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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