29 May 2023
Market View: Joe Biden and Kevin McCarthy finalises US debt ceiling deal; Nvidia unveils more AI products; Temasek cuts employee compensation after failed FTX investment; Stamford Land’s earnings
Singapore shares began the week in positive territory, tracking strong performances in the US and Europe markets.
The Straits Times Index (STI) was up 0.7 per cent to 3,229.53 points in early trade after 48.8 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Stamford Land. That’s after the company’s net profit rose to S$184.5 million for its second half-year, significantly higher than the S$15.6 million in the year-ago period.
Meanwhile, most Asian markets cheered a deal between US President Joe Biden and House Speaker Kevin McCarthy to lift the US debt ceiling and avoid a catastrophic default.
On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.

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15 May 2023
Market View: Genting Singapore’s Q1 EBITDA down 25% qoq; ST Engineering’s Q1 revenue up 13% yoy; Thailand’s election vs the Thai Baht; US Congressional Budget Office on US default; Samsung and Tesla’s possible alliance to develop chips for autonomous vehicles
Singapore shares started the week lower after US equities ended down on Friday.
In early trade, the Straits Times Index (STI) was down 0.1 per cent to 3,204.36 points after 63 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Genting Singapore. The company announced on Friday that its net profit more than tripled year-on-year to S$129.2 million for the first quarter ended March, though this is no reason for optimism if we dive deeper into the numbers.
Elsewhere, investors continue to monitor more developments out of the US including plans to resume debt ceiling talks tomorrow, and the meet-up between Tesla’s CEO Elon Musk and Samsung Electronics’ executive chairman JY Lee and the odds of a possible alliance.
On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.

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8 May 2023
Market View: US April inflation and monthly budget statement; Seatrium’s S$500m wind farm contracts; DBS’ additional capital requirement by MAS; Sea’s Forrest Li to hike pay by 5%; Alibaba’s Cainiao Network Technology’s US$2b HK IPO
Singapore shares opened the week higher today after global markets ended the previous week markedly higher.
The Straits Times Index (STI) rose 0.2 per cent in early trade to 3274.07 points after 81.2 million securities changed hands.
In terms of companies to watch for today, we have Seatrium, after the group announced on Friday that it has secured a contract worth more than S$500 million.
That’s to develop platforms for two offshore wind farms located off the coast of Long Island in the US.
Meanwhile, global investors continue to brace themselves for a data heavy week. April’s US inflation data will likely grab the attention of traders, as will the US monthly budget statement for April.
On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.

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24 April 2023
Market View: Singapore’s core inflation down to 5% yoy in March; BOJ Ueda’s first policy meeting; LVMH surpasses US$500b in market value;US earnings in full swing; Expectations for Microsoft, Amazon, Meta, Alphabet and Impact of layoffs on balance sheets
Singapore shares fell this morning despite gains in US and Europe markets.
In early trade, the Straits Times Index (STI) fell 0.1 per cent to 3,317.69 points after 17.8 million securities changed hands in the broader market.
In terms of developments to watch for today, Singapore’s headline inflation fell to 5.5 per cent on-year in March, down from 6.3 per cent in February as expected by economists in a Bloomberg poll.
Core inflation meanwhile, also dialled back to 5 per cent on the year in March, down from 5.5 per cent in February.
Elsewhere investors continue to await first quarter earnings from a number of high profile companies including Alphabet, Microsoft, Amazon and Meta. But what is the outlook for the US tech sector after the series of layoffs we saw for the good part of this year?
On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.

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17 April 2023
Market View: US retail sales dropped 1%; JPMorgan and Citibank earnings; Outlook for this corporate earnings season; Microsoft’s Bing may replace Google as default search service on Samsung devices
Singapore shares started the week higher, despite Wall Street stocks retreating. European shares also hit their highest in over a year.
The Straits Times Index rose 0.3 per cent to 3,311.18 points in early trade after 35.3 million securities changed hands in the broader market.
In terms of companies to watch, we have Keppel Corporation, after it announced that Asset Co, which is the entity majority-owned by external investors after the legal completion of Keppel Offshore and Marine with Sembcorp Marine, is actively engaging clients on potential contracts for its legacy rigs.
Meanwhile, from the drop in US retail sales to the latest corporate earnings from the banking sector, and the possibility of Microsoft’s Bing replacing Google as the default search engine on Samsung devices, international headlines continue to be in focus for today.
On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.

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27 March 2023
Market View: Deutsche Bank vs Credit Suisse and Silicon Valley Bank; First Citizens buys SVB; Sembcorp Industries and Becamex IDC to explore smart and sustainable industrial parks in Vietnam; Keppel Corp to divest stake in Podium West Tower and The Podium Mall in Philippines
Singapore shares opened higher today as the trio of local banks remained resilient despite the recent woes of Deutsche Bank.
The Straits Times Index rose 0.6 per cent in early trade to 3231.31 points after 23.3 million securities changed hands.
In terms of companies to watch, we have Keppel Corporation. The group’s Philippines-listed subsidiary will divest a remaining 50 per cent stake in The Podium West Tower and The Podium Mall in the Philippines for around 8 billion pesos (S$195 million).
Elsewhere, investors remain cautious ahead of what could be yet another rocky week, after the cost of insuring Deutsche Bank’s debt against the risk of default jumped to a more than four year high.
But in what way is Deutsche Bank similar or different from Credit Suisse and SVB?
On Market View, the Drive Time team sat down with David Kuo, Co-founder, The Smart Investor for more.

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20 March 2023
Market View: UBS’ US$3.25b takeover of Credit Suisse; Wipeout of Credit Suisse’s AT1 bonds; Yangzijiang Shipping ordered to wind up; Fed’s daily currency swaps for banks in Canada, Britain, Japan, Switzerland and the euro zone; Fed’s interest rate decision
Singapore shares opened lower today, tracking losses in global markets following ongoing banking woes worldwide.
The Straits Times Index fell 0.32 per cent in early trade to 3,173.17 points after 46.3 million securities worth S$55.1 million changed hands.
In terms of companies to watch, we have Yangzijiang Shipbuilding, after a unit of the company that used to hold 43 subsidiaries has been ordered by Singapore’s High Court to wind up. What’s happening there?
Meanwhile, investors continue to mull the state of the global financial sector after news that UBS had agreed to buy rival Credit Suisse in an eleventh-hour merger by Swiss authorities. But to what extent will this prevent a crisis of confidence from spilling over into the broader financial system?
On Market View, the Drive Time team posed these questions to David Kuo, Co-founder, The Smart Investor.

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6 March 2023
Market View: Keppel Land divests 100% stake in Greenfield Development; Thomson Medical Group’s shares hit two-week high on news of possible acquisitions and collaborations; China’s ‘two Sessions’; Outgoing Premier Li Keqiang on ‘around 5 per cent’ growth for 2023; US Fed Chair Jerome Powell to testify before the Senate Banking Committee
Singapore stocks rose today following gains in the US and Europe.
The Straits Times Index was up 0.2 per cent to 3,236.9 points in early trade after 102.5 million securities worth S$29.2 million changed hands.
Some companies seeing new developments include Keppel Corp. Its property arm Keppel Land is divesting its full 100 per cent interest in a company that owns the right to build and operate a hotel in Myanmar.
Another company to watch would be Thomson Medical Group with shares hitting a two-week high today.
On Market View, the Drive Time team deep dived into the details with David Kuo, Co-founder, The Smart Investor. They also had a look at some of the global headlines including China’s two sessions and market expectations ahead of Jerome Powell’s testimony before the US Senate Banking Committee.

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1 March 2023
Bigger Picture: Navigating a year of rising interest rate expectations
David Kuo, co-founder, The Smart Investor shares how high interest rates could go with further rounds of hotter than expected inflation data, especially from Europe and the US.

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27 February 2023
Market View: US PCE up 5.4% you and impact on STI; Olam Group’s net profits fall 24.5% yoy; Venture Corp’s net profits for 2H up 13.8%; Singapore Land Group’s 60% drop in net profit; Adani to raise US$400m in debt against Australian coal port assets; Pfizer in talks to buy Seagen
Singapore shares fell today following losses in US and Europe markets.
The Straits Times Index was down 0.3 per cent to 3,272.89 points in early trade after 63.8 million securities changed hands.
In terms of companies to watch, Olam Group posted a fall in net profit for the second half year ended December, to S$200 million. That’s down 24.5 per cent from levels seen in H2 2021.
What does this mean for the company especially with the planned IPO of Olam Agri in Singapore and Saudi Arabia?
Meanwhile, we’re also tracking electronics manufacturing services provider Venture Corporation, which had on Friday announced a 13.8 per cent increase in net profit for the second half ended December. But what’s the outlook for Singapore’s electronics manufacturing cluster ahead?
On Market View, the Drive Time team got down to the details with David Kuo, Co-founder, The Smart Investor.

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20 February 2023
Market View: SIA’s Scoot to add 9 new Embraer aircrafts to support network growth strategy, SIA Engineering Company’s 64.1% yoy drop in net profits as wage support ends, Challenger Technologies net profits down 40% you, Indonesia banks making "too much money"
Singapore stocks slid today following losses in the US and European markets.
The Straits Times Index fell 0.1 per cent early trade to 3,324.65 points after 68 million securities changed hands.
Singapore Airlines made the news today after its subsidiary Scoot announced on Friday that it will add nine new Embraer <<em-brai-uh, like empire>> E190-E2 aircrafts to its fleet to support its network growth strategy. How are investors reading into this?
At the same time, SIA Engineering Company reported a 64.1 per cent year-on-year fall in net profit to S$12.8 million for its third quarter ended Dec 31, 2022. But to what extent is this a one-off performance as wage support ends?
On Market View, the Drive Time team posed these questions to David Kuo, Co-founder, The Smart Investor.

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13 February 2023
Market View today: DBS’ earnings jumped 69% yoy, Thomson Medical’s profit boost, Outlook for the medical tourism sector in Singapore, Sats joint venture with Air India to design and operate cargo hub at India’s Noida International Airport
Singapore shares open in the green today reversing last week’s loss streak.
The benchmark Straits Times Index gained 0.4 per cent to 3,375.41 points in early trade after 55.8 million securities changed hands.
Some companies to watch today include Singapore’s largest lender DBS, which saw a 69 per cent year-on-year rise in net profit to a record S$2.3 billion for its fourth quarter ended Dec 31, 2022. But to what extent have higher interest rates boosted results and what’s the outlook ahead as interest rates around the world begin to level?
Another company we’re tracking is Thomson Medical, after it reported an 82.6 per cent year-on-year jump in net profit to S$22.8 million in the half year ended Dec 31.
But why is this the case? To what extent will the opening of borders boost medical tourism here in Singapore this year?
On Market View, Drive Time’s finance presenter Chua Tian Tian posed these questions to  David Kuo, Co-founder, The Smart Investor.

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6 February 2023
Market View: Sembcorp Marine’s merger with Keppel O&M, Stocks to watch in February, YKGI’s trading debut, US labour market adding over half a million jobs in January
Singapore shares barely moved in early trade today following mixed activity in US and Europe markets.
Some notable names seeing developments today included shipbuilding company Sembcorp Marine. It had reported an improvement in net debt to equity ratio from 0.53 times as at end September 2022 to 0.26 times as at end-2022. But what does this mean for Sembmarine, which is working towards a merger with Keppel O&M?
In terms of new listings, the operator of Yew Kee Duck Rice and bubble tea brand Chicha San Chen’s Singapore franchise, YKGI kicked off its trading debut today. But how has the company fared so far?
Elsewhere, the US labour market added over half a million jobs in January, defying market expectations. But what’s next for the US economy?
On Market View, the Drive Time team posed these questions to David Kuo, Co-founder, The Smart Investor.

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9 December 2022
Market View: Morgan Stanley’s job cuts, Walmart CEO on theft in stores, TSMC’s investment in Arizona plant, Dividend yielding stocks to watch in Singapore
Company news takes the centre stage today as we deep dive into key developments for the week.
Within the US, Morgan Stanley is embarking on a fresh round of job cuts amounting to some 1,600 workers or 2 per cent of its total workforce. Question is - has the latest round of tech layoffs sparked wider contagion in other sectors?
Also, Walmart CEO has been quoted saying that theft is becoming a bigger issue at US stores but what would this mean for retailers in the industry? Meanwhile, Taiwan chipmaker TSMC upped its investment at its new Arizona plant to US$40 billion but are chipmakers bidding goodbye to Taiwan?
On Market View, Prime Time’s finance presenter Chua Tian Tian sat down with David Kuo, Co-Founder, The Smart Investor for more.
They also talked about Singapore’s blue chip stocks, companies paying dividends in December and the 3 investment decisions one should make before 2022 ends.

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1 December 2022
Why It Matters: November market highlights
November has been the best month for Asian stocks relative to global peers since 1993. The MSCI Asia Pacific Index jumped 15% this month, set for its biggest jump since 1998. In comparison, the MSCI All Country World Index is up less than 6%.
David Kuo, co-founder, The Smart Investor shares more.

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9 September 2022
Market View: US market outlook, Temasek's recent US buys, ECB rate hike, Energy stocks and the Singapore banking sector
Stock markets in the US, Europe and Singapore are at the heart of the discussion today. In the US, the Beige Book showed the US economy grew slightly through the end of August, while outlook remained weak over the next year. But what does this mean for markets? Elsewhere, the European Central Bank has hiked interest rates by yet another 75 basis points to tackle rising inflation, but how are markets likely to react, and is this the time to snap up energy shares in the region? Back home, Singapore saw a number of digital banks sprouting recently, but what does this mean for the shares of companies backing them, and should trio of local banks be concerned? On Market View, Prime Time's Finance Presenter Chua Tian Tian got down to the details with David Kuo, Co-founder of The Smart Investor.

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1 September 2022
Why It Matters: Winners and Losers for August
Will a K-Pop ETF attract better investment in the industry? What does the US market expect to face after the US Fed's interest rate rise kicks in by September? Those are the top concerns in August. David Kuo, Co-founder, The Smart Investor shares more.

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19 July 2022
Market View: What can investors do amid the current volatilities?
The Central Bank’s approach to handle inflation is still the top concern of investors this week. Searching for stocks that produce a good level of dividends and the assessment of the whole market in Singapore will be looked into.

On Market View today, Chua Tian Tian continues her conversation with David Kuo, Co-founder The Smart Investor to find out more.

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15 July 2022
Market View: How to invest in a bear market, and what are the implications of recent rate hikes by central banks around the world?
Around the world, policymakers in New Zealand, Canada, South Korea and Philippines have all announced rate hikes over the past week, fanning fears that policymakers could go too far and tip leading economies into a recession. Back home, the Monetary Authority of Singapore has made a surprise off cycle move to tighten its monetary policy, or put simply to strengthen the Singapore dollar and reduce imported inflation. What are the implications of these developments on global markets? And how should we invest in a bear market? In Market View, Prime Time’s Finance Presenter Chua Tian Tian spoke posed these questions to David Kuo, Co-Founder of The Smart Investor.

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1 July 2022
Why It Matters: Will the second half be better for markets?
David Kuo, Co-Founder, The Smart Investor, discusses why the coming months will be tough, and whether Chinese stocks may be a more attractive investment instead, as well as reviews the first half of the year for the Straits Times Index, which finished little changed year-to-date.

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2 June 2022
Market View: Pessimism in US economic growth and approach for investors of this market
Federal Reserve officials from both the hawkish and dovish wings of the US central bank are determined to raise interest rates, even if the report states that US economic growth is shifting into a lower gear. While stocks show a decline in recent weeks on optimism that inflation may be easing, many are still pessimistic.
In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, the Smart Investor to find out more.

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1 June 2022
Why It Matters: May winners & losers
How do we cope with volatile markets and inflation? What are the effects of the US dollar gaining strength and how should investors react? Is the Fed's decision to increase interest rates until inflation comes down feasible? Lastly, what are the benefits of Shanghai easing Covid-19 restrictions? David Kuo, co-founder, the smart investor helps us answer these questions, as well as looking at the winners and losers in the stock market over the past 5 months.

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26 May 2022
Market View: Update on the current inflation situation and how investors should face it
A war between Russia and Ukraine has profoundly affected the global economy including the current inflation issue. With more and higher interest rate hikes on the horizon, recalibrating investment portfolios is among the top concerns.

In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, Co-founder, The Smart Investor to find out more.

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18 May 2022
Market View: Updates on plans coping with inflation
Food prices and housing costs are on the rise due to global inflation. According to Federal Reserve Chair Jerome Powell, there is an expectation that inflation is in the process of retreat.

In Market View, Prime Time’s Bharati Jagdish spoke with David Kuo, Co-founder of The Smart Investor to find out more.

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4 May 2022
Why It Matters: April winners & losers
As stocks try to recover from the resulting drawdowns in April, how should investors react to the current economic climate? Moreover, what entails the value of a stock and how much risk should we take when investing? David Kuo, Co-Founder, The Smart Investor helps us answer these questions while diving into April's biggest winners and losers such as Jardine C&C and Keppel DC REIT respectively.

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1 April 2022
Why It Matters: March market highlights & US Inverted Yield curve
Wrapping up the month of March, David Kuo, Co-Founder, The Smart Investor joins us to talk about the possibility of the US going into recession in the face of an inverted yield curve, and his analysis on some of the top market winners and losers of the month.

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1 March 2022
Why It Matters: February winners & losers
David Kuo, Co-Founder, The Smart Investor shares if the recent Russia-Ukraine crisis should change the way we invest, the impact on growth outlook in view of pain and blowback from sanctions imposed on Russia, and some of February's top winners and losers.

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1 December 2021
Why It Matters: November winners & losers
David Kuo, Co-Founder, The Smart Investor, shares what investors should be doing differently – with the new Omicron variant being potentially more transmissible – and November’s biggest winners/losers on the Straits Times Index.

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1 November 2021
Why It Matters: October market highlights + November Lookahead
David Kuo, co-founder, The Smart Investor reflects on some of the highlights in the news for the month of October, along with his analysis on the top market winners and losers.

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1 October 2021
Why It Matters: Market Wrap - September market top winners and losers
David Kuo, Co-founder, The Smart Investor, gives an analysis of the main concerns mounting into the month of October, including elevated inflation, supply-chain bottlenecks, a global energy crunch and regulatory risks emanating from China. He also provides a breakdown of September's biggest winners/losers on the Straits Times Index.

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2 August 2021
Why It Matters: Market Wrap - July market top winners and losers
David Kuo, co-founder, The Smart Investor, gives an analysis of China’s recent clampdown on the private education sector, major market trends in the US, and July’s biggest winners/losers on the Straits Times Index.

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1 July 2021
Market Wrap: June market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of how some of the major markets fared in 2021 so far and June's biggest winners/losers on the Straits Times Index.

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1 June 2021
Market Wrap: May market top winners and losers
David Kuo, co-founder, The Smart Investor breaks down the latest on the winners and losers from May, and his thoughts on PM Lee’s recent COVID-19 guidance.

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3 May 2021
Market Wrap: April market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of April's biggest winners/losers on the Straits Times Index and some takeaways from the Berkshire Hathaway AGM.

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1 April 2021
Market Wrap: March market top winners and losers
David Kuo, co-founder, The Smart Investor reflects on some of the biggest news stories in March, and gives his analysis on the month's top market winners and losers.

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11 March 2021
Companies to Watch: Jardine Matheson
This week, Jardine Matheson announced its acquisition plans of its subsidiary Jardine Strategic, which is valued at approximately US$5.5 billion and is expected to become effective by the end of April. The deal will detangle its decades-old cross-holding group structuring. David Kuo, Co-Founder of The Smart Investor shares more about why the group was originally structured this way, and what the deal means for shareholders.

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1 March 2021
Market Wrap: February market top winners and losers
David Kuo, co-founder, the smart investor gives an analysis of the drop in bond yields from year highs of 1.6% to 1.41%, and some of the biggest winners and losers of February.

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1 February 2021
Market Wrap: January market top winners and losers
David Kuo, co-founder, The Smart Investor breaks down the latest of GameStop's outstanding stock performance as a result of a battle between short selling hedge funds and ordinary investors, and the winners and losers of January.

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4 January 2021
Market Wrap: 2020 market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of the biggest winners and losers of 2020, and sectors that could possibly do well in 2021.

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1 December 2020
Market Wrap: November market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of November's biggest winners/losers on the Straits Times Index.

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2 November 2020
Market Wrap: October market top winners and losers
David Kuo, Co-founder, The Smart Investor gives an analysis of October's biggest winners/losers on the Straits Times Index.

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1 October 2020
September market top winners and losers
David Kuo, Co-founder, The Smart Investor reflects on the biggest stories from September, and shares who were the biggest market winners and losers for the month.

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1 September 2020
August market top winners and losers
David Kuo, co-founder, The Smart Investor shares more about how the markets have done in August, as well as the top losers and gainers in the month.

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1 July 2020
June’s market winners and losers
David Kuo, co-founder of the Smart Investor breaks down the latest on the significance of the National Security Law on the markets in Hong Kong and the winners and losers in the first half of the year.

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1 June 2020
May's Market Winners & Losers & June's Outlook
David Kuo, co-founder, the Smart Investor analyzes the impact of President Donald Trump's intentions to revoke Hong Kong’s favored trade status with the United States and if it is time to think about reducing investments in companies with China or even Hong Kong exposure.

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4 May 2020
Market Wrap for April, Outlook for May 2020
David Kuo, Co-Founder, The Smart Investor gives his take on what lies ahead for dividend hunters as more companies cut back, and whether it's time to sell in May and go away.

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1 April 2020
Top markets winners & losers from March
David Kuo, Co-Founder, The Smart Investor breaks down the latest on a single winner in the Singapore markets in March, the possibility of dividends being cut in the near future, and more.

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2 March 2020
Market Wrap for Feb, Outlook for March 2020
David Kuo, Co-Founder of The Smart Investor looks back at some of the top STI winners and losers, and what to look out for in March after the sharp correction last week.

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13 January 2020
Money and Me: How you can pick the same stocks as David Kuo
Ever wished you could look at how an actual successful investor allocates his investment funds in real life? Well, now you can. Former Motley Fool David Kuo tells us how we can all take a peek his investment portfolios. It is a new subscription service that his brand new site smartinvestor.com.sg will be offering. Which stock bought 30 years ago, does he still holds today? Which regions in Asia is he optimistic about and why? Why does David think gold should not be a priority in your portfolio this year? And why is he not panicking in 2020? We find out with David Kuo, Co-founder of Smart Investor shares more.

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2 Jan 2020
Learning from 2019 to invest in 2020
As we welcome a brand new year and decade, David Kuo, co-founder, The Smart Investor breaks down the biggest risers and losers of 2019 and where to invest in 2020.

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2 December 2019
November's top winners/losers & market outlook
No doubt that November was a tough month for markets, with the London Bridge Attack to the Hong Kong Polytechnic University siege. David Kuo, co-founder, The Smart Investor breaks down for us the top winners and losers for the month which saw the STI lose 1.1%.

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1 November 2019
October's Straits Times Index top winners & losers
David Kuo, co-founder, The Smart Investor, shares what his new venture is about after moving on from Motley Fool Singapore. He also gives his take on US-China trade tensions, and wraps up October's STI's top gainers/losers.

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