接下来什么领域值得关注？
Key events to look out for in the near term is the tabling of the 12th Malaysia Plan mid-term review (12MP MTR) on 11 Sep that had initially outlined MYR400bn worth of development expenditure for 2021-2025. We are hopeful of key infrastructure projects to be mentioned in the 12MP MTR such as the Penang Light Rail Transit (LRT), Mass Rapid Transit 3 (MRT3), Johor Bahru-Singapore Rapid Transit System (RTS) Link and the Pan Borneo Highway. The icing on the cake would be the reinstatement of previously omitted stations for LRT3 worth c.MYR1bn under the 12MP MTR —— RHB Research
由于接下来政府可能会公布一些大型基建项目，所以个人觉得产业股和建筑股的趋势还没跑完。至于错过早前南马概念股的朋友不妨可以留意在槟城有地皮的公司，因为槟城LRT也会带动当地发展，在当地拥有许多地皮和项目的 $E&O(3417.MY$ 也已经涨了一轮。目前市场最瞩目的隆新高铁（HSR）及槟城海底隧道尚未被提到，若有意外惊喜都属于锦上添花。
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