UEM Edgenta - A Defensive Play for Your Portfolio?

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.