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高压 cable需求会在这10年里猛增,全球都赶目标 net zero carbon 和 renewable energy 。这是必须的,毕竟AI和data center都很耗电,所以对电力需求很高很高,所以要赶增长renewable energy ,国能需要同步的upgrade grid 才能实现。全球都努力在这30年里,直到2050年要net zero carbon
Ok... Understand that it penetrate into business IoT... So also now meet the demand of tnb to invest in smart grid.... But for business IoT, how its revenue determined? Seem like revenue not much.... Just the business venture is benefit to the trend of digitalise
Is normal share price up down, it is short term due to profit taking action or swith to another counter, but as long as what government will do on sugar industry, and what company has planned to do for its business direction will determine its next level of revenue, like start planting cane at sarawak, explore markets outside malaysia etc