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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

Why Indonesia’s Chocolate King Is Defying The Cocoa Crisis

Bitter Costs, Sweet Returns The global chocolate market is currently navigating a "super-cycle" that feels...
SGX-LISTED COMPANIES

How Tosei Corp Mastered Strategic Deferral In FY2025 To Shatter Records In A Shifting Tokyo Market

In the high-stakes theater of global real estate, Tokyo has reinforced its standing as...
SGX-LISTED COMPANIES

Is ASL Marine Shifting From Surviving To Thriving?

When most investors think about a thriving marine company, they picture massive shipyards launching...
SGX-LISTED COMPANIES

Is Soon Hock’s Strategy Future-Ready?

Introduction: When you think of industrial real estate, the image that often comes to mind...
SGX-LISTED COMPANIES

Totm Technologies HY 2025 Revenue Collapse & Web3 Gamble

At first glance, TOTM Technologies' latest interim report flashes red flags. Revenue is down...
SGX-LISTED COMPANIES

GKE Corporation 1H FY26 Profit Crash & S$120M Dubai Expansion Gamble

GKE's S$120M Global Play: Why the "Gestation Period" is a Growth Story in Disguise In...
SGX-LISTED COMPANIES

How HC Surgical Specialists Boosted Profits Despite A Revenue Dip In HY FY2026

Precision in the Markets In the business of medicine, conventional wisdom suggests that if your...
SGX-LISTED COMPANIES

Duty Free International Abandons Retail For Automotive Pivot In Q3 2025

The Great Malaysian Pivot: How Duty Free International is Trading Perfume for Pistons Numbers Never...
SGX-LISTED COMPANIES

Why Singapore’s $44 Billion Construction Boom Starts With This Under-the-Radar Powerhouse

Investing in the Foundations If you live in Singapore, your daily commute is likely a...
SGX-LISTED COMPANIES

Why NTT DC REIT Is The Lucrative Infrastructure Play For The Robotics Revolution

The AI Brain in Brick and Mortar Introduction: The Physicality of the Digital Cloud Investors often...
SGX-LISTED COMPANIES

How Shopper360 Turned Massive Losses Into Profit In 1H2026

From Red to Black: 4 Surprising Takeaways from shopper360’s Strategic Rebound 1. The Art of...
SGX-LISTED COMPANIES

Is PC Partner The Most Undervalued Way To Ride The NVIDIA Wave?

From China to Singapore: The AI Boom's Hidden Backdoor For the modern investor, the "NVIDIA...
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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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