Malaysia Money Matters Daily News Digest 11th Feb 2026

Today’s episode dives into rising market sensitivity — with headlines ranging from local regulatory surprises and telco shakeups to global trade fragmentation and energy disruptions. From boardroom shifts to refinery breakdowns, volatility is the only constant.Corporate & Market Moves📉 MACC Chief Discloses Stake in Velocity Capital1.38% stake in a penny stock triggers market unease.Impact: Raises governance questions amid high volatility.⚓ Boustead Proposes RM149.6M BHIC PrivatizationA strategic consolidation move.Impact: More flexibility, less public market scrutiny.📶 Axiata & CelcomDigi Appoint New CEOsNik Rizal (Axiata), Albern Murty (CelcomDigi).Impact: Next-gen leadership for 5G and digital growth.🛢️ Petron Declares Force Majeure at Port Dickson JettyDamage from Cyclone Senyar disrupts refinery ops.Impact: Earnings hit expected; supply chain delays likely.🌴 SD Guthrie Declares Palm Oil Cost CrisisDry weather stalls productivity, raises costs.Impact: Tight supply could support futures pricing.⚒️ Borneo Oil Wins Gold Mining Approval in Pahang🌊 MISC Secures FSU Deal with ExxonMobil in PNGImpact: Resource expansion + new regional entry points.🏗️ Exsim Enters Construction; UUE Bags SG Pipeline JobImpact: Corporate diversification gains momentum.Macro Trends & Political Shifts🛍️ Retail Sales Hit Record in 2025Strong domestic spending supports GDP.Impact: Consumers remain key growth engine.💸 Khazanah Posts 5.2% Gain But Flags Ringgit PressureImpact: Signals cautious optimism amid FX volatility.⚖️ Isa Samad Found Guilty; Najib Trial ContinuesLegal system showing firm hand on past corruption.⚠️ Muhyiddin Faces Party Dissent in Johor14 Bersatu divisions reportedly lose confidence.Impact: Political stability under strain for opposition.Global Signals & Industry Transitions🤖 Alphabet Raises US$32B to Fund AI RaceImpact: AI competition shifts from innovation to capital scale.🌐 Trade Tensions Rise: BYD Lawsuit, Trump Threats, Macron WarningsImpact: Global supply chains face costlier, fragmented future.📈 BP Profits Up 32%🚘 Honda Profits Down 60%Impact: Energy surges, legacy automakers struggle with EV pivot.🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2026!🔗 Subscribe & Share the Malaysia Money Matters podcast on Substack, Spotify, or Apple PodcastsMalaysia Money Matters is a one-person passion project. Subscribe for free or support me as a paid subscriber—it means the world to me! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mmoneymatters.substack.com