Today’s episode breaks down the stark divide in the Malaysian market — with strong earnings in healthcare, property, and consumer goods on one side, and structural pain in construction services and manufacturing on the other.

Plus, a closer look at Malaysia’s strategic stance in the intensifying US-China tech rivalry.

Corporate Highlights:

🏥 IHH Healthcare Posts 15% Profit Growth

* Driven by daycare services and improved cost control

* India’s Fortis strategy paying off

🏘️ UOA Development Earnings More Than Double

* Boosted by progress billings across property projects

🛠️ Kerjaya Prospek Lands RM350M Penang Contract

* Solid pipeline visibility to 2029

🚗 WCE Holdings Toll Collection Up 50%

* Momentum building ahead of full completion by early 2027

🚨 UEM Edgenta Records RM94M Loss

* Biggest quarterly net loss ever, but due to one-off non-cash impairment

* CEO calls it a “structural reset”

🏦 AMMB Increases Dividend Payout to 39%

* Shows confidence following earnings boost

🌐 Time dotCom Declares Special Dividend (21.64 sen)

* Profit nearly doubled thanks to smaller currency losses

🌴 KLK’s Profit Surges 14x

* Gains from plantation and property arms

🥛 Farm Fresh Profit Up 40% (Record)

* Domestic demand + regional expansion to Cambodia & Philippines

⛽ PETRONAS Dagangan Profit Falls

* Impacted by weaker fuel prices, despite steady sales

📉 PIE Industrial Faces RM1B Revenue Risk

* Delayed server manufacturing deal due to pricing mismatch

* A red flag for Malaysia’s EMS sector

📹 ITMAX System Hits Record Profit

* Surge in video surveillance revenue and subscription services

National Policy & Legal Updates

💼 PM’s Ex-Political Secretary Under MACC Probe

* Following resignation amid bribery allegations

🌾 Felcra Debt Relief Plan Announced

* 5-year phased write-off for less viable rural projects

* Tied to Felcra’s financial health

🚧 12 of 27 Highway Concessionaires Posted Losses

* Raises red flags about new mega infrastructure proposals

Global Forces & Malaysia’s Strategic Moves

🇨🇳🇺🇸 US-China Tech Tensions Escalate

* China bars ByteDance from using Nvidia chips

* Push toward chip self-sufficiency

🇲🇾 Malaysia Reaffirms “Digital Neutrality”

* Firms allowed access to both Nvidia (US) and Huawei (China)

* Positioning as open digital hub to attract global capital

🇬🇧 UK Introduces £26B in Tax Hikes

* Frozen income tax thresholds for 3 years

* Critics say it misses the real issue: economic stagnation

🌳 EU Delays Deforestation Law by 1 Year

* Buys time for Malaysian palm oil firms to meet compliance

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