Podcast appearances · Radar

Toh Woo Kim

Senior Equity Analyst at Hong Leong Investment Bank in Kuala Lumpur, covering Malaysia's telecommunications and technology sectors

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APPEARANCES

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PODCASTS

Sep 9, 2026

Can Malaysia’s Tech Rally Keep Running?

Sep 9 · 10m

Rich BradburyHOST

1:37

Can you walk us through how the tech stocks have performed?

Toh Woo KimGUEST

1:42

Hi, morning.

Toh Woo KimGUEST

1:44

Good to be here today.

Toh Woo KimGUEST

1:46

Generally, I would say the second quarter was probably a good quarter.

Toh Woo KimGUEST

1:51

Actually, better than it looks on the surface.

Toh Woo KimGUEST

1:53

If you look at the nine companies that we cover, we have one beat, six in line and two misses.

Toh Woo KimGUEST

1:59

And across the broader 20 companies that we track, it was three beats, 11 in line and six misses against consensus.

SherrodHOST

3:26

Now, does this reflect more fundamental weaknesses in the sector or is it more of a temporary correction?