Thilan Wickramasinghe, Maybank Securities

Thilan Wickramasinghe, Maybank Securities

Thilan Wickramasinghe

29 February 2024
Bigger Picture: Standouts from S'pore banks earnings season
Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, recaps the key takeaways from DBS, UOB and OCBC's earnings releases; the future for net interest margins against the backdrop of expectations for further rate cuts; and the most attractive bank for investors on current valuations.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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Listen To His Previous Podcasts:

20 February 2024
Market View: Sembcorp Industries’ 15% yoy rise in net profit; Grab and Gojek reportedly restart merger talks; China lowers 5Y loan prime rate; Japanese firms log record quarterly profits; Toyota Motor affiliate reportedly cheated on engine emission tests; What to watch at ECB’s non-monetary policy meeting
Singapore shares fell at the opening bell today despite overnight gains in European markets.
In early trade, the Straits Times Index (STI) fell 0.1 per cent to 3,223.59 points after 27 million securities changed hands in the broader market.
In terms of companies to watch, we have for you  Sembcorp Industries (U96):
The energy company posted a 15 per cent year-on-year rise in net profit to S$412 million for the second half of the year ended Dec 31, 2023.
Elsewhere from China lowering its five-year loan prime rate, to Japanese companies posting record quarterly profits – more international headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.

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22 January 2024
Money in the Market: Key themes that may drive Singapore’s markets in 2024
To close the year, Singapore’s market closed flat in 2023, outperforming some of its regional rivals. But it failed to outperform markets in North Asia and North America. So what lessons can we learn from last year to mitigate the risks of the market this year? For investors navigating markets in 2024, what are some key themes they should look out for? On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to find out more.

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10 January 2024
Market View: Keppel’s deal with GlobalFoundries; OCBC priced in S$450m in perpetual capital securities; Japanese shares soar to highest level in nearly 34 years; Twitch reportedly set to lay off 35% staff; From Google to VinFast - what to watch at the CES tech show in Las Vegas
Singapore stocks opened weaker today following overnight losses on Wall Street, as weak US trade data weighed on investor sentiment.
In early trade, the Straits Times Index (STI) headed down 0.4 per cent to 3,186.34 points after 47.1 million securities changed hands in the broader market.
In terms of companies to watch, we have for you OCBC. The lender has priced S$450 million in perpetual capital securities at 4.05 per cent under its US$30 billion global medium-term note programme.
Elsewhere, from Amazon’s Twitch reportedly set to lay off employees to key corporate developments out of the annual CES tech show held in Las Vegas, international headlines remain in focus.
On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.

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26 December 2023
Money in the Market: Will the Magnificent Seven once again dominate markets in 2024?
Against all odds, 2023 has been a splendid year for markets. Markets were fueled by an unexpectedly strong economy, the Magnificent 7 dominating, and lately, the prospect of interest-rate cuts in the year ahead. So as 2023 beat all expectations, what’s in store for 2024? Will 2024 continue to ride on this recent bull market? Are analysts seeing more gains for the year ahead? On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to find out more about the outlook for equities in 2024.

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11 December 2023
Money in the Market: Will potential rate cuts next year affect Singapore bank’s performance?
Last Friday, US equities surged in anticipation of critical signals from the Federal Reserve's last meeting of 2023, which hinted at probable interest rate declines. What main factors should investors be wary of? And who are the key market movers shaping the week ahead? On Money in the Market, Willie Keng speaks to Thilan Wickramasinghe, Head of Research at Maybank Securities, about the market's status for this week.

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2 October 2023
Money in the Market: More market stress ahead - Are we in a gloom loop?
In a dramatic step forward over the weekend, Washington saw last ditch moves to prevent a US government shutdown with Democrats overwhelmingly backing an eleventh-hour Republican measure to keep federal funding going for 45 days.
The against-the odds deal to avert a shutdown is now soothing nerves across Wall Street, after a turbulent week of interest-rate spurred market disruptions.
But it looks like market stress is rising over a wild week ahead even without a shutdown.
Are we in a so-called gloom loop?
On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities to find out how markets are faring to start the new week and what risks still remain ahead.

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4 September 2023
Money in the Market: Are US stocks the place to be for equity investors?
According to Bloomberg, the strength of the US stock rally in 2023 has taken several market participants by surprise.
Bulls, however, point to solid economic growth in the face of high interest rates as a sign of confidence.
Outperforming tech names, boosted by the artificial intelligence frenzy, have helped sustain those gains.
Chinese stocks - and, by extension, Asian shares - have also jumped after the nation rolled out further property support measures, the latest in a robust campaign to rescue the struggling sector that’s been dragging down the economy.
On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to delve further into these market movements.

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7 June 2023
Bigger Picture: Tapping on Thailand opportunities through SDRs
Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Banking Group, discusses how Singapore Depository Receipts work and the opportunities for investors to diversify their portfolio with access to Thai Blue Chips.

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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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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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