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actually fundamental strong, demand strong due to high electricity demand and capex additional by tnb. also able to adjust the price of products.i don't see any bad
The only bad is market sentimental. It's worth to keep for at least another two years. Current order on hands could makes it worth at least 1.20 and above ,it's just a matter of times to get there
Those charging station seems is make the cable is become higher demand... pahang state gov is co-operate with volt provide ev charging service... 1st station is at bentong...
for data centre, finished build up then no more for cables, if those cable is low quality, and make data centre burn out. it will go to court ad... then all investor fly away ad... for long term, tenaga is yge most sustain for those data centres... Those want to build data centre is high demand in these years only. Later those ev charging facilities still not going as planned... It surely taking much more time to build up the network. Later sure got ppl like ants found sugars, may ppl will surge to build ev charging stations