In this week’s ASEAN Speaks, our host Thilan kicks off with the latest tailwinds driving Southeast Asia’s internet and telecom sectors.

Hussaini, our TMT analyst, breaks down Sea Limited’s Shopee momentum and AI-driven gaming push, then explains why he’s bullish on Singapore Telecommunications and Indosat.

Finally, Seng Yeow from our Quant team reviews Malaysia’s 2Q earnings season, highlighting positive market sentiment and key portfolio rebalancing signals.

Edited by Shaina and Sheryl