$MALAKOF (5264.MY)$ my customer is Johor Sedenak Data Center...
![$MALAKOF (5264.MY)$ my customer is Johor Sedenak Data Center Engineer , he told me DC really is "Electricity-eating monster" , the monthly Electric Bill is over...](https://sgsnsimg.moomoo.com/sns_client_feed/103763685/20240712/1720754462073-random4012-103763685-android-compress.jpg/big?area=104&is_public=true)
my customer is Johor Sedenak Data Center Engineer , he told me DC really is "Electricity-eating monster" , the monthly Electric Bill is over Million ringgit!
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CK168 : malakoff got sell electricity to dc?
cool rice OP CK168 : We all know that demand for electricity is strong and utility stocks are thrivingdatacenterLike an “electricity-eating monster,” analysts believedatacenterStrong demand for electricity will drive outstanding performance in the utilities sector.
Da Securities pointed out that increasing demand for electricity will encourage enterprises to invest in electricity supply and distribution, further benefiting many participants in the industry.
Effen Wong estimates that the Malaysian Peninsula may need to increase its power generation capacity by 17 to 21 gigawatts (GW) over the next 10 years to meet the increased demand for electricity and maintain sufficient electricity reserves.
The bank continues to be optimistic about National Energy (TENAGA, 5347, main board utilities) and MALAKOF (MALAKOF, 5264, main board utilities). These two companies may be potential beneficiaries of short-term power purchase agreements (PPA) investments between the government and industry.
CK168 cool rice OP : got spook by maybank ib analyst sell call.. but i hold on..
cool rice OP CK168 : Stocks are either rising or falling. Investment banks' analysis reports are mixed; only stock price trends are the highest indicators.