2024 can be considered a big year for contracts, with MCM contracts being issued one after another in Datacenter, government Infrastructure, and national Oil & Gas fields. Many companies' contracts have thus reached historic highs, but the construction sector is happy, while the stock prices of the Oil & Gas sector are sad.
This film will follow up with everyone about the 8 companies breaking historical record highs in contracts.
$GAMUDA (5398.MY)$ $DAYANG (5141.MY)$ $UZMA (7250.MY)$ $SLVEST (0215.MY)$ $MNHLDG (0245.MY)$

The technology sector in Malaysia has been in a downturn for 3 years. Will 2025 finally bring a turning point? Which companies have seen the light, which companies have seized the dividends of AI? Which are the richest companies? Keep reading to find out!
$INARI (0166.MY)$ $MPI (3867.MY)$ $PENTA (7160.MY)$ $FRONTKN (0128.MY)$ $GREATEC (0208.MY)$ $MI (5286.MY)$ $KESM (9334.MY)$

QL has been listed on the Malaysian stock market for 24 years, maintaining the myth of continuous revenue growth. Will it continue to grow under the drive of FamilyMart and BMGREEN in the future?
$QL (7084.MY)$ $BMGREEN (0168.MY)$

Top 10 profitable Sarawak companies.
Malaysia's Budget2025 hits a new historical high, Sarawak included, with more than two-thirds allocated for development expenses. In addition, this video will also list 10 outstanding performance companies in Sarawak and discuss them one by one.
$SOP (5126.MY)$ $JTIASA (4383.MY)$ $TAANN (5012.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $HARBOUR (2062.MY)$ $SYGROUP (5173.MY)$ $IBRACO (5084.MY)$ $PANSAR (8419.MY)$ $TAS (5149.MY)$

#Which oil & gas stocks in Malaysia will benefit?
According to The Edge report, insiders share that PETRONAS will distribute RM8 - 10 billion worth of MCM contracts over a 5-year period. It is expected to have 15 - 16 packages, with 6 listed companies expected to secure contracts.
On October 30th, DELEUM has already secured 2 oil & gas MCM contracts, who will be awarded contracts next?
$DELEUM (5132.MY)$
$DAYANG (5141.MY)$
$PENERGY (5133.MY)$
$T7GLOBAL (7228.MY)$
$CARIMIN (5257.MY)$

Petros to allocate RM40 billion for capital expenditure over the next five years.
There were previous reports that PETRONAS would be distributing contracts worth RM70-90 billion, and companies awarded these contracts will have $T7GLOBAL (7228.MY)$ $DELEUM (5132.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $SAPNRG (5218.MY)$ $CARIMIN (5257.MY)$
DELEUM has already been the first to receive two contracts awarded by the national oil company on October 30th, and it is believed that other oil & gas companies will also gradually receive them. Although the margins for the MCM contracts are not high, they are expected to provide consistent income to these oil & gas companies.
PETROS's headquarters are in Sarawak, and there is a high probability that future CAPEX will be awarded to companies in Sarawak. The main oil & gas companies from Sarawak are DAYANG and PENERGY. $KKB (9466.MY)$ There may also be indirect benefits.
To gain a better understanding of the development in Sarawak, everyone can watch the following video for more information.

$SDG (5285.MY)$
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...

10 high dividend cash crop stocks. $INNO (6262.MY)$ $HSPLANT (5138.MY)$ $JTIASA (4383.MY)$ $TAANN (5012.MY)$ $SOP (5126.MY)$ $UTDPLT (2089.MY)$ $CHINTEK (1929.MY)$ $SWKPLNT (5135.MY)$ $KMLOONG (5027.MY)$ $MHC (5026.MY)$
After experiencing explosive profits in 2021-2022, many high-quality planting stocks successfully reduced debt. Transforming into refined cash companies has also increased dividends, and the valuation is not expensive.
✅What causes CPO prices to remain high?
What are the differences between the current planting stocks and those from 10 years ago?
You will understand after watching this video!