Telco tower veteran Suresh Sidhu launched EdgePoint Infrastructure in 2020, scaling the regional venture to over 16,000 sites across Malaysia, Indonesia, and the Philippines, with backing from DigitalBridge, and then later the Abu Dhabi Investment Authority.

However the infrastructure model now faces a more complex reality: carrier consolidation and a higher for longer interest rate environment that creates a more challenging environment, in particular for a PE-backed player. Can ASEAN’s underlying tide of data demand outrun these mounting structural pressures?

Suresh Sidhu joins the show to discuss navigating private equity expectations in a high-rate climate, the shifting economics of a consolidated customer base, and the new growth engines driving the TowerCo model.

Telco tower veteran Suresh Sidhu launched EdgePoint Infrastructure in 2020, scaling the regional venture to over 16,000 sites across Malaysia, Indonesia, and the Philippines, with backing from DigitalBridge, and then later the Abu Dhabi Investment Authority.However the infrastructure model now faces a more complex reality: carrier consolidation and a higher for longer interest rate environment that creates a more challenging environment, in particular for a PE-backed player. Can ASEAN’s underlying tide of data demand outrun these mounting structural pressures?Suresh Sidhu joins the show to discuss navigating private equity expectations in a high-rate climate, the shifting economics of a consolidated customer base, and the new growth engines driving the TowerCo model.

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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.

Can ASEAN’s Digital Needs Push EdgePoint Past Key Pressures?

Inspace Creation Berhad recently made its debut on Bursa Malaysia’s ACE Market after attracting strong investor interest, positioning itself as a specialist in customised commercial office fit-outs and workplace transformation. As multinational corporations expand their presence in Malaysia and workplace expectations continue to evolve, the company is seeking to grow beyond its current footprint in a highly fragmented industry. But with customer concentration, project-based revenue, and increasing competition all posing challenges, how sustainable is Inspace’s growth strategy, and can its turnkey approach provide a meaningful competitive advantage as it pursues regional expansion?

Inspace Creation Berhad recently made its debut on Bursa Malaysia’s ACE Market after attracting strong investor interest, positioning itself as a specialist in customised commercial office fit-outs and workplace transformation. As multinational corporations expand their presence in Malaysia and workplace expectations continue to evolve, the company is seeking to grow beyond its current footprint in a highly fragmented industry. But with customer concentration, project-based revenue, and increasing competition all posing challenges, how sustainable is Inspace’s growth strategy, and can its turnkey approach provide a meaningful competitive advantage as it pursues regional expansion?

Can Inspace Scale Beyond Its Niche?

As growth in the US market cools down, the battle for pickleball dominance is shifting to Asia, and Selkirk has made Malaysia their Asian HQ.

Mike Barnes, Co-CEO of Selkirk Sport, joins The Breakfast Grille to discuss their $30 million investment, their expansion strategy, and why the pickleball economy will avoid the post-pandemic crash of hardware peers like Peloton.

We dive into how Selkirk uses its unique in-house R&D lab to build a strong patent moat , how they leverage sub-brands to create a customer "ladder" without hurting their premium image , and why a cooling market is actually opening up aggressive opportunities for Selkirk to lead a wave of industry M&A and consolidation.
Finally, Mike shares surprising consumer insights on why Southeast Asian players often view a premium paddle as a prime status symbol rather than a price hurdle.



Photo Credit: Selkirk Sport

As growth in the US market cools down, the battle for pickleball dominance is shifting to Asia, and Selkirk has made Malaysia their Asian HQ.Mike Barnes, Co-CEO of Selkirk Sport, joins The Breakfast Grille to discuss their $30 million investment, their expansion strategy, and why the pickleball economy will avoid the post-pandemic crash of hardware peers like Peloton.We dive into how Selkirk uses its unique in-house R&amp;D lab to build a strong patent moat , how they leverage sub-brands to create a customer "ladder" without hurting their premium image , and why a cooling market is actually opening up aggressive opportunities for Selkirk to lead a wave of industry M&amp;A and consolidation. Finally, Mike shares surprising consumer insights on why Southeast Asian players often view a premium paddle as a prime status symbol rather than a price hurdle.Photo Credit: Selkirk Sport

 Selkirk Sport: $100M Target, Pickleball M&A, & Why Malaysia

Francisco Retondo, General Manager of Sika Malaysia, joins The Breakfast Grille to discuss how the specialty chemical giant has decoupled from a slowing global market.

While global sales flattened and a real estate crash hit operations in China, Southeast Asia emerged as Sika's star performer. Francesco breaks down the mechanics of their extensive local footprint, now spanning six factories, and reveals how they are managing a volatile energy crisis.

We unpack the delicate trade-off between protecting profit margins and passing costs down to increasingly price-sensitive local contractors, the strategy for fending off aggressive Chinese suppliers looking for overseas buyers, and Sika's bold corporate roadmap to double its Malaysian business.

Francisco Retondo, General Manager of Sika Malaysia, joins The Breakfast Grille to discuss how the specialty chemical giant has decoupled from a slowing global market.While global sales flattened and a real estate crash hit operations in China, Southeast Asia emerged as Sika's star performer. Francesco breaks down the mechanics of their extensive local footprint, now spanning six factories, and reveals how they are managing a volatile energy crisis.We unpack the delicate trade-off between protecting profit margins and passing costs down to increasingly price-sensitive local contractors, the strategy for fending off aggressive Chinese suppliers looking for overseas buyers, and Sika's bold corporate roadmap to double its Malaysian business.

Can ASEAN’s Digital Needs Push EdgePoint Past Key Pressures?

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