UOBM Investment Highlights

UOBM: Investment Highlights

  • Strong Credit Ratings & Strategic Importance:

    • Rated AAA (RAM), Tier 2s at AA1.

    • 100% owned by UOB Group (Aa1 Moody's, AA- S&P, AA- Fitch).

    • Strategic asset and profit contributor.

  • Proven Track Record & Profitability:

    • 1Q25 Return on Equity: 13.2%.

    • Largest foreign bank in Malaysia by assets.

    • PBT CAGR (2020-2024): 13.4%.

  • Strong Capital and Liquidity:

    • CET1: 15.1%, Total CAR: 18.4% (as of Mar 31, 2025).

    • LCR: 147.4% (as of Mar 31, 2025).

  • Prudent Reserve Coverage:

    • Diversified loan portfolio.

    • Loan loss coverage: 90% (as of 1Q25).

    • NPL%: 2.2% (as of 1Q25).

UOB Overview

  • Founding:

    • Founded in 1935 by Chinese businessmen and Datuk Wee Kheng Chiang.

  • Expansion:

    • Grown organically and through acquisitions, with a presence in 19 countries and territories.

  • Key Statistics for 1Q25:

    • Gross loans: SGD341b (USD254b).

    • Customer deposits: SGD401b (USD299b).

    • Loan / Deposit ratio: 84.0%.

    • Net stable funding ratio: 116%.

    • All-currency liquidity coverage ratio: 143%.

    • Common Equity Tier 1 ratio: 15.5%.

    • Leverage ratio: 7.3%.

    • Return on equity: 12.3%.

    • Return on assets: 1.11%.

    • Net interest margin: 2.00%.

    • Non-interest income / Total income: 34.1%.

    • Cost / Income: 42.6%.

    • Non-performing loan ratio: 1.6%.

  • Credit Ratings:

    • Moody's: Aa1 (Stable), P-1.

    • S&P: AA- (Stable), A-1+.

    • Fitch: AA- (Stable), F1+.

Proven Track Record

  • Management Stability:

    • Proven track record in navigating global events.

    • Stable management team ensures consistent strategy execution.

    • Disciplined management supports resilience and performance.

  • NPAT Trend:

    • Consistent growth in Net Profit After Tax (NPAT) over the years, driven by organic growth and strategic acquisitions.

    • NPAT in 2024: $6,045m.

Comprehensive Regional Banking Franchise

  • Extensive Regional Footprint:

    • Presence in multiple countries including Myanmar, Greater China, Thailand, Malaysia, Vietnam, Philippines, Singapore, Australia, and Indonesia.

    • Most diverse regional franchise among Singapore banks.

  • 1Q25 Performance by Segment:

    • Group Wholesale Banking Income: SGD1.7b.

    • Group Income: SGD1.3b, Assets under management: SGD189b.

Comparison Against Peers

  • Standalone Strength:

    • UOB has competitive credit ratings from Moody's, S&P, and Fitch.

  • Cost Management:

    • Cost/income ratio: 43%.

  • Liquidity:

    • Loan/deposit ratio: 84%.

  • Returns:

    • Return on average assets (annualized) ratio: 1.1%.

Capital and Leverage Ratios

  • Common Equity Tier 1 CAR:

    • UOB's Common Equity Tier 1 Capital Adequacy Ratio (CAR) is competitive compared to peers.

    • Fully-loaded: 15.5%.

  • Return on Average Equity:

    • 12.3%.

  • Reported Leverage Ratio:

    • 7.3%.

Strong Investment Grade Credit Ratings

  • Ratings:

    • Moody's: Aa1 / P-1.

    • S&P Global: AA- / A-1+.

    • Fitch Ratings: AA- / F1+.

  • Debt Class:

    • Senior (50%).

    • Covered (24%).

    • Tier 2 (14%).

    • Add Tier 1 (12%).

Exposure to Greater China

  • Exposure Breakdown (Mar-25):

    • Total Exposure: $73.7b.

    • Bank: $8.0b.

    • Non-Bank: $51.1b.

  • Bank Exposure (Mainland China):

    • 35% of total exposure to Mainland China.

    • 100% with <1 year tenor.

  • Non-Bank Exposure (Mainland China):

    • 65% denominated in RMB and 65% with <1 year tenor.

    • NPL ratio at 3.5%.

Exposure to Commercial Real Estate - Office

  • Office exposure is 6.9% of loans.

  • More than half of office exposure is in Singapore.

  • Overseas exposure backed by strong sponsors.

  • Largely secured by class-A office properties.

  • Average LTV around 50%.

UOBM Overview

  • Background:

    • Entity name: United Overseas Bank (Malaysia) Bhd (UOBM).

    • Shareholders: United Overseas Bank Ltd, Singapore (55.3%) and CHUNG KHIAW (MALAYSIA) BERHAD (44.7%).

  • Key Statistics for 1Q'25:

    • Total Assets: RM154b.

    • Shareholder's Equity: RM16b.

    • Gross Loans: RM110b.

    • Customer Deposits: RM115b.

    • Loans/Deposits ratio: 93.4%.

    • Common Equity Tier 1/Tier 1 CAR: 15.1%.

    • Total CAR: 18.4%.

    • All-currency liquidity coverage ratio: 147.4%.

    • Return on equity: 13.2%.

    • Return on assets: 1.3%.

    • Non NII/Total Income: 34.2%.

    • Cost Income: 46.8%.

    • Gross NPL Ratio: 2.2%.

  • Business Overview:

    • Incorporated in 1993, with a presence in Malaysia since 1951.

    • One of the leading locally incorporated foreign banks in Malaysia.

    • Largest conventional branch network owned by a foreign bank (55 branches).

    • Among UOB Group's largest subsidiary and profit contributor.

  • Credit Rating: AAA/ Stable/ P1 (RAM).

UOBM Competitive Against Peers - FY2024

  • Profitability:

    • Return on Equity: UOBM 11.6%.

    • Cost/Income ratio: UOBM 49.6%.

  • Asset Quality:

    • Non-Performing Loan ratio: UOBM 2.2%.

    • Loan Loss Coverage: UOBM 103.0%.

  • Funding:

    • Loan/Deposit ratio: UOBM 93.5%.

    • Average Liquidity Coverage ratio: UOBM 155.0%.

  • Capital:

    • Common Equity Tier 1 ratio: UOBM 15.0%.

    • Total CAR ratio: UOBM 18.3%.

Longstanding Presence in Malaysia since 1951

  • Timeline:

    • 1951: Opened first branch in Ipoh, Malaysia.

    • 1962: Launched "Why Woman need Banking Account" campaign and "Lady-in-Pink" services.

    • 1971: Acquired Lee Wah Bank Ltd and its branch network in Singapore & Malaysia.

    • 1993: UOBM incorporated as a subsidiary of UOB Limited.

    • 2002: Merged UOBM and Overseas Union Bank (M) Berhad.

    • 2016: Launched Islamic Banking Window.

    • 2017: Digitalisation: Launched Mighty Mobile App, PIB Next Gen, BIB Plus.

    • 2022: Acquired Citigroup's consumer banking business in Malaysia.

    • 2023: Successful OD1 migration of Citi customers.

    • 2024: UOB Plaza 1 KL awarded GreenRE platinum certification.

UOBM's Proven Track Record and Achievements

  • NPBT (RM'm):

    • Consistent growth in Net Profit Before Tax (NPBT) over the years.

    • 2024: Record Profit 2,225

  • Timeline Highlights:

    • 2002: Merger with Overseas Union Bank (M) Berhad.

    • 2011: Top Foreign Bank in loans.

    • 2015: 1st foreign bank to issue RM1b Basel III sub-debts.

    • 2016: UOB Plaza 1 KL opening.

    • 2022: Citi consumer banking business acquisition.

Diversified loan portfolio

  • Economic Sectors:

    • Household - Purchase of Residential Property (38%).

    • Manufacturing (11%).

    • Wholesale-Retail trade, restaurant & hotels (10%).

  • Segment:

    • Individuals (52%).

    • Domestic Business Enterprise (42%).

Steady Loan Growth and Healthy Reserve

  • Gross Loans and NIM:

    • Steady growth in gross loans.
      *Prudent Reserve Coverage: NPL stable trends
      *NIM at 2.26%

Diversified Funding and Strong Capitalisation

  • Predominantly Deposit Funded:

    • High Loan-to-Deposit Ratio (LDR).

  • Strong CASA Growth: growing CASA ratio

Strong Investment Grade Ratings from RAM

  • UOBM - AAA Financial Institution Rating (FIR) by RAM

  • Strategically important to parent

  • Robust capitalization

  • Strong funding profile

  • Robust profitability with diversified earnings

  • Sound asset quality

UOBM Islamic Banking Outlook

  • Historical Background

    • Established since 2016 with full product suites covering all business segments.

    • Strategies are aligned to UOBM's including sustainability agenda, franchise building and market positioning.

    • Leverages the infrastructure of UOBM to ensure cost effectiveness and competitive efficiencies.

    • 4-year CAGR of both Assets and Liabilities -17%.

  • Steady Growth in Assets, Liabilities and Income.

  • Key Milestones

UOBM Islamic Banking Business Strategies & Outlook 2025

  • PFS: Home Financing-i as the key growth area & deposit acquisition

  • WB: Focus on Targeted WB Business & Support for SMEs

  • IB: Leveraging Investment Banking Deals

  • GM: Derivatives as the main driver to secure fees along with FX flow

  • Building Scale for Future Focus in Sustainability by Expanding Product Suite

Q&A

Some key points from the Q&A section:

  • Malaysia trade loan is roughly 30-40% with tenure around 3-4 months, NPL does not look to be rising.

  • Currently CET-1 15+%, target 14-15% level

  • Net zero target in 2022. Well on target,

  • Close at 2.11% NIM last year, Q1 improve further due to CASA and fed rate cut, moving forward, NIM will be depended on OPR movement.

  • Target CASA Level >40%.

  • Acquisition not very significant 10-15% of the portfolio.

  • LTD level comfortable at 90%.

  • 90% of loan are floating the rest are fixed cuz they don’t really do hire purchase
    *Target cost-to- income ratio at 45%