Analysis
Analysts foresee gradual transition to battery electric vehicles in Malaysia
Kenanga Research has expected gradual transition to battery electric vehicles (BEVs) which currently enjoys tax exemption up until 2027 for locally-assembled completely knocked-down (CKDs) in Malaysia.
TNGlobal Tracker: Southeast Asia (SEA) Monthly Funding Snapshot Dec 2025
The SEA Monthly Funding Tracker for December 2025 recorded a significant surge in total capital deployment, reaching $491.06 million across 17 rounds. This represents a substantial 49.7 percent increase month-on-month (November 2025: $328.0 million), although it reflects a slight 4.02 percent decrease compared to the same period last year (December 2024:…
Maybank remains optimistic on Malaysia’s renewable energy sector in 2026
Maybank Investment Bank has remained optimistic on Malaysia's renewable energy (RE) sector in 2026 as projects under Large Scale Solar 5 (LSS5), LSS5+, Malaysia's Battery Energy Storage System (MyBeST) and Corporate Renewable Energy Supply Scheme (CRESS) enter into engineering, procurement, construction, and commissioning (EPCC) execution phase supporting…
Sea, Grab’s medium-term growth focus may weigh on margin expansion – Maybank
Maybank Investment Bank believes both Sea and Grab are prioritizing growth over the medium term, which may weigh on margin expansion.
Analysts see EV momentum is building in Malaysia with expanding local assembly pipeline
Analysts have foreseen electric vehicle (EV) momentum is building in Malaysia with an expanding local assembly pipeline.
Analysts see risk-fraught recovery for Malaysia’s technology sector in 2026
Analysts have foreseen risk-fraught recovery for Malaysia's technology sector in 2026, despite positive global growth tailwinds and improving second half (2025) revenue growth momentum amongst domestic backend players.
Maybank sees ASEAN riding on AI boom as global tech giants race to invest in chips, data centers
Maybank Investment Bank sees ASEAN riding on artificial intelligence (AI) boom in next two years because AI capital expenditure (capex) is booming in the region as global tech giants race to invest in chips, data centers and equipment, fueling Asia’s tech exports, energy demand, construction.
Analysts see Budget 2026 to boost Malaysia’s technology sector
Analysts sees Malaysia's recent announced Budget 2026 will boost the country's technology sector.
Analysts stay upbeat on Malaysia’s renewable energy sector
Analysts have stayed upbeat on Malaysia's renewable energy (RE) sector after the government's projects are gaining momentum.
TNGlobal Tracker: Southeast Asia Monthly Funding Snapshot – July 2025
The SEA Monthly Funding Tracker for July 2025 revealed a sharp pullback in startup investment activity across the region. Total funding in July 2025 fell to $68.0 million across 12 rounds, a 77.08 percent decrease from June 2025 ($296.7 million) and a 76.68 percent drop year‐on‐year compared to July 2024 ($291.6 million).
