Stock Picks for Sarawak Elections
SCable - Beneficiary of ramp up in Sarawak’s generation capacity via transmission line contracts. Also looking to supply guardrails and lamp poles for the PBH.
HSL - Marine engineering expertise provides an edge to bid for PBH given Sarawak’s swampy terrain.
CMS - Beneficiary of PBH via construction and supply of aggregates. Also a cement monopoly in Sarawak.
Naim - Said to be top contender (JV with Gamuda) for one of the earlier PBH packages.
TRC - Only Peninsular cont ractor that can bid for state funded jobs. Has competed RM1bn jobs in Sarawak.
Harbour – To benefit from Sarawak’s overall devel opment via increase in demand for project cargo.
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