2026 Investor Day of icapital.biz Berhad

Asia's Most Innovative Investment Event
About this Event

The 2026 Investor Day of ICAP will be the most important one ever. Why?

Tan Teng Boo, described by a senior journalist as “something of a prophet” prophesied about AI in April 2007 in this manner :

“Computers – birth of artificial intelligence. Unlike other inventions, for the first time in human history, the Internet allows an interaction of natural intelligence with artificial intelligence on a global scale – this is what makes its impact so dynamic, so powerful and so open-ended.”

Day 1

🕑: 02:30 PM - 05:30 PM
Waking up to a Malaysia we won't recognise?
Host: Tan Teng Boo, MD of Capital Dynamics

Info: Malaysia’s next general elections may be the first manipulated by AI. With the 2026 state elections widening the political fracture, will political instability be permanent? Almost 4 in 10 graduates are working in jobs that do not need their degrees. Yet Malaysia faces a 50,000-engineer shortage. 1.64 million gig workers, over half earning less than RM1,500, most with zero safety net. Should your children still go to university? For business owners and CEOs, the impact of the AI revolution will be brutal. It is already happening. The question is no longer when you should adopt AI; it is whether you can do it before your competitor does. Will young Malaysians listen and rely on their agentic AI friends? As the AI Revolution permeates race, religion and culture, how will Malaysia’s society transform? Can Malaysia and Malaysians survive the rupture? What good will emerge?

Day 2 Track 1

🕑: 08:45 AM - 09:00 AM
Opening Address - AI, Semiconductors & the Investor Day
Host: Tan Teng Boo, MD of Capital Dynamics

Info: Two forces reshaping businesses, economies and the world. Where are they taking us?

🕑: 09:00 AM - 09:45 AM
China's Semiconductor Ecosystem and Outlook, Plus One Case Study
Host: Semiconductor Analysts, Capital Dynamics

Info: Will China succeed in developing her own semiconductor ecosystem?

🕑: 09:45 AM - 10:25 AM
Coraza Integrated - The Precision Backbone of the Semicon Boom
Host: Lim Teik Hoe, Managing Director

Info: Coraza builds the critical frames and structures behind semicon equipment. As global supply chains demand uncompromising accuracy, could this Malaysian firm be a gateway to the semicon boom?

🕑: 10:25 AM - 10:45 AM
Hibiscus Petroleum - Oil and Gas Production and Development
Host: Dr Pascal Hos, Country Head, Malaysia & Vietnam

Info: Is Hibiscus's growth momentum resilient enough to outlast elevated oil prices?

🕑: 10:45 AM - 11:25 AM
3REN - A Critical Link in Smart Semicon Manufacturing
Host: Koh Dim Kuan, CEO

Info: From post-silicon validation to factory automation: as the demand for flawless, high-speed chip production surges, is 3REN the essential bridge to the next generation of semiconductor manufacturing?

🕑: 11:25 AM - 12:05 PM
Edelteq - The Unsung Force in IC Assembly and Testing
Host: Chin Yong Keong, CEO

Info: Behind every chip that passes QC, Edelteq engineers the burn-in boards, consumables, and test equipment that make IC assembly possible — and with revenue up over 200%, this Bukit Mertajam player is stepping out of the shadows. What has it been building behind the scenes?

🕑: 12:05 PM - 01:05 PM
Lunch
🕑: 01:05 PM - 01:35 PM
Building Long-Term Value With icapital.biz Berhad
Host: Analysts, Capital Dynamics

Info: Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?

🕑: 01:35 PM - 02:15 PM
Aemulus - The Small Tester in a Big AI Story
Host: Wong Shee Kian, CTO

Info: After 20 years in smartphone testing, can Aemulus successfully pivot to advanced testing to capture the AI boom?

🕑: 02:15 PM - 02:55 PM
Kelington Group - Is Its Global Chapter Just Beginning?
Host: Lim Seng Chuan, CEO

Info: Kelington has emerged as the engineering backbone of the semicon boom, delivering critical UHP gas systems and turnkey fabs globally. Backed by a record tender book and its biggest-ever Indian contract, is the group's global ascent only just beginning?

🕑: 02:55 PM - 03:05 PM
Break
🕑: 03:05 PM - 04:10 PM
Mi Technovation - True Potential Only Just Being Unlocked?
Host: Oh Kuang Eng, Group CEO

Info: From die sorting to AI vision inspection, Mi Technovation powers advanced semiconductor packaging. With semiconductor materials and a new chip business, find out why this Penang-founded group's global potential is only starting.

🕑: 04:30 PM - 06:00 PM
Keynote Presentation - AI, Semiconductors and Investment Outlook
Host: Tan Teng Boo, MD of Capital Dynamics

Info: What do AI and the semiconductor boom mean for Malaysia's economy and the KL stock market? How long can the rally in NASDAQ last? How will shareowners of icapital.biz Bhd benefit from AI and semiconductors? Tan Teng Boo answers in the accurate and lively way only he can.

Day 2 Track 2

🕑: 08:40 AM - 09:10 AM
Trading Semicon Stocks
Host: Investment Analysts, Capital Dynamics

Info: Knowing a good semicon company is one thing. Knowing how to trade them is another.

🕑: 09:10 AM - 09:50 AM
Is Investing in a Plantation Company the Same as a Semicon Company?
Host: Investment Analysts, Capital Dynamics

Info: Different businesses. Different cycles. Surprisingly similar lessons.

🕑: 09:50 AM - 10:10 AM
Coffee Break
🕑: 10:10 AM - 10:50 AM
Oppstar - Can It Scale Beyond Design Services?
Host: Tan Chun Chiat, Co-founder and COO / Chin Fung Wei, CFO

Info: Oppstar began as an IC design services house and is incrementally building proprietary IP capabilities. As AI and edge computing fuel demand for specialised chips, can it convert design expertise into scalable, higher-margin growth?

🕑: 10:50 AM - 11:30 AM
From Boom to Bottleneck - Inside the AI-Semiconductor Cycle
Host: Tan Mun Lin, Deputy Group CEO of Capital Dynamics

Info: How AI became the driver of the semiconductor boom — driving breakthroughs, creating bottlenecks and opportunities.

🕑: 11:30 AM - 12:10 PM
Dato' Seri Wong's Epic Journey
Host: Dato' Seri Wong Siew Hai, President of MSIA

Info: From Intel to Malaysia's Semiconductor Powerhouse. Malaysia's semiconductor story began in 1972. Learn from a respected industry veteran who has lived through much of it.

🕑: 12:10 PM - 12:40 PM
Building Long-Term Value with icapital.biz Berhad
Host: Analysts, Capital Dynamics

Info: Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?

🕑: 12:40 PM - 01:40 PM
Lunch
🕑: 01:40 PM - 02:30 PM
National Semiconductor Strategy and 2 Semicon Ecosystems
Host: Investment Analysts, Capital Dynamics

Info: US restrictions and sanctions pushed China to build her own semiconductor ecosystem, accelerating the rise of a 2nd ecosystem alongside the US-led one. As both ecosystems expand in parallel, where does Malaysia fit?

🕑: 02:30 PM - 03:15 PM
Data Centres: The Necessary Evil Powering the AI Revolution
Host: Tan Mun Lin, Deputy Group CEO of Capital Dynamics

Info: AI runs on data centres, and data centres run on staggering amounts of power. As the AI boom reshapes demand for electricity, cooling and infrastructure, where are the real investment opportunities?

🕑: 03:15 PM - 03:35 PM
Coffee Break
🕑: 03:35 PM - 04:20 PM
Live Showcase of AI Conducting Job Interviews
Host: Agnes Wun, CEO of Neufast

Info: Your next job interviewer may not be human. Watch how AI conducts one live interview on stage.