Stocks Picks For The Data Centre Boom

Redza Abdul Rahman, Director of Research , BIMB Securities

27-Mar-25 09:15

Pause
Embed

Malaysia has achieved RM378.5bn in approved investments in 2024, a record. Much of this due to the mushrooming of data centres in the country. Redza Abdul Rahman, Director of Research, BIMB Securities tells us which sectors and specifically what companies stand to benefit from the data centre boom.

Image Credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Wong Shou Ning, Shazana Mokhtar

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

Categories: markets, economy, technology, investments, government

Tags: data centres, investment strategy, government, ai, malaysian stocks,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dr Sonia Mycak talks about the phone call between Trump and Putin in regards to the war between Russia and Ukraine.

7:45 AM

Morning Brief

Zeckqualine Melai, Teacher & Researcher from the Faculty of Education, Language and Communication from Unimas Sarawak unpacks the broader implications of free tertiary education in Sarawak.

8:00 AM

The Breakfast Grille

Mirzan Mahathir, Managing Director, Betamek.

8:30 AM

Morning Brief

Shazrul Ariff Suhaimi of Khazanah Research Institute looks into why 2.1% of jobs remained unfilled, even as Malaysia’s labour market reached 9.1 million in the Q1 2025.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) We bring you the latest on Bursa Malaysia and international capital markets.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

People, Planet, Profit

Najah Onn, founder of FashinFidelity discuss Malaysian trends in sustainable fashion.

10:05 AM

Open For Business

How Hotel Owners Lose Money And How to Avoid It

11:00 AM

Marketing Mojo

Beyond Tokenism: How Brands Can Get DEI Right

12:00 PM

Enterprise Explores

Can the Global South Replace the West in Global Trade?

1:00 PM

The Breakfast Grille Repeat

Mirzan Mahathir, Managing Director, Betamek.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

A Political economist shares his thoughts on IMF’s suggestion to increase retirement age to 70.

4:05 PM

Health & Living

tbc

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service

PROGRAMMES