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21-22 August: Penang Tech Tour
21-22 August: Indonesia Consumer & Macro Tour
25 August: Singapore Property Tour
30 August: Philippines D'Halo Halo Tour

Macquarie invites you to join a variety of in-person site tours in Malaysia, Indonesia, Philippines, and Singapore on 21-22 and 25 August. The tours are being held in conjunction with our 14^th Annual ASEAN Conference in Singapore on 23-24 August.

Pre-registration is required, RSVP with interest.

MQ ASEAN CONFERENCE SITE TOUR #1:
PENANG TECH TOUR
Mon-Tue, 21-22 August | Penang, Malaysia
Malaysia is at the heart of Asia's semiconductor footprint. Malaysian E&E companies currently have 7% and 13% global market share for semiconductor assembly & test and packing. The E&E sector contributes ~40% of Malaysia's total exports and is targeted to contribute RM120bn to Malaysia's GDP in 2025 (from RM86bn in 2020) based on the 12th Malaysia Plan. Amid ongoing US-China trade tensions, Malaysia, as a neutral location, has attracted more foreign investments, including Intel and Lam Research, supporting strong growth prospects for the semiconductor supply chain locally. Join us on this tour to Penang, the ?ilicon Valley of the East· where we will meet leading and up-and-coming players. Please RSVP with interest.

Tour Agenda:
Monday, 21 August 2023
0745-0830 Hotel pick-up
0830-1000 UWC (UWC MK) - Matin Ng, Deputy CEO
AI-related as it manufactures chip testers; key clients incl Intel & Teradyne, targeting ASML as new client
1015-1145 ViTrox (VITRO MK) - Chu Jenn Weng, CEO
High-IP name producing vision inspection equipment; demand upside from China EV-related orders
1215-1345 Pentamaster (1665 HK) - Lunch with Julia Gan, Director / Yong Kean Leng, Director (no site visit)
Pentamaster provides automation technology and testing solutions specialising in vision inspection technology (flagship test solutions in ambient and proximity sensors).
1415-1545 SFP Tech (SFPTECH MK) - Ivan Yap, Head of IR
Integrated engineering supporting services, recent expansion will triple capacity; key client Teradyne
1615-1745 Nationgate (NATGATE MK) - Ooi Eng Leong, MD / Tay Seng Chew, Corp Service Director
EMS for PCB components, opportunity to win jobs from Hon Hai affiliates (has agreement with GoldTek 6638 TT)
1745-1830 Transfer back to JEN Penang Georgetown by Shangri-La

Tuesday, 22 August 2023
0810-0820 Gather at hotel lobby
0830-0930 Meeting with Chow Kon Yeow, Penang Chief Minister
1000-1115 TT Vision (TTVHB MK) - Goon Koon Yin, Executive Director
Manufactures inspection modules, mostly for EV & solar segments; beneficiary of "Made in China 2025" (has >70% China contribution)
1145-1315 Ferrotec (6890 JP) - Lunch with Daniel Toby, IR Manager/Susumu Uchida, IR Manager/Anzhi He, IR Representative (no site visit)
1330-1430 SkyeChip (Pre-IPO) - SK Fong, CEO / Galvin Wong, Financial Controller (no site visit)
IP & ASIC solution provider that competes globally, customers are mostly in North Asia; existing products incl HBM3 & DDR5/4 controllers
1445-1600 Inari Amertron (INRI MK) - KC Lau, CEO
Largest semicon name (OSAT) in Malaysia, leverage to Apple via Broadcom (RF chips)
1600-1630 Airport transfer

Note: *To be confirmed/All are meetings with factory visits, unless otherwise noted
This is a working agenda and subject to change.

Suggested Hotel:

Suggested Flight:
20 August: 15:40-17:05 | SQ138 | Singapore to Penang
20 August: 19:30-20:35 | MH1162 | Kuala Lumpur (KUL) to Penang
20 August: 19:10-20:10 | MH5400 | Kuala Lumpur (SZB) to Penang
22 August: 18:00-19:25 | MH5745/SQ137 | Penang to Singapore
22 August: 17:20-18:20 | MH5404 | Penang to Kuala Lumpur (SZB)
22 August: 19:45-20:50 | AK6129 | Penang to Kuala Lumpur (KUL)

MQ ASEAN CONFERENCE SITE TOUR #2:
INDONESIA CONSUMER & MACRO TOUR
Mon-Tue, 21-22 August | Jakarta, Indonesia
Join us as we meet key policymakers from the Central Bank, Ministry of Finance. We will also have the opportunity to make on-the-ground visits to retail players (BUKA, AMRT, ACES, MAPI) and the microfinance-focused firm BTPS. Please RSVP with interest.

Tour Agenda:
Monday, 21 August 2023
0800-0830 Depart from hotel
0830-0930 Ministry of Finance
1015-1115 Bank Indonesia (Central Bank)
1200-1330 Lunch with World Bank (peaker: Habib Rab, Lead Economist)
1400-1530 Meeting with consumer expert: Kantar International
1615-1700 Store visit: Ace Hardware Indonesia (ACES IJ) store
Grand Indonesia Shopping Mall
1715-1800 Store visit: Ace Mitra Adiperkasa (MAPI IJ) store
Grand Indonesia Shopping Mall
1900-2030 Indonesian dinner with political expert

Tuesday, 22 August 2023
0745-0830 Pick up from Mandarin Oriental Jakarta Hotel
0830-1100 Bank Rakyat Indonesia (Persero) (BBRI IJ) Micro Visit
1330-1430 Minimart visit (Sumber Alfaria Trijaya (AMRT IJ))
Central Jakarta FMCG checks at one of AMRT's stores

This is a working agenda and subject to change.

Suggested Hotel:
21-22 August: 21-22 August: Mandarin Oriental, Jakarta
Address: Jalan M H Thamrin, Jakarta
Room Rate: Deluxe room - US$140.00+21% taxes, inclusive of One (1) Breakfast
**Cancellation policy: 24 hours prior to the day of arrival by 2pm JK time.

Suggested Flight:
20 August: 17:20-18:05 | SQ 964 | Singapore to Jakarta
20 August: 16:10-17:35 | MH 723 | Kuala Lumpur to Jakarta
22 August: 14:10-17:00 | SQ 959 | Jakarta to Singapore
22 August: 16:05-19:25 | MH 720 | Jakarta to Kuala Lumpur

MQ ASEAN CONFERENCE SITE TOUR #3:
SINGAPORE PROPERTY TOUR
Fri 25 August | Singapore
Macquarie invites you to our 14th Annual ASEAN Conference - Singapore Property Tour on Friday, 25 August 2023. Join us for a guided site visit and discussion, where we will be touring properties plugged into new economy sub-sectors. This event is being held in conjunction with our ASEAN Conference (23-24 August) in Singapore. Please RSVP with interest.

Tour Agenda:
Friday, 25 August
0845-0900            Pick up from Fullerton Hotel
0900-1015            Singapore Property: 2023 and beyond
Speaker: Christine Li, Head of Research, Asia Pacific - Knight Frank
Christine has over 15 years of industry experience and co-ordinates regional forecasts and market outlook for clients across the office, industrial and residential sectors. Her coverage also includes specialist asset classes such as student accommodation, multi-family and data centres.
1045-1145            Guided site Visit: Industrial ·modern vs traditional ramp-up facility
To visit two ramp-up logistics facilities in Tanjong Penjuru to compare and contrast between old vs new. The assets are currently owned / managed by ESR-LOGOS. Notably, older industrial properties are being redeveloped into higher-spec assets.
1215-1430            Guided site Visit: Paya Lebar Quarter (PLQ)
A S$3.2b mixed-used development next to Paya Lebar MRT interchange station owned by Abu Dhabi's sovereign fund (70%) and Lendlease (30%). It comprises three Grade A office towers (1m sqft), a retail mall (7 floors with over 200 stores), and a 429-unit residential project. The property has a BCA Green Mark Platinum certification and has been awarded the International WELL Building Institute? (IWBI) WELL Core & Shell Certification at Gold level, a first for a commercial office development in Singapore.
1500-1600            Guided Site Visit: Data Centre - KDC SGP 4
Data Centres are one of the key development areas in Singapore, with the moratorium on new data centres recently lifted in early 2022. KDC SGP 4, completed in 2017, is a five-storey carrier-neutral and purpose-built facility providing data centre solutions and dedicated colocation suites. It is sited in the Tampines Industrial Park A and certified with the BCA Green Mark Platinum Award and Leadership in Energy & Environmental Design (LEED) Gold Award since 2017.
1645                       Drop off at Fullerton Hotel or Changi Airport
This is a working agenda and subject to change.

Suggested Hotel:
24 August: The Fullerton Hotel Singapore (1 Fullerton Square Singapore 049178)

MQ ASEAN CONFERENCE SITE TOUR #4:
PHILIPPINES D'HALO HALO TOUR
Wed 30 August | Singapore
Join us for a tour that covers a good cross section of the Philippines economy, highlighting the importance of trade and consumption.
Please RSVP with interest.

Tour Agenda:
Wednesday, 30 August
0815-0900 Depart from hotel
0900-1000 RRHI Distribution Center in Sucat, Paranaque
1100-1200 SMPH reclamation tour
1200-1400 Lunch in Conrad Hotel
1500-1700 One Ayala Bus Terminal / BPO Offices + Ayala Land Premier showroom tour
1800 Filipino dinner
This is a working agenda and subject to change.

Suggested Hotel:
29-30 August: Fairmont Makati (1 Raffles Drive, Makati Avenue, Makati City 1224, Philippines)

Suggested Flights:
29 August: 19:25-23:00 | SQ 918 | Singapore to Manila
30 August: 21:40-01:20(+1) | 3K766 | Manila to Singapore
31 August: 07:40-11:20 | SQ 915 | Manila to Singapore

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