Billy Toh
Hewlett Packard Enterprise: Riding the AI Wave—Is Now the Time to Invest?
HPE's AI-driven revenue growth is surging, with AI server sales tripling yoy. The company’s diversified portfolio and strong AI momentum make it a standout
The Start of the Interest Rate Easing Cycle—What It Means for Investors?
Lower interest rates are expected to boost market sentiment, particularly benefiting REITs and high-growth sectors. The appreciation of ASEAN currencies could positively impact companies
Potential Fed Rate Cut Drives Historic AUM in REIT ETFs: What Investors Need to Know?
Last week, the world of Real Estate Investment Trusts (REITs) reached an extraordinary milestone. The combined Assets Under Management (AUM) of REIT tracking ETFs
NVIDIA’s Earnings in Q2 2025 Show Strong Growth, But Gross Margin Concerns Loom
NVIDIA's Q2 2025 revenue surged to $30 billion, exceeding expectations by $1.3 billion. Gross margin dipped to 75.7%, raising concerns about profitability amidst rising
Singapore’s Industrial REITs: Key Updates and Insights for Investors
As Singapore’s economy stabilizes post-pandemic, the industrial property market has started to cool after two years of rapid growth. While rents continue to rise,
National Pride on Display: Celebrating Singapore’s Top Companies This National Day
As Singapore celebrates National Day tomorrow, the resilience and dynamism of its flagship companies are more pertinent than ever in today's volatile market. Amidst
Keppel Ltd: Strengthening Foundations for Sustainable Growth
Keppel Ltd (SGX: BN4), a leading conglomerate in Singapore, exemplifies resilience and innovation in an ever-evolving global market. Known for its diversified business operations,
CapitaLand Investment: A Strategic Vision in Real Estate Expansion
CapitaLand Investment Limited (SGX: 9CI) (CLI) manages a diverse global real estate portfolio, standing as one of Asia's largest real estate investment managers. Following
SingTel: A Beacon of National Pride and Strategic Growth
Singtel (SGX: Z74), a cornerstone of Singapore’s telecommunications sector, continues to exemplify national pride through its innovative solutions and strategic expansions. With a history
Singapore Airlines: Navigating Turbulence in the Skies
Singapore Airlines Ltd (SGX: C6L), the national flag carrier, epitomizes the sophistication and service excellence that Singapore is known for globally. Renowned for its
DBS Group: A Pillar of Strength in Singapore’s Financial Landscape
DBS Group Holdings Ltd (SGX: D05), Southeast Asia's largest bank, stands as a pillar of Singapore's financial success. Originating from the Development Bank of
Microsoft’s Shares Tumbled 6% Post Q4 Earnings: What Investors Need to Know?
Microsoft's Q4 2024 revenue grew 15% year-over-year to $64.73 billion, surpassing consensus expectations. Azure's growth rate of 30% year-over-year, driven by AI integration, is expected