BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Morning Brief  >  The Tech Cycle Is Turning Upward

The Tech Cycle Is Turning Upward

Lee Meng Horng, Senior Analyst, RHB Investment Bank

02-Apr-24 09:15

The Tech Cycle Is Turning Upward

The technology sector in Malaysia has been underperforming the broader market with a return of just 2.2% compared to the FBMKLCI return of 6.2%. This due to negative sentiment that the semiconductor cycle had not reached the bottom yet. However, is it time to bottom fish? Lee Meng Horng, Senior Analyst, RHB Investment Bank gives us the answer and what his top picks are.

Image Credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Wong Shou Ning, Keith Kam, Shazana Mokhtar


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  technologymarkets

Tags:  technology sectorsemiconductor sectorfbmklci





Play / Pause

Listen now : Inside Story

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Laurent Lequeue, independent market analyst

7:15 AM

Morning Brief

7:30 AM

Morning Brief

Dr. James Dorsey, Senior Fellow, S.Rajaratnam School of International Studies

7:45 AM

Top Story

Yun Liu, ASEAN economist, HSBC

8:00 AM

The Breakfast Grille

Ching Chee Pun, Executive Chairman, Sunzen Biotech Berhad

8:30 AM

Morning Brief

Ranjit Singh, senior litigation partner of Ranjit Singh & Yeoh

8:45 AM

Morning Brief

9:00 AM

Opening Bell

9:15 AM

Opening Bell

9:35 AM

What's the Focus

10:05 AM

Open For Business

Vijayakumar Tangarasan, Country Head, IWG Malaysia

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop.

12:00 PM

Enterprise Explores

Charlene Marie Samuel, Director of Autism Behavioural Centre & Wong Yew Munn, Co-Founder & CEO of CookX Asia

1:00 PM

The Breakfast Grille Repeat

Ching Chee Pun, Executive Chairman, Sunzen Biotech Berhad

2:05 PM

Front Row

Living Bach, Lee Hai Lin, Violinist & Founding Member, Wicked Music People | Dr David Chin, Founder and Artistic Director, Bachfest Malaysia | Anna Schmidt, Filmmaker

3:05 PM

Good Things

The Malaysia Teacher Prize, Constance Yuen, CEO, Pemimpin GSL | Muhammad Nazmi bin Rosli, MTP 2023 Winner | Khou Jerome, MTP Top 10 Finalist

4:05 PM

Health & Living

Doctor in the House: All You Want To Know About UTIs; Dr George Lee, Consultant Urologist

5:00 PM

Top 5 at 5

6:00 PM

Inside Story

7:30 PM

Just For Kicks

Can Manchester United Dent Arsenal’s Title Hopes?; Asran Rozain | Bob Holmes | Dez Corkhill

9:00 PM

A Bit of Culture (REPEAT)

Travel Broadens The Mind - Or Does It?; Kam Raslan | Julian Yap | Vernon Adrian Emuang