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 City Developments Limited's underway recovery and asset monetisation.

Re-initiate on City Developments with a BUY recommendation and target price of S$9.19. 

Investment Thesis:

1. Catching the Singapore property upcycle with its strong development pipeline

2. Impending recovery of the hospitality sector

3. Asset monetisation through potential SREIT listing should improve CDL's financial position

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 Koufu Group's in-line 1H21 results, but the outlook remains challenging.

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 UG Healthcare Corporation 4Q21 which their results is within expectation and uncertainty over the direction of glove 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 analyst, Vivian Ye, reports Koda Limited's 2H21 revenue and PATMI increased. The demand remains strong for furniture but waiting for resumption at manufacturing facilities.

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 BRC Asia Limited's proposed entry of a solid substantial shareholder that will boost its balance sheet and enhance its expansion overseas.

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, discusses BRC Asia Limited latest report. The market leader in prefabricated steel reinforcement reported 3Q21 earnings of S$10.2mn, in line with our estimates.

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, discusses The Stock Exchange of Hong Kong Limited's launch of derivatives futures product that will be in direct competition with Singapore Exchange 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 senior analyst, Terence Chua, discusses Sembcorp Industries 1H21 report earnings that were below our expectations due to a S$212mn impairment.

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: Starhill Global REIT.

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: Ascendas REIT.

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