Episode Details

In this week's episode of ASEAN Speaks, our host Thilan invites our economist Chua Hak Bin to talk about the US's Liberation Day and how that would impact the ASEAN market.

Our SMIDs analyst, Jarick Seet goes through why he is upgrading ISOTeam's target price amidst its CEO buying ISOTeam shares.

With increased rumours of Grab merging with GoTo, our analyst from Indonesia, Etta Rusdiana Putra, goes through why believes even if the merger does not fall through GoTo has great upside potential.

Our Industrials analyst, Krishna Guha, discusses some highlights from ST Engineering's recent Investor Day and goes through some upside risks the company may have.

While looking at Data Centres and amidst Thailand's fluctuating market, Thilan briefly goes through what Hussaini Saifee, our TMT analyst, is thinking about the new data centre capacity approval in Bangkok

Edited by Xuan Hao, Dion, Bruce