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With RM470m unbilled order book and active tendering, the next 4–6 quarters of revenue look reasonably locked in. The margin trend is what to watch now
The healthcare arm specifically is interesting, Malaysia's hospital build-out and private healthcare expansion (think PMC Kulim, KPJ projects, gov hospital upgrades) all need medical gas delivery systems.
Things that often overlooked in aftermarket auto parts businesses, the distribution network is the moat, not the products. Reaching thousands of independent workshops, motor service centers, retail stores across Malaysia requires sustained relationship building.
Beyond EV charging, MBRIGHT also has a growing SME lending arm. SME financing is structurally underserved in Malaysia, traditional banks are conservative on smaller ticket sizes, fintech lenders fill the gap.
Hospitality counters got a sentiment boost from rumours of VM2026 campaign being extended to 2027. Deputy PM's comments suggest serious consideration. If confirmed, hotel and tourism counters get another year of campaign tailwind
Macro defensive angle worth highlighting. Even if Malaysia's economy slows toward 4.0% GDP growth (the low end of MoF range), affordable housing demand stays resilient. Why? Because the B40/M40 demographic LAGENDA serves still need shelter regardless of economic cycle.
Insiders don't accumulate when they think the stock is expensive or business is deteriorating. This is the kind of footprint that often precedes positive corporate developments. Free signal worth paying attention to.
