ASEAN Speaks

Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors position themselves in the bond markets, and what forex strategies apply? Where can we seek shelter from inflation in Singapore equities? Our analysts also dig into the Thai healthcare and property sectors for opportunities. 00:36 - Round-up - Suhaimi Ilias...

In conjunction with World Wetlands Day on 2 February, we celebrate how biophilia—human’s innate tendency to connect with nature—led two individuals to make conservation their lifelong career: Irshad Mobarak, Langkawi-based naturalist at Junglewalla, and former Maybanker; and Dr A Aldrie Amir, Head of the Environmental, Economic and Social Sustainability Research Centre, under LESTARI at Universiti...

Tunku Alizakri Alias, former CEO of EPF, and now Chairman of MAVCAP (Malaysia Venture Capital Management), and independent director of several boards, discusses the difficulties of change and persuading boards of directors to make sustainability-first a business imperative. He says the differences are mainly generational. How can the gap be bridged? This is his first interview since leaving EPF cl...

The VN Index has risen close to 32% over the last 12 months buoyed by peak retail trading. Maybank expects the index will hit 1,800. What will continue to drive the Vietnamese markets in the longer-term? What are the downside risks, top investment picks, and the government’s plans to ease foreign investments? Quan Trong Thanh, our Head of Research in Vietnam discusses. Producer & Presenter: Noelle...

Presenting our Monday insights to prepare investors for the week ahead before the Lunar New Year. 04:25 - Bank Indonesia signals - Lee Ju Ye 07:26 - Bank Negara Malaysia signals - Suhaimi Ilias 11:25 - China rate cuts, bond markets - Winson Phoon 15:05 - USD, RMB, IDR, MYR outlook - Saktiandi Supaat 18:00 - ASEAN strategy picks - Anand Pathmakanthan 21:40 - Philippines strategy - Jacqui de Jesus 2...

Thilan Wickramasinghe, Head of Research in Singapore discusses potential re-rating catalysts for Singapore equities led by 3Rs—rising rates, re-opening, and restructuring—and also considers ESG risks and decarbonisation costs. Producer & Presenter: Noelle Lim

Singapore tech hardware stocks like AEM, UMS and Frencken are expected to sustain earnings growth and are still trading at attractive valuations - a proposition for investors looking for both value and growth in the tech sector. Lai Gene Lih, our Analyst, presents his case, and also discusses SEA Ltd’s prospects and if a semiconductor glut is around the corner. Producer & Presenter: Noelle Lim

In today’s Briefing, we bring you up to date on global news as the US Federal Reserve shifts to a more hawkish tone, and what to look out for in Singapore’s upcoming Budget, and property outlook in Thailand, the Philippines and Malaysia, and CPO prices and production output. Commentators: Suhaimi Ilias, Chua Hak Bin, Thilan Wickramasinghe, Vanida Geisler, Miguel Sevidal, Wong Wei Sum, Jesada Techa...

What is ahead for the Water Tiger year? Here is a fengshui forecast for the Malaysian stock market and the economy by Kenny Hoo, Fengshui Master. He discusses the good and bad months, favourable sectors, disasters and illnesses, and the general elections. Producer & presenter: Noelle Lim

Maybank IBG has created 24 model portfolios to guide retail investors in picking stocks that match their risk-return profile and market outlook. We speak to portfolio strategists, Ong Seng Yeow and Chan Han Chin on how these portfolios are constructed, and how investors can position themselves in this market cycle in 2022. Presenter & Producer: Noelle Lim

The first Monday call of 2022 with our economists and analysts on investment themes including sustainability, what will repeat and change from 2021, and actionable ideas across key markets in ASEAN. Commentators: Suhaimi Ilias, Chua Hak Bin, Maria Lapiz, Thanh Quan Trong, Kaushal Ladha, Liaw Thong Jung, Ong Chee Ting, Tan Chi Wei Producer: Noelle Lim

After years of intense negotiation, the railway connecting Kunming in China to Vientiane, the capital city of Laos is finally completed making it vastly faster and easier for goods to be moved between both countries. This is part of China’s Belt & Road ambition that might eventually see a linkage through Thailand and into Malaysia and Singapore. Thailand-listed logistics players Kerry Express,...

Maybank upgrades the tourism sector in Thailand to Neutral on the back of share price corrections and the expectation that the Omicron impact is short-lived. How are major players like Airports of Thailand (AOT), and Minor International (MINT) with a portfolio of over 500 hotels, recalibrating to survive the pandemic, and why is 2024 the magical year we expect normalcy to return. Listen to the con...

Analyst, Daphne Sze initiates coverage on Monde Nissin and discusses its prospects as the market leader of instant noodles and cracker biscuits in the Philippines, and its foray into the alternative meat market in the UK and US. Buy call, target price PHP19.00.

00:50 - Highlights 04:50 - Malaysia: Markets to be better? 11:04 - Philippines: Banking normalising 14:24 - Philippines: Conglomerate action 16:44 - Philippines: Consumer holding up 18:13 - Thailand: Healthcare growth drivers 19:55 - Singapore: Fengshui prediction Analysts: Winson Phoon, Anand Pathmakanthan, Rachelleen Rodriquez, Jacqui de Jesus, Daphne Sze, Yuwanee Prommaporn, Thilan Wickramasing...

00:52 - Economic outlook 09:59 - Fixed income strategy 14:56 - Forex strategy 17:30 - Malaysia: Themes & Top Calls 22:02 - Singapore: Top Stock Calls Commentators: Chua Hak Bin, Suhaimi Ilias, Winson Phoon, Saktiandi Supaat, Anand Pathmakanthan and Thilan Wickramasinghe Producer: Noelle Lim

00:34 - Malaysia: Omicron impact on rubber gloves 02:50 - Thailand: Omicron impact on STGT (Sri Trang Gloves). 04:32 - Thailand: Omicron on tourism 07:00 - Vietnam: Production and exports strengthen Analysts: Wong Wei Sum, Maria Lapiz, Yuwanee Prommaporn, Linda Liu Produced and presented by Noelle Lim

00:47 - Impact of Omicron on oil prices. 4:39 - Malaysia: Alliance Bank - Target Price Raised. Analysts: Kaushal Ladha, Desmond Ch’ng. Produced and presented by Noelle Lim.

00:28 - Malaysia: Interest rate hike prediction. 03:46 - Genting Malaysia - When to break even? 4:56 - Ayala Corp - Foray into end-to-end logistics. Analysts: Winson Phoon, Samuel Yin, Jacqui de Jesus. Produced and presented by Noelle Lim.

00.50 - Singapore: What would support growth to 2022 02:10 - Maybank’s Model Portfolio changes 05:40 - Spotlight - Vietnam: Another boom year for Gemadept  Economist & Analysts: Chua Hak Bin, Chan Han Chin, Le Nguyen Nhat Chuyen Produced and presented by Noelle Lim

00:52 - Singapore: Forecast inflation raised 3:45 - Singapore: Growth for Mapletree Logistics Trust? 4:54 - Thailand: 3Q21 weak, momentum picks Analysts: Chua Hak Bin, Chua Su Tye, Maria Lapiz Presented and produced by Noelle Lim

00:30 - Malaysia: Is a price tag of $1 billion for IHH’s China business realistic? 04.02 - Malaysia: Is the worst over for AirAsia? 05:20 - Thailand: Why Chularat Hospital is Maybank’s pick now? Analysts: Shafiq Kadir, Samuel Yin, Yuwanee Prommaporn Presented and produced by Noelle Lim

00:48 - Malaysia: Potential market sentiment over Barisan Nasional’s win in Melaka state elections, and year end KLCI target?  03.10 - Singapore: How will tech stocks continue to perform in light of shortages, and top picks? 06.17 - Thailand: Update from Retailer’s Day for investors, and top consumer retail picks.  09:33 - Vietnam: Banks are outperforming their regional peers. Can this m...

01:30 - The signposts to watch if inflation is transitory 07:00 - BoT holds policy rate and its view on energy markets 08:40 - Philippines: ASEAN’s fastest growing market in 2022 11:50 - Philippines equity strategy 14:28 - Is COP26 the biggest finance greenwash event in history? 18:50 - Maybank’s CPO price upgrade

01:04 - FOMC gets on with taper program 04:13 - ASEAN credit markets’ drip test 13:45 - Vietnam’s economic metrics back in growth mode 16:58 - ASEAN market strategy 18:57 - Singapore banks 3Q review