Solarvest aiming for robust growth in FY27…
Main growth drivers for FY27
Record order book of RM2.5 billion, equivalent to about 3.3 times FY26 revenue, providing earnings visibility through FY27 and FY28. Most projects are tied to utility-scale solar and the Corporate Green Power Programme (CGPP).
FY26 was a record year, with net profit rising about 54% to RM79.8 million and revenue increasing 41% to RM757 million. Strong execution of large-scale solar projects and recurring energy generation income contributed to the results.
Potential upside from CRESS projects (Corporate Renewable Energy Supply Scheme), which could add new contracts once regulatory clarity improves. Some analysts expect project awards to emerge during 2026.
Battery Energy Storage Systems (BESS) are seen as the next growth area. Solarvest is positioning itself to benefit as Malaysia expands energy storage alongside solar deployment.
LSS6 solar tenders are expected to be another significant opportunity for new order wins.
What analysts are saying
Several research houses remain positive because of:
Stable profit margins.
Strong project execution track record.
High order-book visibility.
Leading position in Malaysia’s solar EPCC market.
UOB Kay Hian maintained a Buy call and raised its target price to RM3.50, believing further re-rating is possible if Solarvest secures additional renewable energy projects.
Things to watch
The biggest near-term uncertainty is the final structure of the System Access Charge (SAC) under CRESS. How this is implemented could affect the pace of project awards and adoption.
For investors, the key metrics to monitor over the next 6–12 months are:
New CRESS contract wins.
LSS6 tender results.
BESS project awards.
Whether the RM2.5 billion order book continues to grow.
Overall, the outlook for FY27 appears favorable, with earnings supported by a large existing project pipeline and potential upside from new renewable-energy initiatives.
Main growth drivers for FY27
Record order book of RM2.5 billion, equivalent to about 3.3 times FY26 revenue, providing earnings visibility through FY27 and FY28. Most projects are tied to utility-scale solar and the Corporate Green Power Programme (CGPP).
FY26 was a record year, with net profit rising about 54% to RM79.8 million and revenue increasing 41% to RM757 million. Strong execution of large-scale solar projects and recurring energy generation income contributed to the results.
Potential upside from CRESS projects (Corporate Renewable Energy Supply Scheme), which could add new contracts once regulatory clarity improves. Some analysts expect project awards to emerge during 2026.
Battery Energy Storage Systems (BESS) are seen as the next growth area. Solarvest is positioning itself to benefit as Malaysia expands energy storage alongside solar deployment.
LSS6 solar tenders are expected to be another significant opportunity for new order wins.
What analysts are saying
Several research houses remain positive because of:
Stable profit margins.
Strong project execution track record.
High order-book visibility.
Leading position in Malaysia’s solar EPCC market.
UOB Kay Hian maintained a Buy call and raised its target price to RM3.50, believing further re-rating is possible if Solarvest secures additional renewable energy projects.
Things to watch
The biggest near-term uncertainty is the final structure of the System Access Charge (SAC) under CRESS. How this is implemented could affect the pace of project awards and adoption.
For investors, the key metrics to monitor over the next 6–12 months are:
New CRESS contract wins.
LSS6 tender results.
BESS project awards.
Whether the RM2.5 billion order book continues to grow.
Overall, the outlook for FY27 appears favorable, with earnings supported by a large existing project pipeline and potential upside from new renewable-energy initiatives.
On its listing day (20 May 2026), SkyeChip had one of the strongest IPO debuts on Bursa Malaysia in recent years.
Key listing-day performance:
IPO price: RM0.88
Opening price: RM3.50
Gain at opening: +RM2.62 or about +298% above the IPO price.
The stock briefly traded at nearly four times its IPO price as investors rushed to buy semiconductor and AI-related stocks.
Why was it so strong?
SkyeChip is involved in semiconductor IP and ASIC design, sectors benefiting from AI and high-performance computing demand.
The IPO was heavily oversubscribed, with the public portion oversubscribed by about 95 times, indicating very strong demand before listing.
Research houses were already valuing the company well above the IPO price before listing. One research target was RM2.00 versus the RM0.88 IPO price.
————
Is it buy or sell? Only for clients so do fill up the link below:
https://bit.ly/openmplusaccountloh
Key listing-day performance:
IPO price: RM0.88
Opening price: RM3.50
Gain at opening: +RM2.62 or about +298% above the IPO price.
The stock briefly traded at nearly four times its IPO price as investors rushed to buy semiconductor and AI-related stocks.
Why was it so strong?
SkyeChip is involved in semiconductor IP and ASIC design, sectors benefiting from AI and high-performance computing demand.
The IPO was heavily oversubscribed, with the public portion oversubscribed by about 95 times, indicating very strong demand before listing.
Research houses were already valuing the company well above the IPO price before listing. One research target was RM2.00 versus the RM0.88 IPO price.
————
Is it buy or sell? Only for clients so do fill up the link below:
https://bit.ly/openmplusaccountloh
22/5/2026
Top articles:
1) NVIDIA Q1 FY27? SKYECHIP? The Anatomy of an AI Super-Cycle
--> https://klse.i3investor.com/web/blog/detail/bestStocks/2026-05-21-story-h501511715-NVIDIA_Q1_FY27_SKYECHIP_The_Anatomy_of_an_AI_Super_Cycle
2) MI (Part 8) - MI Technovation Poised for Strong Growth Ahead of 1QFY26 Results Today (21 May 2026)
--> https://klse.i3investor.com/web/blog/detail/Chloe_Tai_Blog/2026-05-21-story-h501512763-MI_Part_8_MI_Technovation_Poised_for_Strong_Growth_Ahead_of_1QFY26_Resul
3) NVIDIA Q1 FY27? SKYECHIP? The Anatomy of an AI Super-Cycle
—> https://klse.i3investor.com/web/blog/detail/bestStocks/2026-05-21-story-h501511715-NVIDIA_Q1_FY27_SKYECHIP_The_Anatomy_of_an_AI_Super_Cycle
4) Latest Director Transactions
—> https://klse.i3investor.com/web/insider/director/list
5) More telegram news:
—> https://t.me/sharestraders
Top articles:
1) NVIDIA Q1 FY27? SKYECHIP? The Anatomy of an AI Super-Cycle
--> https://klse.i3investor.com/web/blog/detail/bestStocks/2026-05-21-story-h501511715-NVIDIA_Q1_FY27_SKYECHIP_The_Anatomy_of_an_AI_Super_Cycle
2) MI (Part 8) - MI Technovation Poised for Strong Growth Ahead of 1QFY26 Results Today (21 May 2026)
--> https://klse.i3investor.com/web/blog/detail/Chloe_Tai_Blog/2026-05-21-story-h501512763-MI_Part_8_MI_Technovation_Poised_for_Strong_Growth_Ahead_of_1QFY26_Resul
3) NVIDIA Q1 FY27? SKYECHIP? The Anatomy of an AI Super-Cycle
—> https://klse.i3investor.com/web/blog/detail/bestStocks/2026-05-21-story-h501511715-NVIDIA_Q1_FY27_SKYECHIP_The_Anatomy_of_an_AI_Super_Cycle
4) Latest Director Transactions
—> https://klse.i3investor.com/web/insider/director/list
5) More telegram news:
—> https://t.me/sharestraders
Cost pressures cool property demand…
Key points:
* Buyers are becoming more selective. People are taking longer to decide and focusing on properties with strong locations, good connectivity, and practical layouts.
* Affordability remains a major issue. Even though there is demand for housing, many buyers struggle with loan approvals or monthly commitments due to the higher cost of living.
* Developers face rising costs. Construction materials, logistics, and labor costs have increased, putting pressure on developers’ margins and potentially leading to higher selling prices.
* Demand has not disappeared. Well-located projects, industrial developments, transit-oriented projects, and properties in strategic growth areas continue to attract buyers and investors.
Key points:
* Buyers are becoming more selective. People are taking longer to decide and focusing on properties with strong locations, good connectivity, and practical layouts.
* Affordability remains a major issue. Even though there is demand for housing, many buyers struggle with loan approvals or monthly commitments due to the higher cost of living.
* Developers face rising costs. Construction materials, logistics, and labor costs have increased, putting pressure on developers’ margins and potentially leading to higher selling prices.
* Demand has not disappeared. Well-located projects, industrial developments, transit-oriented projects, and properties in strategic growth areas continue to attract buyers and investors.
Real estate investment in Asia-Pacific hits strongest quarter since 2021
Key points from recent market data:
Real estate investment across Asia-Pacific reached approximately US$64.6 billion in Q1 2026, up 64.7% year-on-year and 13% quarter-on-quarter.
This was the strongest quarterly performance since Q4 2021, indicating that investors are returning to the market after several years of higher interest rates and economic uncertainty.
Office properties were the largest investment sector, attracting about US$23.5 billion in Q1 as demand improved in major cities across the region.
Cross-border investment more than doubled from a year earlier to US$22.4 billion, showing renewed confidence from global institutional investors.
Major beneficiaries included Japan, Singapore, and South Korea.
What this means for property owners and investors in Malaysia
The recovery is generally positive because:
More international capital is flowing into Asia-Pacific real estate.
Investor confidence is improving as interest-rate pressures ease.
Higher transaction activity often supports property valuations over time.
Prime assets in well-connected locations tend to benefit first.
M+global cds account: https://bit.ly/openmplusaccountloh
Share Trader Telegram Channel: https://t.me/sharestraders
Key points from recent market data:
Real estate investment across Asia-Pacific reached approximately US$64.6 billion in Q1 2026, up 64.7% year-on-year and 13% quarter-on-quarter.
This was the strongest quarterly performance since Q4 2021, indicating that investors are returning to the market after several years of higher interest rates and economic uncertainty.
Office properties were the largest investment sector, attracting about US$23.5 billion in Q1 as demand improved in major cities across the region.
Cross-border investment more than doubled from a year earlier to US$22.4 billion, showing renewed confidence from global institutional investors.
Major beneficiaries included Japan, Singapore, and South Korea.
What this means for property owners and investors in Malaysia
The recovery is generally positive because:
More international capital is flowing into Asia-Pacific real estate.
Investor confidence is improving as interest-rate pressures ease.
Higher transaction activity often supports property valuations over time.
Prime assets in well-connected locations tend to benefit first.
M+global cds account: https://bit.ly/openmplusaccountloh
Share Trader Telegram Channel: https://t.me/sharestraders
The RM43 billion grid modernisation plan by Tenaga Nasional Berhad is becoming one of Malaysia’s biggest infrastructure pushes because electricity demand from AI and hyperscale data centres is accelerating much faster than traditional industrial growth.
Key points behind the story:
* TNB is investing RM43 billion during Regulatory Period 4 (2025–2027) to upgrade transmission and distribution networks, smart grids, automation, and grid flexibility.
* Malaysia already has:
* 36 operational data centres (~4.5GW),
* 21 more under construction (~3.7GW),
* 79 planned projects (~25.6GW).
* TNB says electricity demand could grow 4–6% annually, driven by:
* AI workloads,
* cloud computing,
* electric vehicles,
* industrial electrification,
* smart buildings.
Why this matters:
* Data centres consume huge amounts of constant electricity (“baseload demand”).
* Malaysia’s grid was originally designed around factories and urban growth, not massive AI server clusters operating 24/7.
* At the same time, older coal plants are scheduled for retirement between 2029–2031, creating pressure to add cleaner and more flexible generation.
TNB is responding with:
* smarter transmission systems,
* AI-based load forecasting,
* battery energy storage systems (BESS),
* renewable energy integration,
* higher-voltage infrastructure for hyperscale campuses.
Malaysia is benefiting because global tech firms like:
* Amazon Web Services,
* Google,
* Microsoft
have committed billions into Malaysian data centre expansion, especially in Johor and the Klang Valley.
There are also concerns:
* grid strain,
* rising electricity costs,
* water usage,
* environmental pressure,
* whether future AI demand could overshoot expectations.
But overall, analysts currently view the data centre boom as a structural long-term growth driver for Malaysia’s utilities and infrastructure sectors.
————
M+global cds account: https://bit.ly/openmplusaccountloh
Share Trader Telegram Channel: https://t.me/sharestraders
Key points behind the story:
* TNB is investing RM43 billion during Regulatory Period 4 (2025–2027) to upgrade transmission and distribution networks, smart grids, automation, and grid flexibility.
* Malaysia already has:
* 36 operational data centres (~4.5GW),
* 21 more under construction (~3.7GW),
* 79 planned projects (~25.6GW).
* TNB says electricity demand could grow 4–6% annually, driven by:
* AI workloads,
* cloud computing,
* electric vehicles,
* industrial electrification,
* smart buildings.
Why this matters:
* Data centres consume huge amounts of constant electricity (“baseload demand”).
* Malaysia’s grid was originally designed around factories and urban growth, not massive AI server clusters operating 24/7.
* At the same time, older coal plants are scheduled for retirement between 2029–2031, creating pressure to add cleaner and more flexible generation.
TNB is responding with:
* smarter transmission systems,
* AI-based load forecasting,
* battery energy storage systems (BESS),
* renewable energy integration,
* higher-voltage infrastructure for hyperscale campuses.
Malaysia is benefiting because global tech firms like:
* Amazon Web Services,
* Google,
* Microsoft
have committed billions into Malaysian data centre expansion, especially in Johor and the Klang Valley.
There are also concerns:
* grid strain,
* rising electricity costs,
* water usage,
* environmental pressure,
* whether future AI demand could overshoot expectations.
But overall, analysts currently view the data centre boom as a structural long-term growth driver for Malaysia’s utilities and infrastructure sectors.
————
M+global cds account: https://bit.ly/openmplusaccountloh
Share Trader Telegram Channel: https://t.me/sharestraders