Thursday, 01 October 2026 · SEA Deal Ticker

SEA Deal TickerThu, 01 Oct

Why did Amazon pay above valuation for a Sepang plot?

Amazon's US$6 billion Malaysia cloud plan gets its land: US$75M for a Sunsuria plot in Sepang — TNGlobal · Permalink
Amazon Data Services Malaysia agreed to buy about 184,000 square metres in Dengkil, Selangor, from developer Sunsuria for US$75 million (RM316.84 million), about 3% above valuation. The data-centre deal should complete by mid-2027, pending state consent.
Positive-sum angle: Sunsuria expects a one-off gain of about US$12 million. Builders, power contractors and cooling suppliers around Sepang now know where the next data-centre job lands.
AI servers run hot, Vietnam makes the cooling: Taiwan's AVC plans US$500M more in Bac Ninh — TNGlobal · Permalink
Asia Vital Components, which makes heat sinks, fans and liquid-cooling systems for servers, told Bac Ninh authorities it plans a further US$500 million in 2027 plus a research centre. That would lift its investment there to about US$1.3 billion.
Positive-sum angle: AVC already employs about 14,000 people in Vietnam. Machining, packaging and freight shops near Bac Ninh have a buyer that is still expanding.
Factories that rent their solar and steam: Finland's Finnfund puts US$15M behind Singapore's August Energy — DealStreetAsia · Permalink
Finnfund, Finland's state development investor, committed US$15 million to a fund run by investment manager Aravest that backs August Energy, which installs solar, cooling and steam systems at factories and sells the output. August targets one gigawatt within five years.

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