LH Song's comment on MTEC. All Comments

LH Song
1 Like · Reply
The investment opportunity extends beyond contractors. Every new substation requires significant volumes of power cables, switchgear and switchboards, creating a second layer of beneficiaries across the electrical equipment supply chain.

Among the names highlighted by Kenanga are cable manufacturers Southern Cable Group Bhd (KL:SCGBHD) and Master Tec Group Bhd (KL:MTEC) as well as switchgear and switchboard suppliers such as Pekat Group Bhd (KL:PEKAT) and Powerwell Holdings Bhd (KL:PWRWELL).
Show more
Ryan TCY
MTEC looks like a solid play because all these new substations confirm confirm need their cables. If the power infrastructure boom really kicks off then these supply chain players confirm can make big money
1 Like · 5 days · translate
Alvin Chok
The opportunity isn't just the current projects. If infrastructure spending remains a priority, MTEC could benefit from a multi-year growth cycle
Like · 3 days · translate
yezm_son
One big contract can push to 2.00 again
Like · 8 hours · translate