ASEAN Speaks

After years of intense negotiation, the railway connecting Kunming in China to Vientiane, the capital city of Laos is finally completed making it vastly faster and easier for goods to be moved between both countries. This is part of China’s Belt & Road ambition that might eventually see a linkage through Thailand and into Malaysia and Singapore. Thailand-listed logistics players Kerry Express, Wice Logistics, and Sonic Interfreight are set to be beneficiaries. Commentator: Maria Lapiz, Head of Institutional Research, Thailand Presenter & Producer: Noelle Lim Note: Maybank Securities (Thailand) may be involved in some deals with Wice Logistics.

Maybank upgrades the tourism sector in Thailand to Neutral on the back of share price corrections and the expectation that the Omicron impact is short-lived. How are major players like Airports of Thailand (AOT), and Minor International (MINT) with a portfolio of over 500 hotels, recalibrating to survive the pandemic, and why is 2024 the magical year we expect normalcy to return. Listen to the conversation with our analyst. Analyst: Yuwanee Prommaporn Presenter: Noelle Lim

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.

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

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

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