All Episodes
Let the Money Talk — 614 episodes · page 1 of 7
Raffles Education Ltd - Back to school and growth
JPMorgan Chase & Co – NII guidance raised; buybacks cut
Wells Fargo & Company – Loan growth and cost cuts lift EPS 13%
Singapore Banking Monthly – Loan growth at 13% outpaces rising funding costs
Software Quarterly Update 2Q26 – End of the SaaSpocalypse
Snowflake Inc - Growth from rising coding and AI agent activities
Magnificent 7 Monthly: Aug 26 - Selling AI beats buying AI
Oracle Corp – Revenue inflection as AI monetisation gains traction
Adobe Inc – No inflection point in sight
Apple Inc. - Exciting new foldable, but outlook remains complicated
Singapore Banking Monthly – Volume replaces margin as loan growth hits 10%
Palo Alto Networks Inc – Highest sales growth in 9 years
Salesforce – The end of the SaaSpocalypse
NVIDIA - ACIE overtakes hyperscale growth
SpaceX – AI compute drives growth on 90-day contracts
Singapore Banking Monthly – Earnings above estimates on record fees and trading
Singapore Exchange Limited – Cash equities drive a record year
Reddit Inc. - Solid financials and robust advertising fundamentals
SATS Ltd - Cargo and food strength offsets SoAJV decline
UltraGreen.ai - One small step for rival, no giant leap
BRC Asia 3Q26 Update
Mag-7 July 2026 Update
CNMC – Gold price cushions volume decline
UltraGreen.ai 1H2026: Vial Pricing Power Drives 30.7% Revenue Growth Past Rising Costs
Palantir Technologies Inc – Acceleration across all fronts
Airbnb Inc – Large events offset EMEA booking weakness
UOB Q2 2026: Record Wealth Fees Meet Margin and Fee Growth Headwinds
OCBC Q2 2026: Trading Income Jumps 85% as Wealth Powerhouse Emerges
DBS Group Holdings Ltd – Wealth fees outrun the rate drag
Elite UK REIT - Out with the old, in with the new
Lendlease Global Commercial REIT - Retail strength continues, AEI upside next
Apple Inc. - Supply constraints and rising memory weigh on near term
Amazon.com Inc. -AWS growth begins to justify CapEx bet
Microsoft Corp – Efficiency gains led Azure acceleration
Tesla Inc. – Record deliveries but margins collapse
Netflix Inc.-softer guidance, but engagement not slowing
Singapore Banking Monthly – Loans surge, rates bottom
Wells Fargo & Company – Every segment delivers as loans grow 12%
JPMorgan Chase & Co – Equity markets power a record quarter
Zixin Group Holdings Ltd – Higher volume drives profitability
AppLovin Corp. – Robust ad momentum ahead of AXON global launch
SaaS premium valuations under pressure
Micron 3Q26 Results
Adobe Inc. - Strong freemium uptake, weak ARR gain
Oracle Corp – CAPEX raised to US$70bn in FY27e
Palo Alto Networks Inc. - Largest pure-play cybersecurity platform
Salesforce Inc – Share buyback cuts outstanding shares by 11%
Nordic Group - Multi-year project upcycle intact
SATS Ltd - Strong cargo volumes, new contract wins drive growth
Sea Ltd.-2026 an investment year
Airbnb Inc – Modest booking and ADR growth
Wee Hur Holdings Ltd - Construction and worker dorm anchor growth
Advanced Micro Devices Inc. - Clear Instinct GPU roadmap, strong CPU demand
Netflix Inc. - Content, ads, and scale drive the next leg of growth
The Walt Disney Company - Streaming Turns Profitable
Nvidia 3Q26 Results
Sea Ltd. - All rounded growth continues
Shopify Inc. - Solid execution, but valuation still stretched
Grab Holdings - Product-led strategy gaining momentum
Apple Inc.- Strong outlook, yet no real game changer
Amazon.com Inc. - AWS growth accelerating
Netflix Inc. - Margin pressure raises concern
Semiconductor 2Q25 Update
Shopify Inc. - Growth momentum to continue, but stock overvalued
Grab Holdings - Super-app strategy delivering scale efficiently
Apple Inc. - Good results, but still cautious
Amazon.com Inc - Growth prospects still intact
Netflix Inc.- Tough to surpass high expectations
Centurion Corporation Ltd - A New EPIISOD
Phillip Singapore 3Q25 Strategy: Going local
Semiconductor 1Q25 Update - AI demand offsets impact from US export controls
Sea Ltd. - Outperformance likely to continue, but valuations stretched
BRC Asia Ltd - Still record order book
Singapore Airlines - Better-than-expected FY25 DPS of 40cents
Singapore Equity Strategy Week 21 2025
Amazon.com Inc. - Price fall gives an opportunity
Advanced Micro Devices Inc - Growth drivers offset impact from China
Spotify Technology S.A.- Growth story remains intact, yet full valuations
Apple Inc.- Tariff troubles and growth struggles
OUE REIT - Resilient rental reversion from SG office
Netflix Inc.- Ability to withstand recession
Singapore Equity Strategy Week 17 2025
Grab Holding– The Southeast Asia super app
Semiconductor 4Q24 Update - Slower pace of growth but equipment picking up
CNMC Goldmine Holdings - A leveraged bet on gold
Singapore Equity Strategy Week 15 2025
Geo Energy Resources Limited - Buying multi-bagger optionality
OCBC – Earnings miss from higher allowances and expenses
UOB Ltd – Higher allowances hurt earnings
Singapore Airlines - Better than expected 3Q25 performance
SATS - Minimal FY25e financial impact from De Minimis removal
Shopify Inc. - Solid results, but valuations look full
Singapore Air Transport – Feb25 - Cargo headwinds from cancellation of De Minimis
Far East Hospitality Trust - RevPAR growth is expected to continue in FY25e
Elite UK REIT - Payout ratio restored to 95%
Singapore Equity Strategy Week 8 2025
Spotify – First year of profitability
Amazon – Strong results yet soft guidance
DBS – Capital returns begin
Singapore Equity Strategy Week 7 2025