Potential Stock

  Budget 2026 Bombastic Monitor list💥💥💥 Budget 2026, scheduled to be tabled on 10 October 2025, expect a budget allocation of RM425.5bn (+3.3%) for 2026, consisting of RM341.5bn and RM84bn for operating and development expenditures . Below are the sector and company that we can monitor: 1. INARI Budget 2026 is expected to deliver targeted support for Malaysia’s semiconductor ecosystem in line with the National Semiconductor Strategy (NSS)   such as tax incentives, grants, special financing schemes, and additional funding for strategic investments. The government has also identified 13 potential national champions across the semiconductor value chain, including Inari Amertron   to benefit from policy incentives, subsidies and capacity-building measures. Globally, semiconductor sales in July rose more than 20 per cent year-on-year, led by logic and memory segments supported by strong data centre spending and early adoption of AI-edge applications. Finance Minister II ...

 IJM 2.0 - Data Centre Beneficial Company Previously, I wrote an article about IJM, and the price has risen since the article's release. Those interested may have a look at the link below: https://potentialstockss.blogspot.com/2025/07/ijm-big-4-contruction-company-in.html 1.    IJM still trades at a discount to sector peers , suggesting room for valuation catch-up. 2.  Strong execution across key industrial projects in Shah Alam is putting IJM Corp Bhd in prime position to capitalise on Malaysia's logistics expansion.  Both projects are estimated to be 60–80 per cent complete, with full delivery slated for the first half of 2026.    IJM had reached meaningful progress on two warehouses worth RM1.2bil in Shah Alam. https://www.nst.com.my/business/corporate/2025/08/1258339/ijm-poised-re-rating-shah-alam-logistics-projects-gain-momentum 3.  Iskandar Puteri Data Centre (IPDC) for  Telekom Malaysia Bhd  also recently had its topping out ce...

KPJ - Hospital Prince In Malaysia Background: KPJ Healthcare Berhad provides private healthcare services. The group has assets in the form of hospitals and retirement centers in Malaysia, Indonesia, Thailand, Bangladesh, and Australia. KPJ's operations include a variety of surgical disciplines, medical specialties, and hospital clinical services & facilities.   Catalyst: 1. Maybank Investment Bank (IB) Research expects   KPJ Healthcare Bhd ’s earnings outlook to remain resilient, underpinned by expected volume recovery in the second half of the year, rising case complexity and cost optimisation efforts. 2.  The research house viewed KPJ’s asset monetisation and lease renewal exercise as a strategic effort to unlock capital and support its 6,000-bed target by 2030. KPJ recently launched a 60-bed hospital in Kuala Selangor as part of its organic expansion. 3. Alongside five other hospitals under gestation ( four are earnings before interest, taxes, depreciation, and ...