BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Uncertainty Clouds The Logistics And Port Sector

Uncertainty Clouds The Logistics And Port Sector

Lim Sue Lin, Co-Head of Research, Maybank Investment Bank

25-Apr-25 09:15

Uncertainty Clouds The Logistics And Port Sector

The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask

Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players.

The Breakfast Grille episode with Datuk Ruben Emir Gnanalingam of Westports Holdings Bhd

Image Credit: Shutterstock.com

Produced by: Jake Lim, Wong Shou Ning

Presented by: Wong Shou Ning, Philip See, Aisalli Ayub


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

Categories:  marketseconomyCorporatesmanaginginternationalpoliticsinvestments

Tags:  portswestportsmalaysiachina yuantariffs





Play / Pause

Listen now : Bar None

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

Kelvin Wong, Senior Market Analyst, OANDA 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 of the Australian National University discusses the impact of the U.S. peace plan on the Russia-Ukraine conflict.

7:45 AM

Morning Brief

Associate Professor Dr Syaza Shukri, Department Head of Political Science and Madani Studies at IIUM shares her thoughts on the Ayer Kuning By-Election on April 26.

8:00 AM

The Breakfast Grille

Dr. Muralitharan Paramasua, CEO, Medical Device Authority (MDA) Malaysia.

8:30 AM

Morning Brief

Indran Shanmuganathan of Shearn Delamore & Co discusses with us the implications of AI-generated music on Malaysia's intellectual property rights and copyright laws.

8:45 AM

Morning Brief

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

9:00 AM

Opening Bell

(REPEAT) Kelvin Wong, Senior Market Analyst, OANDA tells us where international markets are heading.

9:15 AM

Opening Bell

Lim Sue Lin, Maybank Investment Bank discusses the local ports & logistics sector.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Adel bin Muhamed Ishak, Co- Founder, Little Fat Duck

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

Can AI Really Teach Teachers?

1:00 PM

The Breakfast Grille Repeat

Dr. Muralitharan Paramasua, CEO, Medical Device Authority (MDA) Malaysia.

2:05 PM

Discovery Hour

Grace, keyboardist for indie jazz band FAZZ, multi-instrumentalist, and music teacher, talks about her deep passion for music and what it means to her.

3:05 PM

Front Row

The Plantation Plot exhibition presented by ILHAM Gallery and Kadist explores the lasting impact of plantation systems on communities, ecologies, and the modern world. We speak to the exhibition's curators to find out more.

3:20 PM

Front Row

Discover more about Pollination 4: the palms of y/our hands, an exhibition about memories, migration and everyday rituals between Yangon and Penang.

4:05 PM

Health & Living

Amid the injuries, burns and destruction of property, what are the psychological effects of the Putra Heights disaster? We find out how Mercy Malaysia provided on-ground support to the survivors.

5:00 PM

Top 5 at 5

6:00 PM

Popcorn Culture

Sinners + Most Memorable IMAX Experiences; We review Ryan Coogler’s period vampire thriller film, Sinners and discuss our most memorable IMAX experiences.

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector