PhillipCapital 4th Annual Investment Conference 2013

Checked my email today and found this in my inbox:

Yes! I've been given a FREE invitation by PhilipCapital to attend one of the most anticipated investment event of the year! 

The PhilipCapital 4th Annual Investment Conference 2013 schedule to be held on the 20th July 2013 at the Istana Hotel is considered to be one of the biggest investment event held annually for investors.

What is the PhilipCapital 4th Annual Investment Conference 2013 all about?

This full day power pack seminar will bring over more than 10 prominent guest speakers representing renowned local and foreign fund managers, financial experts, professionals and academicians to share their views and knowledge on the financial markets.

Why should you attend the conference?

• Participants will discover answers to relevant and latest investment topics, products & service
• Special forum on market outlook for both local and global market
• Concurrent sessions with various topics for diverse group of participant
• Numerous exhibitors from fund houses and service providers that offer participants a one-stop centre to explore and compare the latest products and services

Who are the prominent speakers for this event?

Who's who?

1) Mr. Gerald Ambrose is the the CEO of Aberdeen Islamic Asset Management Sdn Bhd. The organization despite being a new fund house in Malaysia, recently launched two new Syariah compliant funds for Malaysia. Despite being new with no track record in Malaysia, their sister company, Aberdeen Asset Management Singapore is rated as one of the top Unit Trust Investment Fund House over there. Funds managed by Aberdeen Asset Management Singapore such as Aberdeen Thailand Fund and Aberdeen Malaysia Fund have both averaged more then 20% annualized returns over 3 years and 5 years. It is expected that their new funds to perform similarly as well since the philosophy of investing are the same across the board.

2) Mr. Ang Kok Heng is the CIO of PhilipCapital Management Sdn Bhd. As Chief Investment Officer, Mr. Ang has managed to consistently ensure that their top performing fund, Philip Master Equity Growth Fund remain in the top 5 rankings under the Category of Equity Malaysia. Most recently, this fund has been the star performer among the top 10 funds by gaining +23.24% returns since 1st January 2013. 

3) Mr. Chen Fan Fai is the CIO of Eastspring Investments Berhad. Formerly of Kenanga Investors Berhad, Mr. Chen bottom up approach investment strategy has seen the rise of many Eastspring's funds. Most notable performance is Eastspring Investments Small Cap Fund which have gained +36.67% since 1st January 2013.

4) Ms. Lee Sook Yee is the CIO of Kenanga Investors Berhad. Personally recommended by Mr. Chen Fan Fai to replace his former post, Ms Lee has managed not only to fill the void left by Mr. Chen but also added some freshness to Kenanga's investment strategy. Their top fund, Kenanga Growth Fund has consistently remained in the top 5 ranking despite the changing of leadership. Exciting times for Kenanga under the stewardship of Ms Lee.

Seminar Details

Interested to Participate in the Conference?

Do contact Philip Capital's general line at 03-2783 0300 or email enquiries@poems.com.my. Early birds (before 30th June 2013) are entitled to a discounted ticket of RM68 only! 

Hope to see you guys and gals there!

Cheers and Happy Investing!

Shane See

If you have any inquiries about investing in unit trust, feel free to drop me an email at sickfreak03@gmail.com. Rest assured that I won't bite. 

(EVENT) Unit Trust Seminar by HWANG IM, hosted by Philip Mutual Berhad

Missed out on the previous Seminar by OSK-UOB Investment Management Sdn. Bhd. on the 25th of March 2013? Well the nice people at Philip Mutual Berhad, Johor Bahru is organising another seminar! This time the presenter would be Miss Jacqueline Chia Su Yin, Hwang IM Regional Manager for Southern Region.

Being one of of the top investment house in Malaysia, Hwang Investment Management Berhad is able to offer investors a variety of funds ranging from Malaysian Equity, Asia Pacific, PRS, Bond to Global Property funds. In the recently concluded The Edge-Lipper Fund Awards 2013, Hwang finished second only to Public Mutual, grabbing 6 Awards!

For the upcoming seminar at Philip Mutual Berhad, Miss Jacqueline will be introducing the following funds:

1. Hwang AIIMAN Growth Fund (Edge Lipper Fund Awards 2013 - Best Equity Malaysia (Islamic) over 5 years)

2. Hwang AIIMAN Select Income (New fund)

Apart from the fund introduction, I believe those present at the seminar will get the chance to get some "special" tips on the market outlook from Hwang IM. Believe me, I have obtained lots of useful information just from attending the previous seminar alone.

For those who are interested to attend, here are the details:

Date	8th April 2013 ( Monday )
Time	7.30 pm to 9.15 pm
Venue	Phillip Mutual Berhad ( Seminar Room ) No. 15, Jalan Molek 1/29, Taman Molek, 81100 Johor Bahru, Johor.
Agenda	7.30 pm   Registration 8.00 pm   Hwang AIIMAN Growth and *Hwang AIIMAN Select Income* by Hwang Investment Management Sdn Bhd 9.00 pm   Questions and Answers 9.15 pm   End *Edge Lipper Fund Awards 2013 - Best Equity Malaysia (Islamic) over 5 years* *New Fund*
Speaker	Hwang Investment Management Sdn Bhd Jacqueline Chia Su Yin Hwang IM Regional Manager, Southern
Other Details	Light Refreshments will be provided

Note:

This event is one of the many series of programs organised by Philip Mutual Berhad in an effort to increase the awareness and exposure of investors to unit trust investment. If you like to know more about the Philip Mutual Berhad, feel free to visit their site at:

www.fame.com.my

Cheers and Happy Investing

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2. Like my Facebook Page
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Market Outlook and More by OSK-UOB Investment Management Berhad

A couple of days ago, I mentioned in my post about this seminar organized by Philip Mutual Bhd (Johor Bahru branch) that will feature speaker Mr. Pang Chon Song, Vice President of OSK-UOB Investment Management Berhad for Southern Region. 

Well guess what? I went to the seminar, made some new friends, listened and took home with me 4 pages worth of notes.

PhilipCapital at Taman Molek, Johor Bahru

Let's get to the juicy points from the seminar:

Outlook for Asian Economy for 2013
For the month of Feb 2013 itself, the Philippines Stock Exchange and the Jakarta Composite Index both gained 7.7%. A clear indication that the Asian market continues to meet economist prediction of another stellar positive growth performance in 2013 (barring any unwanted events such as earthquakes, floods or political unrest of course)

Key Conditions for Asian Market to Rise in 2013

• Interest rate in G7 countries (US, UK, France, Germany, Italy, Canada, and Japan) countries remain low. Shown below is the current Interest Rate and the highest ever interest rate ever achieved for all 7 countries:

Country	Interest Rate as of March 2013	Highest Interest Rate Ever Achieved
US	0.25%	20.00%
UK	0.50%	17.00%
France	0.75%	4.75%
Germany	0.75%	4.75%
Italy	0.75%	4.75%
Canada	1.00%	16.00%
Japan	0.25%	9.00%

Note : I intentionally place the "highest interest rate" figures into the table as a means for comparison as well as to show how low is the current interest rate for these countries.

• US Employment rate drops below 6.5%. Latest figure for March 2013 is 7.7%
• European Central Bank committed to prevent the European Debt Crisis from getting out of control.
• Macroeconomic data such as employment rate, housing, etc from US, Europe and Asia continue to be positive.
• The United States Federal Reserve (FED) continue it's Quantitative Easing (QE) program. Basically the objective is to print more money in order to boost the weak US economy.
• Japan continues in its effort to end deflation, targeting inflation of at least 2%
• China manages to achieve it's GDP growth target of 7.5% in 2013.

All the above are Economic indicators that are directly linked to the Asian Markets. Each one plays a role in boosting the growth of the Asian Economy. In recent months, we see most of the 7 key factors being tackled with positive outcomes such as;

1. G7's commitment towards maintaining low interest rates
2. Cyprus debt crisis averted.
3. US unemployment rate figures are dropping
4. The FED has affirm that the QE will continue till the end of 2013
5. China's new Government are getting their house in order.

Such is the optimism of major investors that even our Kuala Lumpur Stock Exchange (KLSE) have been notching gain after gain for the past 1 week despite the General Election being just around the corner.

Key Conditions for the Asian Market to Falter in 2013

A reverse of the 7 key factors mentioned earlier. 

What About Malaysia's Outlook?

Malaysia? Well concerns over the impending General Election has put many investors and fund managers on caution mode. Mr. Pang mentioned that for funds such as OSK-UOB Kid Trust Fund, their fund managers have already exited most of the holdings in Malaysia Equities, leaving only 8% invested. 50% have been allocated to Bonds, 30% into Asia and 12% is in the form of cash which will be used for buying opportunities after the election.

He also shared that if BN were to win with a reduce majority, we should continoue to see positive growth in Malaysia as the Economic Transformation Plan (ETP) can proceed without delays. A split decision on the other hand would be an  unwelcome scenario for fund managers.

Advice for Malaysia's Outlook before Election?... Invest at your own risk.

Market Outlook aside, what are OSK-UOB Fund Managers focusing on?

This is one of the insightful sharing from Mr. Pang that's worthy of my commendation. In terms of Asia investment, OSK-UOB Fund Managers have identified the following 5 countries with growth potential;

1. China (Cheap valuation. China has the lowest P/E ratio among Asia countries at 10x)
2. South Korea (Cheap valuation with a P/E ratio of 11x)
3. Singapore (Attractive as a financial hub where many Multi-National Companies are listed in the Singapore Stock Exchange)
4. Indonesia (Strong domestic consumption contributing to 65% of the countries Gross Domestic Product)
5. Thailand (Recovering from the major flood of 2011 and has strong domestic consumption)

Why is Philippines not in the list?

Mr. Pang's answer to my question was simple. The Philippines P/E ratio is currently at 17x which is higher then the average P/E ratio of 15x among Asian Countries. That makes Philippines less attractive as it takes longer time (17 years) to recoup their investment. 

What are the Sectors OSK-UOB Fund Managers are looking at?

Mr. Pang highlighted that their fund managers have identified 3 sectors that has potential in terms of low P/E and growth. The three sectors are:

1. Cosmetic Companies from Korea.
2. Tobacco Industry in Indonesia
3. Gambling Industry in Macau

To be honest, when Mr. Pang talked about the potential in Cosmetic Companies, the first two thoughts that came across my mind were K-POP and the birth of a new generation of beautiful men. Wise indeed were the fund managers from OSK-UOB to find such a niche sector for investment as some cosmetic companies in Korea are valuated at only 2x P/E! That's means the fund managers need only 2 years to recoup their initial investment or in other words 50% annual returns!

As for the tobacco and gambling industry, we all know that stocks from these two sectors have always performed well for many can't live without smoking and gambling is a difficult habit to shed. 

Recommended Funds from OSK-UOB?

Before Election:

OSK-UOB KidSave Trust Fund

After Election with BN retaining Majority:

OSK-UOB Malaysia Dividend Fund

After Election without clear Majority:

Stick to OSK-UOB Kid Save Trust Fund

Asia Countries:

OSK-UOB Asia Income Fund

Balanced risk:

1) OSK-UOB Kid Save Trust Fund

2) OSK-UOB Dana Kid Save (a syariah compliant fund that mirrors OSK-UOB KidSave Trust Fund) 

China: 

OSK-UOB Big Cap China Enterprise Fund (Mr. Pang dropped a hint that interested investors should purchase this fund before June 2013, after which once the China government announces their new policies and stimulus package, the potential for high returns are there)

Want to find out more about these funds?

You can obtained more information of the recommended funds by OSK-UOB Investment Management Berhad by visiting eUnittrust.com.my

Cheers and Happy Investing

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2. Like my Facebook Page

3. Join Invest Made Easy Forum HERE

P.s : Thanks Nelson and Ayu for inviting me to the seminar!

(EVENT) OSK-UOB Unit Trust Seminar, hosted by Philip Mutual Berhad

Good news for investors in Johor Bahru! Philip Mutual Berhad is hosting a seminar by OSK-UOB Investment Management Sdn. Bhd. this coming Monday!

Johoreans can take the opportunity to attend this seminar obtain the latest market outlook and also to get a first hand briefing of a newly launched Unit Trust Fund called Asian Income Fund by OSK-UOB Management Sdn. Bhd. 

Details of the seminar:

Date	25th March 2013 ( Monday )
Time	7.30 pm to 9.30 pm
Venue	Phillip Mutual Berhad ( Seminar Room ) No. 15, Jalan Molek 1/29, Taman Molek, 81100 Johor Bahru, Johor.
Agenda	7.30 pm   Registration 8.00 pm   Market Outlook 8.15 pm   OSK-UOB Malaysia Dividend Fund, Kidsave Trust Fund, Big Cap China Enterprise Fund and *Asian Income Fund* by OSK-UOB Investment Management Sdn Bhd 9.15 pm   Questions and Answers 9.30 pm   End *New Fund*
Speaker	OSK-UOB Investment Management Sdn Bhd Mr Pang Chon Song Mr Pang Chon Song, Vice President of OSK-UOB Investment Management Berhad. He joined OSK-UOB in August 2008 to service and support all business partners in Southern Johor Region. He is holding a Diploma in Investment Analysis with The Research Institute of Investment Analysis Malaysia and RMIT University (Australia) as well as Diploma in Computer Studies with NCC, The National Centre for Information Technology, UK. Prior to joining OSK group, Mr. Pang has worked as an Assistant Marketing Manager with Kuok Brothers Group and Tanah Sutera Developer for the past 15 years, focusing in sales and marketing as well as the product development for the companies before expanding his horizon in the investment industry.
Other Details	Light Refreshments will be provided

Entry is FREE! 

For investors who are not able to attend, fret not as I will be posting a write-up after attending this Seminar. 

Hope to see you guys and gals there!

Cheers and Happy Investing

If you like this post, reward me by :

1. Sharing this article on your Facebook!

2. Like my Facebook Page

3. Join Invest Made Easy Forum HERE