Financial Literacy & Building Wealth. 4 May 2017

Transkripsi

1 Financial Literacy & Building Wealth 4 May

2 Maybank Kim Eng Investor Seminars 2

3 Apakah Anda Siap Menghadapi Pensiun? 26% orang mengandalkan tabungan di masa pensiun. Bagaimana dengan Anda?

4 Apakah Anda Siap Menghadapi Pensiun?

5 Sudahkah Anda Menyiapkan Dana Pendidikan Anak? Biaya pendidikan naik rata-rata 20% per tahun. Maka dengan asumsi inflasi sebesar 6% per tahun, dalam 9 tahun total inflasi menjadi sebesar 54%. Jika saat ini biaya kuliah di Universitas Negeri Rp 5 juta/semester dengan uang pangkal Rp 20 juta, maka biaya kuliah yang harus anda persiapkan untuk tahun 2024 menjadi sekitar (dengan perhitungan future value) Rp 107,8 juta.

6 Apakah Anda Ingin Menunaikan Ibadah Haji? Menurut Peraturan Presiden (Perpres) Nomor 64 Tahun 2015 tentang Biaya Penyelenggaraan Ibadah Haji (BPIH) Tahun 1436 H/2015 M, Ongkos Naik Haji (ONH) pada tahun 2015 sebesarrp 34 juta. Jika Anda ingin pergi haji 10 tahun lagi, dengan asumsi inflasi 6% per tahun, berapa dana yang harus Anda siapkan?

7 Equity Savings Plan

8 Equity Savings Plan

9 Equity Savings Plan Stock Watchlist ASII BBRI JSMR TLKM Merupakan saham-saham berfundamental baik yang telah diseleksi tim riset MKES. INDF

10 Backtesting Result 1 Lot/Month ASII IJ Misc-Industry Automotive PT Astra Internasional, Tbk 9,000 8, Years (Jan 2007-Dec 2016) 7,000 6,000 5,000 4,000 3,000 2,000 1,000 Total Investasi 49,543,054 Average 4,129 Market Value 99,300,000 Price 7,925 Return 49,756,946 Capital Gain 100% - Jan-07 Mar-07 May-07 Jul-07 Sep-07 Nov-07 Jan-08 Mar-08 May-08 Jul-08 Sep-08 Nov-08 Jan-09 Mar-09 May-09 Jul-09 Sep-09 Nov-09 Jan-10 Mar-10 May-10 Jul-10 Sep-10 Nov-10 Jan-11 Mar-11 May-11 Jul-11 Sep-11 Nov-11 Jan-12 Mar-12 May-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Return/year 10% Average Market Price Note: Return above exclude dividends and additional shares due corporate action. 1 lot every month /100 shares

11 Backtesting Result 1 Lot/Month TLKM IJ Infrastucture Telecommunication PT Telekomunikasi Indonesia, Tbk 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1, Years (Jan 2007-Dec 2016) Total Investasi 18,827,180 Average 1, Market Value 47,760,000 Price 7, Return 28,932,820 1, Jan-07 Mar-07 May-07 Jul-07 Sep-07 Nov-07 Jan-08 Mar-08 May-08 Jul-08 Sep-08 Nov-08 Jan-09 Mar-09 May-09 Jul-09 Sep-09 Nov-09 Jan-10 Mar-10 May-10 Jul-10 Sep-10 Nov-10 Jan-11 Mar-11 May-11 Jul-11 Sep-11 Nov-11 Jan-12 Mar-12 May-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Average Market Price Capital Gain 154% Return/year 15% Note: Return above exclude dividends and additional shares due corporate action. 1 lot every month /100 shares

12 Backtesting Result 1 Lot/Month BBRI IJ Banking Finance PT Bank Rakyat Indonesia, Tbk 14,000 12, Years (Jan 2007-Dec 2016) 10,000 8,000 6,000 4,000 Total Investasi 74,839,721 Average 6,237 Market Value 140,100,000 Price 7,925 Return 65,260,279 2,000 - Jan-07 Mar-07 May-07 Jul-07 Sep-07 Nov-07 Jan-08 Mar-08 May-08 Jul-08 Sep-08 Nov-08 Jan-09 Mar-09 May-09 Jul-09 Sep-09 Nov-09 Jan-10 Mar-10 May-10 Jul-10 Sep-10 Nov-10 Jan-11 Mar-11 May-11 Jul-11 Sep-11 Nov-11 Jan-12 Mar-12 May-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Average Market Price Capital Gain 87% Return/year 9% Note: Return above exclude dividends and additional shares due corporate action. 1 lot every month /100 shares

13 Backtesting Result 1 Lot/Month JSMR IJ Infrastucture Toll-road PT Jasamarga, Tbk 8,000 7, Years (Jan 2007-Dec 2016) 6,000 5,000 4,000 3,000 2,000 1,000 - Total Investasi 42,842,644 Average 3,895 Market Value 47,520,000 Price 4,320 Return 4,677,356 Capital Gain 11% Return/year 1% Average Market Price Note: Return above exclude dividends and additional shares due corporate action. 1 lot every month /100 shares

14 Backtesting Result 1 Lot/Month INDF IJ Consumer Goods Food & beverages PT Indofood Sukses Makmur, Tbk 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1, Years (Jan 2007-Dec 2016) Total Investasi 53,373, Average 4, Market Value 95,100, Price 7, Return 41,726, Capital Gain 78% 0 Jan-07 Mar-07 May-07 Jul-07 Sep-07 Nov-07 Jan-08 Mar-08 May-08 Jul-08 Sep-08 Nov-08 Jan-09 Mar-09 May-09 Jul-09 Sep-09 Nov-09 Jan-10 Mar-10 May-10 Jul-10 Sep-10 Nov-10 Jan-11 Mar-11 May-11 Jul-11 Sep-11 Nov-11 Jan-12 Mar-12 May-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Average Market Price Return/year 8% Note: Return above exclude dividends and additional shares due corporate action. 1 lot every month /100 shares

15 MARKET INSIGHT Maybank KETrade SG Stay Ahead, Trade Smart

16 Market Insight Research App Market Insight was first launched on ios and Android smartphones in Singapore, It is a content publishing platform within Maybank Kim Eng s online trading app that allows retail clients to access research content on-the-go. App was launched in Malaysia and Thailand in 2014, and Vietnam in

17 Market Insight ipad version Showcase daily top calls by MKE s regional research network Provide consensus data Peer comp tables Showcase model portfolio curated by research Access trade orders 17

18 Stocks View Synopsis Consensus data Price performance Charts of key ratio trends Peer comps data 18

19 Model Portfolio View model portfolios from our research team Top picks curated by MKE research 19

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