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In this episode, we delve into the financial world of CapitaLand Integrated Commercial Trust, analysing their news release and financial results for the full year 2024. Discover how CICT achieved distributable income growth of 6.4% year-on-year to S$385.7 million. Join us as we break down CICT's portfolio, which comprises 21 properties in Singapore, two in Frankfurt, Germany and three in Sydney, Australia, with a total property value of S$26.0 billion.

We'll assess the potential risks and opportunities that lie ahead for CICT, as they remain focused on Singapore and driving sustainable growth through active portfolio management and disciplined cost management

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In this episode of The Deep Dive, we explore the remarkable transformation of Keppel LTD from a traditional shipbuilding company into a thriving global asset manager. Keppel’s shift in strategy is clearly reflected in its impressive financial performance for the second half and full year of 2024, as they leverage their investments for better returns.

Join us as we delve into Keppel’s strategic shift towards recurring income and sustainable solutions, discussing the impact of their asset sales and focus on high-growth areas like digital infrastructure and clean energy. Learn how their diversification and acquisitions, such as the notable integration with Airmont Capital, are reshaping their business landscape.

Discover how Keppel is positioning itself as a leader in global connectivity and sustainable urban development, and understand the risks and rewards of investing in a company that continues to adapt and innovate. 

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In this episode, we dive into the financial performance of Keppel Infrastructure Trust (KIT) for Fiscal Year 2024. As Singapore's largest listed infrastructure business trust, KIT's impressive growth is driven by strategic acquisitions and diversification across multiple sectors including energy, environmental services, and more.

Explore how KIT's funds from operations saw a notable 10% increase, fueled by their expanding energy transition segment and smart business strategies. Despite challenges in the environmental services sector, KIT continues to innovate and adapt, navigating the complexities of global economic conditions while maintaining a strong commitment to sustainability.

Join us as we discuss how KIT balances its financial ambitions with sustainability goals, its strategic response to market dynamics, and its vision for future growth

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In this episode, we explore the interim financial statements of SLB Development LTD, a Singapore-based property development company. The discussion centers on SLB's remarkable 41.3% revenue increase. Delving deeper, we examine the strategic moves behind these figures and address the potential risks associated with reliance on such revenue streams, especially in a volatile real estate market.

Looking forward, SLB is poised for a future centered on green and sustainable development, adapting to the evolving needs of the real estate market, and addressing potential economic challenges such as interest rate hikes and government policy changes. Their commitment to ethical and strategic growth positions them uniquely in both the Singaporean and global markets.

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In this episode, we dive deep into the financial performance of Duty-Free International Limited, a company primarily operating in Malaysia but listed in Singapore. With a recent 7.3% revenue increase, DFIL's financial health looks promising at first glance. However, the reality is more complex due to a one-off land acquisition compensation from the Malaysian government, raising questions about their core business performance.

Join us as we unravel DFIL's financial journey, learn from their adaptability strategies, and understand the broader economic factors at play in their business environment. Whether you're a seasoned investor or a curious listener, this episode offers valuable insights into the complexities of corporate finance in a dynamic global landscape.

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In this episode, we delve into the full-year results of Singapura Finance LTD (SFL) for FY 2024, uncovering the nuances behind the figures. Despite an overall profit decline of 1%, SFL's strategic maneuvers led to a 51.1% profit surge in the latter half of the year, showcasing their agility in shifting financial landscapes, marked by a significant increase in net interest income.

The discussion reveals Singapura Finance's proficient balance in managing interest rate fluctuations amid global economic uncertainties, with a robust emphasis on risk management and capital adequacy. We explore the implications of the central bank's monetary policy adjustments and how they influence Singapura Finance's net interest income and expense dynamics.

As Singapura Finance navigates a volatile market, their focus on non-interest income surged by 5.6% with strategic diversification through fees and commissions. Their dedication to prudent lending and capital allocation becomes evident as they set aside allowances for potential loan losses, responding to economic forecasts and sector-specific risks.

We also examine Singapura Finance's growth trajectory in the SME lending space, supported by significant loan and deposit increases, positioning them strategically for future opportunities. With a keen eye on regulatory requirements, Singapura Finance's prudent financial management and shareholder-centered strategies come to light through their transparent corporate governance and consistent dividend payouts, reflecting a commitment to sustainable growth in a competitive financial landscape.

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Join us in this episode of "The Deep Dive" as we explore the fascinating journey of Qian Hu Corporation Limited. Known initially for their ornamental fish, Qian Hu has demonstrated impressive diversification into aquaculture, pet accessories, and plastics.

Discover how this company rebounded from a significant loss in the previous fiscal year to achieve profitability in 2024, with a strategic focus on higher-margin products and innovative tech like AI. Learn about their plans for future growth, the challenges they face, and their promising ventures into biodegradable plastics and new markets.

Listen as we dissect their financial health, delve into each business segment, and examine how they are poised to navigate the global economic challenges ahead. Qian Hu's story is one of resilience, strategic expansion, and a relentless commitment to innovation.

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In this episode, we explore the impressive performance of Mapletree Industrial Trust (MIT), a company listed on the Singapore Exchange that focuses on industrial properties in Singapore and data centers worldwide. We delve into their 3Q FY2425 financials, highlighting a remarkable year-on-year growth in both gross revenue and net property income.

Discover how strategic acquisitions, such as a mixed-use facility in Tokyo, contribute significantly to MIT's revenue stream, alongside the promising development of their data center in Osaka. We also discuss their positive leasing activity in Singapore, benefiting from a healthy market with a weighted average rental reversion of 9.8%.

MIT's adept financial management, even amidst global economic challenges, allows them to reduce borrowing costs and strengthen their balance sheet. We examine how their distribution reinvestment plan has become a crucial part of their strategy, further solidifying their financial stability.

The episode also touches on MIT's commitment to sustainability and its expanding solar energy initiatives, aligning their operations with environmental goals, in response to heightened investor interest in sustainable practices.

Finally, we review the opportunities and challenges facing MIT in the high-growth regions of North America and Japan while maintaining a thriving core portfolio in Singapore. Tune in to learn more about MIT's forward-thinking strategies in the world of REITs.

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In this episode, we delve into Mapletree Logistics Trust's (MLT) third-quarter financials for the fiscal year 2024-2025, examining their recent earnings report released on January 21, 2025. We explore MLT's impressive 11.1% jump in DPU, partly driven by smart asset divestments, and their impressive occupancy rate of 96.3%.

Despite a strong performance, MLT faces challenges like a strong Singapore dollar affecting overseas earnings and mixed rental reversions in China. We discuss their strategic acquisitions in high-growth markets like Malaysia and Vietnam, as well as their innovative asset enhancement plans, including a groundbreaking warehouse development in Singapore.

Furthermore, we touch on MLT's proactive capital management strategy to mitigate debt and interest rate risks, alongside their commitment to sustainability through investments in renewable energy and energy-efficient technologies.

Join us as we navigate the complex landscape of logistics real estate, analyzing both the promising opportunities and the potential hurdles MLT faces in an ever-evolving global environment.

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In this episode, we delve into OUE REIT's financial performance for the second half of 2024.