Let the Money Talk

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Timothy Ang, discusses the report on Microsoft Corporation. Microsoft Azure doubled its market share from 10% to 20% between 2017 and 2021 as many enterprises choose Azure due to existing relationships they have with Microsoft. Listen to this podcast to learn more about the latest corporate updates....

Please note that today 13 December, will be the last day of our Morning Note for 2021.  We will resume Morning Note in January 2022. Thank you! Stock futures held steady in overnight trading Sunday after the S&P 500 notched its best week since February at a fresh record close, rebounding from a big sell-off triggered by fears of the Omicron COVID-19 variant. The Dow Jones Industrial...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, reports BRC Asia 4Q21 results that beat our estimates. We revise our profit for FY22 higher by 39%. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

Wall Street closed higher on Wednesday for the third straight session amid positive sentiment about the effectiveness of three-dose vaccinations against the newest Covid-19 strain. Markets have faced volatility recently due to concerns about the possible impact of the Omicron variant, as well as the expectation that the Federal Reserve and other major central banks will tighten monetary policy soo...

Wall Street stocks rallied for a second straight session Tuesday as investors cheered early indications that the latest Covid-19 variant may be less severe than earlier rounds. The tech-rich Nasdaq Composite Index, which lagged other major indices Monday, led with a three per cent jump to 15,686.92. The Dow Jones Industrial Average climbed 1.4 per cent to 35,719.43, while the broad-based S&P 5...

Stock futures edged up in overnight trading on Monday after a rebound from a rollercoaster week as investors looked past the potential impact from the new omicron coronavirus variant. Futures on the Dow Jones Industrial Average rose 40 points. S&P 500 futures and Nasdaq 100 futures both gained about 0.1%. The overnight session followed a comeback on Wall Street that saw the blue-chip Dow...

S&P 500 futures were higher even after a losing week on Wall Street as investors ditched equities amid concerns over the new omicron Covid variant and the Federal Reserve’s move to tighten policy. Nasdaq stock futures were the underperformer on Sunday following a big drop in bitcoin over the weekend and as investors continued to rethink owning tech stocks with high valuations. Futures contract...

Asian stocks looked set for a mixed start Friday amid easing concerns over the omicron virus strain but hurdles for Chinese technology firms. Treasury yields rose after comments from Federal Reserve officials. Australian equities advanced and futures pointed higher for Japan. Hong Kong contracts slipped after a slide in Chinese shares traded in the U.S. over the risk of delisting for flouting disc...

Asian stocks look set to fall Thursday after a sharp reversal in U.S. shares on concerns about risks from the omicron strain and as Jerome Powell reiterated a pivot toward potentially tapering stimulus more quickly. Australian equities dropped and futures for Japan and Hong Kong pointed lower, while U.S. contracts edged up. The S&P 500 posted its worst two-day selloff since October 2020 after...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Vivian Ye, reports LHN Limited FY21 Results: Tapping into evolving real-estate trends. FY21 PATMI increased 16% YoY although revenue was lower due to streamlining of operations. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the ful...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Jonathan Woo, discusses the report on Alphabet Incorporation's initiation - Growth engine with monopoly power. Continued revenue growth with widening net margins. Capitalizing on shifts in macro trends in digital advertising, and increased adoption of cloud services. Listen to this podcast to learn m...

The Straits Times Index (STI) was little changed on Wednesday (Nov 24), ending 0.01 per cent or 0.38 point lower at 3,227.15. Advancers outnumbered decliners 243 to 210, with 1.64 billion shares worth S$1.03 billion changing hands. Across Asia, most markets also closed lower, amid investor concerns that the US Federal Reserve might speed up policy tightening to cope with broadening inflationary ri...

The Straits Times Index (STI) fell 0.3 per cent or 9.55 points to close at 3,227.53 points on Tuesday (Nov 23), as sentiment wavered due to a faster-than-expected rise in Singapore's headline inflation. The consumer price index (CPI) jumped 3.2 per cent year on year in October - crossing the 3 per cent mark for the first time since March 2013. This was higher than the Bloomberg median forecast of...

The S&P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell. The Dow Jones Industrial Average ended slightly higher. Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as re...

The Nasdaq finished at a fresh record Friday on a mixed day for US stocks as markets weighed the risk of economic weakness due to another Covid-19 wave. The tech-focused index notched its first close above 16,000 points, extending a trend in recent days of outperforming the broader market. The Nasdaq jumped 0.4 per cent to 16,057.44, ending at its second straight record and up 1.2 per cent for the...

Asian stocks looked set for a mixed start Friday as Chinese technology shares struggle, contrasting with a rally in their U.S. counterparts that propelled Wall Street equities to a record high. Australian shares and futures for Japan were steady, while Hong Kong contracts slid. A tumble in the likes of e-commerce firm Alibaba Group Holding Ltd. and video-streaming platform operator Bilibili Inc. h...

Stocks fell on concern that inflation could pose a challenge to the global economic rebound, forcing central banks to raise interest rates sooner than expected. Treasuries rose. Traders took some risk off the table as data signaled homebuilders are struggling to break ground on projects amid high materials prices and ongoing labor shortages. Target Corp. sank after warning that cost pressures are...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, reports SPH shareholders will likely go for Cuscaden's offer as this provides a higher total consideration value and value certainty. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

Asian stocks looked set for a steady start Wednesday as traders weigh a climb in Wall Street shares, Treasury yields and the dollar amid robust U.S. economic data and more calls for tighter monetary policy. Futures for Japan rose, while Hong Kong’s dipped. Australia slipped at the open. U.S. futures fluctuated after equities extended their rally overnight, buoyed by robust retail sales and factory...

Asian stocks looked set for a steady open Tuesday after a choppy U.S. session that saw Treasury yields and the dollar climb amid concern that inflation will force a quicker withdrawal of central bank stimulus. Australian shares slipped, while futures for Japan, Hong Kong and the U.S. were little changed. The S&P 500 and Nasdaq 100 ended broadly flat. Tesla Inc. shares approached a bear market...

Welcome to the Let the Money Talk podcast. In this episode, one of our top Financial Advisor, Darren Chew, shares his top secrets to picking dividend stocks. Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines.

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's head of research, Paul Chew, discusses the report on Sheng Siong Group 3Q21 Results. The results beat estimates and margins at a record high. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Timothy Ang, discusses the report on Apple Inc's 4Q21 results. Results in line and demand are strong, but supply constraints hinder growth. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Timothy Ang, discusses the report on Amazon.com Inc's 3Q21 results. Results in line but higher cost expected in the next quarter. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's technical analyst, Wei Ren, discusses the report on Technical Pulse: Fraser Centrepoint Trust Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.