Investor Exchange

Covering SGX-listed company announcements in easy-to-understand language.

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Episodes

Wednesday Oct 29, 2025

LMIRT Management reports substantial operational improvements for the third quarter of 2025, driven by strategic asset enhancement initiatives (AEIs) and a refined tenant mix. The focused approach on enhancing asset quality and maintaining prudent capital management has strengthened portfolio resilience and contributed to a positive financial turnaround, positioning the Trust for sustained competitiveness in Indonesia’s evolving retail market.
 
• Strategic upgrades have paid off, successfully driving stronger shopper engagement and visitor traffic across key geographical regions
 
• The Trust maintained a healthy level of occupied space, reflecting robust underlying performance and achieving positive rental agreements upon renewal
 
• A recent major capital exercise was launched to improve financial flexibility, reduce existing obligations, and fund ongoing portfolio improvements

Wednesday Oct 29, 2025

The period saw Mapletree Industrial Trust Management navigate a fluid global economic landscape. Operational performance demonstrated stability, supported by strong rental reversions and longer lease commitments in Singapore. However, financial outcomes were affected by foreign exchange headwinds and the absence of a large one-off gain realized previously. Strategic divestments were completed to streamline the portfolio and enhance financial flexibility for investment opportunities, particularly in expanding data centre markets.
 
• Explore how strategic sales of properties in Singapore unlocked value and bolstered the capital structure
 
• Uncover the stable operational results, driven by positive rental trends and an increase in overall lease to expiry
 
• Understand the impact of global uncertainty, currency fluctuations, and the absence of prior period exceptional gains

Tuesday Oct 28, 2025

Singapore Paincare Holdings Limited reports a net loss for the financial year ended 30 June 2025 (FY2025). This financial reversal was driven by a confluence of factors, including operational difficulties, non-operating losses, and strategic investments. Management noted that the tightening of claims processes by insurers also impacted revenue.
 
• The financial outcome was negatively affected by necessary impairment charges, specifically those relating to goodwill and plant and equipment, due to the underperformance of various clinics
 
• The Group recorded a share of losses from a joint venture and associates, with the joint venture loss primarily caused by a revaluation loss on an investment
 
• In response to evolving market conditions, the Group undertook a significant rebranding exercise and increased investments in marketing and digital transformation initiatives, including the acquisition of AI technologies

Tuesday Oct 28, 2025

Nomura Holdings reported another strong overall performance, underscoring the success of its strategy to strengthen the business model for sustained delivery. The results highlight significant divisional accomplishments, including key milestones in recurring revenue and asset accumulation. Wholesale delivered a substantially more robust performance, reflecting effective capital discipline, while the Banking division also booked solid revenues.
 
• The Wealth Management division achieved record high recurring revenue assets, a milestone driven by a prolonged sequence of net inflows
 
• Investment Management celebrated assets under management reaching an all-time high, maintaining strong momentum due to a consistent record of net inflows
 
• Wholesale pretax income jumped significantly compared to the previous year, supported by record high revenues generated by the Equities business

Tuesday Oct 28, 2025

Mapletree Logistics Trust Management delivered another quarter of resilient operational performance, highlighted by stable sequential results and proactive capital management efforts that helped reduce borrowing costs. Despite lingering macroeconomic caution and the impact of weaker foreign currencies year-on-year, the portfolio maintained a high level of occupancy. The Manager continues its strategy of portfolio rejuvenation, focusing on green initiatives and disciplined risk mitigation.
 
• Operational Excellence: Portfolio space utilization improved, reflecting robust leasing demand and resilient performance across key markets
 
• Financial Foresight: Learn how the Manager leveraged favorable market shifts and hedging strategies to achieve lower financing expenses this quarter
 
• Future-Proofing the Assets: Strategic divestments and the completion of a major redevelopment project pave the way for a modern, high-potential asset base

Tuesday Oct 28, 2025

Sunrise Shares Holdings Ltd. has published its results for the eighteen-month financial period, detailing a time of significant transition. The Group forecasts a net loss, primarily attributed to heightened administrative expenses and overheads associated with new operations. This period marks a profound shift, defined by the successful launch of a new hospitality management segment and a planned exit from former consultancy activities.
 
• A major acquisition cemented the Group’s focus on hospitality management in Malaysia, providing a crucial new revenue stream
 
• The Group experienced an elevated overall loss for the period, stemming from increased manpower costs and hotel operational expenses
 
• Looking ahead, the company plans a pivotal business diversification into minerals processing and renewable energy sectors

Friday Oct 24, 2025

The latest financial results for iFAST Corporation Ltd reflect a period of outstanding performance, marked by record-high group profitability and unprecedented assets under administration driven by strong execution across all major markets. Key successes include robust growth from the Hong Kong ePension business and the continuation of the core wealth management platform's strong momentum. Furthermore, the global digital bank achieved a significant milestone, maintaining its profitable streak and remaining on track for a full-year turnaround. The Group projects robust growth ahead.
 
• Unprecedented investment activity resulted in all wealth management markets reaching new AUA peaks
 
• The global digital bank solidified its turnaround, achieving four consecutive quarters of profitable operation
 
• Strategic efforts focus on strengthening ecosystem interoperability through "iFAST Bridge" and enhanced global payment capabilities

Thursday Oct 23, 2025

Frasers Centrepoint Trust (FCT) reports a strong financial year, underscoring the resilience of its suburban retail portfolio and the success of proactive asset management. The results were significantly boosted by strategic portfolio moves, including a key acquisition that cemented FCT’s position as the largest suburban retail mall owner in Singapore. Operational performance remains healthy, supported by high occupancy and strong leasing activity.
 
• Strategic portfolio transformation was completed through the major acquisition of a retail hub and the divestment of another property
 
• FCT achieved Regional Sector Leader status for sustainability in Asia, maintaining its highest rating for the fifth consecutive year
 
• Ongoing asset enhancement initiatives are progressing well, promising a refreshed shopper experience with strong leasing pre-commitment for the revitalized spaces

Thursday Oct 23, 2025

The latest operational announcement reveals that ISEC Healthcare Ltd experienced positive growth in business activities, leading to increased revenue and higher gross profit. This growth, however, was accompanied by rising administrative expenses, partially due to the opening of new or expanded eye centres. Significant corporate attention remains focused on the progress of a major property acquisition in Kuala Lumpur, which is advancing on schedule. Furthermore, the Group has temporarily extended the service contract of a key executive while monitoring the uncertain political landscape in Myanmar, where operations remain profitable.
 
• Explore the impact of expanded business activities on specialised health services and the resultant increase in operational expenses
 
• Get the latest update on a significant, multi-year property acquisition in Malaysia intended for future medical care operations
 
• Discover the current status of contract negotiations with a crucial executive and the ongoing viability of operations in the face of geopolitical uncertainty in an overseas market

Wednesday Oct 22, 2025

Sabana Industrial REIT delivered an exceptional operational and financial performance for the third quarter of 2025, significantly boosting key income metrics and extending an impressive, multi-year streak of positive rental growth. The "crown jewel" property, New Tech Park, was a central driver of this success, achieving an occupancy high not seen in over a decade and surpassing Singapore’s average business park occupancy significantly. The REIT is well-positioned to maintain its growth trajectory.
 
• Find out which "crown jewel" property hit an unprecedented high occupancy level, defying challenging market trends
 
• Discover the remarkable, multi-year track record of continuous positive rental growth the Manager has achieved
 
• Learn how the REIT is expected to deliver sector-leading growth in income available for distribution per unit for the full financial year

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