Malaysia Money Matters Daily News Digest 27th Nov 2025

Today’s episode breaks down the stark divide in the Malaysian market — with strong earnings in healthcare, property, and consumer goods on one side, and structural pain in construction services and manufacturing on the other. Plus, a closer look at Malaysia’s strategic stance in the intensifying US-China tech rivalry.Corporate Highlights: 🏥 IHH Healthcare Posts 15% Profit Growth* Driven by daycare services and improved cost control* India’s Fortis strategy paying off🏘️ UOA Development Earnings More Than Double* Boosted by progress billings across property projects🛠️ Kerjaya Prospek Lands RM350M Penang Contract* Solid pipeline visibility to 2029🚗 WCE Holdings Toll Collection Up 50%* Momentum building ahead of full completion by early 2027🚨 UEM Edgenta Records RM94M Loss* Biggest quarterly net loss ever, but due to one-off non-cash impairment* CEO calls it a “structural reset”🏦 AMMB Increases Dividend Payout to 39%* Shows confidence following earnings boost🌐 Time dotCom Declares Special Dividend (21.64 sen)* Profit nearly doubled thanks to smaller currency losses🌴 KLK’s Profit Surges 14x* Gains from plantation and property arms🥛 Farm Fresh Profit Up 40% (Record)* Domestic demand + regional expansion to Cambodia & Philippines⛽ PETRONAS Dagangan Profit Falls* Impacted by weaker fuel prices, despite steady sales📉 PIE Industrial Faces RM1B Revenue Risk* Delayed server manufacturing deal due to pricing mismatch* A red flag for Malaysia’s EMS sector📹 ITMAX System Hits Record Profit* Surge in video surveillance revenue and subscription servicesNational Policy & Legal Updates💼 PM’s Ex-Political Secretary Under MACC Probe* Following resignation amid bribery allegations🌾 Felcra Debt Relief Plan Announced* 5-year phased write-off for less viable rural projects* Tied to Felcra’s financial health🚧 12 of 27 Highway Concessionaires Posted Losses* Raises red flags about new mega infrastructure proposalsGlobal Forces & Malaysia’s Strategic Moves🇨🇳🇺🇸 US-China Tech Tensions Escalate* China bars ByteDance from using Nvidia chips* Push toward chip self-sufficiency🇲🇾 Malaysia Reaffirms “Digital Neutrality”* Firms allowed access to both Nvidia (US) and Huawei (China)* Positioning as open digital hub to attract global capital🇬🇧 UK Introduces £26B in Tax Hikes* Frozen income tax thresholds for 3 years* Critics say it misses the real issue: economic stagnation🌳 EU Delays Deforestation Law by 1 Year* Buys time for Malaysian palm oil firms to meet compliance 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