Joel Phua

Research Analyst, Research & Portfolio Management, iFAST Singapore

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Eli Lilly: Navigating the industry’s drug-pricing reform pressures and pulling ahead Stocks

Eli Lilly: Navigating the industry’s drug-pricing reform pressures and pulling ahead

While a looming USD 300 billion patent cliff and strict regulatory price caps threaten to disrupt the broader healthcare sector, Eli Lilly is uniquely pulling ahead by turning drug-pricing headwinds into massive volume-driven growth.

By Joel Phua | 19 Hrs Ago |85 Views
NYSEHealthcareEli LillyObesityGLP-1Phama
US 3Q26 macro outlook: Oil prices ease, yet inflation pressures remain Macro Research

US 3Q26 macro outlook: Oil prices ease, yet inflation pressures remain

While the US–Iran interim deal has eased geopolitical tensions and driven oil prices lower, the broader macro landscape remains shaped by forces beyond energy alone. We unpack what is driving growth and inflation dynamics—and the implications for investors.

By Joel Phua | 19 Hrs Ago |82 Views
USInflationEquityConsumer DiscretionaryLabour Market
US 1Q26 earnings review: Strong earnings growth but selectivity still matters Macro Research

US 1Q26 earnings review: Strong earnings growth but selectivity still matters

In this article, we analyse the US 1Q26 earnings results and key sectoral drivers, and outline how investors should position for the US market going forward.

By Joel Phua | 18 Jun 2026 |213 Views
USEquityConsumer DiscretionaryDigital EconomyEarnings
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 |3018 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 |1709 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 |472 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 |503 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 |409 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 |1286 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 |2748 Views
SGXReal EstateSingaporeAIData CentresS-REIT