Thilan Wickramasinghe, Maybank Securities

Thilan Wickramasinghe, Maybank Securities

12042023 BF - Thilan Wickramasinghe

12 April 2023
Bigger Picture: Pockets of opportunity in Q2
Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Banking Group, discusses how the Straits Times Index may actually outperform against a backdrop of slower global growth and rising interest rates.

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10 February 2023
Bigger Picture: S'pore bank earnings Q4 preview
Thilan Wickramasinghe, Head of Research at Maybank Investment Banking Group, Singapore previews how much upside has been priced into Singapore bank earnings in the fourth quarter, and what to expect from net interest margins amid expectations of a slower pace of rate hikes by the Fed.

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22 December 2022

Money in the Market: How inflation, rising interest rates affected banks this year
Rising interest rates have boosted the banking sector. So how much did our banks benefit? On Money in the Market, Thilan Wickramasinghe, Head of Research at Maybank Securities Singapore, joins us to take a closer look at the year our local lenders have had.

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14 November 2022
Market View: US October’s inflation print, Tech layoffs, FTX saga and China’s easing of Covid-19 rules

The US economy is on our agenda today, after October’s inflation print came in better-than-feared at 7.7% on-year. While that suggests that consumers are reacting to the Fed’s series of outsized rate hikes, is a pivot within sight?
Meanwhile - we saw massive layoffs by a number tech giants in recent weeks including Twitter and Meta. So what does this signal for the tech sector going forward as we head into the holiday season?On Market View, Prime Time’s finance presenter Chua Tian Tian spoke with Thilan Wickramasinghe , Head of Research at Maybank Securities on the above topics. They also discussed the FTX saga on broader markets and the blockchain industry, as well as China’s easing of Covid-19 rules and investments into sustainability in the Southeast Asia region.

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23 June 2022
Stocks to Watch: DBS, Raffles Medical, ST Engineering
In this episode of Stocks to Watch, we are joined by Thilan Wickramasinghe,
Regional Head of Banks & Financials Research, Maybank Securities to discuss the likelihood of banks' share prices to continue to not do well, Raffles Medical's potential growth areas and how ST Engineering has been benefitting from the volatile global security climate.

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17 March 2022
Stocks to Watch: Singapore banks, Semiconductors, ComfortDelGro, Sembcorp
In this week's Stocks to Watch, we're joined by Thilan Wickramasinghe, Regional Head of Banks & Financials Research, Maybank Securities to discuss Singapore banks' strong comeback following their correction in February, prospects of local chip companies amid the Russia-Ukraine crisis, and other stocks to watch out for this week.

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9 February 2022
Bigger Picture: Singapore Q4 bank earnings preview
Thilan Wickramasinghe, Regional Head of Banks & Financials Research, Maybank Securities discusses if it is too late for investors to jump on Singapore bank stocks which are now trading at near record highs, and how much compliance costs will be a headwind amid increased regulatory scrutiny.

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17 August 2021
Bigger Picture: ESG stock picks in Singapore
Thilan Wickramasinghe, Maybank Kim Eng’s Head of Research, Singapore, shares some of the names in technology, finance, REITs that investors can consider to ride the green wave.

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4 August 2021
A Preview of Singapore 2Q Bank Earnings
Thilan Wickramasinghe, Head of Research at Maybank Kim Eng Singapore, joined us on Prime Time ahead of the earnings release of Singapore's 3 banks, where he outlined their expectations, his thoughts on the MAS lifting restrictions on dividends, and what 3 post-pandemic trends that UOB, OCBC and DBS need to be mindful of.

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28 May 2021
Bigger Picture: Changes to adapt to the new normal
Thilan Wickramasinghe, Head of Research, Singapore at Maybank Kim-Eng discusses the various strategic changes companies like Singtel and Sembcorp are undergoing, as well as SEA replacing Suntec REIT on the MSCI Singapore Index.

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22 December 2020
Bigger Picture: Rainbows ahead for STI in 2021
Thilan Wickramasinghe, Head of Research for Singapore, Maybank Kim Eng shares four underlying trends that he sees will drive local stocks higher next year.

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4 September 2020
Bigger Picture: Tech led selloff, buy on the dips?

Thilan Wickramasinghe, Maybank Kim Eng’s Head of Research, Singapore explains why valuations are not as high as what many suggest, and his stock picks based on structural growth, dividend visibility and diversification.

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11 May 2020
Looking Back at the 1Q Report Cards of Singapore's Big 3 Banks
The Big 3 banks all posted significant declines in 1Q profits, and are preparing more provisions to cover potential bad loans from the COVID-19 pandemic. Thilan Wickramanasinghe, Head of Research at Maybank, helped us recap those earnings, including worries about rising risks from loans to the oil and gas sector, if plunging valuations make banks a buy, and what he makes of markets rising against a souring outlook for the global economy.

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