Episodios

  • Boustead For Military: Can This GLC Turn the Corner?
    Apr 9 2026

    Boustead Holdings, the investment arm of the Malaysian Armed Forces Fund (LTAT) is undergoing a major restructuring exercise to rebuild its financial position and realign its strategic assets in support of the domestic defence sector. We speak to the newly appointed managing director, Datuk Dr. Ahmad Sabirin Arshad about his plans to repair Boustead's image, which has been tarnished by scandals like the littoral combat ship (LCS) procurement, and the pathway to create a long-discussed defence ecosystem in Malaysia.

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    23 m
  • AI Vs Accountants: CPA Australia On The End Of Bean Counting
    Apr 8 2026

    As AI automates the transactional tasks that once defined the profession, accounting faces a critical identity crisis. The hope is that this liberates practitioners to move from "bean counters" to strategic business advisors, but that is easier said than done.

    CPA Australia President Dale Pinto joins the Breakfast Grille to discuss the 17th Small Business Survey, why trust remains the industry’s primary currency, and how human ethics remain the ultimate safeguard against future corporate scandals. He also warns of a mounting skills gap as graduates use AI to bypass the foundational work that historically forged professional skepticism.

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    23 m
  • AMS IPO: 20x PE for Aluminum Processing?
    Apr 7 2026

    AMS Advanced Materials is heading for an ACE Market listing to raise approximately RM33 million, pitching a rapid climb up the industrial value chain. However, with a valuation sitting at 20 times earnings and negative operating cash flow in its most recent financial year, the question for potential investors is clear: are you funding a high-tech processing future or simply refueling a capital-intensive trading engine?

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    23 m
  • MTT Shipping Sets Sail for the Bursa Main Market
    Apr 6 2026

    MTT Shipping and Logistics is the dominant player in the Malaysian shipping sector commanding 46% of the domestic market. Its upcoming IPO, priced at RM1.03 and potentially raising RM652 million, is the biggest in the logistics sector since 2013. But could uncertainty in the global industry deter investor sentiment? We discuss MTT’s growth strategy in the face of headwinds with Managing Director Ooi Lean Hin.

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    24 m
  • Kee Ming: Priced for Growth?
    Apr 5 2026

    Mechanical & electrical engineers Kee Ming Group’s share price surged on debut, riding optimism around data centres and renewable energy. But the question is - can this company deliver the growth needed to justify its valuation? Its Managing Director Nick Liew talks to us about Kee Ming's parnership with Solarvest, human resources and when it plans to pay a dividend.

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    23 m
  • $220M War Chest: WeLab's Shopping for Banks
    Apr 2 2026

    Is your digital bank built to last, or is it just a very expensive app? Despite massive hype, only 24 of the 55 digital banks tracked across Asia have reached profitability. The rest remain trapped by vanity metrics, offering unsustainably high deposit rates instead of building real margins.

    As a massive wave of industry consolidation looms, Simon Loong, Founder and Group CEO of WeLab Group, joins The Breakfast Grille to reveal his Southeast Asian acquisition targets, why merging struggling banks is a trap, and what survival in the new financial landscape actually costs.

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    25 m
  • PEMANDU Shifts Gears: From Advisory to Equity
    Apr 1 2026

    Since 2017, Sarawakian corporate figure Dato' Sri Idris Jala has taken the PEMANDU transformation ethos beyond the corridors of Putrajaya through his consultancy, PEMANDU Associates. He outlines his latest pivot into capital investment through PEMANDU Capital and the growth targets for SME acquisitions.

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    36 m
  • Apple at 50: Still a Steve Jobs Company?
    Mar 31 2026

    Apple Inc. is 50 years old, a milestone once thought impossible when the company sat 6 weeks from bankruptcy in 1996. Today, as a $3.6 trillion "Empire," the Tim Cook era faces scrutiny for prioritising operational scale over the blockbuster hits of the Steve Jobs era.

    David Pogue, CBS correspondent and author of Apple: The First 50 Years, joins the Breakfast Grille to dissect Apple’s near-death experience and debunk persistent myths surrounding Steve Jobs. He explores the stark transition from a "rebel" cult to a “Empire” status, the critical innovations that could define the Tim Cook era, and why he believes Apple, at its core, remains a "Steve Jobs company".

    Image Credit: Shutterstock.

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    28 m