Geo Energy Expects a Substantial Increase in Net Profit for 3Q2026 with Higher Sales Volumes, Higher Selling Prices and Significant Logistics Cost Savings from MBJ; Finalising ResInvest’s Investment in MBJ with Valuation of US$1.5 Billion

https://geoenergy.listedcompany.com/news.html/id/2628445

RHT Capital has published an initiation report on Geo Energy Resources Limited (SGX:RE4).

Summary on Geo Energy:

Structural cost reset, not a coal-price bet. The MBJ integrated haul road + barging chain (capex ~US$150mil) removes third-party trucking on TRA (Triaryani) coal and takes US$7-8/t out of the annual cost base.

A large, long-life anchor. TRA holds ~300Mt 2P, the core of a group reserve base that supports a ~12–15-year mine life at the planned 20–25 MTPA run-rate.

Cheap on a rebound year — with leverage to upside coal price.

The swing factor is Jakarta, not Hormuz. Danantara/DSI consolidation, FX-retention rules (100% retained; ≤50% IDR-conversion cap retained), royalty/HBA linkage and the RKAB/DMO regime drive the downside case.

We initiate coverage of Geo Energy with a BUY and an intrinsic value of S$0.69, 24% upside to the current S$0.555 share price.

https://rhtcapital.com.sg/wp-content/uploads/2026/09/Geo_Energy_23Sep2026_Final_publish_a_1498.pdf

https://theedgemalaysia.com/node/819624

World’s top coal exporter strains to lift output as prices soar

Indonesia, the world’s biggest coal exporter, is failing to tap into soaring prices for the fuel as countries look to offset reduced natural gas supplies from the Persian Gulf.

At a conference in Bali, which is the highlight of the local industry’s calendar, traders are confronting some of the tightest supply conditions in years. Exports fell to a five-year low this month following the slashing of mining quotas by the government as well as low water levels at key barging rivers, DBX Commodities said in a note.

That comes as coal consumption is set to hit a record this year as demand is bolstered by higher gas prices — due to the near-closure of the Strait of Hormuz — and a strong El Niño that’s increasing air-conditioning requirements, according to the International Energy Agency. Indonesian coal buyers, including China, South Korea and Japan, have already been observed switching from gas to coal in their power mix.

*10 in 10 with Skylink – Beyond Leasing: Scaling an Integrated Mobility Ecosystem*
https://www.sgx.com/research-education/market-dialogues/20260929-10-10-skylink-beyond-leasing-scaling-integrated

We believe Skylink’s value proposition rests on three key areas: recurring earnings, an integrated growth platform, and disciplined execution. In FY2026, Commercial Vehicle Leasing contributed about 74% of Group revenue, while around 91.1% of active leasing contracts carried minimum commitments of one year or longer. The Group generated S$12.89 million of net operating cash flow, while adjusted net profit attributable to shareholders increased 61.1% to S$4.42 million, excluding the one-off reverse takeover (RTO) listing expenses and non-cash RTO accounting effects. The balance sheet was also strengthened following the RTO and placement, with total assets of S$129.81 million and equity of S$16.98 million as at 31 March 2026.

We believe investors may not fully recognise that Skylink is building more than a vehicle fleet. It is developing an integrated platform that can generate income at several points in a commercial vehicle’s working life.

As Commercial Vehicle Leasing, Credit and Engineering scale together, the same customer relationships and asset base can support multiple revenue streams, strengthen customer retention and create greater operating leverage. This self-reinforcing mobility ecosystem provides Skylink with multiple avenues for sustainable growth and longer-term shareholder value creation.

GHY- iQiyi: "The Ferry Man" Series Exceeds RMB 8 Million in Revenue-Sharing as Third Instalment Debuts on October 1

https://sg.finance.yahoo.com/news/iqiyi-aigc-series-ferry-man-073700920.html

Dear All, following feedback that the 8PR Channel (under WhatsApp) does not provide real-time notifications, we have set up the 8PR Community (under WhatsApp) for this purpose. Kindly use this link to join the 8PR Community as we will wind down the 8PR Channel by end Oct 2026.

https://chat.whatsapp.com/H32XbPkPwGgK7gYEA4axaz

KGI on IX BIOPHARMA LTD - EUA & USA Growth Beckons
(We initiate coverage on iX Biopharma with an OUTPERFORM rating and a 12-month target price of S$1.17, based on SOTP, implying 120.8% upside from the S$0.53 last close.)

Dear All, following feedback that the 8PR Channel (under WhatsApp) does not provide real-time notifications, we have set up the 8PR Community (under WhatsApp) for this purpose. Kindly use this link to join the 8PR Community as we will wind down the 8PR Channel by end Oct 2026.

WhatsApp Channel: https://chat.whatsapp.com/H32XbPkPwGgK7gYEA4axaz