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Horizon, Monthly Report, July 2026
ARC Group Securities LLC‘s research desk provides independent research for institutional clients, informed by the firm’s experience in cross-border capital markets.
The July report examines the energy transition underway across Southeast Asia and its implications for regional capital markets.
What’s in This Report
- Energy shock, regional pivot. Middle East supply disruption and its effect on Southeast Asia’s power generation strategy.
- Policy in motion. Renewable energy targets, grid infrastructure, and electric mobility initiatives across the region.
- Capital markets activity. Public offerings and financing tied to the region’s energy transition.
- Sector-level analysis. Publicly listed companies with exposure to the region’s energy transition.
About the Research Desk
The research desk at ARC Group Securities LLC provides research for institutional clients, complementing the firm’s existing capital markets business. The desk is led by David Riedel, who has three decades of experience in research, company analysis, and valuation across Asia and the United States.
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