All Comments on NCT Reload

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Luke Low
Actually the big boys like Exsim and various local manufacturing giants are already deep in the game partnering with them for the industrial park development.
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Hunthunt
@nebula example China-listed Guangzhou Great Power already signed MOA with NCT to explore setting up a battery assembly facility there
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Hunthunt
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NCT Alliance Bhd will roll out its Smart Commercial Hub at the NCT Smart Industrial Park (NSIP) in Selangor in early 2027, with registration slated to start in Q4 2026, following the receipt of a Preferred Industrial Park (PIP) Certificate from Invest Selangor.
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Simon Reyes
Looks like NSIP development progressing quite well so far, got another component coming in early next year. Hopefully the response from businesses will be encouraging, then can see better potential for the whole park.
Like · 6 days · translate
Fabian
That NSIP development looking solid but everything really depend on whether those big players move in fast enough to pump up the valuation.
Like · 6 days · translate
Hunthunt
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Kuromi
@Lemonpie automation maybe lah, robotics still too early, even overseas there still developing it
Like · 1 week · translate
Fiona Auery
NCT's construction margins are not that thick and relying on high-tech robotics now is just burning cash when property demand is still quite uncertain, so better wait for their recurring income to stabilize first before thinking about long-term value.
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Lemonpie
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Oasis Home is expanding into the NCT Smart Industrial Park by setting up a 14,364-square-foot in-house fulfillment centre
Hunthunt
with Phase 1 already close to 90% taken up, this news should help build more confidence among potential buyers and support demand for Phase 2 as well
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Bluebird Tiong
this strong momentum is definitely going to boost buyer confidence and keep demand good for Phase 2.
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Hunthunt
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Nebula
indeed, still gt a long way to go, need wait until 2029 to see phase 3
1 Like · 2 weeks · translate
Fabian
Sometimes three years can pass by in the blink of an eye haha
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Lemonpie
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wow dato accumulate so much shares on 23 Sept
Hunthunt
yeah, need to meet standards on infrastructure, management and sustainability first, so the quality has to be there.
Like · 3 weeks · translate
Jason Ong
Then this might help to sell their future projects at a better premium
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Luke Low
1 Like · Reply
Nice buy volume, looks like market is anticipating for good coming quarters, definitely worth keeping an eye on for some good potential growth ahead
Edmond Khor
Not much float in the market now it seems, buckle up
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Cyrus
With such tight supply and strong potential ahead, this one is definitely getting ready to fly so just hang on tight for the ride.
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Simon Reyes
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OPR stayed at 2.75% and construction activity is still expanding. That's a decent backdrop for property counters
Lee Marco
1 Like · Reply
马来西亚首座
管理式智慧工业园

✨ 第一期正式交付

从蓝图到落地,
从建设到交付,
我们很荣幸参与并见证
NCT 高裕轩管理式智慧工业园
迈向全新里程碑。

见证智慧工业新篇章,
共创产业发展新未来。

#NCT
#NSIP
#高裕轩管理式智慧工业园
#管理式智慧工业园

#智慧工业
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Fabian
NCT is trying to pivot into industrial parks to capture high-margin recurring income, but keep an eye on their gearing ratio and execution capability because property development is still capital intensive and cyclical long-term.
Like · 1 month · translate
Lemonpie
1 Like · Reply
NSIP should benefit from the spillover effect from the recent Sri Morib Golf Club and Morib Resort Township redevelopment, together with more developments coming up across southern Selangor. As the whole corridor continues to grow, NSIP's strategic value should become more apparent over time.
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