SMART INVESTING: LEARN HOW TO TRADE AT YOUR OWN PACE

BY BURSA MALAYSIA

23 October 2020

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SPEAKER’S PROFILE

Ms A.A Deepa is the Senior Vice President of Education in Bursa Malaysia. She is responsible for the development and implementation of education initiatives and advocacy programmes aimed at increasing awareness amongst various stakeholders.

She is an Associate Member of The Malaysia Institute of Chartered Secretaries and Administrators and holds a Masters in International Management with Royal Melbourne Institute of Technology.

Ms A.A Deepa

Senior Vice President,

Education,

Bursa Malaysia

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Syafiq Azman

Senior Manager,

Retail Development,

Bursa Malaysia

Syafiq started his career with UOB Malaysia in the Corporate Strategy department before moving to Global Markets department as a treasury dealer. He then joined Bursa Malaysia in 2018 and was the brainchild behind the recently launched ‘Mirror, Learn and Trade’ (MLT) platform, an initiative to facilitate investors to view stock ideas from industry leading Analysts.

Syafiq holds a Degree in Accounting and Finance from the University of West of England, UK and a MBA in Global Business from Coventry University.

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WHAT IS INVESTMENT AND HOW DOES IT WORK?

About

MONEY?

EXTRA

income &

DIVIDEND?

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Increase current income

Achieve financial goals

Improve standard of living

Prepare for retirement

WHY DO I NEED TO INVEST?

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QUESTIONS YOU NEED TO ASK YOURSELF?

1. What kind of risk is involved?

2. What types of returns can I

expect?

3. How quickly can I get my money

back if I need it?

4. Can I reduce my risks

(diversification)?

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HOW CAN I LEARN?

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HOW CAN I LEARN?

Technology has consumed our lives, and we have become heavily reliant on

the devices to make our lives simple and easy.

e-Learning is often considered to be equally or more effective than face-

to-face learning. The benefits:

✓ Quick way of learning

✓ Saves time and money

✓ Able to access anywhere and anytime

✓ Up-to-date information

✓ Learning materials are downloadable and it’s FREE

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Financial Knowledge –

Those who have low financial literacy are significantly less

likely to invest in stocks.

Risk Tolerance –

Risk-averse individuals choose to opt out of stock

investment.

Herd Behavior –

Investors follow what they perceive other investors are doing, rather

than their own analysis.

Hassle Factor –

Acquiring knowledge on stock investment is both

tedious and time consuming.

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Why is Investor Education Important

The objective of investor education is to provide a

comprehensive investment literacy outreach to build a

pool of informed investors by deploying the 3Es:

o ENGAGE

o EDUCATE

o EMPOWER

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Why is Investor Education Important

▪ Programmes are designed to improve investors’

investment knowledge so that more informed

investors enter the market in a responsible manner.

▪ Education is segmented based on knowledge level:

o Future Investors

o Beginners

o Existing Investors

o Market Savvy/Professional Investors

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Why is Investor Education Important

We are facilitating webinars until end of November 2020:

follows:

Build a Diversified Portfolio with

Exchange Traded Bonds & Sukuk

(ETBS)

I English 26 Oct 2020 (Mon)

8.30pm-10.00pm

Memilih Saham Menggunakan

Analisa Teknikal

BM 28 Oct 2020 (Wed)

8.30pm-10.00pm

Profit in Bull and Bear Markets

with L&I ETFs

English 2 Nov 2020 (Mon)

8.30pm-10.00pm

How to Catch Rebound Stocks in a

Downtrend Market

Mandarin 4 Nov 2020 (Wed)

8.30pm-10.00pm

Risk and Portfolio Management in

Volatile Market

English 9 Nov 2020 (Mon)

8.30pm-10.00pm

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Why is Investor Education Important

Riding the Big Trend I Mandarin 11 Nov 2020 (Wed)

8.30pm-10.00pm

Rise of 5G: From Infrastructure to

Consumer Devices

English 16 Nov 2020 (Mon)

8.30pm-10.00pm

Candlesticks Pattern Masterclass Mandarin 18 Nov 2020 (Wed)

8.30pm-10.00pm

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LET BURSA ACADEMY SOLVE THE QUERIES YOU HAVE

Bursa Malaysia launched Bursa

Academy in June 2020, an e-

learning platform intended to

help educate retail investors.

It aims to become a reliable

source in promoting investor

education and boosting the

country’s financial literacy.

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simplified

user-friendlyone stop

e-Learning Platform

Learn at Your Pace

Anytime Anywhere

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Enables ‘on-the-go’ learning covering the three markets i.e. equities,

derivatives and Islamic

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Offers information and learning materials in various forms to enhance the

effectiveness of learning such as short animated videos, webinars,

infographics, articles, gamifications, quizzes and short courses.

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Beginners

Existing Investors

Market Savvy

Investors

Provides investors with a continuous and holistic learning journey

reaching across all segments

Next Generation

of Investors

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Certificates will be provided upon completion of the short e-learning courses

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‘Mirror, Learn and Trade’ (MLT) is an

interactive digital platform on Bursa

Marketplace that will provide an

Investor the opportunity to learn how

to strategize and manage an equity

portfolio from a Trader.

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What is an Investor?

IDENTIFICATION CARD

Name: Adam

NRIC: XXXXXXXXXXXX

❑ An Investor is a user of MLT.

❑ Must be a Bursa Marketplace

registered user.

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What is a Trader?

LICENSED ANALYST

Name: Patrick

Organization: XXXX

❑ A Trader is a licensed analyst

appointed by Bursa Malaysia to

participate in MLT.

❑ Appointed Traders are experienced

professionals in the capital market

currently employed with financial

institutions in Malaysia.

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Meet our 13 Appointed Traders

Brian YeohAffin Hwang

Azim FarisBIMB

Jeremie YapAmInvestment

Kong Seh SiangCGS CIMB

Khairul AzizieBIMB

Daryl LawInter Pacific

Ahmad RamzaniKenanga

Kenneth LeongMalacca

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Meet our 13 Appointed Traders

Jeff LyeTA Securities

Nik Mohd IhsanMaybank

Chiong Tong ChaiRHB

Denny OhMercury

Lee Siao PingPublic

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MLT – Home Page

Go to www.bursamarketplace.com/mlt

Click “Sign In”

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RM100KInitial Virtual Capital

10Mirror Counters Max

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This displays the list of participating Traders and their portfolio performance.

This displays the top Investors in the platform. The Investors are ranked by their portfolio value.

MLT – Discover Page

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Click “Mirror Portfolio” to mirror all the equities in the Trader’s portfolio.

Click to mirror an individual counter.

Click to stop mirroring an individual counter.

MLT – Trader’s Portfolio Page

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This page displays the current equity holdings the Investor has in their portfolio.

MLT – My Portfolio Page

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This page displays the latest updates and comments made by the Traders.

Click “Reply” to engage (ask/comment/reply) with the Traders.

MLT – MLT Community Page

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JOIN OUR PLATFORM#BeAnInformedInvestor

Register Mirror Join The Community

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Unlock a World of Financial Learning

Bursa Academy is a

comprehensive one-stop e-

learning platform that aims to

provide investors with a

continuous and holistic

learning journey.

Learn more at Bursa Academy website now:www.bursaacademy.bursamarketplace.com

Unauthorised

Withdrawals

Illegal

Internet

Investment

Scheme

Unauthorised

Use of Credit

or Debit Card

Illegal Foreign

Exchange

Trading

Scheme

Misuse of

BNM’s &

Senior

Officers'

Names &

Positions

TYPES OF FRAUD

1 2 3 4 51

Macau Scam Modus

Operandi

Source: Cybersecurity Malaysia

Suspects calls a victim and

pretends to be a bank or police

officer

As the victim receives a call

and is on the line, the suspect

transfers the call to another

department or provides a

number and requests the

victims to call back

The suspect makes sure the

victim panics and thereafter

requests a money transfer to a

specified bank account

(personal account number)

The scammer

withdraws money

Get-Rich-Quick" schemes

• Offers high or unrealistic rates of return for a small amountof investment

• If the offer is too good to be true, it probably is.

• Illegal schemes or scams are often advertised through spamor 'cold-calling’.

• You should remain wary and should make an effort to verifythe validity of the promised high returns.

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Q&A

DISCLAIMER:

These presentation slides are owned by Bursa Malaysia Berhad and/or the Bursa Malaysia group of companies (“Bursa Malaysia”). Whilst Bursa Malaysia endeavors to

ensure that the contents in this presentation are accurate, complete, current and have been obtained from sources believed by Bursa Malaysia to be accurate and

reliable, neither Bursa Malaysia or the presenter of this presentation make any warranty, express or implied, nor assume any legal liability or responsibility for the

accuracy, completeness or currency of the contents of this presentation. In no event shall Bursa Malaysia be liable for any claim, however arising, out of or in relation

to this presentation.

This document shall be used solely for the purpose it was circulated to you. This document is owned by Bursa Malaysia Berhad and/or the Bursa Malaysia group of

companies (“Bursa Malaysia”). No part of the document is to be produced or transmitted in any form or by any means, electronic or mechanical, including

photocopying, recording or any information storage and retrieval system, without permission in writing from Bursa Malaysia.

Copyright Bursa Malaysia Berhad 2019 (30632-P)

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Thank you