Infrastructure construction or land sales to operators, developers vying for data center opportunities.
Exclusive Report: @Jungle lee
【Data Center Series (Part 1)】
With the residential market becoming increasingly crowded, the emergence of data centers has captured significant attention, further energizing the already active industrial sector. Almost every week, different industrial companies make major announcements, either about constructing or investing in data centers, resulting in a hot market.
The market has shown willingness for the development of data centers in various regions of Malaysia, with continuous digital transformation initiatives driving potential entry of super large-scale data centers into the Malaysian market. This trend and opportunity shape the future of Malaysia's data centers.
Industrial companies never engage in loss-making businesses, investment opportunities come with business opportunities. Having a large landbank, especially in Johor and Klang Valley, and financially sound developers, there is a chance to seize opportunities and diversify income when this wave of data center boom hits.
With the Singapore government banning the construction of new data centers in 2019 and conditionally lifting the ban in 2022, Johor, strategically located near water sources, is leading the way in data center development in Malaysia, while the tech hub of Cyberjaya is also catching up.
As a long-term operating data center, it is expected to become the new favorite of the industrial sector, but what benefits can attract large industrial companies to enter? What factors, both domestic and international, are driving its growth? Can our country's hydroelectric, fiber optic, and digital infrastructure handle this sudden surge in demand?
The series of reports on data centers by "Nanyang Siang Pau" sheds light on the growth of the industrial sector with the increasing attention on data centers.

$POHUAT (7088.MY)$ $HOMERIZ (5160.MY)$ $SYNERGY (0279.MY)$
Malaysia's KLCI index has broken through a 2-year high, and many industries have gradually seen improvements. According to Malaysia 🇲🇾 trade data for March, exports of wood products, rubber products (gloves 🧤), plastic products, metals, etc. all showed signs of growing year by year.
As a result, our industrial services index rose 📈 10.3% this year, getting rid of the dilemma of falling in 2023. Furthermore, the US dollar strengthened in Q1, and it is expected that the results announced in May will result in foreign exchange profits. The Federal Reserve stopped raising interest rates, and Malaysian stocks are expected to stabilize. Q2 foreign exchange profit/loss will depend on foreign exchange trends at the end of June.
SYNERGY, which went public last year, is trending wild this year. It announced a record high net profit in February. This year, it has risen by more than 100%, and is already the target price given by all investment banks. The results of POHUAT and HOMERIZ were released in March and April, respectively. Their turnover grew by YOY and QOQ when inventory was replenished, and they also broke through a 52-week high after the results were released.
POHUAT's quarterly decline in cash was mainly due to increased turnover, and Inventories and Trade Receivables increased due to increased order turnover. Inventory will continue to be replenished in the next 1-2 quarters, and stable performance is expected. But the longer term hasn't...

$SAMAIDEN (0223.MY)$
I love how the handle formed within the base. Price at key resistance. Company warrant at a negative premium.
$SAMAIDEN-WA (0223WA.MY)$

$Bursa Property (0020I.MY)$
Bullish chart pattern formed in Bursa Property, thoughts?