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JSSOLAR looks interesting with the growing demand for solar and BESS projects. The recent RM18.05 million contract from GSPARX for AEON Mall Seremban 2 is definitely a positive catalyst. With Malaysia pushing towards renewable energy, there could be more opportunities ahead. Hopefully the new projects can translate into stronger earnings moving forward.
People looking at JSSOLAR as just another solar EPCC player might be missing something, LSS6 = solar + a big BESS component, JSSOLAR already building BESS experience with Huawei.Connect the dots
If you know how to connect the dots you will realize the Huawei partnership puts them way ahead of the pack when LSS6 kicks in and everyone starts chasing that BESS integration margin.
Huawei partnership is the real game changer because once LSS6 launch, their BESS tech advantage go make them the undisputed king of margin while the others still struggling to catch up.
jssolar has great potential for upcoming lss6 which require BESS technology and jssolar has been collaborating with huawei for BESS technology since 2025. shhh.... buy in before others realising this
Weak result but share prices well supported, with the bull run on Slvest and Pekat, probably it will follow the solar theme, will it be a dark horse if the result start turning into the black ?!
JSSOLAR still got potential as a dark horse because if sentiment stay bullish for solar sector and their earnings start showing green, confirm the stock price will follow the run up like the rest.
Q1 results came out already. Revenue actually did well, up 26.2% YoY to RM30.27 million. However, higher admin costs ate into the earnings, causing profit to fall 90.8% to RM0.19 million
No worries, management is still positive about the rest of FY27. With more people and businesses going solar, plus ongoing upgrades to the power grid, there are still plenty of opportunities ahead