Wednesday, May 14th, 2025

🎯💥 Markets Are Moving. CEOs Are Buying. Deals Are Flying. Here’s Your Power Recap Across SG | MY | HK | US

🇸🇬 SINGAPORE: Big Bank Moves, Billion-$ Wins & a CEO Swipe
📉 [SGX: O39] OCBC beat estimates despite a 5% dip in Q1 net profit to S$1.88B. Interest income slid, but trading & insurance picked up the slack. NPL ratio down to 0.9%. Stock dipped 0.7%. 🏦🔥

🚀 [SGX: S63] ST Engineering locked in $4.4B in new contracts (Defense, Aerospace, Satcom)—Q1 revenue up 8% to $2.9B. Interim dividend: 4¢. US tariffs? “No sweat.” 💣📡

💰 [SGX: U11] UOB CEO Wee Ee Cheong just scooped up 100K shares (S$3.45M) after reporting $1.49B Q1 profit. Flat y-o-y, but confidence? Sky high. 🚀📈

🔧 [ASX: CVL] Civmec’s net profit sliced in half to A$8M. Revenue fell hard, but it bagged A$285M in new contracts. Order book? Now A$760M+. Eyes on Aussie naval infra boom. 🛠

🔍 [SGX: C52 | SGX: V01] Vicom (of ComfortDelGro) saw vehicle testing boom. PATMI +7.4% to $7.52M; revenue +18.9%. 53K OBUs installed 🚗📡. Trade tensions could sting non-vehicle ops.

📊 [SGX: O10] Far East Orchard’s Q1 profit doubled to $17.1M, thanks to a one-off gain from Woods Square. But hospitality dragged. PBSA & UK property? Shining. 🏘🇬🇧

🇭🇰 HONG KONG: AI Flex, ETFs Pump, Macau’s Hot
🤖 [00700.HK] Tencent +1.7% as its AI unit stuns with new text-to-image tech. Short interest high, but bulls are louder. 🚀🧠

🐾 [09888.HK] Baidu debuts AI that translates animals. Not kidding. 🐕📱

🔋 [300750.SZ] CATL’s ‘Tianxing’ battery gets national approval—first of its kind. 🔌

🧱 [3908.HK] CICC flags tailwinds for Chinese banks with PBOC easing moves. 🏦💼

🎰 [0027.HK] Galaxy Ent Chair says no tariff impact in Macau. May Day Golden Week turnover? Double-digit growth. 💸🏨

🚗 [00175.HK] Geely Auto +2% on Zeekr privatization optimism. JPM, CLSA, BOCI all bullish. 🔧🔋

🛠 [02333.HK] GWMotor upgraded by HSBC with TP raised to HK$11.9. Q2 rebound expected. 📈

📦 [9618.HK | 9988.HK] JD-SW & Alibaba forecasted to post 12% & 32.5% earnings growth. Retail revival in action. 🛒💥

🎯 [09866.HK] Horizon Robotics to ship 4M+ ADAS chips this year. 🚘🧠

💼 [0823.HK | 1972.HK | 0083.HK] Link REIT, Swire, Sino Land picked by JPM as HIBOR falls. Property cheer incoming? 🏢

🥇 [2899.HK] Laopu Gold +4.4% after placing shares to raise HK$2.7B. 💰🪙

📈 [07788.HK] XL2CSOPNVDA ETF rockets +10.8%. Tech bulls partying. 🎉📊

🇲🇾 MALAYSIA: Dividends Up, CEOs Out, Orders In
💸 [KL:PBBANK] Public Bank lifts payout to 60% of net profit for 2025. Says tariff risk “manageable.” 🏦🛡

🎲 [KL:GENM] Genting Malaysia grilled by Bursa over its US$41M buyout of Empire Resorts. 20 questions & counting… 🕵💼

🧾 [KL:GPACKET] Green Packet to slash RM340M in capital to clean up balance sheet. Losses since 2017. 🧹📉

[KL:HHRG] HHRG sacks CEO for misconduct. Boardroom drama tied to MG Furniture & major shareholder Cfamillie. 😬🪑

🏗 [KL:KERJAYA] Kerjaya Prospek lands RM162M Johor project. YTD wins now RM870M. On track to hit RM1.6B target. 🚧🔥

🛍 [KL:PAVREIT] Pavilion REIT NPI up 5% to RM142.75M. Elite Pavilion Mall & Bukit Jalil doing the heavy lifting. 🏬📈

📉 [KL:PENTA] Pentamaster Q1 net profit -33% y-o-y to RM13.07M. Revenue down as clients pause orders. 😓

🥀 [KL:BJFOOD] Berjaya Food posts 6th straight quarterly loss. Starbucks & KRR struggling. Net loss: RM37.19M. 💔

🇺🇸 US: Tariffs, Tech & Trade Shake Up Wall Street
📈 [INDEXDJX: .DJI] Dow +254pts, [INDEXSP: .INX] S&P +0.58%, [INDEXNASDAQ: .IXIC] Nasdaq +1.07% — markets jump on Trump-UK trade deal optimism. 10% baseline tariff stays. 🎯🇺🇸🇬🇧

🔍 [NASDAQ: GOOGL] Google +2% after shutting down Safari search rumors. Search is alive & clicking. 💻🧠

🛫 [NYSE: BA] Boeing +3% on trade deal buzz. Multi-billion aircraft order incoming?

💔 [NASDAQ: AFRM] Affirm -8% after soft Q4 guidance missed estimates. 💳📉

📌 [NYSE: PINS] Pinterest +16% after big Q1 beat & strong Q2 outlook. 📍🔥

🪙 [NASDAQ: COIN] Coinbase -3% post weak Q1 revenue: US$2.03B vs US$2.12B estimate. 💸

🥗 [NYSE: SG] Sweetgreen -8% after cutting full-year EBITDA guidance. 🥬😢

🎯 [NASDAQ: TTD] Trade Desk +13% after blowing past Q1 estimates. 💰🎯

💾 [NASDAQ: MCHP] Microchip Tech +7% on upbeat Q1 guidance. 💻🚀

🥤 [NASDAQ: MNST] Monster Beverage -2% after sales miss. US$1.85B vs US$1.98B expected. 🧃📉

🎬 [NASDAQ: PARA] Paramount beats with US$7.19B revenue, adds 1.5M subs to Paramount+. Sonic 3 a hit. Tariff lawsuit w/ Trump looms. 📺💥

🛢 [CRUDE] Brent +2.8% to US$62.84, WTI +3.2% to US$59.91. Trade talk hopes pump prices; tariff risk replaces war risk. 🌍💸

Thank you

Malaysia Construction Sector Outlook 2025: Navigating Data Center Challenges and Mega Project Opportunities

Comprehensive Analysis of Malaysia’s Construction Sector Comprehensive Analysis of Malaysia’s Construction Sector Broker: UOB Kay Hian Date: January 20, 2025 Overview of Malaysia’s Construction Sector in 2025 Malaysia’s construction sector has faced a tumultuous...

CelcomDigi Q3 2024 Results: Higher Merger Synergies Boost Outlook, Maintain Buy Rating

In-Depth Analysis of Regional Mobile Operators: Opportunities and Challenges In-Depth Analysis of Regional Mobile Operators: Opportunities and Challenges Broker Name: UOB Kay Hian Date of Report: Tuesday, 19 November 2024 CelcomDigi: Strategic Moves and...

PTTGC Q4 Outlook: Recovery Amid Challenges – Termination Costs and Petrochemical Pressures Impact Bottom Line

PTT Global Chemical: Company Analysis and Market Insights PTT Global Chemical: Company Analysis and Market Insights Date: Monday, 18 November 2024 Broker: UOB Kay Hian Introduction In the dynamic world of petrochemicals, PTT Global...