David Chuah
M&A analyst; breaks down deal structures, capital markets news, debt/working capital moves, and valuation angles.
Economy’s Chaos Is Draining Your Bank Account
Your bank account is a war zone and you're losing the fight. What’s going on? 1. Fertilizer supply chains are dead. 2. Your dream home just got more expensive. 3. Global shipping is a total mess. 4. Oil prices are nuking the economy. 5. Inflation is coming back for blood. ↓↓↓
Four Catalysts Shake Malaysian Markets: Pensions, Auto Price War
Malaysian markets are waking up to four massive catalysts today, March 12, 2026. From a highly anticipated pension fund payout to a brutal foreign price war eating into domestic auto profits, the landscape is shifting rapidly. Here is what institutional watchers are...
Stress‑test Margins for Hidden Energy, Rate, Regulatory Shocks
Have you asked yourself this? “How robust are our operating margins and cash positions if this so-called 2.4% US inflation is merely a lagging indicator, and we’re confronted with a sustained 20% energy cost shock, still-high interest rates, and regulatory upsets...
NexG's Penny‑stock Gamble Triggers RM130 M Loss
SHOCKWAVE: Malaysian tech giant NexG just reported a RM130.88 Million net loss. The culprit? A disastrous gamble on volatile penny stocks that wiped out core business profits. This isn't just a loss, it's a corporate earthquake. #NexGCrisis #FinancialMismanagement #Stocks
EPF Holds Up RM11B Sunway‑IJM Takeover Amid Val
RM11B Sunway-IJM Takeover: The Great GLC Standoff The Employees Provident Fund (EPF) and major institutional shareholders are officially in a holding pattern, freezing an RM11 billion power shift as the Independent Advice Circular faces strategic delays. This regulatory bottleneck creates a...
Construction Stocks Squeezed by Takeover Rumors and Regulatory Scrutiny
Stop scrolling if you hold construction equities. Takeover rumors are actively destroying contract values right now. 1. MACC probe costs IJM a data center deal 2. MoF intercepts Sunway takeover of IJM 3. State funds clash over MRCB mega-merger Detailed Breakdown ↓↓↓ #BursaMalaysia #Equities
Malaysia Sees Major Corporate and Legal Shifts
Major Business News on March 6, 2026: 1. Court of Appeal to rule on RM1.7b pensioners payout 2. Ekovest secures 54-year highway concession 3. Datuk Seri Johari Abdul Ghani nears mandatory offer threshold 4. Datuk Tiong King Sing exits Timberwell at RM12.8 million Source: The...
Corporate Updates: Asset Freeze, Earnings, Investment Review, Margin Strain
Major Business News to Track Today, March 6, 2026: 1. MACC seeks asset freeze on Tun Daim Zainuddin's family 2. Gamuda to release Q2 earnings report 3. MIDA to announce 2025 investment performance 4. AirAsia X faces margin threats amid fuel hike ↓↓↓
Profitability Doesn't Mean Cash Flow Health
Ever feel “profitable” but still broke? This is one of the biggest traps in business. ⸻ A precision engineering SME had strong margins. But paid for machines upfront. Waited 90 days to get paid. Every big order felt like a risk instead of a...
CP Axtra's RM1.66B Deal Consolidates Malaysia's Grocery Market
The Malaysian grocery landscape just changed forever. 🚨 Thai retail giant CP Axtra (the power behind Lotus’s) is officially acquiring 100% of The Food Purveyor for RM1.66 billion. 💰 By Q4 2026, the group will control 120 stores nationwide, blending the scale...
Dividends Dip, Payouts Surge as KWSP Assets Swell
The 2025 Employees' Provident Fund (KWSP) dividends experienced a slight decline to 6.15% for both conventional and syariah accounts. CEO Ahmad Zulqarnain Onn attributed this reduction to: 1. stagnant growth within the local stock market and the 2. strengthening of the...
Iran Conflict Sparks Oil Surge and Market Turbulence
Major News to Track on March 1, 2026: 1. US-Israel Strikes on Iran Escalate, Khamenei Reported Dead 2. Oil Prices Surge Amid Fears of Strait of Hormuz Disruption 3. Global Stock Markets Brace for Volatility Post-Iran Attacks 4. EPF Announces...
Friday's Roundup: Sunway IPO, Plot, Profit Swings
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
Malaysia’s Economy Faces Geopolitical Shock and Record IPO
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Key Market Moves to Watch on Feb 25, 2026
Major news to track on February 25, 2026: • US State of the Union: Trade Impact • Petros vs Petronas: Court Decision • Public Bank: FY2025 Results • Telekom Malaysia: Earnings Briefing • Inta Bina: Forecast Revision • Teamstar: ACE Market Debut Details here 🧵👇🏼
Islamic Finance Expert Charged; United Plantations Hits 120‑year Record
Additional Major Earnings News to Track on February 24, 2026: 4. Tan Sri Dr Mohd Daud Bakar charged with unlicensed securities dealing The renowned Islamic finance expert is accused of unlicensed dealing activities. 5. United Plantations posts best results in 120 years FY2025 earnings...
Key Earnings to Watch on Feb 24: Petronas, IOI, Construction Plan
Major Earnings News to Track on February 24, 2026 (Day 8 of Chinese New Year): 1. Petronas Dagangan Fiscal Performance 2. IOI Corp Quarterly Earnings Outlook 3. Construction Action Plan 2026-2030 Launch 🧵⬇️
Ghost Project Exposes Governance as C‑Suite Hedge
The RM400 million "ghost" project has finally caught up to the boardroom. For C-suite leaders, this isn't just news—it’s a masterclass in why governance is your only real hedge. Here’s the breakdown of the high-stakes charges against a former Telco MD. 🧵👇
Undervalued Malaysian Hospitality Stock Sees 35x Profit Surge
Is this the most undervalued hospitality play in Malaysia right now? 🇲🇾 While everyone is chasing speculative tech, a "quiet" company just reported a 35-fold quarterly profit jump. This isn't just growth—it’s a total operational takeover. 🧵 (1/5)
Sunway‑IJM Merger Threatens Malaysia’s Construction Competition
Is Malaysia about to witness a construction monopoly? A "too big to fail" monopoly. 🏗️ The proposed Sunway-IJM merger is under fire for its potential to stifle competition and inflate costs. Here is the 5-point TL;DR on why this deal needs a rethink. 🧵👇
Fuel Subsidy Masks Real Service Cost Surge
1.6% is a statistical illusion for the urban middle class While headline inflation is stable, the "unprotected" service sector is aggressive: Personal Care & Misc. → 6.6% Education → 3.2% Cause→Effect: Subsidized fuel (-0.7%) masks the reality of rising service labor costs. If you...
Malaysia Beats Forecast, Yet MSMEs Face Headwinds
Malaysia’s Economic Outlook & Risks Full-year performance exceeds government’s upper ceiling based on 4Q 2025 data Outperformance —► Hawkish BNM bias. Chatter of tougher operating conditions on the ground, especially for micro, small and medium enterprises (MSMEs) including F&B sector are leading many...
Key Market Moves: Listings, Earnings, Acquisitions, Renames
Major News to Track on February 13, 2026: 1. Hock Soon Capital Main Market Listing 2. LPI Capital FY2025 Results 3. Lotte Chemical Titan Full-Year Earnings 4. Oriental Holdings Hospitality Acquisition 5. Berjaya Land Corporate Renaming ↓↓↓
Yield‑Driven Value Replaces Price Focus in Malaysian Plantations
POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Khazanah Review Reveals Massive Shift in Malaysia’s Capital Trajectory
Khazanah just dropped their 2026 Annual Review today, February 10, 2026. And the numbers signal a massive shift in Malaysia’s capital trajectory. If you’re tracking the Ekonomi MADANI agenda or the RM100 billion GEAR-uP initiative, this is the breakdown you need. ↓↓↓