In today’s episode, we unpack a split market story — surging optimism in Malaysia’s tech sector versus geopolitical uncertainty unfolding right here in Kuala Lumpur. Semiconductor recovery, regulatory pressure, and diplomacy all collide in one eventful week.
Tech & Market Highlights
⚙️ Chip Comeback in Full Swing
* ViTrox Q3 profit jumps 50%
* UWC sees seven‑fold growth in Q4
💥 Tariff Threats Still Loom
* President Trump hints at 100% chip tariffs
🚀 THMY Holdings Skyrockets on Debut
* Shares tripled on first day — best ACE Market debut in two years
* Plans to quadruple capacity by 2029, funding new AI‑driven factory
Energy, Governance & Corporate Risk
⛽ Petronas Profit Down 19% (H1 2025)
* Global crude average: US$71.87/barrel
* Highlights volatility between record upstream investment (RM256B since 2018) and falling returns
⚠️ KNM Faces Bursa Warning
* Bursa flags MAA Group’s non‑compliance in proposed RM270M German unit sale
* Needs 75% shareholder approval; tight Oct 30 debt‑settlement deadline
📉 Perak Transit Plunges Amid Insider Trades
* RM360M market value wiped; stock hits 5‑year low
* MD actively buying and selling shares during turbulence
Renewables & Regional Projects
🌞 Sarawak’s Solar Push
* Zecon signs 30‑year deal to build & operate 100MW solar plant for Sesco
Diplomacy & Policy Front
🤝 US‑China Trade Talks in KL
* Held Oct 24–27 — rare earths, tariffs, and tech supply chains on the table
🕊️ Thailand–Cambodia Peace Deal Nears Completion
* Expected to be signed at Asean Summit in KL; President Trump may witness
Global Energy & Market Moves
🛢️ Oil Prices Spike 5%
* Triggered by new US sanctions on Lukoil & Rosneft
* China—major importer—hit hardest; OPEC signals possible output hike
🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!
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