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.
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 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
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