In this week's episode, Thilan highlights several stock picks amidst earnings seasons and a lot of tariff uncertainties as well as geopolitical issues.
Jarick comes on to talk about his recent initiation Sanli Environmental which he believes will benefit largely from potential government contracts. Jarick also briefly goes through CSE Global's results and explains why it was inline with expectations.
Hussaini comes on to the show to talk about Singtel and StarHub results and how the market consolidation post M1 acquisition by Simba will benefit the two main players in Singapore's telco space. He also goes through why he remains bullish on Sea Limited amidst another quarter of earnings beat and raise.
Thilan goes through plantations and explains why despite less coverage, investors should not ignore the great set of results the sector has been seeing. He goes through First Resources, Bumitama Agri and Wilmar International.
Edited by Xuan Hao, Lucia, Bruce