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MTEC looks like a solid play because all these new substations confirm confirm need their cables. If the power infrastructure boom really kicks off then these supply chain players confirm can make big money
Vanzo market saturation will helps build awareness quickly, but eventually the focus has to shift from expansion to improving unit economics and customer loyalty
The scope covers the complete fuel system package for the data centre in Johor, encompassing supply, delivery, installation, testing and commissioning. Works commenced upon acceptance of the WSA, with completion scheduled in September 2027.
With the latest contract, EIP’s unbilled order book stands at RM222.5mil, providing earnings visibility over the project’s tenure.
Elridge steady leh because their PKS demand confirm keep rising as these countries chase all that green energy transition. This one got strong potential to run further since the supply chain already locked in for long term
