ASEAN Speaks
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.
Latest episodes
Dec 14, 2021 • 11min
Monde Nissin: Joy In Instant Noodles
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.
Dec 13, 2021 • 23min
2022 - Malaysia Outlook, Bright Spots In Philippines & Thailand, And Fengshui In Singapore
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 Wickramasinghe
Producer: Noelle Lim
Dec 6, 2021 • 24min
2022 Projections & Wild Cards
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
Nov 30, 2021 • 10min
Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising
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
Nov 29, 2021 • 10min
Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations
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.
Nov 26, 2021 • 7min
Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics
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.
Nov 25, 2021 • 10min
Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom
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
Nov 24, 2021 • 11min
Higher Inflation In Singapore, Momentum Picks In Thailand
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
Nov 23, 2021 • 9min
Aviation & Healthcare
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
Nov 22, 2021 • 11min
Melaka Elections, Top Picks Across Region
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 momentum be sustained?
Analysts: Anand Pathmakanthan, Lai Gene Lih, Maria Lapiz, Quan Trong Thanh
Produced & presented by Noelle Lim
