5G Shake-Up, IPO Delays & Energy Deals Dominate | Malaysia Daily Financial News Digest 15th May 25

In today’s episode of Malaysia Money Matters, we unpack a wide range of stories—from Sapura Energy’s high-stakes restructuring and DNB’s reshaped 5G ownership to Malaysia’s energy ambitions and global shifts in EV, oil, and semiconductor policy. A snapshot of how local corporate moves are intertwined with global economic tides. 

🇲🇾 Malaysian Company & Market News

🔹 AwanBiru Gets RM201M Settlement
Final settlement from the government ends a 7-year SKIN project dispute, clearing the way for future growth.

🔹 Cuckoo’s IPO Faces Market Headwinds
Price may be revised down to RM1.10/share; listing delayed to June 24 amid weak IPO sentiment.

🔹 DKSH Posts Strong Q1
Net profit up 19.1% on record revenue; boosted by consumer goods and healthcare, but flags policy risks ahead.

🔹 DNB Restructures: U Mobile Exits
U Mobile sells stake for RM100K; MOF Inc. now holds 41.67%—clears path for dual 5G networks in Malaysia.

🔹 Keyfield Eyes Indonesia Expansion
Signs MOU with PT Elnusa Trans Samudera for marine oil & gas services; regional play after FY24 profit doubled.

🔹 MCE Partners with China Firms
Joins Cheling Smart Mobility and Wuhu Atech to support Chery’s Malaysian operations; boosting local auto parts ecosystem.

🔹 MN Holdings Hits Record High
Initiated with 'Buy' by Maybank IB; seen as a utilities infrastructure proxy with RM1.16B order book and huge growth potential.

🔹 Sapura Energy’s PN17 Exit Plan
Proposes 99.99% capital reduction, debt restructuring; MOF could become top shareholder via RM1.1B injection.

🔹 MSCI Review Drops 6 Malaysian Stocks
BAT Malaysia, Pentamaster, D&O Green, Sports Toto, UWC, Dayang Enterprise out of small-cap index; potential passive outflows.

🔹 Signature Alliance Launches ACE IPO
RM161.2M to be raised at 62 sen/share; funds to support expansion and loan repayments ahead of June 5 listing.

🔹 Steel Hawk Doubles Q1 Profit
Solid Petronas-linked work boosts earnings; EPCC division contributes 96.4% of revenue, outlook remains bullish.

🔹 Sunway REIT Delivers Q1 Growth
Net property income up 20.4%, retail revenue jumps 33.3%; warns of risks from tariffs, SST, and fuel subsidy reforms.

🔹 TNB & Malakoff Front-Runners for Gas Tender
Malaysia’s first new thermal plant in 9 years; driven by massive data centre energy demand—5GW shortfall forecasted by 2030.

🌍 Global Trends & Their Impact on Malaysia

🌐 CATL’s Hong Kong IPO Defies Trade Tensions
China’s battery giant may raise over US$4B—potentially 2025’s biggest IPO despite US scrutiny.

🚘 EV Forecast Tweaked by IEA
Lowered US EV growth forecast dampens oil displacement projection; Southeast Asia sees upward revisions.

🛢 Indonesia Hikes Palm Oil Export Levies
Boosts biodiesel funding; levies raised to 10% of CPO ref price, refined product levies also increased.

🏭 OPEC+ Eases Output Slowly
Only 25k bpd added in April vs 138k planned; Iraq and Kazakhstan lag compliance despite overall steady demand outlook.

📉 Foxconn Cuts Outlook
Blames US tariff policy volatility and forex shifts; still growing, but more cautiously.

🎮 Tencent Reports Strong Q1
Revenue up 13%, fastest since 2021; investing heavily in AI and gaming IPs like Ubisoft.

⚠️ US Sanctions Firms Over Iran Oil Trade
Singapore’s CCIC and Oriental Apple among 20+ firms sanctioned for allegedly disguising Iranian oil as Malaysian.

If you would like a deeper dive into all the investment opportunities from today’s news, subscribe to my newsletter at https://MMoneyMatters.substack.com. I will be sharing a deeper analysis of the key investment opportunities from today’s news, including what makes these opportunities stand out and how they fit into the broader market trends.

Видео 5G Shake-Up, IPO Delays & Energy Deals Dominate | Malaysia Daily Financial News Digest 15th May 25 канала Malaysia Money Matters