Post on 06-Feb-2021
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