Market Overview and Equity Highlights
from ASEAN Speaks Hosted by Maybank
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
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