UEM Edgenta is one of Malaysia's largest total asset solutions businesses involved in road maintenance and healthcare support amongst other services. Despite the company being seen as a defensive play by some, the company’s stock has been on a downward trend for the last year, down around 43% over the last 12 months and it swung into a loss for the first half of this year with revenue down 15% on-year. With new leadership at the helm and a challenging outlook ahead, Roshan Kanesan speaks with UEM Edgenta's new MD and CEO on the path forward, margin compression, expansion plans, and more.

UEM Edgenta is one of Malaysia's largest total asset solutions businesses involved in road maintenance and healthcare support amongst other services. Despite the company being seen as a defensive play by some, the company&rsquo;s stock has been on a downward trend for the last year, down around 43% over the last 12 months and it swung into a loss for the first half of this year with revenue down 15% on-year.&nbsp;With new leadership at the helm and a challenging outlook ahead, Roshan Kanesan speaks with UEM Edgenta's new MD and CEO on the path forward, margin compression, expansion plans, and more.

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UEM Edgenta - A Defensive Play for Your Portfolio?

IKEA has been part of the Malaysian retail landscape for 30 years and as consumers become more cost-conscious and e-commerce reshapes retail, it is evolving beyond its traditional megastore model. Malcolm Pruys, Country Retail Director of IKEA Malaysia discusses affordability, omnichannel retail and expansion for the IKEA experience in Malaysia.

IKEA has been part of the Malaysian retail landscape for 30 years and as consumers become more cost-conscious and e-commerce reshapes retail, it is evolving beyond its traditional megastore model. Malcolm Pruys, Country Retail Director of IKEA Malaysia discusses affordability, omnichannel retail and expansion for the IKEA experience in Malaysia.

IKEA: Balancing Affordability, Sustainability & Growth

UCSI University, which in 2024 found itself at its highest position in the QS World University Rankings since its inception, slipped slightly in the 2025 list. Datuk Dr Siti Hamisah Tapsir, the university's Vice-Chancellor, discusses whether UCSI University can sustain its position as competition intensifies and weighing in on Malaysia’s higher education system.

UCSI University, which in 2024 found itself at its highest position in the QS World University Rankings since its inception, slipped slightly in the 2025 list. Datuk Dr Siti Hamisah Tapsir, the university's Vice-Chancellor, discusses whether UCSI University can sustain its position as competition intensifies and weighing in on Malaysia’s higher education system.

UCSI University: Competition in the Higher Education Space

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.

UEM Edgenta - A Defensive Play for Your Portfolio?

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