Podcasts about st engineering

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Singapore market champion can be, and whether Salesforce's struggles reveal a deeper challenge facing software companies in the age of AI. Also on the show: Yum Brands sheds Pizza Hut, Elite UK REIT expands its portfolio, Nike scores a branding win, and California's solar milestone sends another signal about the future of energy.See omnystudio.com/listener for privacy information.

AIMS APAC REIT, Airbnb, Deckers Outdoor, Salesforce, HP, Dell Technologies, Costco, Nvidia, Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX, Thai Beverage, Disney. AIMS APAC REIT is chasing the AI boom, but can data-centre dreams translate into real investor returns? Hosted by Michelle Martin, this episode explores AIMS APAC REIT's push into digital infrastructure and why industrial landlords are racing to capture AI-driven demand for data centres. Michelle examines why cash-rich companies such as Airbnb and Deckers Outdoor may have a growing advantage in an uncertain economic environment. She unpacks the market's latest acronyms -TACO and NACHO - and what they reveal about investor expectations for trade policy, oil prices and geopolitics. The episode also previews earnings from Salesforce, Dell, HP and Costco, asking whether AI spending is spreading beyond Nvidia into the broader economy. Plus: Japan's record-breaking rally, gains at Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX and Thai Beverage, and what they signal for the STI's next move.See omnystudio.com/listener for privacy information.

In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how improving sentiment surrounding a potential US-Iran agreement to reopen the Straits of Hormuz is lifting regional equities and easing pressure on crude oil prices. Against this backdrop, Singapore's April NODX numbers reached a 14-year high, reinforcing the view that AI and oil-related activity remain two major drivers of the domestic market.We begin with our Analyst, Shaina Mahtani, joins the show to discuss Centurion's stronger-than-expected 1Q results, the outlook for earnings growth and why the stock continues to stand out despite expectations for some moderation in FY26 earnings growth, supporting SMIDs Analyst, Eric's BUY view on the stock.Thilan then highlights Technology and SMIDs Analyst Jarick's continued positive outlook on Frencken following its 1Q results, with the BUY call supported by expectations of a stronger 2H recovery as semiconductor orders ramp up. He notes improving demand from key customers, potential upside from new DUV and EUV product introductions, and better earnings quality as the revenue mix shifts toward higher-margin semiconductor activity.He also discusses ST Engineering's strong start to the year, with revenue growth across all three segments, margin expansion and a record order book providing strong earnings visibility. Commercial Aerospace remains a key growth driver, while Defence and Public Security continues to provide resilience amid elevated geopolitical uncertainty, supporting REITs Analyst Krishna's BUY view on the stock.Finally, our Regional Head of TMT Research, Hussaini Saifee, who breaks down the surprise collapse of the Simba-M1 consolidation and what it means for the competitive landscape in Singapore's telco sector. He also explains why Singtel is increasingly emerging as a diversified AI and infrastructure play despite recent share price weakness, while sharing his latest views on StarHub.

How do you future-proof your satellite network to thrive in an increasingly connected world? It's a key question that network operators are asking as they navigate new technologies like 5G, non-terrestrial networks (NTN), multi-orbit architectures, and AI-driven applications. This week, Brian Jakins, senior vice president of Sales at ST Engineering iDirect joins the On Orbit podcast for a conversation about network modernization. Brian works closely with ST Engineering iDirect's customers, which gives him a unique viewpoint at the intersection from both the satellite side and the network operator perspective. In this episode, he talks about the tradeoffs operators are making, how they are approaching emerging technologies and what's truly responding as they look to build scalable, resilient networks. This episode of On Orbit is brought to you by ST Engineering iDirect, a global leader in satellite communications providing technology and solutions that enable its customers to expand their businesses and optimize their satcom networks.  

What if the biggest threat to AI isn’t competition - but geopolitics? China blocks Meta Platforms’s AI ambitions, reshaping the rules of global tech investment overnight. Meanwhile, OpenAI and Microsoft loosen ties, signalling a new era of AI independence and rivalry. Markets edge higher even as oil surges past US$100, with Middle East tensions back in focus. Corporate movers from BP to ST Engineering highlight how geopolitics is driving winners and losers. All this and more as investors navigate a market where power, not just profits, is the real currency - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Intel surges on signs of a manufacturing-led turnaround, while Visa rolls out AI tools to reshape payments disputes. Microsoft doubles down on Singapore with a US$5.5 billion AI investment, underscoring regional tech ambition. Meanwhile, Elon Musk’s SpaceX IPO could rewrite valuation records even as Iran tensions cast a shadow over tech. In corporate news, OCBC hits a S$100 billion milestone and ST Engineering secures major contracts - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Singapore shares slid today as investors continue to mull US President Donald Trump’s address on the war in the Middle East. The Straits Times Index fell 0.76% to 4,937.86 points at 2.41pm Singapore time, with a value turnover of S$1.09B seen in the broader market. In terms of counters to watch, we have ST Engineering, after it announced yesterday that its marine business has secured a six-year subcontract valued at an estimated S$600 million from Abu Dhabi Ship Building (ADSB), a shipbuilder based in the United Arab Emirates. Meanwhile, from how regional markets moved post-Trump’s address to how CapitaLand Investment plans to accelerate its capital recycling efforts and is evaluating “structural solutions” for its assets in China, more financial and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

Oil above $100, war in the Middle East, and AI spending from Big Tech are colliding to reshape the global market outlook. On this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack how the Iran conflict and disruption in the Strait of Hormuz are pushing oil prices sharply higher and unsettling investors worldwide. Brent crude’s surge toward US$103 is raising fresh inflation fears just as the U.S. Federal Reserve prepares for a key rate decision. Closer to home, the ripple effects could hit Singapore’s REIT sector, which faces pressure from rising financing costs and property valuation risks. Meanwhile, corporate headlines span Meta’s AI-driven layoffs, Berkshire Hathaway’s buyback signals, and Singtel’s ambitious US$250 million AI investment fund. We also check in on the STI movers, with Wilmar International surging while ST Engineering and Yangzijiang Shipbuilding face selling pressure.See omnystudio.com/listener for privacy information.

In this episode, our host and Head of Research, Thilan Wickramasinghe, examines how the escalating Middle East conflict is driving higher oil prices, rising inflation risks and travel disruptions, while highlighting areas of resilience within the Singapore market.Our REITs & Industrials Analyst, Krishna, joins the show to discuss rising global defence spending and why he has upgraded ST Engineering, with Addvalue Technologies as another key beneficiary. He also reiterates his positive outlook on S-REITs following the recent market pullback.Our Research Analyst, Miaomiao, introduces her BUY initiation on SATS, explaining how the company could benefit from shifting cargo dynamics despite ongoing travel disruptions.Finally, Our Telco & Internet Analyst, Hussaini, discusses his upgrade on Wilmar, outlining why higher oil prices and improving fundamentals support a more constructive outlook for the stock.

Singapore shares were little moved today as investors’ focus remained squarely on the ongoing conflict in the Middle East. The Straits Times Index hovered 0.03% above the flatline at 4,856.64 points at 1.16pm Singapore time, with a value turnover of S$791.71M seen in the broader market. In terms of counters to watch, we have ST Engineering, given how the company’s urban solutions business will be deploying a suite of intelligent transport systems solutions for Singapore’s Land Transport Authority. Elsewhere, from how the US tried to ease supply concerns by issuing a 30-day license for countries to buy Russian oil and petroleum products stranded at sea, to how Alibaba Group Holding launched a dedicated mobile app claiming to help users install and deploy OpenClaw within minutes – more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

War risk in the Middle East is back on traders’ screens - and the ripple effects are already shaking oil, defense stocks, airlines and global markets. Escalating tensions in the Middle East - including Iran’s unprecedented leadership succession - are sending shockwaves through global markets. Oil has surged above US$100 a barrel for the first time in years, reigniting inflation fears and putting pressure on equities. Defense companies are rallying while travel and aviation stocks stumble amid rising geopolitical uncertainty. Meanwhile investors are watching Greg Abel’s first major moves as CEO of Berkshire Hathaway for clues on the next phase of Warren Buffett’s empire. Closer to home, the Straits Times Index slipped for the week as Singapore Airlines, SATS and Jardine Matheson came under pressure while ST Engineering surged on defence optimism. In this episode of Market View, hosted by Michelle Martin we unpack how geopolitics is reshaping sector winners and losers.See omnystudio.com/listener for privacy information.

Oil shocks, gold surges and a familiar tech giant's stumble - markets are suddenly on edge. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack the forces shaking global markets - from Sea Ltd’s earnings surprise and share price plunge to Singapore’s growing ambitions as a physical gold hub. Gold prices are surging past historic levels as wealthy investors pile into safe havens and policymakers position Singapore as a regional bullion trading center. Meanwhile, a widening Middle East conflict and the Strait of Hormuz blockade threaten global energy flows, pushing Brent crude above $81 and disrupting LNG supplies. We also run through earnings movers including Target, Best Buy, Swiss sneaker maker On, DFI Retail Group and Wilmar International. Plus: the next computing revolution may not be in your phone - tech giants like Qualcomm, Meta, Google and Apple are racing to build AI-powered wearables that blend seamlessly into everyday life. Companies mentioned: Sea Ltd., Target, Best Buy, On Holding, DFI Retail Group, Wilmar International, ST Engineering, Keppel, CapitaLand Integrated Commercial Trust, Qualcomm, Meta, Google, Samsung, Apple, OpenAI.See omnystudio.com/listener for privacy information.

In this installment of CW Talks, we revisit a topic that was discussed on a panel at last year's Carbon Fiber Conference, held in Wichita, Kansas. The discussion revolved around high-rate manufacturing for aerospace, next-generation aerospace and the growing trend around urban air mobility (UAM). We recently sat down with one of the panelists, Mitchell Smith, technology leader at ST Engineering MRAS (Baltimore, Md.), to continue the conversation.

Oil is surging, LNG flows are threatened, and defense stocks are flying - but are markets underestimating the inflation shock? In this episode of Market View, hosted by Michelle Martin , we unpack how a widening Middle East conflict is rippling across global markets. Crude jumps past $78, gold climbs, and LNG futures explode as Qatar halts production - yet US equities steady on hopes oil stays below the $100 danger zone flagged by Morgan Stanley. Defense names like Palantir, Lockheed Martin and ST Engineering rise, while travel and aviation players including Singapore Airlines, Cathay Pacific and SATS face pressure. Meanwhile, Nvidia doubles down on photonics with Coherent and Lumentum, CrowdStrike gets an upgrade, and Apple rolls out a lower-cost iPhone 17e. We break down what matters for inflation, rate cuts, and sector rotation - and where smart money may hide if energy volatility persists.See omnystudio.com/listener for privacy information.

Market news for March 3, 2026: A global sell-off deepened as US/Israel strikes on Iran fuelled oil and dollar gains, plunging Asian stocks, with Korean shares hit hardest. Singapore's ST Engineering rallied on defence orders. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Singapore shares rose today as investors continue to digest corporate earnings from blue chip companies in the country. The Straits Times Index was up 0.32% at 4,980.16 points at 2.25pm Singapore time, with a value turnover of S$1.43B seen in the broader market. In terms of counters to watch, we have ST Engineering, after the engineering company today reported a net profit of S$59.9 million for H2 FY2025, an 83.6 per cent decline from S$381 million a year prior. Elsewhere, from how Meta Platforms reportedly signed a multi-billion dollar deal to rent artificial intelligence (AI) chips from Google to develop new AI models, to how Paramount Skydance emerged as the winner in a months-long battle to acquire Warner Bros Discovery, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

On Market View, Sean Cheong speaks with David Kuo, Co-founder of The Smart Investor, to unpack the key market moves shaping Asia and beyond. First up: Japan’s snap election and what a likely landslide victory could mean for the Japanese yen, broader export demand in Asia, and potential ripple effects for Singapore. They also dive into Singapore’s market highlights, including DBS’s earnings report while looking ahead to UOB, OCBC, and SIA, which are all set to report later this month. From aviation to engineering, they examine ST Engineering’s record highs post-Singapore Airshow, the technical and fundamental setups for SIA, and other notable Singapore market movers.Across the Pacific, they analyze last week’s chaos in US markets, from the Nasdaq’s struggles and a spike in the VIX, to Walmart crossing the $1 trillion mark as a "physical world" safe haven. Finally, they preview upcoming US earnings from Coca-Cola, McDonald’s, Cisco, and discuss Giannis Antetokounmpo’s new ownership stake in Chelsea. See omnystudio.com/listener for privacy information.

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between the US and China for drug innovation. Gold and silver suffer their worst rout in decades after news of Kevin Warsh as Donald Trump’s pick for Fed chair. US stocks wobble as investors reassess rate-cut risks and a packed earnings week led by Disney, Amazon and Alphabet. Back home, Singapore’s STI holds the 4,900 line with United Overseas Land, ST Engineering and Wilmar in focus. All that and more, hosted by Michelle Martin with Ryan Huang. Hear about : AstraZeneca, Nio, Sony, UOB, Amgen, Merck, Pfizer, Palantir, Disney, Alphabet, Uber, Amazon, ST Engineering, Wilmar InternationalSee omnystudio.com/listener for privacy information.

Singapore shares fell today to track movements in Asian equities. The Straits Times Index was down 0.72% at 4,869.73 points at 2.14pm Singapore time, with a value turnover of S$1.22B seen in the broader market. In terms of companies to watch, we have ST Engineering, after the company launched its largest unmanned cargo aircraft to date at the media preview of the Singapore Airshow yesterday, along with other products from its defence and urban solutions divisions. Elsewhere, from how private sector surveys out today showed Asia’s factory activity expanded in January, to Alibaba spending three billion yuan (S$549 million) to attract users to its Qwen artificial intelligence (AI) app during the Chinese New Year holiday, more corporate and international headlines remained in focus. Also on deck, what to watch ahead of earnings from tech majors ⁠Alphabet, Amazon and AMD. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Singapore engineering giant ST Engineering reported record contract wins, reinforcing confidence in its long-term growth outlook. Dan Koh and Ryan Huang explain where the demand is coming from and how it supports future earnings.See omnystudio.com/listener for privacy information.

Singapore shares fell today after crossing the 4,900 mark yesterday. The Straits Times Index was down 0.42% at 4,902.23 points at 2.18pm Singapore time, with a value turnover of S$1.09B seen in the broader market. In terms of counters to watch for today, we have ST Engineering, after the group announced today that its total contract awards for 2025 reached a record S$18.7 billion, exceeding the S$12.6 billion total in 2024 by about 49 per cent. Elsewhere, from how gold broke through US$5,200 for the first time today, to how China has reportedly approved its first batch of Nvidia’s H200 artificial intelligence chips for import, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.

Asia’s markets are flashing mixed signals - so how is a smart investor to think through where to really place money? Michelle Martin unpacks Morningstar’s Q1 2026 Asia Investment Outlook with Lorraine Tan, cutting through the noise on growth, rates and risk.From AI-driven earnings to valuation support - what’s real, what’s hype, and where the cracks could form. We zoom in on fund flows, asset allocation shifts, and how China and Japan are shaping the regional picture. Plus four Singapore stocks in focus - Singtel, StarHub, ST Engineering and SIA - and what investors should actually watch for next. Finally, we talk portfolio anchors, red flags, and how to balance opportunity with defence in the year ahead - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Singapore shares inched higher today in the last full trading day of 2025. The Straits Times Index was up 0.51% at 4,657.14 points at 2.39pm Singapore time, with a value turnover of S$499.98M seen in the broader market. In terms of companies to watch today, we have ST Engineering, after the group today said that it expects to report a positive net profit for the second half of 2025, after taking into account all the one-off effects for the period. Meanwhile, from how Meta Platforms has agreed to acquire Singapore-based startup Manus, to how the US government has reportedly granted an annual licence to Samsung Electronics and SK Hynix to bring in chip manufacturing equipment to their facilities in China for 2026, more corporate and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session. A blockbuster corporate battle dominates headlines as Paramount launches a hostile bid to challenge Netflix’s US$72 billion offer for Warner Bros. Discovery, sending shares of Paramount, Netflix and WBD sharply higher and lower in different directions. Nvidia lands a major geopolitical and commercial win after the Trump administration clears sales of its H200 chip to China - with the US government taking a 25% cut of revenues. In UP or DOWN, we break down Stellantis’ tiny car ambitions, IBM’s US$11 billion acquisition of Confluent, Ares’ surge into the S&P 500, Genting Singapore’s Moody’s downgrade, and Sembcorp’s talks to acquire Australia’s Alinta Energy. Back home, the STI slips as DFI Retail leads declines while Venture Corp and ST Engineering edge higher. We wrap with Hollywood box office fireworks as Five Nights at Freddy’s 2 smashes December records - all hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster guidance upgrades and renewed AI optimism. We break down what’s driving the surge in On’s sales, the key soundbites from AMD’s Lisa Su, and Cisco’s profit engine. Plus -UP or DOWN verdicts across Singapore corporates as the STI hits fresh records led by Jardine Matheson and Hongkong Land. And in the “Last Word,” a mall becomes a theme park as Netflix launches “Netflix House.” All that and more - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

While sovereign satcom systems are not a new idea, sovereignty has become a critical issue in the satellite industry over the last year as geopolitical trends push nations to want more control over their communications and space data. This episode of On Orbit features Keith Blanchet, vice president of Global Government for ST Engineering iDirect, to dig into this global trend.  Sovereignty can involve control over space and ground assets, spectrum, cryptography, and supply chains. Blanchet gives insight into the challenges that nations work through as they make decisions about sovereign networks like affordability, local expertise, and managing scope creep, and how commercial providers work closely to meet national needs. He also talks about how multi-orbit orchestration is playing a key role as nations look to build hybrid architectures and partner with their allies. This episode of On Orbit is sponsored by ST Engineering iDirect 

Markets are moving. US lawmakers strike a compromise to end the shutdown, sending the S&P 500 and Nasdaq sharply higher, with Nvidia, Palantir among the day’s top gainers. We unpack Warren Buffett’s plan to step down as Berkshire Hathaway CEO, go quiet, and accelerate philanthropy - and what it means for Berkshire Hathaway investors. Our UP or DOWN game spotlights TSMC, Restaurant Brands , Vicom and YZJ Financial. We also take stock of the Straits Times Index, where Genting Singapore, DBS and ST Engineering made moves. Finally - a surreal “Last Word” - Paris launches a cemetery lottery! Get your finance wrap for the morning. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

OpenAI doubles down on the AI arms race - first Nvidia, now AMD. But what does a trillion-dollar chip war mean for investors? Hosted by Michelle Martin, this episode breaks down OpenAI’s new stake in AMD, Figma’s AI moment, and record-breaking highs on Wall Street and in Tokyo. We also look at Thailand’s capital market revamp, Malaysia’s hidden gems spotlighted by UOB Kay Hian, and Singapore’s STI climbing higher. Companies featured: OpenAI, AMD, Nvidia, Figma, Spotify, LG Electronics, ST Engineering, and UOB Kay Hian.See omnystudio.com/listener for privacy information.

Singapore’s streets are shifting - Prive is no more, taxis consolidate, and chips are getting their Catalist moment. ComfortDelGro snaps up the rest of CityCab as investors cheer and ST Engineering slips, raising questions on fares and competition. F&B and cinema pain deepens with Prive’s shutdown and Cathay Cineplex’s exit - are costs or consumer fatigue to blame? A homegrown bright spot: MetaOptics eyes a listing with meta-lenses made on semiconductor lines, but profits remain a work in progress. UP or DOWN rolls through Alibaba, Xpeng, Sembcorp, Yangzijiang Shipbuilding and Gold for the market’s telltale themes. All this and the latest STI movers - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Which directors are buying, and what does it mean for the market? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into insider moves and broker calls. We spotlight iFast, Intraco, Q&M Dental, Info-Tech Systems, and OCBC’s bullish call. US markets are shut for Labor Day, but September’s volatility looms large. Locally, Jardine Matheson and Keppel surged while Genting Singapore and ST Engineering lagged. And for our “Last Word,” Spielberg’s Jaws still has bite, 50 years on. See omnystudio.com/listener for privacy information.

How does an investor make sense of market signals? DBS crosses the $50 milestone — but should investors chase momentum or take profit? Hosted by Michelle Martin, this episode features Willie Keng, Founder of Dividend Titan, who explains why he isn’t buying DBS at these levels and why he sold out of ST Engineering despite its $31 billion order book. We dive deep into Singapore’s three big banks — DBS, OCBC, and UOB — and ask which one is best positioned for growth today. PropNex’s record profits also come under the spotlight: what do they reveal about the resilience of Singapore’s property market? ST Engineering’s stellar performance raises the valuation dilemma — when is “too high” really too high?See omnystudio.com/listener for privacy information.

UOL’s stock is on fire—up nearly 40% this year—can the rally last? Analysts from CGS International, Citi, and DBS say yes, pointing to smart land buys and blockbuster project launches. Meanwhile, Wall Street cools as AI heavyweights like Nvidia and Palantir stumble. In today’s UP or DOWN, we size up Home Depot, Viking Therapeutics, Xiaomi, and iFast. The Straits Times Index regains the 4,200 level with Jardine Matheson in the lead, while ST Engineering lags. From Singapore property giants to global market movers, we connect the dots for investors. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global footprint. Wall Street holds near record highs as bulls and bears clash ahead of Jerome Powell’s Jackson Hole speech. We play UP or DOWN with Novo Nordisk, Palo Alto Networks, Yangzijiang Financial, and CapitaLand Ascendas REIT. The Straits Times Index slips under 4,200, with ST Engineering, Sembcorp, and Keppel dragging while Frasers Logistics shines. And our Last Word spotlights Judy Faulkner, who built Epic Systems into a health-tech empire from her basement. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Las Vegas Sands stuns with record revenues as MBS delivers its best quarter yet. Hosted by Michelle Martin with Ryan Huang, this episode dives into standout earnings from LVS, Intel, FCT, and Suntec REIT. Find out what’s driving investor optimism—and where challenges remain. We break down share buybacks, REIT resilience, and AI’s impact on tech giants. Plus, Sydney Sweeney turns American Eagle into a meme stock star. Names mentioned: Las Vegas Sands, Intel, Alphabet, Tesla, Frasers Centrepoint Trust, Suntec REIT, American Eagle, Elite UK REIT, ST Engineering, ST Group Food.See omnystudio.com/listener for privacy information.

Donuts, robotaxis, and AI cloud wars — what a week in markets! Alphabet smashes earnings expectations with YouTube and Cloud; Tesla falters as Musk talks robots over revenue. Retail traders go wild for GoPro and Krispy Kreme, pushing meme stocks back into the spotlight. SingPost plots a turnaround amid board changes and past scandal, while ST Engineering inks $4.7B in new deals. We check in on Mapletree Logistics Trust, DFI Retail, and the Straits Times Index’s record climb. Hosted by Michelle Martin with Ryan Huang, we bring you the stories behind the swings.See omnystudio.com/listener for privacy information.

What if Prime Day beats Black Friday in sales for the first time ever? Michelle Martin and Ryan Huang explore Amazon’s bold 4-day shopping bonanza and how it's changing the e-commerce playbook. They unpack IBM’s Power11 AI chips, and the tech giant’s strategic reboot. Tune in for a sharp take on WeightWatchers, Shein, Grab, and local movers like SGX and ST Engineering. Companies featured: Amazon, IBM, Target, Walmart, Best Buy, WeightWatchers, Shein, Grab, Great Eastern, Temasek’s Mapletree Investments, SGX, ST Engineering.See omnystudio.com/listener for privacy information.

Micron's record US$9 billion quarter and Nvidia’s US$1.4 trillion rebound are setting the pace for tech stocks. Is Singapore Inc. the next market darling? Morgan Stanley seems to think so. From DBS and CapitaLand to SGX, we unpack the bullish call on Singapore equities. Plus, a closer look at AeroVironment, Keppel, ST Engineering, and Yangzijiang Shipbuilding. And in our final word: Can Cooper Flagg make New Balance a true Nike rival? Hosted by Michelle Martin with Ryan Huang, this episode dives into markets, brands, and billion-dollar momentum.See omnystudio.com/listener for privacy information.

Find out how developing crucial career skills can help you triumph over times of turmoil. Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times. Developing a vibrant, resilient career in this age will require consistent effort to make deeper and more frequent changes. Mastering what we do in the here and now, does not suffice. Instead, we need to cast an eye towards what our jobs may become and even consider entirely new ones. In the third ST Podcast Live session recorded on June 3 at swish nightspot Rasa at Republic Plaza, we touch on what it takes to thrive at each stage of our careers, against a backdrop of economic upheaval. This special episode of Headstart On Record is in partnership with Workforce Singapore, in support of Career Health, a SkillsFuture initiative. We speak to a young engineer - Mr Noel Png - who did not let poor school grades deter him from an engineering career that took him to Britain and back home, where he also contributed to putting a satellite in space. He is now a telecommunications system engineer at ST Engineering. Oh, he's also met Elon Musk. He shares about his unorthodox approach to networking, how he found mentors who helped him find his direction in life and his thought process to take uncertainty in his stride. Joining him with host and ST correspondent Tay Hong Yi is veteran senior career coach Parameswari Seenivasan. A trained counsellor with over 15 years’ of experience from Workforce Singapore, she has helped over 2,000 clients in her work. She helps us draw principles and good practices from Mr Png's career experiences. The ongoing series of ST Podcast Live sessions are being held to celebrate 180 years of The Straits Times in 2025, with three more events planned for the rest of the year. Highlights (click/tap above): 3:13 How a chance encounter led Noel to work in the space industry 5:41 Taking stock of your strengths and values 10:37 How career coaching can help you gain clarity on next moves 16:43 The broader range of options you can explore 18:58 Making sure each transition builds on the next 24:38 Parames’ and Noel’s proudest moments in their careers Find out more from WSG about Career Health SG: https://str.sg/H8Ko More about WSG: https://www.wsg.gov.sg/ Read how the live podcast went down: https://str.sg/uJ4C Read Tay Hong Yi's articles: https://str.sg/w6cz Follow Tay Hong Yi on LinkedIn: https://str.sg/AAxy Host: Tay Hong Yi (hytay@sph.com.sg) Produced & edited by: Amirul Karim Executive producers: Ernest Luis, Lynda Hong & Joanna Seow Follow Headstart On Record Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 Feedback to: podcast@sph.com.sg Get business/career tips in ST's Headstart newsletter: https://str.sg/headstart-nl --- Follow more podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 ST Podcasts website: http://str.sg/stpodcasts ST Podcasts YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #headstartSee omnystudio.com/listener for privacy information.

Join Michelle Martin and Ryan Huang as they unpack why Centurion’s REIT listing is exciting investors, how Super Hi is cooking up overseas success, and what Meta’s $14B move on Scale AI means for tech. Explore the implications of Trump’s China rare-earths “deal,” Inditex’s fast-fashion strength, and today’s STI movers. Plus, the last word goes to a million-yuan doll. Hosted by Michelle Martin with Ryan Huang. Featured companies: Centurion, Haidilao (Super Hi), Meta, Inditex, ST Engineering, Venture Corp, Singapore Exchange.See omnystudio.com/listener for privacy information.

Is nuclear energy the future of AI—and can Singapore’s stock market survive another delisting? Hosted by Michelle Martin, this edition dives into Meta’s massive 20-year nuclear deal to fuel its AI ambitions. We explore the implications of yet another SGX delisting, this time from Singapore Paincare. Dollar General defies tariff pressure with an earnings surge, while Frencken plans a high-tech facility in Kaki Bukit. Temasek-backed Mapletree Investments hits new highs, and Yangzijiang Shipbuilding leads STI gainers. Companies featured: Meta, Constellation Energy, Singapore Paincare, Frencken, Dollar General, Mapletree, Yangzijiang, ST Engineering, UOL, DFI Retail, Thai Bev.See omnystudio.com/listener for privacy information.

Markets rally as Asia-Pacific indices mirror Wall Street’s gains. Xiaomi’s profits surge 65%—but why are its shares still down? PDD Holdings disappoints investors, sending its stock tumbling 13%. Morgan Stanley and HSBC name top AI stocks to watch in China. Salesforce makes a bold $8B move for Informatica—what's the strategy? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: Xiaomi, PDD Holdings, BYD, Alibaba, Baidu, Gushengtang, Bairong, Sangfor, Salesforce, Informatica, Tencent, Trump Media, Boustead, Sinarmas Land, ST Engineering, SATS, Jardine Matheson.See omnystudio.com/listener for privacy information.

Singapore Airlines is soaring to record profits—but is the runway clear ahead? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into SIA’s 65% earnings surge and the 7-month bonus bonanza. We unpack SingPost’s worst day ever, IPO drought woes on SGX, and Warren Buffett’s latest trades. Plus, we play UP or DOWN with Alibaba, Coinbase, Walmart, and oil prices. DBS and ST Engineering shine locally while Genting Singapore stumbles. Here more of the ups or downs of Singapore Airlines, SingPost, SGX, Berkshire Hathaway, Alibaba, Coinbase, Walmart, DBS, ST Engineering, Genting Singapore, Constellation Brands.See omnystudio.com/listener for privacy information.

From Singapore to Brazil, markets are on the move — but where are investors placing their bets? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Sea Limited’s dramatic swing back to profit, the mixed fortunes of AEM and Prime US REIT, and why A2 Milk is being called a China proxy. Plus, we track Meituan’s $1B Brazil expansion, GD Culture’s wild crypto gamble, and eToro’s IPO buzz. On the local front, STI struggles at 3900, while Yangzijiang Shipbuilding and Mapletree Logistics Trust shine. We also spotlight Keppel’s energy grid play with Huawei and ST Engineering’s stumble.See omnystudio.com/listener for privacy information.

Markets are mixed in Asia, but earnings are anything but flat. Hosted by Michelle Martin with Ryan Huang, we unpack OCBC’s Q1 results and how it stacks up against DBS and UOB. Far East Orchard doubles its profits, ST Engineering surges 60% YTD, and Auntea Jenny stirs up Hong Kong markets with a 40% debut pop. We dive into a new US-UK trade deal and what it means for global investors. Plus, we play UP or DOWN with Pinterest, Emirates, and Restaurant Brands. Hear more of OCBC, DBS, UOB, ST Engineering, Far East Orchard, Auntea Jenny, Pinterest, Mapletree, Restaurant Brands and Emirates. See omnystudio.com/listener for privacy information.

Big Tech, bold earnings, and billion-dollar resorts – it's a packed morning. Hosted by Michelle Martin with Ryan Huang, this episode dissects Alphabet’s 46% earnings jump and YouTube’s $500B valuation. We spotlight Keppel Corp’s profit surge and REITs like CapitaLand India Trust, OUE REIT, and Mapletree Industrial Trust. Singapore gainers include SGX, ST Engineering, and City Developments Limited. Meanwhile, Marina Bay Sands posts steady growth, and MGM bets big on Japan. Catch the last word on how a 19-second zoo clip helped build a media empire.See omnystudio.com/listener for privacy information.

In The Space Business is... – the podcast series of The Space Business is Everywhere campaign, underwritten by ST Engineering iDirect – we take a look at the way the commercial space industry has spread itself to parts of the world where space and satellites were once only read about or dreamed of. Each episode will focus on a specific location and features an innovator who is shaping - and reshaping - the industry. In the final episode, we hear from Terry Bleakley, Regional Vice President of the APAC region at ST Engineering iDirect. Terry Bleakley is the regional vice president of the APAC region at ST Engineering iDirect where he is responsible for developing and executing strategies to accelerate the company's revenue growth. Throughout his extensive career, Terry held several senior leadership roles with leading satellite operators. From 2010 to 2023, he served as Regional Vice President for the Asia-Pacific at Intelsat, where he oversaw significant regional initiatives, strengthening the company's presence in the region. Prior to his tenure at Intelsat, he was the Chief Commercial Officer at MEASAT from 2007 to 2010, where he played a critical role in driving the company's commercial growth. Terry's journey in the satellite industry began in 1997 when he moved to Malaysia to join British Telecom. Since then, held senior sales management roles at PanAmSat and Intelsat. More recently, he served as Senior Advisor for Strategic Initiatives at Intelsat and as an advisor to Sky TV New Zealand. He is set to continue his advisory work with SkyPerfect JSAT through late 2024. With strong roots in the APAC region, Terry serves as the President of the Asia Pacific Satellite Communications Council (APSCC), a non-profit organization dedicated to promoting the satellite ecosystem in the Asia-Pacific region. Since 2023, he has been leading APSCC's efforts to advance satellite communications across one of the world's most dynamic markets. He holds a Bachelor of Science from Victoria University in Wellington and a Diploma in Aviation Studies from Massey University in New Zealand.  

Start your day with a gold rush! Precious metals are soaring, and Singapore-listed CNMC Goldmine is glimmering with investor interest. Hosted by Michelle Martin this episode breaks down Nvidia's revenue shock from new China export rules and the market jitters over global tariffs. Explore why Bank of America’s “Turbo Dividend” stocks—like Albertsons, Corebridge Financial, and HCA Healthcare—are outpacing the S&P 500. Discover which German stocks, including Bechtle and Kion, could benefit from Europe’s fiscal stimulus boom. Catch Oiltek’s hot streak, Hertz’s activist-driven surge, and why shipping giants and Target may face headwinds. Plus, a local market roundup: DFI Retail, ST Engineering, SingTel, and the STI’s quiet climb.See omnystudio.com/listener for privacy information.

Big moves, bold bets, and market mayhem - what’s driving investor sentiment today? We break down the market’s biggest stories - and what they mean for your portfolio. Tariffs or not, some bold companies are making big moves to either list or buy out the competitors. Who are these confident market players? Join Host Michelle Martin with Ryan Huang as they unpack Apple’s tariff-dodging airlift, IPO ambitions from Chagee and Vin Holdings, and the impact of a 145% US-China tariff war on Tesla, GM, and Hollywood giants, as they dive into Prada’s headline-making Versace buy and ST Engineering’s major Taiwan win. Also discussed are Prada, Versace, Capri, ST Engineering, Chagee, Vin Holdings, Apple, Tesla, GM, Disney, Warner Bros Discovery, CapitaLand Investment, DBS, UOB, SGX, Jardine Matheson, Mapletree PanAsia Commercial Trust, Changi Airport.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode unpacks the fallout from a fresh round of Trump tariffs affecting China, Vietnam, Taiwan, Canada, and the EU. They break down the latest on Tesla’s struggles against BYD, Grab’s surprising move into the taxi space, and TikTok’s uncertain US future. Also on the radar: Sembcorp’s growth moves, OCBC’s UK ambitions, Centurion’s bullish rating, and Volkswagen’s best-selling... sausages? Plus, a market check on the STI, with Frasers Centrepoint Trust and ST Engineering leading the laggards.See omnystudio.com/listener for privacy information.

Join Michelle Martin and Ryan Huang, this episode delves into the Straits Times Index's historic breach of the 4,000 mark and the standout performance of ST Engineering. The discussion also covers CK Hutchison's strategic moves amidst US-China tensions and JP Morgan's spotlight on Chinese consumer stocks like Anta Sports and Mengniu. Additionally, we explore Elon Musk's latest ventures, including the sale of his social media platform X.See omnystudio.com/listener for privacy information.