2026 Investor Day of icapital.biz Berhad
About this Event
Back in the 2023 Investor Day, Capital Dynamics CEO Tan Teng Boo turned bullish on KLSE long before the semiconductor boom took hold, citing two pivotal catalysts: policy clarity under the Anwar administration and Malaysia’s fast-growing semiconductor ecosystem. His thesis has proven remarkably prescient.
Fast forward to 2026: semiconductor exports now account for 35.5% of Malaysia’s total Jan-Jun exports, surging from just 27.6% in 2025. While the FBM KLCI has climbed steadily, semiconductor counters have delivered impressive returns.
Dubbed “something of a prophet”, Tan Teng Boo will unpack how the AI revolution supercharges the semiconductor value chain and unveil his latest long-term outlook for the FBM KLCI — building on his landmark 2023, 2024 & 2025 bullish market forecasts.
Whether AI is a fleeting trend or a generational revolution, its impact on your portfolio, career and business are undeniable. Get first-hand expert analysis and industry leaders live at KLCC.
Day 1
🕑: 02:30 PM - 05:30 PM
Special Presentation
Host: Tan Teng Boo, MD of Capital Dynamics
Day 2 Track 1
🕑: 08:45 AM - 09:00 AM
OPENING ADDRESS
Host: Tan Teng Boo, MD of Capital Dynamics
🕑: 09:00 AM - 09:45 AM
INSIDE CHINA'S CHIP
Host: Semiconductor Analysts, Capital Dynamics
Info: China's Semiconductor Ecosystem, 1 Case Study, and Outlook
🕑: 09:45 AM - 10:25 AM
CORAZA INTEGRATED TECHNOLOGY
Host: Mr Lim Teik Hoe, Managing Director
🕑: 10:25 AM - 10:45 AM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 10:45 AM - 11:25 AM
EDELTEQ HOLDINGS
Host: Mr Chin Yong Keong, CEO
🕑: 11:25 AM - 12:05 PM
INDUSTRY PRESENTATION
🕑: 12:05 PM - 01:05 PM
LUNCH
🕑: 01:05 PM - 01:35 PM
BUILDING LONG TERM VALUE WITH ICAPITAL.BIZ BERHAD
Host: Capital Dynamics
🕑: 01:35 PM - 02:15 PM
AEMULUS
Host: Mr Wong Shee Kian, CTO
🕑: 02:15 PM - 02:55 PM
KELINGTON GROUP
Host: Mr Lim Seng Chuan, CEO
🕑: 02:55 PM - 03:15 PM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 03:15 PM - 04:00 PM
MI TECHNOVATION
Host: Mr Oh Kuang Eng, Group CEO
🕑: 04:00 PM - 04:30 PM
SEMICONDUCTOR OVERVIEW
🕑: 04:30 PM - 06:00 PM
KEYNOTE PRESENTATION: WHAT DOES TAN TENG BOO THINK OF THE MARKET AND ECONOMY?
Host: Tan Teng Boo, MD of Capital Dynamics
Day 2 Track 2
🕑: 09:00 AM - 09:45 AM
IS INVESTING IN A PLANTATION COMPANY THE SAME AS A SEMICON COMPANY?
Host: Investment Analysts, Capital Dynamics
🕑: 09:45 AM - 10:05 AM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 10:05 AM - 10:50 AM
THE CHIP INSIDE EVERYTHING: SEMICONDUCTORS 101
Host: Tan Mun Lin, Deputy Group CEO of Capital Dynamics
🕑: 10:50 AM - 11:40 AM
BUILDING LONG TERM VALUE WITH ICAPITAL.BIZ BERHAD
Host: Capital Dynamics
🕑: 11:40 AM - 12:40 PM
LUNCH
🕑: 12:40 PM - 01:30 PM
CHIP WAR OR CHIP OPPORTUNITY? MALAYSIA BETWEEN TWO GIANTS
Host: Investment Analysts, Capital Dynamics
Info: NSS and 2 Semicon Ecosystems
🕑: 01:30 PM - 02:30 PM
MEMORY AND STORAGE
🕑: 02:30 PM - 03:15 PM
BUILDING MALAYSIA'S SEMICONDUCTOR INDUSTRY
🕑: 03:15 PM - 03:35 PM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 03:35 PM - 04:20 PM
TIMING THE CHIP CYCLE: HOW TO ACTUALLY TRADE SEMICONDUCTOR STOCKS
Host: Investment Analysts, Capital Dynamics
Where is it happening?
Event Location & Nearby Stays:
MYR 0.00 to MYR 200.00
