Malaysia Money Matters Daily News Digest 12th Nov 2025

In today’s episode, we unpack a day of sharp contrasts — from glove sector comebacks and massive AI investments to delayed megaprojects and consumer lending reforms. It’s a moment where financial clean-up meets bold future bets.Malaysian Corporate & Market Developments🧤 Hartalega Profit Doubles in 2QRM18.3M signals real recovery. Cost discipline and returning demand revive optimism in the glove sector.📉 Dialog Group Wiped Out RM1B in 2 DaysFurther delays to the Pengerang project — now pushed to 2029 — raise major concerns over earnings potential and equity exposure.🏗️ Kerjaya Prospek Adds RM198M in ContractsOrder book rises to RM3.7B, securing revenue visibility through 2028. Momentum continues in construction.🏭 Eco Business Park 7 Launched (RM3B Project)Joint effort by EcoWorld, NS Corp & SD Guthrie under MVV 2.0 — boosting central region’s logistics and advanced manufacturing footprint.🚢 Aquawalk IPO 6x OversubscribedStrong investor demand. PSP Energy also sets IPO price at 16 sen to fund operations including a new bunker vessel.📦 MTT Shipping Eyes Main Market ListingExpansion into Indian subcontinent on the cards. Logistics sector momentum continues.⚠️ Bursa Reprimands Solar District CoolingCompany breached 25% public shareholding rule pre-listing. Integrity in IPO compliance under focus.💸 Taghill Units Seek Judicial ManagementSevere cash flow strain prompts request for court-supervised restructuring.🧾 Pelangi Prestasi Gets RM85.8M Payment StayLinked to Sabah Forest Industries insolvency concerns. Legal complexity deepens.🕊️ RIP Tiong Hiew KingSarawak tycoon and Rimbunan Hijau founder passes. A major figure in Malaysia’s timber and media sectors.Policy, Legal & Political Developments⛽ Sabah Revenue Standoff ContinuesGov’t will negotiate, but appeals legality of review. Tensions over 40% revenue claim still simmering.🛢️ Finance Ministry: Petronas Only Nets 10% MarginClarifies Borneo oil revenue optics amid political scrutiny.🌍 Petros Signs CCS Deals with WoodsideSarawak makes climate-linked energy moves with three new agreements.💰 1MDB Asset Recovery Nearing EndgameAnother RM1B retrieved. PM calls for full closure and accountability.🔋 Khazanah Urged to Accelerate Rare Earth PushChina-linked ventures prioritized despite long-term strategic and ESG risks.🚗 Perodua to Launch First All-Malaysian EVSignals the start of a local EV shift at scale.📚 BNM Bans Rule of 78, Mandates Loan EducationFlat-rate and Rule of 78 loan structures banned from 2027. New 15-minute education module required for big personal loans.👴 RM1.97B Allocated for Pension Revisions (2026)Nearly a million beneficiaries to receive adjusted payouts.⚖️ Landowner Seeks Stay Over West Coast ExpresswayLegal challenge delays key infrastructure project.💼 GISB CEO Faces 230 Money Laundering ChargesJoint trial ordered. One of Malaysia’s largest financial crime cases.⚖️ Chief Judge Shortlist Stirs ControversyPublic scrutiny grows over judicial nominations.Global & Geopolitical Outlook📈 Global CEOs Least Worried Since 2007Strong risk appetite. S&P 500 earnings projected to rise 14.5% — AI optimism leads the charge.🤖 SoftBank Exits Nvidia, Doubles Down on AISells US$5.83B stake to reinvest in OpenAI, fueling its pivot into AI infrastructure.🏗️ JPMorgan: AI Data Centers Need $7TMicrosoft plans $10B hub in Portugal. Meta signs $3B deal with Nebius. Capital flowing into hyperscale buildouts.🇺🇸 US Senate Nears Shutdown ResolutionCompromise improves risk sentiment globally.🇮🇳 Trump Hints at India Trade DealAlso: Switzerland closing in on reduced US tariffs — better 15% rate.🌏 Geopolitical Tensions FlareChina protests Taiwan VP speech. Thailand halts peace talks with Cambodia.🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!🔗 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