The Singapore Exchange Securities Trading Limited, Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. CAPITAMALLS ASIA LIMITED * 凱德商用產業有限公司 (Singapore Company Registration Number: 200413169H) (Incorporated in the Republic of Singapore with limited liability) (Hong Kong Stock Code: 6813) (Singapore Stock Code: JS8) OVERSEAS REGULATORY ANNOUNCEMENT This overseas regulatory announcement is issued pursuant to Rule 13.09(2) of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited. Please refer to the next page for the document which has been published by CapitaMalls Asia Limited (the “Company”) on the website of the Singapore Exchange Securities Trading Limited on 1 November 2012. BY ORDER OF THE BOARD CapitaMalls Asia Limited Choo Wei-Pin Company Secretary Hong Kong, 1 November 2012 As at the date of this announcement, the board of directors of the Company comprises Mr Liew Mun Leong (Chairman and non-executive director); Mr Lim Beng Chee as executive director; Mr Lim Ming Yan, Ms Chua Kheng Yeng Jennie and Mr Lim Tse Ghow Olivier as non-executive directors; and Mr Sunil Tissa Amarasuriya, Tan Sri Amirsham A Aziz, Dr Loo Choon Yong, Mrs Arfat Pannir Selvam, Professor Tan Kong Yam and Mr Yap Chee Keong as independent non-executive directors. * For identification purposes only MISCELLANEOUS Page 1 of 1 Print this page Miscellaneous * Asterisks denote mandatory information Name of Announcer * CAPITAMALLS ASIA LIMITED Company Registration No. 200413169H Announcement submitted on behalf CAPITAMALLS ASIA LIMITED of Announcement is submitted with CAPITAMALLS ASIA LIMITED respect to * Announcement is submitted by * Choo Wei-Pin Designation * Company Secretary Date & Time of Broadcast 01-Nov-2012 07:14:58 Announcement No. 00008 >> Announcement Details The details of the announcement start here ... Announcement Title * Presentation to Media & Analysts Description The attached presentation slides issued by CapitaMalls Asia Limited on the above matter is for information. Attachments Slides_CMACNPresentation_20121101.pdf Total size = 5115K (2048K size limit recommended) Total attachment size has exceeded the recommended value Close Window https://www1.sgxnet.sgx.com/sgxnet/LCAnncSubmission.nsf/vwprint/329A92019EF1... 01-Nov-12 CapitaMalls Asia Limited Asia’s Leading Mall Developer, Owner and Manager Singapore • China • Malaysia • Japan • India Presentation to media & analysts Presentation2 November to media and analysts 2012 *Nov 2012* Contents . CapitaMalls Asia Overview and China Strategy - Corporate Overview and Strengths - China Presence and Business Strategy . West China Region - Overview - Chengdu - Operating Malls in West Region - New Projects in West Region . North China Region - Overview - Beijing - Operating Malls in North Region - New Projects in North Region 1 Presentation to media and analysts *Nov 2012* CMAPresentation Overview to media and analysts *Nov and 2012* China Strategy Corporate Overview and Strengths 3 Presentation to media and analysts *Nov 2012* Overview of CapitaMalls Asia Asia’s Leading Mall Developer, Owner and Manager . CapitaMalls Asia Ltd. (“CMA”) is one of the largest listed shopping mall developers, owners and managers in Asia by total property value of assets and by geographic reach . Listed on SGX and HKEx, total market capitalisation of about S$7.0 billion (HK$44.2 billion)1 . 1012 shopping malls with a total property value3 of approximately S$30.7 billion (HK$193.8 billion)2 as at 30 September 2012 ION Orchard, Hongkou Plaza, Shanghai Queensbay Mall Vivit Square The Celebration Mall Singapore China Penang, Malaysia Tokyo, Japan Udaipur, India Notes (1) As at 30 October 2012 (2) Excludes CMA’s interest in Horizon Realty Fund, which CMA does not manage. (3) Aggregate property value of the properties in CMA’s portfolio (where the property value of each of the properties is taken in its entirety regardless of the extent of CMA’s interest) 4 Presentation to media and analysts *Nov 2012* Extensive and Strong Portfolio of Malls in Asia Total GFA: Approximately 92.4 million1 sq ft Eniwa Huhhot Chitose Beijing Tianjin Dalian Japan China Weifang Anyang Zibo Qingdao Kobe Tokyo, Funabashi Xinxiang Rizhao Osaka Zhengzhou Wuhu Yangzhou Mianyang Xi’an Suzhou, Kunshan, Shanghai, Deyang Yiyang Wuhan Ningbo, Hangzhou Chengdu Nanchang Changsha Jalandhar Yibin Chongqing Quanzhou India Zhaoqing Zhangzhou Maoming Foshan, Dongguan Udaipur Zhanjiang 5 countries Nagpur 52 cities Hyderabad Bangalore Mangalore Malaysia 101 malls Mysore > 3,500 staff Cochin Penang Kuantan Kuala Lumpur One Unique Integrated Selangor Shopping Mall Business Singapore Notes (1) As at 30 September 2012 5 Presentation to media and analysts *Nov 2012* From 5 Malls in 2002 to 101 Malls Today Proven track record since 2002 29.4 30.7 21.9 19.4 20.4 13.3 11.3 5.2 Property valuation 2.7 3.1 on a 100% basis 1.8 (in S$ billion) Dec-02 Dec-03 Dec-04 Dec-05 Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Sep-12 Properties 5 10 10 24 55 78 96 86 91 101 Milestones CMT CRCT CMA CMMT CMA listing listing listing listing HK listing Employees 182 659 > 3,500 6 Presentation to media and analysts *Nov 2012* CMA’s Real Estate Value Chain Integrated Retail Business with End to End Capabilities Value chain integration to extract value 1 Sourcing 2 Development 3 Mall management 4 Capital management Ability to source Comprehensive Proven track record in “Know-how” in deploying land bank and development extracting value through capital to enhance investment capabilities asset enhancement productivity opportunities initiatives Experience in Experience in creating On the ground developing a Ability to fill up malls rapidly and managing private professionals variety of malls through lease network and funds and listed REITs focused in both catering to a bring in shoppers to shop land and project diverse tenant and through branding and acquisition customer base marketing activities Innovative information technologies for efficient mall management and tenant intelligence Proven Deep Proven Ability to sourcing development operational deploy capital capabilities capabilities expertise efficiently 7 Presentation to media and analysts *Nov 2012* 1 Strong Sourcing Network and Capabilities China Acquisitions in 2010, 2011 and 2012: Shanghai CapitaMall Tiangongyuan, Beijing Designs for projects under development may be subject to change. 8 Presentation to media and analysts *Nov 2012* 2 Industry-Leading Network of >10,000 Leases Strong relationship with a wide profile of retailers including home-grown chains and international brands 9 Presentation to media and analysts *Nov 2012* 2 Highlights of New Retailers in Our Malls Attracting New Retailers Through Our International Leasing Network In Shanghai In Shanghai In Shanghai In Shanghai In Beijing In In Singapore Singapore In In Penang In Penang Singapore 10 Presentation to media and analysts *Nov 2012* 3 Partnering Our Retailers to Grow and Regionalise • Tenant engagement programme to add value to retailers’ business • Seminars and workshops conducted by industry experts 11 Presentation to media and analysts *Nov 2012* 4 REITS and Private Funds Established/Managed REITS (Total market capitalisation of ~S$9.3 bil*) CapitaMall Trust Singapore's first and largest listed REIT CapitaRetail China Trust Singapore's first REIT focused on retail properties in China CapitaMalls Malaysia Trust “Pure-play" shopping mall REIT in Malaysia Private Funds (Total funds under management: S$5.1 bil**) CapitaMalls China Invests primarily in retail property developments in various parts of China Income Fund CapitaMalls China Invests primarily in retail property developments in various parts of China Development Fund II CapitaMalls China Invests in the development of shopping malls and properties Development Fund III predominantly used for retail purposes in China CapitaMalls China Invests in retail properties in various parts of China with the long-term Incubator Fund potential to generate income after repositioning, AEIs or leasing activities CapitaMalls Japan Fund Invests in income-producing retail investment properties in Japan Pte. Ltd. CapitaMalls India Invests primarily in retail property developments in various parts of India Development Fund * Market cap as of 12 Oct 2012; exchange rate of MYR 1 = S$0.40072 * * Based on Aug-12 exchange rates of: US$ 1 = S$ 1.25264 and US$ 1 = JPY 78.58546 12 Presentation to media and analysts *Nov 2012* China Presence and Business Strategy 13 Presentation to media and analysts *Nov 2012* CapitaMalls Asia’s Presence in China Leverage on Group Presence Since 1994 Strong Understanding of China Retail Real Estate Market Over 15 Years of experience Raffles City Shanghai Minhang Plaza, Shanghai, China Hongkou Plaza, Shanghai, China 14 Presentation to media and analysts *Nov 2012* Malls are Strategically Located in Large Population Catchment Areas One-stop shopping, dining and entertainment destinations within sizeable population catchment areas Well-positioned and accessible via major transportation routes Raffles City Beijing CapitaMall Jinniu, Chengdu CapitaMall Dongguan CapitaMall Saihan, Huhhot CapitaMall Yuhuating, Changsha CapitaMall Qibao, Shanghai 15 Presentation