Calls
2
Yun Liu
Senior Asean Economist, HSBC
Win Rate
100.0%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 28
$27.88
+0.4%
Malaysia and Singapore are the standout beneficiaries of the AI boom in Southeast Asia, deeply embedded in the chip supply chain and data-center buildout. Trade data remains resilient, CapEx is hitting record highs, and both economies posted wider current-account surpluses in Q1. Malaysia additionally enjoys the best inflation story in the region thanks to generous fuel subsidies.
Equity Indexes
Long
Jul 28
$31.88
+0.7%
Malaysia and Singapore are the standout beneficiaries of the AI boom in Southeast Asia, deeply embedded in the chip supply chain and data-center buildout. Trade data remains resilient, CapEx is hitting record highs, and both economies posted wider current-account surpluses in Q1. Malaysia additionally enjoys the best inflation story in the region thanks to generous fuel subsidies.
Equity Indexes
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Yun Liu has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: EWS, EWM.
