Investor Exchange

Discover how CapitaLand Integrated Commercial Trust is redefining the commercial landscape through bold portfolio rejuvenation and strategic expansion. This episode explores the Trust's proactive management, highlighting major acquisitions and a significant new development in an underserved region. We delve into how CICT leverages its scale to navigate macroeconomic shifts while maintaining a resilient, high-quality portfolio.

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Dive into the financial trajectory of Hafary Holdings Limited during their recent period of strategic expansion. This episode examines multi-segment growth, from a thriving retail presence to increased manufacturing output. Discover how new acquisitions and production shifts are positioning the group for future market challenges.

• The strategic move into the Chinese market via a recent acquisition and its impact on regional oper...

Explore the strategic evolution of Chuan Hup Holdings Limited in our latest deep dive into their mid-year performance. We examine the primary factors propelling their recent profitability, from major project completions in international markets to the expanding footprint of their student accommodation ventures. This episode also highlights the Group’s disciplined approach to capital management and their healthy financial position a...

This episode explores the latest mid-year financial performance of British and Malayan Holdings Limited. We examine the shift in their revenue streams, fueled by a successful push into new client services and contributions from associate investments. Despite operating challenges, the group maintains a debt-free position while eyeing growth through strategic partnerships.

• Discover how new client acquisitions are reshaping the gr...

Explore GRP Ltd's mid-year performance as they navigate strategic shifts and operational milestones. This episode examines how the company balances established business units while pursuing future-forward expansion. From managing regional disputes to identifying fresh growth avenues, we dive into the factors shaping their trajectory.

• Learn how a key change in project management is revitalising a primary housing development

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This episode examines the latest financial trajectory of a multi-faceted group operating in clean room manufacturing, natural gas, and property development. We explore how strategic moves, including the disposal of key assets, have influenced their recent performance amidst fluctuating revenues. Learn about Asian Micro Holdings resilience in a demanding market and their strategic focus on long-term sustainability.

• The strategic...

Explore how a leading real estate trust is reinventing its presence in China to capture emerging growth. This episode dives into proactive strategies for navigating market fluctuations, from strategic asset recycling to community-focused mall transformations.

• Unlocking Asset Value: Learn how a new partnership enables the trust to recycle capital from mature assets into fresh opportunities

• Evolving Retail: Discover how targe...

Join us as we break down Hutchison Port Holdings Trust’s performance during a year defined by shifting global trade dynamics and maritime challenges. We explore how the Trust navigated a complex landscape of rising geopolitical tensions and evolving economic policies to deliver its latest financial results.

• Divergent Port Performance: Discover why key terminals in Hong Kong and the Chinese Mainland saw contrasting volume trends...

In this look at Keppel Ltd's latest results, we explore how the “New Keppel” has successfully transformed into a global asset manager, delivering broad-based growth across all its core segments. By pivoting to an asset-light model, the company is shedding legacy holdings to focus on high-growth, recurring income.

• The strategic “powerbanking” play designed to capture the global wave of AI and digital connectivity

• How record ...

This episode explores CapitaLand Ascendas REIT’s resilient performance throughout the financial year. We dive into the strategic maneuvers—from high-quality acquisitions in Singapore and the United States to proactive portfolio rejuvenation—that have strengthened its global standing. Learn how disciplined capital management and a commitment to future-proofing assets are driving long-term value for unitholders.

• Discover the driv...

Explore the landscape of Asian healthcare real estate. This episode delves into a portfolio of hospitals and nursing homes across Indonesia, Singapore, and Japan. We examine how First REIT Management leverages rising life expectancy and partnerships with medical leaders to provide a gateway into the sector’s growth.

• The strategic focus on aging populations and demographic shifts across Asian economies

• Management of speciali...

Join us as we analyze the Singapore Exchange’s most successful half-year performance to date. This episode highlights the strength of their multi-asset offering, which has supported investors through global market uncertainty. We explore the business segments, from currencies and commodities to the local equity market, that reached new heights in trading activity and adoption.

• Explore how platform modernization and client acqui...

Explore a transformative period for a leading industrial REIT navigating the evolving Asia-Pacific landscape. This episode dives into strategic shifts toward high-specification assets and portfolio rejuvenation. We examine how divestments and regional expansion are reshaping ESR-REIT's future, while disciplined capital management ensures a resilient balance sheet against economic headwinds.

• Discover the impact of major asset en...

This episode explores Keppel REIT’s strategic evolution through a landmark year of portfolio expansion and optimization. We delve into their major new interests in iconic Singapore office towers and a significant first move into the Australian retail market. The discussion highlights how proactive management and high-quality assets across Asia Pacific continue to drive stability in a changing economic landscape.

• Explore the str...

Explore the shifting landscape of Lion Asiapac Limited as they navigate a significant corporate transition. This episode delves into the strategic disposal of a major subsidiary and how the resulting one-off financial realizations are impacting their overall performance. We examine the growth of their core roofing and trading divisions amidst ongoing global economic uncertainty.

• The strategic divestment of a key subsidiary and ...

Explore the resilient performance of Digital Core REIT as it navigates a shifting global landscape. This episode dives into strategic moves throughout 2025, from acquisitions in Japan to significant leasing triumphs in North America. We examine how strong sponsor support helps mitigate risks while positioning the portfolio for sustainable growth.

• Discover how the REIT is expanding its footprint in Osaka to enhance geographic di...

Explore the strategic evolution of a global ceramic and lighting leader navigating a complex high-tech landscape. This episode examines how the surge in generative AI and next-generation communications is reshaping Maruwa Co. Ltd's path forward. We also discuss the rebounding automotive and semiconductor sectors, alongside steady growth in specialized lighting driven by upcoming environmental policy shifts.

• The accelerating rol...

Explore KORE’s latest performance as it enters a refreshed chapter. We discuss the strategic conclusion of its recapitalisation plan and the early return to distributions. Discover why the portfolio’s focus on vibrant lifestyle hubs is effectively capturing shifting office demand.

• Strategic Evolution: Understand how a new name reflects a fresh operational focus and growth path

• The Lifestyle Advantage: Learn why tech-driven ...

This episode explores how Keppel Infrastructure Trust evolves its global portfolio to meet long-term demand. We discuss their "invest-divest-reinvest" philosophy and strategic shift toward new infrastructure sectors. Discover how disciplined capital management and essential services drive their mission to create sustainable value amid shifting global trends.

• Uncover the capital recycling strategy used to unlock value from matur...