Malaysia 03 - Market News (Feb 25 - Dec 26)

[winston]

Market News on 10 November 2025

Wall Street ends mixed on signs of shutdown progress (Reuters)

US fourth-quarter GDP could be negative if shutdown drags on, White House economic adviser says (Reuters)

US Consumer Sentiment Declines to Near Lowest on Record (Bloomberg)

Nvidia CEO Huang sees strong demand for Blackwell chips (Reuters)

China consumer prices return to growth in October, producer price slump extends to three years (CNBC)

China suspends ban on exports of gallium, germanium, antimony to US (Reuters)

Cabinet Reshuffle Briefing On Nov 11, Says MAFS Minister (Business Today)

Ringgit closes at 4.17 against US dollar, strongest level in 13 months (TheStar)

Westports (WPRTS), Maybank Islamic eye China's growing halal market worth US$217bil (TheStar)

TNB Accelerates Renewable Energy Drive with Diverse Initiatives (Business Today)

No trading halt for Ho Hup after annual report submitted to Bursa Securities (TheStar)

Bursa Issues Trading Reminder On MMAG Amid Sharp Price Decline (Business Today)

Apex Healthcare receives takeover offer at RM2.64 per share (The Edge)

IJM Denies Merger Talk With Sunway (Business Today)

NuEnergy (NHB) Secures RM270 Million Solar And Battery Storage Project In Johor (Business Today)

PTT Synergy, Chin Hin To Build Smart, Sustainable Logistics Hubs Nationwide (Business Today)

SDP, SD Guthrie To Jointly Develop Next-Gen Industrial And Logistics Hub In Selangor (Business Today)

Sedania Disburses RM2 Billion In Growing Gig Economy (Business Today)

Chin Hin founder Chiau Beng Teik ceases to be substantial shareholder in LTKM after stake trim (The Edge)

Friday, 7 Nov 2025 Entitlement Announcement
6:45PM UMSINT Third Interim Dividend
5:08PM ARANK First and Final Dividend
5:06PM ULICORP Interim Dividend
5:02PM SLP Third Interim Dividend
12:44PM MAXIS Third Interim Dividend

[winston]

Market News on 11 November 2025

Dow closes up nearly 400 points, Nasdaq rebounds 2% with end to shutdown in sight (CNBC)

US Senate compromise sets stage for end to government shutdown (Reuters)

China Lifts Suspension On Five US-Linked Companies Of ROK’s Hanwha Ocean (Business Today)

CPO output up 11.02% in Oct, palm oil exports rise 18.58% - MPOB (The Star)

Genting Raises RM900 Million Via MTNs To Fund Genting Malaysia Takeover (Business Today)

G Capital Exploring Wind Energy For Malaysia Using Smaller Systems (Business Today)

Divfex (DFX) Secures RM18.7 Million Fiberail Contract To Boost Network Infrastructure (Business Today)

Mah Sing’s Unit Acquires 2.83 Acre Land From Penang Development Corporation (PDC) For RM528 Million GDV Development (Business Today)

F&N Agrivalley Commercial Milk Production Expected In FY26Q1 (Business Today)

Taghill’s unit file for judicial management to restructure operations (Malaysian Reserve)

ES Sunlogy promoter Keh Chuan Seng cuts stake as moratorium period ends (The Edge)

Mohammad Suffian ceases to be substantial shareholder of Elridge Energy (The Edge)

AYS Ventures invests RM31.15 mil to buy more shares in 3HA Capital, the owner of CosmoSteel (The Edge)

Ramssol enters Indonesia EV market through bike leasing partnership (The Star)

InNature completes acquisition of The Body Shop Singapore (The Star)

PMW International IPO Oversubscribed 31.7 Times Ahead Of ACE Listing (Business Today)

Monday, 10 Nov 2025 Entitlement Announcement
5:32PM MRDIY Interim Dividend
5:15PM EXSIMHB Rights Issue

[winston]

Market News on 18 NOV 2025

Dow closes down more than 550 points, dragged down by Nvidia, tech shares (CNBC)

Malaysia aims to move up E&E value chain, says Amir Hamzah (The Star)

Malaysia lowers December crude palm oil reference price, maintains duty at 10% (The Star)

Foreign investors return to Bursa Malaysia with RM477mil inflow after five-week selloff (The Star)

AWC bags second waste system contract in Singapore this year, worth RM14.75m (The Edge)

Hibiscus associate 3D Energi reports encouraging gas finds at Essington-1 well (The Star)

Pekat unit issues PO to China’s Runjian for solar monitoring system (The Malaysian Reserve)

Infomina secures RM66m Home Ministry contract for JPN systems support (The Edge)

Keyfield nets RM85m gain from workboat disposal to Brunei’s Mashhor group (The Edge)

LSH Capital Inks Deal For Morib Development And Golf Course Upgrade (Business Today)

PTT Synergy proposes RM56m private placement to support construction, property projects (The Edge)

PMB Technology reports fire at Samalaju silicon plant, operations unaffected (The Malaysian Reserve)

Kumpulan Kitacon wins RM60.8mil contract from Sime Darby Property (The Star)

Geohan Corp launches Main Market IPO at 55 sen a share to raise RM72.6m (The Edge)

Chubb Malaysia, local unit of US insurer, files for Main Market listing (The Edge)

Monday, 17 Nov 2025 Entitlement Announcement

6:43PM 99SMART Special Dividend
6:43PM HIAPTEK First and Final Dividend
6:43PM 99SMART Second Interim Dividend
5:25PM OPENSYS Fourth Interim Dividend
1:04PM CDB Third Interim Dividend

[winston]

Market News on 20 NOV 2025

Wall Street indexes end rocky session higher ahead of Nvidia earnings (Reuters)

AI leader Nvidia forecasts fourth-quarter revenue above estimates (Reuters)

Nvidia’s Huang Dismisses Bubble Fears as Shares Climb (Bloomberg)

Fed Minutes Show ‘Many’ Officials Lean Against December Cut (Bloomberg)

Trump's semiconductor tariff plan likely delayed, officials say (Reuters)

Fed minutes show broad support for ending quantitative tightening (Reuters)

Stronger collaboration, AI governance key to boost Malaysia’s industrial credibility — Fadillah (Bernama)

SD Guthrie Sells Land For RM814 Million, Forms JV With EcoWorld, Johor PDT For Industrial Park Project (Business Today)

Haily secures two construction deals in Johor Bahru worth over RM80 mil (The Edge)

AIZO to explore green bitumen facility in Sarawak with K2 Bitumen (The Malaysian Reserve)

Wawasan Dengkil diversifies into renewable energy via solar JV with Nestcon (The Edge)

MRCB signs MoU to participate in King Salman Gate development in Mecca (The Star)

MGB secures up to RM444 mil Saudi contract, its largest overseas deal to date (The Edge)

HE Group to move to Main Market on Nov 21 (The Edge)

Tenaga Nasional incurs losses of RM4.6bil from crypto power theft (The Star)

Orkim launches IPO, plans expansion with new tankers (The Star)

Wednesday, 19 Nov 2025 Entitlement Announcement

7:34PM A1AKK First Interim Dividend
7:01PM DFX Interim Dividend
6:52PM CAPITALA Dividend in specie
6:40PM UNIQUE Interim Dividend
6:18PM PTRANS Fourth Interim Dividend
6:13PM UNIMECH First Interim Dividend
6:12PM PBA Interim Dividend
6:12PM YSPSAH Interim Dividend
6:11PM TALIWRK Third Interim Dividend
5:42PM AMWAY Interim Dividend
5:10PM JPG Interim Dividend

[winston]

Market News on 25 November 2025

S&P 500 rips 1.6% higher, Nasdaq posts best day since May as Alphabet reignites AI trade (Reuters)

Trump weighing advanced Nvidia chip sales to China, Bloomberg News reports (Bloomberg)

Trump touts 'extremely strong' China relations after call with Xi (Reuters)

S&P raises 2026 GDP forecast for Asia-Pacific to 4.3%, for Malaysia to 4.5% (The Star)

Foreign Investors Resume Selling On Bursa, Offloading RM1.03 Billion In A Week (Business Today)

Parliamentary caucus on US reciprocal tariffs on Malaysia this Thursday (The Edge)

Bursa Reprimands FSBM For Submitting Inaccurate Financial Reports (Business Today)

Coastal Contracts Mexican JV Secures RM324 Million Pernex Contract Extension (Business Today)

DBS said to revise Alliance Bank offer proposal to 30% stake — Bloomberg.com (The Edge)

Magna Prima forms JV for 709-unit residential development in Perak (The Star)

Crest Builder unit bags RM299.39mil contract for Desa Parkcity office tower (The Star)

YTL Power exploring data centers in South Africa: Media (Malaysian Reserve)

MRCB joins King Salman Gate project through JV MoU with RUA AlHaram AlMakki (Malaysian Reserve)

AppAsia’s MoU with Philippine accountants expires, talks ongoing to extend collaboration (Malaysian Reserve)

Feytech’s JV launches new seat manufacturing plant serving Chery, Jetour (The Edge)

Varia to lead commercial development on Citaglobal's land under JV deal (The Edge)

NexG says no notice of 25% share acquisition received amid new substantial shareholder report (The Edge)

Semico Signs Underwriting Deal With Affin Hwang For ACE Market IPO (Business Today)

Monday, 24 Nov 2025 Entitlement Announcement
6:13PM AUMAS Interim Dividend
6:13PM EITA Interim Dividend
6:09PM PENERGY Interim Dividend
6:05PM ASIABRN Interim Dividend
6:05PM ECOMATE Bonus Issue
6:04PM ECOMATE Bonus Issue
5:43PM SCOMNET Interim Dividend
5:42PM HEXZA Final Dividend (with Dividend Re-Investment Plan)
5:41PM KPS Interim Dividend
5:33PM KHB First Interim Dividend
5:31PM INTA Second Interim Dividend
5:30PM KGB Special Dividend
5:30PM SUNREIT Income Distribution
5:30PM KGB Third Interim Dividend
5:25PM ADB Interim Dividend
5:16PM PPJACK Third Interim Dividend
5:11PM INNO Third Interim Dividend
5:07PM ASIAPLY Bonus Issue
12:35PM MISC Interim Dividend

[winston]

Market News on 26 November 2025

Dow closes up more than 650 points, posting 3-day winning streak, as hopes for December rate cut grow (CNBC)

US budget deficit hits $284 billion in October; report impacted by shutdown (Reuters)

U.S. private payroll losses accelerated in the past four weeks, ADP reports (CNBC)

Core wholesale prices rose less than expected in September; retail sales gain (CNBC)

Nvidia stock falls 4% on report Meta will use Google AI chips (CNBC)

Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips (CNBC)

Manufacturing Utilisation Capacity Rises To 82.9% In Q3: DOSM (Business today)

Wawasan Dengkil wins RM16m flood mitigation contract in Sepang (Malaysian Reserve)

Favelle Favco bags RM79m in new crane orders (Malaysian Reserve)

Olympia Industries to expand palm oil mill in Perak (Malaysian Reserve)

DRB-Hicom remains focused on digitalisation (The Star)

Oriental Kopi expands cafes and eyes international markets (The Star)

LTAT to cut stake in Affin to 9%, minister says (The Star)

Loss-making Aizo plans private placement, capital reduction and rights issue (The Edge)

MRCB’s 80% stake buyout in Bukit Jalil Sentral Property from EPF deemed 'fair and reasonable' (The Edge)

Branding and events firm SBS Nexus gets M&A Securities to back its ACE Market listing (The Edge)

Tuesday, 25 Nov 2025 Entitlement Announcement
7:07PM TGUAN Interim Dividend
7:07PM JFTECH Interim Dividend
6:57PM HLIND Interim Dividend
6:41PM DOMINAN Second Interim Dividend
6:05PM RGB Third Interim Dividend
6:02PM CLOUDPT First Interim Dividend
6:01PM UCHITEC Second Interim Dividend
6:01PM KITACON Second Interim Dividend
5:59PM KAREX Interim Dividend
5:40PM LSH Interim Dividend
5:39PM KOPI Interim Dividend
5:38PM SOP Second Interim Dividend
5:37PM TAANN Third Interim Dividend
5:22PM FIMACOR First Interim Dividend
5:20PM GKENT Interim Dividend
5:18PM TAKAFUL Interim Dividend
12:42PM ABMB Interim Dividend

[winston]

Market News on 27 November 2025

Tech Stocks Lead as Rate-Cut Bets Keep Rally Alive (Bloomberg)

US weekly jobless claims at seven-month low amid low layoffs (Reuters)

US extends tariff exclusions on some Chinese industrial goods as part of trade truce (Reuters)

Kerjaya Prospek Wins RM350 Million Building Contract For Batu Kawan Mixed Development (Business Today)

Jasa Kita Granted Extension To Meet Public Shareholding Spread Requirement (Business Today)

Nuenergy (NHB) to acquire 40% stake in Sunmate Energy to expand residential solar business (The Malaysia Reserve)

PIE Industrial faces delay in server manufacturing orders on pricing gap (The Edge)

Rohas Tecnic says no longer subject to MACC probe as freezing, seizure orders lifted (The Edge)

ITMAX to grow its service offerings (The Star)

Hibiscus Petroleum eyes O&G expansion in New Zealand (The Star)

Reservoir Link wins perforation equipment and services job (The Star)

BMS Holdings’ IPO Oversubscribed 2.4 Times Ahead Of ACE Market Listing (Business Today)

Frozen, dried food distributor Guan Huat Seng secures nod for ACE Market listing (The Edge)

Wednesday, 26 Nov 2025 Entitlement Announcement
6:42PM NATGATE Interim Dividend
6:10PM PWRWELL First Interim Dividend
6:09PM WELLCAL Special Dividend
6:07PM WELLCAL Fourth Interim Dividend
6:07PM MBMR Special Dividend
6:06PM MBMR Second Interim Dividend
6:06PM PETGAS Third Interim Dividend
6:05PM OPTIMAX Interim Dividend
5:53PM TOPVISN Interim Dividend
5:43PM MKHOP Second Interim Dividend
5:40PM KLK Final Dividend
5:40PM KERJAYA Third Interim Dividend
5:37PM TIMECOM Interim Dividend
5:30PM BKAWAN Final Dividend
5:23PM SUNZEN Interim Dividend
5:07PM TMK Interim Dividend (Amended)
5:06PM REACHTEN Second Interim Dividend
12:58PM PETDAG Interim Dividend
12:39PM MATRIX Second Interim Dividend
12:39PM AMBANK Interim Dividend