🇮🇩 Nobody bought anything and $2.8B moved: Telkom carves phase-two fibre into Infranexia — DealStreetAsia · Permalink
Telkom Indonesia values its phase-two wholesale fibre segment at 49.86 trillion rupiah and transfers it to subsidiary Infranexia for 498.58 million new shares. The segment booked $1.3 billion of revenue in 2025.
Positive-sum angle: A separately capitalised fibre vehicle can borrow against its own cash flows, which is how third-party carriers and data-centre tenants reach capacity a state telco's balance sheet never priced for them.
🇲🇾 Land with power already attached is the scarce asset: MRCB hands TECO a 65MW build — TNGlobal · Permalink
Malaysian Resources Corporation supplies land with existing power and handles approvals; Taiwan's TECO Electric supplies modular halls, engineering and operations for a 65MW AI-ready facility under a memorandum signed today.
Positive-sum angle: Modular halls let a property developer sell megawatts instead of square feet, and let mid-sized Malaysian tenants buy compute in slices that hyperscaler-scale contracts have priced them out of.
🇲🇾 Compressor blades and hip implants off the same Johor floor: Hyatech books 220,000 sq ft — TNGlobal · Permalink
AME Elite's Pentagon Land will build Shanghai-listed Hyatech a 220,000 sq ft plant on 6.8 acres at i-TechValley, Iskandar Puteri, for aerospace compressor blades and orthopaedic implant forgings.
🇲🇾 A pilgrimage now comes on a 24-month plan: Ant International's Bettr lands in Malaysia — TNGlobal · Permalink
Bettr, the embedded-finance arm of Singapore's Ant International, will fund Umrah packages over 12 to 24 months inside Muslim Pro, an app with more than 190 million downloads, with Shariah compliance routed through SEDANIA's AS-SIDQ.
Positive-sum angle: Pilgrimage saving has run on informal cooperatives for generations. A licensed instalment product puts that cash flow on the record, and a record is what every later loan is built from.
