Singapore Pulse: From Bank Earnings to Market Value-Up
Update: 2025-10-27
Description
In this week’s episode of ASEAN Speaks, Thilan Wickramasinghe, our Head of Research, introduces the 3Q25 Singapore banks outlook, and discussed "value-up" reforms that could unlock value and sustain the SMID rally.
We then turn to Hussaini Saifee, our TMT analyst, who breaks down his decision to downgrade SEA Limited to a HOLD, citing slower margin recovery.
Finally, our host, Jarick Seet, discusses his decision to maintain a BUY on Marco Polo Marine, highlighting their new growth opportunities.
Stay tuned for more insights on ASEAN markets in our next episode.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
