Asean Facts:

ASEAN - Large Producer of Commodities

90% of the world’s crude palm oil, 70% of all natural rubber, and a quarter of the world’s rice is grown in the region.
Source: Economist Intelligence Unit 2014
Asean Facts:

A Big Producer of Cars, Trucks & Buses

In 2013, ASEAN became the world’s seventh largest producer of cars, trucks and buses – an increase over the previous year of 4.99%.
Source: Economist Intelligence Unit 2014
Asean Facts:

Biggest Automotive Market

ASEAN is forcasted to become the 6th biggest automotive market globally by 2018
Source: Frost & Sullivan
Asean Facts:

One of the Largest Electronics Assembly Bases in Southeast Asia

A world leader in production of hard drives, integrated circuits, and semiconductors, Thailand is also ASEAN’s largest production base in the electrical appliances sector, the world’s second largest producer of air-conditioning units, and is the fourth largest for refrigerators
Source: Invest in ASEAN
Asean Facts:

Low Cost Carrier Seat Capacity Growth

Low-cost carriers from ASEAN members accounted for more than half of global low-cost carrier seat capacity growth in the first half of 2013.
Source: Amadeus, October, 2013
Asean Facts:

The ASEAN Expansion of International Retail Brands

6 out of the top 10 countries where international retailers intended to open stores in 2014 are in ASEAN
Source: CBRE Group Research
Asean Facts:

Emerging and Important Electronics Exporter

Vietnam has emerged as an important electronics exporter, with E&E products overtaking coffee, textiles and rice to become the country’s top export item in 2012, as well as capturing a six percent share of the computer and telecom equipment market
Source: Asean Briefing
Asean Facts:

World's Second Largest Facebook Users

ASEAN is the world's second-largest community of Facebook users, behind only United States
Source: McKinsey & Company, Understanding ASEAN: Seven things you need to know
Asean Facts:

Electronics Sector on the Rise

High quantities of the world’s consumer electronics like televisions, radios, computers and cellular phones come from the ASEAN region. More than 80% of the world’s hard drives are made in ASEAN.
Source: Invest in ASEAN
Asean Facts:

High Smartphone Penetration

Singapore has the fourth highest smartphone penetration in the world and 73 percent of its population online and is the most mobile payment ready member state, followed by The Philippines, Malaysia and Thailand.
Source: McKinsey & Company, Understanding ASEAN: Seven things you need to know
Asean Facts:

Rich Reserves of Oil and Natural Gas

With 5.5 trillion cubic metres of natural gas reserves and a 6.40% increase in production, ASEAN is now ranked the third largest producer in the world.
Source: Economist Intelligence Unit 2014
Asean Facts:

A Major Global Electronic Manufacturing Services Hub

From four companies in 1970, Malaysia’s electronic and electric industry today has expanded to more than 1,695 companies with total investment of around US$ 35.5 billion and a workforce of more than 600,000 people
Source: Invest in ASEAN
Asean Facts:

8th Fashion Capital in the World

Singapore is ranked as the 8th fashion capital in the world, and 2nd in Asia, next only to Hong Kong
Source: Global Language Monitor
Asean Facts:

The Travelling Consumer

ASEAN is the world’s 3rd largest in number of flights, domestically and internationally. 50% of arrivals in ASEAN countries are from other ASEAN countries.
Source: Economist Intelligence Unit 2014
Asean Facts:

ASEAN is one of the most Productive Agricultural Sectors in the World

Rice production in 2015 is forecast to increase by 3% to 132.87 million tons and exports to 18.28 million tons
Source: Invest in ASEAN
Asean Facts:

Tourism - a Key Growth Sector in ASEAN

In 2012, ASEAN was the fastest growing destination-region in the world, followed by South Asia
Source: Pacific Asia Travel Association (PATA)
Asean Facts:

A Quarter of Global Fish Production

Of the world’s top ten largest fish producers, four are from ASEAN - Indonesia, Thailand, Vietnam, and The Philippines
Source: Invest in ASEAN
Asean Facts:

100 Million Internet Users by 2016

Indonesia has 282 million mobile subscriptions and is expected to have 100 million internet users by 2016
Source: McKinsey & Company, Understanding ASEAN: Seven things you need to know
Asean Facts:

Mobile Penetration Rate

Mobile penetration rates in Vietnam, Laos, and Cambodia went from less than 5% to more than 70% in less than a decade
Source: McKinsey & Company, Understanding ASEAN: Seven things you need to know
Asean Facts:

Vehicle Sales

The 5th largest single marketplace for vehicle sales in the world is ASEAN.
Source: Economist Intelligence Unit 2014
Asean Facts:

The Auto Industry in ASEAN shows Strong Growth

Combined motor vehicle sales in six major ASEAN countries (Indonesia, Malaysia, Thailand, The Philippines, Vietnam and Singapore) reached an all time high of 3.5 million units in 2012, almost double of sales figures in 2007 which is 1.9 million units
Source: Invest in ASEAN
Asean Facts:

Textile - one of the Largest Export Products from ASEAN

In the first quarter of 2013, Vietnam’s garments and textiles exports have reached US$ 3.7 billion or a year-on-year rise of 18.3%
Source: Invest in ASEAN
Asean Facts:

Global Leader in the Issuance of Sukuk

ASEAN leads the way as the global leader in the issuance of Sukuk (Islamic bonds), dominating this sector with 74% of the world’s Sukuk issued.
Source: Economist Intelligence Unit 2014
Asean Facts:

Foreign Ownership

ASEAN has registered considerable progress in loosening the restrictions on foreign ownership of companies in the financial services sector, with 75% ownership now possible with minimal red tape.
Source: McKinsey Global Institute Analysis
Asean Facts:

The Rapid Connection of 600 Million People

Five ASEAN countries rank among the world's 50 most connected nations
Source: Comtrade: IHS, World Trade Organization: Telegeography: World Bank: McKinsey Global Institute analysis
Asean Facts:

Household Income Going Up

ASEAN as a region will be the world’s 3rd largest with household income of US$10,000 or more in 2018
Source: Economist Intelligence Unit 2014
Asean Facts:

No. 1 Logistics Hub

Singapore is ranked as the No. 1 logistics hub among 155 countries globally. Singapore scored 4.13 in the Logistics Performance Indicator (LPI) 2012, which uses a 1-to-5 scale (5 as the highest) in rating countries’ logistics
Source: World Bank
Asean Facts:

Medical Tourism becoming a Niche Sector in ASEAN

Thailand’s health tourism is worth about US$ 2 billion and receives 40% of medical tourist arrivals in Asia
Source: Invest in ASEAN
Asean Facts:

The Largest Cargo Airport in the World

The Changi Airport in Singapore is the largest cargo airport in the world. It handles 2 million tonnes of cargo annually, services 6,500 weekly flights, and connects 240 cities in 60 countries
Source: Invest in ASEAN
Asean Facts:

A Boom in the Trade of Medical Devices

ASEAN’s medical device market, which was worth about US$4.6 billion in 2013, is expected to double to US$9 billion by 2019
Source: Pacific Bridge Medical.
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27 March 2015 08:12 (GMT/UTC+08:00) - Thomson Reuters
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25 March 2015 18:59 (GMT/UTC+08:00) - Thomson Reuters
RPT-Indonesian stocks face risks from debt spike as rupiah weakens 
27 March 2015 08
source: mson Reuters

(Repeats story first published on Thursday, no change to text) By Fransiska Nangoy JAKARTA, March 26 (Reuters) - Fund managers and foreign investors are bailing out of Indonesian stocks as worries grow that a perfect storm of a sliding rupiah, record levels of foreign debt and rising import costs could bring some businesses to their knees. Making matters worse, the benefits of a falling rupiah to Indonesia's major agricultural and mineral exports have been eclipsed by a steep decline in commodity prices. The biggest concern for investors is a tripling of private foreign debt since the 2007 financial crisis. The fear is that sustained currency weakness will start ramping up the debt burden and servicing costs, crunching corporate earnings in the process. Moreover, the rupiah's 5 percent fall against the dollar this year on top of the 2 percent slide in 2014 means most offshore investors are sitting on losses on their original investments. That confluence of factors could trigger a wave of foreign capital outflows from the stock market where foreigners account for 40 percent of equity transactions. Citing currency weakness, Edward Lubis, president director of Bahana TWC Investment which has 28 trillion rupiah ($2.15 billion) under management, said: "We are reducing our position on equity. We are on neutral now, and we are less optimistic than we were a month ago." That pessimism is borne out by the Jakarta stock index <.JKSE> , which though up 3.4 percent this year in rupiah terms, is still among the worst performers in the region in dollar terms. The rupiah's decline has taken it to around 13,000 per dollar, hurting profits for foreigners in a market that is already trading expensively at 17 times earnings. Norico Gaman, head of research at BNI Securities, estimates the bulk of foreign equities money came in at an average rate of 12,200 rupiah per dollar, meaning they are already sitting on currency losses of 6.5 percent. <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Chart on Indonesia external debt: http://bit.ly/1IoqIqV ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> DEBT FLASH POINT The main worry, analysts say, is that the relentless rise of foreign debt could be the potential flash point for investors ploughing money into equities of Southeast Asia's biggest economy. "Even if exports are helped by the weaker rupiah, it would not be enough support to the market," said Harry Su, head of research at Bahana Securities. "There are more factors that will drag the market down, such as foreign debt and import costs." Private sector external debt, excluding the financial sector, has jumped threefold since 2007, hitting $121.18 billion at the end of 2014 or 41 percent of the country's foreign debt. According to Nomura strategist Mixo Das, 40 percent of Indonesian corporate debt funding is from abroad, which makes it difficult to support a strong stock market amid a weakening currency. An analysis of foreign debt at 44 Indonesian firms by Ferry Wong, Citi's equity strategist, shows 11 of them have net foreign debt above 50 percent of equity. Plus, several of them including media companies PT MNC Sky Vision Tbk <MSKY.JK> and PT Visi Media Asia Tbk <VIVA.JK> do not hedge their debt, meaning the debt burden surges as the currency weakens. Earnings could also take a hit because of the high interest costs, especially if foreigners start slowly exiting the high-yielding bond market and so pushing up interest rates. UBS emerging market strategist Bhanu Baweja warns that any volatility in rates could hurt sectors such as consumer discretionary, financials and industrials, which have so far supported the stock market. Foreign ownership of the government bond market has fallen 2 percentage points to around 38.4 percent since the beginning of March. Ten-year yields <ID10YT=RR> have climbed to 7.5 percent from 6.9 percent. "You are betting on the sectors where bond market performance is necessary," Baweja said. (Editing by Vidya Ranganathan & Shri Navaratnam) ((Fransiska.Nangoy@thomsonreuters.com; +62 21 2992 7610; Reuters Messaging: fransiska.nangoy.thomsonreuters.com@reuters.net)) Keywords: MARKETS INDONESIA/STOCKS