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.





Page | 22

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.




Page | 23

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.



Page | 24

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.




Page | 25

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.



Page | 26

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.



Page | 27

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.




Page | 28

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.




Page | 29

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






Page | 30

Notes:



Page | 31

Notes:





Page | 32