Let the Money Talk

How do you see the disappointing banking earnings? #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipC... Follow PhillipCapital: Twitter: https://twitter.com/PhillipCapital Facebook: https://www.faceboo...

How will the US inflation numbers impact the Fed’s future rate hike decisions? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipCapital Follow PhillipCapital: Twitter: https://twitter.com/Phillip...

With Elon Musk wants abandoning his Twitter deal, how do you see this counter and its impact on tech shares?   #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #fintech #PYTCH #DailyNews #FinanceNews   Help us make the news better.   Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7   Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipC...   Fol...

With Elon Musk wants abandoning his Twitter deal, how do you see this counter and its impact on tech shares? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipCapital Follow PhillipCapital: Twitte...

Bank of America is positive about said customer spending? Does this change your view on recession fears and the wider market? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipCapital Follow Phill...

In this episode, one of our top Financial Services Manager, Quah Soon Guan, deconstruct Gold Investing During a Recession. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

With the slide in raw-materials prices, do you think inflationary pressures will reduce? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipCapital Follow PhillipCapital: Twitter: https://twitter.c...

With worries about inflation, weakening consumer sentiment and tightening monetary policy weighing on the stock markets, which sectors will you focus on? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user...

Is the Australian deal with Uber a sign of change for the company’s operations? #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #DailyNews #FinanceNews Help us make the news better. Survey form link: https://forms.gle/mJ4YVHWXAea45KyP7 Subscribe to PhillipCapital: https://www.youtube.com/user/PhillipCapital Follow PhillipCapital: Twitter: https://twitter.com/Philli...

In this episode, Phillip Securities Research's Senior Analyst, Terence Chua discusses on Pan-United 1Q22 Results. According to data from the Building and Construction Authority (BCA), demand for ready-mixed concrete for the first three months of 2022 was 5% higher than the same period in 2021. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksb...

In this episode, one of our top Financial Advisory Consultant, Inn Chong, deconstruct the 4 components of a solid financial planning. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

In this episode, one of our top Wealth Manager, Eric Lee, share tips on the important factors investors should know. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

In this episode, one of our top Financial Services Manager, William Lim, discusses about the possibilities of recession. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on Keppel DC REIT - Earnings cushioned by recent investments. 1. 1Q22 DPU of 2.466 Scts (+0.2% YoY) was in line, forming 24.9% of our FY22e forecast. 2. Contributions from investments in Eindhoven DC, Guangdong DC, London DC and NetCo bonds totalling c. S$386mn, and completion of AEI at DC1 and Intellicentre3 development...

In this episode, Phillip Securities Research's Senior Analyst, Terence Chua discusses a recently announced Keppel Corp and Sembcorp Marine has entered into definitive agreements with Sembmarine for the proposed combination of its Keppel O&M unit and Sembmarine. These agreements will transform its business into an asset light recurring income model. Listen to this podcast to learn more about th...

In this episode, one of our top Financial Advisory Consultant, Elin Chee, shares the Conversations You Should Have Before Marriage. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's head of research, Paul Chew, report on 2Q22 Singapore Equity Strategy. Singapore equity market stands out in current stagflation environment. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report. #PhillipCapital #YourPartnerinFinan...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's Senior Analyst, Terence Chua discusses a recently announced delay in the proposed merger of Keppel Corp and Sembcorp Marine. Keppel T&T announced it will be selling its logistics operations. The group reported 2H21 revenue which grew 45% on a year-on-year basis driven by a recovery in the construction sec...

Welcome to the Let the Money Talk podcast. In this episode, one of our top Financial Services Director, Zac Ng, shares 5 reasons why you need a Financial Doctor. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH #MoneyNeverSleeps

Welcome to the Let the Money Talk podcast. In this episode, one of our top Financial Advisory Consultant, Tan Hong Wei, shares the important aspect of wealth management. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines. #PhillipCapital #YourPartnerinFinance #ServingYouSince1975 #FinTech #PYTCH

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Vivian Ye, reports on Del Monte 3Q22 Results: Temporary dip in margins. 3Q22 results above expectations. Revenue from Americas exceed expectations, but gross profit lower than expected due to inflationary pressures. Listen to this podcast to learn more about the latest corporate updates. Alternativel...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on Lendlease Global Commercial REIT – Delivering a JEM as promised 1. Proposed acquisition of the remaining 68% stake in JEM is marginally accretive at 0.1% according to our forecast, in line with the pro-forma DPU accretion of 0.1-3.0%. 2. The acquisition will add a resilient pr...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on City Developments Limited – Promising turnaround 1. FY21 revenue of S$2.6bn grew 24.5% YoY, forming 106% of our forecast. PATMI underperformed due to higher-than-expected taxes, excluding which, performance would have been in line with our forecasts. PATMI returned to positive...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on CapitaLand Investment Limited – Commendable recycling and FUM growth. 1. FY21 PATMI of S$1,349mn was 52% above our forecast due to higher than forecasted performance of JV & Associates and portfolio gains. FY21 DPS of 15 Scts was a positive surprise, exceeding our DPS fore...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, Pan-United Corporation Limited's 2H21 results that beat our estimates. We revise our profit for FY22 higher by 11%. The group reported 2H21 revenue which grew 45% on a year-on-year basis driven by a recovery in the construction sector. Seasoned Traders. Company report. Listen to...