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  • Page | 1

    Table of Contents Highlights and Overview of the CIMB Annual Asia Pacific Conference 2

    Programme 3

    Keynote Speaker: Mr Takumi Shibata 6

    Plenary Speakers 6

    Track Speakers 13

    Guest Speakers 15

    Corporate Participants 18

    Conference Floor Plan 29

  • Page | 2

    Highlights and Overview of the CIMB Annual Asia Pacific Conference 2013

    This is the first CIMB Asia Pacific focused investor conference in Malaysia following our acquisition of the RBS Asia Pacific Investment Banking platform. This year's conference will build on the success of our CIMB ASEAN Conference in 2012 which was attended by over 400 investment professionals from across the region. We are pleased to have McKinsey & Company as the knowledge partner for this event.

    The CIMB Asia Pacific Conference will feature a plenary session which will discuss Asia Pacifics ascension to the global stage and a separate dialogue on Asia Pacifics economic outlook, which will be led by a panel of the regions corporate leaders.

    Themed The Asian Century - Redefining Leadership, the conference will focus on leadership visions and strategies as countries and business leaders seek to enhance growth, adaptability and stability in a globalising and rapidly changing landscape. It is especially pertinent for us in Asia as it is expected that by the middle of this century, Asia will account for more than half of the world's output, trade and investments.

    DATE 19 20 June 2013

    VENUE Mandarin Oriental, Kuala Lumpur

    CONFERENCE THEME

    The Asian Century: Redefining Leadership

    PROGRAMME Corporate presentations, plenary sessions and keynote speech presented by special guest speakers. Concurrently, one-on-one and small group meetings with institutional investors

    COMPANIES A selection of leading companies from Asia Pacific

    DELEGATES Domestic and foreign institutional investors

  • Page | 3

    Day 1: Wednesday, 19 June 2013

    7.45 am

    REGISTRATION

    Conference Delegates, Corporate Presenters & Guest Speakers Grand Ballroom, Level One

    9.00 am

    OPENING REMARKS

    Dato Sri Nazir Razak, Group Chief Executive, CIMB Group

    Emerald Ballroom, Level One

    9.15 am

    KEYNOTE ADDRESS

    Mr Takumi Shibata, Former Group COO, Nomura Holdings and Chairman Designate, Nikko Asset Management

    Emerald Ballroom, Level One

    10.00 am PLENARY SESSION 1

    Corporate Leadership Building A Leading Asian Enterprise This session will discuss the challenges and opportunities for Asian enterprises to succeed in the region and globally, in terms of strategic positioning, capital & resources, organisation & culture, and leadership skills.

    Panellists Mr Takumi Shibata, Former Group COO, Nomura Holdings and Chairman Designate, Nikko Asset Management Mr Alan Rosling OBE, Co-Founder and Chairman, Kiran Energy and Former Executive Director, Tata Sons Ltd Mr Lim Ho Kee, Chairman, Singapore Post Limited Y Bhg Datuk Tong Kooi Ong, Executive Chairman, The Edge Communications Sdn Bhd

    Moderator: Mr Adil Zainulbhai, Chairman, McKinsey & Company, India

    Emerald Ballroom, Level One

    11.30 am

    PLENARY SESSION 2

    Political Leadership The Role of Asian Governments This session will deliberate Asias evolving political landscape, explore further the diversity of Asian governments and discuss its effects on policy making and business in the region.

    Panellists Yg Bhg Tan Sri Dato Michael Yeoh, Chief Executive Officer, Asian Strategy and Leadership Institute (ASLI) Mr Simon Tay, Chairman, Singapore Institute of International Affairs Mr Karim Raslan, Founder, Managing Director and Chief Executive Officer, KRA Group Dr Vinod K. Jose, Executive Editor, The Caravan

    Moderator: Y Bhg Dato Sri Nazir Razak, Group Chief Executive, CIMB Group

    Emerald Ballroom, Level One

    12.45 pm

    NETWORKING LUNCH

    Sapphire Ballroom, Level One

    2.00 pm

    TELECOMMUNICATION: COMPETITIVE LANDSCAPE IN THE DOMESTIC AND ASEAN MARKETS

    Panellists Mr Tan Tong Hai Chief Executive Officer, Starhub Ltd Mr Nasution Mohamed, Joint Chief Operating Officer, Maxis Bhd Mr Azwan Khan, Chief Operating Officer, Dialog Axiata Plc

    Moderator: Mr Kelvin Goh, Senior Vice President, Equities Research, CIMB

    Emerald Ballroom, Level One

    3.00 pm

    PROPERTY OUTLOOK, CHALLENGES AND TRENDS IN ASIA PACIFIC LANDSCAPE

    Panellists Mr Azhar Othman, Chief Financial Officer, UEM Land Holdings Bhd Mr Tulus Santoso, Director & Corporate Secretary, PT Ciputra Development Tbk Dr Wang Ben, Deputy Chief Financial Officer, Country Garden Holdings Co Ltd

    Moderator: Mr Faezali Jumabhoy, Director, CCS REF, CIMB

    Emerald Ballroom, Level One

    Programme

  • Page | 4

    Day 1: Wednesday, 19 June 2013

    LARGE GROUP PRESENTATIONS

    PEARL

    Diamond Ballroom, Ground Floor

    OPAL

    Diamond Ballroom, Ground Floor

    2.00 pm PETRONAS DAGANGAN BHD

    3.00 pm PERISAI PETROLEUM TEKNOLOGI BHD

    IMPLEMENTATION OF BASEL III IN ASIA

    Y Bhg Tan Sri Andrew Sheng President, Fung Global Institute

    Moderator: Mr Trevor Kalcic, Head of Asia Financials, CIMB

    Day 2: Thursday, 20 June 2013

    7.45 am REGISTRATION

    Conference Delegates, Corporate Presenters & Guest Speakers Grand Ballroom, Level One

    LARGE GROUP PRESENTATIONS

    PEARL

    Diamond Ballroom, Ground Floor

    OPAL

    Diamond Ballroom, Ground Floor

    9.00 am ABENOMICS INTENDED & UNINTENDED

    CONSEQUENCES FOR ASEAN

    Mr Paulius Kuncinas Regional Editor, Asia, Oxford Business Group

    ASEAN FOREIGN EXCHANGE AND INTEREST

    RATE OUTLOOK

    Mr Suresh Kumar Ramanathan Interest Rate and Foreign Exchange Strategist, CIMB

    10.00 am TOP GLOVE CORP BHD ASEAN FIXED INCOME MARKET OUTLOOK

    Mr Nik Ahmad Mukharriz Nik Muhammad Regional Fixed Income Research, CIMB

    11.00 am BEARISH SENTIMENT IN COMMODITY

    MARKETS OVERDONE

    Mr Daniel Hynes Head of Commodity Strategy, CIMB

    12.00 noon PHILIPPINE ECONOMIC & EQUITY MARKET

    OUTLOOK

    Mr Edser Trinidad Head of Research, SB Equities

    1.00 pm

    NETWORKING LUNCH

    Sapphire Ballroom, Level One

    2.00 pm CIMB QUANT: INNOVATIONS IN STOCK

    SELECTION

    Mr Eben van Wyk Head of Quantitative Research, CIMB

    3.00 pm LAUNCH OF CARI REPORT - THE ASEAN

    ECONOMIC COMMUNITY: THE STATUS OF

    IMPLEMENTATION, CHALLENGES AND

    BOTTLENECKS

    Professor Jorn Dosch Acting Head of School, Monash University Malaysia

    CHINAS SHADOW BANKING HOW SERIOUS

    IS IT?

    Mr Trevor Kalcic Head of Asia Financials, CIMB

    4.00 pm AIRASIA BHD

  • Page | 5

    Keynote Speaker Mr Takumi Shibata Former Group Chief Operating Officer, Nomura Holdings Chairman Designate, Nikko Asset Management Plenary 1 Corporate Leadership Building A Leading Asian Enterprise This session will discuss the challenges and opportunities for Asian enterprises to succeed in the region and globally, in terms of strategic positioning, capital & resources, organisation & culture, and leadership skills.

    Mr Takumi Shibata Former Group Chief Operating Officer, Nomura Holdings Chairman Designate, Nikko Asset Management

    Takumi Shibata will become Chairman of Nikko Asset Management Co., Ltd, upon confirmation by the company's AGM, effective July 1st 2013. Prior to his new role, he was Group COO and Chairman and CEO of Nomuras Wholesale Division. Mr. Shibata ran Nomuras European business from London in 1997 to 2002, global investment banking operations from Tokyo in 2002 to 2003, global wholesale business from Tokyo in 2003 to 2004, global support functions from Tokyo in 2004 to 2005 and asset management business from Tokyo 2005 to 2008.

    In his 36 years with Nomura, he has spent 17 years in Tokyo, 12 years in London, 3 years in Hong Kong and 2

    years each in Boston and Kobe, highlighting a uniquely international career for a Japanese financial service

    executive.

    He sat on the Japanese Governments Business Accounting Council from 2004 to 2013 where he held various positions such as Vice Chairman of the Japan Securities Investment Advisers Association and Chairman of the

    Self-regulatory Planning Committee of the Japan Securities Dealers Association. In 1994 to 1995, he was a Board

    Member of the International Primary Market Association (London), and sometime in 2001 to 2002 a Board Member

    of the Securities Institute (London).

    He was a non-executive director of Fortress Investment Group LLC in 2007 to 2013. He sat on the boards of a few

    other companies, including Newcourt Credit Group of Canada in 1998 to 1999 and CIR Group of Italy in early

    1990's.

    Mr. Shibata holds a BA in economics from Keio University and an MBA from Harvard Business School.

  • Page | 6

    Mr Alan Rosling OBE Co-Founder and Chairman, Kiran Energy Former Executive Director, Tata Sons Ltd

    Alan Rosling is co-founder and Chairman of Kiran Energy, one of Indias leading independent solar power

    producers. Kiran Energy has 80 MW of solar PV operating in Gujarat and Rajasthan and is implementing new

    projects in a number of states including Maharashtra, Karnataka and Tamil Nadu. The company is backed by a

    consortium of Private Equity investors.

    He also chairs Griffin Growth Partners, a consulting business focused on assisting international companies with

    India and regional strategy.

    He is a Non-Executive Director of Coats Plc.

    Alan was an Executive Director of Tata Sons Limited for five years from 2004 and was the Director responsible for

    internationalising the Tata Group. From 1998 to 2003, he was Chairman of the Jardine Matheson Group in India.

    In his earlier career, Alan served as Special Advisor to British Prime Minister John Major in the Policy Unit at No.10

    Downing Street. The British government honoured him with an OBE in 1994. He has also been Strategy Director at

    United Distillers and Chief Executive Officer of Piersons, a division of Courtaulds Textiles. He started his career as

    an investment banker with S.G. Warburg.

    Alan was educated at Cambridge University and the Harvard Business School from which he graduated as a Baker

    Scholar.

  • Page | 7

    Mr Lim Ho Kee Chairman, Singapore Post Limited

    Lim Ho Kee was appointed as a Director of Singapore Post Ltd in April 1998 and subsequently as Chairman of the

    Board of Directors in March 2003. Mr Lim was last re-elected in 2012. He is also Chairman of the Executive and

    Compensation Committees. Mr Lim is currently a Director of Jardine Cycle & Carriage Limited and Keppel Land

    Limited.

    With more than 35 years of experience in both the public and private sectors, Mr Lims past portfolio includes

    directorships in Singapore Telecommunications Limited (SingTel), Keppel TatLee Bank Limited and K1 Ventures

    Ltd.

    Mr Lim had a career spanning 15 years with UBS A.G. Switzerland from 1984 to 1999. He was the Chief Executive

    Officer of UBS East Asia from 1991 to 1993, Executive Vice President of the UBS Group from 1993 to 1996 and

    Chairman of UBS East Asia from 1997 to 1999.

    Before his appointment at UBS A.G. Switzerland, Mr Lim was General Manager of Treasury at Overseas Union

    Bank from 1982 to 1983 and was Deputy Managing Director (Operations) of the Monetary Authority of Singapore

    (on secondment from Overseas Union Bank) from 1981 to 1982. Prior to joining Overseas Union Bank, Mr Lim

    spent 7 years with JP Morgan from 1975 to 1981, holding the positions of Managing Director of Morgan Guaranty

    Pacific and Head of Treasury of JP Morgan Singapore.

    Mr Lim was conferred the Medal of Commendation Award at Singapores NTUC 2009 May Day awards for being a

    friend of labour, an important advocate for the workers and promoting continued employment beyond retirement. In

    December 2012, Mr Lim was inducted into the Supply Chain Asias Hall of Fame.

    Mr Lim obtained his Bachelor of Science degree in Economics from the London School of Economics, UK, in 1968.

  • Page | 8

    Y Bhg Datuk Tong Kooi Ong Executive Chairman, The Edge Communications Sdn Bhd

    Y Bhg Datuk Tong Kooi Ong was appointed to the Board of Sunrise on 5 December 2003. Prior to the re-designation as the Executive Chairman of Sunrise on 4 May 2005, he was the Non-Executive Chairman of Sunrise. He held the position of Non-Executive Deputy Chairman prior to taking up the position as Non-Executive Chairman of Sunrise. Currently, he is also the Chairman of the Executive Committee, Employees Share Option Scheme Committee, Nomination Committee and Risk Management Committee of Sunrise. He is a businessman with interests in property development, media, technology and other investments. He was the founder of the PhileoAllied Group, a leading financial services company in Malaysia during the 1990s. He is also the Executive Deputy Chairman of Nexnews Berhad, a media group with publications such as The Edge, Malaysias leading business and investment weekly, and The Sun, the second leading English daily by circulation. He is a graduate of Simon Fraser University, Canada with a Bachelor of Arts in Business Administration and a Master of Arts in Economics and Finance. In October 2002, he obtained his Doctor of Laws (Honoris Causa) from Simon Fraser University.

  • Page | 9

    Plenary 2 Political Leadership The Role of Asian Governments This session will deliberate Asias evolving political landscape, explore further the diversity of Asian governments and discuss its effects on policy making and business in the region.

    Tan Sri Dato Dr. Michael O.K. Yeoh Co-Founder & CEO Asian Strategy & Leadership Institute (ASLI)

    Tan Sri Dato Dr. Michael O.K. Yeoh is Co-Founder & CEO of the Asian Strategy & Leadership Institute (ASLI),

    Malaysias leading independent think tank and foremost conference organiser that brings together senior

    government, business and thought leaders in interactive, high-level discussions. ASLIs Centre for Public Policy

    Studies was recently ranked in a Global Survey of Think Tanks as the No. 16 think tank in Asia. He is also Joint

    Secretary-General of the Malaysia-China Business Council, the ASEAN Business Forum and the Corporate

    Malaysia Roundtable. In February 2012, he was appointed by the Prime Minister to be a Member of the Advisory

    Board of the Malaysian Anti-Corruption Commission (MACC) and in April 2011 was appointed a Member of the

    Malaysian Competition Commission

    He was appointed by the Prime Minister as Malaysias Representative (with Ambassadorial status) on the ASEAN

    High Level Task Force set up by the ASEAN Heads of States and Governments which developed the ASEAN

    Connectivity Master Plan focusing on ICT, Education, Human Capital Development, Transport, Power and Energy,

    adopted at the 17th ASEAN Summit.

    Tan Sri Yeohs 30-year management career spans over 10 years of experience in the financial sector where he

    was Principal Adviser of Southern Bank and a Director of SB Venture Capital Corporation, SBB Capital Markets

    Sdn Bhd and SBB Asset Management Company. He has served on the Board of Directors of Star newspaper, the

    National Heart Institute (IJN) and Sunway University College.

    Contributing his time to National Service, he served on the First and Second National Economic Consultative

    Council. He was appointed by the Prime Minister to the National Unity Advisory Panel and the Royal Commission

    on Police. He was a Commissioner on Malaysias Human Rights Commission (SUHAKAM) and served as

    Chairman of its Economic, Cultural and Social Rights Working Group. He was Co-Founder of the Association for

    Promotion of Human Rights (PROHAM) and served as its first Secretary General.

    He graduated in Economics & Accounting from Monash University and did his practical accounting training with

    PricewaterhouseCoopers in Melbourne. He has attended the Aresty Institute of Wharton School in USA, the

    Melbourne Business School and UCLAs Graduate School of Management. He was conferred the Doctorate of

    Laws Honoris Causa by Britainss University of Nottingham. He is Vice-President of Malaysian Institute of Directors,

    Member of the Institute of Directors, UK, Fellow of the Malaysian Institute of Management and a Member of the

    International Institute of Strategic Studies (IISS) London.

    .

  • Page | 10

    Mr Simon Tay Chairman Singapore Institute of International Affairs

    Simon SC Tay is a public intellectual as well as private advisor to major corporations and policy-makers.

    He is Chairman of the Singapore Institute of International Affairs, the countrys oldest think tank and founding member of the ASEAN network of think tanks. An independent, civic institution, the SIIA has been consistently

    ranked among the regions leading think tanks and was ranked first in ASEAN in a 2013 international survey. He is concurrently Associate Professor, teaching international law at the National University of Singapore, whose law

    school is rated in the top 10 globally.

    His book, Asia Alone: the Dangerous Post Crisis Divide from America (Wiley 2009) was well reviewed in the

    Economist, Financial Times and regional media. His commentaries feature regularly in newspapers including

    Today (Singapore), South China Morning Post (Hong Kong), Jakarta Post (Indonesia), The Nation (Thailand), the

    Japan Times and China Daily, and he has featured on television with BBC, CNN, Bloomberg, CNB, Channel News

    Asia, NHK Japan and CCTV.

    Simon is also Senior Consultant at WongPartnership, a leading Asian law firm that practises across the region, with

    offices in Singapore, China and the Middle East. He serves on Toyota Corporations Global Advisory Board and as board member for two major Singaporean corporations, Hyflux Ltd, a billion-dollar water treatment company and

    the Far East Organization Group, Singapores largest privately-held property developer. He was previously corporate advisor to Temasek Holdings, the governments investment firm. He has spoken at leading business conferences including the World Economic Forum, APEC CEO Summits and SIBOS, and briefed leading banks

    and major corporate boards.

    From 1992 to 2008, he served in public positions for Singapore, including Chairman of the National Environment

    Agency, a major agency with over 3,000 civil servants and reporting to the Minister, an independent Member of

    Parliament, and coordinating the Singapore Volunteers Overseas, the countrys equivalent of the American Peace Corps. He received a National Day Award in 2006 and continues to serve Singapore in a number of roles including

    as an Expert and Eminent Person in the ASEAN Regional Forum, a member of the governments Climate Change Network and the countrys representative to a Vision Group on ties between East Asia and Latin America, and on the Asia Pacific Water Forum. He has taught as a visiting professor at Yale University, the Fletcher School and

    Harvard Law School.

    He is a prize-winning author of stories and poems. In 2010, his novel City of Small Blessings was awarded the

    Singapore Literature Prize. He graduated in law from the National University of Singapore (1986), where he was

    president of the student union for three terms, and also from Harvard Law School (1993), where he won the Laylin

    prize for the best thesis in international law.

  • Page | 11

    Mr Karim Raslan Founder, Managing Director and Chief Executive Officer KRA Group

    Karim Raslan is the CEO of KRA Group. He is a public affairs expert, with more than fifteen years of experience in stakeholder management and socio-political risks analysis specialising in Southeast Asia. The Cambridge-trained lawyer, columnist and writer has developed a deep understanding of business and politics across Southeast Asia, especially Malaysia, Indonesia, Singapore, Thailand and the Philippines. His weekly syndicated column Ceritalah, which discusses socio-political and current issues developments in the region, is currently published in three languages English, Mandarin and Malay in The Star, Sin Chew Daily and Sinar Harian, respectively (all in Malaysia). His column is also published in the Jakarta Globe, Jawa Pos, Kontan (Indonesia) and Today (Singapore) newspapers. Karim regularly appears as a commentator on Southeast Asia issues on news stations like CNBC, Al Jazeera and Bloomberg. He is the author of four books, Ceritalah: Malaysia in Transition, Heroes and Other Stories, Ceritalah 2: Journeys Through Southeast Asia and Ceritalah 3: Malaysia the Dream Deferred. He recently launched his first Bahasa Indonesia-language book, Ceritalah Indonesia. From 2010 to 2011, he served as the World Economic Forums Global Agenda Council chairman for Southeast Asia, a council which aims to discuss and recommend solutions to the pressing issues affecting the region. Currently, he is a member of the board of trustees for the International Crisis Group (ICG).

  • Page | 12

    Dr Vinod K. Jose Executive Editor The Caravan

    Vinod K. Jose is the Executive Editor of The Caravan and an award-winning journalist. He has worked as a producer from South Asia for public radio stations in the US and Europe. Jose has an MA in Journalism from Columbia Journalism School, where he was a Bollinger Presidential Fellow. He also has graduate degrees in Communication and English, and a PhD in Sociology.

  • Page | 13

    Track Presentation Telecommunication - Competitive Landscape in The Domestic and ASEAN Markets

    Mr Tan Tong Hai Chief Executive Officer Starhub Ltd

    Mr Nasution Mohamed Joint Chief Operating Officer Maxis Bhd

    Mr Azwan Khan Osman Khan Group Chief Strategy Officer Dialog Axiata PLC

  • Page | 14

    Property Outlook, Challenges and Trends in Asia Pacific Landscape

    Mr Azhar Othman Chief Financial Officer UEM Land Holdings Bhd

    Mr Tulus Santoso Brotosiswojo Director PT Ciputra Development Tbk

    Dr Wang Ben Deputy Chief Financial Officer

    Country Garden Holdings Co Ltd

  • Page | 15

    Implementation of Basel III in Asia

    Tan Sri Tan Sri Andrew Sheng President, Fung Global Institute

    Andrew Sheng is well known in global financial circles as a former central banker and financial regulator in Asia and a commentator on global finance. As the Institutes President, Andrew is responsible for its operations and, with the support and advice of the Academic Council, for driving its research agenda and thought leadership. He is also the Chief Adviser to the China Banking Regulatory Commission and a Board Member of Khazanah Nasional Berhad, Malaysia. In addition, he serves as a member of the International Advisory Council of the China Investment Corporation, the China Development Bank, the Advisory Council on Shanghai as an International Financial Centre and the International Council of the Freie University, Berlin. He is also an Adjunct Professor at the Graduate School of Economics and Management, Tsinghua University, Beijing and the University of Malaya, Kuala Lumpur. In 2009, he became the Pro-Chancellor of Universiti Tun Abdul Razak. Andrew served as Chairman of the Securities and Futures Commission of Hong Kong from 1998 to 2005, having previously been a central banker with the Hong Kong Monetary Authority and Bank Negara Malaysia. He also worked with the World Bank from 1989 to 1993. From 2003 to 2005, he chaired the Technical Committee of the International Organisation of Securities Commissions (IOSCO).

    Abenomics Intended & Uninteded Consequences for ASEAN

    Mr Paulius Kuncinas Regional Editor, Asia Oxford Business Group

    Paulius Kuncinas is the regional Editor, Asia Oxford Business Group (OBG), in charge of OBGs editorial coverage in Malaysia, Indonesia, Thailand, the Philippines, Myanmar, Mongolia, Papua New Guinea, Brunei Darussalam and Turkey.

    Paulius is a frequent commentator and speaker at regional conferences on issues of national development plans, global competitiveness, foreign direct investment (FDI) and macroeconomic risks. His main focus over the past 18 months has been on the impact of regionalisation in Southeast Asia and the ASEAN 2015 agenda for the banking, telecoms, energy and mining sectors.

  • Page | 16

    Launch of CARI REPORT The ASEAN Economic Community: The Status of Implementation, Challenges and Bottlenecks Professor Jorn Dosch Acting Head of School School of Arts and Social Sciences Monash University Malaysia Senior Fellow of CARI Prof Dr Jrn Dosch is Professor of International Relations and Acting Head of the School of Arts and Social Sciences at Monash University, Sunway Campus, Malaysia. He previously held the chair of Asia Pacific Studies at the University of Leeds where he was also Head of the Department of East Asian Studies, one of the largest university departments of its kind in Europe. He began his academic career in the early 1990s as a Lecturer in Political Science and International Relations at the University of Mainz, Germany, before moving to Stanford University as a Fulbright Scholar later in the same decade. He has also held visiting fellowships at several Universities and research institutes, including the East West Center in Honolulu, UNPAR in Bandung, Prince of Songkla University in Thailand, the Institute of Southeast Asian Studies (ISEAS) in Singapore, De La Salle University in Manila and the Centre for Strategic and International Studies (CSIS) in Jakarta. Prof. Dosch has been working on international relations in Southeast Asia and the wider Asia Pacific region for more than 20 year and published several dozen books and articles on ASEAN-related issues. He has also worked as an evaluator and consultant on ASEAN matters for the European Union, the German Federal Ministries of Economic Cooperation and Development and Foreign Affairs respectively, UNDP, and several other organisations. He has been team leader or deputy team leader of ten missions to the ASEAN Secretariat and ASEAN Member states since 2008.

    Philippine Economic & Equity Market Outlook Edser Trinidad Vice President and Head of Research, SB Equities Edser Trinidad has more than 16 years experience in covering the Philippine equity market. Prior to joining SB Equities, Edser has been with Philippine Equity Partners where he covered the telco and utilities sector. He has also worked with several major equities house which includes Credit Suisse, CLSA and BNP Paribas. He holds a degree of Bachelor of Science in Commerce major in Accounting from De La Salle University.

  • Page | 17

    Bearish Sentiment in Commodity Markets Overdone Daniel Hynes Head of Commodity Strategy, CIMB Daniel joined CIMB from Citi where he was the Global Head of Bulk Commodity analysis since late 2010. Prior sell-side experience included the commodity strategist role at Merrill Lynch in London & Sydney, where Daniel was responsible for the banks research on metal markets. Importantly, Daniel not only brings great technical capability and experience to the supply demand modelling required across the metals suite, but also has significant trading experience in the commodity arena also, having developed strategic trading ideas for the Citi iron ore and steel trading desk,Merrill Lynch prop desk and the Apollo Metals Fund. Daniel is a mining engineer by trade and began his career at BFP consultants before working at WMC Resources and AME Mineral Economics, then moving into investment banking.

    CIMB Quant: Innovations in Stock Selection Eben van Wyk Head of Quantitative Research, CIMB Eben is head of quantitative research for RBS Equities (Australia). He provides new ideas to quant clients for stock selection, portfolio construction and risk management. Before joining RBS (then ABN AMRO) in 2008, Eben spent three years in systematic proprietary trading (European and Asian markets) in London and Sydney. Prior to this, he spent eight years in active equity quant research on the buy side, including four years as an analyst at BGI in London, where he developed the investment models for a new statistical arbitrage hedge fund. Eben holds a Bachelor of Commerce (Actuarial) from Stellenbosch University, a Master of Finance from Birkbeck College, University of London, and is qualified as a CFA.

    Chinas Shadow Banking How Serious Is It Trevor Kalcic Head of Asia Financials, CIMB Trevor is head of regional banks equity research at CIMB Hong Kong. Before moving to Asia in 2007, Trevor covered European banks and insurance companies for RBS (then ABN AMRO) in Amsterdam. Prior to becoming an analyst, he worked in various roles in government and consulting in Asia and Europe. He has two degrees in economics and is a CFA charterholder.

    ASEAN Foreign Exchange and Interest Rate Outlook Suresh Kumar Ramanathan Interest Rate and Foreign Exchange Strategist, CIMB

    ASEAN Fixed Income Market Outlook Nik Ahmad Mukharriz Nik Muhammad Regional Fixed Income Research, CIMB

  • Page | 18

    Corporate Participants

    Company Ticker Country Sector& Industry

    Amcor Ltd AMC AU Australia Industrial (Packaging & Containers)

    AMP Ltd AMP AU Australia Financial (Insurance)

    Iluka Resources Ltd ILU AU Australia Basic Materials (Mining)

    Karoon Gas Australia Ltd KAR AU Australia Energy (Oil & Gas)

    Oil Search Ltd OSH AU Australia Energy (Oil & Gas)

    Ramsay Health Care Ltd RHC AU Australia Consumer (Healthcare-Services)

    Roc Oil Co Ltd ROC AU Australia Energy (Oil & Gas)

    NagaCorp Ltd 3918 HK Cambodia Consumer (Lodging)

    Galaxy Entertainment Group Ltd 27 HK Hong Kong Consumer (Lodging)

    Giordano International Ltd 709 HK Hong Kong Consumer (Retail)

    NWS Holdings Ltd 659 HK Hong Kong Diversified (Holding Companies-Divers)

    Shui On Land Ltd 272 HK Hong Kong Financial (Real Estate)

    Tingyi Cayman Islands Holding Corp 322 HK Hong Kong Consumer (Food)

    PT Adaro Energy Tbk ADRO IJ Indonesia Energy (Coal)

    PT Ciputra Development Tbk CTRA IJ Indonesia Financial (Real Estate)

    PT Lippo Karawaci Tbk LPKR IJ Indonesia Financial (Real Estate)

    PT Kalbe FarmaTbk KLBF IJ Indonesia Consumer (Pharmaceuticals)

    PT Vale Indonesia Tbk INCO IJ Indonesia Basic Materials (Mining)

    AirAsia Bhd AIRA MK Malaysia Consumer (Airlines)

    Axiata Group Bhd AXIATA MK Malaysia Communications (Telecommunications)

    Bumi Armada Bhd BAB MK Malaysia Energy (Oil & Gas Services)

    CIMB Group Holdings Bhd CIMB MK Malaysia Financial (Banks)

    Gamuda Bhd GAM MK Malaysia Industrial (Engineering & Construction)

    IOI Corp Bhd IOI MK Malaysia Consumer (Agriculture)

    Mah Sing Group Bhd MSGB MK Malaysia Financial (Real Estate)

    My EG Services Bhd MYEG MK Malaysia Communications (Internet)

    Perisai Petroleum Teknologi Bhd PPT MK Malaysia Energy (Oil & Gas Services)

    Petronas Dagangan Bhd PETD MK Malaysia Energy (Oil & Gas)

    Public Bank Bhd PBK MK Malaysia Financial (Banks)

    SapuraKencana Petroleum Bhd SAKP MK Malaysia Energy (Oil & a Services Services)

    Sime Darby Bhd SIME MK Malaysia Diversified (Holding Companies-Divers)

    Top Glove Corp Bhd TOPG MK Malaysia Industrial (Misc Manufacturing)

    UEM Land Holdings Bhd ULHB MK Malaysia Financial (Real Estate)

    UMW Holdings Bhd UMWH MK Malaysia Consumer (Auto Manufacturers)

    Nickel Asia Corp NIKL PM Philippine Basic Materials (Mining)

    Philippine Business Bank PBB PM Philippine Financial (Banks)

    Philippine Long Distance Telephone Company TEL PM Philippine Communications (Telecommunications)

    San Miguel Corp SMC PM Philippine Diversified (Holding Companies-Divers)

    Security Bank SECB PM Philippine Financial (Banks)

    China Minzhong Food Corp Ltd MINZ SP Singapore Consumer (Food)

    Del Monte Pacific Ltd DELM SP Singapore Consumer (Food)

    * Companies listed by Country

  • Page | 19

    Corporate Participants

    Company Ticker Country Sector& Industry

    Jaya Holdings Ltd JAYA SP Singapore Industrial (Shipbuilding)

    Keppel Land Ltd KPLD SP Singapore Financial (Real Estate)

    Neptune Orient Lines Ltd NOL SP Singapore Industrial (Transportation)

    OSIM International Ltd OSIM SP Singapore Consumer (Household Products)

    Religare Health Trust RHT SP Singapore Financial (Diversified Financial Services)

    Silverlake Axis Ltd SILV SP Singapore Technology (Software)

    Singapore Exchange Ltd SGX SP Singapore Financial (Diversified Financial Services)

    Starhub Ltd STH SP Singapore Communications (Telecommunications)

    Wilmar International Ltd WIL SP Singapore Consumer (Food)

    LG Chem Ltd 051910 KS South Korea Basic Materials (Chemicals)

    Mando Corp 060980 KS South Korea Consumer (Auto Parts & Equipment)

    SK Telecom Co Ltd 017670 KS South Korea Communications (Telecommunications)

    Dialog Axiata PL DIAL SL Sri Lanka Communications (Telecommunications)

    Taiwan Fertilizer Co Ltd 1722 TT Taiwan Basic Materials (Chemicals)

    Bank of Ayudhya PCL BAY TB Thailand Financial (Banks)

    Major Cineplex Group PCL MAJOR TB Thailand Consumer (Entertainment)

    Robinson Department Store PCL ROBINS TB Thailand Consumer (Retail)

    Siam Global House PCL GLOBAL TB Thailand Consumer (Retail)

    Sino Thai Engineering & Construction PCL STEC TB Thailand Industrial (Engineering & Construction)

    FPT Corporation FPT VN Vietnam Communications (Telecommunications)

    Vietnam Dairy Product JSC (Vinamilk) VNM VN Vietnam Consumer (Food)

    VinhHoan Corporation VHC VN Vietnam Consumer (Food)

    * Companies listed by Country

  • Page | 20

    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    AirAsia Bhd (AIRA MK)

    Consumer (Airlines)

    2,849 8.4

    AirAsia Berhad provides low-cost air carrier service. The company provides services on short-haul, point-to-point domestic and international routes. AirAsia operates from hubs in Malaysia, Thailand, Indonesia, the Philippines and Japan.

    Amcor Ltd (AMC AU)

    Industrial (Packaging & Containers)

    11,599 36.9

    Amcor Limited is an international integrated packaging company offering packaging and related services. Amcor primarily produces a wide range of packaging products which include corrugated boxes, cartons, aluminium and steel cans, flexible plastic packaging, PET plastic bottles and jars, and multi-wall sacks.

    AMP Ltd (AMP AU)

    Financial (Insurance)

    14,784 50.9

    AMP Limited provides life insurance, superannuation, asset management products, pensions, retirement planning and other diversified financial services throughout Australia and New Zealand. The company services individual customers, small businesses, corporations and associated superannuation funds.

    Axiata Group Bhd (AXIATA MK)

    Telecommunication on Services (Wireless Telecommunication Services)

    18,612 30.90

    Axiata Group Berhad is a telecommunication company. The company's main activities are the establishment, maintenance and provision of telecommunications and related services.

    Bank of Ayudhya PCL (BAY TB)

    Financial (Banks)

    6,943 18.9

    Bank of Ayudhya Public Company Limited provides a full range of banking and financial services. The Bank offers corporate and personal lending, retail and wholesale banking, international trade financing, asset management and investment banking services, to customers through its nationwide branches. It also has branches in Hong Kong, Vietnam, Laos and Cayman Islands.

    Bumi Armada Bhd (BAB MK)

    Energy (Oil & Gas Services)

    3,888 2.4

    Bumi Armada Berhad is an international offshore services provider to the oil and gas industry in Malaysia and other countries in Asia. The company owns and operates offshore support vessels to provide support for exploration, development and production activities in the offshore O&G industry.

  • Page | 21

    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    China Minzhong Food Corp Ltd (MINZ SP)

    Consumer (Food)

    525 6.9

    China Minzhong Food Corporation Ltd. processes vegetables. The company markets fresh vegetables domestically and processes vegetables by air-drying, freeze-drying, fresh-packing, and brining. China Minzhong markets its products in Asia, the Americas, and Europe.

    CIMB Group Holdings Bhd (CIMB MK)

    Financial (Banks)

    20,832 30.5

    CIMB Group Holdings Berhad provides commercial banking and related financial services. The company and its subsidiaries operate as a regional universal bank offering a full range of financial products and services, covering corporate and investment banking, consumer banking, treasury, insurance and asset management.

    Del Monte Pacific Ltd (DELM SP)

    Consumer (Food)

    880 0.4

    Del Monte Pacific Limited, through its subsidiaries, grows, processes, and sells canned and fresh pineapples, pineapple concentrate, tomato-based products, and other fruit products and beverage juices.

    Dialog Axiata PLC (DIAL SL)

    Communications (Telecommunications)

    605 0.1

    Dialog Axiata Ltd offers a wide range of telecommunications services. The company operates a mobile phone network and offers fixed line, broadband, television, and international services.

    FPT Corp (FPT VN)

    Communications (Telecommunications)

    572 0.4

    FPT Corp is an information and communication technology company. The company provides services in mobile distribution, systems integration, software outsourcing and development, Internet and e-media content, and computer assembly.

    Galaxy Entertainment Group Ltd (27 HK)

    Consumer (Lodging)

    21,597 53.4

    Galaxy Entertainment Group Limited, through its subsidiary, operates casino, hotel and other entertainment facilities in Macau. The company also manufactures, sells and distributes construction materials.

    Gamuda Bhd (GAM MK)

    Industrial (Engineering & Construction)

    3,605 9.8

    Gamuda Berhad is an investment holding and civil engineering construction company. Through its subsidiaries, the company provides earthwork construction, manufactures and supplies road surfacing materials, and operates quarry and road laying projects. Gamuda also has operation in the hiring and rental of plant and machinery, develops properties, and manufactures and sells paper.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Genting Malaysia Bhd (GENM MK)

    Consumer Discretionary (Casino & Gaming)

    7,144 6.64

    Genting Malaysia Berhad operates a tourist resort in Genting Highlands which includes hotels, restaurants, casinos, and recreational and amusement facilities. Through its subsidiaries, the company also develops and leases property, operates leisure and hospitality services, and provides timeshare ownership scheme.

    Giordano International Ltd (709 HK)

    Consumer (Retail)

    1,502 3.1

    Giordano International Limited, through its subsidiaries, retails and distributes casual apparel and accessories under the Giordano, Giordano Ladies, Giordano Junior, BSX and Concepts One brands.

    Iluka Resources Ltd (ILU AU)

    Basic Materials (Mining)

    4,420 38.2

    Iluka Resources Limited is involved in the mining, concentration and separation of mineral sands and titanium minerals. The company also produces ilmenite and other titanium ferrous concentrates, zircon, and synthetic rutile along with the exploration of coal. Iluka's products are exported throughout the world.

    IOI Corp Bhd (IOI MK)

    Consumer (Agriculture)

    10,902 7.5

    IOI Corporation Berhad cultivates and processes oil palm and rubber. The company, through its subsidiaries, operates in property development and investment, provides landscape services, and sells ornamental plants and turfing grass. IOI Corporation also manufactures industrial and medical gases, and provides building, engineering, and construction services.

    Jaya Holdings Ltd (JAYA SP)

    Industrial (Shipbuilding)

    362 0.7

    Jaya Holdings Limited owns, builds, repairs, manages, and charters ships. The group's core activities include offshore marine chartering, containerised vessel transportation, and shipbuilding and ship repair. The company supports offshore E&P, marine construction, mining and marine-related activities.

    Karoon Gas Australia Limited (KAR AU)

    Energy (Oil & Gas)

    1,200 4.0

    Karoon Gas Australia Ltd. explores for natural gas and hydrocarbons in Australia, Brazil and Peru. The company's key exploration activities are the Browse Basin (Western Australia), Bonaparte Basin (Northern Territory), Tumbes Basin (Peru), Maranon Basin (Peru) and the Santos Basin (Brazil).

    Keppel Land Ltd (KPLD SP)

    Financial (Real Estate)

    4,637

    9.5

    Keppel Land Limited is the property arm of the Keppel Group. The company's portfolio of properties includes office towers, residential properties, hotels, resorts, retail complexes, industrial buildings and townships. The company also provides management and consultancy services.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    LG Chem Ltd (051910 KS)

    Basic Materials (Chemicals)

    14,992 65.3

    LG Chem Ltd. is a chemical manufacturer. The company's products include petrochemicals, plastic resins, and engineering plastics. LG Chem also produces industrial and electronic materials.

    Mah Sing Group Bhd (MSGB MK)

    Financial (Real Estate)

    1,202 1.7

    Mah Sing Group Berhad is a property developer. The company's principal activity is property development where the group develops commercial, residential (both high-rise and landed) as well as industrial properties. The group is also involved in plastic manufacturing and trading in Malaysia and Indonesia.

    Major Cineplex Group PCL (MAJOR TB)

    Consumer (Entertainment)

    706 3.4

    Major Cineplex Group Public Company Limited operates a movie theatre chain under the Major Cineplex name, and a bowling alley chain under Major Bowl name. The company also provides theatre advertising services and concession stand rentals in its movie and bowling complexes.

    Mando Corp (060980 KS)

    Consumer (Auto Parts & Equipment)

    1,701 14.5

    Mando Corp. manufactures and markets automotive parts and equipment. The companys products include brake system, suspension system and steering system.

    My EG Services Bhd (MYEG MK)

    Communications (Internet)

    254 0.4

    My E.G. Services Berhad provides E-Services between the Malaysian Government and its citizens and businesses. The company's services include electronic delivery of driver and vehicle registrations, licensing and summons services and utility bill payments.

    NagaCorp Ltd (3918 HK)

    Consumer (Lodging)

    1,881 7.4

    NagaCorp Limited is a leisure and tourism company with casino operations in Phnom Penh, the capital city of Cambodia. The company also offers hotel accommodation, food and beverage outlets, recreational facilities, entertainment and retail operations and develops properties.

    Neptune Orient Lines Ltd (NOL SP)

    Industrial (Transportation)

    2,239 7.6

    Neptune Orient Lines Limited owns and operates shipping vessels, including participation in ventures related to these activities. Through its subsidiaries, the company also provides supply chain management, warehousing, and customer logistics solutions. Other activities include ship management, engineering and repairs to customers.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Nickel Asia Corp (NIKL PM)

    Basic Materials (Mining)

    1,013 0.9

    Nickel Asia Corporation explores for and produces nickel in the Philippines.

    NWS Holdings Ltd (659 HK)

    Diversified (Holding Companies Divers)

    6,363 2.7

    NWS Holdings Limited operates businesses under three main divisions: service, infrastructure and [orts. Its service division comprises facilities, contracting, transport, financial, and environmental. The infrastructure portfolio includes roads and bridges, energy, and water treatment and waste management. Its port division includes container handling, logistics and warehousing.

    Oil Search Ltd (OSH AU)

    Energy (Oil & Gas)

    10,799 34.6

    Oil Search Limited explores for and produces gas and oil through operations in Papua New Guinea. The company's activities are located in the Papuan Highlands which include the Kutubu, Hides, and Gobe oil and gas projects.

    OSIM International Ltd (OSIM SP)

    Consumer (Household Products)

    1,151

    2.0

    OSIM International Ltd creates, designs, develops & markets well-being and healthy lifestyle products through its specialty retail outlets worldwide. The company's products include massage chairs, foot massagers, neck & shoulder massagers, head massagers, fitness equipment, diagnostic equipment, vitamin & supplements and luxury tea.

    Perisai Petroleum Teknologi Bhd (PPT MK)

    Energy (Oil & Gas Services)

    472 2.1

    Perisai Petroleum Teknologi Berhad is an investment holding company. The company, through its subsidiaries, manufactures, supplies, commissions, and installs corrosion control products as well as inspects and maintains pipes, risers and heat exchangers for the oil and gas industry.

    Petronas Dagangan Bhd (PETD MK)

    Energy (Oil & Gas)

    8,052 4.0

    Petronas Dagangan Berhad markets petroleum products and operates service stations domestically. Through its subsidiaries, the company has operations in aviation fuelling at Kuala Lumpur International Airport and bunkering facilities at West Port, along with marketing and distributing lubricants.

    Philippine Business Bank (PBB PM)

    Financial (Banks)

    260 0.8

    Philippine Business Bank owns and operates savings banks. The company serves small- and medium-size businesses by offering savings accounts, checking accounts, payroll accounts, Hi-Green funds, time deposits, campus savers, FCDU savings, and CASA automatics transfers. PBB serves customers throughout the Philippines.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Philippine Long Distance Telephone Company (TEL PM)

    Communications (Telecommunications)

    16,037 11.7

    Philippine Long Distance Telephone Company provides domestic and international long distance and cellular telephone services. The company's business group includes fixed line, wireless, and information and communications technology.

    PT Adaro Energy Tbk (ADRO IJ)

    Energy (Coal)

    3,071 5.1

    PT Adaro Energy Tbk is a coal mining company. The company and its subsidiaries currently deal in coal mining and trade, coal infrastructure and logistics, and mining contractor services.

    PT Ciputra Development Tbk (CTRA IJ)

    Financial (Real Estate)

    2,468 2.2

    PT Ciputra Development Tbk develops and sells real estate including office spaces, shopping centres, and related facilities as well as industrial estates. The company also designs, develops and maintains housing facilities including golf courses, clubs, restaurants, recreational places and related facilities.

    PT Kalbe Farma Tbk (KLBF IJ)

    Consumer (Pharmaceuticals)

    7,749 9.7

    PT Kalbe Farma Tbk produces and develops pharmaceutical products for human and animal healthcare. Through its subsidiaries, the company also operates in the pharmaceutical, health food, and packaging industries.

    PT Lippo Karawaci Tbk (LPKR IJ)

    Financial (Real Estate)

    3,848 10.5

    PT Lippo Karawaci Tbk is a diversified and integrated property group and is involved in townships, residential homes, hospitals, hotels, retail malls and industrial estate development and management. PT Lippo Karawaci through its subsidiaries is also engaged in property and REIT management.

    PT Vale Indonesia Tbk (INCO IJ)

    Basic Materials (Mining)

    2,586 2.5

    Vale Indonesia Tbk PT produces nickel in matte, an intermediate product, from lateritic ores at its integrated mining and processing facilities near Soroako, Sulawesi.

    Public Bank Bhd (PBK MK)

    Financial (Banks)

    19,205 14.3

    Public Bank Berhad provides a range of banking and financial services which include leasing and factoring, stock and futures broking, financing for the purchase of licensed public vehicles, and other financial services. The group's overseas operations include branches in Hong Kong, Sri Lanka, Laos, Cambodia, and Vietnam.

    Ramsay Health Care Ltd (RHC AU)

    Consumer (Healthcare-Services)

    6,774 14.0

    Ramsay Health Care Ltd. provides health care services. The company offers private hospital services, including, rehabilitation, psychiatric care and day and complex surgery. Ramsay Health Care owns, operates and manages health care facilities throughout Australia, Indonesia and Europe.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Religare Health Trust (RHT SP)

    Financial (Diversified Financial Services

    569 1.7

    Religare Health Trust is structured as a business trust and invests in medical and healthcare assets and services in Asia, Australasia and emerging markets.

    Robinson Department Store PCL (ROBINS TB)

    Consumer (Retail)

    2,778 3.9

    Robinson Department Store Public Company Limited owns and operates the Robinson department store chain.

    Roc Oil Co Ltd (ROC AU)

    Energy (Oil & Gas)

    280 0.6

    Roc Oil Company Limited is an international oil company based in Australia. The company's activities include oil and gas production, exploration and the development of exploration assets. The company's exploration assets and activities are located in the United Kingdom, Mauritania, Australia, Equatorial Guinea, Angola, China and New Zealand.

    San Miguel Corp (SMC PM)

    Diversified (Holding Companies-Divers)

    5,648 2.0

    San Miguel Corporation operates food, beverage, packaging, power, fuel and oil, infrastructure and telecommunications businesses. The company produces beverages, poultry, animal feed, meat, flour, dairy products, and glass and plastic packaging, generates electricity, refines and markets petroleum products, builds infrastructure, and provides telecommunications services.

    SapuraKencana Petroleum Energy (Oil & Gas Services)

    7,971 18.12

    SapuraKencana Petroleum Bhd. is an oil & gas services company. The Company is an engineering, procurement, construction, installation and commissioning services company for the oil and gas industry. The Company also offers a wide range of other services such as offshore drilling and underwater services.

    Security Bank (SECB PM)

    Financial (Banks)

    2,122 2.9

    Security Bank Corporation offers a wide variety of financial products and services. The bank's services include peso, dollar and third currency deposits, domestic and international fund transfers, deposit pick-up and payroll services, and ancillary services. Security Bank also provides working capital financing, term arrangements, loan syndication services.

    Shui On Land Ltd (272 HK)

    Financial (Real Estate)

    2,762 8.8

    Shui On Land Limited engages principally in the development, sale, leasing, management and ownership of residential, office, retail, entertainment and cultural properties in the PRC.

    Siam Global House PCL (GLOBAL TB)

    Consumer (Retail)

    2,121 3.3

    Siam Global House PCL is a retailer of home-related products for construction, repair, decoration and renovation. The company sells construction materials, hand tools, furniture, and garden tools.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Silverlake Axis Ltd (SILV SP)

    Technology (Software)

    1,304 0.6

    Silverlake Axis Limited provides customised software solutions for the banking industry. The company also provides network planning and integration services to install and implement the customised software.

    Sime Darby Bhd (SIME MK)

    Diversified (Holding Companies-Divers)

    18,354 23.1

    Sime Darby Berhad is an investment holding company. The group's principal activities include plantations, property development, heavy equipment and motor vehicle distribution, and energy and utilities.

    Singapore Exchange Ltd (SGX SP)

    Financial (Diversified Financial Services)

    6,330 10.8

    Singapore Exchange Limited owns and operates Singapore's Securities and derivatives exchange and their related clearing houses. The company also provides ancillary securities processing and information technology services to participants in the financial sector.

    Sino Thai Engineering & Construction PCL (STEC TB)

    Industrial (Engineering & Construction)

    1,289 9.2

    Sino Thai Engineering & Construction Public Company Limited provides engineering and construction services to the public and private sectors. The company's activities include energy project construction, building construction, industrial plant construction, environment project construction, as well as transportation project and infrastructure construction.

    SK Telecom Co Ltd (017670 KS)

    Communications (Telecommunications)

    14,656 36.6

    SK Telecom Co., Ltd., an affiliate of SK Group, offers telecommunications services and products in South Korea. The company provides mobile phone services under the brand name Speed 011. In addition, SK Telecom and its subsidiaries offer other wireless services including data, paging, and Internet services.

    Starhub Ltd (STH SP)

    Communications (Telecommunications)

    5,565 7.0

    StarHub Limited is a fully-integrated info-communication company offering a full range of information, communications and entertainment services for both consumer and corporate markets in Singapore. The company provides mobile network services, multi-channel cable TV services (including High Definition and on-demand services) as well as high-speed residential broadband services.

    Taiwan Fertilizer Co Ltd (1722 TT)

    Basic Materials (Chemicals)

    2,485 8.7

    Taiwan Fertilizer Co., Ltd. manufactures and markets chemical fertilisers. The company predominantly sells its products in Taiwan.

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    Corporate Participants

    Company Sector & Industry Market cap (US$m) Avg daily turnover (US$m)

    Company Description

    Tingyi Cayman Islands Holding Corp (322 HK)

    Consumer (Food)

    14,626 17.7

    Tingyi (Cayman Islands) Holding Corporation, through its subsidiaries, manufactures and sells instant noodles, baked goods and beverages in China.

    Top Glove Corp Bhd (TOPG MK)

    Industrial (Misc Manufacturing)

    1,240 2.2

    Top Glove Corporation Berhad manufactures a wide range of latex gloves. The company's products include latex examination powdered, latex examination powder-free, nitrile examination gloves, soft nitrile examination gloves, vinyl examination gloves, surgical gloves and other related products.

    UEM Land Holdings Bhd

    (ULHB MK)

    Financial (Real Estate)

    4,921 8.4

    UEM Land Holdings Berhad is a real estate investment and development company. The company's activities include property development and land sales. The company develops a range of projects including industrial, commercial, residential, healthcare and mixed used properties, government offices and universities.

    UMW Holdings Bhd (UMWH MK)

    Consumer (Auto Manufacturers)

    5,426 9.0

    UMW Holdings Berhad is an investment holding company which, through its subsidiaries, trades and manufactures light and heavy equipment for industrial, construction, and agricultural sectors. The company also imports, assembles, and markets passenger and commercial vehicles and related spare parts. UMW provides after-sales, financing, and insurance services as well.

    Vietnam Dairy Product JSC (VNM VN)

    Consumer (Food)

    5,278 1.2

    Vietnam Dairy Products JSC produces dairy foods. The company produces milk, condensed milk, milk powder, yoghurt, ice cream and cheese. Vietnam Dairy Products also produces cookies, coffee and tea and bottled water.

    Vinh Hoan Corp (VHC VN)

    Consumer (Food)

    66 0.0

    Vinh Hoan Corporation is a seafood trading and processing company. The company's main products are catfish and basa fish fillets, raw catfish as processing materials and value-added products from seafood.

    Wilmar International Ltd (WIL SP)

    Consumer (Food)

    16,563 27.4

    Wilmar International Ltd. is an agribusiness company. The company is involved in oil palm cultivation, edible oils refining, oilseeds crushing, consumer pack edible oils processing and merchandising, specialty fats, oleochemicals and biodiesel manufacturing, and grains processing and merchandising. Wilmar also manufactures and distributes fertilisers and owns a fleet of vessels.

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    Venue & Floor Plan MANDARIN ORIENTAL KUALA LUMPUR Kuala Lumpur City Centre, 50088 Kuala Lumpur, Malaysia Telephone: +60 (3) 2380 8888 www.mandarinoriental.com/kualalumpur

    Conference delegates and corporate presenters are able to enjoy the convenience of staying at the same

    hotel where the CIMB Annual Asia Pacific Conference will be held. Mandarin Oriental is located at a prime city position between the Petronas Twin Towers and Kuala Lumpur City Centre Park. 40 minutes by Airport Express.

    Opening Remarks, Keynote Address and Plenary sessions will be held at the Emerald Ballroom located

    on the first floor. Large group corporate presentation will be held in two function rooms located on the ground floor;

    Diamond Ballroom (Opal & Pearl). Concurrently with the large group presentation, one-on-one and small group meetings will be held at

    special meeting rooms located on the recently refurbished guest room floors at level 10 & level 11 reserved for this purpose.

    Floor Plan

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    Notes:

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    Notes:

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