Saham: KLSE-ECOFIRS - PT. Ecofirst Consolidated Bhd

EcoFirst 携手柔佛州政府机构、进军农业科技领域！

在不少人眼中，EcoFirst 这个名字或许还停留在房产开发的印象中。但这家主板上市的企业，近期却悄悄跨出一大步；踏入农业科技领域，并且直接与柔佛州政府旗下机构展开合作，展现出不容小觑的野心与远见。

2025年4月18日，EcoFirst 通过其全资子公司正式与柔佛生物科技与生物多样性机构（JBCC）签署合作备忘录（MoU），共同推动柔佛农业研发与创新中心（J-ARDC）的建设与发展。这不仅是一场跨界合作，更是一场关乎马来西亚农业未来的大布局。

农业＋科技＋产业：一次全方位的合作想象

根据备忘录内容，双方将在未来五年展开多方面合作，从智慧农业、生物科技，到永续种植技术，一系列围绕“农业现代化”的议题都将被纳入探索方向。

双方将通过联合研发、技术转移、数据共享平台、农业成果商品化等方式，打通从实验室到市场的完整路径。此外，还将设立展示中心及人才培训机制，为柔佛农业生态系统注入活力。

值得一提的是，此次合作虽属早期阶段，并未构成具法律约束力的协议，但EcoFirst与JBBC已展现出高度互信，未来极可能进一步签订具实质执行力的正式合作协议。

从地产到绿色经济：EcoFirst的战略转型

EcoFirst 原本以房产开发、酒店管理、投资物业等业务为核心，如今跨界农业科技，让人眼前一亮。这不只是一项业务多元化的尝试，更显示出企业在应对全球永续趋势时的敏感度与灵活应变能力。

在气候变化、粮食安全与能源问题逐渐成为全球关注焦点的当下，农业科技被视为新一轮产业革命的关键领域。EcoFirst 这步棋，正是抢占未来发展的制高点。

董事部在公告中表示，此次合作虽不涉及立即的财务影响或股东利益，但在战略层面意义重大，有助于集团布局绿色经济、拓展长远增长空间。

柔佛农业走向现代化的契机？

长期以来，柔佛作为农业大州，拥有丰富的土地资源与基础设施。而此次 JBBC 与 EcoFirst 携手，预示着当地农业即将迎来一波“科技洗礼”。

政府机构、企业与科研单位三方协作，为传统农业注入“智慧血液”，不仅有望提升生产效率，也为农产品附加值、国际市场竞争力提供更多可能。

在这股农业科技热潮中，EcoFirst 的角色或许会越来越重要。过去它在城市中建楼盖屋，未来或许也将在田间地头播下“科技种子”，收获可持续的丰盛果实。

$ECOFIRS / 3557 (ECOFIRST CONSOLIDATED BHD)

Something is brewing for EcoFirst Consolidated Bhd..

For those unfamiliar, $ECOFIRS / 3557 (ECOFIRST CONSOLIDATED BHD) has been a staple on Bursa Malaysia's Main Board since 1984. The company is engaged in property development, investment holding, and management. Let's delve deeper into its various business segments and recent developments that make it a stock worth watching.

Property Development

EcoFirst's property development segment includes notable projects such as Liberty @ Ampang Ukay, with upcoming phases, and Upper East @ Tigerlane. The company also owns South City Plaza, a leisure shopping mall.

In FY2023, EcoFirst recorded a revenue of RM15.4 million, largely due to the successful launch of the KL48 project in Kuala Lumpur. This project spans 1.61 hectares of freehold land in the Jalan Chan Sow Lin area and has a gross development value (GDV) of RM1.0 billion, promising significant contributions to the company in future financial years. Beyond KL48, EcoFirst plans to continue launching projects in Ampang Ukay as part of their 10-15 year flagship development strategy.

Asset ownership model

ECOFIRS also owns South City Plaza in Seri Kembangan, which provides a steady stream of recurring income. In FY2023, this property investment segment contributed RM13.4 million to the company's total revenue, thanks to an improved occupancy rate of 86.0%. For FY2024, this asset is expected to perform well, bolstered by increased retail spending from the introduction of EPF Account 3, which is projected to generate RM20.0 billion to RM25.0 billion in spending power.

Property Management

The company also manages South City Plaza, overseen by Budaya Fokus Sdn. Bhd., contributing RM2.6 million to the company's revenue in FY2023.

Emergence of new substantial shareholder

The spotlight is now on EcoFirst due to the emergence of a new substantial shareholder.

Recently, Mr. Chew Hian Tat, a substantial shareholder of $CGB / 8052 (CENTRAL GLOBAL BERHAD) , acquired approximately 6.41% of EcoFirst. The company has not conducted asset revaluation for an extended period, suggesting potential value unlocking in the near future.

Given the success of CGB following Mr. Chew's involvement, EcoFirst might replicate this pattern. Investors might find this an opportune time to consider investing in EcoFirst.

Conclusion

With strong fundamentals, strategic asset ownership, and the recent emergence of a significant shareholder, EcoFirst Consolidated Bhd. appears to be on a promising trajectory. The company’s diverse portfolio and potential for value unlocking make it an interesting prospect for investors. As EcoFirst continues to develop its flagship projects and enhance its recurring income streams, it’s worth keeping an eye on this stock.

Disclaimer

The information provided in this article is for educational and informational purposes only and should not be considered financial advice. Investing in stocks involves risks, including the loss of principal. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. The author holds no responsibility for any investment decisions made based on the information provided.