Our community narratives are driven by numbers and valuation.
A1 A.K. Koh Group Berhad (A1AKK) delivered a resilient set of results for the nine-month financial period ended 31 March 2026, supported by stronger festive season demand and improving operational efficiency. While headline earnings declined year-on-year, the performance was largely affected by one-off listing expenses following its ACE Market debut, indicating that the group’s core business remains on a positive growth trajectory.Read more
AS ONE just put up a record year, but it signals a pause as it spends more on new facilities, logistics, and marketing to fuel the next leg of growth. The key question is whether these investments and a lift in demand for certain consumables can turn into stronger profits in the years ahead.Read more

Pan Merchant Berhad (“PMI”) reported a softer start to FY2026 as revenue declined 41.5% YoY to RM15.99 million, mainly due to weaker hermetic filter deliveries from the Americas and slower filter press demand from Indonesia amid cautious customer capital expenditure spending. The Group recorded a loss before tax (“LBT”) of RM5.16 million versus a profit before tax (“PBT”) of RM1.01 million a year earlier.Read more
Tencent leans on Weixin, games, fintech, workplace tools, and its in-house AI to open up new ways to sell ads, services, and digital products across its ecosystem. But it also faces growing pressure from regulators, rivals, and geopolitical headlines that can quickly shake investor confidence.Read more
IJM’s latest results look ugly on the surface, but much of the pain comes from one-off setbacks rather than weaker day-to-day business. With construction activity picking up, a large pipeline of contracted work, and demand tied to infrastructure and data centres, the case now hinges on whether those unusual hits fade and the core business shows through.Read more
A little-known Sri Lankan property owner sits behind two major Colombo landmarks, with mall and office space that could bring in more rent over time. The catch is the share price has already jumped recently, so timing and uncertainty could matter as much as the buildings themselves.Read more

Nova Ljubljanska Banka aims to grow its core income and profits over the next few years, helped by tighter costs and a bigger push into fee-based services and possible acquisitions. The big question is whether it can keep earning strong returns as lending conditions change, and whether expansion into nearby markets could unlock a new phase of growth.Read more
Rating: Speculative Buy / Execution-driven moonshot Style: Pre-scale space and telecom infrastructure growth Core debate: Is AST SpaceMobile building the first truly valuable space-based cellular broadband network for ordinary smartphones, or is the stock already pricing in a near-perfect rollout of a technically ambitious and capital-intensive business? Executive view AST SpaceMobile is one of the most ambitious infrastructure stories in the market.Read more
ASM Automation Group Berhad delivered a softer set of results for FY2026 as project deliveries and customer capital expenditure activities slowed during the year. However, the group's latest performance should also be viewed in the context of its recent ACE Market listing and ongoing investments to support future growth in Malaysia's expanding industrial automation sector.Read more