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Market Daily Report: Bursa Malaysia Ends Lower as Investors Eye US Data, BOJ Decision

KUALA LUMPUR, Dec 5 (Bernama) -- Bursa Malaysia closed lower on Friday amid mixed regional market performance as investors turned cautious over a possible rate hike by the Bank of Japan (BOJ) and upcoming US economic data that may influence the Federal Reserve’s (Fed) interest rate decision next week.   At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) pared most earlier losses to settle 4.55 points easier, or 0.28 per cent, to 1,616.52 from Thursday’s close of 1,621.07. The benchmark index, which opened 0.37 of-a-point lower at 1,620.70, moved between 1,609.67 and 1,621.25 throughout the day.  The broader market was negative, with decliners outpacing advancers 604 to 439. A total of 550 counters were unchanged, 1,151 untraded, and 18 suspended. Turnover declined to 3.17 billion units worth RM2.24 billion from 4.48 billion units worth RM2.75 billion yesterday. Rakuten Trade Sdn Bhd vice-presiden...
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Malaysia Corporate Wrap | Aug 26, 2025

 Investor Takeaway:

  • Bright spots: GDB, Kerjaya, Southern Cable, and Malayan Flour Mills delivered record or strong results with dividends, reinforcing themes of construction momentum, infrastructure demand, and consumer staples resilience.

  • Headwinds: Retail (AEON), transport/shipping (MISC, PetDag), and legacy media (Media Chinese) face structural challenges.

  • Strategic moves: Gamuda’s dual wins in highways and renewables, plus FGV’s delisting, point to long-term sectoral shifts in Malaysian infrastructure and plantations.

Consumer & Retail

  • AEON (KL:AEON) – Q2FY25 net profit slumped 55.9% YoY to RM12.3m, its weakest in nearly two years. Revenue slipped 2.1% to RM999.7m on weaker retail sales, partly cushioned by property management income. No dividend.

  • Ajinomoto (KL:AJI) – Q1FY25 net profit rose 27.7% YoY to RM24.2m, supported by higher sales (+5.5%) and lower input costs. No dividend.

  • Pecca (KL:PECCA) – Q4FY25 net profit fell 7.2% YoY to RM13.5m on temporary factory closures and softer sales volumes. Declared 1 sen dividend (payable Sept 26).

Insurance & Financials

  • Allianz Malaysia (KL:ALLIANZ) – Q2FY25 net profit jumped 28.2% YoY to RM214m on strong life and general segments. Revenue up 10.9% to RM1.5b.

  • Bank Islam (KL:BIMB) – Q2FY25 net profit down 8.3% YoY to RM127m due to NIM compression, impairments, and higher costs. Net income rose 10.7% to RM697m.

  • Capital Market Moves – FGV Holdings (KL:FGV) will be delisted on Aug 28, ending a 13-year Bursa tenure after FELDA completed its takeover.

Energy & Commodities

  • Elridge Energy (KL:ELRIDGE) – Q2FY25 net profit inched up 6.2% YoY to RM12.4m, driven by higher other operating income. Revenue steady at RM104m.

  • Hextar Global (KL:HEXTAR) – Q2FY25 net profit fell 16.8% YoY to RM15.9m on weaker specialty chemicals demand. Declared 0.5 sen dividend.

  • TH Plantations (KL:THPLANT) – Q2FY25 net profit rose 13.3% YoY to RM11.8m on stronger CPO and palm kernel prices/volumes.

  • MSM Malaysia (KL:MSM) – Narrowed Q2FY25 loss to RM29.7m vs RM32.4m a year ago. Higher sales volumes but dragged by lower average bulk prices.

Property & Construction

  • Gamuda (KL:GAMUDA) – JV with Naim clinched a RM1.13b Northern Coastal Highway contract in Sarawak. Separately, formed strategic tie-up with Petronas’ Gentari to develop 1.5GW solar + storage capacity for hyperscale data centres.

  • GDB Holdings (KL:GDB) – Q2FY25 net profit surged more than 5x to RM21.8m, revenue +288% to RM181m. Declared 0.5 sen dividend. Targeting RM1.8b new bids by 4Q.

  • Kerjaya Prospek (KL:KERJAYA) – Q2FY25 profit hit record RM54.4m (+46.8% YoY), revenue +36% to RM539m. Declared 3 sen dividend.

  • Haily (KL:HAILY) – Won RM50m subcontract for 136 terrace homes in Johor.

  • Plenitude (KL:PLENITU) – Q4FY25 profit jumped to RM31.2m vs RM1.4m a year ago, aided by property and hotel divisions.

  • Ivory Properties (KL:IVORY) – CEO Datuk Low Eng Hock resigned amid MBI scandal probe. Subsidiary Ivory Indah placed under receivership after CIMB loan default.

  • Magma (KL:MAGMA) – Chairman assisting in MBI probe; company says operations unaffected.

Industrials & Manufacturing

  • Hong Leong Industries (KL:HLIND) – Q4FY25 net profit rose 19.2% YoY to RM117.2m, supported by stronger motorcycle sales and FX-driven cost savings.

  • Malayan Flour Mills (KL:MFLOUR) – Q2FY25 net profit surged 49.1% YoY to RM28.1m on strong flour trading and turnaround at Indonesian JV. Declared 1.5 sen dividend.

  • Southern Cable (KL:SCGBHD) – Q2FY25 net profit more than doubled to RM31.6m, revenue up 34% to RM419m on higher volumes. Declared 1.2 sen dividend.

  • MN Holdings (KL:MNHLDG) – Q4FY25 net profit jumped 2.5x YoY to RM12.1m on substation engineering projects. Revenue +144% to RM179m.

Energy & Shipping

  • MISC (KL:MISC) – Q2FY25 net profit fell 14.2% YoY to RM464m on weaker gas and marine ops. Revenue down 18.3% to RM2.7b. Declared 8 sen dividend.

  • Petronas Dagangan (KL:PETDAG) – Q2FY25 profit slipped 3.9% YoY to RM266m, retail weakness offsetting commercial growth. Declared 22 sen dividend.

  • Petronas Gas (KL:PETGAS) – Q2FY25 net profit down 2.3% YoY to RM450m. Revenue -3.5% to RM1.6b. Declared 16 sen dividend.

Media & Others

  • Media Chinese (KL:MEDIAC) – Extended losing streak with 10th consecutive quarterly loss, net loss widened to RM7.4m on weaker ad revenue.

  • Pestec (KL:PESTEC) – Resolved RM17.5m legal dispute with ex-CEO and deputy chairman.

  • SD Guthrie (KL:SDG) – Appointed COO Mohd Haris Mohd Arshad as Deputy Group MD effective Sept 1.

  • Xin Synergy (KL:XIN) – Lodged police report against ex-directors over alleged irregularities in its moneylending operations.

  • Signature Alliance (KL:SAG) – Newly listed group posted RM6.8m Q2 net profit, down 57% QoQ.


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