Let the Money Talk

🚚 Phillip Securities Research Analyst Darren Chan initiates coverage of Frasers Logistics & Commercial Trust on Let the Money Talk! Logistics assets are 99.7% occupied and rents are rising with 11.9% reversions, but commercial occupancy sits at 88.4% and UK business parks still carry vacancies. Can a S$5bn sponsor pipeline and a 6.8% yield make FLCT's 21% discount to NAV too good to ignore? Liste...

🎓 Join Phillip Securities Research Analyst Hashim Osman on Let the Money Talk for a look at Raffles Education's push into ASEAN! Raffles University enrolment has more than doubled since 2022 and asset sales are steering the group back to net cash, though exiting China assets like Wanbo College has come at a loss. Is Raffles Education's ASEAN pivot the start of a new growth chapter? Listen to this...

📊 Phillip Securities Research Analyst Glenn Thum unpacks JPMorgan Chase's Q3 2026 results on Let the Money Talk! Equity markets revenue surged 49% on booming prime financing, but weaker fixed income trading and stalled deal-making pulled earnings below estimates. Can JPMorgan's diversified earnings engine keep it ahead of the pack? Listen to this podcast to stay updated on the latest corporate ne...

🏦 Wells Fargo's Q3 2026 numbers are in, and Phillip Securities Research Analyst Glenn Thum breaks them down on Let the Money Talk! Loans and deposits both grew 11% as headcount fell for a 24th straight quarter, but lower rates squeezed loan yields and trading activity slowed. Can balance sheet growth and cost discipline keep Wells Fargo a buy? Listen to this podcast to stay updated on the latest...

🏦 Singapore loan growth just hit 13%, a post-COVID high. Glenn Thum breaks down the September 2026 Singapore Banking Monthly on Let the Money Talk. Booming loan volumes and 11% CASA growth are cushioning the banks, but SORA's fifth straight monthly rise and OCBC and UOB hiking promotional deposit rates are squeezing funding costs, a divergence that leaves DBS, which held its rate at 1%, with the...

📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks...

🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to...

🚀 From Nvidia's impressive growth to Tesla's robotaxi expansion – August was a month of surprises! Catch the full breakdown on "Let the Money Talk" with Glenn Thum. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit h ttps://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been creat...

🔍 Examine Oracle's latest fiscal results with Alif Fahmi on Let the Money Talk! A 121% growth in cloud infrastructure highlights their AI drive. With strong demand ahead, will Oracle deliver on its promises? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain...

🔍 Explore Adobe's third-quarter fiscal 2026 outcomes with Alif Fahmi on Let the Money Talk! Revenue growth driven by creative solutions and AI did not alter our neutral outlook despite a 14% P/E ratio. Does Adobe's AI complement their model effectively? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/s...

🔍 Dive into Apple's September 2026 product launch with Helena Wang on Let the Money Talk! The debut of the $1,999 foldable iPhone Duo and price hikes across the Pro lineup should meaningfully lift average selling prices. Can Apple's new premium price tiers hold up without an AI-driven upgrade cycle to back them? Listen to this podcast to stay updated on the latest corporate news. Addition...

📈 Loan growth in the Singapore banking sector hits 10% for the first time since COVID! Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital...

🔍 Dive into Palo Alto Networks' fourth-quarter fiscal 2026 results with Alif Fahmi on Let the Money Talk! Revenue surged 34.4% year-on-year — the strongest growth since 2017 — as platformization and the CyberArk acquisition fueled AI security demand, even as a roughly 160% share rally since February drove a downgrade to neutral despite a raised $346 target price. Can Palo Alto's platform...

🔍 Dive into Salesforce's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! Agentforce annual recurring revenue rocketed past $1.5 billion, up 240% year-on-year, driving a DCF target price hike to $243 from $166, even as heavier R&D and sales spending pulled profit below forecasts. Can Salesforce's AI upsell engine keep outpacing its rising cost base? Listen to...

🔍 Dive into NVIDIA Corporation's second-quarter fiscal 2027 results with Ben Chong on Let the Money Talk! Data center revenue surged 117% to $89 billion as sovereign AI demand more than tripled, even as supply constraints and rising memory costs cloud the outlook. Can NVIDIA's ACIe engine keep outrunning its own hyperscale growth? Listen to this podcast to stay updated on the latest corpo...

🔍 Dive into SpaceX's second-quarter 2026 results with Glenn Thum on Let the Money Talk! AI compute swung to a $1.1 billion profit as revenue surged 92%, but customer concentration and 90-day-cancellable cloud contracts keep the rating at sell with a $75 target. Can SpaceX turn its fragile AI windfall into durable, multi-year revenue? Listen to this podcast to stay updated on the latest corpor...

🔍 Dive into Singapore's banking sector July 2026 update with Glenn Thum on Let the Money Talk! Loan growth crossed 9% year-on-year for the first time since COVID and record fee income offset falling net interest margins, even as UOB trimmed its fee growth outlook. Can volume growth keep outrunning the margin squeeze? Listen to this podcast to stay updated on the latest corporate news. Additio...

🔍 Dive into Singapore Exchange's second-half FY2026 results with Glenn Thum on Let the Money Talk! Cash equities revenue rocketed 40% to power a 39% surge in adjusted earnings and a raised $25 target price, but a premium 38.6x valuation drove a downgrade to neutral. Has SGX's record run already priced in the good news? Listen to this podcast to stay updated on the latest corporate news. A...

An analysis of Reddit 2Q26's  financial update. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.stocksbnb.com/reports/reddit-inc-solid-financials-and-robust-advertising-fundamentals/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securi...

Positives, negatives and outlook for SATS Ltd by Hashim Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit h ⁠ttps://www.poems.com.sg/stock-research/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartneri...

Updates of UltraGreen.ai share price performance by Hashim. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit h ⁠ttps://www.poems.com.sg/stock-research/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPart...

Yik Ban, a research analyst at Phillip Securities Research will unpack BRC Asia 3Q26 updates. https://www.poems.com.sg/stock-research/BRCC.SG/ This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.

Yik Ban, a research analyst at Phillip Securities Research will unpack Mag-7 July 2026 Updates. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.https://www.poems.com.sg/stock-research/BRCC.SG/

🔍 Dive into CNMC Goldmine Holdings' 1H2026 results with Hashim Osman on Let the Money Talk! A 40% surge in gold prices drove revenue up 23.4% and expanded margins to 29%, even as gold production plunged 60% and pushed all-in sustaining costs up 46.2%. Can rising gold prices keep cushioning CNMC against its shrinking output? Listen to this podcast to stay updated on the latest corporate news....

🔍 Dive into UltraGreen.ai's first-half 2026 results with Hashim Osman on Let the Money Talk! Vial pricing power pushed adjusted revenue up 30.7% and volumes up 11%, even as rising admin costs nudged the target price down to $1.91. Can UltraGreen.ai's pricing engine keep outpacing its cost growth? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can vi...