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Weekly Briefing: Undervalued ASEAN Gems, EV Plays
Published 3 years, 9 months ago
Description
While fading re-opening tailwinds and interest rate hikes will weigh on growth in 2023, balanced by China’s Covid easing, our analysts discuss undervalued beneficiaries in ASEAN, and Indonesia electric vehicle (EV) stocks to watch.
00:19 - Roundup - Chua Hak Bin
02:16 - ASEAN highlights - Anand Pathmakanthan
07:15 - Gloves - Wong Wei Sum
08:22 - TH picks, elections - Yuwanee Prommaporn
10:51 - TH banks - Jesada Techahusdin
13:19 - PH picks - Jacqui De Jesus
15:40 - PH consumer - Daphne Sze
18:25 - ID EV - Richard Suherman
Producer: Noelle Lim, Maybank IBG