Joel Phua

Research Analyst, Research & Portfolio Management, iFAST Singapore

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This cybersecurity ETF was up 37% in May. Why we see more upside ahead ETFs

This cybersecurity ETF was up 37% in May. Why we see more upside ahead

The earnings season across key cybersecurity leaders reinforces a consistent message: AI is structurally lifting security demand.

By Joel Phua | 05 Jun 2026 |2597 Views
NASDAQBUGAI2026Cybersecurity
From the NFL to dog shows: Netflix's live strategy is more powerful than most investors realise Stocks

From the NFL to dog shows: Netflix's live strategy is more powerful than most investors realise

Netflix’s disciplined push into live programming is generating measurable gains across viewership, advertising, and member acquisition, acting as a meaningful incremental driver of its long-term growth story despite the recent share price pullback.

By Joel Phua | 29 May 2026 |1557 Views
Communication ServicesNetflixNASDAQLive StreamingDigital Economy2026
Alphabet 1Q26 earnings: Is the stock still a buy after a 28% year-to-date rally? Stocks

Alphabet 1Q26 earnings: Is the stock still a buy after a 28% year-to-date rally?

As Alphabet thrives across Search and Cloud while sustaining margin expansion through heavy AI investment, investors are increasingly focused on whether the market has already priced in its AI-driven growth.

By Joel Phua | 19 May 2026 |421 Views
USCommunication ServicesNASDAQAI2026AlphabetCloudGoogle
US inflation hits its highest level since 2023. Here’s how investors should navigate the US market Macro Research

US inflation hits its highest level since 2023. Here’s how investors should navigate the US market

As US inflation hits a two-year high on the back of rising energy costs, the case for looking past the US consumer — and toward the structural growth trends accelerating underneath — is becoming harder to ignore.

By Joel Phua | 14 May 2026 |493 Views
USInflationEquityConsumer DiscretionaryDigital Economy
Meta 1Q26 earnings: Why investors may be underestimating its AI monetisation strategy Stocks

Meta 1Q26 earnings: Why investors may be underestimating its AI monetisation strategy

While the market remains fixated on rising infrastructure costs, Meta’s results show that AI is strengthening monetisation within its core advertising business, while also laying the groundwork for new revenue streams beyond advertising.

By Joel Phua | 12 May 2026 |367 Views
USCommunication ServicesNASDAQAI2026Meta
Frontier AI meets cybersecurity: Disruption fears are creating a 96% upside opportunity ETFs

Frontier AI meets cybersecurity: Disruption fears are creating a 96% upside opportunity

Frontier AI models like Claude Mythos represent a step change in offensive cyber capabilities, raising concerns about disruption across the cybersecurity sector. However, rather than replacing incumbent firms, these advances are more likely to accelerate cybersecurity spending and reinforce the dominance of platform leaders.

By Joel Phua | 08 May 2026 |832 Views
NASDAQBUGAI2026CybersecurityClaude Mythos
Digital Core REIT 1Q26 Earnings Update: Strong 44% rental reversion supports 7.0% yield Stocks

Digital Core REIT 1Q26 Earnings Update: Strong 44% rental reversion supports 7.0% yield

Digital Core REIT reported stable distributable income in 1Q26, with strong rental reversion offsetting the impact of Linton Hall downtime and supporting near-term income resilience. We reiterate our Buy call for DCRU with an upside potential of 35%.

By Joel Phua | 06 May 2026 |2707 Views
SGXReal EstateSingaporeAIData CentresS-REIT
US equities are delivering—but Asia is the better value play Macro Research

US equities are delivering—but Asia is the better value play

While US strong Q2 earnings justify the S&P 500's record run, stretched valuations make Asian markets — Singapore, Taiwan, South Korea, Malaysia, China, and Japan — a more compelling risk-reward proposition for investors today.

By Joel Phua | 29 Apr 2026 |3672 Views
USTaiwanChinaSingaporeMalaysiaAsiaJapanS&P 500South Korea
Netflix Q1 2026 earnings: The selloff is overdone — we see 63% upside from here Stocks

Netflix Q1 2026 earnings: The selloff is overdone — we see 63% upside from here

The market sold Netflix on noise; we believe the fundamentals tell a different story. Behind the headlines lie a platform with durable pricing power, a rapidly growing adverting business, and 63% upside to our fair value estimate.

By Joel Phua | 29 Apr 2026 |3697 Views
Communication ServicesNetflixNASDAQDigital Economy2026
ETF Spotlight: South Korean equities hit all-time high — AI memory upcycle is just getting started ETFs

ETF Spotlight: South Korean equities hit all-time high — AI memory upcycle is just getting started

South Korean equities have surged to record highs, as investors re-focused on strong AI-driven semiconductor fundamentals and tightening supply conditions that continue to support a multi-year earnings upcycle led by the country’s chip leaders. Against this backdrop, the Franklin FTSE South Korea ETF offers a simple and cost-efficient way to gain targeted exposure to this structural growth theme.

By Joel Phua | 21 Apr 2026 |3545 Views
NYSEKOSPIMemory ChipsETF SpotlightSouth Korea