（吉隆坡26日讯）大马放眼成为东南亚的永续数据中心枢纽，然而要满足未来10年用电量暴涨近600%，还需限制碳排放并维持电力领域25%可靠备用容量，分析员预计可能需要投资高达1760亿令吉来启动24吉瓦（GW）的新太阳能发电厂，以及15吉瓦的新天然气发电厂，看好大型再生能源发展商及次级承包商将是主要受惠者。联昌研究分析员今日在分析报告中指出，基于已承诺的投资，大马政府预计数据中心的用电量将在2026至2035年期间暴涨近600%，其中大马半岛的总电力需求比重将从今年上半年仅占6%，大幅增长到20...

KUALA LUMPUR: Malaysia enters the fourth quarter of 2026 with resilient economic fundamentals, although elevated global yields, oil prices and continued foreign fund outflows could keep market sentiment cautious, according to Malacca Securities.

Malaysia's energy and utilities sector is set for a busy period as rising power demand and a growing pipeline of renewable energy (RE) projects drive investment across the value chain.

券商 ：肯纳格证券研究投资建议 ：跑赢大市闭市价 ：65仙（截至8月28日）目标价 ：78仙每股收益 ：5仙（2027财年估计）本益比 ：12.8倍（2027财年估计）股息收益率 ：2%（2027财年估计）Cheeding控股（CHEEDING，0372，创业板建筑）2027财年的订单补充预测从2.91亿令吉下调至1.11亿令吉，2028财年则维持在2.21亿令吉不变。这主要反映目前的招标组合仍偏向地下工程，而该领域的市场竞争更为激...

Utilities-related stocks are expected to continue doing well as their businesses benefit from higher energy demand supported by data centres (DCs), a rise in electricity tariffs in Peninsular Malaysia and the ongoing expansion of renewable energy (RE) infrastructure.

TENAGA Nasional Bhd’s (KL:TENAGA) rising capital expenditure (capex) is widely perceived as a direct consequence of Malaysia’s data centre (DC) boom.

Cheeding控股（CHEEDING，0372，创业板）手持订单达1亿6400万令吉，其中高达70%预计将在2027财年入账。...

theedgemalaysia.com highlighted nine stocks with momentum at Bursa Malaysia’s afternoon close on Friday. Three stocks showed positive momentum while six stocks showed negative momentum.

券商 ：肯纳格投行研究投资建议 ：买进闭市价 ：66仙 （截至5月28日）目标价 ：2.69令吉每股收益 ：5仙 （2027财年估计）本益比 ：13.3倍 （2027财年估计）股息收益率：1.9% （2027财年估计）Cheeding控股（CHEEDING，0372，创业板建筑）2026财年业绩胜于预期，凭藉明显的竞争优势，估计未来将持续受惠于国家能源（TENAGA）在监管期RP4下推动的430亿令吉电网现代化计划。Chee...

Cheeding Holdings Bhd Target price: 79 sen OUTPERFORM

PETALING JAYA: Malaysia's power transmission sector is expected to see sustained growth, underpinned by grid expansion, renewable energy integration and rising electricity demand from data centres, according to Kenanga Research.

DESPITE a modest 1.4% gain for the FBM KLCI in 2025, the year was far from uneventful. It was a tale of extremes, marked by sharp swings in sentiment and pronounced sectoral divergence. Coming off a strong 2024, optimism ran high that foreign investors would return to Bursa Malaysia. Ex...

（吉隆坡31日讯）马股今年首发股（IPO）市场火力全开，全年迎来60家新上市公司，其中16只新股迄今股价仍高于首发股发售价，且表现最突出的前五大公司清一色来自创业板。按市场板块划分，今年共有11家公司挂牌主要板，44家上市创业板，而LEAP板则录得5只新股。根据马证交所数据，今年来表现最佳的5只新股，依序排列为华阳餐饮（KOPI，0338，创业板消费）、英析集团（IAB，0376，创业板工业）、THMY控股（THMY，0375，创业板科技）、林上海资本（LSH，0351，创业板建...

（吉隆坡26日讯）随著今年最后一只新股华商绿能（GENERGY，5343，主板能源股）本月11日上市，马股今年一共迎来6...

数据中心用电量激增，促使大马电力基建投资明显提速。...

PETALING JAYA: Apex Securities has maintained its "buy" call on Cheeding Holdings Bhd following the group's announcement yesterday that it secured a RM13.5mil contract from Tenaga Nasional Bhd (TNB) for works at the PMU 132/11kV Genting Sempah substation.

KUALA LUMPUR: Stocks to watch on Thursday include Gamuda Bhd, Eco World Development Group Bhd, Sunsuria Bhd, Bermaz Auto Bhd (BAuto), Astro Malaysia Holdings Bhd, Cheeding Holdings Bhd and Chin Hin Group Bhd.

Cheeding Holdings Bhd has secured a contract worth RM13.54mil from Tenaga Nasional Bhd or TNB to perform contract works for a transmission main intake at Genting Sempah, Pahang.

Here is a brief recap of the key business news and corporate announcements on Wednesday.

（吉隆坡10日讯）CHEEDING控股（CHEEDING,0372,创业板建筑组）获国家能源（TENAGA,5347,主板公用事业组）授标价值约1400万令吉的工程合约。CHEEDING控股今天透过文告宣布，旗下独资子公司Pembinaan Bukit Cheeding私人有限公司与 Orasko私人有限公司建立的非实体联营公司收到国能签发的中标函，准备负责执行位于彭亨云顶山脚的工程，总金额为1354万3090令吉。该公司指出，上述联营公司是Pembinaan Bukit Cheeding和...