Episode Details

Our latest episode tackles a critical question: can the impressive Singapore Telecommunications rally sustain its momentum through 2026, or is a slowdown imminent? We weigh the robust potential of emerging data centre ventures and regional associate recoveries against the reality of a compressed holding company discount and intensifying domestic competition.

• Will cutting-edge pivots into data centres and digital banking provide enough fuel to overcome regional headwinds?

• The hidden risks: how overseas currency fluctuations and delayed tariff hikes in major markets could impact future growth

• Are we nearing a valuation ceiling as historical discounts reach unprecedented lows?