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Public Bank Berhad just released its Q3 FY2026 financial report. While quarterly revenue crossed a record RM7.74 billion (+4.4% YoY), net profit slipped to RM1.77 billion (-3.8% YoY).
What actually caused the drop, and should retail investors be worried? Here are the 4 key takeaways:
1️⃣ The "Paper Loss" Mystery: Secondary market bond yields (10Y MGS) spiked above 4.2% in September, triggering a RM451.0 million OCI revaluation loss. But does this affect net profit or dividends? (Spoiler: No, it bypasses profit or loss into equity reserves).
2️⃣ Credit Cost Normalisation: Loan impairment allowances rose by RM116.4 million YoY to RM127.2 million—not because borrowers are defaulting en masse, but because post-COVID management overlay writebacks from FY2025 have rolled off.
3️⃣ Resilient Fundamentals: Domestic gross impaired loans (GIL) remain pristine at just 0.55%, backed by an industry-leading cost-to-income ratio of 35.0%.
4️⃣ Valuation & Dividends: At a reference price of RM4.90, the stock trades at ~13.1x TTM P/E and 1.56x P/B, offering a 4.59% trailing dividend yield with a 14.5% CET1 capital ratio.
AEON Credit (AEONCR) at RM4.56: Temporary Pullback or Structural Drag? 📉📊
AEON Credit Service (M) Berhad recently released its Q2 FY2027 results. While top-line revenue expanded +7.7% YoY to RM665.20 million, quarterly net profit attributable to owners fell -17.9% YoY to RM59.30 million.
With the stock trading near 52-week lows at RM4.56 (a ~25% discount to its RM6.12 Net Asset Value), retail investors are asking: Is this weakness temporary o
🔍 Is Frontken (0128) a Semiconductor Growth Pure-Play or an Oil & Gas Engineering Hybrid?
Frontken Corporation Berhad just reported its Q3 FY2026 results, with 9M net profit surging +33.5% YoY to RM147.3 million! 🚀
While revenue from Malaysian Oil & Gas activities grew, the real earnings driver remains Taiwan’s advanced semiconductor cluster, contributing ~87.7% of total Group operating profits at an envi
🚀 ViTrox (0097) Hits Record Q3 Earnings: AI Boom Enabler or Overvalued Tech Stock?
ViTrox Corporation Berhad just delivered its strongest quarter since listing! Powered by global AI infrastructure spending, High-Bandwidth Memory (HBM), and advanced packaging demand, here are the key highlights every Bursa investor needs to know:
📊 Q3 FY2026 Key Highlights:
• Revenue: RM485.10 Million (+112.2% YoY)
• Net Profit (PATAMI): RM118.58 Million (+241
📈 KOBAY (6971) Q1 FY2027: Record Net Profit, But Can It Be Sustained?
Kobay Technology Berhad just delivered a remarkable start to FY2027 with a record quarterly net profit of RM18.66 million (+73.3% YoY) on revenue of RM130.24 million (+17.5% YoY) !
If you are looking at the stock around RM2.42, here are 4 key takeaways every Malaysian retail investo
https://youtu.be/nSY-dzWHpxw?si=gFO_5-EKPyGZwRcP
📊 Sorento Capital Berhad (0332) Q1 FY2027 Analysis: Growth vs. Margin Pressure!
Sorento Capital reported a 7.33% YoY increase in revenue (RM47.32 million) for Q1 FY2027, driven by strong project-based sales. However, Profit After Tax (PAT) grew by only 2.24% (RM8.21 million).
What caused the gap between top-line expansion and bottom-line profit?
🔍 Key Highlights Covered:
• Margin Dilution: Gross profit margin compressed to 43.13% (vs 47.01% in Q
✈️ Yes Group Management Berhad (RM0.18 IPO): High-Margin MICE Specialist or Volatile Travel Play?
Thinking of subscribing to the latest ACE Market IPO on Bursa Malaysia?
Yes Group Management Berhad isn’t your typical retail travel agency. They specialize in high-touch B2B corporate incentive travel, event management, and MM2H solutions—commanding impressive gross margins of 21%–26%! 📊
In our latest analysis video, we dive deep into the IPO prospectus:
✅ Business Model: How they make money and why they operate an asset-light model.
✅ Financial Performance: Why FY2026 PAT rose to RM7.53M despite an 11% revenue drop from European tour disruptions.
✅ Order Book & Visibility: What their RM34.56M unbilled order book means for FY2027.
✅ UK Expansion Plan: Buying a vehicle fleet in the UK—strategic growth or asset-heavy risk?
✅ Valuation: Is 12.7x historical P/E fair value?
Watch the full breakdown to get a balanced view before placing your application! 💡
🏢 IOIPG REIT IPO at RM0.96: Is Malaysia’s Largest Mall Worth Investing In?
IOI Properties Group is listing IOIPG Malaysia REIT on Bursa Malaysia on 25 November 2026! With a portfolio of 9 commercial properties valued at RM7.66 Billion and a projected FY2027 distribution yield of 6.6%, here is what you need to know before applying:
🔹 The Anchor Asset: IOI City Mall accounts for 67.2% of portfolio value and over 73%–77% of Net Property Income.
🏢 IOIPG REIT IPO at RM0.96: Is Malaysia’s Largest Mall Worth Investing In?
IOI Properties Group is listing IOIPG Malaysia REIT on Bursa Malaysia on 25 November 2026! With a portfolio of 9 commercial properties valued at RM7.66 Billion and a projected FY2027 distribution yield of 6.6%, here is what you need to know before applying:
🔹 The Anchor Asset: IOI City Mall accounts for 67.2% of portfolio value and over 73%–77% of Net Property Income.
🔹 Hotel & Office Income: Supported by 6 hotels operating under master lease agreements (RM50.88m annual minimum guaranteed rent) and 2 corporate office complexes.
🔹 Valuation & Debt: Priced at RM0.96 per unit (1.055x Price-to-NAV) with a pro forma gearing ratio of 34.1% (RM2.65B Sukuk debt).
🔹 Key Risks to Consider: Single-asset concentration on IOI City Mall, unhedged floating interest rate exposure, and related-party master lessee dependencies.
📌 Note: The 6.6% projected yield assumes a 100% distribution payout ratio, whereas the REIT’s minimum distribution policy is set at 90%.
⏰ Closing Date: 10 November 2026 (5:00 PM)
📺 Watch our complete IPO deep dive video here: https://youtu.be/tdNdnxK-wuU?si=VY519y66geEqMnjk
💬 Are you subscribing to this IPO? Let us know your thoughts in the comments below!
#IOIPGREIT #BursaMalaysia #REITs #MalaysianStockMarket #DividendInvesting #IOICityMall
