Heads Up, Markets Up

In this week’s episode of ASEAN Speaks, our host Thilan unpacks the STI’s rebound after a six-day losing streak, supported by signs that Singapore may avoid major fallout from Trump’s new tariffs. He discusses how this could revive interest in domestic sectors like construction, safe-haven flows, and capital returns.Hussaini comes on to shares his views on Sheng Siong after a slower 2Q, and dives into Grab’s outlook, focusing on autonomous vehicles and their strategic potential across ASEAN.From Thailand, Boonyakorn initiates on Thai Airways as it resumes trading after five years, breaking down the turnaround, competitive risks, and his bullish call. Explaining why he expects a 200% upside.OCBC’s 2Q results come under the microscope, with Thilan explaining the cautious stance amid weakening net interest income and uncertain capital returns following the SGD1.4bn Great Eastern investment.Finally, Thilan highlights Capitaland Ascott Trust’s major Tokyo asset divestment at a 100% premium. He goes through why Krishna, our REITs analyst remains bullish as management maintains their outlook for the year.Edited by Lucia, Xuan Hao, Dion, Bruce

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