Resources

Interview with Swati Goyal, Chief Investment Officer at DCI Data Centres

Swati Goyal, Chief Investment Officer at DCI Data Centers, discusses emerging market opportunities in APAC for datacentre development and how DCI is adapting its strategies around investment, partnership and sustainability.

  • Exponential demand and growth, DCI's traction and expansion in new markets - 00:38
  • Examining strategy around the DL Holdings & DCI joint venture - 01:39
  • Criteria for evaluating investment opportunities in new markets - 03:37
  • Integrating sustainability into investment decisions in DCI's portfolio - 05:52
  • Which countries offer new opportunities for growth? - 07:10
  • Risk management strategies to navigate regulation and other complexities - 09:01

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Interview with Stephen Miller, ST Telemedia President and CEO

Stephen Miller, President and CEO at ST Telemedia, discusses how to keep up with datacentre demand and how to adapt investment strategies to emerging technologies and market disruptions.

  • Market shifts driving M&A activity in Asia - 00:26
  • Key criteria for selecting investments; keeping up with datacentre demand - 01:38
  • Investing in emerging technologies or adapting to market turmoil; sustainability as the most significant disruption - 02:33
  • How ST Telemedia consolidated its cloud consulting services - 03:43
  • Risk management strategies to navigate regulation and other complexities in TMT investments - 05:28

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Interview with Benjamin Azada, Converge ICT’s Chief Sustainability Officer and Chief Commercial Officer

Benjamin Azada talks about balancing the company’s growth plans and sustainability goals.

  • Managing dual roles at Converge ICT - 00:36
  • Creating a balance between commercial strategy and sustainability goals; Converge ICT’s datacentres in the Philippines - 01:53
  • Reduced capex; managing resource allocation to drive growth - 03:04
  • Engaging stakeholders on sustainability - 04:42
  • Aligning sustainability goals with growth plans - 07:24
  • Trends in the Southeast Asia datacentre market; how demand for data is increasing - 09:30

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Interview with Kanishka Wickrama, acting CEO and CFO of Link Net

Link Net CEO and CFO discusses opportunities for fibre companies in Indonesia and the rest of Asia.

  • How the Axiata acquisition is impacting Link Net’s strategy - 01:03
  • Rationale to focus on becoming a ServeCo and FibreCo - 01:46
  • Fibre penetration in Indonesia & related growth opportunities - 03:00
  • Avenues for telcos in Asia to monetise their fibre assets - 04:20
  • The challenges for fibre companies in Asia - 05:18

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Interview with Alaister Johnson TMT/IP Partner at Linklaters

Alaister Johnson, TMT/IP counsel at Linklaters, talks about the digital infrastructure dealmaking spree in APAC and trends shaping the TMT deal landscape 

  • Subsectors and markets driving the APAC dealmaking spree - 0:26
  • Impact of the macroeconomic environment on the TMT industry - 03:20
  • Future trends shaping the TMT deal landscape - 06:29
  • Capitalising on the opportunities and navigating future challenges - 08:51 

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Interview with Lars Riegel, Global Head of TMT Private Equity at Arthur D. Little

Arthur D. Little partner Lars Riegel discusses Digital Infrastructure investment trends in APAC 

  • Digital infrastructure M&A trends and most active markets - 0:34
  • Pre-deal and post-deal value creation strategies for major TMT sector investors - 01:54
  • Identify M&A opportunities with clients - 03:33
  • How do market dynamics and investment strategies differ between regions - 05:04
  • The most promising areas for investment and growth in APAC TMT - 06:53 

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Interview with American Tower’s Sanjay Goel, Executive Vice President and President, Asia Pacific

American Tower's Sanjay Goel elborates on the next wave of growth for towercos in APAC

  • The outlook for towercos as the industry moves into next-generation networks - 0:11
  • The demand drivers for the next wave of digitalisation - 01:42
  • The new frontiers for towercos - 03:49
  • The benefits of shared infrastructure - 05:11 

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Interview with Gayan Koralage, Director, Group Strategy & Malaysia Business, EDOTCO

  • EDOTCO's performance through 23/24 & focus for the upcoming year- 0:30
  • EDOTCO's geographic focus post-Myanmar exit - 2:47
  • The Malaysian market, post-Covid growth, opportunities & challenges - 4:19
  • Customer engagement strategies - 7:38
  • Street infrastructure, field operations & small cells, the next 12 months - 8:58 

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Arnstein Sletmoe, Telenor Interview with Altman Solon Partner Dr. Ben Happel

  • Key deal drivers in APAC TMT in 2024- 0:27
  • Network sharing and RAN netco joint ventures in Singapore, Hong Kong and Australia - 2:33
  • Fibre carveouts - what are the main drivers? - 4:56
  • How datacentre investment themes are evolving - 6:58
  • Tower deals volumes in 2023/2024 - 10:07 
  • Evolving investor dynamics in APAC digital infra - 12:23
  • Key regional challenges for dealmaking in APAC - 13:51

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Arnstein Sletmoe, Telenor Telenor: Unlocking telco growth opportunities

  • Synergies behind Telenor’s mergers in Malaysia and Thailand
  • Telenor’s strategy following two major mergers
  • The potential of a Telenor Asia IPO 
  • Unlocking telco growth prospects and creating value

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Niranjan Arasaratnam, LinklatersLinklaters: Assessing APAC TMT regulatory challenges

  • APAC TMT regulatory challenges & merger scrutiny
  • Outlook for APAC tower dealmaking following the Spark New Zealand deal
  • Bridging the current connectivity gap in underserved regions
  • What’s been driving APAC’s record dealmaking spree in fintech?
  • The impact on APAC fundraisings following the collapse of SVB and Credit Suisse
     

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Dominic Arena - TelstraTelstra: Telstra's journey to becoming a 'TechCo'

  • Overview of Telstra’s product portfolio and areas of growth
  • Emerging portfolio areas
  • Recent acquisitions
  • The journey from a Telco to a TechCo
  • Growth prospects for Telstra International

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Puja Goyal, CapitelCapitel: Growth drivers in APAC's TowerCo sector

  • Standout TMT transactions in 2022 and H1 2023 
  • Growth opportunities APAC’s tower industry
  • The datacentre investor landscape in APAC and areas for growth
  • The development of the fibre industry in APAC
  • Geographies with the most opportunities

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Christopher Low

Macquarie Asset Management: Outlook for the in-building and DAS space in Asia 

  • Macquarie’s investment thesis in Asia and globally 
  • Assessing the Bersama Digital deal and future growth potential 
  • Outlook for the in-building and DAS space in Asia 
  • Opportunities for fibre investors in Asia

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Coming soon, interviews with:

  • Wilson Chung, DigitalBridge
  • Rangu Salgame, Princeton Digital Group

Find out more M&A insight in America by clicking here.

If you would like to be interviewed at the next TMT M&A Forum APAC, please contact us at events@tmtfinance.com