Episode Details

Budget 2027 sets Malaysia’s development expenditure at RM83 billion, a bump up from last year, yet below the 13th Malaysia Plan's annual average.

UOB Kay Hian Senior Equity Analyst Jack Goh joins us to evaluate where contract flow actually lands. The conversation dives into the post-election timing of major infrastructure rollouts, the distinct edge Borneo-based contractors hold over peninsular rivals for Sabah and Sarawak allocations, and how minimum wage hikes will hit builder margins. Plus, an examination of the two private-sector segments driving record order books while mega-projects remain on hold.

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