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Late 2026 to 2027, Potential acceleration This is where I expect cement demand to become more meaningful as major projects move from planning and tendering into heavy physical construction.
2027–2030 – Possible full cement supercycle The 13th Malaysia Plan allocates RM430 billion in gross development expenditure for 2026–2030, providing a substantial infrastructure pipeline.
Dat target price RM10.10 sounds damn solid since construction sector really picking up momentum now. Just steady hand hold this one for long term because the market position already quite kuat.