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MN has about 1.75 bil order book now that will last till 1Q 2028 assuming that it can complete contract worth about 800 mil to 1 bil per year. Easily > RM 4 by end Sept. TNB has to tender out 20 to 30 bil of contract in order to cater for DC electricity need and MN likely to benefit from it.
I offloaded 20% for 3.40 in August and switchrd to Plantation counters; TSH, HSPlant and PPB. So far so good!! Plantation sector likely to have good prospect till 2Q 2027.