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MSM in the sweet spot?

Lower raw sugar price
Lower logistic costs
Stronger RM

(excluding the impact of derivatives)

#MSM
Impact of NY11 price fluctuationson MSM’s profitability

1 pound = 0.45359237kg
Assume 1USD = RM4.4

1 US cent/pound fluctuation
= RM0.044/ 0.45359237
= RM0.097/kg

Assume 1.12 to 1.14 kg of raw sugar is required to produce 1kg of refined sugar

Impact of 1 US cent/pound fluctuationin NY11 in producing 1kg

= RM0.097/kg x 1.13
= RM0.1096/kg

For the wholesale segment, assume the annual volume of 288,000MT

Impact of 1 US cent/ pound fluctuation in NY11 on production of 288,000MT refined sugar
= RM0.1096 x 288,000 x 1,000
=RM31.565m

#MSM
Something unusual here

#ELRIDGE
Suddenly, CJCEN released its presentation deck through a company announcement and provided guidance for 2025.

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=157512&name=EA_GA_ATTACHMENTS
MRDIY annual report 2024

KKV’s performance has been highly encouraging: all 10 newly-launched outlets are expected to reach payback within two years and are achieving average monthly revenues significantly higher than typical MR D.I.Y. stores. To build on this success, we plan to open over 30 additional KKV and sub-brands stores in 2025, targeting Gen Z and the M40 segment to meet previously underserved demand.

A significant advantage came from our procurement strategy. More than 65% of our cost of goods sold are sourced from China; we benefited in the tail-end of 2024 from the strengthening of the Ringgit against the Renminbi and United States Dollar. This, combined with our five-month inventory lag, is expected to enhance our gross margins in FY2025, allowing us to maintain competitive pricing while preserving profitability.
🤔
#MAXIS
#Solar

Even a telco player has entered the solar energy business 🤔
Nga - the minister - had told Malaysia’s parliament in July of last year that the ministry planned to modernise the country’s solid waste management by setting up 18 Waste-To-Energy plants by 2040. He did not give a projected cost.

The sites are:

Kedah: Jabi and Padang Cina

Johor: Bukit Payung, Seelong, and Sedili

Pahang: Jabor-Jerangau and Belenggu

Melaka: Sungai Udang

Selangor: Batu Arang, Jeram, Tanjung Dua Belas and Rawang Dua

Penang: Pulau Burung

Perak: Lahat, Taiping, and Manjung

Terengganu: Tertak Batu

Kelantan: Jedok

https://www.channelnewsasia.com/asia/malaysia-faces-questions-over-waste-energy-incinerators-5124421?cid=internal_sharetool_androidtablet_28052025_cna
#CUCKOO

What it actually means is that the shares made available for application by Eligible Persons were UNDERSUBSCRIBED.

The authorities should ensure that companies do not manipulate language in a way that misleads or confuses the public.