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Southeast Asia M&A: Ready to rebound
2020 proved to be a challenging year for dealmaking across the globe, but there are plenty of causes for optimism ahead, especially for Southeast Asia. Regional consolidation is expected to be a major driver of M&A activity as larger companies look to capitalise on growth opportunities amidst the ongoing pandemic, while the shift in supply chains away from China is also expected to benefit Southeast Asia significantly. As capital markets continue to soar and costs of borrowing remain relatively low, Southeast Asian M&A should be primed for a strong rebound year. Our panel of experienced dealmakers discuss what to expect in 2021 and beyond.
- How has the COVID-19 outbreak affected M&A activity in the region, and what acquisitions trends have emerged from this global event?
- Which are the next big sectors, and how should corporate and financial investors approach these opportunities?
- Will capital markets continue to surge, and what does this mean for M&A?
- Which types of financing structures will prove most popular during this period?
Navigating uncertainty: A risk management primer
While most companies initially reacted to the market shock by prioritising the preservation of cash flow and taking a risk averse approach towards strategic growth, a significant portion have gradually returned to the market to seek out new opportunities that have arisen. Under the current volatile and uncertain external environment, dealmaking comes with additional risk. Therefore, corporates must be well-positioned to counteract these threats, whether it is through comprehensive due diligence work, extensive integration planning, or appropriate forms of transaction insurance. This panel will examine the risks associated with M&A in the current climate, as well as the strategies to mitigate them.
- What can businesses do to ensure that they are risk-ready?
- What are the top external risks against dealmaking in the year ahead?
- How can warranties and indemnities help mitigate risks in a transaction?
- How can companies avoid the common pitfalls of integration and create synergy through a merger?
Succeeding in a digital economy
Southeast Asia has always been considered a tech-savvy region, and the ongoing pandemic has sped up the digital adoption process even further. Temasek’s latest report indicates that approximately 70% of Southeast Asia’s population is now online and the region’s internet economy is expected to hit USD$300 billion by 2025. This transition not only means companies need to enhance their online presence and digital capabilities, but also opens opportunities for related sectors such as distribution and infrastructure. This panel will discuss Southeast Asia’s accelerated digital boom and strategies to capitalise on its potential.
- What are some digital opportunities that have emerged from the new normal?
- How can M&A help corporates build up online capabilities and enhance their digital offerings?
- Which markets offer the most potential for TMT M&A?
- What are some challenges of investing in this sector and how can they be overcome?
Case study: An effective approach to ESG for corporates
This session will highlight the importance of corporate ESG initiatives, compliance and communications, which has become a key consideration for investors exploring M&A opportunities in the region.
Cross-border: An investment hotspot
Known for its vast economic potential, Southeast Asia has established itself as a preferred destination for investment in recent years, as indicated by the year-on-year growth in inbound dealmaking statistics prior to the virus outbreak. While COVID-19 hindered cross-border deal flow in 2020, the region continues to draw significant interest from Japan, Korea, and China as investors look to strengthen their positions in existing markets and develop a presence in new ones. Our panel of experienced investors and dealmakers outline the driving forces for cross-border activity and discuss hotspots within the region.
- Will cross-border activity experience a rebound in 2021?
- What types of opportunities are overseas investors looking for in the region?
- What are some challenges for cross-border investors when conducting due diligence on Southeast Asian targets, especially in a virtual-only environment, and how do these differ from country to country?
- What obstacles might Chinese investors face when considering expansion into Southeast Asia?
Presentation: Streamlining the M&A process through technology
This session will showcase how data and intelligence can play a crucial role in optimising the M&A process.
Consumer: Ripe for growth
A sizeable consumer market is emerging in Southeast Asia. Research suggests that the region’s middle class will surpass 350 million people by 2022, with disposable income expected to total USD300 billion. As a result, investors, both domestic and overseas, have taken a keen interest in Southeast Asia’s consumer potential and are actively seeking ways to ride the wave and capture growth. Our experienced panellists share their experiences of operating in this sector, including strategies for success and pitfalls to avoid.
- What are some of the region’s unique consumer trends?
- Which countries in Southeast Asia have the most upside for growth?
- How are opportunities evolving in each subsector: retail, healthcare, and education?
- How should corporates evaluate M&A and partnership opportunities?
Private equity and SPACs: A new era
With record high dry powder numbers and pent-up demand for deals, private equity activity is set to bounce back in 2021 and contribute significantly to Southeast Asian M&A. Consumer and technology-oriented sectors have proved to be popular hunting grounds over the years and will remain so for not only private equity investors, but also a new wave of SPACs. Meanwhile, partnerships involving family-owned conglomerates have historically been few and far between, but this trend may see a shift as businesses owners assess various strategies to combat the aftereffects of the pandemic. This panel explores opportunities in the region for financial investors and what type of relationships can be cultivated between private equity and corporates moving forward.
- How has the influx of private equity players impacted the regional M&A landscape?
- Which up and coming sectors are capturing the interest of financial investors?
- How is private equity perceived by larger conglomerates in the region and are there opportunities to work together going forward?
- How will the emergence of SPACs affect deal flow and exits?
End of conference
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