- So, this is adulting by DoitDuit
- Topics
- Stock Analysis
![OSK Holdings Berhad Analysis: Best performing large-cap stock in 2025? [Audio]](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/7ddf852a-2206-4e03-b250-6367490a0d88/image.png)
OSK Holdings Berhad Analysis: Best performing large-cap stock in 2025? [Audio]
OSK share price +148% for the past 5 years with its Financing business and Cable Manufacturing business growing strong; 2nd biggest shareholder of RHB generates >RM100 mil of dividends in cash for OSK every year
Dutch Lady Milk: 60-year-old factory replaced with brand new integrated facility; Takeaways from the AGM and Investor Day
Dutch Lady just completed RM600 mil CAPEX over the last 6 years to build and relocate to their new plant, which has double the production capacity of their former plant, with potential to double it again if the need arises. Hints at resuming higher dividend payout as no more major CAPEX is planned in the near future.
Yinson 2025 Annual General Meeting Notes
Yinson on track for all operating segments to be EBITDA positive by 2027 amid transition from EPCIC to operational assets: Stronger operating cash flow; Refinancing of projects, Growing strong in renewables, Increasing shareholder returns.
Yinson Holdings Business Analysis: World’s 2nd Largest FPSO
A deep dive into the largest FPSO company in Malaysia and 2nd largest in the world, with potential of US$1 billion future annual cashflow. Also include our comments on the potential buyout offer with 11-38% upside, if the deal goes through.
Quick thoughts: Google I/O, Jaya Tiasa Q325 Result
Register for the next community meetup in June 2025! Sam Altman views Google as OpenAI's top AI competitor. Our view on Google's I/O 2025 that showcased AI Search enhancements, Veo 3 video, Gemini Live and Android XR. Separately, Jaya Tiasa announced Q325 result with nearly debt-free with strong cash holdings, and our view on its new venture.
