Malaysia has been rolling out a series of renewable energy policies that have benefited the solar industry. One beneficiary is listed Solarvest Holdings. We ask their CEO and co-founder as to their financial performance, the competition and their transformation plans from being an EPCC player to also an asset owner.

Malaysia has been rolling out a series of renewable energy policies that have benefited the solar industry. One beneficiary is listed Solarvest Holdings. We ask their CEO and co-founder as to their financial performance, the competition and their transformation plans from being an EPCC player to also an asset owner.

Sharper and stronger than a double espresso. The Morning Run stretches your mind and braces you for the business day. It's your fast track into work where you can hit the ground running. From 6am to 10am weekdays, the Morning Run brings you the biggest stories and must-listen-to interviews. Stay enlightened, make educated business and investment decisions.

The Breakfast Grille

Featuring the cream-of-the-crop as well as the controversial, the Breakfast Grille is the flagship show of BFM. Expect no-holds-barred interviews to get to the truth and into the minds of business leaders, policymakers and changemakers.

Solarvest, Moving Up The Value Chain

Aluminium products maker Winstar Capital wants to raise up to RM300 million through a new sukuk programme, roughly 1.5 times its own market value. Its latest quarter saw revenue jump by a third, but profit grew just 3 per cent, and its factory expansion is running behind schedule. In June, its second-biggest shareholder, solar firm Sunview, sold its entire stake at a discount. We speak to Lee Yong Zhi, Executive Director and Chief Operating Officer of Winstar Capital, about why profit hasn’t kept up with sales, what the new borrowings will fund, and what Sunview’s exit means for the company.

Aluminium products maker Winstar Capital wants to raise up to RM300 million through a new sukuk programme, roughly 1.5 times its own market value. Its latest quarter saw revenue jump by a third, but profit grew just 3 per cent, and its factory expansion is running behind schedule. In June, its second-biggest shareholder, solar firm Sunview, sold its entire stake at a discount. We speak to Lee Yong Zhi, Executive Director and Chief Operating Officer of Winstar Capital, about why profit hasn’t kept up with sales, what the new borrowings will fund, and what Sunview’s exit means for the company.

Winstar Capital Borrowing RM300 Million, An Amount Bigger Than Its Market Cap

Google has pledged US$15 billion over 2027 and 2028 to expand its Malaysian data centre footprint, a sevenfold jump from the US$2 billion committed in 2024. Ken Siah, Principal for Global Infrastructure, Asia Pacific at Google, tells the Breakfast Grill that 93% of Malaysian workers now use AI daily, Malay-language Gemini prompts have more than doubled in a year, and the build-out is projected to support 37,000 jobs annually during construction and over 9,000 once operational, alongside a planned one gigawatt of new clean energy for the grid.

Yet the expansion lands as regulators weigh whether Malaysia's grid and water systems can absorb 117 already-approved projects plus 24 more pending applications. Siah addresses how Google squares its growth with that strain and what accountability looks like for a data centre operator paying full tariffs with no incentives. Tune in to hear him lay out Google's answer.

Google has pledged US$15 billion over 2027 and 2028 to expand its Malaysian data centre footprint, a sevenfold jump from the US$2 billion committed in 2024. Ken Siah, Principal for Global Infrastructure, Asia Pacific at Google, tells the Breakfast Grill that 93% of Malaysian workers now use AI daily, Malay-language Gemini prompts have more than doubled in a year, and the build-out is projected to support 37,000 jobs annually during construction and over 9,000 once operational, alongside a planned one gigawatt of new clean energy for the grid.Yet the expansion lands as regulators weigh whether Malaysia's grid and water systems can absorb 117 already-approved projects plus 24 more pending applications. Siah addresses how Google squares its growth with that strain and what accountability looks like for a data centre operator paying full tariffs with no incentives. Tune in to hear him lay out Google's answer.

Can Malaysia's Grid and Water Supply Handle Google's Expansion?

The field of Artificial Intelligence has had its winters over the decades but today it’s definitely entered an extended summer. Its roiling markets and politics and even philosophy; from return on investment to what makes us human. Those leading the technology’s development promise utopia but also warn of a chance, albeit slim, of existential threats. While the public discourse is dominated by these desires and fears, and questions of exploitation and exclusion being ignored. And is the push for AI sovereignty a realistic one?

The field of Artificial Intelligence has had its winters over the decades but today it’s definitely entered an extended summer. Its roiling markets and politics and even philosophy; from return on investment to what makes us human. Those leading the technology’s development promise utopia but also warn of a chance, albeit slim, of existential threats. While the public discourse is dominated by these desires and fears, and questions of exploitation and exclusion being ignored. And is the push for AI sovereignty a realistic one?

Solarvest, Moving Up The Value Chain

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