Let the Money Talk artwork

Let the Money Talk

509 episodes - English - Latest episode: 12 days ago -

We aim to address the needs of Asian investors in the global landscape through the power of creativity. Being Singapore's number one business platform that focuses on financial news, industry trends, investment strategies and talks, live and interactive programmes, on-demand streaming shows, and an educational platform where users can get training in finance, trading and investments.​

Our platform acts as a portal into all things finance, with interviews, keyword explanations, as well as daily news updates only a click away.

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Episodes

17LIVE Initiation Report | SGX Company Insights | 8 April 2024

April 12, 2024 03:33 - 6 minutes - 9.48 MB

Miaomiao, a Research Analyst at Phillip Securities Research will be discussing an Initiation report concerning 17LIVE Group Limited, dated April 8, 2023, titled “Back to Growth Mode.” We initiate coverage on 17LIVE Group with a BUY rating and a price target of S$2.30. Our valuation is based on DCF, using a 14.1% WACC as the group is purely funded by equity and 1% terminal growth rate. We believe the group can further optimise its revenue and operating model, thereby improving profitability ...

Cromwell European REIT Initiation | SGX Company Insights | 1 April 2024

April 05, 2024 06:05 - 4 minutes - 6.24 MB

Darren Chan, Senior Research Analyst at Phillip Securities Research will cover our report on the initiation of Cromwell European REIT, dated 1 April 2024, titled “Asset rejuvenation strategy to drive organic growth.” Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.poems.com.sg/stock-research⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #P...

Singapore Equity Strategy 2Q24 | SGX Company Insights | 1 April 2024

April 03, 2024 02:05 - 7 minutes - 9.7 MB

Paul Chew, Head of Research with Phillip Securities Research will discuss the 2nd quarter 2024 Singapore Equity Strategy report, dated 1st April 2024. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.poems.com.sg/stock-research⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #SingaporeEquitySt...

US Banks Initiation | US Company Insights | 25 March 2024

March 27, 2024 07:40 - 9 minutes - 8.63 MB

Glenn Thum, senior research analyst with Phillip Securities Research, will cover our recent initiation on the US Banking sector, in particular JP Morgan, Bank of America, and Wells Fargo. Our report, ‘Industry leaders to benefit from peak rates’, was dated 25 March 2024. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartner...

Q&M Dental FY23 Results | SGX Company Insights | 18 March 2024

March 21, 2024 03:02 - 5 minutes - 7.55 MB

Paul Chew, head of research with Phillip Securities Research, will be covering the results note on Q&M Dental Group’s second-half results in 2023. The report was dated 18th March 2024 and titled “Data-driven treatments can commence.” Results beat expectations and upgrade to BUY from ACCUMULATE. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.poems.com.sg/stock-research⁠⁠ to access the full report and gain more insights. ...

Adobe 1Q24 Results | US Company Insights | 19 March 2024

March 21, 2024 02:56 - 6 minutes - 5.72 MB

Ambrish Shah, US Technology Analyst of Phillip Securities Research team, will cover Adobe’s first quarter 2024 earnings results. The report, ‘Revenue growth to decelerate,’ was dated 19th March 2024. 1Q24 results in line with our expectations. We maintain REDUCE. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinanc...

City Developments FY23 Results | SGX Company Insights | 5 March 2024

March 11, 2024 03:00 - 5 minutes - 7.22 MB

Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover our report on City Developments Limited’s full-year-23 results, dated 5th March 2024, titled “Record revenue driven by property development.”  Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #S...

CapitaLand Investment FY23 Results | SGX Company Insights | 4 March 2024

March 11, 2024 02:56 - 4 minutes - 6.57 MB

Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover the report on CapitaLand Investments Limited’s full-year 2023 results, dated March 4, 2024, titled “Targeting to double FUM in 5 years.”  Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servin...

Salesforce Inc 4Q24 Results | US Company Insights | 7 March 2024

March 08, 2024 03:48 - 6 minutes - 5.64 MB

Ambrish Shah, US Technology Analyst of Phillip Securities Research team, will cover Salesforce’s 4Q24 earnings results. The report, ‘Further margin expansion,’ was dated 7 March 2024. 4Q24 results met our expectations. We maintain ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Ser...

UOB 4Q23 Results | SGX Company Insights | 26 February 2024

March 04, 2024 00:52 - 5 minutes - 7.64 MB

Glenn Thum, senior research analyst with Phillip Securities Research, will be covering UOB’s fourth quarter results. The report was dated 26 February 2024 and was titled ‘Net interest income hurt by net interest margin decline and flat loan growth’. 4Q23 results slightly above estimates. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full repo...

OCBC 4Q23 Results | SGX Company Insights | 1 March 2024

March 04, 2024 00:47 - 6 minutes - 9.51 MB

Glenn Thum, senior research analyst with Phillip Securities Research, will be covering OCBC’s fourth quarter results. The report was dated 1st March 2024 and titled ‘Non-interest income driving growth’. 4Q23 results met estimate. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFi...

Nvidia Corp 4Q24 Earnings Results | US Company Insights | 23 February 2024

February 27, 2024 09:05 - 3 minutes - 4.57 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering our fourth quarter 2024 earnings report on Nvidia dated the 23rd February 2024, and titled “More upside from AI demand.” Maintain BUY rating on NVDA Corp. with a raised target price of US$970 Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #Your...

Singapore Banking Monthly Jan 24 | SGX Company Insights | 19 February 2024

February 21, 2024 03:51 - 6 minutes - 8.86 MB

Glenn Thum, senior research analyst with Phillip Securities Research, will be covering the Singapore Banking Monthly for January 2024. Our report was dated 19th February 2024 and titled ‘Loans and interest rates dip further’. Maintain Overweight. We remain positive on banks. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #Phi...

Silverlake Axis 2Q24 Results | SGX Company Insights | 19 February 2024

February 20, 2024 07:49 - 6 minutes - 8.41 MB

Glenn Thum, senior research analyst with Phillip Securities Research, will be covering Silverlake Axis Limited’s second-quarter results. Our report was dated 19th February 2024 and titled ‘Quality of earnings improving.’ 2QFY24 results met estimates. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCap...

Amazon 4Q23 Financial Update | US Company Insights | 15 February 2024

February 20, 2024 07:37 - 6 minutes - 5.8 MB

Helena Wang, Research Analyst at Phillip Securities Research, will discuss the analysis of Amazon's fourth quarter FY23 financial performance. The report was dated 15th February 2024 and titled ‘Improving efficiency through regionalization’. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 ...

Apple 1Q24 Financial Update | US Company Insights | 7 February 2024

February 19, 2024 10:00 - 5 minutes - 5.24 MB

Helena Wang, Research Analyst at Phillip Securities Research, will discuss the analysis of Apple 1Q24 financial performance. The report was dated 7 February 2024 and was titled ‘Weak demand for products continues.’ Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMed...

Singapore Strategy on Budget 2024 | SGX Company Insights | 19 February 2024

February 19, 2024 02:36 - 6 minutes - 9.28 MB

Paul Chew, head of research with Phillip Securities Research, will be covering the Singapore Strategy on Budget 2024. Our report was dated 19th February 2024 and titled “The Social Health Ageing Retire Educate or SHARE Budget.” Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fin...

Far East Hospitality Trust FY23 Report | SGX Company Insights | 15 February 2024

February 15, 2024 11:03 - 6 minutes - 8.7 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research, will cover the result report on Far East Hospitality Trust, dated 15th February 2024, and tilted “Mega events to drive RevPAR recovery.” FEHT is currently trading at FY24e dividend yields of 6.8% and 0.7x P/NAV. We expect revenue to be supported by RevPAR recovery and potential inorganic growth. Our DDM-TP remains unchanged at S$0.79, with projected FY24-25e DPUs of 4.35 to 4.45 cents. Listen to this podcast to stay updated o...

Keppel DC REIT FY23 Results & Outlook | SGX Company Insights | 9 February 2024

February 15, 2024 10:50 - 5 minutes - 6.92 MB

Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover a report on Keppel DC REIT’s full year 2023 results dated 9 February 2024, titled “Uncollected rents impact DPU.” Downgrade to ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 ...

CapitaLand Ascott Trust FY23 Results & Outlook | SGX Company Insights | 9 February 2024

February 15, 2024 01:32 - 4 minutes - 6.58 MB

Darren Chan, Senior Research Analyst at Phillip Securities Research, will cover a report on CapitaLand Ascott Trust’s full year 2023 results dated 9 February 2023, titled “Further upside from occupancy growth.” Downgrade to ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Ser...

StarHub 4Q23 Earnings Results | SGX Company Insights | 14 February 2024

February 14, 2024 07:03 - 2 minutes - 2.75 MB

Paul Chew, head of research with Phillip Securities Research, will be covering StarHub’s fourth quarter results. The report was dated 14th February 2024 and titled “Pop in dividends”. 4Q23 results above expectation and a jump in dividends. Maintain ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #...

BRC Asia 1Q24 Business Update | SGX Company Insights | 13 February 2024

February 14, 2024 06:36 - 3 minutes - 3.53 MB

Peggy Mak, an analyst at Phillip Securities Research, will discuss BRC Asia 1Q24 financial performance. We downgrade our call to ACCUMULATE from buy. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #BRCAsia Follow ...

Pan-United FY23 Results | SGX Company Insights | 13 February 2024

February 14, 2024 01:53 - 4 minutes - 3.79 MB

Peggy Mak, an analyst at Phillip Securities Research, will discuss the final results of Pan-United Corporation for the financial year ended December 2023. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #PanUnitedC...

SPOT 4Q23 Earnings Results | US Company Insights | 9 February 2024

February 13, 2024 02:55 - 4 minutes - 4.43 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering our fourth quarter 2023 earnings report on Spotify dated 9th February 2024, and titled “Growth exceeds, monetisation to begin”. Maintain ACCUMULATE on Spotify Technology S.A. with a raised target price of US$270.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insight...

DBS 4Q2023 Results | SGX Company Insights | 9 February 2024

February 10, 2024 14:25 - 5 minutes - 5.32 MB

Glenn Thum, Senior Research Analyst with Phillip Securities Research, will be covering DBS’ fourth quarter results. Our report was dated 9th February 2024 and titled ‘Fee income recovers; strong dividend growth’. 4Q23 results above expectation. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #Y...

Meta Platforms Inc 4Q23 Earnings Results | US Company Insights | 7 February 2024

February 08, 2024 02:00 - 5 minutes - 4.87 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering our fourth quarter 2023 earnings report on Meta Platforms dated the 7th February 2024, and titled “Beats all around”. We downgrade to ACCUMULATE rating on Meta Platforms Inc. with a raised target price of US$520.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insight...

Singapore Air Transport Sector Update | SGX Company Insights | 1 February 2024

February 07, 2024 01:58 - 4 minutes - 4.18 MB

Peggy Mak, an analyst at Phillip Securities Research, will give a round-up of the Singapore Air Transport sector for January 2024. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #SGXCompanyInsights #FinanceNews #SGX #SIA #SATS #SIAE Follow PYTCH Medi...

Lendlease Global Commercial REIT 1H24 Results | SGX Company Insights | 5 February 2024

February 06, 2024 05:06 - 5 minutes - 4.81 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be discussing a result report of Lendlease Global Commercial REIT, dated Feb 05th, 2023, titled “High rental reversion and rental upside from Sky Complex”. LREIT is currently trading at FY24 yields of 6.82% and 0.79x Price to NAV. We expect upside from a mark-to-market rental uplift upon successful backfilling of Building 3, Sky Complex, and better- than-expected international travel numbers to support further rental rever...

AMD Inc 4Q23 Earnings Results | US Company Insights | 5 February 2024

February 05, 2024 16:41 - 4 minutes - 3.95 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering our fourth quarter 2023 earnings report on AMD dated 5th February 2024, and titled “AI demand still hot”. We upgrade ACCUMULATE rating on AMD Inc. with a raised target price of US$195.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartn...

Alphabet Inc 4Q23 Earnings Results | US Company Insights | 2 February 2024

February 05, 2024 16:23 - 4 minutes - 3.71 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering our fourth quarter 2023 earnings report on Alphabet Inc. dated 2nd February 2023, and titled “AI underpinning ad growth”. We downgrade ACCUMULATE rating on Alphabet Inc. with a raised target price of US$154.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #Ph...

SGX 1H2024 Results | SGX Company Insights | 5 February 2024

February 05, 2024 08:35 - 6 minutes - 5.61 MB

Glenn Thum, Senior Research Analyst with Phillip Securities Research, will be covering SGX’s first half 2024 results. Our report was dated 5th February 2024 and titled ‘FICC revenue support growth’ with 1H24 results below expectation. Downgrade to ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital ...

Tesla Inc 4Q23 Earnings Results | US Company Insights | 29 January 2024

January 30, 2024 02:41 - 4 minutes - 4.46 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering the fourth quarter 2023 earnings report on Tesla Inc. dated 29th January 2024, and titled “Intensifying competition to weigh further on margins”. We Downgrade to NEUTRAL rating on Tesla Inc. with reduced target price of US$175.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain...

Netflix Inc 4Q23 Earnings Results | US Company Insights | 26 January 2024

January 30, 2024 02:35 - 4 minutes - 4.19 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research, will be covering the fourth quarter 2023 earnings report on Netflix Incorporated dated 25th January 2024, and titled “Subscribers and margins re-accelerating”. We maintain ACCUMULATE rating on Netflix Inc. with raised target price of US$570. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more ...

Suntec REIT | SGX Company Insights | 25 January 2024

January 26, 2024 03:23 - 6 minutes - 6.11 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be covering the Suntec REIT - Stock Analyst Research. SUN is currently trading at FY24e yields of 6% and 0.58x P/NAV. We anticipate strong retail rental reversion to be persistent in FY24 as international visitors gradually return, and the office segment continues to achieve stable reversion in the mid-single digits. Our DDM-TP remains unchanged at S$1.47, with projected FY24-25e DPUs of S$7.30 to S$7.89 cents. ...

Far East Hospitality Trust Initiation Report | SGX Company Insights | 8 January 2024

January 15, 2024 01:37 - 6 minutes - 6 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be covering the Far East Hospitality Trust initiation report. We initiate coverage on Far East Hospitality Trust with a BUY recommendation and a price target of S$0.79. FEHT is trading at 0.73x P/NAV which is below the average SREIT of 0.84x. Our valuation is based on DDM using the cost of equity of 6.5% and 1.5% terminal growth rate. At our TP of S$0.79, we value FEHT at 4.8% FY23e DPU yield. Listen to this podcast to s...

Elite Commericial REIT update report | SGX Company Insights | 20 December 2023

January 15, 2024 01:31 - 4 minutes - 4.53 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be covering the Elite Commericial REIT update report. ELITE is currently trading at FY24e yields of 13.2% and 0.73x P/NAV. We have incorporated the effects of these transactions into our calculations and continue to maintain our forecasts. Potential re-development plan such as student accommodation or data center may take place given the enlarged debt headroom of c.£58mn. Our DDM-TP remains unchanged at 0.36 pence, with p...

Singapore Equity Strategy 2024 | SGX Company Insights | 02 January 2024

January 09, 2024 06:17 - 5 minutes - 5.31 MB

Paul Chew, Head of Research with Phillip Securities Research, will be covering the 2024 Singapore Equity Strategy report titled 'The Federal Reserve Got Your Back', dated January 2, 2024. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyInsights #Finan...

Salesforce Inc 3Q24 Results | US Company Insights | 04 December 2023

December 11, 2023 07:35 - 5 minutes - 4.92 MB

Ambrish Shah, US Technology Analyst at Phillip Securities Research, will be covering the Salesforce Inc 3Q24 Results with focus on improving earnings. 3Q24 revenue was within expectations but earnings were ahead. We maintain ACCUMULATE recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyou...

Lendlease Global Commercial Trust 1Q24 | SGX Company Insights | 23 November 2023

November 24, 2023 00:32 - 5 minutes - 4.93 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be covering the Lendlease Global Commercial Trust 1Q24 report. LREIT is currently trading at FY24e yields of 7.82% and 0.7x P/NAV. We anticipate that the strong rental reversion momentum will persist for 313@somerset in FY24 as international visitors gradually return, and Jem continues to achieve stable reversion in the high single digits. Our DDM-TP remains unchanged at S$0.86, with projected FY24-25e DPUs of S$4.38 - 4....

Lendlease Global Commercial Trust 1Q24 | SGX Company Insights | 9 November 2023

November 24, 2023 00:32 - 5 minutes - 4.93 MB

Miaomiao Liu, a Research Analyst at Phillip Securities Research will be covering the Lendlease Global Commercial Trust 1Q24 report. LREIT is currently trading at FY24e yields of 7.82% and 0.7x P/NAV. We anticipate that the strong rental reversion momentum will persist for 313@somerset in FY24 as international visitors gradually return, and Jem continues to achieve stable reversion in the high single digits. Our DDM-TP remains unchanged at S$0.86, with projected FY24-25e DPUs of S$4.38 - 4....

Block Inc 3Q23 Results | US Company Insights | 08 November 2023

November 21, 2023 03:16 - 5 minutes - 5.51 MB

Ambrish Shah, US Technology Analyst at Phillip Securities Research will be covering the Block Inc 3Q23 Results with focused on improving earnings. Revenue within expectations but earnings were ahead. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PY...

PayPal Holdings Inc 3Q23 Results | US Company Insights | 06 November 2023

November 21, 2023 03:13 - 5 minutes - 4.75 MB

Ambrish Shah, US Technology Analyst at Phillip Securities Research will be covering the PayPal Holdings Inc 3Q23 Results with higher payment volumes. The results were within expectations. Maintain BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMe...

Airbnb Inc 3Q23 Results | US Company Insights | 03 November 2023

November 21, 2023 03:05 - 5 minutes - 4.78 MB

Ambrish Shah, US Technology Analyst at Phillip Securities Research will be covering the Airbnb Inc 3Q23 Results while strong earnings growth as travel rebounds. The results exceeded our expectations. Upgraded to BUY recommendation. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech ...

DBS 3Q2023 Results | SGX Company Insights | 09 November 2023

November 09, 2023 01:53 - 5 minutes - 5.01 MB

Glenn Thum, Research Analyst at Phillip Securities Research will be covering the DBS 3Q2023 results which are slightly above estimates while maintaining the BUY recommendation. 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. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #DBS...

Spotify Technology S.A. 3Q23 Earning Results | US Company Insights | 06 November 2023

November 08, 2023 00:52 - 4 minutes - 4.4 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research will be covering the Spotify Technology S.A. 3Q23 earning results while maintaining an ACCUMULATE rating. The target price is raised to US$190.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMed...

META Platforms Inc 3Q23 Earning Results | US Company Insights | 06 November 2023

November 08, 2023 00:48 - 4 minutes - 4.21 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research will be covering the META Platforms Inc 3Q23 earning results with an upgrade to BUY rating. The target price is raised to US$375.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyI...

Alphabet Inc 3Q23 Earning Results | US Company Insights | 06 November 2023

November 08, 2023 00:42 - 4 minutes - 4.2 MB

Jonathan Woo, Senior Research Analyst at Phillip Securities Research will be covering the Alphabet Inc 3Q23 earning results with Maintain BUY rating. The target price is raised to US$144.00. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyInsights #Fina...

Microsoft Corp 1Q24 Results | US Company Insights | 03 November 2023

November 03, 2023 06:20 - 5 minutes - 5.04 MB

Ambrish Shah, Research Analyst at Phillip Securities Research will be covering Microsoft Corp's 1Q24 earnings and maintaining ACCUMULATE recommendations as the results are in line with expectations. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠www.poems.com.sg/stock-research⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyInsights ...

UOB 3Q2023 Results | SGX Company Insights | 02 November 2023

November 02, 2023 02:31 - 5 minutes - 4.95 MB

Glenn Thum, Research Analyst at Phillip Securities Research will be covering the UOB 3Q2023 results which are slightly above estimates while maintaining the BUY recommendation. 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. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #UOB ...

Amazon.com Inc 3Q23 Earnings Results | US Company Insights | 01 November 2023

November 02, 2023 02:27 - 7 minutes - 6.58 MB

Maximilian Koeswoyo, Research Analyst at Phillip Securities Research will be covering Amazon.com Inc's 3Q23 revenue in line with expectations, while earnings exceeded. The recommendation is to Maintain BUY. 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. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #fintech #PYTCH #PYTCHMedia #USComp...

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@phillipcapital 19 Episodes