The 2025 Investor Day of icapital.biz Berhad

Discovering Investor Day is Discovering Gold

15 NOV 2025 (SAT)

9.00am - 5.00pm

16 NOV 2025 (SUN)

8.45am - 6.30pm

LOCATION

KL Convention Centre

Programme

DAY 1

SATURDAY, 15 NOVEMBER

9.00am - 1.00pm

FINAL STAGE:
2025 BUDDING VALUE INVESTOR AWARD (BVIA) After an intensive first stage, 10 shortlisted finalists now advance to the Final Stage of the 2025 Budding Value Investor Award. They will pitch their investment ideas live and get grilled by a panel of seasoned judges. The audience will also have their say by voting for their favourite team.

Featuring competing teams from:

Sunway University
Asia Pacific University
Universiti Putra Malaysia
Lahore University of Management Sciences
Shanghai University of Finance and Economics
Nankai University
The University of Hong Kong
Institut Teknologi Bandung
City University of Hong Kong
Monash University Malaysia

Companies to be presented:

Prosus N.V.
Campbell Soup Company
Apple Inc.
Alibaba Group
Meezan Bank
Gree Electric Appliances
Colorpak Indonesia Tbk
Microsoft Corporation
Alphabet Inc.

Featuring competing teams from:

Sunway University
Asia Pacific University
Universiti Putra Malaysia
Lahore University of Management Sciences
Shanghai University of Finance and Economics
Nankai University
The University of Hong Kong
Institut Teknologi Bandung
City University of Hong Kong
Monash University Malaysia

Companies to be presented:

Prosus N.V.
Campbell Soup Company
Apple Inc.
Alibaba Group
Meezan Bank
Gree Electric Appliances
Colorpak Indonesia Tbk
Microsoft Corporation
Alphabet Inc.

2.30pm - 5.30pm

WHERE IS MALAYSIA HEADING 2.0:
DO MALAYSIANS HAVE BETTER OPTIONS,
OR ARE WE DOOMED? Malaysians work harder, yet feel poorer. We are told to be patient, but patience does not pay the bills nor secure the nation’s future. Amid rising costs of living, weakened Ringgit, and uncertain political economic conditions, prepare to be enlightened by Tan Teng Boo. In 2015, he challenged Malaysians to look beyond the noise of politics and economics to discover the truths shaping their lives and the endless possibilities he saw for Malaysians. This year, he returns to examine the question on everyone’s mind: do Malaysians have better options beyond 2025, or are we doomed? Join him for an unflinching examination of our economic and political realities and discover what it truly takes to break free from complacency, reclaim hope, and rebuild Malaysia’s promise. Tan Teng Boo, MD of Capital Dynamics

DAY 2

TRACK 1, SUNDAY, 16 NOVEMBER 8.45am to 6.30pm

8.45am - 9.00am

ASIA'S MOST INNOVATIVE INVESTMENT EVENT RETURNS STRONGER Step into the 2025 Investor Day of icapital.biz Berhad, where expert insights and market strategies converge for investors of all levels. From semiconductors and energy to aviation and global trade, what opportunities will shape your investment and business decisions? Tan Teng Boo, MD of Capital Dynamics

9.00am - 9.45am

FROM TIKTOK TO TESLA: UNLOCK THE SECRETS OF THE CHIPS THAT RUN YOUR WORLD Ever wonder how your phone processes information so fast, or how a self-driving car 'sees' the road? It all comes down to the semiconductor chip. Join Semiconductors 101 and finally understand the invisible, microscopic forces driving the technology you can't live without. Tan Mun Lin, Deputy Group CEO of Capital Dynamics

9.45am - 10.30am

31 YEARS OF SEMICONDUCTOR JOURNEY WITH TENG BOO Teng Boo will be sharing insights from his 31-year journey researching semiconductor companies around the world. What key lessons can investors take from his decades of experience? Tan Teng Boo , MD of Capital Dynamics

DAY 2

TRACK 1, SUNDAY, 16 NOVEMBER 8.45am to 6.30pm

10.30am - 12.30pm

IS IT TIME TO INVEST IN MALAYSIA'S SEMICONDUCTOR COMPANIES? Understand the semiconductor companies and industry across IC design, Advanced Packaging, OSAT, and more. Learn how Taiwan got it right and Malaysia got it wrong. Will the National Semiconductor Strategy rectify our weaknesses? Identify the next TSMC with this 2-hour exclusive forum featuring industry leaders. Panelist: Dato' Seri Wong Siew Hai (President of the Malaysia's Semiconductor Industry Association) Kevin Khoo Chung Shin (Group COO of Unisem) Ong Chin Hu (Founder and CEO of GreatASIC Technology Sdn Bhd) Long Theng Chao (Senior Director of Infineon Technologies) Inderjeet Singh (Wide Bandgap GM of Carsem) Moderator: Tan Teng Boo, MD of Capital Dynamics

12.30pm - 12.50pm

ICAP FAN CLUB: MORE THAN JUST INVESTING

12.50pm - 1.15pm

HIBISCUS PETROLEUM - CRUDE INSIGHTS Hibiscus Petroleum has successfully grown its upstream oil and gas business from the ground up over the past decade. What does Malaysia's first listed independent upstream oil & gas player have in store for the next decade and beyond? Dr Pascal Hos, Country Head of Malaysia & Vietnam

1.15pm - 2.00pm

KELINGTON GROUP - ENGINEERING GROWTH Kelington, a leading engineering and industrial gas company, continues to secure major orders from clients across Malaysia, China, Taiwan, Singapore, the Philippines, and Indonesia. With its growing presence in the semiconductor sector and other specialised industries, where is Asia Pacific’s engineering powerhouse headed next? Speakers: Steven Ong Weng Leong, COO Lim Seng Chuan, Singapore MD

2.00pm - 2.15pm

Recharge and Refresh (Coffee Break)

DAY 2

TRACK 1, SUNDAY, 16 NOVEMBER 8.45am to 6.30pm

2.15pm - 3.00pm

UNISEM - CHIPS IN FOR THE FUTURE A home-grown semiconductor giant, Unisem offers semiconductor assembly and testing services to the global semiconductor industry. With factories in Ipoh (Malaysia), Chengdu (China), and a new expansion in Gopeng, is Unisem ready to seize rising global demand and strengthen its position as a key player in the semiconductor supply chain? Kevin Khoo Chung Shin, Group COO

3.00pm - 4.45pm

TRUMP’S 2025 TARIFFS: IMPACT, REACTIONS, AND HOW INVESTORS AND BUSINESSES CAN ADAPT Trump’s tariff imperialism is unfolding stage by stage, country by country. Its cumulative impact would one day hit markets and economies hard. When? With Trump’s 2025 tariffs reshaping global supply chains, no investor or business can afford to ignore what’s coming. Join our panel of industry leaders as we unpack the shockwaves and how to stay ahead of them. Panelists: Dato' Seri Wong Siew Hai (President of the Malaysia Semiconductor Industry Association) Dato' Seri Dr Mohd Ajib Anuar (President of the Malaysian Chamber of Mines) Teong Teck Lean (Group CEO and MD of GDEX) Dr Shardul Phadnis (Professor at the Asia School of Business) Dato’ Mohd Nizam Abdul Malik (Country Chief Executive of Bureau Veritas Malaysia) Moderator: Tan Teng Boo, MD of Capital Dynamics

5.00pm - 6.30pm

KEYNOTE PRESENTATION

What Does Tan Teng Boo Think Of The Market And Economy?

Gain timeless investment principles and insights from Malaysia’s leading fund manager, Tan Teng Boo, and his market outlook.
He gave a bullish forecast on KLSE at 2023 Investor Day before anyone else did and turned out to be correct.
In Oct 2024, he cautioned investors as the KL stock market was heading for correction, and he was spot on again.
Don't miss out on his outlook and expert insights this year.

DAY 2

TRACK 2, SUNDAY, 16 NOVEMBER 9.00am to 4.30pm

9.00am - 9.25am

THE PSYCHOLOGY OF TAKING A TRADE Isaac Lim, Chief Market Strategist, Moomoo SEA

9.25am - 9.45am

IRON LADY IN ACTION
BY PROF HEW MOI LAN Prof. Hew Moi Lan will share her journey to becoming Group CEO of SEG International Bhd (SEGi University). What inspired her path to leadership and success?

9.45am - 10.30am

TRAILBLAZER TALES OF A GLOBAL RIDE
BY ANITA YUSOF Anita Yusof, the first Malaysian woman to bike around the world. What drove her to achieve this extraordinary feat?

10.30am - 11.00am

BUILDING LONG TERM VALUE WITH ICAPITAL.BIZ BERHAD For 21 years, icapital.biz Berhad has created and sustained value for its share owners. Discover how long-term investing, steady growth, and smart strategies can help you build your wealth. ICAP No Cap. Analysts, Capital Dynamics

DAY 2

TRACK 2, SUNDAY, 16 NOVEMBER 9.00am to 4.30pm

11.00am - 11.30am

SCIENTIFIC MASTERY INSIGHTS
BY PROF DR REBECCA WONG SHIN YEE Prof Dr Rebecca Wong Shin Yee is recognised as one of the world’s top 2% most-cited scientists by Stanford University. What groundbreaking insights will she share with us?

11.30am - 12.15pm

A JOURNEY FROM WINGS TO BOARDS
BY CONNIE GO Connie Go is the CEO of Feytech Holdings who rose from an air stewardess. What propelled her journey from the skies to the boardroom?

12.15pm - 1.00pm

A SUCCESSFUL WOMAN IN AI
BY MARYANN TSENG Maryann Tseng, Senior Managing Director of SenseTime, will share her journey as a successful woman in AI. What can we learn from her path to leadership in the tech industry?

1.00pm - 1.20pm

ICAP FAN CLUB: MORE THAN JUST INVESTING

DAY 2

TRACK 2, SUNDAY, 16 NOVEMBER 9.00am to 4.30pm

1.20pm - 2.15pm

THE CAPITAL DYNAMICS APPROACH TO VALUE INVESTING Learn the principles, strategies, and mindset that guide Capital Dynamics' investment decisions and discover how to identify long-term opportunities in today’s markets. Tan Mun Lin (Deputy Group CEO of Capital Dynamics) and Yang Qilin (Fund Manager of Capital Dynamics)

2.15pm - 2.35pm

TECHNICAL ANALYSIS: SCIENCE OR ART AND HOW DO WE EMPLOY IT IN INVESTING? Isaac Lim, Chief Market Strategist, Moomoo SEA

2.35pm - 2.45pm

Recharge and Refresh (Coffee Break)

2.45pm - 4.45pm

CAPITAL A MINUS AIRLINE, WHAT IS NEXT FOR THIS UNDISCOVERED GEM? What’s next for Capital A after its major restructuring? Join this session or an exclusive, integrated presentation from Capital A and its businesses, Teleport, AirAsia Move, ADE, and AirAsia Aviation Group, as they share crucial updates and reveal the strategies shaping the future of one of Asia’s most exciting listed companies. Speakers: Pete Chareonwongsak (CEO of Teleport) Nadia Omer (CEO of AirAsia MOVE) Mahesh Kumar (CEO of ADE) Farouk Kamal (Deputy Group CEO of AirAsia Aviation Group)

* Programme is subject to change

More to expect:

Interactive booths and activities
Attractive rewards from Moomoo Malaysia, F&N, Parkson, Capital Dynamics and more

Speakers

View full profile (by clicking image)

** Arranged in order of programme

KEYNOTE SESSION

SPECIAL SEMICONDUCTOR SERIES

TRUMP TARIFF FORUM

PRESENTATION FROM CAPITAL A AND ITS BUSINESSES

FIVE REMARKABLE WOMEN

HIBISCUS PETROLEUM

MOOMOO

Commitment Fee

Day 1

FREE

Day 2

RM200*

a. Standard Ticket
If you do not need the professional points and digital certificate.

b. Professional Ticket
Eligible for FPAM 5 CE Points / SIDC 10 CPE points / MFPC 8 CPD points and a digital certificate with a minimum 8-hour participation on Day 2.

*Excluding 8% Service Tax (SST). 8% SST is applied in compliance with the Royal Malaysian Customs Department regulations, effective 01 October 2025. Click for info.

Seats are limited and available on a first-come-first-serve basis.

ICAP's 21st Anniversary Celebration Bring 2 friends and we thank you with a complimentary ticket.