Does The Construction Sector Rally Have Legs In 2025?

Chong Tjen San, Director, CGS International

23-Jan-25 09:15

Does The Construction Sector Rally Have Legs In 2025?

Pause
Embed

The construction sector was the biggest winner in 2024, up more than 60%, due to two strong themes: data centres and the Johor-Singapore SEZ. But has that already been priced in or will we still see upside this year for construction stocks? Chong Tjen San from CGS International weighs in.

Image Credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Keith Kam

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, economy, technology, government, international, property, investments

Tags: equity markets, investment strategy, construction sector, market rally, data centres, sez, johor-singaopre,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) We discuss how AI is shaping information, engagement, and credibility in the digital age with Kiron Kesav, Chief Strategy Officer, PHD APAC at OMG Malaysia.

12:00 PM

Popcorn Culture

(REPEAT) We review Zootopia 2 and then ask: What (or who) are your favourite on-screen animal characters?

1:00 PM

Cruise Control

(REPEAT) We talk about Perodua's new EV, the QV-E and the conversations surrounding it. Daniel also shares his thoughts on the recently launched luxury sedan from JAC, the Maestro S800.

2:00 PM

Matt-Splained

(REPEAT) We look at the benefits of pressure washing your brain, Matt’s morbid curiosity and Richard’s misconceptions about horror fans.

3:00 PM

Earth Matters

(REPEAT) We speak to Meenakshi Raman about what COP30 in Belém achieved, what fell short, and what the outcomes mean for global climate action.

4:00 PM

Bar None

(REPEAT) We look ahead to the upcoming SEA Games and Malaysia's chances in the tournament.

5:00 PM

BBC World Service

What kinds of food and drink help people keep warm while living in extreme cold? The Food Chain explores.

PROGRAMMES