Post General Elections Amidst Earnings

In this week's epsiode of ASEAN Speaks our host Thilan unpacks the implications of Singapore's General Election and what it means for market stability amid global uncertainty. Once again highlighting our top 40 Singapore-First Picks.

Our REITS analyst breaks down 1Q results for most REITs, going through the risks facing the sector and why he remains positive despite a weak quarter. While our TMT analyst goes through Grab's strong first quarter earnings and his take on management's guidance upgrade.

On to the consumer sector, Wilmar reported an inline 1Q and an increasing demand in China. Our host Thilan goes through why he believes Wilmar is a resilient stock in this trade war battle.

Jumping across to Thailand a new initiation on Thai Life Insurance was recently published. Trading at 0.75x price to value, Thilan goes through why we believe it has a 30% upside.

Edited by Xuan Hao, Dion, Bruce