Here's what we have for the week

Significant Event


* Saudi Aramco Gas Pipeline Network

•    Keppel Infrastructure Trust is investing $250 million for a minority stake in Aramco Gas Pipelines Company.
•    YTL Power International Bhd is disposing of its entire 33.5% equity interest in Australia's ElectraNet Pty Ltd for A$1.03 billion.
•    Yinson Holdings had signed a charter, operations, and maintenance agreement of an FPSO with Petrobras for an estimated contract value of USD 5.2 billion.

Real Estate Industry 

•    Straits Trading Company is acquiring 2 buildings in Melbourne, Australia. 
•    Menara TM is up for sale.
•    Lendlease had acquired another 1.235 acres of land in TRX

Users can get access all the major transactions of offices, lands, and factories in Malaysia via this tool.

Company Expansion Plan

• Garment manufacturer, Caely Holdings is increasing its production capacity by threefold. 

Cash Call/ Debt restructuring

• Rhone Ma Holdings Bhd is undertaking a private placement to raise funds for the setting up of a milk processing plant and for working capital purposes.

Users can filter the companies' activities via industry or nature of activities via using our tool for Malaysia companies and Singapore companies via the link.

Daily Insights

* Electranet Transmission Line Network Map

• We did some research and found out a huge problem of Malaysia Power Generation Industry, this is also the reason to why our electricity bill had increased by 28 % over the last 4 months.
• We also found a map on which area in Malaysia has the best potential for solar PV power generation.
• YTL had disposed of a cash cow that could generate returns for 200 years. What could be the rationale behind this disposal?
• Fund managers are so bullish on the price trend of agricultural products. Also, we had been asking our subscribers to long agriculture products since early January 2022.
• Why did Nvidia fail to acquire Arm?

News we are reading

• Indonesia, the world's biggest palm oil producer and exporter had announced a 20% mandatory domestic sales obligation for all palm producers in a bid to cool local cooking oil prices. (The Star)
  •  J&T Express is venturing into Saudi Arabia. (Tech in Asia)
  •  Sony is buying Bungie, the developer of Destiny and the original creator of Halo, for $3.6 billion (The Verge)
  •  Malaysia government will subsidize 60 sen per kg for chickens and five sen per egg. (The Edge)

Trades we are monitoring

• Long agriculture products

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We are seeing investments are starting to pour into Saudi Arabia, the world's largest oil producer this week. With oil prices hovering at this level for a prolonged period, the consumer market and government spending of Saudi Arabia is a market not to be ignored.

Besides, the market is expecting a 7 times interest rate hike to curb inflation. With this aggressive monetary policy, the logic of investment had changed. It is no longer the same logic that we had been equipping over the last 5 years. The market is now shunning away from long-duration assets and focusing on assets that generate cash flow. Dividend play stocks are in the limelight again.