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Stock Analysis
Record Profits at Historic Low Valuations: Is Carlsberg Malaysia Mispriced?
A high-quality, cash-generative beer franchise faces a mature and increasingly regulated Malaysian market. Can its modernised brewery, premium brands and regional export opportunities offer a different path forward?
Yinson FY2026 AGM: The FPSO Transition is Complete. Here Comes the Cash Flow
Management provided greater clarity on debt, cash flow, future FPSO awards and capital allocation, strengthening the long-term outlook despite recent share price weakness. Q1FY2027 results strengthened the cash flow thesis, with USD174 million positive OCF in one quarter.
Worst Profit in >10 Years, but Rises 4% the Next Day
Net profit was dragged down by write-offs and FOREX losses. But management has a plan for value unlocking, disposing non-core assets, and exiting loss-making segments. Management projects up to RM3 billion in capital returns in the next 3 years if their plans are successful.
