The National Water Services Commission (SPAN) has emphasized that water resource availability is likely to be a significant constraint in supporting the rapid expansion of data centers in the country.
It seems unlikely that the inflow of foreign technology companies setting up data centers will be halted. Considering the government's high debt levels, foreign direct investment represents a crucial "free" flow of funds to stimulate our national economy, which is urgently needed.
Could it be that the government will mandate the reinforcement or construction of new water treatment plants to address this issue?
Which public-listed companies, in your view, stand to benefit from such developments?
My uneducated suspects:
$PBA / 5041 (PBA HOLDINGS BHD) $ENGTEX / 5056 (ENGTEX GROUP BERHAD) $RANHILL / 5272 (RANHILL UTILITIES BERHAD)