Malaysia wants to double renewables’ share of Peninsular Malaysia’s energy mix, from 11% in 2025 to 22% by 2035. Data centres must now source at least 30% of their energy from renewables and meet a 30% local content requirement. Ahmad Maghfur Usman, Equity Research Analyst at Nomura Securities, explains what this means for utilities, data centre operators and the supply chain, the outlook for Tenaga Nasional’s earnings and dividends, and his top picks in the sector.
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