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| 19-Mar-2026 08:04 |
Top Glove
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Top Glove Make or Break
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TG has had two years of bad time, In 2022 and 2023, there was a glut of glove with China manufacturers taking over all their businesses away after the Covid subsided in China. They only started to recover in 2024 and 2025 especially after the tariff war started. Given time, TG should regain all its power going up as it has a good financial standing. It now has a quick and current ratio above 2.0 and very low debt, It just lack 2 thing expansioin and plenty of publicity. They were caught unfortunately by the glut of caused by Chinese Manufacturers capturing all the market after the Covid. https://i.postimg.cc/8ccFKWcL/Screenshot-2026-03-19-075850.jpg 
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| 18-Mar-2026 22:18 |
Sembcorp Ind
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SembCorp Industries
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SembCorp might benefit more from the sale of renewable energy if there is a hike in energy prices.
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| 18-Mar-2026 22:04 |
Sembcorp Ind
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SembCorp Industries
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It is good to bear in mind that Singapore EMA has initiated a TPC (Temporsry Power Cap) in 2023 that will act as a circuit breaker to mitigate extreme price volatility in the Singapore Wholesale Electricity Market (SWEM). Similarly, Australia might have the same kind of control. https://www.ema.gov.sg/news-events/news/media-releases/2023/introduction-of-the-temporary-price-cap#:~:text=22%20Jun%202023,marginal%20cost%20of%20electricity%20production. |
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| 18-Mar-2026 20:59 |
Top Glove
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Top Glove Make or Break
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https://t.co/4MTX2HxwPT | ||||
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| 18-Mar-2026 20:50 |
Top Glove
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Top Glove Make or Break
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US is one of the World' s largest user of glove. Trump' s tariff so far have provided opportunities for TG to get more orders from US. https://www.thestar.com.my/business/business-news/2026/03/13/higher-order-flows-expected-for-glove-sector |
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| 18-Mar-2026 20:25 |
Top Glove
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Top Glove Make or Break
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On the contrary, TG has shown exceptionally results which not many companies can match today. They have had some bad times in 23/24 because of over supply of gloves globally but its businesses have since picked up quite a lot in recent years. In Q4 25, its Net Income increased 11% while free cash flow increased a whopping 219%. The increase in Q1 26 was marginal due to a huge jump in the sale and profit in 2025. Nevertheless, they upkeep the performance. What is impressive is its earning quality, They were able to turn their earnings into free cash flow which many companies cannot afford to do so. This free cash flow is good for rainy days/investment or to be returned back to the shareholder. Attached here is a news report on TG by NST. TG attributed the good result is due to stronger sales orders across most regions, led by a significant surge in Europe, reflected regained market share and sustained customer confidence during the quarter. https://www.nst.com.my/business/corporate/2026/03/1399599/top-gloves-q2-net-profit-16pct-rm3076mil-rm10bil-revenue |
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| 17-Mar-2026 15:15 |
Geo Energy Res
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Black Gold Industry Discussion
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Really not wise to do placement when the Global situation is very unstable
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| 17-Mar-2026 15:03 |
Geo Energy Res
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Black Gold Industry Discussion
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Geo produce mainly thermal coal which is used by most thermal coal plants. China is the biggest user. This SGX chart shows that the thermal coal price is in the rise and affected by spot coal prices.
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| 17-Mar-2026 14:57 |
Geo Energy Res
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Black Gold Industry Discussion
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Geo must have been stunk by Friday' s news that Indonesia planned to ban export of coal. Not sure why that news did not affect much on Monday. Understand that Indonesian miners have halted spot coal exports in Feb 2026 after the government proposed deep production cuts. This move did not affect the rising coal prices. Indonesia has also banned the export of coal also in January 2022. That move sent coal price skyrocketing by about 300% because Indonesia is the largest producer of coal. In both case, the price of Geo Energy were not affected much for some reasons. For the ban in 2022, Geo Energy' s price went up by 60%. The reason could be due to higher coal prices offsetting the reduction in production. The production of coal, though not in full capacity, is still in operation. Hope this round of coal ban will have the same effect. |
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| 16-Mar-2026 15:56 |
CNMC Goldmine
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Goldminer
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Gold has lost its shine temporarily since it lost the support at $5000. Good to stay in the sideline until it can climb back up and regain the $5,000 support.. Likely to aim for $4,850 in the next target. | ||||
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| 16-Mar-2026 15:25 |
Bumitama Agri
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bumitama
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Price taking off... Did you buy? | ||||
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| 16-Mar-2026 13:43 |
Bumitama Agri
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bumitama
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Roboinvest Capital pick Bumitama in their portfolio
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| 16-Mar-2026 13:21 |
SIA Engineering
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SIA Engineering
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Fujian Province is undergoing massive airport expansions to strengthen its transport network and economic standing. Key projects include the new Xiamen Xiang' an Airport, scheduled for completion in late 2026, and a $3 billion expansion of Fuzhou Changle International Airport, which will add a second runway and terminal by 2030, increasing capacity to 36 million passengers. https://asiacargonews.com/en/news/PrintVersion?id=3655#:~:text=FUZHOU%20AIRPORT%20GETS%20US$3,400%20and%20MD11%20jumbo%20jets. |
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| 16-Mar-2026 13:12 |
SIA Engineering
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SIA Engineering
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SIA Engineering Company (SIAEC) is expanding its presence in China' s MRO market by acquiring a 30% stake in Arport Aircraft Maintenance & Engineering (Fujian) Co., Ltd. (Arport AME) for approximately RMB 129 million (USD 19 million). This joint venture will provide line and base maintenance services at major Fujian airports, including Xiamen and Fuzhou
https://aeromorning.com/en/sia-engineering-company-secures-30-stake-in-arport-ame-joint-venture-in-china/ |
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| 16-Mar-2026 11:26 |
Bumitama Agri
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bumitama
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Price breakout today. Waiting for volume and ADX to move up. Seen shortsellers shorting this stock regularly. Good luck to them
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| 16-Mar-2026 10:28 |
Bumitama Agri
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bumitama
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Palm oil is a leading, high-yield vegetable oil feedstock for biodiesel and hydrotreated vegetable oil (HVO) production, particularly in Indonesia and Malaysia. It is converted into biofuel via transesterification or refining. This is today' s bipfuel price
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| 16-Mar-2026 09:37 |
Bumitama Agri
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bumitama
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This company might not have a reasonably good result in H1' 25 but it has shown good result in H2' 25. Both the Net Income and Free Cash of the company have increased more than 80%. This shows the strengthof their finanicla standing today. What is attractive is its earning quality (AFC ratio or Accrual Free Cash ratio) has doubled from -0.007 to -0.014. It shows that the company was able to turn its earnings more quickly into free cash in H2' 25 than it was in H1' 25. This cash can be used for raining day/future investments or return back to shareholders. Can consider to keep this stock for longer term if the company can upkeep its performance/
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| 13-Mar-2026 16:38 |
Sembcorp Ind
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SembCorp Industries
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As we now have alternative supplies and a few months storage of energies, it is expected the impact of fuel oil price rise will take 3 to 6 months to filter through and cause a rise in electricity tariff. https://www.channelnewsasia.com/singapore/oil-gas-prices-energy-security-tan-see-leng-5988096 |
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| 13-Mar-2026 14:46 |
Bumitama Agri
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bumitama
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Quote from Trading Economic
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| 13-Mar-2026 14:36 |
Bumitama Agri
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bumitama
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Middle East conflict fuels biodiesel-driven palm oil demandhttps://biofuels-news.com/news/middle-east-conflict-fuels-biodiesel-driven-palm-oil-demand/ |
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