Let the Money Talk

With the slide in raw-materials prices, do you think inflationary pressures will reduce?

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About Daily Morning Note:

A daily summary of what is happening in the financial markets, hosted by Roshan Gidwani.

The Daily Morning Note airs weekdays at 08:30 SGT on Facebook and YouTube.

With worries about inflation, weakening consumer sentiment and tightening monetary policy weighing on the stock markets, which sectors will you focus on?

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About Daily Morning Note:

A daily summary of what is happening in the financial markets, hosted by Roshan Gidwani.

The Daily Morning Note airs weekdays at 08:30 SGT on Facebook and YouTube.

Is the Australian deal with Uber a sign of change for the company’s operations?

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About Daily Morning Note:

A daily summary of what is happening in the financial markets, hosted by Roshan Gidwani.

The Daily Morning Note airs weekdays at 08:30 SGT on Facebook and YouTube.

In this episode, Phillip Securities Research's Senior Analyst, Terence Chua discusses on Pan-United 1Q22 Results. According to data from the Building and Construction Authority (BCA), demand for ready-mixed concrete for the first three months of 2022 was 5% higher than the same period in 2021.

Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

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In this episode, one of our top Financial Advisory Consultant, Inn Chong, deconstruct the 4 components of a solid financial planning.

Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines.

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In this episode, one of our top Wealth Manager, Eric Lee, share tips on the important factors investors should know.

Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines.

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In this episode, one of our top Financial Services Manager, William Lim, discusses about the possibilities of recession.

Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines.

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In this episode, Phillip Securities Research's analyst, Natalie Ong, reports on Keppel DC REIT - Earnings cushioned by recent investments.

1. 1Q22 DPU of 2.466 Scts (+0.2% YoY) was in line, forming 24.9% of our FY22e forecast.

2. Contributions from investments in Eindhoven DC, Guangdong DC, London DC and NetCo bonds totalling c.S$386mn, and completion of AEI at DC1 and Intellicentre3 development were wiped out by higher electricity costs, provision for litigation and absence of rental support for KDC4.

3. Portfolio occupancy up 0.4ppts YoY, from 98.3% to 98.7%. This was due to higher occupancy at DUB1, which improved from 82.3% to 95.9%.

4. KDC initiated litigation against tenant DXC over revenue for provision of colocation services totaling S$14.8m for the 4-year period between 1 April 2021 and 31 March 2025. The affected occupancy is c.0.4% of KDC’s NLA as at 31 December 2021, and the impact arising from the disputed sum per annum is approximately 2.0% of FY21’s distributable income.

Maintain BUY on earnings stability and attractive entry price for future-ready DC assets. FY22-26e DPUs lowered by 3.7-6.1% due to provision for litigation and higher electricity costs, resulting in 8.2% reduction in our DDM-TP (COE 5.88%) from S$2.81 to S$2.58.

Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

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In this episode, Phillip Securities Research's Senior Analyst, Terence Chua discusses a recently announced Keppel Corp and Sembcorp Marine has entered into definitive agreements with Sembmarine for the proposed combination of its Keppel O&M unit and Sembmarine.

These agreements will transform its business into an asset light recurring income model.

Listen to this podcast to learn more about the latest corporate updates. Alternatively, visit www.stocksbnb.com for the full report.

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In this episode, one of our top Financial Advisory Consultant, Elin Chee, shares the Conversations You Should Have Before Marriage.

Listen to this podcast to learn more about deconstructing world-class tactics, tools and routines.

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