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this company only knows conversion of warrant, dont expect too much, those people who keeps saying this is a good company, this and that, now all hiding.
EV charging pre-inflection, solar tender environment supportive, SME lending arm diversification, director conviction visible. Genuinely multi-theme name but requires patience
As EV charging utilization data comes through and SME lending book grows, the underlying value should crystallize. Watch the next QR for ChargeSini revenue trajectory and SME loan book quality metrics.
LSS5 (2GW) and LSS5+ (2GW) solar tenders represent up to RM5.9b of EPCC opportunities to be awarded in 2026. While MBRIGHT isn't a pure solar EPCC name, their renewable energy diversification thesis aligns with the broader RE momentum.
As Malaysia's EV adoption inflects (more EV launches by Proton, Perodua entering EV space, government incentives extended), charging utilization should scale.
