Terence Chua, Phillip Securities Research
Terence Chua, Phillip Securities Research
23 February 2023
Bigger Picture: UOB Q4 profit up 13%, but no special dividend
Terence Chua, Senior Analyst, Phillip Securities Research looks at the higher Net Interest Margins that propelled UOB's earnings and how much further it can go, plus where growth will come from in 2023 for the bank.
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10 March 2022
Stocks to Watch: DBS, SATS and BRC Asia
On our new Stocks to watch segment, we take a look at some of the stocks that have caught the attention of analysts. This week, Terence Chua, Senior Analyst, Phillip Securities Research talks to us about DBS, SATS and BRC Asia after their massive selloff as a result of the Russia-Ukraine crisis, and what would the de-escalation of war mean for these securities.
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17 February 2022
Companies to watch: SPH’s closure to the relentless bidding war
After a long-running bidding war, it seems like the SPH acquisition saga is finally moving into the voting stage! Terence Chua, Senior Analyst, Phillip Securities Research discuss SPH's rationale in exercising its right to terminate bidder Keppel Corp’s offer while making preparations for shareholders to vote on Cuscaden Peak’s rival offer, and Keppel Pegasus' push for the arbitration proceedings in an effort to enforce its rights and seek various reliefs against SPH.
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16 December 2021
Companies to watch: Keppel Corp major stake acquisition in Cleantech Renewable Assets
In this week's Companies to Watch, we are joined by Terence Chua, Senior Analyst, Phillip Securities Research to discuss the significance of Keppel Corporation's plans to acquire 51% stake in solar power producer Cleantech Solar Energy, and the impact of the Singapore's new cooling measures on the company.
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5 August 2021
Bigger Picture: DBS 2Q net profit jumps 37%, reverts dividends to pre-pandemic levels
Terence Chua, Senior Analyst, Phillip Securities Research discusses why the bank is looking at strong momentum carrying through in the loans business, and whether there is still more upside in the stock.
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2 August 2021
What does the proposed Keppel SPH deal mean for investors?
On Prime Time, Finance Presenter JP Ong spoke to Terence Chua, Senior Analyst, Phillip Securities Research to find out what the big Keppel SPH news may mean for investors.
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25 June 2021
Keppel O&M and Sembmarine explore merger
Terence Chua, Senior Analyst, Phillip Securities Research provides a breakdown on Keppel O&M and Sebmarine's merging plans and what are the anticipated outcomes for both companies upon this merge.
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24 June 2021
Companies to Watch: Keppel's ambition to build a floating city in Singapore
Terence Chua, Senior Analyst, Phillip Securities Research gives an analysis on Keppel's plan to build floating cities in Singapore and how does this address Singapore's fight against climate change.
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18 February 2021
Companies to Watch: ComfortDelGro
This week, ComfortDelGro reported it’s full-year 2020 earnings report. Operating profit plunged by 70.4% year on year to S$123 million from over S$415 million a year ago. Even so, some believe the company is a winner from Budget 2021, because of its focus on electric vehicles, and, ComfortDelGro taxis are already transitioning toward electric vehicles and most are already hybrid. Terence Chua, Senior Analyst, Phillip Securities Research gives his outlook on the stock.
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16 August 2019
Bigger Picture: Bond yields, South Korea-Japan tensions and HK uncertainties
Terence Chua, Senior Research Analyst, SAC Capital shares more about how investors are flocking to the safety of US government bonds, tensions between South Korea and Japan, as well as current market uncertainties in Hong Kong.
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18 July 2019
Rising Interest in Healthcare Stocks
A recent spate of corporate actions in the healthcare sector has sparked investor interest in healthcare stocks. Terence Chua, Senior Research Analyst, SAC Capital shares more about the long term fundamentals and current valuations.
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