Let the Money Talk

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Jonathan Woo, discusses the report on Facebook Incorporation's user growth which is still stable, but weak guidance on revenue due to Apple iOS 14 privacy changes 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, Jonathan Woo, discusses the report on Netflix Incorporation's membership growth above expectations for the quarter, boosted by hit series releases.  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, Vivian Ye, reports Del Monte Pacific Limited Initiation: Turnaround underway.  We initiate coverage on DMPL with a BUY rating and TP of S$0.60. Turnaround is underway for US subsidiary DMFI. Dominant market shares in the Philippines are expected to continue driving sales. Listen to this podcast...

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: Thai Beverage PLC. 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 head of research, Paul Chew, discusses the report on IX Biopharma Limited company updates. There is 4 positive catalyst to the share price. 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, Natalie Ong, discusses the report on CapitaLand Investment Limited, which is charting new growth. We initiate coverage on CLI with an ACCUMULATE rating and SOTP derived TP of S$4.00. We like CLI for three main reasons.  Firstly, CLI's stable and recurring revenues from fees income and real estat...

Welcome to the Let the Money Talk podcast.  In this episode, Phillip Securities Research's senior analyst, Terence Chua, reports Keppel Corp's on track to exceed S$3-5bn divestment target before 2023. Keppel's settlement agreement with Brazilian company Sete Brasil relating to its frozen rig jobs is now effective. M1, a subsidiary of Keppel and Keppel DC REIT have signed agreements for a prop...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Jonathan Woo, discusses the report on Netflix Inc' initiation - Scaling to higher margins and cash flow. Higher prices, increasing membership base, and expanding margins. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full repor...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Vivian Ye, reports Fortress Minerals Limited's 2Q22 revenue was down 23% YoY, hit by 49% fall in production, cushioned by 48% increase in average selling prices. We cut production forecast and factor in weaker iron ore prices.  Listen to this podcast to learn more about the latest corporate upda...

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: OCBC Bank Limited. 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: Wilmar International Limited. 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 head of research, Paul Chew, discusses the report on Singapore Equity Strategy 4Q21 whereby inflation is increasing globally with no signs of abating. There is an upside risk in interest rates. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for...

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: SATS Limited. 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 initiation target price of US$4329. 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, Jonathan Woo, discusses the report on Facebook Inc's capitalization on continued users growth. Key to revenue growth would be Facebook's ability to attract, retain and commercialize its users. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb....

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's analyst, Natalie Ong, discusses the report on City Developments Limited's underway recovery and asset monetisation. Re-initiate on City Developments with a BUY recommendation and target price of S$9.19.  Investment Thesis: 1. Catching the Singapore property upcycle with its strong development pipeline 2....

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, reports Koufu Group's in-line 1H21 results, but the outlook remains challenging. 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 head of research, Paul Chew, discusses the report on UG Healthcare Corporation 4Q21 which their results is within expectation and uncertainty over the direction of glove prices. 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, Vivian Ye, reports Koda Limited's 2H21 revenue and PATMI increased. The demand remains strong for furniture but waiting for resumption at manufacturing facilities. 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 senior analyst, Terence Chua, reports BRC Asia Limited's proposed entry of a solid substantial shareholder that will boost its balance sheet and enhance its expansion overseas. 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 senior analyst, Terence Chua, discusses BRC Asia Limited latest report. The market leader in prefabricated steel reinforcement reported 3Q21 earnings of S$10.2mn, in line with our estimates. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, discusses The Stock Exchange of Hong Kong Limited's launch of derivatives futures product that will be in direct competition with Singapore Exchange Limited. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the fu...

Welcome to the Let the Money Talk podcast. In this episode, Phillip Securities Research's senior analyst, Terence Chua, discusses Sembcorp Industries 1H21 report earnings that were below our expectations due to a S$212mn impairment. 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: Starhill Global REIT. 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: Ascendas REIT. Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.