Listen "Market Overview and Equity Highlights"
Episode Synopsis
In this episode, our host goes through an ASEAN Equity Overview of the ASEAN-6 (Singapore, Malaysia, Indonesia, Vietnam, Thailand and Philippines) done by Anand Pathmakanthan, Head of Regional Equity Research. Our SMIDs analyst, Jarick Seet, also goes through why he is confident on rating Frencken as a BUY despite the recent slowing down of the semi-conductor space in Singapore, expecting a recovery soon.Jarick also reiterates his expectance of special dividends for SingPost given the recent announcement of consolidation of SingPost's operation freeing up space at the SingPost Centre.Samuel Yin is dialing in from Malaysia to talk about Genting Berhad and why he is confident in upgrading the stock to a BUY, all the while giving his two cents on Genting Singapore.Edited by Xuan Hao, Dion, Bruce
More episodes of the podcast ASEAN Speaks
Dominance of China's EV Supply Chain
03/12/2025
Banking on Resilience
10/11/2025
Momentum, Money & Markets
03/11/2025
Exhaustion or Opportunity?
13/10/2025
Singapore's Big Build
29/09/2025
Shopee, Starlink & Stocks
15/09/2025
Telcos, Taxis and Banks
08/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.