Episode Highlights
Today's episode covers key market developments in Malaysia, major corporate moves, and global economic trends impacting investors. Here’s what you need to know.
Key Malaysian Company News
* Cahya Mata Sarawak Bhd (CMSB) Hits 6-Week High – Stock surges after an 85% jump in Q4 net profit, fueled by Sarawak’s construction boom. Analysts remain bullish.
* Hektar REIT Enters Industrial Sector – Acquiring a light industrial asset in Penang to diversify beyond retail holdings.
* MyEG Reports Record Profits – Blockchain and digital ID services drive a 20% rise in Q4 net profit. A strong dividend payout is planned.
* EA Technique (Now Avangaad Bhd) Exits PN17 – After 12 years in financial distress, the company stabilizes with a strategic partnership with Voultier.
* Malaysia Marine & Heavy Engineering (MHB) Returns to Profitability – Reports RM121 million net profit for FY2024 after a previous-year loss.
* Southern Cable Secures RM403 Million TNB Contract – Supplying underground cables to support Malaysia’s power grid expansion.
* Salcon Bhd Wins RM70.5 Million Pipe Replacement Contract – Water infrastructure upgrade in Kelantan to improve supply reliability.
* RHB Bank Increases Sustainable Financing Target to RM90 Billion – Strengthening its commitment to green investments by 2027.
* Managepay Systems (MPAY) Lands Ferry Ticketing Deal – Will modernize Penang Port’s ticketing system to improve efficiency and tourism experience.
* Perdana Petroleum Reports Best Profit in 18 Years – Strong demand for offshore supply vessels and higher charter rates drive earnings growth.
* Southern Acids Posts Strongest Profit in 3 Years – High palm oil prices boost oleochemical and milling businesses.
Notable Industry & Economic Trends
* Trade Tensions & Global Impact – US President Donald Trump’s tariff plans heighten concerns of a trade war, with Malaysia’s economy at risk due to its trade-dependent nature.
* Malaysia’s Construction Boom Continues – CMSB and Perdana Petroleum benefit from increased infrastructure and oil & gas activity.
* China’s Property Market Struggles – New home prices stagnate, raising concerns about regional economic spillover effects.
* Singapore Market Upgraded by JP Morgan – Strong government support and attractive dividend yields make it an investment hotspot.
* Gold Prices Hit All-Time High – Investors turn to safe-haven assets amid global uncertainty.
* UK Inflation at 10-Month High – Rising prices put pressure on the Bank of England’s monetary policy.
* New Zealand Cuts Interest Rates Again – Third consecutive cut to stimulate the economy after a contraction in 2024.
Key Local Policy & Financial Updates
* Malaysia’s AI & Data Center Growth Faces Hurdles – US export restrictions on advanced AI chips may slow high-end data center development.
* Moody’s Predicts Asia-Pacific GDP Slowdown – Trade tensions and market uncertainty contribute to a cautious economic outlook.
* Government Expands Green Initiatives – Companies shifting towards ESG (Environmental, Social, Governance) practices to align with national sustainability goals.
🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!
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