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Stock Analysis
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.
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.
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