Malaysia data centre plays face further risks, JPMorgan warns as it downgrades Sunway Construction, Gamuda
Construction stocks, in particular, have declined, but premium price multiples have not been fully reversed, JPMorgan said on Friday.
Construction stocks slip further as investors continue to cut exposure to M'sian data centre plays
The Bursa Malaysia Construction Index, which tracks 50 stocks in the sector, fell to a fresh three-month low of 263.
Malaysia's data centres unaffected by US AI chip export restrictions, says deputy Miti minister
Liew Chin Tong said the Malaysian government will take a cautious, evaluative stance to better understand how these proposed restrictions might influence future developments and partnerships.
AI and data centres to transform future of energy systems, says MD of World Economic Forum
Data centres currently account for approximately 1% of global electricity demand, with projections indicating this could rise to 3% by 2030, according to WEF managing director Mirek Dušek.
Data-centre proxy stocks decline; experts warn against early bottom fishing
“The incoming Donald Trump administration is unlikely to reverse the outgoing Joe Biden’s policies.
Mah Sing confident data centre projects will pass through potential US chip export restrictions
The company also has 42-acre land in the Meridin East township in Johor Bahru that could be further developed to support an additional 300 megawatts of power capacity.
TNB: Data centres 'best customers' for infrastructure investment
It was previously reported that TNB expects to see electricity demand from data centres reach 5,000MW by 2035, accounting for 15-20% of total electricity demand in the country then.
Smaller data centre players to face competitive pressures, especially in Johor — BMI
BMI said Johor’s stable infrastructure and government incentives make it an attractive destination for institutional investors seeking reliable and high-growth opportunities.
Data centre land sales lift Crescendo's 3Q net profit
The Johor-based property developer recorded a net profit of RM103 million for the quarter ended Oct 31, 2024 (3QFY2025), compared to RM18 million a year earlier, according to a bourse filing on Friday.
MIDF Research: YTL Power on track to deliver data centres, with second 8MW under Johor Data Centre 1 to come online by year end
The research house also said YTL Power's power usage effectiveness at 1.
