Skip to main content

Featured Post

ECB Accelerates Risk Transfer Approvals to Boost Bank Efficiency

Streamlined SRT process aims to optimize capital management while ensuring resilience The European Central Bank (ECB) is set to  accelerate the approval process for Significant Risk Transfers (SRTs) , a move designed to improve capital efficiency for banks while maintaining financial stability. The ECB’s pilot program, scheduled to begin in early  2025 , will simplify procedures and reduce approval timelines, aligning with the growing demand for efficient capital allocation across European lenders. What’s Changing? The ECB, in collaboration with the  European Banking Federation , is introducing a pilot program to shorten the SRT approval process. The  notification period  for SRT transactions will be reduced from  three months to two weeks  before deal finalization. The  information submission  requirements will be streamlined to ease regulatory burdens for banks. These changes are expected to make  SRT transactions more attractive , all...

Key Corporate Update from Malaysia

TMC Life Sciences

  • CEO Dismissal: Wan Nadiah Wan Abdullah Yaakob confirmed her dismissal as CEO over alleged misconduct.
  • Response: Wan Nadiah denies allegations and plans to appeal the decision, stating no accusations of criminal breach, financial mismanagement, or integrity issues.

Banking Updates: CIMB, OCBC, Maybank

  • Panin Bank Stake: CIMB, OCBC, and Maybank are competing for a controlling stake in Indonesia’s Panin Bank.
  • Offers: Non-binding offers submitted by OCBC and CIMB, with Maybank working on a potential bid.

Gamuda and DNeX Collaboration

  • Google Cloud Partnership: Gamuda acquired a 20% stake in Cloud Space Sdn Bhd for RM18 million to tap into the RM36 billion technology services market.
  • Joint Venture: Partnering with DNeX to deliver Google Cloud services to Malaysian businesses and government agencies.

SkyWorld Development

  • Affordable Housing in Penang: Signed an agreement for Malaysia's largest affordable housing project worth RM13 billion.
  • Scope: Over 38,000 homes targeting the M40 group, priced between RM225,000 and RM420,000, with the first phase launching in 2026.

Mega First Corporation

  • Don Sahong Hydropower Project: Secured a five-year concession extension for its Laos-based project, extending the end date to 2049.
  • Capacity Boost: Added a fifth turbine generator to enhance power generation.

JHM Consolidation

  • Proton Contracts: Secured RM300 million worth of contracts to supply parts for Proton car models, with deliveries commencing in late FY2025.

MN Holdings

  • Data Centre Project: Awarded a RM162.59 million contract for a hyperscale data center in southern Peninsular Malaysia, expected to complete by July 2025.

PGF Capital

  • Kulim Hi-Tech Park Development: Acquired 9.6 acres for a mixed development project worth RM600 million, including condos, hotels, and commercial spaces, to be developed over six years starting 2026.

OCK Group

  • Solar Investment: Expanding renewable energy portfolio with a RM350 million investment in a large-scale solar plant in Malaysia through a partnership with Solarpack Asia.

Sunview Group

  • Solar Contracts: Secured RM196.1 million in contracts for two 40MWp solar power plants in Kedah. Project timelines not disclosed.

SNS Network Technology

  • Profit Surge: Reported a five-fold increase in Q3 net profit to RM10.2 million on improved margins, despite a 5.16% revenue dip. No dividend declared.

Takeaway:

The day’s highlights emphasize renewable energy investmentsregional banking moves, and major infrastructure projects, showcasing a dynamic and growth-focused business environment across various sectors.

Comments

Popular posts from this blog

特朗普考虑保罗·阿特金斯接任SEC主席,或推动加密货币监管转型

据彭博社报道,美国候任总统唐纳德·特朗普正在考虑由 保罗·阿特金斯 (Paul Atkins)接替即将卸任的证券交易委员会(SEC)主席 加里·根斯勒 (Gary Gensler)。阿特金斯以其支持数字资产的立场闻名,这一任命可能为SEC的加密货币监管政策带来重大转变。 事件概况 阿特金斯的背景 : 阿特金斯曾在乔治·W·布什政府期间担任SEC专员。他一直推动制定明确且平衡的加密货币法规,力求为金融科技创新提供支持。 行业经验 : 离开SEC后,阿特金斯领导了 Patomak Global Partners ,一家为主要金融公司提供咨询的机构。他主张简化监管流程以鼓励创新,同时确保市场完整性。 其他候选人 : 马克·乌耶达 (Mark Uyeda):现任SEC专员 希斯·塔伯特 (Heath Tarbert):前商品期货交易委员会(CFTC)主席 罗伯特·斯特宾斯 (Robert Stebbins):Willkie Farr & Gallagher LLP合伙人 特朗普的亲加密货币立场 特朗普承诺终结根斯勒领导下的SEC“反加密货币运动”。根斯勒的任期因FTX崩盘等丑闻后的强力执法而备受争议,被批评为给行业带来了不确定性。 阿特金斯的潜在任命与特朗普的目标一致,即在保障市场完整性的同时,通过更加友好的监管政策推动数字资产的发展。 接下来会发生什么? SEC主席的任命预计将在未来几天内敲定。如果阿特金斯接任,这将表明SEC将采取更注重创新的监管方式,为加密货币行业带来更大的确定性和发展空间。

INTC Share Watch and News

Stock Info Market Monitor Company Profile Intel Corporation designs, manufactures, and sells integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also offers system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. It also provides chipset products that send data between the microprocessor and input, display, and storage devices, such as keyboard, mouse, monitor, hard drive, and CD or DVD drives; motherboards that has connectors for attaching devices to the bus, and products designed for desktop, server, and workstation platforms; and wired and wireless connectivity products, including network adapters and embedded wireless cards used to translat...

Capital A 股价下跌,因外汇驱动的第三季度业绩低于预期

Capital A Bhd 在周五早盘交易中股价下跌7%,至1.01令吉,市值降至46亿令吉。这是由于其2024财年第三季度业绩未达到大多数分析师预期,尽管受益于外汇收益提振。 2024财年第三季度亮点: 核心税后及少数股东权益后亏损 (Latmi):  1.434亿令吉,令2024财年前9个月的税后亏损达到1.195亿令吉。 业绩未达  香港联昌投资银行(HLIB)预计的7.549亿令吉的税后净利(Patmi),但与市场普遍预测的4.59亿令吉税后净利一致。 剔除例外项目 (EIs):  共计12亿令吉,主要由于15亿令吉的外汇收益,但被递延税务损失部分抵销。 环比表现: 核心Latmi从上一季度的5,760万令吉恶化至1.434亿令吉,主要受以下因素影响: 季节性收益率疲弱; 成本增加; ADE MRO(维修、保养及翻修)业务因6个新机库的启动成本造成亏损。 未来展望: 预计2024财年第四季度表现将有所改善,得益于: 更高的机队容量; 季节性需求和收益率的改善; 喷气燃料价格下降及美元贬值; 来自新ADE机库的运营贡献。 待决事项: 航空业务出售:  正等待法院批准出售给亚航长途(AirAsia X Bhd, KL:AAX),预计在2025财年第一季度完成。 PN17状态:  出售后仍维持,预计在2025财年上半年完成相关解决方案。 联昌投资银行(HLIB)建议: 维持“买入”评级,目标价为1.68令吉,估值基于航空业务为68亿令吉,非航空业务为21.5亿令吉。 尽管短期面临挑战,Capital A 的长期增长前景依然受到更强的季节性表现和战略举措的支持。