Bursa Malaysia Bhd. · MYX:BURSA
Bursa Malaysia Bhd — Bloomberg Intelligence — Best Investors Relations Practices: What Can We Learn From Other Countries / Sectors
35 slides from Bursa Malaysia Bhd's conference presentation
Slide 1: This event will begin shortly
This event will begin shortly.
Slide 2: Best Investors Relations Practices
LIVE EVENT Best Investors Relations Practices What Can We Learn From Other Countries / Sectors Alvin Tai, CFA, Industry Analyst, Global Agriculture
Slide 3: Bloomberg Intelligence
Bloomberg Intelligence 500+ 135+ 2,000+ 15yrs data contributors industries companies avg. analyst experience Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and investment research on companies, industries and global markets. Our team of 350 resear
Slide 4: Best Investors Relations Practices
Best Investors Relations Practices Financial Reporting Alvin Tai, CFA Results Presentation Global Agriculture Analyst Bloomberg Intelligence Analyst / Investor Briefing Comparison With Global Companies Comparison With Other Sectors in Malaysia
Slide 5: Financial Results
Financial Results • • Presentation Reporting horizon • Date announcement • Presentation material • Briefing / Webcast • Recording / Transcripts • Guidance
Slide 6: Financial Reporting Horizon
Financial Reporting Horizon • Need to shorten reporting horizon • Malaysia has among the longest horizon at 2 months after fiscal quarter ends • SGX allows 45 days for interim quarters, 60 days for annual • Jakarta 30 days, Thailand and Philippines 45 days
Slide 7: Results Date Announcement
Results Date Announcement • Done in almost every other developed country stock exchange • In Malaysia, only two plantation companies do it
Slide 8: Presentation Material
Presentation Material • Done in almost every other developed country stock exchange • Should be uploaded onto stock exchange website • Not a common practice in Malaysia
Slide 9: What Top Notch Companies Does Quarterly
What Top Notch Companies Does Quarterly Source: Company website
Slide 10: What Top Notch Companies Does Quarterly
What Top Notch Companies Does Quarterly Source: Company Filings Function: ADM US Equity <Go>
Slide 11: What Top Notch Companies Does Quarterly
What Top Notch Companies Does Quarterly Source: Company website
Slide 12: What Top Notch Companies Does Quarterly
What Top Notch Companies Does Quarterly Source: Company website Source: SGX
Slide 13: What Top Notch Companies Does Quarterly
What Top Notch Companies Does Quarterly Source: SGX
Slide 14: Statistics For 2023
Statistics For 2023 Source: Bloomberg
Slide 15: Best of Malaysian Companies
Best of Malaysian Companies Source: Company website Source: Company website
Slide 16: Best of Malaysian Companies
Best of Malaysian Companies Source: Company website Source: Company website
Slide 17: Best of Malaysian Companies
Best of Malaysian Companies Source: Company website
Slide 18: Best of Malaysian Companies
Best of Malaysian Companies Source: Company website
Slide 19: Best of Malaysian Companies
Best of Malaysian Companies Source: Company website Source: Bursa Malaysia website
Slide 20: Analyst / Investor Briefing or Webcast
Analyst / Investor Briefing or Webcast • Important to observe Fair Disclosure principle • In Malaysia, only a handful of plantation companies hold quarterly briefings • Singapore-listed companies usually conduct Zoom meetings
Slide 21: Conclusion
Conclusion • Good IR practices are critical in projecting good corporate governance, transparency • Malaysia-listed plantation companies are largely lagging in IR practices but have good foundations • There are some low-hanging fruits in making improvements • Stock exchange / regulator has a role to
Slide 22: Useful links on BI dashboard
Useful links on BI dashboard Bloomberg Intelligence
Slide 23: Malaysia's Average Palm Oil Price
Malaysia’s Average Palm Oil Price Source: MPOB, Bursa Malaysia {BI AGRIG INDD |1-2-Q|Q60||PRC|S2239,2265<GO>}
Slide 24: Companies' Average Palm Oil Price vs. Industry
Companies’ Average Palm Oil Price vs. Industry Source: MPOB, Company Filings {BI AGRIG INDD |1-2-Q|Q60||PRC|R2265<GO>}
Slide 25: Indonesia's Average Palm Oil Price
Indonesia’s Average Palm Oil Price Source: Kharisma Pemasaran Bersama Nusantara (KPBN) {BI AGRIG INDD |1-2-M|M84||PRC|L2411,2414<GO>}
Slide 26: Malaysia's Oleochemicals Export Value Per Ton
Malaysia’s Oleochemicals Export Value Per Ton Source: MPOB {BI AGRIG 1164 |1164-2-M-Ratio|M84||PRC|L1627<GO>}
Slide 27: Simulated Petrochemical Average Price
Simulated Petrochemical Average Price Source: Bloomberg Intelligence {BI AGRIG INDD |1-2-M|M84||PRC|L2387<GO>}
Slide 28: Fertilizer Cost Per Hectare of Oil Palm
Fertilizer Cost Per Hectare of Oil Palm (Urea, Potash, Rock Phosphate Source: MPOB {BI AGRIG 1164 |1164-2-M-Ratio|M84||PRC|L1627<GO>}
Slide 29: Indonesia's Monthly Palm Oil Exports
Indonesia’s Monthly Palm Oil Exports Source: Intertek {BI AGRIG 1164 |1164-2-M-Ratio|M84||PRC|L1312<GO>}
Slide 30: Brazil & US Weekly Soybean Shipment
Brazil & US Weekly Soybean Shipment Source: Global Ports {BI AGRIG 1097 |1097-2-M-Ratio|M84||USD|L1048,1040<GO>}
Slide 31: US Soybean Crush Margins
US Soybean Crush Margins Source: Chicago Board of Trade, Bloomberg Intelligence {BI AGRIG 1094 |1094-2-M-Data|M84||PRC|S617,483,484<GO>}
Slide 32: China, Brazil Soybean Crush Margins
China, Brazil Soybean Crush Margins Source: Bloomberg Intelligence {BI AGRIG 1094 |1094-2-M-Data|M84||PRC|L618,585<GO>}
Slide 33: Thank you
Thank you Contact the Bloomberg Intelligence Analyst Alvin Tai, CFA Global Agriculture Analyst atai22@bloomberg.net BI AGRI<GO> on Bloomberg Terminal
Slide 34: Disclaimer
Disclaimer The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except (i) in Argentina, Australia and certain jurisdictions in the Pacific isl
Slide 35: 350 research professionals covering 2,000 companies
350 research professionals covering 2,000 companies and more than 135 industries