Industry Transformation Initiative

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 EQ03 - Corporate Strategic Analytics I:  Essentials of Corporate Proposal Analysis

EQ03 - Corporate Strategic Analytics I:  Essentials of Corporate Proposal Analysis

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is designed to enable participants to analyse and evaluate corporate proposals and new issues to better advice clients in an ethical and timely manner.

Who Should Attend

  • Dealers' representatives
  • Futures brokers' representatives
  • Fund managers' representatives
  • Investment representatives
  • Financial planners
  • Futures fund managers' representatives
  • Futures trading advisers' representatives
  • New entrants to the capital markets

  • Programme Delivery

    Learning Outcomes

    On completion of this course, participants will be able to:

    • Identify the current rules, regulations, due diligence relating to corporate proposals and new issues
    • Interpret the key elements of capital raising, especially an IPO
    • Recognise the types corporate actions event, the rational and how it affects corporate proposals
    • Discuss the origination and restructuring exercise 
     
  • Programme Outline

    EQ03 - Corporate Strategic Analytics I: Essentials Of Corporate Proposal Analysis
    8:30am Registration
    9:00am Overview of Regulatory Requirements on Corporate Proposal and New Issues
    • The Regulatory Framework and Types of Corporate Proposals
    • The Relevant Malaysian Laws, Regulatory Requirements and Guidelines 
    10:30am Morning Refreshments 
    11:00am Raising Capital - Private Equity and Capital Market Financing 
    • Appraising Business Proposals and Making Investment Decision
    • Deciding on Capital Structures 
    • Pathways in Raising Capital and Its Advantages and Disadvantages
      • Private Equity Financing 
      • Capital Market Financing 
        • Going Public - Initial Public Offering (IPO) and Its Process
        • Special Purpose Acquisition Stock (SPAC)
    12:30pm Discussion: Dissecting the Prospectus - What to Look Out For
    1:00pm Lunch
    2:00pm Corporate Actions Events
    • Defining Corporate Actions
    • Types of Corporate Actions Events
      • Capital Structure Decisions: Rights Issue, Private Placement and Shares Buyback, Shares Split, and Shares Consolidation etc.
      • Distribution Policies: Cash dividend policies, dividend reinvestment plans, bonus issue, etc. 
    • The Rational for a Corporate Action and Its Impact
    3:15pm Case Study1: Bonus & Rights Issue
    Case Study 2: Shares Buyback
    3:45pm Afternoon Refreshments 
    4:00pm Corporate Restructuring Exercise 
    • Recent Trends and Evolution in the Restructuring of Listed Companies
    • Types of of Corporate Restructuring and the Reasons and Factors Underlying 
    • The process of Restructuring and Issues Arising 
    4:45pm Case Study 3: Merger & Acquisition 
    Case Study 4: Demergers & Spin-offs
    Case Study 5: Privatisation
    5:15pm Debrief
    5:30pm End of Programme
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318