In today’s episode, we explore how strong corporate wins, pivotal court rulings, and shifting global trade alignments are reshaping Malaysia’s financial and policy landscape. From tax victories and data center warnings to LNG deals and landmark legal liabilities—this week’s developments cut across sectors and borders.

Malaysian Corporate & Market Developments

🏦 YTL Power Wins A$284M Tax Appeal

Major legal victory in ElectraNet disposal case preserves group capital and boosts investor confidence.

🌾 SD Guthrie Q3 Profit Jumps 22%

Driven by land sales and downstream gains. New MD Mohd Haris to take helm in Jan 2026—steady leadership transition.

🏗️ Kerjaya Prospek Secures RM87.7M E&O Contract

Order book hits RM3.6B. Strong revenue visibility reinforces construction momentum.

📱 Maxis Set for Stable Q3, Dividend to Hold

Postpaid growth underpins earnings expectations. Forecast payout: 17 sen per share.

🖥️ VSTECS Rides Data Center Demand Wave

Strong Q3 expected as fit-out equipment sales surge. Malaysia’s digital buildout provides tailwind.

🎢 Genting Malaysia Volatility Deemed Legitimate

Gov’t links price swings to weak results and external factors. Still, pre-privatization timing raises eyebrows.

📉 NexG Plunges to 6-Month Low

Company claims no explanation. Investor unease continues amid rising small-cap scrutiny.

🧭 Leadership Overhaul at Jasa Kita

Datuk Yasmin Mahmood and Datuk Seri Iskandar Mizal appointed. New direction focuses on core strength and diversification.

🏨 Berjaya Land Secures US$70M for Japan Resort

EXIM Bank backs overseas push with Islamic financing for Okinawa Four Seasons project.

🛬 Sandakan Airport Upgrade Under Review

Transport Ministry, MAHB eye dedicated airport fund to streamline regional development.

🛢️ Petronas Inks 20-Year Canada LNG Deal

Pembina Pipeline partnership secures liquefaction capacity—boosts global LNG positioning.

Political, Legal & Policy Headlines

⚖️ Landmark Ruling in Pastor Koh Disappearance

Gov’t, police found liable. RM4M awarded plus RM10,000/day penalty until he is located—now totalling RM37M.

🕯️ Amri Che Mat Case Sees RM3M Award

Court condemns police failure to investigate. Orders probe reopened—marks a rare state accountability precedent.

💰 Daim Family Allowed to Challenge MACC Freeze

Court finds prima facie case. Raises serious questions about prolonged asset seizures under AMLA.

📈 Earnings vs. Energy Use: Data Centers Flagged

Only 47% of booked power is being used. Gov’t pushes new facilities toward 85% utilization to avoid stranded assets.

🌍 Malaysia Mulls Carbon Tax from 2026

Initial RM15/tonne on heavy industries could raise RM1B/year. Modest rate, but sets climate pricing precedent.

📦 Maersk Opens APAC’s Largest Distribution Hub

New Shah Alam facility highlights Malaysia’s growing role in global supply chain realignment.

Global & Geopolitical Outlook

🔋 US Invests in Rare Earths, China Responds

Tensions ease temporarily as China halts tariffs on US farm goods after US cuts fentanyl-linked levies. Grain prices rise.

📉 MAS Warns on AI Stock Valuations

Singapore central bank joins global caution chorus. Tech sector faces pressure amid profit-taking and overvaluation fears.

🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!

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