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Equity Research

Periodic/Sector reports

Weekly, monthly or half-yearly reports covering key sectors

Food: The Worst Has Passed; Reiterate Positive View On Farm Players

Periodic/Sector reports

7 Sept 2026 │ Thailand

Food: The Worst Has Passed; Reiterate Positive View On Farm Players

IT Hardware: 2Q26 Results: With Sector-wide Shortages Now, Buy Execution Over Bottlenecks

Periodic/Sector reports

7 Sept 2026 │ Hong Kong / China

IT Hardware: 2Q26 Results: With Sector-wide Shortages Now, Buy Execution Over Bottlenecks

Telecommunications: 2Q26: Broadly In Line, Positive Price Hike Spillover In 3Q26

Periodic/Sector reports

7 Sept 2026 │ Malaysia

Telecommunications: 2Q26: Broadly In Line, Positive Price Hike Spillover In 3Q26

REITs - 2Q26 Round-Up: Soldiering On With Resilient Yield

Periodic/Sector reports

4 Sept 2026 │ Singapore

REITs - 2Q26 Round-Up: Soldiering On With Resilient Yield

Automobile - Weekly: 2Q26 Results Review And 2H26 Outlook

Periodic/Sector reports

4 Sept 2026 │ Hong Kong / China

Automobile - Weekly: 2Q26 Results Review And 2H26 Outlook

Internet - 2Q26 Results Recap: AI Cloud Accelerates; E-Commerce Still Soft; Gaming Resilient

Periodic/Sector reports

4 Sept 2026 │ Hong Kong / China

Internet - 2Q26 Results Recap: AI Cloud Accelerates; E-Commerce Still Soft; Gaming Resilient

Construction - 2Q26 Results Wrap-up: Largely Positive; DC Still Charging Growth

Periodic/Sector reports

4 Sept 2026 │ Malaysia

Construction - 2Q26 Results Wrap-up: Largely Positive; DC Still Charging Growth

Internet: AI Capex: Returns Remain Attractive, Funding Risk Diverging

Periodic/Sector reports

3 Sept 2026 │ Hong Kong / China

Internet: AI Capex: Returns Remain Attractive, Funding Risk Diverging

Oil & Gas: Petronas’ 1H26: Clear Legacy “Clots”; Recharge For Energy Security

Periodic/Sector reports

3 Sept 2026 │ Malaysia

Oil & Gas: Petronas’ 1H26: Clear Legacy “Clots”; Recharge For Energy Security

Hotel: Bullish On The Brilliant Outlook

Periodic/Sector reports

3 Sept 2026 │ Thailand

Hotel: Bullish On The Brilliant Outlook

Macau Gaming: Aug 26’s GGR Misses Consensus By 2%

Periodic/Sector reports

2 Sept 2026 │ Hong Kong / China

Macau Gaming: Aug 26’s GGR Misses Consensus By 2%

REITs: S-REITs Monthly Update (Aug 26)

Periodic/Sector reports

1 Sept 2026 │ Singapore

REITs: S-REITs Monthly Update (Aug 26)

Finance: 2Q26: Results In Line; Maintain Cautious Lending Policy For 2H26

Periodic/Sector reports

1 Sept 2026 │ Thailand

Finance: 2Q26: Results In Line; Maintain Cautious Lending Policy For 2H26

Electronics: Despite Persistent Cost Headwinds, 2H26 Earnings Should Improve

Periodic/Sector reports

31 Aug 2026 │ Thailand

Electronics: Despite Persistent Cost Headwinds, 2H26 Earnings Should Improve

China Property: Presale System Reform Trades Near-term Pain For A Healthier Development Path

Periodic/Sector reports

31 Aug 2026 │ Hong Kong / China

China Property: Presale System Reform Trades Near-term Pain For A Healthier Development Path

Oil & Gas: Thailand’s Olefins Producers Are Adapting To Rising Industry Risks

Periodic/Sector reports

28 Aug 2026 │ Thailand

Oil & Gas: Thailand’s Olefins Producers Are Adapting To Rising Industry Risks

Internet: AI Model: Scaling Intelligence, Winning On Cost

Periodic/Sector reports

27 Aug 2026 │ Hong Kong / China

Internet: AI Model: Scaling Intelligence, Winning On Cost

Banking: Dark Clouds Gathering On The Horizon

Periodic/Sector reports

24 Aug 2026 │ Singapore

Banking: Dark Clouds Gathering On The Horizon

China Property Management: Housing Provident Fund Reform Extends Withdrawals To Renovation And Property Fees; A Collection And Decoration Catalyst For Residential Managers

Periodic/Sector reports

24 Aug 2026 │ Hong Kong / China

China Property Management: Housing Provident Fund Reform Extends Withdrawals To Renovation And Property Fees; A Collection And Decoration Catalyst For Residential Managers

Banking: Funding Quality Takes Centre Stage

Periodic/Sector reports

20 Aug 2026 │ Malaysia

Banking: Funding Quality Takes Centre Stage

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