ASEAN Speaks

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 momentum be sustained? Analysts: Anand Pathmakanthan, Lai Gene Lih, Maria Lapiz, Quan Trong Thanh Produced & presented by Noelle Lim

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

01:17 - Malaysia Budget 2022 Review 07:09 - Budget implications on credit markets 10:23 - Budget impact on Malaysia equity market 15:06 - Energy prices and FX markets 18:05 - Malaysia aviation sector 22:52 - Thai property sector 25:48 - Mega Lifesciences initiation