BursaKakis Channel 👣
This Channel is for education & sharing of Local/Foreign Biz News & KLSE stock charts. The comments here do not represent a recommendation to buy or sell. Motto : " Steps To Greater Heights " Facebook : https://www.facebook.com/groups/bursakakis/
إظهار المزيد📈 نظرة تحليلية على قناة تيليجرام BursaKakis Channel 👣
تُعد قناة BursaKakis Channel 👣 (@bursakakis) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 13 776 مشتركاً، محتلاً المرتبة 8 887 في فئة الاقتصاد والمالية والمرتبة 2 731 في منطقة ماليزيا.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 13 776 مشتركاً.
بحسب آخر البيانات بتاريخ 16 يوليو, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار -64، وفي آخر 24 ساعة بمقدار 2، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: غير موثّقة
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 6.74%. وخلال أول 24 ساعة من النشر يحصد المحتوى عادةً 5.39% من ردود الفعل نسبةً إلى إجمالي المشتركين.
- وصول المنشورات: يحصل كل منشور على متوسط 928 مشاهدة. وخلال اليوم الأول يجمع عادةً 743 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 0.
- الاهتمامات الموضوعية: يركز المحتوى على مواضيع رئيسية مثل malaysia, index, shariah, bursa, klse.
📝 الوصف وسياسة المحتوى
يصف المؤلف القناة بأنها مساحة للتعبير عن الآراء الذاتية:
“This Channel is for education & sharing of Local/Foreign Biz News & KLSE stock charts. The comments here do not represent a recommendation to buy or sell.
Motto : " Steps To Greater Heights "
Facebook : https://www.facebook.com/groups/bursakakis/”
بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 17 يوليو, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة الاقتصاد والمالية.
جاري تحميل البيانات...
| التاريخ | نمو المشتركين | الإشارات | القنوات | |
| 17 يوليو | +1 | |||
| 16 يوليو | +2 | |||
| 15 يوليو | +2 | |||
| 14 يوليو | +2 | |||
| 13 يوليو | 0 | |||
| 12 يوليو | 0 | |||
| 11 يوليو | 0 | |||
| 10 يوليو | +1 | |||
| 09 يوليو | +2 | |||
| 08 يوليو | +1 | |||
| 07 يوليو | +4 | |||
| 06 يوليو | 0 | |||
| 05 يوليو | 0 | |||
| 04 يوليو | 0 | |||
| 03 يوليو | 0 | |||
| 02 يوليو | +2 | |||
| 01 يوليو | +1 |
| 2 | https://theedgemalaysia.com/node/811144 | 525 |
| 3 | https://theedgemalaysia.com/node/811141 | 510 |
| 4 | https://theedgemalaysia.com/node/811109 | 633 |
| 5 | https://www.nst.com.my/business/corporate/2026/07/1490703/es-sunlogy-stake-boosts-kerjaya-prospeks-renewable-energy-push | 744 |
| 6 | https://www.nst.com.my/business/corporate/2026/07/1490753/tms-wholesale-business-remain-key-growth-driver-%E2%80%93-rhb-research | 703 |
| 7 | UUE Holdings Berhad
An analysis of UUE Holdings Berhad (0310) shows that when evaluating the company's long-term upside potential, it is highly critical to look past the accounting headlines of that specific quarter.
The RM12.6 million ESOS (Employees’ Share Option Scheme) expense recorded in Q3 (financial quarter ended November 30, 2025) caused the group to slide into its first net loss of RM6.17 million since listing. However, this is a non-cash, equity-settled accounting entry required by financial reporting standards. It does not impact the company's day-to-day operational cash flows, and its distortion on core profitability is strictly temporary.
Core Earnings vs. Reported Loss
To judge the true underlying health of UUE during that specific period, we must look at the adjusted core earnings, which strip out the distortive effect of the ESOS grant:
Reported Net Loss: -RM6.17 million.
Adjusted Net Profit (Normalized): RM8.5 million (after adding back the RM12.6 million one-off expense).
Revenue Growth: Revenue for that exact quarter actually surged 30.35% year-on-year to RM60.06 million (up from RM46.08 million in the previous year's corresponding quarter).
This massive revenue jump demonstrates that the physical demand for UUE’s core underground utilities engineering services remained highly robust, even as the accounting expense temporarily dragged down the paper profits.
Key Strengths & Potential Catalysts
Looking beyond the accounting noise, several operational factors point to UUE's continuing structural potential:
Strong Operational Recovery: Proving that the Q3 drop was a one-off anomaly, UUE bounced back aggressively in the subsequent quarter (4Q ended Feb 28, 2026), posting a net profit of RM7.64 million—more than doubling the RM3.44 million from the previous year, backed by a 40.38% increase in quarterly sales.
Massive Orderbook Runway: UUE possesses a substantial ongoing orderbook of RM536.4 million, which ensures multi-year revenue visibility and operational stability.
Data Center & Grid Infrastructure Tailwinds: As a highly specialized contractor utilizing trenchless Horizontal Directional Drilling (HDD), UUE is in a prime position to win upcoming high-value contracts as Tenaga Nasional Berhad (TNB) ramps up grid modernization capital expenditure to support electricity supply demands for expanding data centers.
Key Risks to Monitor
While the one-off ESOS distortion is in the past, potential investors should keep a close eye on these ongoing fundamental headwinds:
Raw Material Cost Volatility: The manufacturing cost of high-density polyethylene (HDPE) pipes is directly sensitive to global resin prices. While UUE maintains a 3-to-6-month raw material inventory buffer to pass costs onto clients, macro supply chain stresses can pinch gross margins.
Solar EPCC Drag: Sub-segment drag from engineering, procurement, construction, and commissioning (EPCC) of solar photovoltaic systems has caused minor localized losses that slightly offset underground engineering margins.
Singapore Margin Pressures: Project execution costs and higher sub-contracting rates in their Singapore operations have historically led to weaker relative profit margins compared to their domestic Malaysian operations.
Conclusion: The Q3 loss was an accounting mirage rather than a reflection of operational decay. Stripping away the ESOS expense, UUE remains a fundamentally growing utility infrastructure proxy with strong revenue momentum and a healthy structural runway ahead.
AI dated 01072026 | 697 |
| 8 | Sunlogy
The synergy between ES Sunlogy Berhad and Kerjaya Prospek Group Bhd stems from a July 2026 strategic investment, where Kerjaya Prospek acquired a 9.09% stake in ES Sunlogy for RM18.76 million via a private placement. This partnership fuses Kerjaya Prospek’s construction dominance with ES Sunlogy’s specialized mechanical and electrical (M&E) and renewable energy expertise.
Capitalize on Sustainable Smart Buildings
Integrated Construction & M&E: Kerjaya Prospek leverages its massive track record in high-rise residential, commercial, and mixed-use developments. Partnering with ES Sunlogy gives them in-house, reliable access to sophisticated electrical engineering for distribution networks and building systems.
Green Building Demands: The real estate market demands energy-efficient and sustainable developments. ES Sunlogy can design and install built-in solar infrastructure and energy-saving M&E grids directly into Kerjaya's building pipelines.
Expand Clean Energy Ecosystems
Capturing Clean Energy Tenders: Kerjaya Prospek uses the partnership to diversify into Malaysia's expanding infrastructure and clean energy segments.
Leveraging Solar Portfolios: Kerjaya Prospek specifically targets ES Sunlogy’s operating solar assets (like Junjong and Selarong Pertama Energy) to add stable, long-term recurring revenue to its broader business ecosystem.
Enhance Operational Scale and Market Reach
Cross-Selling Contracts: ES Sunlogy gains direct, preferred vendor exposure to Kerjaya Prospek's massive order book and large-scale public and private sector projects.
Strengthened Corporate Profile: The backing of a major Main Market-listed construction player like Kerjaya Prospek significantly elevates ES Sunlogy’s corporate credibility. This provides them with stronger financial backing to pursue massive domestic and regional infrastructure tenders.
AI dated 17072026 (Page 2) | 564 |
| 9 | Sunlogy
The Junjong and Selarong Pertama Energy solar plants benefit ES Sunlogy’s bottom line by transitioning the company from project-based M&E engineering into a long-term independent power producer (IPP). This portfolio provides a steady, recurring income stream under long-term tariffs, shielding the company against the cyclical nature of traditional construction and M&E contracts.
Specifically, these solar assets impact their financials in the following ways:
Stable Recurring Revenue: The 20.76MWac Junjong plant (which began commercial operations in July 2023) and the 29.99MWac Selarong Pertama Energy plant in Kulim, Kedah (operational in April 2026) both sell generated electricity to the national grid. This continuous revenue stream supplements their primary M&E income, resulting in improved overall project mix and higher gross profit margins.
Strategic Partnerships & De-risking: The Selarong project was developed as a joint venture with TNB Renewables and Solarvest Holdings. This collaborative model allows ES Sunlogy to leverage expertise while sharing capital costs.
Corporate Endorsements: The success of these projects has elevated ES Sunlogy's corporate profile, attracting strategic investors. For example, Kerjaya Prospek Group Bhd cited ES Sunlogy's proven execution capabilities in the renewable energy sector as the driver for acquiring a 9.09% stake in the company.
AI dated 17072026 (Page 1) | 506 |
| 10 | ES Sunlogy Berhad (KL:SUNLOGY / 0345)
Sunlogy is a pure-play Mechanical and Electrical (M&E) engineering contractor that listed on the ACE Market in February 2025. They specialize in project planning, procurement, and supervising the installation of heavy infrastructure systems.
M&E Core Specialty: They handle high-voltage electricity supply distribution systems, air-conditioning and mechanical ventilation (ACMV), fire protection networks, and communications systems for industrial and commercial buildings.
Johor Data Center & Industrial Push: Sunlogy is heavily capturing the current industrial boom. Notably, they secured a major RM107.5 million subcontract for ventilation, air conditioning, and electrical works for a massive industrial development project in Tebrau, Johor Bahru.
Renewable Energy Power: Unlike traditional contractors, Sunlogy has structured a dual-revenue model by owning large-scale solar (LSS) plants. They generated long-term recurrent income through a joint venture in the 29.99MW Selarong solar facility in Kedah, co-developed with TNB Renewables and Solarvest.
Grid Infrastructure: They also contract directly with utility giants, recently bagging a RM12.71 million contract from Tenaga Nasional (TNB) to construct a high-voltage 275/33kV main transmission intake facility in Selangor
AI - Sunlogy Dated 03072026 | 544 |
| 11 | https://theedgemalaysia.com/node/811070 | 593 |
| 12 | https://www.thestar.com.my/business/business-news/2026/07/17/life-waters-hung-tai-group-stake-expected-to-spur-earnings | 594 |
| 13 | UOBKH Retail Market Monitor
17 July 2026
FBMKLCI: 1,722.19 (+8.43)
Support: 1,625, 1,600
Resistance: 1,722, 1,751
Bursa Top Gainers:
IOIPG (+3.2%), PBBANK (+3.0%), SUNWAY (+2.1%)
Bursa Top Losers:
CDB (-1.3%), IHH (-1.0%), AXIATA (-0.97%)
Bursa Trade Statistics
Local Institutions (42.99%): -RM88.11M
Local Retail (29.18%): -RM150.57M
Foreign (27.83%): +RM238.68M
Global Equity Indexes
MSCI Asia : 266.74 (-1.71, -0.64%)
NASDAQ : 25,881.95 (-387.28, -1.47%)
S&P500 : 7,533.77 (-38.63, -0.51%)
DJIA : 52,552.97 (-150.67, -0.20%)
USD/MYR: 4.0680 (-0.0020)
SGD/MYR : 3.1558 (-0.0005)
Crude Oil (Brent) : $84.82 (+0.59)
Gold : $3,986.30 (+13.32)
US stocks were lower after the close on Thursday, as losses in the technology, basic materials and industrials sectors led shares lower. At the close in NYSE, the Dow Jones Industrial Average fell 0.20%, while the S&P 500 Index declined 0.51%, and the NASDAQ Composite Index fell 1.47%. Rising stocks outnumbered declining ones on the New York Stock Exchange by 1,511 to 1,218 and 79 ended unchanged; on the Nasdaq Stock Exchange, 1,992 fell and 1,425 advanced, while 143 ended unchanged. (Source: Investing.com)
Stocks To Watch:
1) BPPLAS (KLSE: 5100)
Technical BUY on breakout (RM 0.735) with +19.0% potential return
* Last price: RM0.725
* Target price: RM0.845, RM0.875
* Support: RM0.675
* Stop-loss: RM0.67
* Timeframe: 2 weeks to 2 months
* Shariah: YES
2) CARIMIN (KLSE: 5257)
Technical BUY on breakout (RM 0.445) with +25.8% potential return
* Last price: RM0.43
* Target price: RM0.51, RM0.56
* Support: RM0.39
* Stop-loss: RM0.385
* Timeframe: 2 weeks to 2 months
* Shariah: YES
3) D&0 (KLSE: 7204)
Technical BUY on breakout (RM 0.37) with +33.7% potential return
* Last price: RM0.35
* Target price: RM0.435, RM0.495
* Support: RM0.315
* Stop-loss: RM0.31
* Timeframe: 2 weeks to 2 months
* Shariah: YES
Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.
For the full research report, please log in to www.utrade.com.my | 599 |
| 14 | Maybank IBG Traders’ Almanac
(17 July 2026) - Bullish rotation into consumer; plantation rally nears a pause?
Technical Trading Ideas💡for today:
1️⃣ SAMAIDEN GROUP BHD – 0223 (S)
2️⃣ GLOBALTEC FORMATION BHD – 5220 (S)
3️⃣ ELRIDGE ENERGY HOLDINGS BHD – 0318 (S)
4️⃣ CPO FUTURES (CP: MYR 4,606)
5️⃣ KLCI INDEX FUTURES (CP: 1,727.50)
Note: S - Shariah Compliant
For the full report, stock ideas, and market flows, access Discover Tab on Maybank Trade MY app.
#MaybankIBGResearch
#MaybankIBGTA | 513 |
| 15 | *Trading Stocks today:*
For *Trendspotter*, please click on this link: < https://tinyurl.com/3xb486nu > to view the report.
Or please logon to your account on http://www.cgsi.com.my/ and click on <Research> Tab.
*Malaysia*:
*IOI Properties Group (5249)* (RM3.89): Technical Buy
Targets: RM3.99, RM4.12
Stop: RM3.74
*Oriental Kopi Holdings (0338)* (RM0.93): Technical Buy
Targets: RM1.00, RM1.07
Stop: RM0.875
*Fundamental Report(s):*
*Consumer Discretionary - Overall* - Resilient downtrading benefits value retailers (Maintain Overweight) https://tinyurl.com/ycx63xhj
Join CGS International Securities Malaysia's Official Telegram Channel https://t.me/cgsi_my
*17th Jul 2026*
Disclaimers: This distribution is by CGS International Securities Malaysia Sdn. Bhd. (“CGS MY”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CGS MY, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction. | 520 |
| 16 | M+ Global Market Update – 17Jul26
LSS6 Spurs Renewables as Tech Sentiment Softens
US: Wall Street is expected to remain selective following a weaker closing as profit-taking emerged within semiconductor stocks despite TSMC's upbeat earnings and guidance. Nevertheless, easing inflationary pressures and a less hawkish Federal Reserve outlook should continue to support broader risk appetite, though with the tension escalating after the strike in the Middle East, we should expect the upside to be limited. We favour Netflix (NFLX) ahead of its quarterly earnings, with investors looking for continued momentum in advertising revenue, pricing power and user engagement, alongside GE Vernova (GEV), which remains well positioned to benefit from sustained investment in grid modernisation and power infrastructure to support AI-driven electricity demand.
MY: The FBM KLCI is expected to trade slightly softer in view of the overnight pullback in US semiconductor stocks, with immediate selling pressure concentrated in the local Technology sector. However, we anticipate that any downside risks could be cushioned by widespread optimism surrounding the official launch of the Large Scale Solar 6 (LSS6) programme. Moving forward, we expect tactical buying interest to rotate towards Renewable Energy and Energy Storage plays; counters such as SLVEST, SAMAIDEN, BMGREEN, and PEKAT are poised to emerge as primary beneficiaries given their established EPCC capabilities and strong exposure to utility-scale solar and BESS opportunities.
Stocks to watch:
Technology: D&O, FPGROUP, *GENETEC*
Utility: GASMSIA, *KJTS*, RANHILL
Consumer: *99SMART*, KOPI
Solar: PEKAT, *SAMAIDEN*
Property: *IOIPG*
Chemical: *TMK*
Construction: GAMUDA
**Source: M+ Global** | 555 |
| 17 | https://ceomorningbrief.theedgemalaysia.com/2026/1186/ | 623 |
| 18 | https://www.malaymail.com/news/money/2026/07/16/ringgit-edges-higher-against-us-dollar-as-softer-inflation-tempers-fed-hike-fears/227878 | 665 |
| 19 | https://theedgemalaysia.com/node/811038 | 654 |
| 20 | https://theedgemalaysia.com/node/811039 | 686 |
