Advertise on podcast: Let the Money Talk

🚚 Phillip Securities Research Analyst Darren Chan initiates coverage of Frasers Logistics & Commercial Trust on Let the Money Talk! Logistics assets are 99.7% occupied and rents are rising with 11.9% reversions, but commercial occupancy sits at 88.4% and UK business parks still carry vacancies. Can a S$5bn sponsor pipeline and a 6.8% yield make FLCT's 21% discount to NAV too good to ignore? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #FLCT #REITs Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

🎓 Join Phillip Securities Research Analyst Hashim Osman on Let the Money Talk for a look at Raffles Education's push into ASEAN! Raffles University enrolment has more than doubled since 2022 and asset sales are steering the group back to net cash, though exiting China assets like Wanbo College has come at a loss. Is Raffles Education's ASEAN pivot the start of a new growth chapter? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #RafflesEducation #Education Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

📊 Phillip Securities Research Analyst Glenn Thum unpacks JPMorgan Chase's Q3 2026 results on Let the Money Talk! Equity markets revenue surged 49% on booming prime financing, but weaker fixed income trading and stalled deal-making pulled earnings below estimates. Can JPMorgan's diversified earnings engine keep it ahead of the pack? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #JPMorgan #Banking Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

🏦 Wells Fargo's Q3 2026 numbers are in, and Phillip Securities Research Analyst Glenn Thum breaks them down on Let the Money Talk! Loans and deposits both grew 11% as headcount fell for a 24th straight quarter, but lower rates squeezed loan yields and trading activity slowed. Can balance sheet growth and cost discipline keep Wells Fargo a buy? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #WellsFargo #Banking Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

🏦 Singapore loan growth just hit 13%, a post-COVID high. Glenn Thum breaks down the September 2026 Singapore Banking Monthly on Let the Money Talk. Booming loan volumes and 11% CASA growth are cushioning the banks, but SORA's fifth straight monthly rise and OCBC and UOB hiking promotional deposit rates are squeezing funding costs, a divergence that leaves DBS, which held its rate at 1%, with the widest margin edge. Can volume growth keep outrunning rising funding pressure into year-end? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #SingaporeBanks Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks to neutral at 97 times earnings. Can large-cap SaaS, still trading below its historical valuation, keep riding the enterprise AI spending wave? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Software #SaaS Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to ramp up AI workloads. Can Snowflake keep turning surging AI compute demand into lasting revenue growth? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Snowflake Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🚀 From Nvidia's impressive growth to Tesla's robotaxi expansion – August was a month of surprises! Catch the full breakdown on "Let the Money Talk" with Glenn Thum. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Magnificent7 Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Examine Oracle's latest fiscal results with Alif Fahmi on Let the Money Talk! A 121% growth in cloud infrastructure highlights their AI drive. With strong demand ahead, will Oracle deliver on its promises? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Oracle Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Explore Adobe's third-quarter fiscal 2026 outcomes with Alif Fahmi on Let the Money Talk! Revenue growth driven by creative solutions and AI did not alter our neutral outlook despite a 14% P/E ratio. Does Adobe's AI complement their model effectively? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Adobe Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Dive into Apple's September 2026 product launch with Helena Wang on Let the Money Talk! The debut of the $1,999 foldable iPhone Duo and price hikes across the Pro lineup should meaningfully lift average selling prices. Can Apple's new premium price tiers hold up without an AI-driven upgrade cycle to back them? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #NETFLIX #NFLX Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠

📈 Loan growth in the Singapore banking sector hits 10% for the first time since COVID! Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SGX #FinanceNews #SingaporeBanks #Singapore #UOB #DBS #OCBC Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Dive into Palo Alto Networks' fourth-quarter fiscal 2026 results with Alif Fahmi on Let the Money Talk! Revenue surged 34.4% year-on-year — the strongest growth since 2017 — as platformization and the CyberArk acquisition fueled AI security demand, even as a roughly 160% share rally since February drove a downgrade to neutral despite a raised $346 target price. Can Palo Alto's platform strategy keep justifying its premium valuation? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #PaloAlto #PANW Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Dive into Salesforce's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! Agentforce annual recurring revenue rocketed past $1.5 billion, up 240% year-on-year, driving a DCF target price hike to $243 from $166, even as heavier R&D and sales spending pulled profit below forecasts. Can Salesforce's AI upsell engine keep outpacing its rising cost base? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #CRM #Salesforce Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

🔍 Dive into NVIDIA Corporation's second-quarter fiscal 2027 results with Ben Chong on Let the Money Talk! Data center revenue surged 117% to $89 billion as sovereign AI demand more than tripled, even as supply constraints and rising memory costs cloud the outlook. Can NVIDIA's ACIe engine keep outrunning its own hyperscale growth? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975  #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Nvidia Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠