Political instability is now structural, not temporary. The 2026 state elections accelerated a multi-polar fracture: UMNO may be reviving, PH is cracking from within, and PAS is gaining ground despite its own divisions. No coalition can plan for ten years when it may not survive the next vote. The next general election looms by 2027.
The 2026 Investor Day of icapital.biz Berhad
Listen. Understand. Invest.
31 OCT 2026 (SAT)
14:30 – 17:30
1 NOV 2026 (SUN)
08:40 – 18:00
VENUE
KL Convention Centre
Programme
Day 1Saturday, 31 October14:30 – 17:30
Covers:AIPoliticsEconomicsSocietyBusiness
Waking up to a Malaysia we won't recognise?
With AI/Semiconductor at the core, what will Malaysia's future be — in politics, economics, business and society?
SpeakerTan Teng Boo (MD, Capital Dynamics)
Malaysia has always survived on careful checks and balances — ethnic, cultural, political, economic. Those balances are cracking. And into the cracks, the AI revolution is arriving at full speed.
On Saturday, Day 1 of 2026 Investor Day, Tan Teng Boo delivers the talk no one else in this country dare, can — or will — give.
His frank message is simple, yet unsettling: AI is not just another technology wave. It is a magnifying glass on everything already broken. Race, religion, education, inequality, governance — the cracks we have papered over for decades will snap into a fault line under the AI revolution. Can Malaysia and Malaysians survive the rupture, or will we be shattered by it?
As the AI revolution evolves from generative to agentic to physical, Tan Teng Boo will expose its unprecedented impact across Malaysia's four foundational pillars.
Malaysia's four foundational pillars
Political instability is now structural, not temporary. The 2026 state elections accelerated a multi-polar fracture: UMNO may be reviving, PH is cracking from within, and PAS is gaining ground despite its own divisions. No coalition can plan for ten years when it may not survive the next vote. The next general election looms by 2027.
Almost 4 in 10 graduates are working in jobs that do not need their degrees. Wages have been flat. The gig economy is the early warning: 1.64 mln workers, over half earning below RM1,500, most with zero safety net. The human resources minister warns up to 697,000 jobs could disappear within three to five years. And when they do — who pays? You.
For business owners and CEOs, the reality is brutal. Which business should you invest in? AI will not kill your business. But a competitor using AI will. The question is no longer whether you can afford to adopt AI — it is whether you can afford to be left behind. What do you do?
Its foundation is crumbling. Malaysia's 15-year-olds scored 397 in Maths in PISA 2025 — a 43-point drop since 2018, even lower than in 2010. About two-thirds of them cannot use Maths in everyday life. The E&E sector faces a 50,000-engineer shortage. Meanwhile, young Malaysians are searching online for trust and meaning as they face anxieties over climate change, economic uncertainty, and conflict. And as the Sultan of Perak warns, algorithms now "preach" more persuasively than religious leaders. Extremists are exploiting this void, weaponising scripture at machine speed.
Almost 4 in 10 graduates are working in jobs that do not need their degrees. Wages have been flat. The gig economy is the early warning: 1.64 mln workers, over half earning below RM1,500, most with zero safety net. The human resources minister warns up to 697,000 jobs could disappear within three to five years. And when they do — who pays? You.
For business owners and CEOs, the reality is brutal. Which business should you invest in? AI will not kill your business. But a competitor using AI will. The question is no longer whether you can afford to adopt AI — it is whether you can afford to be left behind. What do you do?
Its foundation is crumbling. Malaysia's 15-year-olds scored 397 in Maths in PISA 2025 — a 43-point drop since 2018, even lower than in 2010. About two-thirds of them cannot use Maths in everyday life. The E&E sector faces a 50,000-engineer shortage. Meanwhile, young Malaysians are searching online for trust and meaning as they face anxieties over climate change, economic uncertainty, and conflict. And as the Sultan of Perak warns, algorithms now "preach" more persuasively than religious leaders. Extremists are exploiting this void, weaponising scripture at machine speed.
This is the Malaysian terrain on which the AI revolution lands. Not a stable, reforming Malaysia — but a fractured and politically volatile one.
On this consequential Saturday afternoon, Tan Teng Boo will confront you with questions no one dares to ask, to prepare you for a world where the AI revolution creates a new world.
You will leave with questions that keep you up at night. The answers may determine your next decade.
Questions no one dares to ask
- The GE16 could be the first manipulated by AI, will you know? And if you know, will you accept the result?
- When Singapore gets Waymo, Thailand gets Tesla FSD, what happens to our gig workers?
- Should your children still go to university?
- Will the AI revolution harm the survival of human beings? And more.
Seats are limited. The future isn't.
Day 2SUNDAY, 1 NOVEMBERTwo parallel tracks
Covers:AISemiconductorsEconomicsInvesting
TRACK 1
TimeSessionSpeaker
08:45 – 09:00
Opening Address
AI, Semiconductors & the Investor Day
Two forces reshaping businesses, economies and the world. Where are they taking us?
Tan Teng Boo (MD, Capital Dynamics)
09:00 – 09:45
China's Semiconductor Ecosystem and Outlook, Plus One Case Study
Will China succeed in developing her own semiconductor ecosystem?
Semiconductor Analysts from Capital Dynamics, Led by Teng Boo
09:45 – 10:25
Coraza Integrated
The Precision Backbone of the Semicon Boom
Coraza builds the critical frames and structures behind semicon equipment. As global supply chains demand uncompromising accuracy, could this Malaysian firm be a gateway to the semicon boom?
Lim Teik Hoe (MD)
10:25 – 10:45
Hibiscus Petroleum
Oil and Gas Production and Development
Is Hibiscus's growth momentum resilient enough to outlast elevated oil prices?
Dr Pascal Hos (Country Head, Malaysia & Vietnam)
10:45 – 11:25
3REN
A Critical Link in Smart Semicon Manufacturing
From post-silicon validation to factory automation: as the demand for flawless, high-speed chip production surges, is 3REN the essential bridge to the next generation of semiconductor manufacturing?
Koh Dim Kuan (CEO)
11:25 – 12:05
Edelteq
The Unsung Force in IC Assembly and Testing
Behind every chip that passes QC, Edelteq engineers the burn-in boards, consumables, and test equipment that make IC assembly possible — and with revenue up over 200%, this Bukit Mertajam player is stepping out of the shadows. What has it been building behind the scenes?
Chin Yong Keong (CEO)
12:05 – 13:05
Lunch
13:05 – 13:35
Building Long-Term Value With icapital.biz Berhad
Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?
Analysts from Capital Dynamics
13:35 – 14:15
Aemulus
The Small Tester in a Big AI Story
After 20 years in smartphone testing, can Aemulus successfully pivot to advanced testing to capture the AI boom?
Wong Shee Kian (CTO)
14:15 – 14:55
Kelington Group
Is Its Global Chapter Just Beginning?
Kelington has emerged as the engineering backbone of the semicon boom, delivering critical UHP gas systems and turnkey fabs globally. Backed by a record tender book and its biggest-ever Indian contract, is the group's global ascent only just beginning?
Lim Seng Chuan (CEO)
14:55 – 15:05
Break
15:05 – 16:10
Mi Technovation
True Potential Only Just Being Unlocked?
From die sorting to AI vision inspection, Mi Technovation powers advanced semiconductor packaging. With semiconductor materials and a new chip business, find out why this Penang-founded group's global potential is only starting.
Oh Kuang Eng (Group CEO)
16:30 – 18:00
Keynote Presentation
AI, Semiconductors and Investment Outlook
What do AI and the semiconductor boom mean for Malaysia's economy and the KL stock market? How long can the rally in NASDAQ last? How will shareowners of icapital.biz Bhd benefit from AI and semiconductors? Tan Teng Boo answers in the accurate and lively way only he can.
Tan Teng Boo (MD, Capital Dynamics)
TRACK 2
TimeSessionSpeaker
08:40 – 09:10
Trading Semicon Stocks
Knowing a good semicon company is one thing. Knowing how to trade them is another.
Investment Analysts from Capital Dynamics
09:10 – 09:50
Is Investing in a Plantation Company the Same as a Semicon Company?
Different businesses. Different cycles. Surprisingly similar lessons.
Investment Analysts from Capital Dynamics
09:50 – 10:10
Coffee Break
10:10 – 10:50
Oppstar
Can It Scale Beyond Design Services?
Oppstar began as an IC design services house and is incrementally building proprietary IP capabilities. As AI and edge computing fuel demand for specialised chips, can it convert design expertise into scalable, higher-margin growth?
Tan Chun Chiat (Co-founder and COO) / Chin Fung Wei (CFO)
10:50 – 11:30
From Boom to Bottleneck
Inside the AI-Semiconductor Cycle
How AI became the driver of the semiconductor boom — driving breakthroughs, creating bottlenecks and opportunities.
Tan Mun Lin (Deputy Group CEO)
11:30 – 12:10
Dato' Seri Wong's Epic Journey: From Intel to Malaysia's Semiconductor Powerhouse
Malaysia's semiconductor story began in 1972. Learn from a respected industry veteran who has lived through much of it.
Dato' Seri Wong Siew Hai (President, MSIA)
12:10 – 12:40
Building Long-Term Value with icapital.biz Berhad
Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?
Analysts from Capital Dynamics
12:40 – 13:40
Lunch
13:40 – 14:30
National Semiconductor Strategy and 2 Semicon Ecosystems
US restrictions and sanctions pushed China to build her own semiconductor ecosystem, accelerating the rise of a 2nd ecosystem alongside the US-led one. As both ecosystems expand in parallel, where does Malaysia fit?
Investment Analysts of Capital Dynamics, Led by Teng Boo
14:30 – 15:15
Data Centres: The Necessary Evil Powering the AI Revolution
AI runs on data centres, and data centres run on staggering amounts of power. As the AI boom reshapes demand for electricity, cooling and infrastructure, where are the real investment opportunities?
Tan Mun Lin (Deputy Group CEO) and Analysts from Capital Dynamics
15:15 – 15:35
Coffee Break
15:35 – 16:20
Live Showcase of AI Conducting Job Interviews
Your next job interviewer may not be human. Watch how AI conducts one live interview on stage.
Agnes Wun (CEO, Neufast)
Stay tuned for more.
* Programme is subject to change
Speakers
View full profile (by clicking image)
** Ordered alphabetically by surname
...and qualified Capital Dynamics speakers
Commitment Fee
Day 1
FREE
Day 2
a. Standard Ticket
If you do not need the professional points and digital certificate.
RM80*
Regular Price (until 28 Oct)
RM200*
Last Minute Price
Day 2
b. Professional Ticket
✓ 5 FPAM CE points approvedApplications for SIDC CPE and MFPC CPD points are in progress.
With minimum 8-hour participation on Day 2.
RM200*
*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.
Sponsors
main
premium
prestigious
standard
Partners
University Partner
Event Venue
West Wing, 3rd Floor, Conference Halls, Kuala Lumpur Convention Centre
Kuala Lumpur City Centre, 50088 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
Car Park
For more information, click here.
Public Transport
Participants are encouraged to use the light rail transit (LRT) to get to the Kuala Lumpur Convention Centre (KLCC LRT Station).
KLCC LRT Station is part of the Kelana Jaya LRT line. You may refer to the LRT route map for more information.
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Help & Information
Frequently Asked Questions
Everything you need to know about attending the 2026 Investor Day of icapital.biz Berhad, Asia's most innovative investment event.
The Investor Day of icapital.biz Berhad (ICAP) is an annual investment event hosted by Capital Dynamics and icapital.biz Berhad since 2010. It is non-profit and open to shareholders of ICAP and the investing public. It is where investors hear directly from Tan Teng Boo, industry leaders, company management, and investment analysts, on investing and on the forces shaping our lives, businesses, and careers.
For more, read invday.icapital.biz/about-us
Day 1: Saturday, 31 October 2026, 2:30pm – 5:30pm
Day 2: Sunday, 1 November 2026, 8:40am – 6:00pm
West Wing, 3rd Floor, Conference Halls, Kuala Lumpur Convention Centre (KLCC). This is an in-person event. There is no online option.
Everyone is welcome, including students, new investors, experienced investors, parents, and retirees. You do not need to be an icapital.biz Berhad share owner to attend.
Day 1 is free. For Day 2, a Standard Commitment Fee is RM80 (regular price, until 28 October) or RM200 (last-minute price thereafter). A Professional Commitment Fee is RM200. All commitment fees exclude 8% SST.
No. You must complete the registration form on the Investor Day website.
Tan Teng Boo is the founder and CEO of Capital Dynamics, Asia's first independent global fund manager, known for its "Intelligently Eclectic" value investing philosophy. Tan Teng Boo is licensed personally by the Securities Commission Malaysia, Australian Securities & Investments Commission and Securities & Futures Commission of Hong Kong. He is also an Adjunct Professor at the University of Technology Sydney Business School.
icapital.biz Berhad (ICAP, stock code 5108) is the only closed-end fund listed on Bursa Malaysia, letting long-term investors benefit from value investing and compounding.
For more information, visit www.icapital.my
Capital Dynamics is Asia's first global independent fund manager with offices in Kuala Lumpur, Sydney, Hong Kong, Shanghai, Singapore and Bandung. It is not associated with any financial or government institution. Capital Dynamics is licensed as a fund manager by the Securities Commission Malaysia, Australian Securities & Investments Commission and Securities & Futures Commission of Hong Kong.
Led by Tan Teng Boo, Capital Dynamics manages the i Capital family of managed funds accessible to retail, corporate and institutional investors, they are icapital.biz Berhad, i Capital China Fund, i Capital ASEAN BTB Fund, i Capital Asia-Pacific ex-Japan BTB Fund, i Capital International Value Fund and i Capital Global Fund. Capital Dynamics also manages individually managed accounts for high-net-worth individuals, corporations and institutions.
Licensed under the Securities Commission Malaysia, Capital Dynamics provides its investment advisory via i Capital, a weekly investment publication, as well as through www.icapital.biz, its investment portal and i Capital mobile app, in English and Chinese.
For more information, visit www.capitaldynamics.biz
No. You may register for Day 1 only, Day 2 only, or both days.
Yes. You may move between Track 1 and Track 2 during the day. However, both tracks run simultaneously, so you can only attend one session at a time.
A Professional Commitment Fee qualifies for SIDC CPE, MFPC CPD, and 5 FPAM CE points and a digital certificate. These are applicable only to licensed or registered financial practitioners such as investment analysts, remisiers, financial planners and advisors. This requires at least 8 hours of participation on Day 2. Choose Standard if you don't need the points or certificate.
Yes. Day 1 is free, so you can attend it and pay the Day 2 commitment fee afterwards. However, the RM80 Standard Commitment Fee is only available until 28 October, and seats are limited and first come first serve.
Meals and refreshments are not provided as part of the commitment fee. Food and drinks can be purchased from kiosks at the venue.
You can take the LRT Kelana Jaya Line to KLCC Station. Parking is also available at Kuala Lumpur Convention Centre. Please refer to this page for parking information and rates.
You will receive a confirmation email once your registration is completed. If you do not receive one, please check your spam or junk folder first. If you still cannot find it, contact us using the details below.
Yes. Please enter the attendee's own name and email address in the registration form. The confirmation email will be sent to the email address provided.
No. Registration is done one attendee at a time. There is no bulk or group registration option, so each attendee will need to submit their own form individually, even if you are registering on their behalf.
Still have questions?
Our team is ready to assist your attendance and registration inquiries.