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U.S.
Microsoft Q1 2026: Deepens OpenAI partnership and sustains growth
In the first quarter of financial year 2026, accelerating demand and adoption of Microsoft’s AI platform and family of Copilots…
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U.S.
Amazon Q3 2025: Maintains steady growth at scale
Amazon’s share price rose as the company delivered another strong quarter, reflecting steady performance across its business. Growth was broad-based,…
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U.S.
Alphabet Q3 2025: AI momentum drives broad-based growth
Alphabet’s quarterly revenue exceeded US$100 billion for the first time in Q3 2025, marking a significant increase from about US$50…
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U.S.
Meta Q2 2025 earnings call: A glimpse of superintelligence
Meta delivered a robust quarter in Q2 2025, with strong performance driven by its core advertising business and accelerating user…
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U.S.
Amazon Q2 2025 earnings call: Resilient results amid tariff uncertainties
Amazon continues to anchor its e-commerce platform on broader selection, lower prices, cost efficiency, and faster delivery. It is also…
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U.S.
Microsoft Q4 2025 earnings call: Delivers big with AI and cloud
Microsoft delivered strong financial results that exceeded expectations, driven by the rapid adoption and “diffusion” of AI technology across its…
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U.S.
Apple Q3 2025 earnings call: Resilient Q3 performance amid tariffs
Apple continued to record growth in Q3 2025, setting a new June quarter revenue record. This performance was driven by…
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U.S.
Alphabet Q2 2025 earnings call: Strong AI foundation but headwinds ahead
Alphabet continued to record decent growth in Q2 2025, underpinned by its long-term investments in its differentiated full-stack approach to…
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Malaysia
10 things I learned from the 2025 Genting Malaysia AGM
Founded in 1965, Genting Malaysia celebrates its 60th anniversary in 2025. Some of the well-known integrated resorts owned by the…
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2025年Genting Malaysia股东大会: 主場穩、海外傷
創立於1965年的Genting Malaysia，即將迎來60週年。旗下營運據點遍佈全球，從馬來西亞雲頂世界、紐約市的Resorts World New York City、Catskills與Hudson Valley，到巴哈馬的Resorts World Bimini，各地綜合度假村構成了其全球版圖。 2024年，公司整體營運呈現增長，卻在2025年4月創下近20年股價新低，引發市場關注。以下為筆者從2025年雲頂馬來西亞年度股東大會整理出的十大觀察重點。 1. 營收創高，獲利下滑，稅費與一次性虧損為主因。 2024年，集團總營收成長7.1%至109億令吉，主要來自全球業務量增加。其中賭場營收仍是主力，占總體比重72.1%，且VIP貢獻比首次超過一般市場，達56%。然而，淨利潤卻大減42.5%至2.512億令吉，主因包括： 馬來西亞銷售與服務稅提高 營運、人事與財務成本攀升 一次性固定資產減值2.17億令吉 2023年一次性1.8億令吉淨收益的消失基期效應 每股股息由15仙降至10仙，反映獲利承壓。 2. 本地業務穩健增長，酒店入住率幾近滿載。…
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