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) In this episode, we unpack the complexities of CEO succession, especially in founder-led or family-run companies that dominate Malaysia’s corporate landscape.

12:00 PM

Just For Kicks

(REPEAT) It's a busy week of football, with Enzo Maresca leaving Chelsea grabbing the headlines as we usher in the new year. Our pundits react to this news, as well as look ahead to the weekend's matches.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Sharmilla Ganesan and Vernon Adrian Emuang discuss grandma hobbies, poetry making a comeback and Malaysia's cultural metropole on another insightful episode of ABoC!

2:00 PM

Ringgit & Sense

(REPEAT) This week on Ringgit & Sense, producer Jake Lim is joined by Kimberly Law, co-founder and licensed financial planner at Uno Advisers. And since it’s job hunting season for fresh grads, they’ll be talking about what to do, and maybe more importantly what NOT to do with your first paycheck.

2:30 PM

The Property Show

(REPEAT) Best of The Property Show 2025 revisits curated episodes on the changing role of the home.

3:00 PM

Best of The Bigger Picture

(REPEAT) In this ‘Best of 2025’ replay, we dive into the age-old debate of whether generic drugs are less effective.

4:00 PM

Best of Evening Edition

(REPEAT) How do I argue against conspiracies?

5:00 PM

BBC World Service

Professor Jim Al-Khalili speaks to George Church, one of the pioneers of modern genomics on another episode of The Life Scientific.

PROGRAMMES