Bursa Malaysia Bhd. · MYX:BURSA
Bursa Malaysia Bhd — Bloomberg x Bursa Plantation Workshop (May 2024)
11 slides from Bursa Malaysia Bhd's conference presentation, May 14, 2024
Slide 1: Trade Flow Trends of Plantation Companies by Bursa Malaysia
Trade Flow Trends of Plantation Companies by Bursa Malaysia Bloomberg x Bursa Plantation Workshop 14th May 2024 Ms Law Mei Chi, VP of Bursa Malaysia
Slide 2: Overview of the KL Plantation Index
Restricted Overview of the KL Plantation Index The Plantation sector was the fund favourite back then… • Historically, the KL Plantation Index KL Plantation Index vs CPO Price moved in sync with Crude Palm Oil 10000 9000 (CPO) price trends, yielding similar 9000 8000 returns. 8000 +46% 7000 7000 +19
Slide 3: Trade Performance of Plantation Sector
Restricted Trade Performance of Plantation Sector Plantation sector was one of the lowest traded sectors Average Daily Trading Value of Plantation Sector Average Trading Value from RM Sector 2018 to YTD April 24 (RM) 400.0M Industrial Products & Services 483.1M 350.0M Technology 354.3M Healthcare 35
Slide 4: Weightage of the Plantation companies in the FBMKLCI Index
Restricted Weightage of the Plantation companies in the FBMKLCI Index The Plantation weightage in the FBMKLCI Index continues to decline Plantation Weightage within FBMKLCI Index Current FBMKLCI Index Weightage 9.50 Plantation 9.08 9.00 8.86 7% 8.50 8.21 8.28 8.02 7.95 8.00 7.37 7.50 7.02 7.00 6.50
Slide 5: Historical Fund Flow of KL Plantation Index
Restricted Historical Fund Flow of KL Plantation Index Local institutional investor supported the sector Local Institutional Fund Flow 1,500.0M 984.7M Foreign Fund Flow 1,000.0M 707.9M 2,000.0M 500.0M 193.9M 253.9M 1,644.3M 1,500.0M 0.0M -500.0M -66.5M -189.0M 1,000.0M -1,000.0M 415.6M 500.0M -1,500
Slide 6: The Return of Equity for plantation peaked in 2008
Restricted The Return of Equity for KL Plantation Index peaked in 2008 KL Plantation Index Return on Equities (%) 20.0 18.7 In 2008, the Return on Equity (ROE) for the 18.0 KL Plantation Index peaked at 18.7%. 15.6 16.0 14.3 14.3 14.3 13.1 13.1 Since then, it has not returned to that level, 14.0 12.
Slide 7: Emerging ESG trend have a considerable influence on the sector
Restricted Emerging ESG trend have a considerable influence on the sector KL Plantation Index vs Google Trend (ESG) The emerging ESG trend have a considerable US CBP lift influence on the sector. 10000 EPF signs SIMEPLT 120 9000 UN-backed ban PRI 100 Similar trend is seen with the declining weight 8
Slide 8: Bursa IR4U Programme
Restricted Bursa IR4U Programme An initiative by the Exchange to promote and deepen the culture of investor relations amongst public listed companies in Malaysia. IR4U Programme Key objectives include: Initiatives under the Guidebooks launched: Monthly Events: Programme: Fundamentals of • Improve In
Slide 9: Bursa Blitz by BDR and Social Media
Restricted Bursa Blitz by BDR and Social Media An initiative to profile our listed companies to generate investor interest Bursa Blitz is housed under our in-house research, Bursa Digital Research (BDR) We feature PLCs on our platform and offer comprehensive insights into PLCs, providing an in-depth
Slide 10: Sustainability Reporting Guide and Toolkits (3rd Edition)
Sustainability Reporting Guide and Toolkits (3rd Edition) This guide offers a framework for listed companies to structure their ESG disclosures, aligning them with TCFD recommendations. Enables effective communication of PLCs' sustainability efforts and facilitate easier assessment and comparison of
Slide 11: Thank you
Restricted Thank you DISCLAIMER: These presentation slides are owned by Bursa Malaysia Berhad or any of its subsidiaries (“Bursa Malaysia”) and shall be used solely for personal or internal business use. Any copying, reproduction or redistribution of these presentation slides or its contents in any
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