In today’s episode, we explore the mounting tension between Malaysia’s growth ambitions and the need for real governance. From boardroom pushback and public tender loopholes to billion-ringgit infrastructure fraud and regional policy shifts, we unpack the stories that show: capital is moving fast — but scrutiny is moving faster.

Malaysian Corporate & Market Developments

🌱 Jentayu Shareholders Reject Insider Deal, Greenlight Hydro Expansion

* Related-party acquisition blocked at EGM

* RM45.26M private placement approved for Project Oriole, a Sabah hydropower push

* Clear message: green energy growth is welcome, but only with clean governance

⚙️ APB Resources Goes to Arbitration with BASF Petronas

* RM1.85M claim + RM439K for extra work

* Already fully impaired — so any win = pure upside

🚗 Sumitomo Locks Down Dunlop Brand in Malaysia, Singapore, Brunei

* Strategic move to unify global Dunlop branding

* Boosts marketing cohesion and regional control

📈 Mixed IPO Signals

* Orkim posts RM13M profit ahead of Main Market debut

* PSP Energy opens flat, closes down on ACE Market

📊 FBM KLCI Unchanged, Mid 70 Reshuffle Signals Green Tilt

* Eco-Shop Marketing and Kelington Group in

* Bumi Armada and Dayang Enterprise out

* Tells a broader story of rotation into retail and green tech

Policy & Political Headlines

🧾 E-Invoicing May Be Deferred for Small Biz

* MOF studying exemptions for businesses earning under RM1M

* Balancing fiscal transparency vs compliance burden

📑 New Procurement System Debuts – But Concerns Linger

* Two-stage open tenders to replace selective bidding

* PAC flags concern over Proof-of-Concept being used as a loophole to skip competition

💼 Progressive Wage Pilot Brings 16% Boost for 32K Workers

* But Malaysia’s digital workforce still underpaid globally

* Country ranks 18th in digital salaries, raising brain drain risks

⚖️ PM’s Former Aide Charged in Graft Probe

* Datuk Seri Shamsul Iskandar accused of taking RM177K in bribes

* Tied to broader crackdown on illegal Bitcoin mining

⚡ TNB Loses US$1.1B to Crypto Power Theft

* Over 5 years, linked to unauthorised mining ops

* New task force (MOF, BNM, TNB) formed to address national infrastructure threats

Global & Geopolitical Outlook

🤝 Malaysia-Singapore Retreat Shows Constructive Tone

* PM Anwar & PM Wong address key frictions: airspace, water, maritime claims

* Both sides emphasize no hostility

💹 BOJ Rate Hike on the Horizon?

* Japan signals possible end to ultra-low interest era

* Major implications for regional capital flows

💱 China Intervenes to Cool Yuan Surge

* State banks buying USD to manage currency appreciation

* Effort to avoid hurting export competitiveness

🇪🇺 Meta Faces New EU Antitrust Probe

* Focused on integrating AI into WhatsApp

* EU fears it will distort competition — scrutiny on Big Tech tightens again

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