Capital Goods Malaysian Community

Flexidynamic Holdings Berhad (KLSE: FLEXI) sits in an unusual position in Malaysia’s industrial landscape: not a glove manufacturer, not a commodity producer, but a quiet enabler whose fortunes are structurally tied to the recovery of the glove sector. While most investors remain fixated on headline glove names and their volatile earnings swings, Flexidynamic operates further upstream, supplying automation and engineering solutions that glove makers only commit to when they are confident enough to reinvest.Read more

Tanco Holdings Bhd (MYX: TANCO) is showing promising signs of a bullish turnaround following a brief consolidation phase. The stock, which has been in a strong uptrend since early November, recently bounced off key support levels, signaling renewed buying interest and suggesting that the market remains confident in its near-term upside.Read more

Sorento Capital Berhad delivered a resilient start to FY2026 with its first-quarter results reflecting stronger profitability despite a marginal softening in revenue. The Group recorded revenue of RM44.09 million, slightly lower by 2.13% compared to RM45.05 million in the corresponding quarter last year, mainly due to a modest decrease in sales from both dealer and project channels.Read more

Rating: HOLD Tanco Holdings Berhad (KLSE: TANCO) delivered a stable start to FY2026 with Q1 results that underline the Group’s operational resilience and improving revenue visibility. For the quarter ended 30 September 2025, the Group recorded revenue of RM49.57 million, more than double the RM19.64 million posted a year ago, mainly driven by stronger activity in construction and construction materials trading.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

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

Bintai Kinden Berhad (Bursa Malaysia: 6998), a prominent player in the engineering services sector of Malaysia. The company specialises in engineering services and has expanded its operations through various subsidiaries, including Kejuruteraan Bintai Kindenko Sdn Bhd and Johnson Medical International Sdn Bhd.Read more

Renewable Energy in Malaysia and ASEAN Region Catalysts 1. Samaiden (KLSE: 0223) is an engineering, procurement, construction and commissioning (EPCC) company of solar photovoltaic systems and power plants in Malaysia.Read more