BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Reversal Of Fortunes For The Transportation Sector In 2023?

Reversal Of Fortunes For The Transportation Sector In 2023?

Ahmad Maghfur Usman, Equity Analyst, Nomura Malaysia

04-Jan-23 09:15

Reversal Of Fortunes For The Transportation Sector In 2023?

The transportation sector ended mixed for 2022 on Bursa Malaysia, with only Malaysia Airports chalking up gains of 10%. Meanwhile, developed markets such as the US and EU seem likely to face recession this year. While China’s reopening is positive, there are also concerns on bottlenecks, with rising Covid-19 cases and testing requirements. How should investors position for exposure to the transportation sector and which stocks they should buy? For insights, we speak to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.


Image credit: Shutterstock.com

Produced by: Chong Tjen San

Presented by: Shazana Mokhtar, Wong Shou Ning, Chong Tjen San


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

Categories:  marketseconomy

Tags:  transportation sectoraviation sector2023 outlookchina reopeningdeveloped markets





Play / Pause

Listen now : The 6AM Stretch: Thought-provoking discussions on ideas, people and events shaping our...

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

David Chow, Director of Investment, Azure Capital 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

Catherine Lim, Senior Industry Analyst, Bloomberg Intelligence discusses China's consumer sector.

7:45 AM

Morning Brief

Danial Abdul Rahman, CEO of the Asian Strategy & Leadership Institute (or ASLI)., discusses the new National Education Blueprint 2026-2035.

8:00 AM

The Breakfast Grille

Anand Pathmakanthan, Head of Regional Equity Research at Maybank Investment Banking Group, and Patrick Chang, Chief Investment Officer for Affluent Product & Proposition at CIMB Bank Berhad, discusses market strategies for 2026.

8:30 AM

Morning Brief

Nik Nazmi Nik Ahmad, MP for Setiawangsa discusses the new MPs’ committees and whether they can effectively improve transparency and accountability in KL’s governance.

8:45 AM

Morning Brief

Dr Nguyen Khac Giang, Visiting Fellow, Vietnam Studies Programme, ISEAS – Yusof Ishak Institute, discusses the ongoing Vietnam Communist Party Congress.

9:00 AM

Opening Bell

(REPEAT) David Chow, Director of Investment, Azure Capital tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) Catherine Lim, Senior Industry Analyst, Bloomberg Intelligence discusses China's consumer sector.

9:35 AM

The Property Show

Dato’ Ganesh Chinnappan, Managing Director of Raine & Horne International Zaki + Partners Sdn. Bhd., discusses the concept and reality of Build-to-Sell houses.

10:05 AM

Open For Business

Shareen Ramli on building Siti Li Dining & Foodhall, food as culture, and the realities of growing a sustainable F&B business.

11:00 AM

The Workplace

Hybrid work, leadership fatigue, and rising expectations around trust and wellbeing have changed what it means to lead and belong at work. In 2026, building a strong team is no longer about individual performance alone and rather, it’s about connection, safety, and collective clarity. We speak with Dr. Jamie Shapiro, Founder and CEO of Connected EC, organisational psychologist, CEO coach, and author of Connected Culture, about what it really takes to build thriving teams in today’s workplace.

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Anand Pathmakanthan, Head of Regional Equity Research at Maybank Investment Banking Group, and Patrick Chang, Chief Investment Officer for Affluent Product & Proposition at CIMB Bank Berhad, discusses market strategies for 2026.

2:05 PM

Discovery Hour

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

3:05 PM

Earth Matters

4:05 PM

Health & Living

Obesity is not just about making bad choices. We speak to an expert about how your hormones and genes can drive obesity, and what you can do about it.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Big Issue

7:00 PM

Stories of KL

The Making of an Independent Bookstore

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my