$WCT(9679.MY)$ As usual you never missed laaa @Dato Malek

Data centres' power needs will balloon from 900MW to 1,400MW by 2029 - PublicInvest
KUALA LUMPUR: The Growth of the Data Centre Industry which will see its power needs balloon from 990 megawatts (MW) to 1,4000 MW by 2029, enormous strain on the national grid and Water supplies, provided in Johor, according to Public Investment Bank Bhd (PublicInvest).
This is especially when Tenaga Nasional Bhd (TNB) has already received applications for potential energy demand of 2,0...

$GAMUDA(5398.MY)$ I have repeatedly called this stock undervalued... With good common sense: look at all the huge infra projects it has been getting. Swimming in cash since its tolled roads disposition.
No brainer stock to buy and hold for the medium term. Buy on weakness.
Sunk 50k into this gem a month ago. No regrets. Will sell half and take profit soon. Maintain holdings until the up trend breaks.

$IFCAMSC(0023.MY)$
From the perspective of making money, if you look back at 2014/5 in the GST era, the annual net profit was around RM20million, EPS Rm0.034, and PE 50 (highest) Rm1.70.
So now with E-invoicing, I've seen no significant increase in sales over the past few years.
So let's say we go back to the same situation in 2014/5. Conservatively presets PE 35 and EPS Rm 0.034 can almost all go to Rm 1.20.
The stock price is now Rm 0.78, and there is still some room until Rm 1, let alone Rm 1.20.
So I personally think that the stock price will continue to rebound due to optimism.
#IFCA #E -Invoicing