The Breakfast Grille

ตอน

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  The Breakfast Grille - Sep 22, 2026 22.09.2026 23นาที

  The Breakfast Grille - Sep 22, 2026See omnystudio.com/listener for privacy information.
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  The Business Of Watching Vehicles 21.09.2026 23นาที

  Cartrack tracks 2.8 million vehicles across 23 countries, listed on the Nasdaq through its parent Karooooo, and has been in Malaysia since 2014. But just over two million of those subscribers sit in South Africa — a business built on a crime rate and an insurance market that don't work the same way here. So what actually makes a Malaysian operator buy, and where does Malaysia rank in the region? We speak to Carmen Calisto, Co-CEO at Cartrack Asia.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Can Maersk Navigate a Fracturing World? 18.09.2026 17นาที

  Maersk is transforming itself from a container shipping giant into an integrated logistics business, with Malaysia playing a growing role through new warehousing capacity and the Port of Tanjung Pelepas. But geopolitical conflict, disrupted shipping routes, volatile freight rates and pressure to decarbonise are challenging the assumptions that have shaped global trade for decades. How resilient is Maersk’s strategy in this new environment, and can Malaysia strengthen its position as a major regional logistics hub?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  The Breakfast Grille - Sep 17, 2026 17.09.2026 22นาที

  The Breakfast Grille - Sep 17, 2026See omnystudio.com/listener for privacy information.
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  The Breakfast Grille - Sep 15, 2026 15.09.2026 30นาที

  The Breakfast Grille - Sep 15, 2026See omnystudio.com/listener for privacy information.
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  Hilding Anders: Slumberland, Premiumisation, & B2B Growth 14.09.2026 21นาที

  Despite mattresses being an infrequent, high-durability purchase, how are heritage bedding brands navigating aggressive price competition and changing consumer habits across Southeast Asia? Justin Lim Tiong Kiong, Managing Director for Southeast Asia at Hilding Anders, joins The Breakfast Grille to discuss how the Swedish-headquartered group is driving growth behind legacy brands like Slumberland and Vono.He details the region's operational performance following post-pandemic headwinds and outlines how the company balances direct-to-consumer e-commerce with its traditional dealer network. He also explores tailwinds in the five-star hospitality sector, the rise of health-focused sleep awareness, and why category premiumisation remains central to their long-term regional strategy.See omnystudio.com/listener for privacy information.
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  SD Guthrie: Can Land & CPO Keep Record Profits Going? 11.09.2026 30นาที

  With record profits driven by strong CPO prices and surging industrial development returns, how is SD Guthrie balancing its legacy plantation core with the race for high-value land monetisation? Mohd Haris Mohd Arshad, President and Group Chief Executive Officer of SD Guthrie, joins The Breakfast Grille to discuss the strategic evolution of the 200-year-old palm oil giant.Haris outlines efforts to break through stagnant national yields through high-performing seed varieties, labor estate rehabilitation, and mechanisation. He also addresses the structural limits of land expansion, the ideal "sweet spot" for CPO pricing to prevent global demand destruction, and how the company plans to monetise strategic land banks for business parks and data centers without losing its plantation identity.See omnystudio.com/listener for privacy information.
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  The Breakfast Grille - Sep 10, 2026 10.09.2026 22นาที

  The Breakfast Grille - Sep 10, 2026See omnystudio.com/listener for privacy information.
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  Is Jabil Malaysia Just A Warehouse Hub For The Group? 09.09.2026 21นาที

  Malaysia is now one of the world's four biggest net exporters of AI hardware, and Jabil is one of the companies that put it there. But while the group poured half a billion US dollars into North Carolina and signed a multi-gigawatt AI platform in India this year, Malaysia's headline was a leased logistics hub in Sungai Jawi. We ask whether 14,000 people, silicon photonics and a Perlis plant are buying Malaysia a bigger seat at the table — or just more floor space. We speak to Tan Siew Jin, Managing Director of Jabil Malaysia.See omnystudio.com/listener for privacy information.
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  The Industry Zone That Nobody Talks About 08.09.2026 23นาที

  Everyone's watching Johor. But 4,500 acres of free industrial zone is quietly going up 800 metres from the Thai border at Bukit Kayu Hitam. This is the gateway that moved over RM50 billion in goods in 2024. Phase one is already more than 90% taken up, and after seven years of waiting, the road linking Malaysia's side to Thailand's new CIQ complex finally opened this July. We speak to Razwin Sulairee Hasnan Termizi, Group CEO of Northern Gateway Sdn Bhd, about whether Delapan becomes the bigger story in the north.See omnystudio.com/listener for privacy information.
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  Can MEASAT Reinvent Itself for the SpaceTech Era? 07.09.2026 20นาที

  After three decades in Malaysia’s satellite industry, MEASAT is navigating a market transformed by Starlink, streaming and rapidly changing connectivity needs. COO Yau Chyong Lim discusses the economics of billion-ringgit satellite investments, the push into managed services, AI, IoT and telehealth, and why Malaysia still needs sovereign satellite capability. Can MEASAT move beyond its traditional satellite business and build a meaningful regional SpaceTech platform?See omnystudio.com/listener for privacy information.
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  PolicyStreet's $26M Series C, Profitability, & Next Phase 04.09.2026 21นาที

  Following its $26 million Series C round and hitting net profitability, how is insurtech PolicyStreet planning its next phase of expansion? Lee Yen Ming, Co-founder and Group CEO of PolicyStreet, joins BFM’s Breakfast Grille to discuss how the firm built a business model alongside legacy insurers, pivoting from its direct-to-consumer roots into embedded B2B2C distribution and offshore Labuan reinsurance co-underwriting.Yen Ming breaks down the economics of their higher-margin reinsurance strategy, their renewed push into consumer brand building, and how they deploy AI automation in operational workflows. He also addresses the long-term potential of Bank Negara’s Digital Insurer and Takaful Operator (DITO) framework, and considerations for an eventual liquidity event for investors.See omnystudio.com/listener for privacy information.
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  AI Saved Malaysia’s Economy, But For How Long? 03.09.2026 23นาที

  GDP figures across AI-focused Asian hubs look strong, but they mask a broader economic weakness as weak domestic demand, escalating energy costs, new US tariffs, and high interest rates weigh on the non-AI economy. Stefan Angrick, Head of Asia-Pacific Economics at Moody’s Analytics, joins BFM’s Breakfast Grille to break down the depth of the two-speed economy in manufacturing hubs like Malaysia and why he believes Asia’s AI boom is ripe for a pause.Stefan also explores why tariffs are here to stay and whether central bank policies themselves risk amplifying global supply shocks.See omnystudio.com/listener for privacy information.
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  GTA Holdings: A Defence MRO Goes Public 02.09.2026 22นาที

  GTA Holdings is heading for the ACE Market, servicing helicopter and aircraft engines out of Subang — with about 95% of that work tied to the military. But the prospectus raises questions: RM46mil in dividends paid out just before asking the public to fund a RM37.5mil building, cash dropping from RM107mil to RM23mil in eight months, and consultancy and software contracts awarded to a company owned by the CEO's two daughters. We also get into the four-month deadline to vacate Subang, the Safran certification the business depends on, and why a major shareholder is selling down half the offer-for-sale. We speak to Dato' Nonee Ashirin binti Dato' Mohd Radzi, Managing Director and CEO of GTA Holdings Berhad.See omnystudio.com/listener for privacy information.
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  Remembering Our Colonial Past 01.09.2026 22นาที

  The colonial heritage of modern Malaysia is a complex one, in large part because the three major territories that now make up the country had distinct histories and came under the sway of different powers over the millennia. Over the last century of the half though the landscape is marked by the North Borneo Chartered Company in Sabah, the White Rajahs of Sarawak as well as Malaya’s mix of Straits Settlements, Federated and Unfederated States. While the experience of colonialism wasn’t singular, we can nevertheless think about it and draw lessons from it that’s productive for a discussion of our future.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.
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  Hernan : Uniting Malaysians (and the World) With Durian 28.08.2026 22นาที

  Malaysia's durian industry has gone from struggling to meet demand to dealing with a glut but at the very heart of it, it is very much a part of Malaysia. Datuk Anna Teo, founder and Group CEO of Hernan Corporation, a durian grower, processor and exporter, discusses falling prices, rising costs, and whether Malaysia can build a truly world-class durian industry.See omnystudio.com/listener for privacy information.
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  Pos Malaysia: A Turnaround, Or A Good Six Months? 27.08.2026 22นาที

  Pos Malaysia hasn't turned a profit since 2018 — 32 straight quarters in the red and close to a billion ringgit in accumulated losses. But the first half of 2026 hinted at a shift: losses narrowed to RM63 million, revenue grew 8%, and cash flow turned positive for the first time in years. Group CEO Charles Brewer joins us to explain the pivot from mail to parcels, the push into pawnbroking and digital gold, and whether the national postal operator is genuinely turning the corner — or just had a good six months.See omnystudio.com/listener for privacy information.
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  Is ADFIM Doing Development, Or Just Lending? 26.08.2026 22นาที

  Malaysia's development financial institutions are carrying RM193.9 billion in financing across 1.8 million accounts — and until now, nobody has formally measured whether that money actually did anything. Bank Negara's new framework changes that, testing DFIs on whether their financing would have happened anyway without them. We put the hard numbers to the man who chairs them: impaired loans running double digits at some members, the payroll-deduction personal loan books, and the RM203.8 million fraud at Agrobank that still hasn't been explained to the public. We speak to YBhg Dato' Muzaffar Hisham, Chairman of ADFIM and Group CEO of Bank Pembangunan Malaysia.See omnystudio.com/listener for privacy information.
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  Aging Nation: Turning Demographic Shifts into Opportunity 24.08.2026 21นาที

  As Malaysia rapidly approaches aged-nation status, managing long-term care, rising healthcare costs, and a shrinking workforce are becoming critical economic and social priorities. Hiroyuki Murata, Professor at Tohoku University's Smart Aging Research Center, joins BFM's Breakfast Grille to discuss how societies can shift from treating demographic aging as a fiscal crisis to leveraging it as a growth driver.He explores key insights on navigating the silver economy, including:How government framework policy catalysed a competitive, private-sector long-term care industry in JapanWhat businesses consistently misunderstand about modern active seniors and their evolving lifestyle demandsWhy defining "elderly" requires a fundamental mindset shift away from traditional retirement toward continuous societal engagementWhat immediate policy and health priorities Malaysia must establish to prepare for rapid demographic agingProf. Hiroyuki will be speaking at the upcoming International Social Wellbeing Conference (ISWC), organized by the Employees Provident Fund (EPF). Happening on 29–30 September, ISWC 2026 brings together global thought leaders to explore the future of societal wellbeing, sustainability, and inclusive growth.Image Credit: PexelsSee omnystudio.com/listener for privacy information.
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  Skechers Malaysia: Growth Beyond Comfort 21.08.2026 22นาที

  Skechers has grown from a US comfort footwear brand into a global business, with Southeast Asia playing an increasingly important role in its growth story. Zann Lee, Managing Director of Skechers Southeast Asia, talks about the company's expansion, competition and how to deal with boycott calls it faced in Malaysia over its perceived links to Israel.See omnystudio.com/listener for privacy information.