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Affin Hwang Investment Bank analyst Lim Jia Zhen has initiated coverage on Critical Holdings with a Buy call and a target price of RM1.20, implying a 41% potential upside. Lim highlighted the company’s exposure to structural growth tailwinds across the semiconductor and data-centre sectors, supported by rising E&E facility build-outs and growing mechanical, electrical and process utilities (MEP) opportunities as data halls progressively energise.
could be driven by IB initiating coverage on CHB? the latest dc contract in Johor which was awarded to Suncon is only for the core and shell contract. MEP part was not included. The core and shell contract is expected to be completed by Q4'26. The MEP contract should be announced soon given the lead time required for the MEP equipment/instruments.
TP IBs kat 1.14 dan 1.20, Adam. Boleh guna sebagai rujukan untuk set tp / trading plan masing2. Harga purata saya kat 0.84, nak partial tp kat 1.00 dan peram bakinya - top up kalau retrace below 0.84 atau jual bakinya jika harga mencanak melebihi 1.20.
THE construction sector has delivered a strong two-year run, with the KLCON Index rising 70%, driven primarily by SUNCON (+214%) and GAMUDA (+122%). This surge was underpinned by the rapid roll-out of data centre contracts. With several near-term data centre project awards in the pipeline and overall data centre development expected to stretch well into 2030, Kenanga expects data centre-related contracts to remain the dominant growth driver for the sector in 2026. https://focusmalaysia.my/tech-giants-data-centre-spending-anchors-construction-outlook-to-2030/
