Post-National Day Sparks

In this week’s episode of ASEAN Speaks, our host Thilan kicks off with Jarick, who shares his take on Venture and how changes in the tech sector drives his upgrade to a BUY call. The conversation then moves to Singapore’s three big banks — DBS, UOB and OCBC — where Thilan looks at the differences in their results, the pressures on net interest margins, and what might be ahead for capital returns and loan growth. Krishna joins to discuss Sembcorp’s latest numbers and the key factors to watch going forward considering his downgrade to a HOLD.Thilan also covers SGX’s 1H25 results, he discusses why he remains bullish on SGX and why its valuation is justified when considering growth as compared to other exchanges.We then hear from Xuan Hao who is covering for Samuel Yin on Genting Singapore, with insights into what is driving Samuel's BUY call. Hussaini breaks down Simba’s plan to acquire M1’s telecom business for SGD 1.4 billion and the implications it has for the telco market which has been facing aggressive competition for the past few quarters.Edited by Xuan Hao, Lucia, Bruce

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