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
Singapore Investment Bloggers
-
-
-
-
随心笔:原来爱1 hour ago
-
-
-
-
-
-
Cory Diary : Net Worth 2023 Feb11 hours ago
-
-
-
-
-
BTC bottom in?15 hours ago
-
-
Big week for M&As in India19 hours ago
-
-
-
2023 Feb Portfolio Updates23 hours ago
-
-
-
-
Monthly Summary of January 20231 day ago
-
-
-
Dividends for Jan 20231 day ago
-
-
-
-
-
-
-
-
-
-
Why people miss the big picture1 day ago
-
-
-
Hedge Fund Strategy - Equity/Long Short2 days ago
-
-
-
-
-
-
-
-
-
-
The Best Stocks in Singapore?2 days ago
-
-
-
-
-
-
-
-
Monthly Sign-Up Offers – Nov4 days ago
-
Portfolio Update January 20234 days ago
-
-
-
Portfolio (Jan 31st, 2023)4 days ago
-
Month of January 20234 days ago
-
-
-
-
-
-
-
Reflections for year 20225 days ago
-
-
Sold my last S-REIT5 days ago
-
-
China’s Economy in 20236 days ago
-
-
Property Resale Prices shot up6 days ago
-
-
-
A busy start to 20236 days ago
-
-
-
-
-
-
January 2023 Portfolio Update1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
How To Optimise Accounts Payable3 weeks ago
-
2022 - My Year of Revenge Travel3 weeks ago
-
-
-
-
Review of 20224 weeks ago
-
-
-
-
Bidding Jurong Bird Park Farewell4 weeks ago
-
Demoralized4 weeks ago
-
How Do Free Apps Make Money?4 weeks ago
-
-
-
2022 Thoughts, Hello 2023!4 weeks ago
-
-
-
-
-
Series of Defaults for Maple Finance1 month ago
-
-
-
-
-
Takeaways from “Sea Change”1 month ago
-
-
Moment of reflection (Kyoka Suigetsu)1 month ago
-
SRS investing options2 months ago
-
Investment Summary - Nov 20222 months ago
-
Greed is Coming Back2 months ago
-
-
-
-
Investing is Easy2 months ago
-
LoopholesSG is Back!2 months ago
-
-
-
Investing in BYDDF: Build Your Dream3 months ago
-
-
-
Likely Property Crisis for Singapore?3 months ago
-
-
-
-
-
-
-
-
-
Shaping Vienna from the ground up6 months ago
-
Portfolio Update - 2Q20227 months ago
-
-
What is Overemployment7 months ago
-
-
Terra Hill Condo (former Flynn Park)7 months ago
-
Alibaba VS Tencent: The Battle Royale8 months ago
-
-
-
-
-
-
-
-
-
-
-
Malaysia Investment Bloggers
Click to comment
Subscribe to:
Post Comments (Atom)