Investor Exchange

Duty Free International Abandons Retail For Automotive Pivot In Q3 2025

This episode explores Duty Free International Limited’s strategic pivot amidst a shifting economic landscape. Facing the unforeseen closure of a key outlet due to compulsory land acquisition, the Group is now pursuing legal action for fair compensation. To ensure future growth, they have completed a major acquisition, diversifying into the automotive sector to secure more stable revenue.
 
• The impact of a strengthening local currency and inflationary pressures on retail demand
 
• A high-stakes legal dispute following the government’s takeover of a primary duty-free site
 
• The Group’s bold shift into automotive manufacturing to reduce its retail reliance

Totm Technologies HY 2025 Revenue Collapse & Web3 Gamble

In this episode, we explore how Totm Technologies is navigating a transition by refocusing on its strengths in digital identity. Despite shifting market demands, the Group is pivoting towards the Web3 landscape, integrating blockchain-enabled solutions into public-sector use cases. By leveraging established infrastructure and exploring innovative partnerships, they aim to redefine secure systems integration.
 
• Discover how a strategic refocus on mission-critical platforms is strengthening their presence in national digital infrastructure
 
• Uncover potential Web3 collaborations exploring decentralised identity and immersive digital experiences
 
• Learn about rigorous cost discipline measures designed for long-term growth

Is Soon Hock's Strategy Future-Ready?

This episode explores whether a leading industrial real estate specialist can maintain its growth trajectory in Singapore’s evolving landscape. Experts debate the company’s competitive edge, rooted in a user-centric strategy that integrates future-ready infrastructure. However, discussions also highlight risks associated with a cyclical local market and volatile financing costs.
 
• Uncover how innovative design, including flexible layouts, addresses the specific needs of modern manufacturing
 
• We dive into a strategic project pipeline situated near major transport hubs
 
• Learn why leadership's recent share buybacks signal strong conviction in future value

Is ASL Marine Shifting From Surviving To Thriving?

Is ASL Marine merely surviving, or is it finally ready to thrive? This episode debates if the shift towards high-margin ship repairs is a permanent structural tailwind or a temporary cycle. We explore whether infrastructure-linked contracts provide a sufficiently defensive anchor for future earnings.
 
• The Ageing Fleet: Discover how regulatory requirements and older vessels are driving mandatory yard visits
 
• Infrastructure Stability: See how major marine projects provide strong earnings visibility for the company's chartering segment
 
• Dividend Growth: Learn why deleveraging and improved cash generation have finally reopened the door for shareholder returns

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

Is Reclaims Global the powerhouse foundation of Singapore’s construction boom? We debate whether being a top-tier player in early-stage earthworks makes this firm a low-risk winner or if sector cyclicality remains a concern. With a strategic focus on massive infrastructure projects like the Tuas Mega Port, the discussion weighs their dominant market position against the broader industry outlook.
 
• Discover why their essential role in the early stages of construction minimises default risks
 
• The impact of a debt-free balance sheet and a consistent history of rewarding shareholders
 
• How recent capital raising positions them to capitalise on the ongoing industry upcycle

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

The discussion evaluates the growth potential of NTT DC REIT within the evolving data centre landscape,. Panellists debate whether the strategy of leveraging a global sponsor pipeline for asset injections is sufficient to outperform rivals. A key focus remains the balance between concentration risk and the immense opportunity presented by their primary tenant's technological expansion.
 
• How an anchor tenant’s foray into autonomous humanoid robotics could revolutionise future demand for capacity
 
• The strategic significance of potential acquisitions in prime international markets like Frankfurt
 
• Analysing the benefits of tenant ramp-ups and new leases across global sites

How Shopper360 Turned Massive Losses Into Profit In 1H2026

Shopper360 Limited has achieved a significant financial turnaround for the current reporting period. By implementing strategic cost-savings and realigning manpower, the Group successfully moved from a deficit to a positive bottom line. Growth was notably strong in sales execution as existing clients expanded their scope.
 
• Discover how the Group streamlined operations and optimised staff expenses to enhance efficiency
 
• Explore evolving market trends, including the rise of hybrid shopper journeys and data-driven retail media
 
• Understand the strategic decision to prioritise capital for future development over issuing dividends

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

This debate explores whether PC Partner Group's strategic relocation to Singapore and the latest GPU architecture launch signal a permanent recovery. We examine the tension between the current surge in gaming demand and the rising costs of critical components like high-speed memory.
 
• Strategic Resilience: Discover how a "China Plus One" strategy is being used to navigate international trade tariffs and improve operational flexibility
 
• Supplier Dependence: Analyse the risks of relying on a single major partner and whether the current upgrade cycle can sustain future performance
 
• Future Growth: Explore the potential for expansion into AI-adjacent hardware and specialised medical-grade systems

500% Profit Surge – How Fortress Minerals Is Defying Global Steel Headwinds In Q3 FY2026

In this episode, Fortress Minerals navigates a dynamic quarter driven by resilient regional demand for high-grade iron ore. The Group is entering a strategic growth phase, focusing on enhancing operational efficiencies and expanding its mineral portfolio to align with evolving global market demands and sustainability priorities.
 
• Discover how new processing facilities and crushing plants are set to bolster production capabilities and long-term operational efficiency
 
• Explore the Group’s disciplined expansion into critical minerals and its pursuit of regional opportunities through strategic acquisitions and partnerships
 
• Learn how the company successfully countered market price volatility by leveraging economies of scale and optimising its internal cost structures

Police Reports Filed After CEO Sacked Amid Corporate Scandal – Advanced Systems Automation HY2025

Advanced Systems Automation Limited is navigating a period of strategic shifts and corporate drama. While integrating its new aquaculture venture, the group faces intense litigation and internal governance disputes. The board is now prioritising a remediation roadmap to stabilise operations and address ongoing financial concerns.
 
• Corporate Intrigue: Explore a high-stakes legal battle involving repayment demands and allegations of unauthorised conduct
 
• Strategic Evolution: Discover how the group is diversifying its manufacturing roots with a fresh expansion into the aquaculture sector
 
• Future Stability: Learn about the intensive efforts designed to resolve audit issues and secure the company's future