Stocks

So I’ve had some time to digest the Keppel Offshore & Marine (O&M) + Sembcorp Marine merger, and I wanted to share fuller thoughts. Basics:...

So… Keppel and Sembcorp Marine both called for trading halts this morning. That’s when you know something big is brewing, and boy was it big. Keppel...

It’s been a while since we’ve done a deep dive into a company. So let’s remedy that today – with a classic Singaporean favourite: ST...

Note: This article is a premium article that first appeared on Patron.  I received a bunch of great questions from my Patron members recently! This post...

Now I talk a lot REITs, banks and GLCs on Financial Horse. But I realise I’ve never done a dedicated post on growth stocks. Growth stocks...

So… SIA is back for more cash. After raising $7.7 billion in 2020, they’re now trying to raise another $6.2 billion. SIA’s 2021 Rights Issue The 2021...

Thanks for all readers who helped share views on the SPH valuation I did over the weekend. It turns out the one big piece of...

What a week it’s been for SPH! They started the week planning to announce a big strategic restructuring that would turnaround the company. And they ended...

In case you missed it – Grab just announced that they will IPO later this year via a SPAC (Altimeter Growth Corp) I’ve had a...

In case you missed it, CapitaLand announced a really big restructuring / privatization of their development business on Monday. It’s like fine wine, because the...

So… CapitaLand called for a trading halt this morning…. for CapitaLand, all the CapitaLand REITs, Ascendas REIT, and Ascott REIT. That’s when you know something...

I came across this Straits Times article recently: SIA shares surge to highest since last March Stock up 5.9% to $4.65; observers see rise as a...

Quite a few of you have asked that we do a piece on City Developments Limited (CDL) and the entire Sincere saga. It’s a great...

So I had an article on CDL prepared for this weekend. Research on the Sincere saga all done and dusted. But come on – who...

Note: This article is a premium article that first appeared on Patron. Making it available given the unprecedented nature of this situation. If you...