Analysis

Uber’s proposed $15 billion acquisition of Delivery Hero could mark the ride-hailing giant’s return to Southeast Asia eight years after exiting the region, potentially reshaping competition across ASEAN’s on-demand services market, Maybank Investment Bank Research said Monday.

Analysts view the sixth phase of the Large Scale Solar program (LSS6) as a significant positive for Malaysia’s renewable-energy ecosystem, which is now shifting towards hybrid solar-plus-storage projects.

As electric vehicle (EV) adoption accelerates across South East Asia, ASEAN is evolving from an emerging demand center into an increasingly important manufacturing and supply-chain hub, BMI Country Risk and Industry Research said Thursday.

The Iran War has provided a silver lining for renewable energy (RE) in Malaysia due to rising grid power cost as a result of higher fuel prices (coal and Tier 2 gas) which has improved the economics for RE and driven stronger demand for RE as a cheaper alternative among consumers, analysts said in recent reports.

Asia remains at the center of the transformational artificial intelligence (AI) investment story, as it expands from a narrow focus on chips and data centers to a much larger ecosystem spanning memory, compute, power infrastructure, grid upgrades, industrial systems and advanced manufacturing, MetLife Investment Manager and PineBridge Investments said on…

Maybank Investment Bank has expected e-commerce competition in Singapore to remain stable and growth elevated in the second half. However, it sees ride hailing services may see softness owing to higher fuel prices.

Artificial intelligence (AI) and data center-related demand is expected to remain the key growth driver for Malaysia’s technology sector in the second half of 2026, supported by sustained hyper scaler spending and a global semiconductor industry riding an AI-led investment boom, according to several research houses.

Malaysia’s renewable energy (RE) sector remains on track to achieve its 32 percent installed capacity target in 2026, Hong Leong Investment Bank Research said Tuesday.

Malaysia’s rapid emergence as a regional data center hub amid the global artificial intelligence (AI) boom is creating new strains on power, water and talent resources, raising questions about how sustainable the sector’s growth will be over the longer term, ASEAN+3 Macroeconomic Research Office (AMRO) said Tuesday.

New rules on imported electric vehicles (EVs) are expected to accelerate local assembly in Malaysia, but analysts say rising competition and softer demand could limit broader industry gains.