Focus Closer to Home
from ASEAN Speaks Hosted by Maybank
In this week’s show our host Thilan discusses the MAS Equity Market Development Fund and the 18 screened stocks that we see benefits the most that have relatively strong corporate governance. Our analyst from Thailand, Boonyakorn recently upgraded Airports of Thailand to a BUY and he goes through why he sees more upside now. Hussaini also comes in to talk about his brand new survey on ASEAN Internet sellers and consumers and how that would reflect on both Grab and Sea and disucsses teh competitive landscape in Brazil, how that affects Sea and Grab’s recent convertible note issuance. We also go through why Jarick still highlights his buy on Frencken amidst announcements of their expanding Singapore capacity. Edited by Xuan Hao, Dion, Bruce, Abdullah
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