$GENTING (3182.MY)$ is making a bold bet to secure one of three full-scale casino licenses in New York City, aiming to upgrade its existing Resorts World NYC. This high-stakes race could be a transformative catalyst for the gaming giant.
The Potential Payoff: The Bull Case
1. The Goal: Upgrade its current slot machine facility to a full-fledged integrated resort with table games.
2. Massive Revenue Potential: Projects US$2....
The Potential Payoff: The Bull Case
1. The Goal: Upgrade its current slot machine facility to a full-fledged integrated resort with table games.
2. Massive Revenue Potential: Projects US$2....
1
$YTLPOWR (6742.MY)$ traditionally a utility giant, is making a massive RM10 billion pivot into Artificial Intelligence, aiming to become a major AI infrastructure and innovation hub. But with looming US chip curbs, investors are weighing the ambition against the risk.
The AI Power Play: The Bull Case
1. Massive Infrastructure: Building a 200MW data center campus (expandable to 600MW), one of the largest globally.
2. Nvidia Partnership: Has a high-...
The AI Power Play: The Bull Case
1. Massive Infrastructure: Building a 200MW data center campus (expandable to 600MW), one of the largest globally.
2. Nvidia Partnership: Has a high-...
2
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Malaysia is set to introduce a carbon tax by 2026, putting its carbon-intensive steel industry directly in the spotlight. While the government promises a "gradual" rollout, this policy will reshape cost structures and competitiveness for Bursa-listed steelmakers.
The Heat is On: The Challenges
1. New Cost Burden: Adds a significant cost for an already margin-sensitive sector battling volatile prices and cheap imports.
2. Higher ...
The Heat is On: The Challenges
1. New Cost Burden: Adds a significant cost for an already margin-sensitive sector battling volatile prices and cheap imports.
2. Higher ...
1
The US is reportedly drafting rules to curb exports of advanced AI chips (notably from Nvidia) to Malaysia, aiming to prevent smuggling to China. This move casts a shadow over Malaysia's semiconductor sector and its key players.
The Core Concern & Potential Impact:
1. Disruption to OSAT: The main fear is that a tighter supply of high-end chips could dampen prospects for Malaysia's strong Outsourced Semiconductor Assembly and Test (OSAT) ecosystem.
...
The Core Concern & Potential Impact:
1. Disruption to OSAT: The main fear is that a tighter supply of high-end chips could dampen prospects for Malaysia's strong Outsourced Semiconductor Assembly and Test (OSAT) ecosystem.
...
1
Malaysia’s tech sector is caught in a tug-of-war. While the global AI boom offers a significant tailwind, persistent US-China trade tensions and a stronger Ringgit create a mixed outlook for 2025. The KL Technology Index is down 21% YTD, sharply underperforming global peers.
The AI Silver Lining
1. Global Demand: World semiconductor sales are forecast to grow 11.2% in 2025, driven by AI and cloud infrastructure.
2. Key Beneficiaries:
$INARI (0166.MY)$ : ...
The AI Silver Lining
1. Global Demand: World semiconductor sales are forecast to grow 11.2% in 2025, driven by AI and cloud infrastructure.
2. Key Beneficiaries:
$INARI (0166.MY)$ : ...
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As Malaysia enters Q3 2025, the market is cautiously optimistic after rebounding from earlier tariff volatility. With trade talks ongoing, a selective approach is key for investors looking for opportunities.
Key Investment Themes for Q3:
1. Catch-Up Plays: Focus on quality large-caps that have lagged in the recent rebound but have strong fundamentals.
YTL Power, IJM Corp, Sime Darby Property, CIMB.
2. Small-Cap Value: The valuation g...
Key Investment Themes for Q3:
1. Catch-Up Plays: Focus on quality large-caps that have lagged in the recent rebound but have strong fundamentals.
YTL Power, IJM Corp, Sime Darby Property, CIMB.
2. Small-Cap Value: The valuation g...
1
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Once a pandemic darling, $TOPGLOV (7113.MY)$ is facing a tough reality. Its latest quarterly results have sparked renewed concerns, with shares sliding ~45% YTD and hitting near 2023 lows.
The Headwinds:
1. Earnings Disappointment: Q3 FY25 net profit dropped 31% YoY to RM34.7M, missing full-year consensus forecasts.
2. Intense Competition: Chinese rivals are aggressively targeting non-U.S. markets with competitive pricing.
3. Bearish An...
The Headwinds:
1. Earnings Disappointment: Q3 FY25 net profit dropped 31% YoY to RM34.7M, missing full-year consensus forecasts.
2. Intense Competition: Chinese rivals are aggressively targeting non-U.S. markets with competitive pricing.
3. Bearish An...
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$SNS (0259.MY)$ is at a crossroads. Despite posting a stunning 174% YoY profit surge and record revenue in Q1 FY2026, its share price has fallen 57% from its peak. Is this a turnaround opportunity in the making?
The Growth Engine:
1. Record Performance: Q1 FY26 net profit soared 174% to RM10.24M on record revenue of RM822.75M, driven by strong ICT sales.
2. Retail & DaaS Expansion: Adding 10 new retail outlets and scaling its Device-as-a-Servi...
The Growth Engine:
1. Record Performance: Q1 FY26 net profit soared 174% to RM10.24M on record revenue of RM822.75M, driven by strong ICT sales.
2. Retail & DaaS Expansion: Adding 10 new retail outlets and scaling its Device-as-a-Servi...
3
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Malaysian industrial filter manufacturer Pan Merchant Bhd is set for its ACE Market debut on June 26 at 27 sen/share, valuing it at RM247M (32x trailing P/E). This IPO has sparked diverging analyst views on its valuation premium.
Company Snapshot:
1. Business: Produces solid-liquid filtration products (edible oil, wastewater, food processing).
2. Key Strength: ~90% revenue from edible oil clients in 2024; >80% products exported globally.
3. IPO Fund...
Company Snapshot:
1. Business: Produces solid-liquid filtration products (edible oil, wastewater, food processing).
2. Key Strength: ~90% revenue from edible oil clients in 2024; >80% products exported globally.
3. IPO Fund...
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