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EMS Players Face Challenges Amid Tech Growth

The electronics manufacturing services (EMS) sector in Malaysia has seen mixed performance in 2024 despite being part of the broader tech upcycle, with rising costs, inflation, and supply chain disruptions offsetting growth from increased global demand and outsourcing trends. Key EMS Performances Winners : SKP Resources Bhd  (+76% YTD) V.S. Industry Bhd  (+47% YTD) NationGate Holdings Bhd  (+51% YTD) P.I.E. Industrial Bhd  (+29% YTD) Strugglers : ATA IMS Bhd  (-8% YTD) JHM Consolidation Bhd  (-36% YTD) Growth Drivers and Challenges Diversification Opportunities : The China+1 and Taiwan+1 strategies have positioned Malaysian EMS players to gain market share. However, reliance on major customers, such as Dyson, continues to be a concern. Cost Pressures : High inflation and production costs have affected profit margins. Company Highlights SKP Resources : Recorded a  27% y-o-y net profit increase , benefiting from a recovery in consumer demand. V.S. Indust...
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Bumiputera Contractors Secure RM15.09 Billion in Highway Projects

As of Q3 2024, highway-related projects worth RM15.09 billion have been awarded to Bumiputera contractors, nearing last year's total allocation of RM15.1 billion, according to Deputy Works Minister Datuk Seri Ahmad Maslan.

Key Highlights

  • Increased Participation: 1,631 G1 Bumiputera companies secured RM335 million in projects this year, a slight increase from the RM333 million awarded to 1,585 companies in 2023.
  • Infrastructure Development: This reflects the growing contribution of Bumiputera contractors to Malaysia’s infrastructure projects, showcasing their capability and commitment.

Matchmaking Programme

The announcement was made during the Bumiputera Contractors Association with Highway Concessionaires Matchmaking Programme, aimed at further boosting Bumiputera participation in highway projects.

Statements from Officials

  • Ahmad Maslan emphasized the programme’s role in enhancing Bumiputera contractors’ economic share.
  • Senior officials from the Works Ministry, Malaysian Highway Authority (LLM), and Malay Contractors Association Malaysia were present to support the initiative.

Looking Ahead

Efforts to expand Bumiputera participation in highway infrastructure will likely continue, ensuring broader economic opportunities and reinforcing their role in national development.

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