- So, this is adulting by DoitDuit
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Dutch Lady FY25 Review: Strong Performance; FY26 will be Full Year of New Plant Operation
Dutch Lady Hits Record High Yearly and Quarterly Revenue but Profit dragged by Tax provisions. Outlook remains positive as FY2026 will see the full benefits of their 6-year CAPEX being realized. Middle East crisis is expected to raise costs, but near-term supplies remain secured and manageable. Cost impact may be seen in 2H2026, but the situation is still fluid.
Oil and Gas: Growth is Back on the Menu
A decade of underinvestment and a changing demand narrative could tip the balance for this unloved sector. Oil and Gas demand is projected to continue growing until 2050s while supply has started to stagnate or even gone past peak. Knee-jerk geopolitical tensions aside, the O&G sector as an investment has the potential for multi-year recovery into growth once again.
Defensive Monopoly Riding Secular Growth Trend: PBA (Perbadanan Bekalan Air Pulau Pinang)
PBA is hitting a historic growth inflection point. With the new Tariff Setting Mechanism ending a decade of stagnation, this defensive utility monopoly is poised for record profits as it fuels Penang’s booming semiconductor hub. Is PBA an undervalued gem or a looming value trap?
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.