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Amanda Lacaze to retire as Lynas CEO, MD

KUALA LUMPUR: Lynas Rare Earths Ltd chief executive officer and managing director Amanda Lacaze will retire after 12 years in the role.

Trading ideas: Sunway, IJM, TM, Lianson Fleet, HE, Vantris, IGB, Favelle Favco, AnwaBiru, Rexit, Melati Ehsan

KUALA LUMPUR: Here is a recap of the announcements that made headlines in Corporate Malaysia.

TNB’s FY25 to FY27 net profit estimates raised 

PETALING JAYA: Analysts have lifted their earnings forecasts for Tenaga Nasional Bhd (TNB) over a three-year period, as they factor in power purchase agreement (PPA) extensions for three gas-fired plants and lower interest expense.

Positive views of IJM’s growing industrial forays

PETALING JAYA: Analysts are striking an upbeat tone on IJM Corp Bhd after reviewing the group's three ongoing warehouse-related development projects.

Slower recovery likely for IOIPG

PETALING JAYA: IOI Properties Group Bhd (IOIPG) may continue to see a relatively slower property development turnaround, as opposed to other developers, and significantly higher gearing of 0.95 times versus its peers' average of about 0.4 times.

MSC earnings to climb amid tight supply

PETALING JAYA: Apex Securities Research expects global tin market tightness and firmer tin prices to lift Malaysia Smelting Corp Bhd's (MSC) earnings in the coming years.

Record order wins  bolster Solarvest outlook

PETALING JAYA: Solarvest Holdings Bhd's earnings outlook remains supported by strong order‑book visibility and a robust pipeline of renewable energy projects, even as near‑term profit recognition is expected to be backloaded.

SD Guthrie’s push into industrial land bodes well

PETALING JAYA: Prospects for SD Guthrie Bhd are set to strengthen as the plantation group deepens its push into industrial land development, a move expected to enhance earnings visibility and unlock latent asset value over the coming years.

Bright outlook for energy sector in 2026

PETALING JAYA: The energy sector is poised for another exciting year in 2026 given major projects in the pipeline, which should drive news flow on renewable energy (RE), says RHB Research.

Hume Cement strengthens balance sheet with disposal of concrete unit

PETALING JAYA: Hume Cement Industries Bhd's net cash position is set to rise to about 15% of its current market capitalisation following the disposal of its loss-making concrete business.