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Coastal Contracts Investor Briefing: Key Updates on 26 Dec 2025
Jan 2026 Site Visit to Farm Fresh with the Community; Coastal Contracts secured a US$1.14 bil (RM4.64 bil) Mexico contract, boosting its order book to RM7.4 bil. Key projects include a 2nd Papan Plant (COD Nov 2026) and a potential 2nd Perdiz Plant. Cash is prioritized for CAPEX, with payment risks mitigated via trust accounts.
COASTAL: Selling Below Net Cash but Still Growing
Coastal Contracts trades at 0.4x book value and 0.8x net cash (~RM950 million) following the successful collection of previously written-off receivables. Market sentiment is improving as major client PEMEX’s credit rating was upgraded to BB+ with stable outlooks. The company recently secured a US$1.14 billion (RM4.64 billion) gas project, boosting its total order book to RM7.5 billion through 2035. With RM190 million in new shipbuilding orders and a 25% JV dividend payout policy, COASTAL looks fundamentally undervalued.
Jaya Tiasa Q1FY26 Results Review: Printing Cash
Jaya Tiasa records a strong cash generative quarter with core profit remained stable, yet share price crashed -10%. Jaya Tiasa embarks on their replanting program, aiming to replant about 3.5% of their estate this year. In spite of that, management aims to increase FFB production to 1.1 mil MT of FFB for the full year by improving yields
![[Audio] Dutch Lady FY25Q3 Result: More accurate profits are starting to be reported](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/6eaa03ad-6882-46a6-8369-b364131fbce0/image.png)
[Audio] Dutch Lady FY25Q3 Result: More accurate profits are starting to be reported
Operating Profit rises over 20% as one-off transition costs taper off. It is likely for there to be no more one-off costs as the distribution center, which is the final phase of the development, has been fully completed in July. Another 25sen dividend is declared, bringing full year dividends to 50sen as usual.
Asia File Corporation: Profitable, Cash Generative, and Dividend Paying Company Trading Below Net Cash Value
In this article, let’s dive into a company that has a market capitalization that’s even lower than their cash on hand. Is the market being too pessimistic?
![[Audio] How to find the next 100 bagger in this AI Bubble](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/35b99780-912a-4050-ae5b-826907f7c7e4/image.png)
[Audio] How to find the next 100 bagger in this AI Bubble
Amid fears of an AI bubble, OpenAI is spending $1.4 trillion. We analyze their playbook using Peter Thiel’s "Zero to One" strategy, which argues "competition is for losers". Discover the 4 traits of a true monopoly and how OpenAI plans to break the Nvidia/TSMC chokehold to find its path to profitability. How similar concept can be used to find your next 100 bagger.
Hartalega: Can the Malaysian Glove Sector Turnaround from here?
Key takeaways from Hartalega’s investor briefing and AGM, including their market outlook. Near term remains challenging, but Hartalega is optimistic that demand will continue its healthy growth in the coming years. Still, there’s no solution to the oversupply situation yet
![[Audio] Genting aims to Takeover Genting Malaysia with RM2.35 Offer Price](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/8c46bd29-8fc2-4255-a87e-3979b72f93b9/image.png)
[Audio] Genting aims to Takeover Genting Malaysia with RM2.35 Offer Price
14th Community Meetup (25 Oct 2025 10am-1pm); GENM Shareholders may choose to sell their shares at or near the offer price when the market opens, offer their shares directly to GENTING by filling in the paperwork, or choose to not sell their shares and see what develops further
![[Audio] Q425 Market Outlook: Turning point in the market](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/bff1f7bc-2ea9-4f22-818d-327eb39067ea/image.png)
[Audio] Q425 Market Outlook: Turning point in the market
13th Community Meetup Slides & Recording. US & China market continues its rally. AI spending shifts to hardware and infrastructure. Watch out for for a debt-fueled bubble and US efforts to boost Intel's semiconductor role, benefiting Malaysia.