$SNS (0259.MY)$
Optimistic business outlook
The company has secured RM85.52 million purchase order for AI super servers from a leading e- commerce platform in S.E Asia and Taiwan. This order is to supply a data centre located in Johore Bahru and are expected for delivery in August 2024. To highlight to you, Johore Bahru is the fastest growing market for data centre in S.E Asia.
The growing demand of AI super server, could uplift SNS financial perform...

$SNS (0259.MY)$
Thinking to hold or sell and buy when dip?

$NVIDIA (NVDA.US)$ fly to the moon

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.