2023 Investor Day

Asia's Most Innovative Investment Event Begins

5 NOV (SUN)

8:45am - 11:00pm

Location:

KL Convention Centre

Programme

* Programme is subject to change

TRACK 1 - Sunday 5th November, Conference Hall 1, 2, 3, KLCC, Kuala Lumpur

8:45am -9:00am

SO IT BEGINS: ASIA'S MOST INNOVATIVE INVESTMENT EVENT Speaker: Tan Teng Boo, CEO, Capital Dynamics

You made it to the 2023 Investor Day of icapital.biz Berhad! Now, how can you benefit from the talks in store for you, whether you’re a seasoned investor, or a beginner looking for ways to start?

9:00am -9:45am

OCK GROUP BERHAD (OCK, 0172) – TOWERING ABOVE OTHERS Speaker: David Low Hock Keong, Group Chief Executive, OCK Group

OCK plays a pivotal role in the connectivity transformation fuelled by the 5G revolution and IoT technologies. With more than 5,300 telecommunication towers in ASEAN, what has OCK got in store for you?

9:45am -10:30am

KELINGTON GROUP BERHAD (KGB, 0151) – FROM AIR TO GAS Speaker: Ong Weng Leong (Steven), COO, Kelington Group

Serving specialised industries like the semiconductor sector, Kelington has amassed a record RM1.85 billion in new orders from clients in Malaysia, China, Taiwan, Singapore, the Philippines, and Indonesia. Where is Asia Pacific’s leading engineering and industrial gas company headed next?

10:30am -11:00am

BREAK

11:00 am -11:45 am

MKH BERHAD (MKH, 6114) - AT A PRIME LOCATION Speaker: Tan Sri Dato' Chen Kooi Chiew @ Cheng Ngi Chong, Group Executive Chairman, MKH

Established in 1979, MKH Berhad originated from Kajang, Selangor and has established a prominent presence as one of Malaysia’s top property developers. In 2008, MKH ventured into oil palm plantation in East Kalimantan, Indonesia with a total size of over 18,000 hectares. Should you start investing in MKH?

11:45am -12:30pm

ASSESSING ICAPITAL.BIZ BERHAD’S NAV AND PRICE PERFORMANCE Speaker: Dr Lorenzo Casavecchia, Senior Finance Lecturer, University of Technology Sydney

How have the net asset value (NAV) and share price of icapital.biz Berhad performed since 2005? Get an independent assessment from a top finance lecturer from a leading Australian university.

12:30pm -1:15pm

LUNCH

1:15pm -1:30pm

INVESTING WITH CAPITAL DYNAMICS, ASIA’S FIRST GLOBAL FUND MANAGER Speaker: Capital Dynamics team

”Bad luck” in investing? Not sure which stock to pick? No time to look after your portfolio? In need of currency and country risks diversification? Leave your problems to us. Whether you are seeking regular income or long-term capital appreciation, we have something for you.

1:30pm -2:15pm

APM AUTOMOTIVE HOLDINGS BERHAD (APM, 5015) - BRAKING FOR NO ONE Speaker: Dato’ Tan Eng Hwa, CEO, APM Automotive Holdings

In several areas, such as the design and production of bus and van seats and leaf springs, APM is an established industry leader. As this Malaysian auto parts producer reaches further out to international markets, can you afford to miss APM’s solid growth?

2:15pm -2:35pm

EUPE CORPORATION BERHAD (EUPE, 6815) - THE STOREY OF A RISING STAR Speaker: Dato’ Beh Huck Lee, Group Managing Director, EUPE Corporation

Since they started in 1986, EUPE has constructed more than 25,000 homes. With the help of their distinctive Shared Value approach, they hope to redefine the standard of excellence in Malaysian real estate development by fusing innovation, quality, and affordability

2:35pm -2:50pm

BREAK

2:50pm -3:35pm

HIBISCUS PETROLEUM BERHAD (HIBISCS, 5199) - FROM NOTHING TO GUSHING Speaker: Dr Kenneth Gerard Pereira, Managing Director, Hibiscus Petroleum

Hibiscus Petroleum successfully expanded its upstream oil and gas business from zero to more than 21,000 barrels of oil equivalent per day in a decade. What does Malaysia's first listed independent upstream oil & gas player have in store for the next decade and beyond?

3:35pm -4:20pm

UNISEM (M) BERHAD (UNISEM, 5005) - RIDING THE SEMICONDUCTOR BOOM Speaker: Kevin Khoo Chung Shin, Group COO, Unisem (M)

A home-grown semiconductor giant, Unisem offers semiconductor assembly and testing services to the global semiconductor industry. With factories in Ipoh, Malaysia and Chengdu, China, is Unisem ready to ride the global semiconductor boom?

4:20pm -4:30pm

BREAK

4:30pm -5:30pm

WHY NOW IS THE RIGHT TIME TO INVEST IN MALAYSIA Speaker: Tan Teng Boo, CEO, Capital Dynamics

Charles Dickens once said, “It was the best of times, it was the worst of times”. In the midst of pandemic recovery, geopolitical tensions, political turmoil, soaring inflation, volatile exchange rates and extreme climate, the future seems like a scary place to be. As such, does icapital.biz Berhad deserve a place in your portfolio? In this very rare integrated multi-sector case study, Tan Teng Boo uses Bamboo Value Investing, icapital.biz Berhad and Malaysia to present his longer term investment outlook.

Programme

* Programme is subject to change

TRACK 2 - Sunday 5th November, Plenary Theatre, KL Convention Centre, Kuala Lumpur

8:45am -9:00am

SO IT BEGINS: ASIA'S MOST INNOVATIVE INVESTMENT EVENT Speaker: Tan Teng Boo, CEO, Capital Dynamics

You made it to the 2023 Investor Day of icapital.biz Berhad! Now, how can you benefit from the talks in store for you, whether you’re a seasoned investor, or a beginner looking for ways to start?

9:15am -9:45am

GLORY GLORY ICAP Speaker: Tan Mun Lin, Deputy Group CEO and Diyana Kamarudin, Management Associate, Capital Dynamics

Imagine having a place for you to talk about any number of topics, from insightful investment ideas, the latest market trends, confusing local and global politics, or to more light-hearted events like durian hiking or kopitiam-hopping, and many more. Introducing ICAP Fan Club, the first of its kind. Join us in making history.

9:45am -10:45am

DEATH BY F.I.R.E. (FINANCIAL INDEPENDENCE, RETIRE EARLY) Panelists: Dr. Selina Dang, Licensed Financial Planner, Coreplus Advisory, Felix Neoh, Director, Finwealth Management, Hann Liew, Director, Jirnexu (RinggitPlus). Moderator: Tan Mun Lin, Deputy Group CEO of Capital Dynamics

Retiring early seems to be the dream of many - an epitome of success. However, just how feasible is this dream? Listen to our panel speakers - consisting of financial experts Coreplus, Finwealth, and RinggitPlus - discuss this lifestyle trend.

10:45am -11:15am

UNDERSTANDING PRINCIPLES OF COMPOUNDING Speaker: Teo Hui Xin and Xu Jialu, Analysts, Capital Dynamics

While some are aware that compound interest is the 8th wonder of the world, most are unaware how to make compounding work. “The first rule of compounding: Never interrupt it unnecessarily” – Charlie Munger. Munger’s advice is one of the most important principles in compounding. Join us, go back to basics and start compounding successfully.

11:15am -11:45am

BREAK

11:45am -12:05pm

PHILLIP CAPITAL - STRATEGY & STOCK PICKS FOR MALAYSIA IN 2024 Speaker: Tan Jianyuan, Head of Research, Phillip Capital Malaysia

Join us as Phillip Capital covers the strategy and stock pick of 2024 Malaysia market. He will also share how investors can identify pockets of opportunities and position themselves amid the looming US recession fear. Lastly, he will focus on sectors that provide visibility of clear earnings.

12:05pm -1:05pm

SEARCH FOR VALUE AND AVOID TRAPS: GET FLUENT IN THE LANGUAGE OF BUSINESS WITHOUT DUOLINGO Speaker: Chang Yi Xin, Yap Li Xuen, Analysts, and Yang Qilin, Fund Manager, Capital Dynamics

The language of love is French, the language of business is accounting. Hence, a valuable skill to master is understanding financial statements. When making investment decisions, it is imperative to know how well a company is doing. An investment case built on solid analysis is like a good bottle of Bordeaux whose value increases along with time. So, get ready and listen up, because class is in session!

1:05pm -2:00pm

LUNCH

2:00pm -2:45pm

ALL IS FAIR IN LOVE AND CAREER: HOW CHOOSING A CAREER IS SIMILAR TO CHOOSING A SPOUSE Forum speakers: Noor Amy Ismail, COO, MAVCAP, Lee Swee Lin, Co-Founder, manekNya, university students. Moderator: Tan Teng Boo, CEO, Capital Dynamics

Ever notice how career and relationship are not so different from each other? It’s human nature to crave “happily ever after”. In both cases, if you found one that makes you happy and fulfilled, you will never leave. Come and listen to our panel speakers debate on whether the method of choosing these two should be similar or not.

2:45pm -3:30pm

THE TEA ON HOW TO BE INVESTMENT SAVVY AND MORE LIKE TTB Speaker: Tan Teng Boo, CEO and Tan Mun Lin, Deputy CEO, Capital Dynamics

Tan Teng Boo is called “Great Thinker of the East”. We all wondered at some point; how does he know so much about so many topics including investing? Are you interested in expanding your knowledge without sacrificing hours upon hours on research? Let us reveal the cheat code to you.

3:30pm -4:15pm

SHOULD I GIVE A HOOT ABOUT ECONOMIC LITERACY? Speaker: Low Guat Meng, Economist, Capital Dynamics

How would you rate your level of economic literacy? Did you know that it is not only exclusive to the experts? What is economic literacy and how can it affect the future well-being of Malaysia and your family?

4:15pm -4:30pm

BREAK

4:30pm -5:30pm

WHY NOW IS THE RIGHT TIME TO INVEST IN MALAYSIA (LIVE FEED FROM TRACK 1) Speaker: Tan Teng Boo, CEO, Capital Dynamics

the midst of pandemic recovery, geopolitical tensions, political turmoil, soaring inflation, volatile exchange rates and extreme climate, the future seems like a scary place to be. As such, does icapital.biz Berhad deserve a place in your portfolio? In this very rare integrated multi-sector case study, Tan Teng Boo uses Bamboo Value Investing, icapital.biz Berhad and Malaysia to present his longer term investment outlook.

TRACK 3 - Sunday 5th November, Conference Hall 1, 2, & 3, KL Convention Centre, Kuala Lumpur

8:00pm -11:00pm

GRAND FINALE OF i CAPITAL TALENT SHOW

Witness the live showdown of 20 finalists who are the most talented university students as they vie for the ultimate glory with their best performance.