All episodes

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

SGX– Dividends disappoint despite earnings surge

Tesla Inc. – Auto sales, margins and ASPs decline

Apple Inc. – All according to plan

Singapore Equity Strategy Week 6 2025

Netflix Inc. – Stretched valuations

Singapore Equity Strategy Week 5 2025

Singapore Air Transport Jan25 - Cargo remains the bright spot

Zixin - New source of revenue …. Waste

Singapore Banks' share price surges

Singapore Equity Strategy Week 3 2025

OCBC - Trading income hits new high

UOB – Other non-interest income boost earnings

DBS Group – Volatility spurs trading income

​ Block Inc - Cost controls are paying off

Airbnb Inc - Valuations remain expensive

Zixin - Record profit lead by volume growth

Lendlease Global Commercial REIT - Cost of borrowing peaks

Singapore Airlines - Yield and cost pressures

Apple 4Q24 – iPhone strength with Apple Intelligence rollout

Amazon 3Q24 – Strong Third-Quarter Profitability

Microsoft Corp - Azure remains a key growth engine

PayPal Holdings Inc - Margins expansion still the main story

Far East Hospitality Trust - Growth is moderating

Suntec REIT 3Q24 - Overseas performance subdued

OUE REIT 3Q24 - DPU supported by resilient rental reversion

Tesla Inc 3Q24 – A nice surprise, but headwinds still present

Netflix Inc 3Q24 – Solid results, but valuations look full

Singapore Weekly Equity Strategy Week 44

Bank of America 3Q24 - Fees continue to support earnings

Wells Fargo 3Q24 - Earnings supported by non-interest income

JPMorgan 3Q24 - Beat estimates and returning more capital

Zixin Initiation Report | SGX Company Insights | 30 September 2024

Adobe 3Q24 Earning Results | US Company Insights | 17 September 2024

Shopify Initiation Report | US Company Insights | 9 September 2024

Nvidia 2Q25 Results | US Company Insights | 29 August 2024

Salesforce Inc 2Q25 Results | US Company Insights | 30 August 2024

CAO 1H24 Report | SGX Company Insights | 22 August 2024

SATS 1Q25 Report | SGX Company Insights | 23 August 2024

17LIVE 1H24 Results | SGX Company Insights | 19 August 2024

Sea Ltd 2Q24 Financial Update | US Company Insights | 19 August 2024

City Developments Limited 1H24 Results | SGX Company Insights | 19 August 2024

CapitaLand Investments Limited 1H24 Results | SGX Company Insights | 19 August 2024

Prime US REIT 1H24 Results | SGX Company Insights | 16 August 2024

Airbnb 2Q24 Earnings Results | US Company Insights | 13 August 2024

Block 2Q24 Earnings Results | US Company Insights | 7 August 2024

PayPal 2Q24 Earnings Results | US Company Insights | 5 August 2024

Microsoft 4Q24 Earnings Results | US Company Insights | 1 August 2024

Cromwell European REIT 1H24 Results | SGX Company Insights | 12 August 2024

Sasseur REIT 1H24 | SGX Company Insights | 12 August 2024

EliteComREIT GBP 1H24 | SGX Company Insights | 8 August 2024

Lendlease REIT FY24 | SGX Company Insights | 7 August 2024

Apple 3Q24 Financial Update | US Company Insights | 7 August 2024

Amazon 2Q24 Financial Update | US Company Insights | 6 August 2024

SGX 2H24 Results | SGX Company Insights | 12 August 2024

DBS 2Q24 Results | SGX Company Insights | 8 August 2024

Meta 2Q24 Earnings Results | US Company Insights | 5 August 2024

AMD 2Q24 Earnings Results | US Company Insights | 1 August 2024

Alphabet Inc. 2Q24 Earnings Results | US Company Insights | 27 July 2024

First REIT 1H24 Results | SGX Company Insights | 30 July 2024

Keppel DC REIT 1H24 Results | SGX Company Insights | 29 July 2024

CapitaLand Ascott Trust 1H24 Results | SGX Company Insights | 29 July 2024

Suntec REIT Result Report | SGX Company Insights | 29 July 2024

OUE REIT Result Report | SGX Company Insights | 26 July 2024

Tesla 2Q24 Earnings Results | US Company Insights | 26 July 2024

Spotify 2Q24 Earnings Results | US Company Insights | 25 July 2024

Netflix 2Q24 Earnings Results | US Company Insights | 22 July 2024

First REIT Initiation | SGX Company Insights | 5 July 2024

Singapore Equity Strategy 3Q24 | SGX Company Insights | 1 July 2024

OUE REIT Initiation Report | SGX Company Insights | 24 June 2024

Adobe 2Q24 Earnings | US Company Insights | 20 June 2024

Oiltek Initiation Report | SGX Company Insights | 10 June 2024

Salesforce 1Q25 Earnings | US Company Insights | 31 May 2024

Nvidia 1Q25 Earnings | US Company Insights | 30 May 2024

City Developments Limited 1Q24 Updates | SGX Company Insights | 23 May 2024

Sea Ltd 1Q24 Financial Update | US Company Insights | 20 May 2024

Silverlake Axis 3Q24 Results | SGX Company Insights | 16 May 2024

UOB 1Q24 Results | SGX Company Insights | 9 May 2024

OCBC 1Q24 Results | SGX Company Insights | 13 May 2024

Airbnb 1Q24 Earning Results | US Company Insights | 10 May 2024

Block 1Q24 Earning Results | US Company Insights | 8 May 2024

Apple 2Q24 Earning Results | US Company Insights | 6 May 2024

Amazon 1Q24 Earning Results | US Company Insights | 3 May 2024

AMD 1Q24 Earning Results | US Company Insights | 6 May 2024

PayPal 1Q24 Earning Results | US Company Insights | 3 May 2024

Microsoft 3Q24 Results | US Company Insights | 30 April 2024

Alphabet Inc 1Q24 Earnings Results | US Company Insights | 3 May 2024

Meta Platforms Inc 1Q24 Earnings Results | US Company Insights | 3 May 2024

DBS 1Q24 Results | SGX Company Insights | 3 May 2024

Suntec REIT 1Q24 Report | SGX Company Insights | 26 April 2024

Far East Hospitality Trust 1Q24 Report | SGX Company Insights | 2 May 2024

Spotify 1Q24 Earning Results | US Company Insights | 26 April 2024