Market Journal
Singapore’s banking sector continues to navigate in a challenging interest rate environment, with Phillip Securities Research maintaining a NEUTRAL stance on the sector while highlighting both headwinds and opportunities ahead. Key Market Developments Recent data points to mixed conditions across the secor. November’s 3-month Singapore Overnight Rate Average (SORA) declined 14 basis points month-on-month to…Read More
As 2025 draws to a close, many of us naturally begin to reflect on the year thus far. Our milestones, the challenges we faced, and whether we achieved our set goals. Apart from that, this period is also a perfect time to take stock of our financial health. While taking a financial inventory may sound…Read More
The Federal Reserve delivered its third consecutive interest rate cut, but the decision revealed significant internal tensions within the committee as monetary policymakers navigate an increasingly complex economic landscape. Rare Three-Way Split Signals Policy Uncertainty The 9-3 vote marked the first triple dissent since 2019, highlighting a widening divide among Fed officials. Governor Stephen Miran…Read More
Company Overview LHN Ltd is a Singapore-based company operating in the co-living and property development sectors. Through its Coliwoo brand, the company has positioned itself as a key player in the growing co-living market, while also maintaining interests in property development and other business segments. Strong Financial Performance Drives Optimism LHN Ltd delivered impressive results…Read More
Strategic Property Development Across Key Markets Frasers Property Limited (FPL) continues to demonstrate its strategic positioning across diverse property sectors through its recent showcase at Frasers Day Bangkok 2025. The company’s portfolio spans industrial, residential, and mixed-use developments, highlighting its comprehensive approach to property development and investment. Key Development Projects Drive Growth The company’s recent…Read More
Revenue Growth Signals Market Turnaround The semiconductor industry posted robust performance in the third quarter of 2025, with revenue surging 31% year over year to US$216 billion. This marked a significant acceleration from the second quarter’s 27% growth, indicating a strengthening recovery trajectory for the sector. Profit after tax and minority interest (PATMI) rose even…Read More
Company Overview Salesforce Inc. is a leading cloud-based software company that provides customer relationship management (CRM) solutions and enterprise applications. Its comprehensive cloud computing services enables businesses across various industries manage customer interactions, sales processes, and marketing campaigns.. Strong Quarterly Results Exceed Expectations Salesforce delivered impressive third-quarter fiscal 2026 results, that met revenue expectations…Read More
Company Overview OUE REIT is a diversified real estate investment trust with a portfolio spanning office, retail, and hospitality segments. With assets in Singapore and international locations, the REIT is positioning itself as a key player in the commercial real estate sector. Strong Operational Performance Across All Segments OUE REIT continues to demonstrate robust…Read More
November Performance Overview The ETF market delivered mixed results in November, with most funds posting positive returns, though notable exceptions occurred. The standout performer was the oil-tracking ETF (XOP), which surged 5.6% during the month, benefitting from momentum in the energy sector. However, not all sectors shared this success: the Bitcoin-tracking ETF (BITO) declined 17.6%,…Read More
Company Overview Thai Beverage PLC (ThaiBev) is a leading beverage company in Southeast Asia, operating primarily in the spirits and beer segments. The company maintains significant market positions in Thailand and Vietnam through its beer operations, while also commanding a strong presence in the regional spirits market. Below-Expectation Financial Performance ThaiBev’s recent financial results…Read More

