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Timothy Ang
Credit Research Analyst @ PhillipCapital
Timothy covers credit analysis of local and foreign bonds. Previously an equity dealer, he handled equity trade execution and portfolio management. He has presented seminars for organisations such as SIAS, SPH and IRAS, commentated live market updates for 93.8FM, and authored investment articles for the Business Times newspaper. He graduated with a Bachelor of Commerce in Accounting & Finance from the University of Western Australia.
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Latest from Timothy Ang
FAANGM Monthly: Dec 21 – Apple and Meta shine during the month
We are OVERWEIGHT on FAANGM as secular tailwinds are intact. Meta saw strong holiday demand for its Oculus products, with much talk focusing around its potential metaverse. - Instagram’s 26% CAGR growth in MAU is more than triple Facebook’s (8%) MAU,...
Timothy Ang @ PhillipCapital 10 January 2022
Microsoft Corp: Winning the global enterprise on cloud and security
Microsoft (MSFT) offers software and cloud-based solutions to enterprises and consumers, as well as hardware comprising laptops and gaming consoles. Azure, MSFT’s cloud service and the 2nd largest global cloud provider, doubled its market share from ...
Timothy Ang @ PhillipCapital 13 December 2021
Amazon.com Inc: Much more growth ahead
More upside for Amazon Web Services (AWS). Advertising is Amazon’s fastest growing business with margins estimated to be above 50%. We expect Amazon’s ad revenue to grow 54% in FY21e as higher demand drive up prices, which rose 30% to over US$1.20 pe...
Timothy Ang @ PhillipCapital 1 October 2021
Singapore Bonds Weekly
Timothy Ang @ PhillipCapital 3 February 2021
Model Bond Portfolio - Review 26 October 2020
The Phillip Model Bond Portfolio outperformed the benchmark for the month and displayed lower volatility in returns throughout. In terms of portfolio return, 0.8% gains was from price appreciation while 0.3% was gained in yield. In these cases, bond ...
Timothy Ang @ PhillipCapital 24 November 2020
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