Telcos, Taxis and Banks
Update: 2025-09-08
Description
In this week’s ASEAN Speaks, our host Thilan looks at why Singapore continues to attract safe haven flows amidst regional uncertainty.
Hussaini, our TMT analyst, shares why he thinks the telco sector still has more upside, with a new BUY on StarHub and higher target price on Singtel.
Next, our transport analyst, Eric highlights ComfortDelGro’s latest CityCab deal, explaining why this could close the performance gap with other midcaps.
Across the Causeway, Desmond wraps up 1H results for Malaysian banks and explains why “no bad news is good news” for the sector heading into 2H.
Edited by Wanzhen & Shaina
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