PMIBHD
1Q26 - Recognition timing drag
Management pinned the 1Q26 losses on timing of revenue recognition.
Macro & Strategy
Just charts: Banks 1Q26 preview
There is high risk of a negative surprise in banks' earnings.
Autos
Steep post-festive rebound in April
Automotive sales were soft in 1Q26, with SIME hurt the most.
GENERGY
1Q26 - Seasonal weakness
Orderbook remained stable at RM244.7m
Gloves
Trade on the bumper margins
Glovemakers should enjoy margin expansion as higher ASPs offset the nitrile costs.
FRONTKEN
1Q26 - Positive margin outlook
Management is guiding for 25-35% underlying growth for FY26.
MFGROUP
Headcount-led growth
Manforce is moving up from the LEAP to the ACE market on 6 May.
Just charts: The US-Iran war v2
Key takeaways: * Oil prices continued to climb despite extension of ceasefire, pricing in a longer closure of the Straits. * But markets continue to price through the crisis with Malaysian tech rallying in recent weeks, latching on to positive earnings reporting (including the US). Latest updates: * Ceasefire extended by 3 weeks
GAM
Aussie diesel cost risks are overlooked
The RM7.3bn Sydney Metro West Stations Package West has no cost pass-through.
Macro & Strategy
Just charts: The US-Iran war
Trends to track.
Strategy
Another 20 stocks won't fix the KLCI
FTSE Russell is proposing to enlarge the FBM KLCI to 50 stocks from the current 30.
Plantations
Likely speedbumps for CPO’s windfall year
With CPO over RM4,500/MT, planters will have a windfall year. But what could temper the bullishness?
Strategy
A two-week ceasefire
Malaysia Strategy Disclaimer: By using this information, you acknowledge that you are solely responsible for evaluating the merits and risks of any investment decision and agree not to hold NewParadigm Research liable for any damages arising from such decisions. Key Takeaways * US and Iran have declared a 2-week ceasefire and