AGP Executive Report
Last update: 5 hours agoMAS Profit Watch: MAS posted net profit of S$20.0b for FY2025/26, driven by S$39.8b investment gains, but flagged risks from a stronger Singapore dollar, energy disruption, inflation and high equity valuations. AI & Finance Connectivity: Interactive Brokers opened AI connectivity to any tool built on the Model Context Protocol (MCP), letting clients link portfolio and trading workflows beyond certified ChatGPT/Claude/Grok marketplaces. Digital Infrastructure: China Mobile’s SEA-H2X subsea cable (Hong Kong–Singapore with links via Hainan, Thailand and the Philippines) is now in commercial operation, aiming to cut latency for AI-driven cross-border cloud routing. Offshore Data Centres: Seatrium won Bureau Veritas Marine & Offshore Approval in Principle for a 30MW floating data centre concept, targeting modular, energy-efficient computing for coastal AI demand. Energy & Policy: In the Philippines, consumer coalition P4P said scrapping electricity system loss charges is overdue but doesn’t fix wider energy cost problems. Semiconductor Ecosystem: Mi Equipment (M) will expand R&D and manufacturing in Penang for advanced semiconductor packaging, focusing on die sorting, AI applications and bonding solutions. Trade & Tariffs: A business group warned a new 12.5% US tariff on Philippine exports could endanger ₱825b in annual trade and jobs, while Singapore is also cited among higher-taxed exporters.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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