ViTrox, Sunway Construction, Zetrix AI, SD Guthrie, Lotte Chemical Titan, Pentamaster, Kobay, F&N, Tanco, Alpha IVF, TT Vision

ViTrox Profit Triples on AI Demand: Bursa Stocks to Watch

Quick Answer: ViTrox posted its strongest quarter since its 2005 listing, with net profit more than tripling to RM118.6 million for the quarter ended Sept 30, 2026. Across the 11 companies in The Edge’s Nov 5 recap, AI-linked earnings grew while Lotte Chemical Titan’s net loss widened to RM245.5 million. For shareholders, the pattern worth monitoring is the gap between AI-driven growth and loss-making names.

Bursa Malaysia earnings split sharply on Nov 5. ViTrox (KL:VITROX) posted its best quarter since listing, while Lotte Chemical Titan (KL:LCTITAN) reported a wider loss.

The Edge’s Thursday recap covered 10 other names, from data centre builders to a palm oil planter. Here are the numbers behind each one.

What Were the Bursa Malaysia Earnings on Nov 5?

Bursa Malaysia earnings: ViTrox, Sunway Construction, Zetrix AI, SD Guthrie, Lotte Chemical Titan, Pentamaster, Kobay, F&N, Tanco, Alpha IVF, TT Vision
Companies featured in The Edge’s Nov 5 corporate news recap

ViTrox revenue more than doubled to RM485.1 million, driven by higher sales volume and lower unit costs. The semiconductor equipment maker expects growth to continue into 2027, supported by demand for AI infrastructure and data centres.

Sunway Construction (KL:SUNCON) secured a RM1.74 billion contract to build a hyperscale data centre in Bandar Serendah, Selangor. It is the company’s seventh data centre-related contract this year.

Year-to-date new orders reached RM9.8 billion, lifting the outstanding order book to RM13.4 billion. The project is expected to be completed by the fourth quarter of 2028.

ViTrox Profit Triples on AI Demand: Bursa Stocks to Watch
Photo: TheEdge

How Much Did Pentamaster and Kobay Profits Rise?

Pentamaster (KL:PENTA) lifted net profit 19.6% to RM20.46 million from RM17.11 million a year earlier. Revenue surged 51.3% to RM224.05 million, with AI computing contributing nearly half of quarterly revenue.

The group expects double-digit revenue growth for FY2026, backed by an outstanding order book of RM500 million.

Kobay Technology (KL:KOBAY) posted a record net profit of RM18.66 million for the first quarter ended Sept 30, 2026 (1QFY2027), up 73% from RM10.77 million. Revenue rose 17% to RM130.24 million on stronger contributions from its manufacturing divisions.

Why Did Lotte Chemical Titan’s Net Loss Widen to RM245.5 Million?

Lotte Chemical Titan posted a net loss of RM245.5 million for 3QFY2026, wider than RM168.84 million a year earlier. Higher feedstock costs, depreciation, interest expenses and narrower margins weighed on the result.

Revenue rose 17% to RM2.85 billion on higher average selling prices. The petrochemical group has been loss-making since 2QFY2022.

How Far Did SD Guthrie’s Profit Fall in Q3?

SD Guthrie (KL:SDG) net profit fell 17% to RM773 million for the quarter ended Sept 30, 2026, from RM935 million. Lower gains from land sales and weaker downstream earnings drove the decline.

Revenue slipped 0.3% to RM5.39 billion. The plantation group remains optimistic about its full-year performance, supported by resilient palm oil prices.

What Is Tanco’s RM700 Million Klang Contract Worth to Shareholders?

Tanco (KL:TANCO)’s joint venture with a Chinese construction firm secured a RM700 million contract to build an industrial warehouse complex in Klang. The project is expected to be completed by November 2028.

Tanco’s role is limited to project coordination and management for an undisclosed fee. Its Chinese partner will undertake construction and bear the associated costs and risks.

What Problems Are Weighing on Zetrix AI After RM3.7 Billion Spend?

Zetrix AI (KL:ZETRIX) has spent RM3.7 billion on development. It launched a digital identity service for AI agents with China’s Academy of Information and Communications Technology to commercialise those investments.

The company has breached a covenant on its RM2 billion sukuk programme, and MARC Ratings has downgraded its credit rating. Investors tracking AI-linked names can compare such figures using our AI Stock Analysis for Malaysians guide.

Why Is Alpha IVF Moving to the Main Market?

Alpha IVF (KL:ALPHA) has secured approval from the Securities Commission Malaysia and Bursa Malaysia to transfer its listing from the ACE Market to the Main Market under the healthcare sector. The fertility care specialist debuted on the ACE Market in March 2024.

The company said the move would enhance its corporate profile and attract greater institutional investor interest.

How Much Dividend Did F&N Declare for FY2026?

F&N (Fraser & Neave Holdings, KL:F&N) reported an 18.2% rise in net profit to RM135.05 million for 4QFY2026, from RM114.29 million. The increase was mainly due to lower tax expenses, while revenue fell 3.1% to RM1.19 billion.

The board proposed a final dividend of 30 sen per share, bringing the total FY2026 payout to 60 sen per share. Readers can review how payouts are tracked in our Dividend Investing Guide.

What Is TT Vision’s RM15.32 Million Order Worth?

TT Vision (KL:TTVHB) secured a RM15.32 million purchase order from an unnamed global opto-semiconductor manufacturer for automated optical inspection equipment. The order is to be fulfilled within nine months.

It is the third purchase contract this year, following orders worth RM9.5 million in September and RM3.62 million earlier this month.

Key Takeaways

  • ViTrox net profit more than tripled, and its outlook points to growth into 2027.
  • Sunway Construction order book stands at RM13.4 billion, with seven data centre contracts this year.
  • Lotte Chemical Titan remains in the red, with losses since 2QFY2022.
  • Zetrix AI faces a sukuk covenant breach and a MARC Ratings downgrade.
  • F&N FY2026 dividend totals 60 sen per share.

This article is general information, not personal financial advice. Figures come from The Edge’s Nov 5 recap of company announcements. Always do your own research before making any investment decision.

Frequently Asked Questions

What was ViTrox’s net profit for the quarter ended Sept 30, 2026?

ViTrox reported net profit of RM118.6 million for the third quarter ended Sept 30, 2026, up from RM34.7 million a year earlier. Revenue more than doubled to RM485.1 million over the same period.

Why did Lotte Chemical Titan’s net loss widen?

Lotte Chemical Titan’s net loss widened to RM245.5 million for 3QFY2026, from RM168.84 million a year earlier. Higher feedstock costs, depreciation, interest expenses and narrower margins were the main drags.

How much dividend did F&N declare for FY2026?

F&N proposed a final dividend of 30 sen per share, bringing its total FY2026 payout to 60 sen per share. The proposal follows an 18.2% rise in 4QFY2026 net profit to RM135.05 million.

Is Zetrix AI in breach of its sukuk programme?

Yes, according to The Edge, Zetrix AI has breached a covenant on its RM2 billion sukuk programme. MARC Ratings has also downgraded its credit rating.

Why is Alpha IVF moving to the Bursa Main Market?

Alpha IVF received approval from the Securities Commission Malaysia and Bursa Malaysia to transfer from the ACE Market to the Main Market. The company said the move would attract greater institutional investor interest.


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Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.

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