To The Moon

🚨🎤🛬 Gagaonomics Hits the Lion City: Who’s Cashing In? 🛬🎤🚨$SIA(C6L.SI)$ 

$ComfortDelGro(C52.SI)$ $Frasers HTrust(ACV.SI)$ $Jumbo(42R.SI)$ $PARAGON REIT(SK6U.SI)$ 

Lady Gaga isn’t just performing in Singapore. She’s igniting an economic spectacle, and markets are listening. With four sold-out shows from 18 to 24 May 2025, and over 220,000 fans pouring in from across Asia, this isn’t just a concert series. It’s a short-term tourism supercycle.

Obstructed view tickets were recently added. That’s 21 new sections per night, not because of technical errors, but because demand simply refused to be ignored. No subsidies this time, unlike Taylor Swift’s 2024 government-backed tour. Gaga’s impact is pure free-market frenzy, and the capital flows are humming.

Let’s break down the Singapore-listed stocks set to benefit from this Little Monster mega-event.

🎯 Airlines & Transport: Sky-High Demand, Street-Level Surge

• Singapore Airlines ($C6L): Flights from key ASEAN cities and Tokyo are packed. SIA’s yield per passenger could spike for Q2. A Taylor Swift déjà vu.

• SATS Ltd ($S58): With increased inbound arrivals, SATS’ ground handling and catering ops move into overdrive.

• ComfortDelGro ($C52): Try getting a taxi near Kallang at 11 p.m. this week. Surge pricing and high late-night ridership make CDG a direct beneficiary of the post-concert rush.

🏨 Hospitality: Rooms, Rates, and Record RevPAR

• Frasers Hospitality Trust ($ACV) and CDL Hospitality Trust ($J85): Occupancy across Marina Bay, Bugis, and Orchard has surged to over 95 percent. Room rates have doubled in some properties. These REITs are set to report blockbuster RevPAR.

• OUE Ltd ($LJ3): With Hilton Orchard and luxe dining under its belt, OUE is capitalising on both heads-in-beds and plates-on-tables.

🍜 Food, Beverages & All Things Yum

• Jumbo Group ($42R) and Kimly Ltd ($1D0): Expect queues snaking out of seafood and hawker hotspots near the National Stadium. Tourists crave iconic SG cuisine after the lights dim, and these players are at the epicentre.

• BreadTalk (unlisted): Worth mentioning for scale. Their MRT-adjacent outlets are reporting spikes in takeaway drinks, pastries, and quick bites.

🛍️ Retail & Experience Stocks: The Merch March

• SPH REIT ($SK6U): The Paragon is riding the concert retail wave. Gaga merch, makeovers, and themed drops drive foot traffic.

• Mapletree Commercial Trust ($N2IU): VivoCity, HarbourFront, and Alexandra Retail Centre are rolling out Gaga tie-ins. Expect tenant sales to pop.

📸 Macro Insight: From Pop Beats to Profits

Singapore’s shift from trade to culture as a GDP contributor is no accident. This event, like Taylor and Coldplay before it, validates the nation’s concert capitalism. And unlike 2024, Gaga’s residency arrives with zero subsidies, signalling that Singapore’s infrastructure, brand equity, and regional pull alone are monetising mega-events at scale.

💡 Contrarian Insight: Who’s Not Singing Along?

• CapitaLand China Trust and REITs with cross-border exposure may see flatline performance this month as capital chases concert-adjacent consumption.

• Grab Holdings (not SGX-listed) will see higher volume, but CDG’s fare model benefits more from concert-hour spikes!

📍 Pro Tip: Stadium Station (CC6) = Ground Zero

With thousands funnelling through the Circle Line each night, Singapore’s MRT system, and the companies that rely on its efficiency, is the unsung hero of this event.

🎟️ From Applause to Alpha

The lights haven’t even gone up yet, and the economic impact is radiating across sectors. This is what happens when pop culture meets urban monetisation in one of the world’s most efficient cities.

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