Investor Day 2021 - Maybank Group's Five-Year Strategy: M25
Our Operating Context (2/2)
Investment trends
continue to show
increasing spend on
digitalisation efforts
across ASEAN, even
during the recent
pandemic, with more
users being on-boarded
on digital banking
platforms.
Companies with high
Environmental, Social
and Governance (ESG)
performance relative to
their sector peers have
done well and continue
to attract capital.
Tech Investment in ASEAN Stayed Resilient at USD5.6 bn
in 1H20, more than Double the Amount in 2H191
Mobile Banking App Users Jumped the Most in
Vietnam, Philippines & Indonesia²
YTD montly active user growth for select mobile banking
apps
USD mn
10
9
8
7
6
5
4
3
2.1
2
1.6
1.2
1.4
1.0 0.9
1
0.5
0.3
0.2
0
Capital Invested
Number of Deals (RHS)
80%
400
70%
8.7
350
60%
300
6.5
50%
5.6
250
40%
+73%
200
4.4
30%
3.6
150
20%
2.2
100
10%
50
0%
Vietnam
1H132H131H142H141H15 2H15 1H162H161H172H171H182H18 1H192H19 1H20
Performance of MSCI ESG index vs MSCI
Asia ex-Japan index
150
140
130
120
110
100
90
༔
+53%
+44%
+33%
+17%
+5%
Thailand
Philippines Indonesia. Malaysia Singapore
Note: Refers to period of Jan to Sep 2020 vs. previous period.
MSCI Asia x Japan ESG Leaders index/MSCI Asia x Japan Index
In Asia ex Japan, MSCI ESG leaders have been
steady outperformers for some and also during
the pandemic.
08
09
10
11
12
13
14
15
16
17
18
19
20
Yr
Source: 1) & 2) "ASEAN X MACRO The Post-Pandemic Normal" by MKE Research @ 13 Nov 2020 3) "Sustainability: New Directions, Expanding Opportunities" by MKE Research @ 20 Oct 2020
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