MY晨间简报 | 砂拉越成为安联银行的最大股东，持股31.25%

周五市场上涨，因为美联储最喜欢的通胀衡量方法的年度增长率自2021年以来达到了最低水平：2.2％。这种力量体现在罗素2000和道琼斯工业平均指数中，但随着科技股下跌和中国股市回落，市场的其他部分感到疲软。

科技和材料股拖累了纳斯达克和标普500指数，在标普500指数周四创下交易和收盘新高后仍然下跌。周五下午4点过后，东部时间， $标普500指数 (.SPX.US)$ 交易-2个基点， $道琼斯指数 (.DJI.US)$ 上涨了0.48％，而 $纳斯达克综合指数 (.IXIC.US)$ 下跌了0.25%。

人力资源部长史蒂文·慈江宣布了一项对人工智能（AI）对马来西亚就业市场影响的深入研究，重点关注10个战略领域。 该部门进行的这份全面报告旨在塑造未来三到五年的工作岗位和技能发展。 分析的行业包括信息和通信技术，全球商业服务，航空航天，食品制造和服务，批发贸易和零售。 此外，研究还涵盖了电子和工程，制药制造，医疗器械，能源，化工，电力，海洋和离岸工业，旅游，酒店和住宿。

住房和地方政府部（KPKT）致力于通过'马达尼存款'计划帮助年轻成年人购买首套住房。针对年龄在21岁至40岁之间的个人，'马达尼存款'是KPKt向2025年财政预算建议的33项计划之一。8月21日，KPKt向财政部呈交了这33项计划，总额近1亿林吉特。这些计划旨在改善公共福利，包括建立100个马达尼休闲公园，'马达尼存款'，水库的改造，电子买卖协议的实施和电子印花税。

砂拉越已经升至最大股东的地位 $AFFIN (5185.MY)$，现在持有31.25%的股份。星期五，该州的实体SG Assetfin Holdings Sdn Bhd与亚青银行（Affin Bank）的两位现有股东，陆军退休金基金局（LTAT）和宝德新加坡控股有限公司达成了股权购买协议。该协议将砂拉越的股份从4.8%增加到31.25%，标志着其投资组合的重大增强。

$GAMUDA (5398.MY)$ 已获得一项价值2.43亿澳元（7020万令吉）的施工合同，用于在澳大利亚昆士兰州的博尔德克里克风力发电场的开发。据公司声明，该项目将包括38台涡轮机，总容量为228兆瓦，预计将于2027年开始运营。首次现场准备工作计划于2024年底前开始，从2025年初到中期逐步加速。该合同是Gamuda在澳大利亚子公司Dt Infrastructure Pty Ltd与Aula Energy Holdings Pty Ltd和CS Energy Ltd达成的。

$HTPADU (5028.MY)$ 将收购私人持有的Souqa Fintech Sdn Bhd30%的股份，金额为1617万令吉。HeiTech的子公司Synergy Grid Sdn Bhd已签署了股份认购协议，以每股1.50令吉的价格购买Souqa Fintech的1078万新普通股。Souqa Fintech经营综合在线付款平台，拥有伊斯兰支付网关“PayHalal”，此项投资将由HeiTech Padu的1100万元现金支持，其余的517万元通过发票解释所需服务来自Souqa Fintech。目前，Asad Capital Sdn Bhd持有Souqa Fintech的58.29%股份，而Crescent Capital Sdn Bhd拥有16.7%。

Specializing in mechanical and electrical (M&E) services, $BINTAI (6998.MY)$ is intensifying efforts in its construction division as part of its regularization strategy to exit its Practice Note 17 status. The company plans to allocate over 25% of its net assets to this division, expecting it to contribute significantly to future net profits. The focus will be on M&E engineering and construction to improve business performance. Additionally, Bintai Kinden is proposing a share capital reduction to eliminate up to RM16000万 in accumulated losses and enhance financial standing, alongside a private placement of up to 24400万 new shares, aiming to raise RM1950万 for debt repayment and operational capital.

$KMLOONG (5027.MY)$ reported a 8.9% decrease in net profit for its second quarter ending July 31, 2024 (2QFY2025), totaling RM3950万, down from RM4335万 a year earlier, due to lower contributions from palm oil milling operations impacted by reduced crude palm oil extraction rates. Despite this, revenue increased by 5.3% to RM40594万 from RM38561万. The company has announced an interim single-tier dividend of five sen per share, payable on November 13.

$PGB (0091.MY)$ is proposing a private placement to raise up to RM825万 for business expansion and to support new projects, involving the issuance of up to 6759万 new ordinary shares, about 10% of its issued shares. Concurrently, the group is increasing its stake in majority-owned subsidiary Best Wide Engineering (M) Sdn Bhd (BWE) to 90% from 51% for RM619万, enhancing its capacity in engineering and construction services for the oil and gas sector.

$CRESNDO (6718.MY)$ net profit for the second quarter ended July 31, 2024 (2QFY2025) skyrocketed over 30 times year-on-year, powered by significant land sales linked to data centers in Nusa Cemerlang Industrial Park, Johor. The net profit reached RM14084万, compared to RM428万 in the previous year. Revenue also saw a substantial increase, rising more than fivefold to RM32146万 from RM6112万. The company declared an interim dividend of one sen per share and a special dividend of five sen per share, payable on November 13.

$PTRB (0260.MY)$ 与中国海洋交易（福建）外贸服务有限公司（Ocean Exchange）合作的马来西亚东海岸国际供应链智慧园项目在彭亨关丹被终止。该项目旨在促进马来西亚与中国的双边贸易。尽管遭遇挫折，Pt Resources报告其截至2024年4月30日的第一季度净利润增长5.75％（2025财年第一季度），达到496万林吉特，这归因于来自中国的需求增加。