Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 3rd Feb 2026, property developer <a href="https://www.smartkarma.com/entities/guocoland-malaysia-bhd" target="_blank" data-smartkarma-citation="entities:16496:1" rel="noopener">GuocoLand Malaysia (GUOL MK)</a> (GMB) announced <a href="https://www.smartkarma.com/entities/guocoland-ltd" target="_blank" data-smartkarma-citation="entities:17467:1" rel="noopener">GuocoLand (GUOL SP)</a>, its controlling shareholder, intended to delist the company via a selective capital reduction.</li>
<li>GuocoLand offered RM1.10/share in cash, a 17.65% premium to last close; but more like &gt;80% to undisturbed. GuocoLand and concert parties hold 67.93% of shares out.</li>
<li>
<a href="https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=251516&amp;name=EA_DS_ATTACHMENTS" target="_blank" rel="noopener">The Circular is now out</a>, with an EGM on the 29th May, and expected "implementation" late July. The IA (Kenanga) concluded "NOT fair, BUT reasonable", and to "vote in favour".</li>
</ul>


Back on the 3rd Feb 2026, property developer GuocoLand Malaysia (GUOL MK) (GMB) announced GuocoLand (GUOL SP), its controlling shareholder, intended to delist the company via a selective capital reduction.
GuocoLand offered RM1.10/share in cash, a 17.65% premium to last close; but more like &gt;80% to undisturbed. GuocoLand and concert parties hold 67.93% of shares out.

The Circular is now out, with an EGM on the 29th May, and expected "implementation" late July. The IA (Kenanga) concluded "NOT fair, BUT reasonable", and to "vote in favour".


GuocoLand Malaysia (GUOL MK): 29th May Vote On Delisting Offer

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

Thematic (Sector/Industry)

While the popular view remains that Iskandar's development is largely being driven by investments from Singapore households into the residential market, however, the actual dynamics are quite different.&nbsp;Over 60% of the cumulative investments have been from Malaysia while residential property makes up only 24% of the total investments.&nbsp;Thus, waning demand for residential assets is unlikely to derail the Iskandar express.

While the popular view remains that Iskandar's development is largely being driven by investments from Singapore households into the residential market, however, the actual dynamics are quite different.&nbsp;Over 60% of the cumulative investments have been from Malaysia while residential property makes up only 24% of the total investments.&nbsp;Thus, waning demand for residential assets is unlikely to derail the Iskandar express.

Can Iskandar Malaysia succeed without Singapore?

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

<ul><li>Philippine banks are now taking over others in SE Asia in terms of credit growth&nbsp;as they become more comfortable with their own financials and the overall economy.</li><li>Indonesian Bank loan growth has stepped down dramatically over the past few years. This reflects cyclically less corporate demand combined with increased caution from the banks</li><li>Thai Banks now report the lowest growth. With GDP growing at 0.5% this is reflective of demand.</li></ul>

Philippine banks are now taking over others in SE Asia in terms of credit growth&nbsp;as they become more comfortable with their own financials and the overall economy.Indonesian Bank loan growth has stepped down dramatically over the past few years. This reflects cyclically less corporate demand combined with increased caution from the banksThai Banks now report the lowest growth. With GDP growing at 0.5% this is reflective of demand.

South East Asian Loan Growth  - Phillippine, Thai and Indonesian Banks Compared.

Malaysia&rsquo;s government recently rolled out the new Goods &amp; Services Tax (GST) on 1 April 2015. But many people are still unsure as to its full impact on the country&rsquo;s property market, especially the housing sector.To help prospective buyers, PropertyGuru Malaysia has compared the new tax regime with the old one to give consumers an idea of its potential effects.

Malaysia&rsquo;s government recently rolled out the new Goods &amp; Services Tax (GST) on 1 April 2015. But many people are still unsure as to its full impact on the country&rsquo;s property market, especially the housing sector.To help prospective buyers, PropertyGuru Malaysia has compared the new tax regime with the old one to give consumers an idea of its potential effects.

Malaysia

MPHB Capital Berhad is predominantly involved in the business of underwriting all classes of general insurance. The Company also has a credit business and investment in properities in Malaysia.

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Mphb Capital (MPHB MK)

GuocoLand Malaysia (GUOL MK): 29th May Vote On Delisting Offer

The proposed privatisation of Guocoland Malaysia (GUOL MK) by way of a selective capital reduction (SCR) was duly passed by disinterested...

David Blennerhassett

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...

Rajan Govil

Can Iskandar Malaysia succeed without Singapore?

While the popular view remains that Iskandar's development is largely being driven by investments from Singapore households into the residential...

PropertyGuru

South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.

Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...

Daniel Tabbush

How will GST impact Malaysia property?

Malaysia’s government recently rolled out the new Goods & Services Tax (GST) on 1 April 2015. But many people are still unsure as to its full...

PropertyGuru

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