Chin Hui Leong, The Smart Investor

Chin Hui Leong, The Smart Investor

Chin Hui Leong

5 February 2024
Market View: Tributes pour in for late banking Tycoon Wee Cho Yaw; Pan-United Corporation’s partnership with Keppel, Shell-backed Cleantech Solar; Singapore’s retail sales down 0.4% yoy in Dec; China’s investment into BRI countries highest since 2018; Hyundai Motor explores IPO for Indian unit; Potential delays for undelivered 737 MAX airplanes
Singapore stocks fell during early trade today, led by declines from the banks.
In early trade, the Straits Times Index (STI) declined 1.2 per cent to 3,143.33 points after 53.6 million securities changed hands in the broader market.
In terms of companies to watch, we have Pan-United Corporation. The ready-mix concrete provider today said it will partner Cleantech Solar for a project that installs 900 solar panels on top of Pan-United’s Kaki Bukit operational headquarters in Singapore, and its slag grinding plant in Johor, Malaysia.
Elsewhere from China’s investment into the Belt and Road Initiative rising to the highest since 2018 last year, to a potential IPO by Hyundai Motors Indian unit worth at least US$3 billion to a new quality glitch at Boeing – more international headlines are in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

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29 January 2024
Market View: MAS keeps policy settings unchanged; CapitaLand Ascott Trust’s DPU up 14.4% yoy; Hong Kong court orders China Evergrande Group’s liquidation; China approves 40 AI models for public use; Samsung Electronics to feature Baidu’s Ernie on Galaxy S24 smartphones; Red Sea shipping crisis sends waves through Asia’s fuel markets
Singapore stocks remained relatively unchanged today following updates from the Monetary Authority of Singapore (MAS) that it will leave monetary policy settings unchanged.
The MAS announced this morning that it will maintain the prevailing rate of appreciation of the Singapore dollar nominal effective exchange rate policy band, extending the pause from its 2023 meetings, in line with market expectations.
In early trade, the Straits Times Index (STI) gained a marginal 0.01 per cent to 3,159.94 points after 32.9 million securities changed hands in the broader market.
CapitaLand Ascott Trust is in focus today after its distribution per stapled security rose 14.1 per cent year on year for the second half year ended Dec 31, 2023.
Meanwhile, from China Evergrande ordered to liquidate, to the Red Sea shipping crisis sending waves through Asia’s fuel markets, more international headlines are on deck.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

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22 January 2024
Market View: S&P500’s record-high close; Terralab’s Chapter 11 Bankruptcy filing; China’s chip machinery imports soars to almost US$40b; Nvidia’s CEO Jensen Huang’s first visit to China in four years; Nikkei share average rallies to fresh 34 yr peak; Jumbo Group’s share buyback mandate, Silverlake Axis’s offer
Singapore stocks were pulled into positive territory today, after Wall Street equities rallied in the previous session.
In early trade, the Straits Times Index (STI) rose 0.2 per cent to 3,157.22 points after 43.6 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Jumbo Group, after its shareholders approved the renewal of the restaurant operator’s share buyback mandate.
Elsewhere from China buying a near-record US$40 billion of chip gear to get around US curbs, to Terraform Labs filing for bankruptcy protection in the US, more international and corporate headlines are in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

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30 October 2023
Market View: iFAST’s movements, DBS, Philip Securities lowered target prices on Sheng Siong; Outlook for CapitaLand group of companies; Vietnam’s textile and garment exports expected to fall 5.0-6.3% - is this in line with financials from Nike, Adidas, Zara?; S&P 500 in correction territory, implications for Singapore stock market
Singapore stocks began trading in negative territory today after global equities finished the previous week mostly lower.
In early trade, the Straits Times Index declined 0.3 per cent to 3,052.35 points, after 23.1 million securities changed hands in the broader market.
In terms of companies to watch, we have CapitaLand Ascendas Reit, after the real estate investment trust (Reit) reported a slight increase in third quarter portfolio occupancy to 94.5 per cent.
Meanwhile, from more developments surrounding SGX-listed firms to the S&P 500 falling into correction territory on Friday, stock movements are in focus today.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian dived into the details with Chin Hui Leong, Co-founder, The Smart Investor.

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28 August 2023
Market View: HPL’s plan to redevelop Forum mall, voco Orchard Singapore and HPL House; China’s Evergrande’s shares slumps 87% after 17-month halt; OCBC’s digital service outage; Fed Chair Jerome Powell’s comments at Jackson Hole Symposium
Singapore stocks started the week on a positive note after Wall Street ended its last trading session higher.
In early trade, the Straits Times Index (STI) rose 0.5 per cent to 3,207.09 points after 58.1 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Yangzijiang Shipbuilding being a hot stock of the day at over 12-year highs.
Meanwhile from Hotel Properties Limited’s plan to redevelop the Forum mall to China Evergrade Group slumping as much as 87 per cent in Hong Kong after a 17-month trading halt, more corporate headlines are in focus.
On Market View, the Drive Time team unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

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21 August 2023
Market View: Singtel’s Q1 net profit down 23.1% yoy; China’s smaller-than-expected rate cut, Impact on Chinese blue chips; Citigroup reportedly mulling plan to disband its Institutional Clients Group; Jackson Hole Symposium, Fed Chair Jerome Powell to speak
Singapore stocks opened weaker today after global markets ended the week mixed.
In early trade, the Straits Times Index (STI) headed down 0.6 per cent to 3,155.93 points after 181.9 million securities changed hands across the broader market.
In terms of companies to watch for today, we have Singtel, after the telecommunications operator posted a net profit of S$483 million for the first quarter ended June.
Elsewhere, from China’s smaller than expected cut to lending rates to a media report of Citi considering a plan to disband its Institutional Clients Group and what to expect at the Jackson Hole symposium later this week,  more international headlines are in focus.
On Market View, the Drive Time team unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

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14 August 2023
Market View: ST Engineering and OCBC; Olam Group’s 88.8% yoy decline in net profit; Singapore’s competition watchdog on Grab’s proposed purchase of Transcab; Country Garden suspending onshore bond trading, China’s shadow banking industry; SK Telekom invests in Anthropic; Rakuten Group shares surge on narrowing losses at mobile unit; Tesla cuts price of two Model Y vehicles in China

Singapore stocks opened lower today amid a mixed performance in global markets.

In early trade, the Straits Times Index (STI) was down 1.2 per cent to 3,253.47 points after 53.4 million securities changed hands in the broader market.

In terms of companies to watch for today, we have  Olam Group, after the agri food giant posted on Friday an 88.8 per cent decline in net profit to S$48 million, due to a one-off exceptional loss on lower almond yields in Australia.

Elsewhere, from China’s Country Garden suspending onshore bond trading to Rakuten Group’s shares surging on narrowing losses at its cash bleeding mobile unit – more international headlines are in focus.

On Market View, the Drive Time team unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.


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7 August 2023
Market View: SIA to hike frequencies of flights to key destinations; Sembcorp Industries, Venture Corp; OUE Healthcare earnings down 79% yoy; Unitholders of Sabana Reit vote to remove manager; Apple’s sales slump to continue into current quarter; Warner Bro’s Barbie reaching US$1b at box office
Singapore shares started the week in positive territory following a mixed showing in global markets overnight.
In early trade, the Straits Times Index (STI) rose 0.1 per cent to 3,296.84 points after 28.9 million securities changed hands in the broader market.
In terms of companies to watch for today, we have OUE Healthcare. That’s after the Catalist-listed healthcare group posted earnings of S$1.8 million for the first half of the year ended June.
Elsewhere from Singapore airlines planning to hike frequencies of its flight services to key destinations to unit holders of Sabana Reit voting to remove its manager – more corporate headlines are in store.
Also on the table – Warner Bro’s Barbie movie reaching US$1 billion at the box office to Apple seeing US$130 billion erased from its market valuation.
On Market View, the Drive Time team unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.

Download this podcast.

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