MQ ASEAN CONFERENCE SITE TOUR #1:
SINGAPORE PROPERTY TOUR 24 AUG 2022
Wednesday, 24 August:

08:45 - 09:00     Networking at Macquarie Office: #21-07, Marina One West Tower

09:00 - 10:15      Singapore Property: 2022 and beyond - Speaker: Christine Li, Head of Research, Asia Pacific, Knight Frank
10:30 - 11:30      Guided site Visit: CapitaSpring -CapitaSpring, latest Grade A office in CBD, is part of the Singapore's redevelopment plan, combining work-live-play spaces in a vertically connected environment. The development is 45% owned by CICT, Singapore's largest commercial landlord.
12:15 - 14:30      Guided site Visit: Jem - Jem, one of Singapore's largest suburban malls which benefitted from WFH was recently acquired by LREIT. The mall now makes up 60% of LREIT's portfolio.

15:00 - 16:00      Guided Site Visit: Residential project, AMO Residence - 372-unit condominium at Ang Mo Kio which saw a 98% take-up over launch weekend.

16:45                   Drop off at Fullerton Hotel or Changi Airport

08:00                  Depart from hotel
08:30 - 09:30     Ministry of Finance - Speaker: Mr Febrio Nathan Kacaribu, Head of Fiscal Policy Agency
10:15 - 11:15     Bank Indonesia (Central Bank) - Speakers: Mr Ramdan Denny, Director of Monetary Management; Mr IGP Wira Kusuma, Director of Economic and Monetary Policies
12:00 - 13:30     Lunch with Ministry of SOEs - Speaker: Mr Pahala Mansury, Vice Minister
14:15 - 15:15     International Monetary Fund - Speaker: Mr James P. Walsh, Senior Resident Representative
15:45 - 16:45     Minimart visit (Sumber Alfarria Trijaya (AMRT IJ): Alfamart Sutan Syahrir, Jl. Sutan Syahrir no. 1C Kel. Gondangdia Kec. Menteng, Central Jakarta
                           FMCG checks at one of AMRT? stores
17:30 - 18:30     Mall visit: Grand Indonesia Shopping Mall, Jl. M.H. Thamrin No. 1, Central Jakarta (Mitra Adiperkasa (MAPI IJ) store,  Ace Hardware Indonesia (ACES IJ) store)
                          Gauging reopening impact on malls and retailers
19:00 - 20:30     Dinner with venture capital - Speakers: Mr David Audy, Operating Partner of East Ventures; Mr Michael Soerijadji, Founder & Managing Partner AC Ventures

Friday, 26 August:

07:45                  Pick up from Mandarin Oriental Jakarta Hotel
08:30 - 11:00     Bank Rakyat Indonesia (Persero) (BBRI IJ) Micro Visit
                           Bank Rakyat Indonesia (Persero) Unit ·Jembatan
                           Jl. Duri 1 No. 2, RT 6/RW 2, Duri Pulo, Kecamatan Gambir, Centrla Jakarta

09:00 - 10:45  UWC (UWC MK; Mkt cap: US$820m)
                        Contract manufacturer with key client base including Tier-1 integrated device manufacturer (IDM) whose clients include HP, Apple, Lenovo and Dell
11:00 - 12:30  ViTrox (VITRO MK; Mkt cap: US$1.5b)
                        ViTrox designs and manufactures automated vision inspection equipment and system-on-chip embedded electronics devices for the semiconductor and electronics packaging industries - across a diversified set of clients
12:45 - 14:30  Lunch with management of Pentamaster (PENT MK; Mkt cap: US$580m)
                        Pentamaster provides automation technology and testing solutions specialising in vision inspection technology (flagship test solutions in ambient and proximity sensors).
15:45 - 17:15  Inari (INRI MK; Mkt cap: US$2.2b)
                        Inari is involved in the Outsourced Semiconductor Assembly and Test (OSAT) & electronics manufacturing services (EMS) industries. Key clients are Broadcom/Apple and Osram/AMS.
17:45               Drop off at Penang International Airport