（吉隆坡9日讯）2025财政年第三季财报季表现正面，为即将到来的第四季财报季奠定良好的基础，分析员相信第四季财报季将是为2026财政年业绩定调的关键转折点，预计汽车、航空消费、港口物流和产业投资信托基金等行业将出现季节性强劲的业绩。根据马银行研究报告，在追踪的公司中，高达42％的企业交出符合预期的第三季业绩，36％高于市场预期，21％低于市场预期，预计大多数行业将交出强劲的第四季业绩。报告显示，2025年第四季业绩是为2026财政年定下基础的关键转折点，预计汽车、航空消费、港口物流和产业投资...

theedgemalaysia.com highlighted 21 stocks with momentum at Bursa Malaysia’s afternoon close on Tuesday. A resounding majority of 20 showed negative momentum, while only one showed positive momentum.

Ta Ann Holdings Bhd (KL:TAANN) could deliver an earnings surprise in the fourth quarter ended Dec 31, 2025 (4QFY2025), supported by a sharp rebound in fresh fruit bunch (FFB) and log production, while a stronger cash position raises the possibility of a higher final dividend, according to PublicInvest Research.

Earnings in the plantation sector are expected to contract by 5.6% year‑on‑year in 2026, following an estimated 15.6% increase in 2025, according to Affin Hwang Investment Bank Research (Affin Hwang IB).

WITH plantation companies like SD Guthrie Bhd (KL:SDG) and Kuala Lumpur Kepong Bhd (KL:KLK) venturing into industrial park development, a derivative question would be whether others will follow the land monetisation strategy to bolster profit and reward shareholders. As the population h...

KUALA LUMPUR: Bursa Malaysia dibuka rendah pada Jumaat susulan aktiviti pengambilan untung sederhana selepas ditutup kukuh sehari sebelum itu.

Scientex Bhd surged ahead yesterday towards a four-month trading high as the short-term uptrend picked up pace.

theedgemalaysia.com highlighted five stocks with momentum at Bursa Malaysia’s afternoon close on Thursday. Two showed positive momentum, while three showed negative momentum.

With the "planning phase" of national blueprints now concluded, 2026 is emerging as a critical year of execution for the country. As the 13th Malaysia Plan (13MP) kicks off alongside the Visit Malaysia 2026 campaign, we dive into the catalysts and hurdles facing 11 selected sectors — from tech and utilities to aviation and property— as they balance global uncertainties against domestic growth drivers.

PETALING JAYA: Kenanga Research remains neutral on the plantation sector as there are no strong upside catalysts in sight, despite limited downside risks and undemanding valuations.

KUALA LUMPUR: The recently-concluded reporting season for the third quarter (Q3) of 2025 has highlighted three standout sectors that rank highest in earnings strength across analysts’ benchmarks.

Analysts remain broadly positive on Ta Ann Holdings Bhd's operational momentum, but diverge on whether that strength will translate into meaningful share price gains in the near term.

Favourable weather in the second half of the year has strengthened the timber operations for Ta Ann Holdings Bhd, improving production across both upstream and downstream activities.

Palm oil output will likely moderate after the seasonal peak though an elevated stockpile will cap the upside to current strong prices in the coming months.

KUALA LUMPUR: Malaysia’s palm oil stocks hit a six-and-a half year high in October, rising 4.44 per cent from the previous month to 2.46 million tonnes.

Crude palm oil (CPO) prices are expected to remain firm, trading between RM4,300 and RM4,600 per tonne in the first half of 2026, according to a forecast by Glenauk Economics.

 （吉隆坡28日讯）原棕油价格高企，推动2025年棕油企业并购活动势头强劲，迄今的交易额已达20亿6000万令吉，比2024年翻倍，分析员认为，并购热潮将延烧至2026年，尤其几家大型种植企业等着把优质地产变现，而部分中小型市值公司的每公顷企业价值被低估37至49%，成为私有化的最佳对象。马银行研究在报告里指出，根据观察，过去几年种植业的并购项目有3大类，包括被大股东私有化、种植园交易（大部分发生在砂拉越），以及把成熟的种植园套现转用于房地产开发（主要发生在人口密度较高、经济活动...

（吉隆坡17日讯）印尼政府再祭出土地新规，在森林地区从事油棕种植者将罚款每年每公顷2500万印尼盾，分析员认为大马种植公司可能面对罚款和减记风险，并碍于新法规为种植业带来不明朗因素，建议投资者将目光锁定业务高度集中在大马的种植公司，维持领域“中和”评级。森林地种油棕罚款每年每公顷2500万印尼盾印尼官方安塔拉通讯社（AntaraNews）报道，印尼政府发布今年第45号政府监管法规（PP），将对在森林地区从事油棕种植者开罚每年每公顷2500万印尼盾，反映出当地政府正加强监管土地用途，并预估有...

Malaysian plantation companies are expected to report potential fines and impairment in the financial year 2026 (FY2026) after the Indonesian government enacted a new land rule, CGS International said in a note on Friday.

Pure upstream plantation companies should see sustained earnings momentum, with current crude palm oil (CPO) prices holding steady at RM4,400 per tonne analysts say.