Storm Clouds or Tailwinds?

In this week's ASEAN Speaks, our host Thilan goes through the many tailwinds boosting Singapore's market. Brian comes in to talk about Singapore's recent jump in manaufacturing numbers and why the economics team is forecasting a potentially higher GDP growth for Singapore. Hussaini, our TMT analyst talks about Singtel's recent investor day and the key takeaways that he believes supports his reiteration of a BUY on Singtel. Focusing on Indonesia, Etta goes through why he believes GoTo share price is likely to double after GoTo posts their 1H numbers amidst the chaos happening in Indonesia currently. Jarick also comes on to highlight ISOTeam's FY25 earnings, their future prospects and expected rebound as well as on Marco Polo Marine's interest on listing in Taiwan. Edited by Bruce