ISDN Holdings: Asset-Light Industrial Consultancy with Hydro-Energy Infrastructure
ISDN revenues are highly leveraged to Chinese economy with 61.1% of FY2025 revenue coming from China’s industrial sector.
46 Views
Geo Energy: Direct Hormuz Play, Limited by Domestic Reforms
Structural cost reset, not a coal-price bet. The MBJ integrated haul road + barging chain (capex ~US$150 mil) removes third-party trucking on...
110 Views
Food Empire: 1H26 Results In-Line; Top-Line Beats, Margin Potential Concern
Food Empire (FEH) delivered a clean-looking 1H26 — record half-year revenue and PAT swinging back to positive; [top-line beat riding on a margin...
103 Views
Info-Tech Systems: Good 1H Results, but Expect a Stronger 2H
Although 1H26 revenue of $27.3mil is only 33% of RHTC’s $82mil for FY26F (1H25 was 40% of FY25), net profit at $9.7mil is 36% of RHTC’s $27mil...
98 Views
LMS Compliance (SGX: LMS): 1H26 In-Line, Execution on Track
LMS Compliance (LMS) saw record revenue growth of RM$18.19 mil, +40.5% yoy, in 1H FY26, significantly outpacing the 32.5% growth in FY25 and...
98 Views