MBSB

MBSB Research has maintained its neutral recommendation on Malaysia’s technology sector, citing strong semiconductor demand driven by artificial intelligence (AI) and data center infrastructure spending, but warned that a severe talent shortage, rising regional competition and potential AI regulation could limit earnings growth.

MBSB Research has maintained its positive stance on the renewable energy subsector in Malaysia, underpinned by a strong multi-year renewable energy pipeline.

MBSB Research said on Tuesday that talent shortage will limit the earnings growth for Malaysia's technology sector.

Malaysia's renewable energy sector could see a stronger pipeline of corporate power purchase agreements over the coming months after the government cut the system access charge for firm supply under the Corporate Renewable Energy Supply Scheme (CRESS), with research houses expecting developers and data center operators to accelerate negotiations.

MBSB Research has maintained its positive stance on Malaysia's renewable energy (RE) subsector, as accelerating data center electricity demand is driving a broader power capacity upcycle across generation, grid infrastructure, RE and battery energy storage system (BESS).

MBSB Research has on Wednesday maintained its positive stance on the renewable energy subsector, underpinned by the structural policy tailwinds for a deep decarbonization trajectory in line with the targets under National Energy Transition Roadmap (NETR).

Malaysia’s National Energy Efficiency Policy and Action Plan 2026-2035 (NEEAP 2.0) and Energy Efficiency and Conservation Act (EECA) could unlock an estimated MYR 9.1 billion ($2.23 billion) in private-sector investment in industrial and commercial energy-efficiency measures, although much of the projected MYR 36.6 billion spending remains dependent on…

MBSB Research said Thursday that it viewed Malaysia's AI Nation 2030 positively, being the policy bridge between Malaysia’s current data center investment cycle and the next phase of domestic artificial intelligence (AI) value creation.

MBSB Research said Wednesday that it sees positive impacts of data center development to Malaysia economic growth and various sectors.

MBSB Research said Monday that completely knocked down (CKD) readiness will mitigate recent policy impact across most electric vehicle (EV) marques in Malaysia.