Everything a Malaysian board, desk or investment committee needs before 09:00 — the overnight tape, the corporate file, the policy diary and today's watchlist, in one briefing.
The Energy Commission's determination sets the return base for the coming regulatory period, resetting earnings visibility for the utility complex and the contractors attached to it.
Allowed return framework holds the capex pass-through mechanism intact.
Transmission upgrade tranche is the largest single award pipeline this cycle.
Watch supplier margins: cable, switchgear and EPC order books are already tight.
Domestic tone
Constructive open expected; index futures settled at a modest premium to fair value.
Currency
Ringgit steady against the dollar into the Asian session; watch the 4.20 handle.
Rates
Government bond curve little changed; three-year auction bid-to-cover is the day's tell.
Positioning
Foreign flow has been a net buyer for three consecutive sessions, concentrated in banks and utilities.
Results
Two index constituents report before market open; consensus is skewed to the upper half of guidance.
Contracts
Infrastructure award announced late yesterday extends an order book into the next financial year.
Capital
A mid-cap industrial has lodged terms for a placement to fund plant expansion.
Boardroom
One chief executive transition takes effect today at a Main Market issuer.
Semarak Technologies
ACE Market · RM 0.38 · retail tranche closes today
Anggun Logistics
Main Market · RM 1.20 · institutional book building underway
Kilat Renewables
ACE Market · RM 0.55 · prospectus lodged, opens next week
Bank Negara Malaysia
International reserves, second half of month
Department of Statistics
Producer price index
United States
Consumer confidence
Japan
Retail sales
Maybank
Q2 FY26 results
Tenaga Nasional
Q2 FY26 results
Sime Darby Property
Q2 FY26 results
Petronas Chemicals
Q2 FY26 results
Dividends
Interim entitlements go ex this week across banks and consumer names.
Rights issues
One renounceable rights issue remains open for acceptance.
Buybacks
Ongoing mandates active at several index constituents.
Securities Commission
Consultation on disclosure timelines for material contracts closes this week.
Bursa Malaysia
Revised listing requirement guidance for sustainability reporting takes effect next quarter.
Ministry of Finance
Pre-budget engagement sessions with industry associations continue.
Singapore
Monetary authority holds settings; export orders point to a firmer second half.
Indonesia
Downstream metals policy draws a further round of foreign commitments.
Thailand
Tourism arrivals sustain services momentum into the third quarter.
Vietnam
Manufacturing FDI approvals rise, led by electronics assembly.
Utilities complex
Tariff determination read-through to earnings visibility.
Construction
Order book announcements around the infrastructure tranche.
Banks
Quarterly reporting begins; watch net interest margin commentary.
Semarak Technologies
Final day of the retail offer.
