Artificial intelligence (AI) is set to become the next major driver of Malaysia's digital economy as the country shifts its focus from building infrastructure to creating higher-value technology ecosystems.

KUALA LUMPUR (July 30): MBSB Research believes the next phase of digital-infrastructure growth will be determined less by land availability alone and more by the sustainable availability of power, water and connectivity. "At the base of the AI stack, utilities represent both the princip...

FOR an ambitious programme talked about in the market since late last year and officially launched in April this year, the My Value Up programme — Malaysia’s national capital market initiative under the Capital Market Masterplan (2026-2030) meant to catalyse strategic value creation among public-...

PETALING JAYA: Malaysia could sustainably benefit from the artificial intelligence (AI)-supercharged data centre (DC) rollout, or a second wave, given the still steady demand for DCs, says Kenanga Research.

IJM Corp Bhd (KL:IJM) has taken a concrete step towards listing its construction arm, appointing two investment banks to advise on the corporate exercise as the group seeks a valuation of about RM5 billion for the unit, according to people familiar with the matter. The advisers are unde...

双威建筑处于上升趋势周期， 出现横摆突破的形态。...

（吉隆坡23日讯）Kerjaya Prospek Group Bhd（KL:KERJAYA）获得价值5250万令吉分包合同，为巴生谷一座为数据中心服务的新建275千伏用户变电站进行土建、结构和基本低压机械及电气（M&E）工程。

Kerjaya Prospek Group Bhd (KL:KERJAYA) has secured a RM52.5 million subcontract to undertake civil, structural and basic low-voltage mechanical and electrical (M&E) works for a new 275-kilovolt consumer landing station serving a data centre in the Klang Valley.

KUALA LUMPUR: Bursa Malaysia closed marginally higher at mid-day in subdued market sentiment, with buying interspersed with selling in selected heavyweight stocks, tracking gains in regional markets amid surging crude oil prices.

大马在数字基础设施投资涌入的推动下，正经历著重大的经济转型。过去我们主要以大宗商品与制造业闻名，而如今政府已迅速将大马定位为区域数字强国。这场转变的核心在于数据中心行业的爆发式成长，吸引了数十亿美元的外国投资，并逐步重塑大马股市的市场格局。这也引发了一个关键问题：这股数据中心热潮能不能成为马股下一个成长引擎？从近期的发展趋势与市场分析来看，答案显然是肯定的。首先，数据中心的投资规模极为惊人。自2021年以来，数字投资办公室促成的投资项目总额已达到3738亿令吉，在各个高度需求领域创造了...

IJM（IJM，3336，主板建筑股）已为建筑业务上市迈出实质一步，据悉，已委任兴业投资银行及大马投资银行就此次企业融资提供咨询服务，希望首次公开募股（IPO）估值达到约50亿令吉。...

（吉隆坡17日讯）摩根大通表示，在新加坡致力于优化其稀缺的土地和电力资源之际时，马来西亚趁势而起，正迅速成为区域新增容量的首选地点。摩根大通表示在报告中称，“新加坡优化每一兆瓦（MW）的电力；而马来西亚则捕获下一个兆瓦。”报告指出，新加坡目前是全球最昂贵的数据中心市场之一，每千瓦的月租金高达330美元至475美元。在新加坡的《数字基础设施法案》草案下，这种供应紧张的局面预计将进一步加剧。根据该拟议法案第33条，任何关键IT负载达到3兆瓦或以上的数据中心营运商，都将被法律强制要求满足严格的...

（吉隆坡17日讯）数据中心热潮持续发酵，推动国内建筑业迎来丰收，上市建筑公司第二季获颁的合约按季大增56%，分析员预计下半年在数据中心、大型基础建设项目等带动下，合约流入将进一步加速，故维持建筑领域“增持”评级。上半年累计合约达277亿丰隆研究指出，根据上市承包商发布的文告统计，2026年第二季国内共颁发总值169亿令吉的建筑合约，按季增长56％，以及按年增长34％，带动上半年累计合约总值达到277亿令吉。第二季合约流入势头强劲，主要受数据中心相关项目（按季增长1.3倍）及公共部门工程（按...

KUALA LUMPUR: Domestic construction contract awards could potentially match or exceed the RM49 billion recorded in 2025, supported by a strong pipeline of infrastructure projects including the Penang Light Rail Transit (LRT) Mutiara Line and major water supply schemes, Hong Leong Investment Bank Bhd (HLIB) said.

Construction award momentum is seen to be supported in the second half of 2026 (2H26) by further data centre (DC)-related jobs, the materialisation of tenders for the Penang Light Rail Transit (LRT) Mutiara Line and a recovery in residential construction awards.

KUALA LUMPUR: Bursa Malaysia meneruskan kenaikannya apabila ditutup meningkat lebih satu peratus pada Selasa, didorong minat belian kukuh terhadap saham minyak dan gas serta perbankan ketika pelabur mengambil kedudukan menjelang kemungkinan kenaikan harga tenaga susulan ketegangan yang kembali memuncak antara Amerika Syarikat (AS) dan Iran.

（吉隆坡13日讯）双威建筑（SUNCON,5263,主板建筑组）有望赢得21亿令吉新订单，其中包括11亿令吉数据中心项目，加上受惠于成本节省、建筑材料的成本回落及营运杠杆，3年息税前盈利（EBIT）料走高至8至10％，高于此前的7至8％。因此，分析员分别将该公司的2026至2028财政年的盈利预测上调9％、6％及19％，反映赚幅的改善，目标价也随之上调。成本回落  营运杠杆根据马银行投行研究报告，该公司已经连续2季录得超过10％的息税前赚幅，并预计2026财政年第二季的息税前盈利赚幅仍将保持...

BANKS, utilities, construction and data centre-linked companies are expected to lead Bursa Malaysia into the second half of 2026, as investors pivot towards sectors with clearer earnings visibility, resilient domestic demand and tangible exposure to the country’s infrastructure and digital invest...

PETALING JAYA: Sunway Construction Group Bhd (SunCon) is well positioned for another year of strong earnings growth, supported by a record order book, robust data centre (DC) construction demand and a steady pipeline of internal jobs from parent Sunway Bhd, says UOB Kay Hian (UOBKH) Research.

双威建筑 （SUNCON，5263，主板建筑股）周五（10日）闭市报7.70令吉，涨17仙或2.26%。...