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Sam Atkinson

SGX-LISTED COMPANIES

LionGlobal Singapore Physical Gold ETF IPO – The Future Of Gold?

https://open.spotify.com/episode/6kpKs0ZalIOAyg2mowQ4b0?si=ecb285900e944a09 The "Paper Gold" Illusion: 5 Surprising Realities of the LionGlobal Singapore Physical Gold Fund For centuries, gold has served as the ultimate safe-haven asset, providing a physical hedge against the volatility of fiat currencies and digital markets. Yet, for the modern investor, the simplicity of...
SGX-LISTED COMPANIES

Is Singapore’s Defence Surge A Temporary Spike Or A Permanent Structural Shift?

https://open.spotify.com/episode/6h424sB5CIQZwa6PQEKEWv?si=076ee9e376f44d71 Why the Death of the "Peace Dividend" is a Multi-Decade Tailwind for Defense Industrials In early 2026, the era of geopolitical "unpredictability" has graduated from a tactical concern to a permanent structural reality. For nearly three decades, global markets thrived on the "peace dividend"—a period...
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SGX-LISTED COMPANIES

SGX 1H FY2026 Breaks Records! Why This Is Their Best Year Ever

The US$180 Billion Pivot: How Singapore’s Multi-Asset Fortress Redefined the Exchange Model In a global...
SGX-LISTED COMPANIES

One Hutchison Port Booms While Another Crashes In FY2025

Navigating Global Turbulence: 5 Surprising Takeaways from HPH Trust’s 2025 Financial Results Introduction: The Global...
SGX-LISTED COMPANIES

Keppel’s Rebirth As A Global Asset Manager – 2H25 & FY25

The $14.5 Billion Pivot: How a Legacy Giant is Quietly Powering the AI Gold...
SGX-LISTED COMPANIES

5 Surprising Ways CapitaLand China Trust Is Reimagining The “New China” Economy In FY2025

Introduction The prevailing narrative surrounding China’s real estate sector remains one of caution, characterized by...
SGX-LISTED COMPANIES

Why Keppel REIT Just Went All In On Australian Retail In FY2025

The 47.9% Leverage Illusion: Why Keppel REIT’s Sydney Pivot is a Calculated Power Move Introduction:...
SGX-LISTED COMPANIES

ESR-REIT’s High-Spec FY2025 Pivot Pays Off

The 10-for-1 Shift: 5 Surprising Truths Hidden in ESR-REIT’s FY2025 Results The global trade landscape...
SGX-LISTED COMPANIES

Inside Digital Core REIT’s US$1.8 Billion Global Pivot – FY2025

Consolidation and Currency Hedges Every time you stream high-definition content, execute a high-frequency trade, or...
SGX-LISTED COMPANIES

Why Lion Asiapac’s S$6.4 Million Loss Masks A Cash-Rich Pivot – Q2 & 1H2026

The Paper Deficit For the undisciplined investor, the half-year results from Lion Asiapac Limited for...
SGX-LISTED COMPANIES

Keppel Infrastructure Trust Trades Oil Storage For Subsea Cables In FY2025

The S$9 Billion Lifeblood: How Infrastructure is Quietly Powering the AI and Energy Revolution Infrastructure...
SGX-LISTED COMPANIES

Why Maruwa’s Q3 FY2025 Profit Dropped Despite AI Boom

The Silicon & Ceramic Pulse: 5 Surprising Realities from Maruwa’s Q3 Results Introduction: The Invisible...
SGX-LISTED COMPANIES

Pickleball, Tech Hubs & The Great Dividend Comeback – KORE US REIT FY2025

The New Geography of the American Office For the better part of three years, the...
SGX-LISTED COMPANIES

How ASTI Holdings Flipped The Script In Q3 2025

The $1.3 Million Turnaround Introduction: A Tale of Resilience and Red Ink For stakeholders of ASTI...
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SGX-LISTED COMPANIES

LionGlobal Singapore Physical Gold ETF IPO – The Future Of Gold?

https://open.spotify.com/episode/6kpKs0ZalIOAyg2mowQ4b0?si=ecb285900e944a09 The "Paper Gold" Illusion: 5 Surprising Realities of the LionGlobal Singapore Physical Gold Fund For...
SGX-LISTED COMPANIES

Is Singapore’s Defence Surge A Temporary Spike Or A Permanent Structural Shift?

https://open.spotify.com/episode/6h424sB5CIQZwa6PQEKEWv?si=076ee9e376f44d71 Why the Death of the "Peace Dividend" is a Multi-Decade Tailwind for Defense Industrials In...
SGX-LISTED COMPANIES

UI Boustead REIT’s IPO – Are They Redefining The Industrial Playbook?

https://open.spotify.com/episode/1FRSiKbovzXyNjGCT9b931?si=6b335927b60f498d 5 Reasons UI Boustead REIT is Redefining the Industrial Playbook For the uninitiated, industrial real...
SGX-LISTED COMPANIES

Tech Gains Drive EnGro Concrete’s FY2025 Profit Surge

https://open.spotify.com/episode/5uzGUx8kHXYBQxhFdmDy8Y?si=3d9d4894dd9d4d7e More Than Just Concrete: 5 Surprising Insights from EnGro’s Massive FY2025 Turnaround In the landscape...

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