Utilities Malaysian Community

Key Takeaways Extension of concession and water rights acquisition enhance profitability through lower royalties, tax exemptions, and improved margins. Forex risk mitigation and resource efficiency boost cash flow predictability and support profit growth despite competitive pressures.

Key Takeaways Strategic investments in infrastructure projects and energy infrastructure position PGB for revenue growth in energy production and gas transportation. Focus on sustainability and efficiency, along with potential favorable tariff adjustments, may improve net margins and future earnings.

Key Takeaways Strong electricity demand growth surpassing GDP indicates potential revenue increases from industrial and commercial sectors. Investments in renewable energy and efficiency improvements likely enhance revenue, reduce carbon intensity, and improve net margins.