The Johor-Singapore Special Economic Zone (SEZ) is set to catalyse equity valuations in both Malaysia and Singapore under five themes.

These themes, as identified by Maybank Investment Bank (Maybank IB) Research, are optimising hinterland access; stimulating north-south supply chain shifts; fast-tracking the net-zero transition; expanding infrastructure and property investments; and broadening the small and medium enterprise or SME economy.

Among the sectors that could benefit are banking; property and real estate investment trusts (REITs); industrials; renewables; technology; and telecommunications, according to the brokerage.

Earnings could be more than doubled in FY24 SPSB is in the advance stage of negotiation for the sale of its 960-acre land in Johor and could seal the deal as soon as in 2Q24. The selling price is likely to exceed the earlier proposed purchase price of MYR13psf by Scientex, given rising demand for Johor properties. This could result in a net land sale gain of >MYR320m. Additionally, SPSB is in advance negotiation with potential JV partners for a 16-acre commercial land in Setia Alam and its 307-acre industrial land in Tanjung Kupang; this could also result in realisation of land sale proceeds (depending on JV structure

中东国家在马来西亚房地产和建筑领域的投资可能会选择一些知名的房地产开发公司

1. **SP Setia Berhad**：作为马来西亚领先的房地产开发商之一，SP Setia Berhad在住宅、商业和工业房地产方面都有大量项目，吸引了许多投资者的关注。

2. **Sunway Berhad**：Sunway Berhad是一家综合性房地产开发商，涵盖了房地产开发、建筑、教育和医疗等多个领域，是中东投资者常选择的投资目标之一。

3. **IOI Properties Group Berhad**：IOI Properties是一家在马来西亚和国际市场都活跃的房地产开发公司，其在住宅、商业和工业领域都有投资项目。

4. **MRCB（Malaysian Resources Corporation Berhad）**是马来西亚一家知名的上市公司，主要从事房地产开发、建筑和基础设施等业务。MRCB作为马来西亚房地产和基建领域的主要参与者，极其吸引着中东投资者的关注。

中东国家对于房地产和基础设施领域的投资兴趣相对较高，而MRCB作为马来西亚在这些领域的主要公司之一，被中东资金视为投资的潜在目标之一。

这些公司在马来西亚的房地产和建筑领域拥有良好的业绩和声誉，因此会吸引中东国家资金的投资。