Solar
Northern Solar Bags Another RM34 Million Large-Scale Solar EPCC Contract
Northern Solar secures a RM34 million EPCC contract, boosting its project pipeline and strengthening revenue visibility ahead.
Category: Renewable Energy
Energy
Tenaga Nasional: Limited Impact from Targeted Relief
Tenaga Nasional will absorb RM120–150m from the elevated domestic consumption threshold, with limited earnings impact and reaffirmed management strategies.
Stocks and Markets
Mega First: Riding On Higher Water Level In 2H (MFCB MK, Outperform, TP: RM4.95)
Mega First focuses on renewable energy projects while streamlining non-core operations.
Tech
Camaroe, Sustainno and Huawei Malaysia Join Forces on Sustainable Prawn Farming
Camaroe, Sustainno, and Huawei signed a memorandum to enhance renewable energy use in prawn aquaculture, promoting efficiency and sustainability.
Business News
Malakoff: No Interim Dividend Amid Recovery
Malakoff reported a 2QFY26 PATAMI of RM31.7m, boosted by TBE's performance, while core earnings remained weak without dividends.
Stocks and Markets
KERJAYA Raises ES Sunlogy Stake Above 31%
KERJAYA increases its ES Sunlogy stake to 31%, strengthening M&E and renewable-energy exposure while maintaining a manageable balance-sheet position.
Solar
Gamuda Secures RM1.6bn Ganymirra and Majors Creek Solar and Battery Hybrid Projects
Gamuda Bhd secured AUD569m contracts for solar projects, enhancing its green energy presence in Australia.
Workplace
TDA Strengthens Sabah’s TVET, Renewable Energy Talent Development
TDA launched initiatives in Sabah to enhance TVET and renewable energy training, supporting local workforce development and technology transfer.
Green Energy
ASEAN Needs Massive Capital Push to Accelerate Clean Energy Transition, Says PM
ASEAN needs increased capital, partnerships, and policy clarity for a successful energy transition and sustainable infrastructure development.
Sustainability
Building Malaysia’s Green Growth Engine Gains Momentum
Malaysia aims for green growth by enhancing renewable energy, sustainable practices, and cleaner technologies to balance economy and environment.
Huawei
Huawei Launches FusionSolar9.0 in Malaysia
Huawei unveils FusionSolar9.0 in Malaysia, introducing AI‑powered, grid‑stabilising solar technology to boost clean energy transition and efficiency nationwide.
Energy
Kawan Renergy: Data Centre Win Rebuilds Orderbook
Kawan Renergy's subsidiary secured a RM70.4m order for diesel generators, boosting its orderbook and marking its entry into the data center sector.
Energy
Strong Investor Demand Fully Subscribes NECSA‑I Energy Investment Note
NECSA‑I’s inaugural energy investment note fully subscribed, reflecting strong investor demand for renewable infrastructure with 12% annual returns.
Stocks and Markets
Malakoff Corporation – Possible for further recovery
MALAKOF is expected to recover, with potential price increases if it surpasses RM0.880; failure to hold RM0.790 signals weakness.
Business News
YTL Power – Data centres gaining traction
YTL POWER (BUY Maintained, TP:RM3.72) Data centres are gaining traction
Renewable Energy
Kawan Renergy: Earnings came in below expectations
Kawan Renergy reported a 25.9% QoQ and 5.6% YoY decline in core PATAMI, with earnings below expectations due to margin compression and weakened orderbook…