Strategy
Long-term downside risks emerging
MISC has 4 LNGCs chartered to QatarEnergy.
Strategy
Strategy
Two ideas if the war goes long
Markets have begun to price in a protracted war.
Strategy
War in the Middle East
Shipping through the Strait of Hormuz has been frozen due to the war.
Strategy
Politics, policy, profits - v2
The Sarawak Government's petition to the Federal Court marks a material escalation in the ongoing State-Federal dispute.
Strategy
Visit Malaysia plays
The government is targeting 47million visitors in 2026.
Strategy
Politics, policy, profits - v1
Bersatu's departure from PN is kicking off a period of increased political uncertainty ahead of GE16 in late-2027.
FRONTKEN
3Q25: M&A's in focus
Management provided more clarity on potential M&A opportunities, with 3 deals being explored.
Budget 2026
Constrained Populism
Considering fiscal limitations, we are overall positive on Budget 2026, even if market impact might be low.