Sign up to save your podcasts
Or
Share Let the Money Talk
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Let the Money Talk episodes
- Singapore Banking Monthly – Loan growth at 13% outpaces rising funding costs
🏦 Singapore loan growth just hit 13%, a post-COVID high. Glenn Thum breaks down the September 2026 Singapore Banking Monthly on Let the Money Talk. Booming loan volumes and 11% CASA growth are cushioning the banks, but SORA's fifth straight monthly rise and OCBC and UOB hiking promotional deposit rates are squeezing funding costs, a divergence that leaves DBS, which held its rate at 1%, with the widest margin edge. Can volume growth keep outrunning rising funding pressure into year-end?
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #SingaporeBanks
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
5 min - Software Quarterly Update 2Q26 – End of the SaaSpocalypse
📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks to neutral at 97 times earnings. Can large-cap SaaS, still trading below its historical valuation, keep riding the enterprise AI spending wave?
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Software #SaaS
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min - Snowflake Inc - Growth from rising coding and AI agent activities
🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to ramp up AI workloads. Can Snowflake keep turning surging AI compute demand into lasting revenue growth?
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 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Snowflake
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min - Magnificent 7 Monthly: Aug 26 - Selling AI beats buying AI
🚀 From Nvidia's impressive growth to Tesla's robotaxi expansion – August was a month of surprises! Catch the full breakdown on "Let the Money Talk" with Glenn Thum.
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Magnificent7
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
5 min - Oracle Corp – Revenue inflection as AI monetisation gains traction
🔍 Examine Oracle's latest fiscal results with Alif Fahmi on Let the Money Talk! A 121% growth in cloud infrastructure highlights their AI drive. With strong demand ahead, will Oracle deliver on its promises?
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 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Oracle
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min - Adobe Inc – No inflection point in sight
🔍 Explore Adobe's third-quarter fiscal 2026 outcomes with Alif Fahmi on Let the Money Talk! Revenue growth driven by creative solutions and AI did not alter our neutral outlook despite a 14% P/E ratio. Does Adobe's AI complement their model effectively?
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 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Adobe
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min - Apple Inc. - Exciting new foldable, but outlook remains complicated
🔍 Dive into Apple's September 2026 product launch with Helena Wang on Let the Money Talk! The debut of the $1,999 foldable iPhone Duo and price hikes across the Pro lineup should meaningfully lift average selling prices. Can Apple's new premium price tiers hold up without an AI-driven upgrade cycle to back them?
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #NETFLIX #NFLX
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
5 min - Singapore Banking Monthly – Volume replaces margin as loan growth hits 10%
📈 Loan growth in the Singapore banking sector hits 10% for the first time since COVID!
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SGX #FinanceNews #SingaporeBanks #Singapore #UOB #DBS #OCBC
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
5 min - Palo Alto Networks Inc – Highest sales growth in 9 years
🔍 Dive into Palo Alto Networks' fourth-quarter fiscal 2026 results with Alif Fahmi on Let the Money Talk! Revenue surged 34.4% year-on-year — the strongest growth since 2017 — as platformization and the CyberArk acquisition fueled AI security demand, even as a roughly 160% share rally since February drove a downgrade to neutral despite a raised $346 target price. Can Palo Alto's platform strategy keep justifying its premium valuation?
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 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #PaloAlto #PANW
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min - Salesforce – The end of the SaaSpocalypse
🔍 Dive into Salesforce's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! Agentforce annual recurring revenue rocketed past $1.5 billion, up 240% year-on-year, driving a DCF target price hike to $243 from $166, even as heavier R&D and sales spending pulled profit below forecasts. Can Salesforce's AI upsell engine keep outpacing its rising cost base?
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.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #CRM #Salesforce
Follow PYTCH Media:
YouTube
Facebook
Instagram
LinkedIn
Podcast
Website
6 min
About Let the Money Talk
From the publisher's feed
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.
More shows like Let the Money Talk
Money Talks
2 Listeners