Analysis

Maybank Investment Bank believes both Sea and Grab are prioritizing growth over the medium term, which may weigh on margin expansion.

Analysts have foreseen electric vehicle (EV) momentum is building in Malaysia with an expanding local assembly pipeline.

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 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 sees Malaysia's recent announced Budget 2026 will boost the country's technology sector.

Analysts have stayed upbeat on Malaysia's renewable energy (RE) sector after the government's projects are gaining momentum.

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).

Moody's Ratings expects data center power demand in Asia-Pacific (APAC) to grow at a 15 percent to 20 percent compound annual growth rate (CAGR) over the next five to six years, as capacity more than doubles over the same period.

Kenanga Research has foreseen compelling growth opportunities for Malaysian telcos, driven by the rapid expansion of digital infrastructure across ASEAN.

MBSB Research said Malaysian government’s effort to reestablish the country’s positioning in the semiconductor global supply chain has started to yield results.