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continue sleeping without new contracts. current orderbook will last until q3 next year based on the announcement of major mep contracts completion timeline. q4 next year theoretically will be left with maintenance contracts only if no new mep contracts.
subsequent DC projects / contracts will most likely be coming from Johor. Saw the numbers reported in Bloomberg yesterday - Johor has approved 51 data centre projects as at November, with a total investment value of RM182.96 billion (S$57.7 billion), Mr Jafni was cited as saying. Of these, 17 are already operating, 11 are under construction and 23 were approved in 2025.
and HLIB quoted that there is a trend of splitting mechanical, electrical, and plumbing (MEP) packages from shell contracts. What it meant here MEP packages will be split out and awarded separately instead of bundled together as one main contract which typically is being awarded to construction company. This trend will be beneficial for MEP contractors like CHB :)
unlikely to stop due to oversupply as its coming from different operators but a reconsideration for new requests is possible due to power and water demand from these dc are high. those previously approved will most likely proceed accordingly unless it is rerouted to other states and if the operators are willing to.
after all, tier 1 and tier 2 dcs are typically from colo providers. hyperscaler (big boys) typically building tier 3 and tier 4 dcs which are more efficient as these tiers have higher uptime and redundancy :)