8 August 2024
Bigger Picture: DBS raises outlook, unveils CEO successor
Glenn Thum, Senior Research Analyst, Phillip Securities Research discusses the bright spots behind DBS Bank's Q2 earnings, the potential impact of Fed rate cuts on margins, as well as the appointment of DBS Banker Tan Su Shan to succeed CEO Piyush Gupta in March 2025.

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10 May 2024
Bigger Picture: OCBC makes $1.4b bid to take Great Eastern private
Glenn Thum, Senior Research Analyst, Phillip Securities Research discusses what investors should make of the deal for OCBC to delist Great Eastern. He also unpacks the bank's Q1 earnings, which saw a 5% rise in net profit, and whether better quarters are ahead.
Produced/Presented: Ryan Huang

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22 February 2024
Bigger Picture: UOB Q4 profit up 22 percent to $1.4 billion
Glenn Thum, Research Analyst, Phillip Securities Research, discusses how much momentum is behind another strong quarter for fees, contributed by cards and wealth management. He also looks at how a backdrop of moderating net interest margins will play out for UOB's loanbook.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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25 October 2023
Bigger Picture: What to expect for DBS, UOB & OCBC third-quarter earnings reports
Glenn Thum, Research Analyst, Phillip Securities Research, previews the upcoming third-quarter earnings reports for DBS, UOB and OCBC. He weighs in on the outlook for net interest margins, loans growth and asset quality; which of the three stocks is attractive based on current share price trends; and whether DBS' dividends outlook may experience headwinds if they are asked to boost capital requirements in the face of recent disruptions.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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27 July 2023
Bigger Picture: UOB posts Q2 net profit rises 27%, investment income at all-time high
Glenn Thum, Research Analyst, Phillip Securities Researchdiscusses how much a moderation of net interest margins will affect UOB in the coming quarters, and the momentum behind credit cards fee growth which was a bright spot in the 2nd quarter.

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10 May 2023
Bigger Picture: OCBC Q1 net profit rises 43% to new quarterly high
Glenn Thum, Research Analyst, Phillip Securities Research discusses how much potentially tighter financial conditions will weigh on OCBC in the coming year, on the back of a robust set of first quarter results.

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27 April 2023
Bigger picture: UOB Q1 profit leaps 67%, thanks to higher rates
Glenn Thum, Research Analyst, Phillip Securities Research discusses what to expect in the coming quarters after UOB reported strong Q1 earnings as high interest rates boosted its profit margins, even as its CEO flagged growing concerns over global growth following banking crises in the United States and Europe.

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4 November 2022
Bigger Picture: Outlook for interest rates and bank margins
Glenn Thum, Research Analyst, Phillip Securities Research discusses his outlook for interest rates and banks margins, how big is the risk of recession, and the impact it will have on the amount of buffer that banks set aside for bad loans.

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