Defensive Play in Focus for Malaysian Investors
• Overnight, U.S. stock markets suffered a brutal selloff, with major indices plunging deep into the red. The Dow Jones Industrial Average tumbled 2.08%, while the S&P 500 slid 2.69%. The Nasdaq Composite took the hardest hit, sinking 4.0%, as rate-sensitive technology stocks bore the brunt of the selloff.
• The steep market decline reflects a cascading effect of mounting conc...

We attached this chart for ChatGPT to study and provide some insights on the technical movement, here’s the reply:
TANCO (2429) currently trades at RM1.88, exhibiting positive momentum with a daily increase of 2.17%. The chart demonstrates a well-established bullish trend over the medium term, with the stock price consistently trading above its moving averages, signalling strength in the underlying price movement.
Recent pr...

Executive Summary
Wawasan Dengkil Holdings Berhad ("Wawasan Dengkil" or "the Group"), established in 2003 and headquartered in Dengkil, Selangor, Malaysia, is primarily involved in earthworks and civil engineering construction services, complemented by the trading of construction materials and provision of construction machinery and commercial vehicles for hire.
Business Segments and Revenue Breakdown
For the Financial Period Ended 3...

Executive Summary
Northern Solar Holdings Berhad is poised to be a key beneficiary of Malaysia’s accelerating transition towards renewable energy. As a leading solar engineering, procurement, construction, and commissioning (EPCC) player, the company has demonstrated industry-leading margins, strong financial growth, and an expanding footprint in large-scale solar (LSS) projects.
With the price of solar panels at historical lows (albeit rebo...

Sern Kou Resources Berhad (BURSA: 7180) is showing clear signs of recovery, as reflected in its Q2 FY2025 financial results. Despite challenges from supply chain disruptions, particularly due to severe floods in Kelantan, the company has managed to improve profitability, demonstrating better cost control and operational efficiency.
For the quarter ended 31 December 2024, revenue stood at RM106.08 million, a 10% decline year-on-year from RM117...

MAGMA Group (MAGMA, 7243)The performance in the fourth quarter of the 2024 fiscal year is quite intriguing, with annual revenue increasing by 24.04% to 17.81 million Ringgit. Among them, the hotel business became the main growth driver, benefiting from the recovery of the tourism market and the successful integration of WOLO Kuala Lumpur Hotel, with revenue in this Sector increasing significantly by 136% to 28.54 million Ringgit.
From an overall performance perspective, MAGMA is gradually overcoming the impact of the pandemic and actively adjusting its Business structure to adapt to market demands.
The hotel Operation Sector performed particularly well. In the fourth quarter of the 2024 fiscal year, revenue for this business increased to 8.29 million Ringgit, a year-on-year growth of 143%. This growth was mainly benefited from the increase in occupancy rates, especially after the visa policy for Chinese tourists was relaxed, which drove the rise in the average revenue per available room (RevPAR) of the hotels.
Moreover, since the WOLO Kuala Lumpur Hotel was incorporated into the MAGMA system, its operational performance has continued to improve, becoming an important support for the company's growth, with the hotel business reporting a Net income of 1.92 million Ringgit.
Meanwhile, the hotel management Sector also showed significant improvement. The business recorded a Net income of 0.63 million Ringgit in the fourth quarter, successfully turning around from a loss of 40.26 million Ringgit in the same period last year. Although revenue for this quarter decreased from 1.28 million Ringgit to 0.72 million Ringgit, management's optimization of cost control restored the profitability of the business. From the whole year...

KGW Group Berhad (“KGW”) has been thriving in the logistics sector with its impressive financial turnaround and strategic business expansion. The company’s fourth-quarter results for 2024 signal strong revenue growth and a remarkable recovery in profitability, reinforcing its position as a rising player in the industry.
The company reported a revenue of RM28.48 million for Q4 FY2024, reflecting a robust 63.5% year-on-year increase from RM17.42 ...

Minox International Group Berhad (MINOX, 0288) outperformed consensus forecasts in Q4 2024, delivering record-breaking earnings amid strong demand from the food & beverage (F&B) sector.  MINOX posted a profit before tax (PBT) of RM3.05 million, a stark turnaround from a loss of RM1.17 million in Q4 2023. The bottom-line performance exceeded analyst expectations, primarily driven by higher-than-anticipated margins and reve...

Systech Bhd has emerged as one of the most compelling turnaround stories in the technology sector, delivering a staggering 197% year-on-year (YoY) revenue growth in Q3 FY2025. The company reported revenue of RM23.998 million, a massive increase from RM8.082 million in the same quarter last year.
More importantly, it returned to profitability, recording a profit before tax (PBT) of RM1.165 million, compared to a loss of RM1.254 million in Q...

Orgabio Holdings Berhad (MYX: ORGABIO), a leading instant beverage premix manufacturer, has demonstrated strong revenue growth in Q2 FY2025, expanding by 36.2% year-on-year and 8.4% quarter-on-quarter. Despite cost pressures on profit margins, the company’s expansion strategy, increasing demand, and ongoing production capacity upgrades position it for future growth.
A discounted cash flow (DCF) valuation estimates the intrinsic value...