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Singapore Pulse: From Bank Earnings to Market Value-Up
Published 11 months, 2 weeks ago
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.