According to MIDF Research, $SUNWAY(5211.MY$ is a likely new entrant to the FBM KLCI list in the semi-annual review after rising to the 23rd spot, while $AMBANK(1015.MY$ is likely to be removed.
2H2024 is just around the corner, here come the time again for KLCI to review their component stocks. SUNWAY which refresh new record highs since last year will definitely in the spotlight, after inclusion of YTL and YTLPOWR earlier.
$SUNWAY(5211.MY$ Weekly Cha...
2H2024 is just around the corner, here come the time again for KLCI to review their component stocks. SUNWAY which refresh new record highs since last year will definitely in the spotlight, after inclusion of YTL and YTLPOWR earlier.
$SUNWAY(5211.MY$ Weekly Cha...
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I compare $Western Digital(WDC.US$ to $Seagate Technology(STX.US$, both HDD giants and potentially benefit from AI development theme.
The demand for large-capacity HDD products driven by the artificial intelligence market has caused overall HDD prices to surge. According to the latest updates, American memory giant Western Digital confirmed for the first time on April 8th that there is a supply shortage for both HDD and SSD. They issued formal customer lette...
The demand for large-capacity HDD products driven by the artificial intelligence market has caused overall HDD prices to surge. According to the latest updates, American memory giant Western Digital confirmed for the first time on April 8th that there is a supply shortage for both HDD and SSD. They issued formal customer lette...
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Speaking of recent global AI development, will more data centres worldwide boost the demand for Hard Disk Drive (HDD) and benefit one of the HDD manufacturer giant $Seagate Technology(STX.US$ ?
Following the announcement of a price increase by the US HDD giant $Western Digital(WDC.US$ , hard drive manufacturer Seagate Technology has also announced that it will raise prices in response back in Apr 2024, expect to have positive impact for their future QR.
Due ...
Following the announcement of a price increase by the US HDD giant $Western Digital(WDC.US$ , hard drive manufacturer Seagate Technology has also announced that it will raise prices in response back in Apr 2024, expect to have positive impact for their future QR.
Due ...
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This list will be continued to be updated
Here I list out some Malaysia data centre projects related stocks so I can study their charts later.
$NVIDIA(NVDA.US$ and Malaysian conglomerate $YTLPOWR(6742.MY$ are developing USD 4.3 billion or RM20 billion in artificial intelligence cloud and supercomputer infrastructure in Johor.
$GAMUDA(5398.MY$ wins RM1.74 bil job to build $SIMEPROP(5288.MY$ hyperscale data centre at Elmina Business Park
$GADANG(9261.MY$ has secur...
Here I list out some Malaysia data centre projects related stocks so I can study their charts later.
$NVIDIA(NVDA.US$ and Malaysian conglomerate $YTLPOWR(6742.MY$ are developing USD 4.3 billion or RM20 billion in artificial intelligence cloud and supercomputer infrastructure in Johor.
$GAMUDA(5398.MY$ wins RM1.74 bil job to build $SIMEPROP(5288.MY$ hyperscale data centre at Elmina Business Park
$GADANG(9261.MY$ has secur...
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$YTLPOWR(6742.MY$ and $GAMUDA(5398.MY$ are not the only companies that benefit from data centre projects! Let me study some companies chart that also step into data centre project
$GADANG(9261.MY$ secured a RM280 million contract to design and develop the Klang Valley Data Centre Block 2 in Cyberjaya from TM Technology Services Sdn Bhd, a business entity of $TM(4863.MY$
The contract size may not as big as the others for now, but there is a huge space fo...
$GADANG(9261.MY$ secured a RM280 million contract to design and develop the Klang Valley Data Centre Block 2 in Cyberjaya from TM Technology Services Sdn Bhd, a business entity of $TM(4863.MY$
The contract size may not as big as the others for now, but there is a huge space fo...
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$GAMUDA(5398.MY$ had secured contracts worth a combined RM1.74bil related to a data centre project in Elmina Business Park in Selangor.
Actually there was a hint to the market few months ago, some research houses pointed that Gamuda's industrial building system (IBS) capabilities may position the group to capture data centre opportunities within the Klang Valley, and they mentioned that the group is exploring opportunities for data centre projects too.
I ...
Actually there was a hint to the market few months ago, some research houses pointed that Gamuda's industrial building system (IBS) capabilities may position the group to capture data centre opportunities within the Klang Valley, and they mentioned that the group is exploring opportunities for data centre projects too.
I ...
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Independent energy producers will be allowed to start selling electricity directly to consumers from September, says deputy prime minister Fadillah Yusof.
"Other parties can supply energy to their own customers without going through or buying from TENAGA. They can supply power generation themselves and supply directly to their customers but will need to rely on TENAGA transmission lines,” Fadillah said, according to Bernama.
Will the news above negatively a...
"Other parties can supply energy to their own customers without going through or buying from TENAGA. They can supply power generation themselves and supply directly to their customers but will need to rely on TENAGA transmission lines,” Fadillah said, according to Bernama.
Will the news above negatively a...
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Today, $DNEX(4456.MY$ , $HTPADU(5028.MY$ and $THETA(9075.MY$ are actively traded in Malaysian stock market, is it related to National Integrated Immigration System (NIISe) project?
These 3 companies are understood to have been shortlisted for the National Integrated Immigration System (NIISe) project, which is set to integrate the border management systems under the various agencies of the Ministry of Home Affairs.
It is understood that the three were ca...
These 3 companies are understood to have been shortlisted for the National Integrated Immigration System (NIISe) project, which is set to integrate the border management systems under the various agencies of the Ministry of Home Affairs.
It is understood that the three were ca...
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$SSB8(0045.MY$ recent share price surge is it related to SJEE acquisition?
Another potential beneficial of Malaysia AI development - data centres related theme,
SSB8 plans to acquire a 51% equity interest in SJEE Engineering Sdn Bhd (SJEE) for RM22.95 million in cash. The company aims to broaden its construction capabilities, reduce subcontractor reliance, and expand geographically through this acquisition.
SJEE specialises in designing, installing, and com...
Another potential beneficial of Malaysia AI development - data centres related theme,
SSB8 plans to acquire a 51% equity interest in SJEE Engineering Sdn Bhd (SJEE) for RM22.95 million in cash. The company aims to broaden its construction capabilities, reduce subcontractor reliance, and expand geographically through this acquisition.
SJEE specialises in designing, installing, and com...
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Malaysian Hard Disc Drive (HDD) Theme Stocks Series #3
Next, I studied how $DUFU(7233.MY$ performed in HDD related industry.
DUFU net profit for the first quarter ended March 31, 2024 (1QFY2024) fell by 59.3% year-on-year to RM4.43 million or 0.8 sen per share from RM10.88 million or 2.1 sen per share mainly due to a drop in revenue and higher overhead costs. Quarterly revenue shrank by 22% to RM57.86 in 1QFY2024 million from RM74.18 million a year ago.
DUFU...
Next, I studied how $DUFU(7233.MY$ performed in HDD related industry.
DUFU net profit for the first quarter ended March 31, 2024 (1QFY2024) fell by 59.3% year-on-year to RM4.43 million or 0.8 sen per share from RM10.88 million or 2.1 sen per share mainly due to a drop in revenue and higher overhead costs. Quarterly revenue shrank by 22% to RM57.86 in 1QFY2024 million from RM74.18 million a year ago.
DUFU...
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