Malaysia's Power Sector Set for Strong Execution in 2025 -- Market Talk

Dow Jones

May 02, 2025

0128 GMT - Malaysia's power sector may see robust execution this year, underpinned by accelerating data center demand and higher capital expenditure under regulatory parameters, Apex Securities analysts Tan Sue Wen and Ong Tze Hern say in a note. While macro uncertainty may slow data center growth in the short term, they see this as a temporary pause, not a structural change. Long-term electricity demand may remain strong, driven by cloud and AI infrastructure expansion, they add. Recent share price weakness in ancillary players presents a buying opportunity, they reckon. Apex maintains an overweight rating on Malaysia's power sector, and pegs CBH Engineering, UUE Holdings, Pekat Group and Southern Cable as top picks. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

May 01, 2025 21:28 ET (01:28 GMT)

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While macro uncertainty may slow data center growth in the short term, they see this as a temporary pause, not a structural change. Long-term electricity demand may remain strong, driven by cloud and AI infrastructure expansion, they add. Recent share price weakness in ancillary players presents a buying opportunity, they reckon. Apex maintains an overweight rating on Malaysia's power sector, and pegs CBH Engineering, UUE Holdings, Pekat Group and Southern Cable as top picks. (yingxian.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 01, 2025 21:28 ET (01:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Malaysia's Power Sector Set for Strong Execution in 2025 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMalaysia's Power Sector Set for Strong Execution in 2025 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-02 09:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0128 GMT - Malaysia's power sector may see robust execution this year, underpinned by accelerating data center demand and higher capital expenditure under regulatory parameters, Apex Securities analysts Tan Sue Wen and Ong Tze Hern say in a note. While macro uncertainty may slow data center growth in the short term, they see this as a temporary pause, not a structural change. Long-term electricity demand may remain strong, driven by cloud and AI infrastructure expansion, they add. Recent share price weakness in ancillary players presents a buying opportunity, they reckon. Apex maintains an overweight rating on Malaysia's power sector, and pegs CBH Engineering, UUE Holdings, Pekat Group and Southern Cable as top picks. (yingxian.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 01, 2025 21:28 ET (01:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PW","symbol_name":"Power REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2532856620","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532856620","pubTimestamp":1746149280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0128 GMT - Malaysia's power sector may see robust execution this year, underpinned by accelerating data center demand and higher capital expenditure under regulatory parameters, Apex Securities analysts Tan Sue Wen and Ong Tze Hern say in a note. While macro uncertainty may slow data center growth in the short term, they see this as a temporary pause, not a structural change. Long-term electricity demand may remain strong, driven by cloud and AI infrastructure expansion, they add. Recent share price weakness in ancillary players presents a buying opportunity, they reckon. Apex maintains an overweight rating on Malaysia's power sector, and pegs CBH Engineering, UUE Holdings, Pekat Group and Southern Cable as top picks. 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Apex maintains an overweight rating on Malaysia's power sector, and pegs CBH Engineering, UUE Holdings, Pekat Group and Southern Cable as top picks. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 01, 2025 21:28 ET (01:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}