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Coal price could be the real culprit. Coal price had stayed elevated since March 2026 and it spiked recently by another 13%. Thank you Richard Tan.
I noticed the margin dropped 9.6% btw last qtr vs previous qtr. Probably that caused the sell reaction.
However, what would normal businessman do when their cost increase? I hope MCEMENT has the strong leverage to increase price to protect their margin. I could be wrong.
Late 2026 to 2027, Potential acceleration This is where I expect cement demand to become more meaningful as major projects move from planning and tendering into heavy physical construction.
2027–2030 – Possible full cement supercycle The 13th Malaysia Plan allocates RM430 billion in gross development expenditure for 2026–2030, providing a substantial infrastructure pipeline.
Dat target price RM10.10 sounds damn solid since construction sector really picking up momentum now. Just steady hand hold this one for long term because the market position already quite kuat.