ASIAMONEY 2016
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Strictly Private & Confidential
Extensive coverage
No. of stocks
77
82
82
89
101
103 107
108
Total
Breadth of coverage
market cap:
§ 53% big caps
MYR
1,211b
74% of
Jun-10 Jun-11 Sep-12 Dec-13 Dec-14 Jun-15 Dec-15 Jun-16
Bursa
§ 23% mid caps
§ 24% small caps
90% of FBM-KLCI 30
Regional
coverage
O&G
Gaming
Aviation
31/10/11
Maybank Kim Eng ppt test 311011.pptx
*Big caps (>MYR4b), Mid caps (MYR1.5b-MYR4b), Small caps (<MYR1.5b)
Source: Google Image, Bloomberg
2
Plantation
MALAYSIA RESEARCH TEAM
Head of Research, Strategy
Wong Chew Hann, CA
Macroeconomics
Suhaimi Ilias
(603) 2297 8686 [email protected]
(603) 2297 8682 [email protected]
Chew Hann has 19 years experience in sell-side equities. Her
experience includes coverage of the construction and
infrastructure, banking, transportation, conglomerates and
consumer sectors. Prior to joining Maybank Kim Eng, her equity
research attachments were with Standard & Poor’s Malaysia,
Affin Securities and Peregrine Research (Malaysia).
Suhaimi has 22 years of experience in Economics Research. His
previous attachments include Bank Negara Malaysia and Affin
Securities before joining Maybank Kim Eng in 2007. Suhaimi was
voted the Best Local Economist in The Edge 2008 survey, and
raised and sustained the top ranking of Maybank Investment
Bank’s Macroeconomic Research in Malaysia in the 2008-2015
Asiamoney Brokers Poll (2014: 2nd; 2015: 1st).
Chew Hann graduated with a Bachelor of Accounting (Honours)
from University of Malaysia.
She is a Chartered Accounted, registered with the Malaysian
Institute of Accountants.
Banks; Diversified Financials; Insurance
Desmond Ch’ng, ACA
(603) 2297 8680 [email protected]
Desmond has over 25 years of work experience, 4 years in Touche
Ross, one of the Big Four accounting firms in London, and over 20
years of equity research experience. He was Head of Research at
Affin Securities between 2003 and 2006. As the regional banking
analyst at Standard & Poor’s from 2006 to 2010, he covered the
financial institutions in Singapore, HK, China and Australia.
Desmond is a Chartered Accountant, registered
with the
Institute of Chartered Accountants in England & Wales.
Suhaimi holds a BA (Hons) and MA (Hons) in Economics from
Cambridge University.
Energy (Oil & Gas Services)
Liaw Thong Jung
(603) 2297 8688 [email protected]
TJ has over 15 years of experience in equities research. He has
covered the oil & gas, plantation, consumer, automotive,
manufacturing, small caps & technology sectors at various
research houses including KLCS Securities, Kim Eng Research,
Affin Securities and Hwang-DBS Vickers. He was ranked as the
best Energy analyst in Malaysia in Asiamoney Brokers Polls 2014.
TJ Graduated from University of Malaya with a B.A. (Econs).
Best ideas: SAKP, YNS PPT, ICON, AMRB
Best ideas: AFG
3
MALAYSIA RESEARCH TEAM
Materials (Plantation); Conglomerates
Transportation (Aviation); Materials (Petrochemicals)
Ong Chee Ting, CA
Mohshin Aziz
(603) 2297 8678 [email protected]
(603) 2297 8692 [email protected]
Chee Ting has 10 years work experience in equity research,
covering the plantation, property, utilities, expressway and
conglomerate sectors. He was ranked one of the top three
Materials analyst in Malaysia in Asiamoney Brokers Polls 2014,
voted #1 Real Estate (including REITs) analyst for Asia by
Financial Times/Starmine 2011.
Mohshin has a combined 16 years of diverse work experience,
ranging from engineering, fund management / venture
capitalist and in the airline industry. He pioneered the Investor
Relations unit during his 6 years stint with AirAsia. He was
ranked the second best Transportation analyst in Malaysia in
Asiamoney Brokers Poll 2013 and 2014.
Chee Ting is a Chartered Accountant, registered with the
Malaysian Institute of Accountants and CPA Australia. He
Graduated from Royal Melbourne Institute of Technology
University with a Bachelor of Business in Accountancy .
Mohshin graduated from Drexel University, USA with a Bachelor
of Engineering.
Best ideas: AIRA, INDIGO
Best ideas: IOI (contrarian)
Consumer Discretionary (Media & Gaming)
Samuel Yin Shao Yang, CPA
Utilities; Telecommunication Services
Tan Chi Wei, CFA
(603) 2297 8916 [email protected]
(603) 2297 8690 [email protected]
Shao Yang has almost 14 years of work experience: 3 years in
external auditing with PricewaterhouseCoopers, and 11 years in
equity research, covering the gaming, media, utilities,
plantation and oil & gas sectors. His previous equity research
attachments were with Kenanga Investment Bank and ECM Libra
Investment Bank.
Chi Wei has 12 years of equity research experience, including
stints in Institutional Investor ranked teams (UBS and CLSA). He
was ranked the best Utilities analyst in Malaysia in the
Asiamoney Brokers Polls 2014 and 2015.
Shao Yang is a Certified Practising Accountant, registered with
CPA Australia. He graduated with a Bachelor of Commerce from
the University of Melbourne.
Chi Wei graduated from National University of Singapore with a
degree in Mechanical Engineering.
Best ideas: TNB
Best ideas: GENT, MPR, MCIL
4
MALAYSIA RESEARCH TEAM
Real Estate (Property Developers)
Health Care (Gloves); Transportation (Ports)
Wong Wei Sum, CFA
Lee Yen Ling
(603) 2297 8679 [email protected]
(603) 2297 8691 [email protected]
Wei Sum has 13 years of work experience in equity research
covering property & REIT, consumer, manufacturing and small
cap stocks at various research houses including RHB Research
and TA Securities. Wei Sum was ranked as #1 best analyst in
Malaysia under the Real Estate category in Asiamoney Brokers
Polls 2014 and 2015.
Yen Ling has about 9 years of work experience in equity
research, covering the construction & infrastructure and
building material sectors. She won The Edge Best Call Awards
2015 for NCB Holdings Bhd and was ranked as the top
Healthcare analyst in Malaysia in Asiamoney Brokers Poll 2014.
Wei Sum graduated with a Bachelor of Economics (Hons) from
National University of Malaysia (UKM).
Best ideas: Property sector NEGATIVE call
Conglomerates (Construction); Materials (Plantation)
Yen Ling graduated from University of Manchester with a
Bachelor of Accounting & Finance (Honours).
Best ideas: TOPG
Consumer Discretionary (Automotive); Semiconductors &
Semiconductor Equipment; Technology Hardware & Equipment
Chai Li Shin, CFA
Ivan Yap
(603) 2297 8684 [email protected]
(603) 2297 8612 [email protected]
Shin has about 5 years of work experience in equity research,
covering tobacco, plantation, construction & infrastructure
sectors. In the 2014 Asiamoney Brokers Poll, Shin was ranked
third best Conglomerates analyst in Malaysia .
Ivan has 4 years of work experience in equity research having
covered the consumer staples counters, automotive and
semiconductor sectors. He was ranked the best Semiconductors
& Semiconductor Equipment analyst, and Technology Hardware
& Equipment analyst in Malaysia in Asiamoney Brokers Poll
2015.
Shin graduated from the University of Sheffield, UK with Msc in
Finance.
Best ideas: SCGB, CMS
Ivan graduated with a Bachelor of Business and Commerce
(Accounting/Finance) from Monash University.
Best ideas: INRI, BAUTO, VITRO
5
MALAYSIA RESEARCH TEAM
Real Estate (REITs); Consumer Discretionary
Consumer Staples
Liew Wei Han
Kevin Wong
(603) 2082 6824 [email protected]
(603) 2297 8676 [email protected]
Kevin has about 5 years of work experience in equity research,
having covered the automotive, consumer and plantation
sectors. His previous equity research attachment was with DBS
Vickers Research.
Wei Han has 2 years of work experience in equity research. He
currently covers Malaysia’s Consumer Staples sector.
Wei Han graduated with a Bachelor of Commerce
(Accounting/Finance) from University of Melbourne.
Kevin graduated from National University of Malaysia with a
Bachelor of Economics (Honours).
Best ideas: HEIM, OTB
Best ideas: KLCCSS
Consumer Discretionary (Media)
Health Care
Jade Tam
Adrian Wong
(603) 2297 8687 [email protected]
(603) 2297 8675 [email protected]
Jade has one year of work experience in equity research. She
currently co-covers the Malaysia Media sector.
Adrian has one year of work experience in equity research. He
currently covers the Malaysia Health Care sector.
Jade graduated with a Bachelor of Commerce (Accounting &
Finance) and a Bachelor of Economics from Monash University.
Adrian graduated with a Bachelor of Economics (Honors) from
University College London (UCL).
Best Ideas: MCIL
Best ideas: VITRO
6
MALAYSIA RESEARCH TEAM
Regional Technicals
Small Caps
Lee Cheng Hooi
Tee Sze Chiah
(603) 2297 8694 [email protected]
(603) 2082 6858 [email protected]
Cheng Hooi has about 17 years of experience in equity chart
research. His prior work experience in the financial markets
includes 10 years in treasury and 1 year of fund management.
Before joining Maybank Investment Bank, Lee was the Technical
Analyst Manager at MIMB.
Tee has almost 15 years of work experience: 3 years in banking
and 12 years in equity research, mainly retail research. His
previous equity research attachment was with Mayban
Securities and CIMB Investment Bank.
Cheng Hooi holds a M.Sc. from LSE (London) in Statistics.
Tee graduated with a Bachelor of Business (Marketing/Finance)
from HELP Institute.
Best Ideas: BEST SP
Best Ideas: SCI
7
MALAYSIA RESEARCH TEAM
Malaysia coverage
First Name
Last name
Email
Research Sector
Chew Hann
Wong
[email protected]
STRATEGY
Suhaimi
Ilias
[email protected]
MACROECONOMICS
Desmond
Ch'ng Lye Hoe
[email protected]
BANKS; DIVERSIFIED FINANCIALS; INSURANCE
Thong Jung
Liaw
[email protected]
ENERGY (Oil & Gas Services)
Chee Ting
Ong
[email protected]
MATERIALS (Plantation); CONGLOMERATES
Mohshin
Aziz
[email protected]
TRANSPORTATION (Aviation); MATERIALS (Petrochemicals)
Samuel
Yin Shao Yang
[email protected]
CONSUMER DISCRETIONARY (Media & Gaming)
Chi Wei
Tan
[email protected]
UTILITIES; TELECOMMUNICATION SERVICES
Wei Sum
Wong
[email protected]
REAL ESTATE (Property Developers)
Yen Ling
Lee
[email protected]
HEALTH CARE (Gloves); TRANSPORTATION (Ports)
Li Shin
Chai
[email protected]
Ivan
Yap Boon Tiong
[email protected]
Kevin
Wong Miu Kee
[email protected]
CONGLOMERATES (Construction); MATERIALS (Plantation)
CONSUMER DISCRETIONARY (Automotive), SEMICONDUCTORS & SEMICONDUCTOR
EQUIPMENT, TECHNOLOGY HARDWARE & EQUIPMENT
REAL ESTATE (REITs); CONSUMER DISCRETIONARY
Wei Han
Liew
[email protected]
CONSUMER STAPLES
Jade
Tam
[email protected]
CONSUMER DISCRETIONARY (Media)
Adrian
Wong
[email protected]
HEALTH CARE
Sze Chiah
Tee
[email protected]
SMALL CAPS
Regional coverage
First Name
Last name
Email
Research Sector
Thong Jung
Liaw
[email protected]
ENERGY (Oil & Gas Services)
Chee Ting
Ong
[email protected]
MATERIALS (Plantation); CONGLOMERATES
Mohshin
Aziz
[email protected]
TRANSPORTATION (Aviation); MATERIALS (Petrochemicals)
Samuel
Yin Shao Yang
[email protected]
CONSUMER DISCRETIONARY (Gaming)
Cheng Hooi
Lee
[email protected]
TECHNICALS