麦格理-东南亚-东盟会议2017：印尼取代菲律宾-20170825-ASEAN Conference 2017 Indonesia supplants Philippines-Macquarie.pdfVIP

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麦格理-东南亚-东盟会议2017：印尼取代菲律宾-20170825-ASEAN Conference 2017 Indonesia supplants Philippines-Macquarie.pdf

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ASEAN ASEAN Conference 2017 Top idea by country from our event Indonesia supplants Philippines Target Total Company Ticker Rec Price Return Srisawad Corporation SAWAD TB O Bt69.00 42% Event Tenaga TNB MK O RM18.0 25% Metro Pacific MPI PM O PhP8.30 24%  We hosted 63 corporates and facilitated ~1,200 connections for 285 OCBC OCBC SP O S$12.20 14% Bank Central Asia BBCA IJ O Rp20.4k 9% clients at our 8th annual ASEAN conference in Singapore, bookended by our Note: Priced as of 23 August 2017 Owners Access (Manila) and Infrastructure Commodities (Jakarta) events. Source: Macquarie Research, August 2017 Impact More positive tone on Singapore; Phils  Indonesia: In high demand. Indonesian corporates saw the most demand more negatively biased for meetings, as they made up half of the top 10 requested companies at the Perf. Div. Fwd. Incremental YTD Yield PER bias post event, with lots of attention on the banks. Mining and property saw the least Country (US$) (%) (x) conference attention at the conference. Despite that, coal companies were amongst the Indonesia 13% 2.1 15.5 Neutral most upbeat given buoyant thermal coal prices. Our top conference idea is Malaysia 13% 3.2 16.0 Neutral Philippines 13% 1.6 17.9 Neutral/Negative BCA where we see potential for NIM uplift on balance sheet management in Singapore 21% 3.4 14.1 Positive 2H17 and contin