ASEAN Speaks

Nov 05 2024 276 ep. 21 mins 5

ASEAN Speaks Podcast artwork

ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.

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Singapore Telcos and SMIDs Show The Way

Nov 05 2024 12 mins

This week, our guest host, Jarick Seet, will take us through what we can expect from the Telco and SMIDs sector as we head off to the end of the year. He is first joined by Telco Analyst, Hussaini Saifee who has just reiterated his BUY call on Singtel (ST SP) explaining how its subsidiary, Simba, may the key to success. Additionally we will get to hear how its peer, Starhub (STH SP

US Rate Curve and ASEAN Internet 3Q24 Preview

Oct 28 2024 20 mins

In this weeks ASEAN Speaks, our guest host with the golden voice, Seng Yeow, bring along our resident Credit Analyst, Winson Phoon to shed light on the US rate curve as we head off into the penultimate week of the Trump Vs. Harris election. Tune in as he gives us his take on what the outcomes might be should either of the presidential hopefuls win. Next, Hussaini Saifee joins us t

S-REITs Shakeup; Return of the MAC

Oct 22 2024 13 mins

Third quarter results season kicks off this week, and all eyes are on S-REITs. With the current interest rate and FX environment, how might they impact these key players in the market? Krishna Guha comes in to provide us with the latest insights on the sector. Will we see the first signs of stabilisation, or will the volatility continue? Join us as we find out which REITs are worth

China's Stimulus Tease and Singapore Banks

Oct 14 2024 11 mins

Over the weekend, China's Ministry of Finance laid out fiscal measures to support the economy. However, no new fiscal stimulus quantum was given during the announcement. Despite the teaser, our economist, Erica Tay believes that these repeated hints that a large injection was undergoing approval would unlock existing fiscal resources that have a real impact. This would give a much

Hidden Heroes in ASEAN Markets

Oct 07 2024 10 mins

This week in ASEAN speaks, we are joined by Kervin Sisayan following a 52-week high in the Philippine Market, with its central bank (BSP) hinting at a potential 50bps rate cut and a 250bps reserve requirement ratio (RRR) cut by the end of the month. BSP expects inflation to settle within the 2.0-2.8% range in Sep attributed to lower food prices and peso appreciation. Kervin believe

ASEAN Data Centre: Ride the multi-year data centre wave

Sep 28 2024 35 mins

In the ever growing field of the data center industry, we speak with Maybank’s TMT specialist Hussaini Saifee, who expects data centre demand in ASEAN to increase at 20% CAGR till 2028 with the total addressable market estimated at USD11b/yr. Structural drivers include: 1) Under penetration: ASEAN supply is 55-70% below that of US, CN, KR & JP; 2) AI: helps ASEAN companies in the

Penang: Malaysia's High Tech Powerhouse

Jun 19 2024 4 mins

Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, shares key highlights from the 2024 Invest ASEAN conference that put Penang at the forefront of dynamic transformation.

Dialing back on diesel subsidies

Jun 19 2024 4 mins

Suhaimi Ilias, Chief Economist, Maybank Investment Banking Group, gives an update on Malaysia’s fiscal reforms so far, with comments on the latest diesel subsidy cut.

Vietnam is a bright spot

Jun 05 2024 5 mins

Despite inflation creeping up, exports and industrial output see strong growth – Vietnam’s May economic data shows that hope shines bright for its Q2 GDP growth. Brian Lee, economist at Maybank Securities, shares his take on the numbers.

The Thai market is set for smiles

May 29 2024 4 mins

While year-to-date SET is down almost 5%, Chak Reungsinpinya, Head of Equity Research Thailand, Maybank Investment Banking Group, maintains year-end index target of 1,600 – a 17% upside from the index current level. He shares his note of confidence.