KJTS
Cooling is heating up
We foresee potential 26% further upside from current levels, on the back of news flow of new project wins as well as potential inclusion of strategic partners for its joint venture.
Energy
Petronas
Challenges continue for the rest of the year
While the layoffs have help streamlined operational costs, Petronas is still expected to face challenging circumstances as global markets continue to deal with
Strategy
Secular Drivers Trump Short-Term Volatility in SEA
While tariff uncertainties and global trade tensions dominate headlines, powerful secular trends position Malaysia, Thailand, and Indonesia for sustained outperformanc
Macro
Lithium Spikes Due To Mine Closure In China
CATL mine closure sparks lithium rally, but oversupply fundamentals suggest stabilization over sustained recovery.