Malaysian Market Community

Hotel REIT valuation: Considering a spin-off of the hotel division, here's an assessment. Hotel profit has taken over the property development division.Read more

Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.Read more

Cape EMS Berhad has spent the past 18 months navigating one of the most challenging periods in its corporate history. A combination of earnings disappointments, sector-wide softness in electronics manufacturing services, and forced selling linked to margin calls on management shares pushed the stock down more than 70% from its peak above RM1.00.Read more

One quarter after the Paradigm REIT listing WCT’s balance-sheet will show the three malls (RM 2.4 bn) removed from investment properties, gross debt cut by about RM 1.3 bn and cash bolstered by the same amount before being used to repay loans, taking net debt from RM 2.0 bn to roughly RM 0.7 bn and leaving the group in a net-cash position with gearing close to zero; equity book value per share stays at RM 2.11 because the transfer is at carrying amount. The income statement will lose the malls’ rental stream (about RM 270 m revenue and RM 29 m EBITDA annually), but finance cost drops by roughly RM 60 m a year, so quarterly EBITDA falls by RM 7 m while interest expense falls by RM 15 m, leaving net profit slightly positive versus the prior run-rate; the next quarterly report will therefore show lower top-line, much lower debt, higher interest cover and a small uplift in recurring EPS.Read more

Yoong Onn Corporation Berhad (KLSE:YOCB , Ticker 5159) In the context of fluctuating consumer spending and changing retail trends, Yoong Onn Corporation Berhad (KLSE: YOCB) is establishing itself as a resilient entity in Malaysia’s home textiles sector. The company is currently trading at a significant discount compared to analyst fair value, providing potential investors with the opportunity for long-term capital growth, solid margins, and an increasing dividend yield.Read more

Duopharma Biotech Bhd (KLSE: DPHARMA, ticker 7148) Healthcare – Pharmaceuticals / Biotech Investment Review Recommendation: HOLD (Initiated) Key Metrics Company Overview Duopharma Biotech Bhd is a leading pharmaceutical manufacturer in Malaysia, involved in the research, development, manufacturing, and distribution of generic and specialty pharmaceutical products. Its operations span: Ethical Classic : General therapeutic generics (e.g., cardiovascular, anti-infectives) Ethical Specialty : Bio-similars for oncology, renal, and metabolic diseases Consumer Healthcare (CHC) : Notable OTC brands like Champs, Flavettes, and Uphamol As of 2025, it exports to multiple countries and operates from 3 GMP-certified manufacturing facilities.Read more

Company Background An investment holding company, manufactures, trades in, and retails jewelry, bullion, precious and semi-precious stones, and gold ornaments primarily in Malaysia. Their product range includes gold bars, notes, and coins; rings, couple rings, bracelets, pendants, necklaces, bangles, and earrings; white and rose gold, diamonds, pearls, jades, and personalized and fine jewelry.Read more

Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.Read more

In recent months, KJTS Group Berhad (KLSE: KJTS) has emerged as one of the more exciting small-cap growth stories on Bursa Malaysia. With a 106% share price surge over the past year and a 25% jump in just the last month, the market is starting to take notice – and rightfully so.Read more