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🏦 Singapore loan growth just hit 13%, a post-COVID high. Glenn Thum breaks down the September 2026 Singapore Banking Monthly on Let the Money Talk. Booming loan volumes and 11% CASA growth are cushioning the banks, but SORA's fifth straight monthly rise and OCBC and UOB hiking promotional deposit rates are squeezing funding costs, a divergence that leaves DBS, which held its rate at 1%, with the widest margin edge. Can volume growth keep outrunning rising funding pressure into year-end?
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ (https://www.poems.com.sg/stock-research/sector-report/singapore-banking-monthly-loan-growth-at-13-outpaces-rising-funding-costs/)to access the full report and gain more insights.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
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12 Oct 2026
Software Quarterly Update 2Q26 – End of the SaaSpocalypse
📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks to neutral at 97 times earnings. Can large-cap SaaS, still trading below its historical valuation, keep riding the enterprise AI spending wave?
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ (https://www.poems.com.sg/stock-research/sector-report/software-quarterly-update-2q26-end-of-the-saaspocalypse/)to access the full report and gain more insights.
This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Software #SaaS
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30 Sept 2026
Snowflake Inc - Growth from rising coding and AI agent activities
🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to ramp up AI workloads. Can Snowflake keep turning surging AI compute demand into lasting revenue growth?
Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ (https://www.poems.com.sg/stock-research/SNOW/) to access the full report and gain more insights.
#PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Snowflake
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Who has been a guest on Let the Money Talk
Names identified in recent episode analyses. Showing up to five guests.
Yik Ban
Helena Wang
Miaomiao
Glenn Thum
Paul Chew
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
19,828,768
Score snapshot 15 Sept 2025
Spotify
1.0 / 5
1 ratings
Podcast Authority Score: 80 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
99
Social presence
0
YouTube
93
Engagement
60
Contact Let the Money Talk
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Let the Money Talk
Who hosts Let the Money Talk?
unknown host the show. Published by PhillipCapital.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
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Yes. Guests have been identified in episode analyses.
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