Analysis

Analysts have stayed upbeat on Malaysia's renewable energy (RE) sector after the government's projects are gaining momentum.

The SEA Monthly Funding Tracker for July 2025 revealed a sharp pullback in startup investment activity across the region. Total funding in July 2025 fell to $68.0 million across 12 rounds, a 77.08 percent decrease from June 2025 ($296.7 million) and a 76.68 percent drop year‐on‐year compared to July 2024 ($291.6 million).

Moody's Ratings expects data center power demand in Asia-Pacific (APAC) to grow at a 15 percent to 20 percent compound annual growth rate (CAGR) over the next five to six years, as capacity more than doubles over the same period.

Kenanga Research has foreseen compelling growth opportunities for Malaysian telcos, driven by the rapid expansion of digital infrastructure across ASEAN.

MBSB Research said Malaysian government’s effort to reestablish the country’s positioning in the semiconductor global supply chain has started to yield results.

Malaysia’s electric vehicle (EV) market is approaching a key policy turning point, with the government expected to end completely built-up (CBU) import tax exemptions and the approved permit (AP) regime by year-end, an analyst said in its recent report.

Maybank Investment Bank has foreseen Grab's gross merchandise value (GMV) and loan-book growth to accelerate in the second quarter.

Maybank Investment Bank said Wednesday that it sees minimal impact from Indonesia's new tax on e-commerce platforms as it believes consumers can absorb the 0.5 percent tax.

MIDF Research said Tuesday that Malaysia's curbs on US-origin artificial intelligence (AI) chips unlikely to affect data center investments in the country.

Analysts have foreseen strong momentum ahead for Malaysia's renewable energy sector, anchored by strong policy pipeline.