waves in the news – from empty units to legal battles among...
Lululemon CEO McDonald to step down, shares rise 10%
LULULEMON Athletica said that CEO Calvin McDonald was leaving the company without a replacement and raised its annual profit forecast, sending shares...
Australia clears Hanwha's bid to raise stake in shipbuilder Austal
SYDNEY, Dec 12 : Australia said on Friday it would not oppose a proposal by Korea's Hanwha to increase its stake in Australian shipbuilder Austal to 19.9 per cent from 9.9 per cent, but the deal will be subject to strict conditions over data information and security."It follows a thorough ...
Australia approves Hanwha's larger stake in Austal with strict conditions
SYDNEY, Dec 12 : Australia said on Friday it would not oppose a proposal by Korea's Hanwha to nearly double its stake in Australian shipbuilder Austal, but the deal will be constrained by strict conditions covering data access and security.Treasurer Jim Chalmers said the decision to allow the S ...
Reddit files lawsuit against Australia's social media ban
SYDNEY, Dec 12 : Reddit on Friday filed a lawsuit in Australia's top court challenging the country's social media ban and will ask the court to overturn the company's inclusion in the law."This law has the unfortunate effect of forcing intrusive and potentially insecure verificat ...
TerraUSD creator Do Kwon sentenced to 15 years over US$40 billion crypto collapse
Kwon pleaded guilty in August to two counts, conspiracy to defraud and wire fraud
