With Sarawak's accelerating state development spending (SCORE programme, Pan Borneo final stretches, Bintulu Port expansion, plus the recent Petros-related infrastructure push), East Malaysia-exposed contractors get a steady project pipeline. Sarawak's RM12b development allocation in Budget 2026 is supportive. CGB sits in a sweet spot: Peninsular construction + Sarawak optionality + manufacturing diversification.