Analysis
Analysts see Malaysia’s partnership with Softbank’s Arm to ignite front-end semiconductor value chain
Analysts said Thursday that Malaysia's partnership with Softbank-backed semiconductor firm Arm Holdings will ignite the front-end semiconductor value chain in the country.
Maybank foresees positive synergy from potential Grab-Gojek merger
Maybank Investment Bank said Thursday that the potential merger deal between Grab and Gojek could lead to annual synergies of $106 million to $209 million and as such would be positive.
Hong Leong sees Malaysian government supportive policies to provide competitive advantage in data center amid US AI chip curbs
While the recent US Framework for AI Diffusion presents a dent to Malaysia’s booming DC space, Hong Leong Investment Bank Research said Wednesday that Malaysian government supportive policies will provide a competitive advantage in data center (DC) investment.
RHB turns cautious on Malaysia’s data center as US AI diffusion rules present structural risk
RHB Investment Bank is turning cautious on Malaysia's data center (DC) as the US artificial intelligence diffusion (USAID) rules present a structural risk to the multi-year growth story.
MIDF: fear over US AI chip export curbs impact on Malaysia’s data center development may have been overblown
MIDF Research said Monday that the fear over the United States' artificial intelligence (AI) chip export curbs on Malaysia's data center development may have been overblown.
Affin: CRESS enhancement to boost Malaysia’s renewable energy sector
The enhancements to the Corporate Renewable Energy Supply Scheme (CRESS) is expected to boost Malaysia's renewable energy (RE) sector despite challenges remain, Affin Hwang Investment Bank said last Friday.
Maybank sees robust fintech to drive ASEAN internet sustained growth
Maybank Investment Bank said Wednesday that robust fintech will support elevated growth of ASEAN internet firms in 2025.
TNGlobal Tracker: Startup Funding Snapshot for December 2024
The Southeast Asia (SEA) Monthly Funding Tracker for December 2024 highlights some recovery in funding activity. Total funding amounted to $211 million across 16 rounds, marking a surge of 143.37 percent compared to November 2024 and a 44.33 percent decline from December 2023.
TA Securities projects carbon capture tech to attract over $10B in capital expenditures into Malaysia by 2030
TA Securities has estimated that Malaysia's carbon capture technologies could attract over $10 billion in capital expenditures by 2030, in line with the government's National Energy Transition Roadmap (NETR) target of 40-80 million tons per annum (MTPA).
Kenanga Research foresees rising electricity costs, energy-saving initiatives to accelerate solar adoption in Malaysia
Kenanga Research said Monday that rising electricity costs and corporate requirements to report energy-saving initiatives are set to accelerate solar adoption in Malaysia, driving solar engineering, procurement, construction and commissioning (EPCC) players' order books to all-time highs.
