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Showing posts from February, 2026

Bursa Announcement (Just the Important Stuff — Easier to Read!) 10 Feb 2026

Too many Bursa announcements & News, too little time. We filter the noise and bring you only important updates that matter.

Bursa Announcement (Just the Important Stuff — Easier to Read!) 9 Feb 2026

Too many Bursa announcements & News, too little time. We filter the noise and bring you only important updates that matter.

3 Mins Daily Headlines: Global Market Overview 9 Feb 2026

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Global Market Summary Date: February 9, 2026 | Status: Market Update 1. The "SaaSpocalypse" – AI Disrupts Global Software Trend: Major software stocks like Unity (-43%) and AppLovin (-37%) have plummeted in early 2026. The Shift: Market perception has changed from AI being a growth booster to a disruptor, following the launch of tools like Google’s Project Genie . Outlook: Software with "weak moats" is at risk, while high-quality mission-critical tools may be integrated into AI agent platforms. 2. Global Manufacturing – New Orders Gaining Momentum USA: January PMI surged to 52.6 (up from 47.9), marking its highest level since August 2022. Taiwan: Hit 57.2, the fastest expansion since 2022, driven by powerful AI and tech demand. China: Official PMI remains at 49.3 (contraction), though high-tech manufacturing continue...

Bursa Announcement (Just the Important Stuff — Easier to Read!) 6 Feb 2026

Too many Bursa announcements & News, too little time. We filter the noise and bring you only the important updates that matter.

3 Mins Daily Headlines: Bursa Malaysia Market Overview 6 Feb 2026

A fast 3-minute scan of today’s Bursa Malaysia headlines — key sectors, risks, and investor signals you should not miss.

Bursa Announcement (Just the Important Stuff — Easier to Read!) 5 Feb 2026

Bursa Announcement Bursa Malaysia Highlights – 5 Feb 2026 | Contracts, Corporate News Sunview to diversify via acquire two solar power plants for RM125mil KJTS says Malakoff Utilities purchase deal has officially lapsed TPTEC proposes one-for-one bonus issue Contract Award Haily Group wins RM48.21mil contract from Gunung Impian Hi Mobility bags RM78.15mil intracity bus project in Johor Keyfield signs RM70.7mil shipbuilding contract with Chinese firm OXB secures second data centre project worth RM4.8mil AMEREIT Posted on 05-Feb-26 12:00 AM Title: OTHERS Remark: AME Real Estate Investment Trust ("AME REIT") Listing of and quotation for up to 30.0 million units in AME REIT to be issued as payment of management fees to I REIT Managers Sdn Bhd (''Manager'') on a staggered basis ("Approved Manager's Units") View Document #AMEREIT ASDION Posted on 05-Feb-26 ...

3 Mins Daily Headlines: Bursa Malaysia Market Overview 5 Feb 2026

3-Min Daily Headlines Date: February 5, 2026 | Market: Bursa Malaysia (KLCI) 1. Solarvest (SLVEST: 0215) – Buying Early to Save Money Headline: Solarvest Locks in Prices to Avoid Rising Solar Costs. Key Facts: The company signed a massive deal to buy solar panels at a fixed price last year. This move protects them from recent global price hikes and tax changes in China. Impact/Significance: They won't have to worry about rising costs eating into their profits, giving them a big advantage over competitors who didn't buy ahead. 2. Timberwell (TIMWELL: 7854) – 90 Sen Takeover Offer Headline: Major Shareholder Makes a Move to Take Over Timberwell. Key Facts: New major shareholder Wong Wai Foo is offering to buy out the rest of the company at 90 sen per share after increasing his own stake. Impact...

[Massive SellOff Analysis] Bursa 5 Feb 2026

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Zetrix gapped down this morning, but this is not a stock-specific sell-off. The weakness is market-wide across Bursa. Sharp eyes will notice money flowing into defensive stocks — banks, REITs, and palm oil. This isn’t a doomsday sell-off, just a normal fund rotation. No need to panic. US tech sell-off isn’t random — it started with AI ROI concerns and triggered a full risk-off chain. Malaysia tech got hit as spillover, while funds rotated defensive. Visual flow + breakdown here  1. Global Tech: Alphabet's AI Spending Shock Headline : Alphabet (Google) 2026 Capex projected to hit US$185 Billion , nearly double previous year. Key Facts : While Google Cloud revenue surged 48%, Alphabet’s management shocked markets by forecasting capital expenditure between US$175B–$185B for 2026, far exceeding the US$119B analyst consensus. This massive spend on AI infrastructure has sparked immediate concerns regarding profit margins. Impact/Significance : The "AI Payoff" timeline is be...

Bursa Announcement (Just the Important Stuff — Easier to Read!) 4 Feb 2026

Bursa Announcement Bursa Announcement Highlights – 4 Feb 2026 | Contracts, Corporate News Contract Award BNASTRA bags RM503m Data Center contract from Exsim Sri Permai Sdn Bhd SCGBHD bags RM121m Optional contract from TNB ADVCON Posted on 4-Feb-26 Title: MATERIAL LITIGATION Remark: ADVANCECON HOLDINGS BERHAD ("ADVANCECON" OR "THE COMPANY") SHAH ALAM HIGH COURT CIVIL SUIT NO. BA-23NCVC-24-04/2021 ZETI ISMRIZAN BINTI ISA & 5 ORS ("PLAINTIFFS") VS. SPRING ENERGY SDN BHD ("DEFENDANT") View Document #ADVCON ALAM Posted on 4-Feb-26 Title: PRACTICE NOTE 17 / GUIDANCE NOTE 3 : MONTHLY ANNOUNCEMENT View Document #ALAM AMEREIT Posted on 4-Feb-26 Title: Income Distribution View Document #AMEREIT ANALABS Posted on 4-Feb-26 Title: OTHERS Remark: ANALABS RESOURCES BERHAD ("ANALABS" or "the Company") - PURCHASE OF QUOTED SECURITIES View Document #ANALABS ...

3 Mins Daily Headlines: Bursa Malaysia Market Overview 4 Feb 2026

3 Mins Daily Headlines Date: February 4, 2026 | Market: Bursa Malaysia 1. Southern Cable (SCGBHD: 0225) – TNB Contract Hits RM524m Key Facts: Secured a RM121.1m variation order for TNB underground cables, raising the total contract value to RM524m. Impact: Strong earnings visibility for FY26 driven by national utility infrastructure demand. 2. IOI Properties (IOIPG: 5249) – RM740.68m Land Sale Key Facts: Selling 136 acres of industrial land in Banting for RM740.68m following the launch of its GreenRE industrial park. Impact: Strategic monetization of land bank to strengthen balance sheet and fund future growth. 3. Binastra Corp (BINASTRA: 7172) – RM503m Data Centre Win Key Facts: Secured a RM503m DC contract in Cheras; total order book reaches a record RM7 billion. Impact: Solidifies Binastr...

Bursa Announcement 3Feb26 (Just the Important Stuff — Easier to Read!)

Bursa Announcement Bursa Malaysia Highlights – 3 Feb 2026 | Contracts, Corporate News GuocoLand privatization at RM1.10 per share Emico fire incident – operations at Emico Penang Plant 2 temporarily halted MISC secures 20-year LNG shipping contract from PETRONAS LNG PGB in pact with Sabah Energy & Reservoir Link to potentially build gas power plant Mlabs shares to be suspended Feb 10 for missing annual report deadline Contract Award AME Elite bags RM214.1m contract from Malaysia Airports (aircraft engine test facility) PTARAS bags RM35.5m contract for Sarawak bridge project PTT bags RM24m earthwork contract from Sime Darby Property AJIYA Posted on 03-Feb-26 12:00 AM Title: OTHERS Remark: AJIYA BERHAD ("AJIYA" OR "THE COMPANY") - DEALINGS IN QUOTED SECURITIES PURSUANT TO PARAGRAPH 9.20 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD View Document ...