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Showing posts from October, 2025

AAX - It's time to FLY !!! ✈πŸš€πŸš€πŸš€✈

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AAX - It's time to FLY !!! ✈πŸš€πŸš€πŸš€✈  Background: AirAsia X Berhad is a Malaysia-based company, which is engaged in providing long-haul air transportation services. It operates a fleet of more than 25 A330-300 aircraft. The airline serves the geographical region of North Asia, Australia, and West Asia and the Middle East and derives revenue through freight services, aircraft operating lease income, management fees and through other activity.  Catalyst: 1. Capital A chief executive officer Tan Sri Tony Fernandes said Capital A Bhd is optimistic of completing the disposal of its airline business to AirAsia X Bhd  by October , paving the way for the group to seek removal of its Practice Note 17 (PN17) status by year end. https://theedgemalaysia.com/node/771409 2.    AirAsia aims to capture up to 45% of Malaysia’s overall aviation market and 70% of the domestic sector within the next two years, supported by new aircraft capacity and an international expans...

Budget 2026 Bombastic Monitor list πŸ’₯πŸ’₯πŸ’₯

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  Budget 2026 Bombastic Monitor listπŸ’₯πŸ’₯πŸ’₯ 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 ...