ASEAN Consumer: ASEAN Consumer marketing feedback: Clear preference for MY and TH names; ID and PH names still too risky-20260724
花旗·2026-07-24 23:13
Flash | 24 Jul 2026 10:06:09 ET │ 10 pages ASEAN Consumer ASEAN Consumer marketing feedback: Clear preference for MY and TH names; ID and PH names still too risky CITI'S TAKE We compile feedback from our ASEAN consumer marketing across Singapore and Malaysia. In general, interest was higher on MY names as stable picks despite their relatively more expensive valuations and TH as a political recovery play. Most investors we met with felt economic uncertainty was still high in ID and PH. Overall, investors gen ...