Friday, 10 January 2020

SGX Drops Quarterly Reporting And The Irony Behind It.


With effect from 7 Feb 2020 (Friday), SGX will drop the quarterly reporting (“QR”) requirement for listed companies. QR was implemented in 2003 and applicable to companies with market capitalization over S$75Mil. The current need to do QR for listed company will be dependent on risk assessment basis. In place will be a risk focused governance regime based on continuous disclosure.

Main reasons cited for change
I was very disappointed by the announcement as quarterly release of financial results give retail investors like myself more timely visibility to the overall health of the business. Apparently, what triggered the downgrade in reporting requirement was to (i) allow management team of listed companies to implement longer term strategies rather than devoting time with meeting quarterly reporting deadlines and (ii) the issue of high compliance cost for companies.

Ironic arguments by the regulator
I find the arguments for the change ironic as SGX will still require “problematic” listed companies to continue to do QR. If the apparent reason is to allow longer term strategies implementation, then isn’t it even more crucial for loss making high risk companies doing restructuring to do away with QR so that they can focus on restructuring planning? Why do such higher risk companies then need to keep doing QR rather than focusing on long term back to profitability plan? The cost argument is even more mind perplexing. If a company which wants to list on SGX to get public funding cannot even afford a good accounting & compliance team, then how can we trust it to keep true and fair views of its daily financials? The arguments are thus laden with inconsistencies from my perspective.

Personal thoughts
Personally, I think that SGX is moving in the wrong direction by copying other countries which are doing away with QR. The lack of QR will mean less timely reaction time in particularly for investors monitoring the financial performance of those smaller sized listed companies. I will not be surprised that in another 5-10years time, SGX may announce that it will be reverting to QR again.

3 comments:

  1. It might be the case it matters less. It gives you little reaction time as a speculator but you wonder how much usefulness is the quarterly results.

    ReplyDelete
    Replies
    1. Hi Kyith, thanks for sharing your thoughts. The quarterly results and ops data released enables one to do a prior quarter to quarter variance and trending analysis for any downside as well as also enabling one to compare it with the same quarter for prior year. It has helped me for example in Asian Pay TV Trust, Starhub and SPH. Hence even if the management of listed companies keep sugar coating their results with grandiose future growth stories and hope of stabilization of declining business, the actual results will show for itself whether such assertions are true.

      95% of what the eyes can see is real and 95% of what the ears can hear is illusion.

      Delete
  2. My name is Mrs Aisha Mohamed, am a Citizen Of Qatar.Have you been looking for a loan?Do you need an urgent personal loan or business loan?contact Dr James Eric Finance Home he help me with a loan of $42,000 some days ago after been scammed of $2,800 from a woman claiming to been a loan lender but i thank God today that i got my loan worth $42,000.Feel free to contact the company for a genuine financial service. Email:(financialserviceoffer876@gmail.com) call/whats-App Contact Number +918929509036 financialserviceoffer.blogspot.com

    ReplyDelete