From billion-ringgit gas deals in Mexico to precedent-setting rulings in KL, today’s developments spotlight a dual theme:📈 Deep investor confidence in long-term Malaysian assets⚖️ Firm constitutional boundaries that could shape governance for years

Corporate & Market Developments

🌊 Coastal Contracts Surges on RM4.6B Pemex Win

* Stock jumped nearly 20% after JV secured RM4.64B gas processing contract from Mexico’s Pemex

* Total order book now RM7.4B, with guaranteed revenue stretching to August 2035

* Key takeaway: Nearly a decade of visibility, but some single-client risk lingers

🏬 Valiram Acquires Lendlease’s Stake in Exchange TRX

* Buying mall and office tower stakes for RM1.1B

* Exchange TRX Mall posted RM2.64B in sales in its first year

* For Lendlease: capital recycling

* For Valiram: high-conviction bet on premium retail real estate in KL

🏗️ CapitaLand Buys RM220.8M in Johor Industrial Assets

* Purchase of 5 properties from AME Elite Consortium — all-cash

* Strategic play on Johor-Singapore Special Economic Zone

* For AME: cash boost helps exceed sales target for FY25

🌬️ Yinson Locks in 15-Year Wind Energy Revenue

* Signed RM1.2B power purchase agreement with Genesis Energy (NZ)

* Covers output from Mt Cass Wind Farm until late 2043

* A pivotal step in Yinson’s green energy transition

💵 Bank Negara Reserves Hit 11-Year High

* US$124.3B in international reserves

* Enough to finance 4.8 months of imports

* Reflects strong financial buffers that enable long-term capital inflows

Policy, Legal & Governance Shifts

⚖️ High Court Rejects Najib’s House Arrest Bid

* Ruled the alleged royal addendum was unconstitutional and unenforceable

* Key point: King must act with the Pardons Board on clemency matters

* Sets a clear constitutional precedent for future pardon cases

Global Trends & Geopolitical Watch

📈 Gold & Silver Hit All-Time Highs

* Gold up nearly 70% YTD

* Driven by:

* Escalating geopolitical instability (e.g. shadow fleet strikes in Russia-Ukraine)

* Market bets on US Fed rate cuts in 2026

* Safe haven appeal remains strong amid global risk sentiment

💻 Nvidia to Resume AI Chip Sales to China — With Strings

* H200 chips to ship by mid-February 2026

* Conditional deal: Requires Beijing’s approval and 25% buyer fee

* Signals a shift in US tech control — via trade terms, not outright bans

🕊️ Thailand–Cambodia Ceasefire Talks Underway

* Negotiated through ASEAN ministers in Kuala Lumpur

* A positive signal of regional diplomacy at work

🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!

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