Solarvest Holdings Bhd
believes the recent correction in share prices of energy stocks actually bodes well for the sector, with energy selling prices seen to be firming up, with China likely to cap production of solar panels.
Bursa Malaysia experienced a brief sell-down of energy counters at the beginning of this month, primarily as a reaction to China’s removal of the 9% value-added tax (VAT) export rebate on solar panels (effective April 1, 2026), which raised concerns about higher input costs and potential margin pressure.
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