70亿防洪项目被砍 建筑领域警钟响起?
捷运第三路线 MRT3
MRT3(档案照)
(吉隆坡7日讯)新首相拿督斯里安华喊停前朝政府价值70亿令吉的防洪项目,引起市场对建筑领域的持续担忧。
联昌国际投行研究在最新报告中提出,在原本2023年财政预算案中准备给捷运第三路线(MRT3)的33亿令吉的拨款,是否还会继续拨出,已经成为了焦点。
“最新的进展(喊停70亿令吉防洪项目),让人们担心其他2023预算案中提出的大型计划的状态。”
不过分析员也指出,最新的进展其实已在预料之中。
“我们选前就分析,一旦新的联合政府上台,原有的发展计划就有延迟、取消,或是检讨的风险。”
2018年全国大选改朝换代之后,新政府上台后也是大砍了前朝政府多项大型计划,建筑领域的市场情绪大受打击。
联昌国际投行研究目前对此领域继续持有“中和”看法;而MRT3未卜的前途,成为此领域最关键的上下行风险。
“检讨或延迟MRT3计划,是建筑领域的下行风险;恢复竞标程序,则可以成为催化剂。”
“我们也在等待重提2023年预算案,带给我们更清晰的画面。”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/70%E4%BA%BF%E9%98%B2%E6%B4%AA%E9%A1%B9%E7%9B%AE%E8%A2%AB%E7%A0%8D-%E5%BB%BA%E7%AD%91%E9%A2%86%E5%9F%9F%E8%AD%A6%E9%92%9F%E5%93%8D%E8%B5%B7%EF%BC%9F
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