Malaysia's Data Centre Boom: An Investor's Guide to Bursa's High-Growth DC Stocks

​Discover how Malaysia's RM90.2B data centre investments are driving explosive growth in Bursa-listed DC stocks, with companies seeing YTD gains of up to 184%. Learn about key players in equipment, cybersecurity, and infrastructure.

M+ Research Team - Target Price for SNS, MNHLDG, SCGBHG, CHB

The Malaysian data centre landscape is undergoing a remarkable transformation, with the Malaysian Investment Development Authority (MIDA) spearheading an ambitious expansion that promises to reshape the nation's digital infrastructure. With RM90.2 billion in approved projects and a targeted 600% growth over five years, this sector is creating ripple effects across the stock market.

Malaysia's commitment to becoming a regional data centre hub is evident in the numbers: 12 approved data centre projects from 2021 to mid-2024, with a current pipeline of 1.2 GW. This aggressive expansion has created a fertile ground for companies serving the data centre ecosystem.

Data centre opportunities in Malaysia

Data Centre M&E Works: MNHLDG, CHB

Data Centre IT Cybersecurity Provider: CLOUDPT

Data Centre Building Material Suppliers: SCGBHD

Data Centre Equipment Suppliers: VSTECS, SNS

Key Players in the Data Centre

Equipment Suppliers

• VSTECS has emerged as a standout performer with a remarkable 184.21% YTD gain, positioning itself as a leading ICT distribution hub specializing in AI-related DC equipment
• SNS Network, showing a 138.30% YTD gain, has carved out a niche in AI super servers and comprehensive DC management services

IT Security and Infrastructure

• Cloudpoint (CLOUDPT) has secured a significant 70.37% YTD gain, notably expanding through a 75% equity acquisition of UCSB, strengthening its position in DC infrastructure services

Building Materials and Construction

• SCGBHD has capitalized on the sector's growth with a 157.14% YTD gain, providing essential cable and wire solutions for data centres
• MNHLDG (+109.43%) has secured substantial contracts, including a RM162.59 million project for a high-voltage data centre switching station
• Critical Holdings Berhad (CHB) demonstrates its expertise with a 49.61% YTD gain, highlighted by its successful Tier III data centre project for Dell in Penang

---

Interested to invest in above shares?
1. Download M+ Global APP
2. Sign Up using Phone Number
3. Enter my Invitation Code: UBZQ
4. Enjoy my professional services.

If you're existing M+ Online / M+ Global Client, you may write an email to switch Remisier to me if you want enjoy my professional services.