ASEAN Speaks

Banking on Resilience


Listen Later

In this week's ASEAN Speaks, our host Thilan breaks down the key developments shaping Singapore’s markets as the US government shutdown nears resolution and expectations rise for a December Fed rate cut.

In light of that, we review Singapore banks’ 3Q results, highlighting why OCBC has been upgraded to BUY, while DBS remains a BUY and UOB a HOLD. Thilan explains the trends driving net interest income, non-interest income, and capital returns across the sector.

Our TMT analyst Hussaini, then joins to discuss SingTel, sharing insights from its Associate performance and how that could influence upcoming results.

Covering for Samuel, our gaming analyst, Sheryl covers Genting Singapore's strong 3Q results, reiterating its BUY call due to upcoming 4Q seasonality, and expansion in non-gaming attractions as key drivers for continued growth.

Promo: Don’t miss our Punchy Techy Offer! Win up to SGD5,000 in shopping vouchers by executing BUY trades on Azeus Systems, Info-Tech Systems, or AvePoint until 31 January.

...more
View all episodesView all episodes
Download on the App Store

ASEAN SpeaksBy Maybank

  • 3
  • 3
  • 3
  • 3
  • 3

3

1 ratings


More shows like ASEAN Speaks

View all
Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,320 Listeners

Sleep & Relaxation Music to Calm the Nervous System by SOMA Sound

Sleep & Relaxation Music to Calm the Nervous System

130 Listeners