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In August 2024, one of the notable developments in the MSCI Malaysia Index was the inclusion of Sunway Bhd, a major construction and property development company. This addition reflects the company's growing significance in Malaysia's equity market. The inclusion of Sunway Bhd in the MSCI Malaysia Index was the only change during this review, as no other constituents were deleted from the index. This move could indicate increased investor confidence in Sunway’s business prospects, particularly in the context of Malaysia’s construction and real estate sectors. However, the broader market seemed cautious, with some investors possibly viewing this inclusion as a double-edged sword, given the ongoing challenges in these sectors. The market is closely watching how Sunway’s inclusion will impact its stock performance and whether this might prompt further adjustments in investor portfolios【7†source】【8†source】. If you're closely monitoring MSCI Malaysia, it would be wise to keep an eye on these changes, especially as they may influence market sentiment and capital flows in the short to medium term.

Bursa Malaysia is on track for 42 IPOs this year, a testament to the robust growth and confidence in our capital market. As highlighted by Datuk Muhamad Umar Swift, this momentum reflects the strength of Malaysia's economic reforms and strategic policies that have created a conducive environment for businesses to thrive and investors to engage. It’s encouraging to see these positive signals in the market, underscoring Malaysia's potential as a competitive investment destination in the region. #EkonomiMADANI #RaisetheCeiling #MalaysiaMADANI https://lnkd.in/ggcuFGcf

[HOT OFF THE PRESS] Pleased to share our latest publication: “Market Context Matters: the Impact of Corporate Diversification on REIT Performance in Malaysia and Singapore” in the Journal of Property Investment and Finance (ABDC-B, SCOPUS Q2, IF 3.5). In what should have been really titled “A Tale of Two Cities” Dr. Ling Foon, Chan and I examine the characteristics of REITs that can be attributed to their resilience, particularly during the COVID-19 pandemic which saw REITs outperform many regional markets. Summarily, we found: 🏠 Market-Specific Diversification Effects: In Malaysia, limited financial instruments make diversification a valuable strategy for REITs, enhancing investor appeal and adding value. Singapore's mature market, with sophisticated investors and a broad array of investment options, sees less benefit from REIT diversification. 📈 Resilience During Economic Uncertainties: Across both Malaysia and Singapore, REITs benefit from diversification during volatile periods, indicating its importance as a strategy for economic resilience. 📊 Strategic Alignment with Growth Opportunities: Aligning diversification strategies with growth opportunities rather than diversifying for its own sake, ensures the effectiveness of these strategies. 🪙 Reevaluating the Value of Firm Size: Contrary to traditional beliefs that larger firms are more stable, the study suggests that strategic resource utilization is more crucial than size for resilience and performance. ⚖️ Optimizing Portfolio Management: REITs need to have investment strategies that are market-specific, taking into consideration the financial development and sophistication of local markets in order to effectively optimize their portfolios. Read more here: https://lnkd.in/g32yxuc6 #sunwayuniversity #sunwaybusinessschool #aclassabove #covid19 #REIT #resilience #realestate

How do VC and PE investments activity look like in Southeast Asia over the past few years? Not so surprisingly, the deployed capital followed global trend, although with a slight delay. 2022 is the highest year instead of 2021, but we see a sharp drop in investment since then. Capital is less available and it is harder to justify a deployment at the moment. How do you see the next two years in the region from an startup investment standpoint? Share your thoughts in the comment section below. Thank you for reading. Did you appreciate this post? Would you like to see more? Please like this post Follow Hugues Hallot 🔔 Ring it on my Profile 🔝 Connect with me #VC #venturecapital #southeastasia #funding

“The way we look at growth is customer centric.”   Speaking on the Southeast Asia Industrial Panel at Mingtiandi’s annual Singapore Forum, Jai Mirpuri, Head of Southeast Asia at ESR Group, discussed Thailand’s long history of foreign investment and its unique opportunities compared to other Southeast Asian markets. ESR, which acquired a stake in BW last year, entered the Thai market in 2023 and has since built and leased a few hundred thousand square metres of space.   Jai further shared insights on the Data Centre landscape in Southeast Asia, highlighting Malaysia’s growth in the industry due to a spillover effect from Singapore and increased activity in the region.   Read about and listen on the SEA Industrial Panel: https://lnkd.in/g38Zwt7B Mingtiandi - Asia real estate intelligence #MingtiandiSGForum2024    #ESRGroup #ESR #Investment #FundManagement #NewEconomy #Development #SoutheastAsia #IndustrialRealEstate #DataCentres #ForeignInvestment #Growth #CustomerCentric

Can Southeast Asia recover its dealmaking enthusiasm? Between 2015 and 2021, the cumulative deal count for PE and VC more than tripled, and deal value hit a high-water mark of $34.1 billion in 2022. Since then, however, activity in the region has been squeezed more than in other places. Up to this point, activity has been heavily reliant on capital from outside the region, especially for larger PE and VC deals. That reliance on foreign capital has also made the SE Asia market more challenging, as largely those investors have pulled back their activity. One of the major problems that companies need to navigate is how to expand, even across the region. SE Asia has very diverse cultures, laws and regulations, and economic drivers, which makes cross-border growth difficult. This limits much of the activity to areas that are larger in terms of initial market size. Our debut 2024 Southeast Asia Private Capital Breakdown finds considerable opportunities remain among the region's fast-growing and diverse economies. Indonesia, the most populous country, has a bustling tech ecosystem and the largest domestic market. And some are already talking up Vietnam as the "next Indonesia." Check out the report here to learn more: https://lnkd.in/gQGZrY2H

Are Malaysian private companies investment ready? The Edge Malaysia published our analysis on 190+ Malaysian private companies where we assessed their investment appetite (total investment amount sought), sectors they are in based on Bursa Malaysia's classifications, and their overall IPO readiness. Some insights: 💰  66% of companies interviewed have received institutional investment ✅  34 out of 198 companies are profitable, have >RM5 million annual revenue, and >20% annual revenue growth 📊 F&B, Semiconductors, and Technology Equipment are the top 3 sectors on Bursa Malaysia with the highest average post-IPO returns (within 6 months). 15 companies interviewed are in these sectors. "The pool of investment-ready companies is deeper than anticipated, but the work doesn't stop there. We must actively engage with these companies, provide them with capital, insights and co-create their path to IPO." - Shahril Ibrahim (Partner, 500 Global) The analysis was based on interviews with 198 Malaysian private companies from January 2023 to June 2024 by 500 Global. Learn more: https://lnkd.in/gHC7s9WM #malaysia #venturecapital #investments #bursamalaysia #bursa

#Exploring #Investment #Opportunities in #Malaysia's #Growing #Market$ #Malaysia's economy continues to demonstrate resilience and growth, highlighted by the recent surge in initial public offerings (IPOs). The robust activity in the equity market not only reflects the strength of our economy but also signals strong investor confidence in new public listings🌱. Many IPOs have shown impressive returns right from their debut, indicating the potential for lucrative investment opportunities💰. Investors are advised to conduct thorough research and due diligence before making investment decisions, considering the dynamic landscape Malaysia offers with promising returns. The recent trends in IPOs underscore positive economic conditions and the trust investors have in our market🪙. The flurry of IPOs in Malaysia showcases the economy's resilience for businesses raising funds from the equity market and reflects investor confidence in new public listings⏳. While most listings have seen strong returns on their debut, caution is advised. Analysts suggest examining companies carefully before purchasing shares to make informed investment choices 💡. Let's seize the opportunities and invest wisely in Malaysia's future. 🌟 #Investment #Malaysia #IPO #GreenHydrogen #EconomicGrowth #InvestorConfidence

For our next session of Ong Eu Jin Partnership’s “DOWN TO BUSINESS” webinar, Jeremy Goh, Head of Research at Hong Leong Investment Bank will share his thoughts on the Malaysian stock market, which has experienced an exceptional growth this year. Why are there so many IPOs in Malaysia compared to our Southeast Asian neighbours? And what are the factors driving the IPO frenzy in Malaysia? What sectors/industries are the flavour of the day for IPOs? How do business owners make their company more attractive at IPO? What makes an IPO attractive to the investing public? Hopefully, these are questions we can touch on. But we will have to see. The performance of the ringgit. The cutting of interest rates. The US presidential election in November. The expectations for Budget 2025 to be tabled in the Malaysian Parliament. What are their implications to the Malaysian economy? What sectors will benefit from them? How would these affect our stock market? What should be the investment strategy? ... These are some of the questions we will certainly be asking Jeremy. With 17 years of equity research experience, Jeremy leads a team that actively covers over 100 stocks listed on Bursa Malaysia across a range of sectors. Prior to becoming Head of Research, Jeremy spent 10 years as an equity analyst covering the construction sector where he made several award-winning stock calls. 📅 Date & Time: 10th October 2024, 3:30 PM – 4:30 PM 🖥️ Platform: Zoom 👉 Register now to lock in your spot! https://lnkd.in/gjNuYn2X #OEJPartnership #DownToBusiness #CapitalMarkets

Step into the room where opportunities are born. At the Investors Summit Kuala Lumpur 2024, your vision could be the next big idea that global investors back. Are you ready to seize the moment? To learn more visit our website👇 www.businesssummit.net #InvestorsSummit #KualaLumpur2024 #GlobalInvestors #BusinessGrowth #BusinessSummit