Let the Money Talk

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 estate investments. 

Secondly, growth in fund management and lodging AUM will help to drive fee income.

Lastly, its S$3bn divestment target will be channelled into new economy assets.

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 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 proposed investment by Keppel DC REIT into M1 Network Private Limited's network assets. 

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 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 report.

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 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: 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 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: 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.com for the full report.