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The Greywoodie ShowCome to CAPITALAND Pipe Show 6/21/25Message us if you want, or don't. Late in releasing this episode because we have a lot to do and honestly I forgot to edit and post it, but here it is. This week Nathan and Eugene talked about stuff, and alsoCAPITALAND PIPE SHOW IS THIS SATURDAY 6/21/25 AND YOU BEST BE SHOWING UP FOR IT. Enjoy. Support the show Questions or comments? Freel fee to submit them to our facebook group: https://www.facebook.com/groups/1247125679194697or on the Discord server at:htt...2025-06-171h 18
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Trump threatens to impose unilateral tariffs on partners, Asian market reaction; Meta reportedly poaches top engineers from multiple tech firms; Grab prices and increases convertible notes offering to US$1.5B; CapitaLand Investment, Aspen to watchSingapore shares nudged higher today amid fluctuations in Asia. The Straits Times Index was up 0.09% at 3,922.67 points at 11.50am with a value turnover of S$521.47M seen in the broader market. In terms of companies to watch, we have CapitaLand Investment, after the manager of CapitaLand China Trust today proposed the establishment and listing of a publicly traded infrastructure securities investment fund, CapitaLand Commercial C-Reit, on the Shanghai Stock Exchange. Elsewhere, from US President Donald Trump’s threats to impose unilateral tariffs on partners in the next two weeks, to Grab announcing today an...2025-06-1214 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Asian markets react to higher US steel, aluminium duties; Expectations ahead of US May ISM Services PMI release; South Korean stocks, won surge on the back of Presidential election results; Australia’s real GDP up 0.2% in March quarter; CapitaLand Investment, Nio to watchSingapore stocks fell this morning as all eyes remained on the heightened trade tensions between US and China. The Straits Times Index was down 0.31% at 3,882.17 points at 10.51am Singapore time, with a value turnover of S$318.86M seen in the broader market. In terms of counters to watch today, we have CapitaLand Investment. That’s after the manager of CapitaLand Malaysia Trust, a CapitaLand Investment subsidiary, yesterday proposed a placement of up to 435.4 million new units to raise gross cash proceeds of up to RM250 million (S$75.8 million). Meanwhile, from Chinese electric vehicle maker...2025-06-0414 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Simmering US-China tensions in focus; Gold edges up to hit near four-week high; China’s factory activity shrinks for the first time in 8 months in May; CapitaLand Ascendas Reit, Oxley Holdings to watchSingapore shares nudged above the flatline early on as investors continue to mull the state of the global economy. The Straits Times Index was up a marginal 0.05% at 3,892.44 points at 10.40am Singapore time, with a value turnover of S$398.81M seen in the broader market. In terms of companies to watch today, we have CapitaLand Ascendas Reit, after the manager said today that it received in-principle approval for the listing and quotation of up to 202.4 million new units of CapitaLand Ascendas Reit on the mainboard of the Singapore Exchange yesterday. Elsewhere, from China’s f...2025-06-0312 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: US trade court blocks Trump’s “Liberation Day” tariffs; Nvidia’s forecast beating results; Meta AI bot used a billion times monthly; CapitaLand Ascendas Reit, SeatriumSingapore stocks rose this morning, after a US trade court blocked US President Donald Trump’s “Liberation Day” tariffs from going into effect. The Straits Times Index (STI) opened 0.2 per cent higher at 3,919.48 points after 102.5 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Ascendas Reit. The company reported today that it has raised S$500 million from a private placement of 202.4 million units priced at S$2.47 each. Meanwhile, from Nvidia’s forecast beating earnings, to Meta chief Mark Zuckerberg touted the tech giant’s generative artificial...2025-05-2915 min
Cool VectorData Centers in India 'Very Strategic' for Hyperscalers and Investors, Says CapitaLand InvestmentCapitaLand is building four major data centers in India, taking advantage of what Managing Director Surajit Chatterjee describes as a huge population underserved by digital infrastructure, a supportive government and keen hyperscaler interest in the country.
In an interview with Cool Vector, Chatterjee details the thesis behind CapitaLand's data center strategy in India as well as the macro conditions he argues make the country a prime destination for digital infrastructure investment.
Among the key takeaways from the interview:
• CapitaLand is pursuing a large-campus, hyperscaler-first strategy in India, leveraging its real estate and energy expe...2025-05-2718 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Beijing condemns new US warnings on use of AI chips made in China; Nvidia’s CEO Jensen Huang praises Trump’s move to scrap some AI export curbs; Singapore’s central bank chief on US dollar-based assets; US tax bill in focus; CapitaLand Investment, City Developments to watchSingapore shares were lower today as traders continue to mull the state of the global economy. The Straits Times Index was down 0.2% at 3,874.68 points at 1.54pm Singapore time, with a value turnover of S$673.51M seen in the broader market. In terms of companies to watch, we have CapitaLand Investment, after the global real asset manager today announced the launch of its first onshore master fund in China, the CLI RMB Master Fund. Elsewhere, from Nvidia’s CEO Jensen Huang praising US President Donald Trump’s move to scrap some AI export curbs to Si...2025-05-2112 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: China’s government reportedly considering suspending 125% tariffs on some US imports; Results from Intel, Alphabet; IMF cuts GDP growth forecast for Singapore this year; SIA’s partnership with OpenAI; CapitaLand Integrated Commercial Trust, Suntec REIT to watchSingapore shares were little moved today, after ending the previous session flat. The Straits Times Index was up 0.07% at 3,834.77 points at about 12.26pm Singapore time with a value turnover of S$801.09M in the broader market. In terms of counters to watch today, we have CapitaLand Integrated Commercial Trust after it posted net property income (NPI) of S$291.5 million for Q1 FY2025, a 0.8 per cent drop from the previous corresponding period. Elsewhere, from China reportedly considering suspending its 125 per cent tariff on some US imports to how Singapore Airlines has partnered OpenAI to de...2025-04-2515 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: TSMC logs forecast beating 60% surge in quarterly profits; Tokyo’s trade negotiations with the US, Powell’s comments in focus; Stargate reportedly weighing future investment in the UK; Singapore’s NODX up 5.4% yoy in March; CapitaLand Investments’ launches its first Reit in China; Keppel DC Reit’s Q1 DPU up 14.2% yoySingapore stocks moved higher today, tracking gains across Asian markets. The Straits Times Index rose 1.26% to 3,708.44 points at about 2.18pm Singapore time with a value turnover of S$872.35M in the broader market. In terms of companies to watch, we have CapitaLand Investment, after the real estate investment manager announced that it intends to launch its first real estate investment trust (Reit) in China, to be named CapitaLand Commercial C-Reit. Elsewhere, from how Taiwan Semiconductor Manufacturing Company logged a forecast-beating 60 per cent leap in quarterly profit to project Stargate reportedly weighing a future in...2025-04-1714 min
Your Money with Michelle MartinMarket View: CK Hutchison, BlackRock, Xiaomi, Baidu, Didi, BYD, Tesla, Nvidia, Alphabet, Nio, Grab, GoTo, ST Engineering, Seatrium, Genting Singapore, Hong Kong Land, CapitaLand Integrated Commercial Trust, Frasers Centrepoint TrustJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks a political storm surrounding CK Hutchison’s $19B port sale to BlackRock and China’s regulatory pushback. Xiaomi’s revenue jumps 50%, while Baidu surges on AI breakthroughs. BYD’s rapid charging tech sends Tesla lower, and Nvidia investors react to its latest AI chip announcements. Plus, a major cybersecurity deal for Alphabet, Nio’s battery-swapping network, and Grab’s potential GoTo acquisition. In local markets, STI gains, led by Seatrium and Genting Singapore, while Capita...2025-03-2019 min
Your Money with Michelle MartinMarket View: Rolls-Royce, City Developments, Nvidia, Dell, WPP, Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, APAC Realty, CapitaLand Investment, ST EngineeringJoin Michelle Martin on her tour of markets! It’s red across the screen as Asia-Pacific markets tumble following a Wall Street sell-off. Listen in as Michelle Martin with Ryan Huang, dive into Rolls-Royce’s soaring stock, the Kwek family saga shaking City Developments. Hear about Nvidia’s sharp drop from the $3 trillion club. Plus, Dell’s $9 billion backlog, WPP’s advertising struggles, and a look at Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, and APAC Realty. Finally, local markets move as CapitaLand Investment and ST Engineering rally.See omnyst...2025-02-2827 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Nvidia’s Q4 revenue up 78% yoy; Trump on tariffs on EU; Hong Kong main stock index crosses above 24,000 points; Saga surrounding CDL; Yangzijiang Shipbuilding’s 2H net profit up 50.5% yoy; CapitaLand Investment’s 2H net profit of S$148MSingapore shares dipped at about 2pm today as investors continued to mull earnings from notable names including ST Engineering, CapitaLand Investment, and Yangzijiang Shipbuilding. The STI was down 0.08% at 3,904.89 points then with a value turnover of S$1.08 billion in the broader market. In terms of companies to watch, we have Yangzijiang Shipbuilding. The group reported a net profit of 3.6 billion yuan (S$659.3 million) for the second half ended Dec 31, which is 50.5 per cent higher than the corresponding year-ago period. Elsewhere, from more on the ongoing saga surrounding City Developments Limited, to a solid s...2025-02-2714 min
Your Money with Michelle MartinMarket View: City Developments, Nvidia, CapitaLand, Sembcorp, ST Engineering, GM, Stellantis, Anheuser-Busch InBev, Mixue, Yangzijiang, Centurion, Ho Bee Land, Seatrium, Hongkong LandJoin Michelle Martin on her tour of markets! Michelle Martin and Ryan Huang, unpacks the family feud shaking City Developments and its empire. Sherman Kwek and Kwek Leng Beng are in the centre of allegations of a "power grab"and the possible circumvention of corporate governance. The crisis at CDL, and the succession battle of a family empire that spans 18 billion dollars worth of property development, is examined. Then, Nvidia’s blockbuster earnings take center stage - has the AI-chipmaker quelled investor concerns? Local giants CapitaLand, Sembcorp, and ST En...2025-02-2723 min
Your Money with Michelle MartinMarket View: DBS, CapitaLand Ascott Trust, CapitaLand India Trust, Mapletree Logistics Trust, Suntec REIT, BP, BYD, Apple, Bank of America, McDonald's, Coca-Cola, Marriott, MGM Resorts, Biogen, Wynn Resorts, GE HealthcareJoin Michelle Martin on her tour of markets! DBS posts record earnings and announces new dividends - what does this mean for investors? CapitaLand Ascott Trust, CapitaLand India Trust, and Mapletree Logistics Trust see director buy-ins, while Suntec REIT’s takeover bid fails. In global markets, activist investor Elliott builds a stake in BP, while BYD surges on smart-driving tech. Apple faces UK government scrutiny, and Bank of America sees Warren Buffett’s possible exit. Plus, a preview of earnings from McDonald’s, Coca-Cola, and more.See omnystudio.com/listen...2025-02-1015 min
Investor ExchangeFinancial Comeback: Inside CapitaLand Ascendas 2024 REIT PerformanceIn this episode, we delve into the financial journey of CapitaLand Ascendas REIT in 2024. We explore their massive turnaround from a loss in 2023 to substantial gains, investigating the strategic property sales in Australia and Singapore that played a key role. Lower finance costs and savvy portfolio management also contributed to their success.
We discuss the impact of global market trends on their portfolio, with a spotlight on logistics, supply chain management, and data centers. As we examine their diverse tenant mix across different regions, we consider the potential risks and rewards in the ever-evolving economic landscape.
2025-02-0609 min
Your Money with Michelle MartinMarket View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, MicrostrategyJoin Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street. Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand China Trust, Ford, and Disney, examining their business outlooks. LG CNS' IPO stumble in South Korea sparks debate over AI hype and market liquidity. Qualcomm, Toyota, Novo Nordisk, GSK, SGX, and Microstrategy headline earnings in our UP or DOWN segment. Plus, you hear a Super Bowl ad preview. See omnystudio.com/listener for privacy information.2025-02-0621 minInvestor ExchangeStrategic Growth: CapitaLand Integrated Commericial Trust's Acquisition of ION Orchard and Portfolio OptimisationIn this episode, we delve into the financial world of CapitaLand Integrated Commercial Trust, analysing their news release and financial results for the full year 2024. Discover how CICT achieved distributable income growth of 6.4% year-on-year to S$385.7 million. Join us as we break down CICT's portfolio, which comprises 21 properties in Singapore, two in Frankfurt, Germany and three in Sydney, Australia, with a total property value of S$26.0 billion. We'll assess the potential risks and opportunities that lie ahead for CICT, as they remain focused on Singapore and driving sustainable growth through active portfolio management and disciplined cost management.
2025-02-0513 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Trump delays tariffs on Mexico, Canada by a month; China announces additional 15% on coal, LNG imports from US; OpenAI and Kakao to form strategic partnership; CapitaLand Investment, Keppel Infrastructure Trust, Lendlease Global Reit to watchSingapore stocks rose in early trade today after US President Donald Trump delayed the start of tariffs on Mexico and Canada for a month. At the opening bell, the Straits Times Index (STI) rose 0.6 per cent to 3,849.74 points after 32.2 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Investment, given how the asset manager will invest more than US$700 million in a freehold land parcel in Osaka, to develop a data centre with 50 megawatts of capacity. Elsewhere, from US President Donald Trump delaying the imposition...2025-02-0413 min
Your Money with Michelle MartinMarket View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand InvestmentHosted by Michelle Martin, this episode dives into the ripple effects of new US tariffs on Canada, Mexico, and China, and how sectors like automakers (Ford, General Motors) and retailers (Boot Barn) are bracing for impact. We explore potential winners like gold and the US dollar, while also examining market movements in Asia, including CK Hutchison, Metsera, CapitaLand Ascott Trust, and Sembcorp. Plus, updates on Singapore’s stock market, earnings reports from giants like Alphabet and Amazon, and a spotlight on Rebecca Yarros’ record-breaking novel Onyx Storm. Tune in for a comprehensive look at gl...2025-02-0312 min
Your Money with Michelle MartinMarket View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture CorpMichelle Martin zeroes in on Deepseek and the the dramatic $1 trillion sell-off it has sparked, including Nvidia’s historic $600 billion valuation drop. Jump in the conversation with Michelle and Ryan as they explore REIT earnings with insights on Keppel REIT, CapitaLand India Trust, and AIMS APAC REIT. Learn about DBS’s strategic stake increase, Tata Steel’s unexpected performance, and Mapletree Investments' European expansion. Finally, analyze the STI’s movement as Venture Corp leads tech sell-offs and ST Engineering shines.See omnystudio.com/listener for privacy information.2025-01-2825 min
Your Money with Michelle MartinMarket View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong LandJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest market action and earnings updates. Discover insights into CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, and Keppel REIT. Explore director deals involving Huationg Global and Hong Lai Huat Group, and preview key US corporate earnings from Meta, Microsoft, Tesla, and Apple. Learn about Alphabet's record highs, Frasers Centrepoint Trust's upgrade, and Thomson Medical's losses. Plus, a look at ST Engineering, SP Group, and the Straits Times Index movers.2025-01-2722 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: S&P 500 hits record high; SK Hynix’s posts record quarterly profit; Saudi Arabia reportedly planning US$600B in new US investment, trade; Asian shares up on Beijing’s move to direct capital from insurers into stocks; CapitaLand Investment’s Ascott signs 16 new properties; Mapletree Industrial Trust’s Q3 DPU up 1.5% yoySingapore shares started trading in the green this morning, mirroring overnight gains in global markets. The Straits Times Index (STI) opened 0.6 per cent higher at 3,802.51 points after 41.4 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Investment, after its wholly owned lodging business unit Ascott signed 16 new properties under the Oakwood brand in 2024 – a 30 per cent increase over the previous year. Elsewhere, from South Korea’s SK Hynix posting record quarterly profits on the back of strong sales of advanced chips, to how Saudi Arabia is repo...2025-01-2314 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Trump to create External Revenue Service to collect tariffs, duties and all revenue from foreign sources; TikTok reassures US employees ahead of ban deadline; US December CPI expectations, bank earnings lookahead, Ho Bee Land sparks bidding war for Australian property developer AVJennings; CapitaLand Investment, SIA Engineering to watchSingapore shares were in the green at the open today, as investors globally await key inflation data in the US which will set interest rate expectations. The Straits Times Index (STI) rose 0.2 per cent to 3,795.23 points in early trade after 68.3 million securities changed hands in the broader market. In terms of companies to watch for today, we have CapitaLand Investment, after the real asset manager appointed three female leaders into senior roles as part of its ongoing leadership renewal. Elsewhere, from how TikTok plans to keep paying US employees ahead of a ban d...2025-01-1515 min
Your Money with Michelle MartinMarket View: Meta, Apple, Alibaba, JD.com, Midea, Haier, Walgreens, Bloks, Mapletree Logistics Trust, Bank of America, UBS, CapitaLand, DBS, OCBC, UOB, Yangzijiang Shipbuilding, NTT, LionsgateJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks Mark Zuckerberg's critique of Apple, Meta’s latest moves, and the state of the Chinese market. Explore the performance of Alibaba, JD.com, and Midea amid Beijing's stimulus measures. Discover how Walgreens, Bloks, and Mapletree Logistics Trust fared in the markets, and hear about NTT's billion-dollar REIT plans. Plus, catch updates on CapitaLand, DBS, OCBC, UOB, and Yangzijiang Shipbuilding in the Straits Times Index.See omnystudio.com/listener for privacy information.2025-01-1322 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Expectations ahead of US PCE numbers; Odds of US government shutdown; Earnings from FedEx, Nike; Beijing calls on AstraZeneca to expand R&D investment; Japan’s core inflation accelerated in November; CapitaLand Investment sells stapled securities in CapitaLand Ascott Trust and moreSingapore stocks opened lower today, following another downbeat session on Wall Street as the US Federal Reserve’s hawkish pivot continued to weigh on sentiment. In early trade, the Straits Times Index (STI) had fallen 0.5 per cent to 3,743.96 points after 30.8 million securities transacted across the broader market. In terms of counters to watch, we have CapitaLand Investment and CapitaLand Ascott Trust. That’s after CapitaLand Investment sold stapled securities in CapitaLand Ascott Trust for S$162 million to an unrelated party. Elsewhere, from more on Japanese inflation rising more than expected last month, to what...2024-12-2015 min
Your Money with Michelle MartinMarket View: Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust, Paragon REIT, Suntec REIT, Mapletree Commercial Trust, UnitedHealth Group, SolarEdge Technologies, Honeywell, Honda, Nissan, Wee Hur, Apple, Temu, Threads, TikTok, WalmartJoin Michelle Martin on her tour of markets! Michelle Martin is joined by Ryan Huang, as this episode delves into DBS Group Research's optimistic outlook for suburban retail REITs like Frasers Centrepoint Trust and CapitaLand Integrated Commercial Trust in 2025. Both also discuss the recent downturn in the Dow Jones Industrial Average, largely influenced by UnitedHealth Group's challenges following the tragic death of its CEO, Brian Thompson. In the 'Up or Down' segment, both analyze the latest movements of companies including SolarEdge Technologies, Honeywell, Honda, Nissan, and Wee Hur. Additionally, we highlight Apple's top apps of 2024, with Temu leading the li...2024-12-1823 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: US non farm payrolls; Trump’s first formal TV interview; Volkswagen’s labour woes; South Korea’s President Yoon Suk Yeol averts impeachment; CapitaLand China Trust, StarHub; China’s Nov consumer inflation hits five-month low, outlook ahead of economic work conference; Jack Ma’s special appearance and moreSingapore stocks slipped into negative territory today after global equities ended mixed last Friday. In early trade, the Straits Times Index (STI) inched down by 0.1 per cent to 3,793.18 points after 19.5 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand China Trust, after the manager appointed Gerry Chan as its CEO and an executive non-independent director with effect from Jan 1, 2025. Elsewhere, from more on the situation in South Korea after President Yoon Suk Yeol averted impeachment over the weekend, to China’s consumer inflation hitting a fiv...2024-12-0914 min
Your Money with Michelle MartinMarket View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers LogisticsJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into share buybacks by Singapore blue chips like DBS, CapitaLand, and Yangzijiang Financial, plus activity at Cortina and Oiltek. Explore Stellantis' leadership shake-up compared to General Motors, and hear updates on Meituan, Didi, Oracle, and Nam Cheong. Michelle and Ryan analyze Jardine Matheson’s gains, Hong Kong Land’s growth, and Frasers Logistics' struggles, closing with box office highlights of Moana 2, Gladiator 2, and Wicked.See omnystudio.com/listener for privacy information.2024-12-0223 min
Your Money with Michelle MartinMarket View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and ZomatoMichelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar, Southern Alliance Mining, and ABR Holdings. They explore the challenges and opportunities in the US markets with updates on Nvidia's growth, Samsung's patent woes, and insights on retail earnings. Michelle and Ryan also analyze moves by CapitaLand Ascott Trust, Paragon REIT, and SGX before diving into Zomato’s unconventional hiring strategy. See omnystudio.com/listener for privacy information.2024-11-2524 min
Your Money with Michelle MartinMarket View: CapitaLand, OCBC, UOB, City Developments, Yangzijiang Financial, Samsung, Alibaba, Ant Group, Palantir, NetflixJoin Michelle Martin on her tour of markets! In this special solo edition, Michelle explores the latest on corporate share buybacks, with insights into CapitaLand Investment, OCBC, UOB, City Developments, Yangzijiang Financial, and Samsung's $7 billion plan. Dive into M&A speculation with names like Duolingo, E.L.F. Beauty, Him & Hers Health, and potential deals involving Electronic Arts and Zoom. Discover key movements in stocks like Alibaba, Ant Group, Palantir, and Netflix. Plus, a wrap-up of the Straits Times Index and top gainers like Jardine Matheson Holdings and Sembcorp Industries. Stay informed on market trends and opportunities!...2024-11-1813 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Single’s Day Sales, expectations ahead of Alibaba, JD.com’s earnings; Grab beats expectations, returns to the black,CapitaLand Integrated Commercial Trust divests 21 Collyer Quay; Tesla’s stock up 39% since US Presidential elections and moreSingapore stocks started trading in negative territory this morning, despite global markets logging overnight gains. The Straits Times Index (STI) opened 0.2 per cent lower at 3,730.59 points after 48.2 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Integrated Commercial Trust, after the REIT’s manager today announced that the trust has divested 21 Collyer Quay, an office asset in Raffles Place, for S$688 million to a third party. Elsewhere, from Grab returning to profit in Q3, to more on expectations of earnings by Chinese e-commerce giants Alibaba and...2024-11-1214 min
Your Money with Michelle MartinMarket View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong LandJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode examines mixed trading in Asia-Pacific markets as Tokyo, Seoul, and Sydney react to local and global events. They analyze Palantir’s latest earnings, Bank of America's Buy List featuring Yum China and Duolingo, and Wynn Resorts' share buyback plan. Discover why SK Hynix’s shares are rallying and how CapitaLand Integrated Commercial Trust and Elite UK REIT are performing. Finally, they discuss Hong Kong Land’s strong rise on the Straits Times Index.See omnystudio.com/listener for privacy information.2024-11-0516 min
JCU ConversationsEp31: CapitaLand Investment's Ted Howland Debunks Sustainability MythsTed Howland, Vice President, Group Sustainability at CapitaLand Investment joins us in this episode of JCU Conversations! Mr Howland, a Stanford-trained engineer, shares about how engineering and sustainability work together, the future of sustainability, why he’s optimistic about what’s to come and some surprising fun facts. This episode’s host: Rachel Ward, Member of the Advisory Board Subcommittee for Social and Health Sciences at James Cook University in Singapore.Connect with Ted Howland on LinkedIn. 2024-10-3025 min
Your Money with Michelle MartinMarket View: Las Vegas Sands, Marina Bay Sands, CapitaLand India Trust, Mapletree Pan Asia Commercial Trust, Suntec REIT, Apple, Nvidia, Hasbro, Mattel, Boeing, Kroger, Walmart, Grace Ocean, Synergy MarineJoin Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode covers earnings updates from Las Vegas Sands and Marina Bay Sands, REITs like CapitaLand India Trust and Mapletree Pan Asia Commercial Trust, and key moves by Apple and Nvidia. Toymakers Hasbro and Mattel beat expectations, while Boeing faces labor challenges. Michelle also breaks down corporate updates from Kroger, Walmart, Grace Ocean, and Synergy Marine.See omnystudio.com/listener for privacy information.2024-10-2523 min
DCD Zero Downtime: The Bi-Weekly Data Center ShowEpisode 66 - Making a mark on India, with Surajit Chatterjee, CapitaLand InvestmentIndia’s data center industry is rapidly growing, and companies are taking notice.
Singapore-based CapitaLand Investment is currently developing major data centers throughout the country in Mumbai, Chennai, Hyderabad, and Bangalore. While these developments are running smoothly, building large data center campuses in any location is never simple.
We talk with managing director Surajit Chatterjee about the challenges and opportunities presented by India, its choices of location, development process, goals for sustainability and the investment company's future plans.2024-10-1832 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: China’s Lan Fo’An briefs on stimulus; Dow, S&P saw record on Friday; SG GDP up 4.1% yoy in Q3, no change to monetary policy; TSMC expected to report 40% jump in Q3 profits; CapitaLand Ascendas Reit, Yangzijiang Shipbuilding, Sasseur REITSingapore stocks rose at the opening bell today after advance estimates showed that the city-state’s economy grew 4.1 per cent year on year during the third quarter of 2024. It was also announced on the same morning that monetary policy settings were maintained for the sixth straight meeting, in line with market expectations. In early trade, the Straits Times Index (STI) rose 0.2 per cent to 3,579.55 points after 53.3 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Ascendas Reit. The Reit is divesting an industrial property for S$...2024-10-1415 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Expectations on US August PCE Price Index; Chinese stocks to register best week since 2008 on stimulus measures; Divergence in movements of Yangzijiang counters; Wilmar International hot stock of the day; CapitaLand Integrated Commercial Trust to issue new units; US government’s US$8.5 billlion funding for IntelSingapore stocks began the day trading in negative territory, despite overnight gains in global markets. In early trade, the Straits Times Index (STI) dropped 0.1 per cent to 3,580.11 points after 30.8 million securities changed hands in the broader market. In terms of companies to watch today, we have CapitaLand Integrated Commercial Trust. The trust will issue 377.3 million new units to raise gross proceeds of about S$757.2 million from its preferential opening that closed on Tuesday. Elsewhere from how shares of Yangzijiang Shipbuilding and Yangzijiang Financial traded divergently earlier today to Chinese stocks set to register its...2024-09-2715 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Singapore’s August inflation higher than expected; CapitaLand’s Ascott to open 28 properties across SEA in 2024; SGX’s new CFO; Malaysian Ringgit set for best quarter since 1973; Morgan Stanley vs SK Hynix; What to watch this week – US PCE, earnings from Micron, Costco, H&MSingapore shares began trading in positive territory today, despite last week’s losses in global markets. In early trade, the Straits Times Index (STI) climbed 0.1 per cent to 3,629.55 points after 36.64 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Investment after its wholly owned lodging business unit, Ascott, said today that it expects to open 28 properties across South-east Asia in 2024. Elsewhere from Singapore’s latest inflation numbers to South Korea’s financial watchdog looking into Morgan Stanley’s order to sell SK Hynix shares before research analysts at...2024-09-2314 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: Singapore Grand Prix on hospitality plays; CPF interest rate for Special, MediSave, Retirement accounts raised to 4.14%; OpenAI latest fundraising round; Bank of Japan holds rates; TalkMed, CapitaLand Ascott Trust and OUE ReitSingapore stocks began trading in negative territory today, despite gains in global equities overnight. In early trade, the Straits Times Index (STI) dropped 0.1 per cent to 3,628.46 points after 60.5 million securities changed hands in the broader market. In terms of companies to watch today, we have TalkMed Group. The tertiary healthcare services provider said yesterday that discussions on a potential acquisition of a stake in TalkMed are still in the preliminary stages and there is no guarantee that a transaction will take place. Elsewhere from more on CapitaLand Ascott Trust to the Bank of...2024-09-2016 min
Money Matters with Hongbin Jeong and Chua Tian TianMarket View: US August PPI; European shares jump on ECB rate cut; Leadership changes at CapitaLand Investment, Yangzijiang Shipbuilding to acquire stake in subsidiary of Tsuneishi Group; Sam’s Club, Lululemon defy China’s consumption dip and moreSingapore shares began the day trading in positive territory, mirroring overnight gains in global markets. In early trade, the Straits Times Index (STI) climbed 0.1 per cent to 3,558.64 points after 35.6 million securities changed hands in the broader market.In terms of companies to watch today, we have CapitaLand Investment, after the real estate manager said yesterday that the chief executive officer of private equity real estate, Simon Treacy, will be stepping down from his role from Oct 31 for “personal reasons”. Elsewhere, from European shares jumping yesterday on the back of a rate cut by the Europe...2024-09-1315 min
Under The RadarUnder the Radar: What does CapitaLand Investment’s Southeast Asia business entail? SEA Investment CEO Patricia Goh spills the beans.Today we’re going to talk about a blue chip company listed on the SGX that will definitely ring a bell with our audience, especially those tracking the Straits Times Index. Headquartered in Singapore, our guest CapitaLand Investment is a global real asset manager with a strong Asia foothold. If you recall, the company successfully de-merged from the development business of CapitaLand Limited some time back. It then listed on the SGX-Securities Trading Limited on 20 September 2021, creating one of Asia’s leading listed global real asset managers. The firm looks at a diversified range o...2024-09-1023 min
Let the Money TalkCapitaLand Investments Limited 1H24 Results | SGX Company Insights | 19 August 2024Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover the report on CapitaLand Investments Limited’s first half 2024 results, dated 19 August 2024, titled “Shifting towards fee-related earnings.”
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit www.poems.com.sg/stock-research to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #CLI #CapitaLandInvestmentsLimited
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Website2024-08-2205 min
Let the Money TalkCapitaLand Ascott Trust 1H24 Results | SGX Company Insights | 29 July 2024Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover the report on CapitaLand Ascott Trust’s first half 2024 results dated 29 July 2024, titled “Olympics to support stronger second half 2024.”
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit www.poems.com.sg/stock-research to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #CapitaLandAscottTrust #CLAS
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Website2024-08-0304 min
Your Money with Michelle MartinMarket View: McDonald's, Alibaba, CATL, Seatrium, CapitaLand India Trust, and moreJoin Michelle Martin in her tour of markets! Michelle speaks with Ryan Huang today as they begin with McDonald's, a beloved brand in Singapore, now facing a Triple Miss in profits, revenue, and same-store sales. Ryan discusses the challenges McDonald's faces despite launching satay burgers locally. They also delve into Alibaba's fee hike for merchants, CATL's fluctuating earnings, and Seatrium's promising loan guarantee from major banks. Finally, CapitaLand India Trust sees a rise in profits, offering shareholders a positive outlook. Tune in for insights on these market movers and a glance at the Straits Times Index's performance....2024-07-3017 min
Your Money with Michelle MartinMarket View: Keppel DC REIT, Suntec REIT, CapitaLand Integrated Commercial Trust, AstraZeneca, Viking Therapeutics, Venture Corp, Grab, SK Hynix, Ford, Stellantis, LVMH, Kering, Hermes, Hasbro, Bank of America, CrowdStrikeIn today’s Market View, hosted by Michelle Martin with Ryan Huang, we dive into a diverse range of sectors. We discuss earnings and challenges faced by REITs like Keppel DC REIT, Suntec REIT, and CapitaLand Integrated Commercial Trust. Big Pharma insights include AstraZeneca's bullish outlook and Viking Therapeutics' surge. We also cover movements in tech and luxury sectors, highlighting companies like SK Hynix, LVMH, and Kering, and updates from automakers Ford and Stellantis. Finally, we explore corporate shifts with Venture Corp, Grab, and Bank of America.See omnystudio.com/listener for privacy information.2024-07-2624 min
Your Money with Michelle MartinMarket View: UOL Group, Wee Investments, CapitaLand Investment, UOB, First Resources, Carnival, Block, Palantir, Nvidia, Foxconn, Tesla, DBS, SGXJoin Michelle Martin in her tour of markets with Ryan Huang. We begin this Monday morning down on Shenton Way with Director Deals and institutional trading. Who’s buying, who’s selling, and what might this mean for retail investors? Wee Investments’ recent purchase of UOL shares, share buyback stats, and top companies involved, including CapitaLand Investment, UOB, and First Resources. Bank of America's bullish stance on Carnival, Block, and Palantir, along with a deep dive into Nvidia. Tune in for a round of UP or DOWN with Foxconn, Tesla, DBS, and SGX.See omnystudio.com/listener for pr...2024-07-0821 min
Your Money with Michelle MartinMarket View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, BoeingJoin Michelle Martin in her blitz through markets. Michelle chats with Ryan Huang this morning. Hard to believe it, but we are halfway through 2024, making it a good time to take stock and see how the markets are doing, which stocks have been performing well, and which have not. The S&P 500 is up nearly 15 percent since the beginning of the year, while the Straits Times Index is up about 3 percent. Among the biggest losers are Mapletree Logistics Trust and Mapletree Panasia Commercial Trust, both down over 20 percent. On the other hand, Yangzijiang Shipbuilding is up 65 percent. Ryan and...2024-07-0119 minThe Greywoodie ShowEpisode 101: Capitaland Recap with Jeremy McKennaMessage us if you want, or don't. This week Nathan and Eugene talk with Jeremy Pipes McKenna about Capitaland Pipe Show while we record Episode 100 for real this time. Enjoy. Support the show Questions or comments? Freel fee to submit them to our facebook group: https://www.facebook.com/groups/1247125679194697or on the Discord server at:https://discord.gg/PkMqe74dYnor simply email:greywoodieshow@gmail.com All your base are belong to us 2024-06-171h 45
Your Money with Michelle MartinMarket View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand InvestmentMichelle Martin discusses the latest market movements, starting with asset sales by Mapletree Logistics Trust and Mandarin Oriental. She covers new IPOs including Raspberry Pi, Golden Goose, and another in Malaysia. The episode also highlights Apple's new AI products and Broadcom's impressive financial performance. Finally, an update on CapitaLand Investment's market position rounds out the episode. Hosted by Michelle Martin, this special Solo Edition brings you the latest in market developments.See omnystudio.com/listener for privacy information.2024-06-1309 min
Pipe and Tamper2024 Capitaland Pipe Show RecapSeries: Pipe Shows - In EP141 of Pipe and Tamper Mike and Jay recap the 2024 Capitaland Pipe Show (froms Jay's perspective of course).2024-06-091h 06
Let the Money TalkCapitaLand Investment FY23 Results | SGX Company Insights | 4 March 2024Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover the report on CapitaLand Investments Limited’s full-year 2023 results, dated March 4, 2024, titled “Targeting to double FUM in 5 years.”
Maintain BUY recommendation.
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit www.poems.com.sg/stock-research to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #CLI #CapitaLandInvestmentLimited
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2024-03-1104 min
Let the Money TalkCapitaLand Ascott Trust FY23 Results & Outlook | SGX Company Insights | 9 February 2024Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover a report on CapitaLand Ascott Trust’s full year 2023 results dated 9 February 2023, titled “Further upside from occupancy growth.” Downgrade to ACCUMULATE recommendation.
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit www.poems.com.sg/stock-research to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #CapitaLandAscottTrust #CLAS
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2024-02-1504 min
Glenn van Zutphen on Saturday Mornings with Neil HumphreysSaturday Mornings: CapitaLand's Catapult training next-gen Singaporean and pan-Asian leadersSaturday Mornings host Glenn van Zutphen and co-host, award-winning author Neil Humphreys discuss Catapult - Southeast Asia's first and only leadership training hub designed to groom the next-gen Singaporean and pan-Asian leaders - with Dr. James R Andrade, SVP for CapitaLand Development Group and Head of Catapult. Through immersive, experiential, and impactful learning journeys the integrated eco-system leverages Campus Spaces, Curriculum, and Community.See omnystudio.com/listener for privacy information.2024-01-2822 min
Investors of the RoundtableCapitaLand Profit Warning! Buy or Avoid?In recent news, CapitaLand announced that it expects to report a significant decrease in earnings for FY2023. Why did CapitaLand issue a profit warning, and what is the cause of it? Are the issues temporary or structural? With the stock trading at a multi-year low, is it time to have a look at CapitaLand, or is it a hard avoid? We delve into all of this and more, including our analysis of CapitaLand's intrinsic value, in this episode.2024-01-1720 min
The Afternoon Update with Lynlee FooMarket Wrap: What is drawing CapitaLand Investment to the South Korean market?On The Afternoon Update, Hongbin Jeong speaks to Geoff Howie, Market Strategist, SGX for market wrap of the week. We find out how the STI fared in the past week; the biggest movers; the benefits of Singtel's sale of a 20 percent stake in its Southeast Asia data centre business; what's attracting CapitaLand Investment to the South Korean market; why Singapore's NODX numbers continue contracting; and the reasons behind MAS' higher capital requirements on "too-big-to-fail" insurers.See omnystudio.com/listener for privacy information.2023-09-2218 minThe Greywoodie ShowEpisode 57: Come to CAPITALAND Pipe Show Saturday 9/16/23 11am-7pmMessage us if you want, or don't. Don't be lame, be at CAPITALAND Pipe Show this Saturday at the Polish Community Center 225 Washington Avenue Extension Albany NY 1220511AM to 7PMIt is going to be the best day ever! Anyway, as always, enjoy.Support the show Questions or comments? Freel fee to submit them to our facebook group: https://www.facebook.com/groups/1247125679194697or on the Discord server at:https://discord.gg/PkMqe74dYnor simply email:greywoodieshow@gmail.com...2023-09-151h 13
Under The RadarUnder the Radar: Construction management software firm Novade on serving large players like CapitaLand and Singapore’s A1 grade contractors ; Financials and growth trajectory as the construction industry transforms; On moving down the value chain in APAC; Presence in Ghana and opportunities in rapidly urbanising AfricaThe adoption of digital solutions within the construction industry is at the heart of our conversation today. Founded in 2014, our guest Novade develops cloud and mobile applications for construction companies to use in work sites. The applications streamline work processes such as quality control, safety inspections and workforce management and reduce the paperwork needed in construction projects. Novade currently operates in over 20 countries with a user base of over 150,000 people. Some of its customers include big names such as Samsung C&T, CapitaLand and Lendlease. The company is reportedly seeing growing de...2023-09-0615 min
Let the Money TalkCapitaLand Ascott Trust 1H23 Results | SGX Company Insights | 2 August 2023Darren Chan, Senior Research Analyst at Phillip Securities Research will be covering the CapitaLand Ascott Trust 1H23 results downgrading to ACCUMULATE recommendation.
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit www.stocksbnb.com to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #CapitaLand #Ascott
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Let the Money TalkCapitaLand Ascott Trust 1Q23 Business Update | SGX Company Insights | 3 May 2023Phillip Securities' Research Analyst, Darren Chan, will be covering CapitaLand Ascott Trust 1Q23 Business Update with maintain BUY recommendations.
Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews
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Under The RadarUnder the Radar: CapitaLand Ascott Trust’s CEO on DPU, US banking turmoil and Competition among hospitality Reits amid travel recoveryWe have come to almost the end of the first quarter this year, and before we kick start April, let’s take a look at an asset class that analysts and observers are keeping their eyes on for this year - hospitality Reits. With borders reopening and tourism resuming, market watchers believe 2023 will be an exciting time for hospitality trusts. But there are several questions to address as well. For one thing, what will competition look like within the industry after two years of pandemic? Also - to what extent will the recent turm...2023-03-3016 min
Let the Money TalkCapitaLand Investment Limited 3Q22 Results | SGX Company Insights | Ep 66In this episode, Phillip Securities' Research Analyst, Glenn Thum, will be covering CapitaLand Investment Limited 3Q22 results – Growth supported by RevPAU recovery and maintained ACCUMULATE recommendation.
Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #PYTCHMedia #DailyMorningNote #DailyNews #FinanceNews
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Let the Money TalkTechnical Pulse: CapitaLand Ascott Trust | Today's Trading Idea | EP 18In this episode, Phillip Securities Research's technical analyst, Zane Aw, discusses the report on Technical Pulse: CapitaLand Ascott Trust.
Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.
This programme is brought to you by PYTCH Media, a creative studio powered by PhillipCapital — investing made simple and educational.
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Twitter: https://tinyurl.com/t...2022-10-3103 minThe Greywoodie ShowEpisode 6.67: Final Pre-Capitaland BONUS (we promise)Message us if you want, or don't. Nathan mentions some pretty great updates for The Capitaland Pipe Show, then Eugene calls TGregg McClain because he said he wasn't going to make it to the show, lame. 3 days until Capitaland, right Eric? Anyway, enjoy. Oh yeah, come to Capitaland Pipe Show! Support the show Questions or comments? Freel fee to submit them to our facebook group: https://www.facebook.com/groups/1247125679194697or on the Discord server at:https://discord.gg/PkMqe74dYnor simply email:...2022-09-2919 min
CapitaLand CaféUnderstanding every single detail in retail with Chris Chong, CEO, Retail and Workspace, Singapore & Malaysia, CapitaLand Investment. Listen to this insightful episode on why detail is king.A CEO who has lived the expat lifestyle brings to the table a global perspective and approaches everything with a helicopter view. Chris Chong takes us through a crash course on retail and workspaces and gives his expert opinion on the matter. What are consumers looking for, different touchpoints in the retail sector, the concept of remote working - is this a trend or a covid response, community building and much more. Listen to this episode to find all the answers to your queries on retail, workspaces and french luxury brands!2022-09-2022 min
CapitaLand CaféComing from humble beginnings to being called the CEO, Commercial Management, CapitaLand Investment, China, Ervin Yeo takes us through his journey, and talks about how the importance of opportunities.Being the first to go to university in his family, Ervin Yeo ,CEO, Commercial Management, CapitaLand Investment, China, has come a long way. Having a degree in politics, ethics and economics from Yale University to leading businesses across multiple countries, Ervin talks about a common force that he’s used in every step of his career - a desire to grow and to learn new skills. Experience and mentorship are two strong institutions he firmly believes in. Listen to this podcast on how he breaks down the lifespan of a career, while also sharing fun, parenting advice.2022-09-1530 min
CapitaLand CaféSkills that make an entrepreneur. Hear it all from the Senior Executive Director of China, CapitaLand Investment, Charles Chan who fulfilled his entrepreneurial dream of running a restaurant chain.“Business, it’s in the DNA, you want to try it, it’s not logic, it’s interesting.”
Charles Chan leads a colourful journey marked by many roles and that of an entrepreneur too. The pleasure of becoming the CEO of one’s own business means having to go from a plush, fancy job to a small office in the corner, to have a dream and more importantly the courage to fulfill it. Listen to this extremely educational podcast that traces the fantastic journey Charles has led to becoming who he is today.2022-07-1421 min
CapitaLand CaféA masterclass on Customer Solutions and Services from the expert himself, Aylwin Tan, Chief Customer Solutions Officer, CapitaLand Investment.In this episode of the CapitaLand Cafe, Aylwin talks about the role of a CSS officer, the importance of customers, and how to create value for them to stay and grow with CapitaLand. Having lived alone since he was little has helped him build self-leadership and independence. His leadership style is a balance between the east and west as a result of his work experience in Germany. Last but not least, hear him as he shares some secrets on how to differentiate ourselves in our customer engagement strategy.2022-07-1420 min
CapitaLand CaféPlanning, listening and staying humble is the mantra that Tan Choon Siang, CEO, CapitaLand Malaysia Trust, follows. Here's his journey on leaving home at 19 to becoming the CEO today.He was 19 when he left home for the first time and started out a new chapter in his life as he lived in multiple countries. Tan Choon Siang, a sailor, a sportsperson and CEO to CapitaLand Malaysia Trust talks about his time in the US, Hong Kong, Singapore, India and Malaysia and how it led him to understanding self discovery and making plans to achieve his goals, all this as we cruise through a very candid conversation.2022-06-2331 min
CapitaLand CaféA brilliant son and a brilliant leader! Chief Executive Officer at CapitaLand China Trust Management Limited, Tan Tze Wooi talks shop and has a 'TGIF time' on this episode.The brilliant son, as his name suggests talks about his beautiful journey that spans 25 years and how he made the choice between finance and the corporate & institutional banking sector and his career completing a full circle. Tze Wooi highlights how he leads a selective approach when it comes to strategising a business plan in China. Listen to all this and more as he talks about his kids and sings a few songs on this episode of the CapitaLand Café.2022-06-1525 min
CapitaLand CaféA crash course on handling challenges and life itself with Tony Tan, CEO CapitaLand Integrated Commercial Trust Management Limited.In this candid episode of the CapitaLand Café, Tony Tan speaks from the heart on his humble beginnings, his journey facilitating some defining moments in his 14 years within CapitaLand.
Growing up in difficult times prepared him for life’s many challenges. A true example of being a diamond in the rough, Tony talks about certain defining moments in his career, his role model and how he visited prison, all this while talking about his personal mantra – ‘fear not of what is unknown’.2022-05-1927 min
CapitaLand CaféA crash course on management and life with Tony Tan, CEO CapitaLand Integrated Commercial Trust Management Limited.In this candid episode of the CapitaLand Café, Tony Tan speaks from the heart on his humble beginnings, his life at Ikea, his journey while making the shift from the east to the west and the east again. Growing up in difficult times prepared him for life’s many challenges. A true example of being a diamond in the rough, Tony talks about certain defining moments in his career, his role model and how he visited prison, all this while talking about life’s most important lesson – Management.2022-05-0639 min
CapitaLand CaféJanine Gui, Managing Director and Head – Group Strategic Investment, CapitaLand Investment talks about growing in an organization, all the way from being a rookie to becoming the MD.Solving problem statements, identifying and finding value, helping other business units grows, these are small parts of the bigger picture for Janine Gui. Growing up in CapitaLand, Janine talks about the role she plays in the logistics sector, fund management, acquisitions, and corporate transactions. Defying age with her open mindedness to learn, Janine has crafted her own cozy nook and made a mark for herself amongst the big guns. All this, because she believes in getting the job done and proving herself. A jack of all trades, here's how she navigates each day with the power of perseverance. Tune...2022-04-2821 min
CapitaLand CaféPearls of wisdom from Kng Hwee Tin, CEO, China Capital Markets and CEO, China - Finance and Corporate Services on value creation, life and more.Playing 2 key roles in the organization, Kng Hwee Tin imparts her knowledge in the fields of finance, corporate services and capital markets. Having worked in the front office, back office and everywhere in between in the banking sector, Hwee Tin talks about the importance of contributing from the heart. Being a candle in the corner, she spreads her warmth and emanates light everywhere she goes. Listen to her story and how she's chartered her career on this episode of the CapitaLand Café. 2022-04-1818 min
CapitaLand CaféWen Khai Meng, Senior Advisor, Group Strategy, CapitaLand Investment talks about asking inconvenient questions, playing devil's advocate & giving solicited & unsolicited advice, coupled with humour.Diagnosed by a clinical psychologist as a rabble-rouser, Wen Khai Meng takes the lead as a Senior Advisor at CapitaLand Investment, which he jokes is a role given to him to keep him from stirring trouble.
What does success look like? How can one contribute? How do one increase the chances of success? What are the issues and challenges?
These are a few questions running on Khai Meng’s mind as he plays this role in his own humourous, charming way. A generalist who enjoys working with specialists, views everything at a high level, and bef...2022-03-3125 min
CapitaLand CaféA CEO who always wanted to become a CEO, Gauri Shankar Nagabhushanam, CEO, India Business Parks, CapitaLand Investment talks about his journey in this tell-all interview.240 km from Tirupati to Bangalore via Chennai, Hyderabad, US, Middle East, UK, Singapore and Mumbai. A journey that took him many places before becoming the CEO, India Business Parks, CapitaLand Investment. Following his dreams to make it big, Gauri Shankar has worked multiple roles in multiple assets which has set the foundation for him. His biggest learnings have come to him when we worked out of a 100 sq ft space, which led him to creating million-dollar funds!
A go-getter by nature and a sports enthusiast, his mantra is to dream big. Humorous and easy-going Gauri Shankar talks a...2022-03-3131 min
CapitaLand CaféPuah Tze Shyang, CEO, China, CapitaLand Investment talks real estate in China, where it was and where it could be in the future, leading through competition and Carpe Diem.Coming from humble beginnings, he learnt to soar and fly high, just as his name suggests. Puah Tze Shyang, CEO, China, CapitaLand Investment draws an insightful map that traces his journey in this very candid interview where he talks real estate in the China, competition, his own job insecurities and how to seize the moment. Peppered with intense Chinese proverbs, Tze Shyang shows us how his 'never give up' attitude has helped him seize the day and make the most of every moment, including becoming Romeo for 2 minutes.
2022-03-1827 min
Let the Money TalkCapitaLand Investment Limited - SGX Company Insights Ep 44Welcome to the Let the Money Talk podcast.
In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on CapitaLand Investment Limited – Commendable recycling and FUM growth.
1. FY21 PATMI of S$1,349mn was 52% above our forecast due to higher than forecasted performance of JV & Associates and portfolio gains. FY21 DPS of 15 Scts was a positive surprise, exceeding our DPS forecast of 8.3 Scts.
2. Revenue, which comprises real estate investments and fee-related earnings, grew 15.6% YoY to S$2.3bn. FY21 was stellar year of capital recycling. CLI divested a record S$13.6bn in as...2022-03-1605 min
CapitaLand CaféLynette Leong, Chief Sustainability Officer, CapitaLand Investment discusses climate change, social responsibility, her role as a CSO, the AAA theory and her journey.What would've happened if Lynette followed her dreams and became a chef? She would still lead the way! Authenticity is her mantra and being candid is her style. Born to lead, Lynette shares a good laugh in this episode of CapitaLand Café as she takes us through her journey and how she came to be the chosen one, many times in her professional life. A learner, a leader and a people's person, Lynette Leong talks the talk. All this with a huge dose of laughter and a plate full of pastries. 2022-03-0837 min
CapitaLand CaféKevin Goh, CEO Lodging & CEO Ascott, CapitaLand Investment, our resident hospitality expert, shares his opinion on the lodging business and how to run a successful one!"You don't really have to study hospitality, to work in hospitality. You could be from the media industry, the tech industry, actually from any industry because whatever industry that you come from, as long as you keep an open mind and you can think broadly about how to add value to the industry as a whole, I think there is a place for you." Separating real estate from hospitality, Kevin Goh talks candidly on the real estate of hospitality, when it comes to growing AUM, building assets and growing a brand.
In the middle of all this, h...2022-02-2519 min
CapitaLand CaféPrivate equity expert, an investor, and a globetrotter, Simon Treacy, CEO, Private Equity Real Estate, CapitaLand Investment shares insights on analyzing assets, fund management and real estate."Private equity real estate is now a huge investment class all around the world, so investors invest across borders and they invest with lots of different managers like CapitaLand."
Having lived across various parts of the globe and with years of experience in real estate, Simon Treacy sheds lights on the functioning of the industry, overcoming challenges, and talks about the importance of diversifying the workplace in this episode of CapitaLand Café.
2022-02-1122 min
CapitaLand CaféFrom learning names to remembering faces, Tan Seng Chai, Chief Corporate and People Officer, CapitaLand Investment gives valuable advice on people management that can be used in all walks of life.Starting his career grading eggs as an 11 year old, to managing people globally, Tan Seng Chai talks about building a strong foundation and being patient in this tell-it-as-it-is episode of CapitaLand Café. Keeping it simple in this uplifting podcast, Tan Seng Chai shares his thoughts on life, career and everything in between. 2022-02-0322 min
CapitaLand Café"You don't invest in the company, you invest in the management." Andrew Lim, Group Chief Financial Officer, CapitaLand Investment believes in the organization's culture over balance sheet numbers.Cool as a cucumber, finance expert, Andrew Lim speaks candidly on digital money in the real world, whether investing in stocks is as good as investing in experiences, and much more - all this as he drops a beat on the CapitaLand Café.
2022-01-2721 min
CapitaLand CaféA reality check with the realty expert, Jonathan Yap, CEO, Fund Management, CapitaLand Investment.From self-awareness to steering one's own career, Jonathan Yap breaks down complex concepts into simple systems that can be implemented in all walks of life. Defining the path to his career at a young age, Jonathan talks about the power of keeping an open mind and the art of being a generalist. Tune in for an entertaining conversation, motivating insights and a dash of drama. 2022-01-2023 min
CapitaLand CaféFrom playing a role in the economic development of Singapore, to making strong career choices. Manohar Khiatani shows us how it's done! Juggling various roles, he talks about leadership and life.A special advisor to the Chairman of the Economic Development Board, Singapore and Senior Executive Director at CapitaLand, Manohar Khiatani a.k.a Mano speaks about his multicultural upbringing, living across many countries, overcoming various challenges and still continues to learn everyday. Humorous, easy-going, Mano gives his views on leadership and tips for the younger generation towards a better tomorrow because in his own words - YOLO!
2021-12-1621 min
CapitaLand CaféAre CEOs produced in business schools? Why don't we see many young CEOs? Aloke Bhuniya, CEO at Ascendas-Firstspace answers all this while sharing his journey and business knowledge.An avid trekker, who's climbed 16000Ft, Aloke Bhuniya has also climbed the ladder to success. Listen, as he shares his journey to becoming a CEO. From starting his own business venture, to how he maintains his calm demeanor in a high pressure role. All this with huge dose of coffee and a dash of Bengali.
2021-11-2619 min
CapitaLand CaféA common man with many uncommon hobbies. Deviprasad Rao joins the dots between his love for history and real estate. Find out more.Having held multiple roles in various organizations, Deviprasad Rao is considered to be a leasing expert in the industry. Find out how a workaholic in his thirties, currently focuses on work-life balance and how he paves the way in the market. All this and more, as he goes about collecting stamps and coins from all over the world. 2021-11-1918 min
CapitaLand CaféAll of 38 years and already a CEO! What's next for Vinamra Srivastava, find out here.A badminton player, an avid reader, a singer and also the CEO for Business Parks at CapitaLand Investment, India. Vinamra Srivastava, has got the gift of the gab! Listen to him talk about life beyond becoming a CEO, how picking up a sport can sharpen management skills, and why one doesn't necessarily need to be certified from top management schools. All this with a little bit of music and coffee. 2021-11-0519 min
CapitaLand CaféSanjeev Dasgupta talks about the art of being a CEO and how he leads a real estate business focussed on India.Sanjeev Dasgupta has seen it all, not just in his travels but even his career. His colourful career showcases how he's helped lead multiple organizations like Future Capital Holdings, ICICI Venture and Ascendas India Trust. A marathon runner who loves to read talks about his life in Singapore, how he handles work like balance and most importantly how to become a CEO. 2021-10-2818 min
CapitaLand CaféSurajit Chatterjee on how data centres function in India and how an aspiring drummer became a managing director.Surajit Chatterjee has built and operated the highest number of 3rd party data centres in India. He has administered a portfolio of 450+ crores as the COO at Sify Technologies and currently he leads the data centre group for CapitaLand India. A drummer at heart, an animal lover, he enjoys a good laugh. On CapitaLand Café, he talks about the technicality of leading data centres, the current digital space in the country, and the future of data centres. Somewhere in the middle of all this, is also a cat fight and a hot cup of coffee! 2021-10-1918 min
Let the Money TalkCapitaLand Investment Limited - SGX Company Insights Ep 31Welcome to the Let the Money Talk podcast.
In this episode, Phillip Securities Research's analyst, Natalie Ong, discusses the report on CapitaLand Investment Limited, which is charting new growth.
We initiate coverage on CLI with an ACCUMULATE rating and SOTP derived TP of S$4.00.
We like CLI for three main reasons.
Firstly, CLI's stable and recurring revenues from fees income and real estate investments.
Secondly, growth in fund management and lodging AUM will help to drive fee income.
Lastly, its S$3bn divestment target wi...2021-10-1904 min
CapitaLand CaféIT Parks, Projects & Developments in Bangalore explained by Deepak Porayath.Deepak Porayath talks about real estate in the city. How IT Parks are now becoming digitalized in the form of Smart Parks, the development of co-working spaces and his journey from being a site engineer to heading Operations at Bangalore for CapitaLand India.
2021-09-0915 min
CapitaLand CaféVinamra Srivastava, CEO, Business Parks, CapitaLand India discusses real estate, new initiatives like Smart Parks, a webinar with Sri Sri Ravi Shankar and more with RJ Kay from 94.3 Radio One.From the latest developments in real estate to how the real estate industry is coping during the pandemic. Keeping with the current times, Vinamra Srivastata CEO, Business Parks, CapitaLand India speaks about the various initiatives CapitaLand India has focussed on to keep their employees and clients engaged and motivated. Featuring world renowned Gurudev Sri Sri Ravi Shankar happens to be just one of them. Catch this fun banter between Vinamra and RJ Kay from 94.3 Radio One. 2021-09-0216 min
BT Mark To MarketCapitaLand's big restructuring: BT Mark To Market Ep 10Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. In this 10th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about CapitaLand's big restructuring exercise, which has made it the third best performing STI component stock so far this year. CapitaLand's repeated reimagination of itself (1:58) Why the latest restructuring plan has spurred its stock (4:50) How CapitaLand stole City Developments' thunder (8:00) Should investors hold on to the stock after its big run? (9:30) 2021-08-0811 min
BT CorrespondentsCapitaLand's big restructuring: BT Mark To Market Ep 10Synopsis: Listen to Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times. In this 10th episode of the Mark To Market podcast, BT's senior correspondent Ben Paul talks about CapitaLand's big restructuring exercise, which has made it the third best performing STI component stock so far this year. CapitaLand's repeated reimagination of itself (1:58) Why the latest restructuring plan has spurred its stock (4:50) How CapitaLand stole City Developments' thunder (8:00) Should investors hold on to the stock after its big run? (9:30) 2021-08-0811 min
Let the Money TalkCapitaLand Integrated Commercial Trust 1H21 Result - SGX Company Insights EP 09Welcome to the Let the Money Talk podcast.
In this episode, Phillip Securities Research's analyst, Natalie Ong, discusses the report on CapitaLand Integrated Commercial Trust 1H21 Result.
Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.2021-08-0204 minInvestors of the RoundtableIs CapitaLand A Good Stock To Buy Now?CapitaLand is proposing to restructure its business model and split its business into two entities.
Its fund management and lodging business segment will be housed under the new CapitaLand Investment Management (CLIM) and will be listed on the SGX. It's development arm, however, will be taken private and off the exchange.
At this roundtable, we discuss what this means for CapitaLand shareholders, what the restructuring is about, and the possible changes to CapitaLand in the near future.2021-04-2118 min
OCBC Treasury Research and Strategy - PodcastEvolving times for CapitaLand (Wong Hong Wei)CapitaLand is undergoing major restructuring and will go private after more than 20 years of being publicly listed. It is also spinning out CapitaLand Investments Management as a separately listed entity. Although shareholders have rejoiced, how are bondholders and perp holders impacted? What would happen to CapitaLand-sponsored REITs?2021-04-0106 min
Eco-Business PodcastThe X Factor: CapitaLand's quest for innovation and sustainabilitySpeak to CapitaLand Group’s chief sustsainability officer Lynette Leong and she will tell you of a harrowing incident in New Zealand some years ago that forced her to evacuate by helicopter to safety. The unprecedented event, triggered by uncertain weather patterns, helped to hit home the growing threat of climate change around the world.
It is with this knowledge that she leads the sustainability and business strategy of the Singapore-listed property developer, which recently published a masterplan outlining aggressive ESG (environment, social and governance) targets by 2030.
As part of its strategy, it recently announced the CapitaLand Sustainability X Challenge (CS...2021-02-0828 min
Bất động sản Hồng Hà - Chuyên bất động sản căn hộ cao cấp!Căn hộ Define Capitaland Quận 2 – Cập nhật bảng giá CĐT mới!Dự án Define Capitaland toạ lạc tại đường Đặng Như Mai, Thạnh Mỹ Lợi, Quận 2, là dự án của chủ đầu tư Capitaland bàn giao từ năm 2018. Còn được gọi với tên gọi khác là Define Keppel Land. Căn hộ Define Capitaland là một chung cư cao cấp, được lấy cảm hứng từ lối. Xem chi tiết tại: https://batdongsanhongha.com/can-ho/define-capitaland-quan-2/2020-07-2408 min