Analysis
Hong Leong sees strong global semi demand, structural tailwinds to underpin Malaysia’s OSATs, equipment players
Hong Leong Investment Bank Research said Monday that strong global semi demand and structural tailwinds (China+1, supply chain localization) will underpin a solid outlook for most outsourced semiconductor assembly and tests (OSATs) and equipment players in Malaysia.
Maybank reduces Sea’s FY26-27 adjusted EBITDA estimates by 8 to 10 percent on lower margin assumptions
Maybank Investment Bank has reduced Singapore-based tech giant Sea's FY26-27 adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates by 8 percent to 10 percent on lower margin assumptions.
BIMB sees opportunities as Malaysia’s moving up the semiconductor value chain
BIMB Securities has maintained a neutral outlook on Malaysia's broader technology sector but remain bullish on fabless semiconductor firms as Malaysia's moving up the semiconductor value chain.
Malaysia’s tech hardware industry conditions to improve this year – Maybank
Maybank Investment Bank Research has returned from its recent visit to Malaysia's Penang road trip feeling optimistic as tech hardware players suggest that industry conditions are improving into 2026.
MBSB expects smartphone industry to experience a challenging 2026
MBSB Research said Thursday that it has maintained its neutral stance on Malaysia's technology sector as it viewed that the smartphone industry is anticipated to experience a challenging 2026.
Apex Securities foresees slower EV demand growth in Malaysia this year
Apex Securities has foreseen slower electric vehicle (EV) demand growth in Malaysia this year amid policy changes.
Hong Leong expects continued upbeat AI spending to underpin robust tech sector in Malaysia this year
With the global tech earnings season underway, Hong Leong Investment Bank Research has expected continued upbeat artificial intelligence (AI) spending commentary to underpin a robust 2026 guidance for Malaysia technology sector.
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…
