Money and Me: What Telco investors need to know, Mapletree Industrial Trust & ComfortDelGro Under In Focus

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore’s transport giants is facing fresh doubts - what should income investors do now? Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore’s telecom sector, Keppel and future industry consolidation. Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio. They also discuss why ComfortDelGro shares have come under pressure despite the company’s overseas expansion strategy. The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions. Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities.See omnystudio.com/listener for privacy information.