BIMB

Malaysia’s climate resilience investment opportunity extends beyond renewable energy and green buildings to infrastructure that can keep cities functioning during floods, heatwaves and other disruptions, BIMB Securities said on Thursday.

The rapid expansion of renewable energy projects is increasing execution risks related to workforce skills, site safety and contractor management, BIMB Securities said on last Friday.

BIMB Securities believes the artificial intelligence (AI) infrastructure boom is far from over, as hyperscalers continue to expand capacity while the pursuit of more capable AI models fuels ongoing upgrades across servers, networking equipment and data centers.

Power, water and connectivity are the new bottleneck in Malaysia's artificial intelligence (AI) era, BIMB Securities said on Thursday.

BIMB Securities said Tuesday that artificial intelligence (AI) is transforming climate-risk management across industries, and key sector beneficiaries included utilities and energy; banks and insurers; plantations and agriculture; infrastructure and property.

BIMB Securities has foreseen policy shifts Malaysia from import-driven to localization-driven electric vehicle (EV) growth, pushing foreign original equipment manufacturers (OEMs) toward completely knocked down (CKD) assembly.

BIMB Securities has maintained a neutral outlook on Malaysia's broader technology sector but remain bullish on fabless semiconductor firms as Malaysia's moving up the semiconductor value chain.

BIMB Securities Research has foreseen carbon tax to add MYR 1 billion ($240 million) to the Malaysian government coffer.

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.