Financing technology-based projects
The EXIM Bank of Malaysia experience
Noordin Abbas

¡¡¡¡The Malaysian government gives high priority to research and development, technology innovation and technological infrastructure. Medium and long-term industrial strategies have been formulated to enhance the capacities of Malaysian firms. These include the setting up of a National Council for Scientific Research and Development, and the formulation of a National Action Plan for Industrial Technology Development (NAPITD). A critical player in this national effort has been the Exim Bank of Malaysia, which pioneered the financing of technology-based activities in the country. This article discusses EXIM Bank's efforts to help Malaysian firms take their expertise to neighboring countries.
¡¡¡¡The development of Malaysia in the long them will, inter alia, depend on the increased use of technology, knowledge and skills to enhance industrial competence and productivity, as well as to improve standards of living. The nation's competitiveness will depend on technological innovation by Malaysian firms and the use of technology to generate products and services.
The Malaysian Government promotes science and technology, research and development and technological innovation. It emphasizes not only the strenghtening of technology infrastructure but also the enhancing of demand for, and capacity to use, technology at the firm level. This is achieved in the following ways:
¡¡¡¡£ªImplementing appropriate policy and institutional reforms to strengthen the S&T planning and management system;
Optimizing the utilization of skills and capital by promoting adaptation and application of new and improved technologies, undertaking more commercially-oriented R&D and increasing Industry's capability to innovate, design and market domestic technologies;
¡¡¡¡£ªIncreasing investments in R&D as well as scientific and technological education and training with a view to developing a critical mass of scientists, engineers and researchers, fostering creativity and innovativeness in the young, and raising the general S&T interest and awareness levels;
¡¡¡¡£ªBuilding domestic technological capability in new enabling technologies that will yield higher economic returns. Among others, this will include enhancing the practice of technology management and the preparation of a national technology map to identify long-term technology development targets;
¡¡¡¡£ªFostering stronger cooperation in R&D and technology development among and between industries, universities and research institutes;
¡¡¡¡£ªPromoting greater private sector participation in the acquisition, development and transfer of new and specialized technologies;
Providing an enabling environment for MNCs and local conglomerates to invest in, expand and diversify into new high-technology industries with greater local content and linkages;
¡¡¡¡£ªUndertaking special programs to augment technological capability among the SMIs;
¡¡¡¡£ªProviding strategic linkages and joint ventures through international cooperation in S&T; and
Nurturing domestic innovations and inventions in the context of changing international requirements.
¡¡¡¡£ªFor the medium and long term, the strategic focus will be on building up a strong competence in growth generating technologies, especially in the field of advanced materials, IT and microelectronics, advanced manufacturing technology, biotechnology, and energy and environ-ment related technologies. These targeted technologies are expected to spawn new growth areas in industry. It will be important to develop centres of excellence, with sufficient resources to undertake future R&D activities in these advanced technology areas.

Exim Bank of Malaysia

¡¡¡¡Since its establishment in 1995, the Exim Bank of Malaysia has been involved in the financing of technology-based activities. As a government-owned institution. Exim Bank's financing activities are in line with government policy, and the financing of technology-based projects is identified as one of the areas of priority. In early 2000, Exim Bank's parent company, The Industrial Bank of Malaysia underwent a name change to become The Industrial and Technological Bank of Malaysia. When the bank was established in 1979, the financing of technology-based industries had been one of its objectives. With the name change, the bank's involvement in the financing of technology-based industries is given prominence.
¡¡¡¡To support the implementation of these technology-based industry strategies, several advanced technologies are being promoted. Development in these areas, both domestically and internationally, are expected to create new investment opportunities for the economy as a whole, and industry in particular. The core technologies are as follows:
¡¡¡¡£ªInformation technology and communications, such as high performance computing, networking communications, digital imaging, multimedia, high definition display, high density storage, software, simulation and modelling;
¡¡¡¡£ªMicro-electronics, such as sensor technology, semi-conductor materials and microelectronics circuits, optoelectronics, avionics and advanced semi-conductor devices;
¡¡¡¡£ªBiotechnology and life sciences, such as biotechnology materials and processes, medical devices, and diagnostics and medical technology;
¡¡¡¡£ªAdvanced manufacturing technologies, such as flexible computer integrated manufacturing, machine intelligence and robotics, micro and nano-fabrication, and systems management technology; and
¡¡¡¡£ªAdvanced materials such as composites, ceramics, semi-conductor materials, micro-electronics circuits and photonic materials, material synthesis and processing, super conductors, high performance metals and alloys, environment and energy related "green" materials, agora based waste, renewable energy, portable energy and pollution minimization, remediations and waste management.

National Council for Scientific R&D

¡¡¡¡With the objective of developing technology-based industries, the Nation Council for Scientific Research and Development (NCSRD) was set up by the Government in 1975 as an advisory council specifically to oversee public sector research, so that research resources are directed at enhancing the national development objectives. The Council advises the Government, and specifically the Minister of Science, Technology and the Environment, on the following:
¡¡¡¡£ªFormulating science and technology (S&T) policies;
¡¡¡¡£ªIdentifying S&T priorities;
¡¡¡¡£ªCoordinating, implementing and evaluating S&T programs;
¡¡¡¡£ªUtilizing S&T in the public and private sectors for national development;
¡¡¡¡£ªEnhancing public awareness and appreciation of S&T; and
¡¡¡¡£ªMonitoring the implementation of the recommendations of the National Action Plan for Industrial Technology Development (NAPITD).
¡¡¡¡The Council is assisted by two committees, namely, the Standing Committee on Science and Technology Development and Management and the Coordinating Committee on Intensification of Research in Priority Areas (IRPA) for its effective functioning. These two committees are further assisted by eight Working Groups and eleven IRPA Panels.

Science & Technology Division
¡¡¡¡The NCSRD is supported by the Science and Science, Technology and the Environment, which is the lead policy making, coordinating and implementing agency on all matters related to science and technology. The Division also helps strengthen the nation's technological base through enhancement of R&D activities, promotion of science and formulation of a comprehensive action plan for technological development. Particular emphasis is placed on commercialization of R&D outputs in both public and private sectors.

NAPITD

¡¡¡¡£ªThe National Action Plan for Industrial Technology development (NAPITD) was formulated with the following objectives:
To improve the existing S&T infrastructure by providing leadership to strengthen institutional and support infrastructure for rapid and realistic industrial technology development.
¡¡¡¡£ªTo overcome the low level of technological appreciation, adoption and application in the echancement of industrial development through wider diffusion and application of technology in market-driven R&D;
¡¡¡¡£ªTo heighten awareness of, and to focus on, critical generic future technologies by building specialized competence in key emerging technologies;
¡¡¡¡£ªTo develop the required quantity and quality of human resources to support industrial technology capacity by strengthening the institutional mechanism for the continuous upgrading of technology knowledge and workforce skills; and
¡¡¡¡£ªTo provide leadership to promote social awareness and appreciation of S&T in order to provide a conducive climate for invention, innovation and technological advancement.
Various S&T development programs and activities under the NAPITD support the technological development of the industrial sector, particularly the manufacturing sector. These programs and activities are primarily to enable Malaysia become a competitive and technologically advanced country by the year 2020. In 1998, NAPITD focussed on ensuring widespread adoption and adaptation of technology and increasing R&D activities that are application-ori-ented and market-driven.
¡¡¡¡The NAPITD also focusses on skill and capacity building in new technology areas, human resource development, and increasing public awareness and appreciation of S&T. The main objectives of the NAPITD has been translated into specific programs and activities, which will now be discussed.

Technology transfer

¡¡¡¡The importance of international technology transfer in the development of technology cannot be denied. Technology transfer is normally undertaken through formal contractual agreements between private enterprises and technical aid programs between governments. Technology transfer is used to establish new industries or to improve existing production techniques. It is the larger local firms that are normally involved in this arrangement. By importing the requisite technology, these firms will in future have the potential to develop local R&D capabilities and to undertake more advanced technology-based projects.
¡¡¡¡Through its financing operations, Exim Bank has witnessed how large local companies that have experience in undertaking technology based projects, have been able to bid successfully and undertake more technology based projects overseas. Once these companies have established themselves in international markets, they will be able to benefit from more opportunities overseas.
¡¡¡¡In Malaysia, technology transfer arrangements are normally in the form of:
¡¡¡¡£ªJoint-Venture agreements between two or more parties, involving locals and foreigners;
¡¡¡¡£ªTechnical Assistance and Know-how Agreements where one party will provide, for an agreed fee or royalty, technical assistance and know-how for the manufacture of certain products by the other party.
¡¡¡¡£ªLicence Agreements where the licensor grants a licence right to the licensee to use its patents, trademarks and other industrial intellectual properties for the manufacture of certain products for an agreed fee or royalty.
¡¡¡¡£ªPatent and Trademark Agreements where one party gives the right to the other to use its patents and trademarks for the manufacture of certain products for an agreed fee.
¡¡¡¡£ªTurnkey Contracts where a contract is awarded to one of the parties to perform all stages, from the initial to the final stage, inclusive of constancy, managerial, technical and other services, until the contractual project is ready for immediate commercial production or final use; and
¡¡¡¡£ªManagement Agreements where one party provides management services to another for a management fee.
The Technology Development and Transfer Section, which is within the Science and Technology Division, is responsible for the following;
¡¡¡¡£ªCoordinating and monitoring implementation of the NAPITD;
¡¡¡¡£ªConducting industrial development studies for achieving medium and long-term policy objectives in industrial technology development;
¡¡¡¡£ªInitiating mechanisms for effective management and utilization of S&T capacity; developing incentive systems including industrial technology infrastructure and framework and R&D; and evaluating, monitoring and updating the country's S&T needs, capability and gaps; and
¡¡¡¡£ªProposing mechanisms for technology policy formulation, monitoring, diffusion and transfer.
¡¡¡¡All manufacturing projects licensed under the Industrial Coordination Act 1975 must obtain the prior written approval of the Ministry of International Trade and Industry (MITI) before entering into any technology transfer agreement involving foreign partners.
¡¡¡¡Agreements on transfer of technology are required to define in detail the following;
¡¡¡¡£ªThe technological content and principal features of the technology or process;
¡¡¡¡£ªThe anticipated production;
¡¡¡¡£ªThe quality and specification of products; and
¡¡¡¡£ªParticulars of the technical assistance and services, and the manner in which they are to be provided.
¡¡¡¡This is done to ensure that an agreement will not impose unfair and unjustifiable restrictions or handicaps on the local party, that it will not be prejudicial to the national interest, and that the payment of fees (if applicable) will be commensurate with the level of technology being transferred.
Tables 1 and 2 show technology transfer agreements in Malaysia from 1990 to 1998 by industry groups and types.

The Exim Bank experience

¡¡¡¡Exim Bank's mission is to finance exports of Malaysian goods and services through the provision of short to long term credit to Malaysian exporters and investors as well as foreign buyers. Emphasis is laid on exports of capital goods and technology based products. The Bank's financing of technology based projects will encourage Malaysian enterprises to expand productive capacity in technology based industries. This is line with the Government's objective towards leading Malaysia into a developed nation status.
¡¡¡¡In recent years, a growing number of Malaysian companies have gone abroad bidding and winning contracts to construct power plants, highways, air ports, palm oil mills, etc. Their success in securing contracts for such projects clearly shows that Malaysian technology is well accepted the internationally recognized. However, one of the obstacles faced by companies, particularly in the export of services, is financing. In such situations, the Bank's financing for export oriented industries comes into play.
¡¡¡¡With the Bank's support, Malaysian companies have been able to participate overseas in technology based projects, such as independent power projects (IPP), water supply, housing and highway construction, supply of telecommunication exchanges, establishment of manufacturing plants, exports of ships and plants, exports of ships and palm oil refineries. Figure 1 shows the sectors financed by Exim Bank had participated in Papua New Guinea, Namibia, Indonesia, Cambodia, Viet Nam, South Africa, Honduras and India.

Philippines power project

¡¡¡¡Showcase projects financed by Exim Bank include a power generation and transmission project in the Philippines. In 1997, Exim Bank joined an international consortium of lenders in providing a US$ 651 million loan to a Philippine British joint venture company for the construction and operation of a 1000 MW power generation plant as well as the construction of a 35 km long, 230 kv voltage transmission line in the Philippines. Exim Bank provided a direct loan of US$ 25 million and co-guaranteed a US$ 66 millionloan with Mecib, joining other creditors including export credit agencies (ECAs) in Germany and the US.
¡¡¡¡The dual-fuelled power plant will initially operate on condensate fuel. A natural gas pipeline is being developed, linking the project to gas fields in the region, for a switch to natural gas in future. The output will be sold to a private electric company in the Philippines, under a 25 year power purchase agreement.
¡¡¡¡The project has had three upstream benefits for Malaysian businesses and individuals, namely:
¡¡¡¡£ªEngineering, procurement and construction (EPC): The project provided an avenue for directing a significant offshore dollar investment into human capital development in Malaysia. Malaysian engineers and technicians, employed at the regional office of a German based EPC contractor in Malaysia, were exposed to sophisticated technological design and applied state of the art software in designing plant layout and engineering structures with mathematical precision. Structural design played a central role in the civil, mechanical and electrical architecture of the project. The completed designs were passed on to Malaysian sub-contractors specializing in civil and mechanical works for construction of functional structures based on a blueprint provided by the EPC contractor. Such functional structures included air filters, fuel transportation, storage and feeding systems, pressure vessels, eat exchangers, tanks and water treatment systems.
¡¡¡¡£ªLegal documentation: The development of security documents to encompass the whole breadth of events, whether occurring by design or accident, and the interconnecting documentation have allowed transfusion of legal knowledge on a level little known in the past to and from the legal teams based in Malaysia, Hong Kong and the US. This has contributed to the legal diversity of Malaysian lawyers with special emphasis on project finance.
¡¡¡¡£ªStructural lending and guarantee: It was a maiden opportunity for Exim Bank to learn and apply the hitherto unknown (at least in the world of conventional lending) art of project finance, which lies in the identification and quantification of a business risk and the creation of a security corresponding to the nature and quantum of the said risk. In fact, the Bank gained theoretical and practical knowledge from the exercise. A supplementary experience arising from the project was that the Bank was able to build and enhance its networkings both inside and outside Malaysia with financial institutions. export credit agencies, financial, technical and legal advisors, and a whole spectrum of interconnecting bodies and individuals interested in the project.


Impact on Malaysian economy


¡¡¡¡In macroeconomic terms, the project has benefited Malaysia through gross exports of goods and services totalling US$ 77 million. The net value of export of Malaysian made industrial goods are estimated at US$ 47 million.
Thus, the impact on the Malaysian Balance of Payments is positive, valued at least US$ 17 million or MR65 million. Valued in real economic terms, The US $ 77 million gross exports has had the effect of mobilizing the Malaysian workforce in the engineering, procurement and engineering of the Malaysian chapter of the EPC Contract. In addition, the project finance involving Malaysian financial institutions including Exim Bank, Mecib and others, generated a further US$ 10 million in export of financial services.
Impact on Philippine economy
¡¡¡¡The project enterprise will contribute to 17 per cent of the country's and 21 per cent of Luzon's total electricity consumption based on the utility's domination of the electricity distribution market in the Philippines. Thus, measured in economic terms, the project has a catalytic factor of adding or at least sustaining some 10 per cent of the Philippines gross domestic product (GDP). It is also estimated that the project currently employs some 3000 people comprising local engineers, welders and general workers for construction on site and some 40 locals comprising mostly engineers and technicians for operating the plant.

Security element

¡¡¡¡The project, which commenced operation in early 2000, represents one of the more successful project financing exercises undertaken by Exim Bank. It features areas such as project sponsorship, financing, construction and operation. Above all, it showcases a captured market and highly structured security that guarantees the project steady revenue stream on a pay or take basis under a power purchase agreement with the utility and a lenders option to sell the project to the utility under extended political and force majeure events of default.

Sea vessels for Indonesian waters

¡¡¡¡In 1997, Exim Bank approved a US$ 46.3 million loan to two Indonesian oil freight companies for the procurement of four new 6500 dwt tonnage sea vessels from a Malaysian shipbuilder.

Shipbuilding industry

¡¡¡¡The project provided an avenue for directing a significant offshore dollar investment into the shipbuilding industry in Malaysia. Malaysian engineers and draughtsmen were employed for the purpose of designing the hull, superstructure and other parts of the ships for a period lasting 4 months. Construction of the hull, the principal hodywork of a ship as well as piping works, engine installation, electrical works, carpentry and painting lasted another seven months.
¡¡¡¡The purchase of these ships exemplified the overseas buyers confidence in a Malaysian shipyard, which had secured the contract to build the vessels because of its ability to conform to international standards at competitive prices. In fact, the shipyard completed construction of the new buildings within 11 months, six months ahead of schedule. This was a far cry from the early days of the Malaysian shipbuilding industry, when it took as much as two years to build a ship of such tonnage. To Exim Bank, this represented another opportunity to touch base with the shipbuilding industry and apply a cash-flow based lending to a project while reinforcing its ability to assess the creditworthiness of the shipowners.

Impact on Malaysian economy

¡¡¡¡In macroeconomic terms, the project has benefited Malaysia through export of capital goods for US$14 million. The impact on the balance of payments from a Malaysian perspective is positive, at US$14 million or RM53 million.
Valued in real economic terms, the US$6.3 million gross exports has had the vital effect of providing the Malaysian shipbuilding industry with a fresh job input and further sustaining its capacity in the design engineering and construction of ships. In addition, the project finance involving Exim Bank is expected to bring into the country some US$ 6.3 million in export of financial services over a 14 year period.
¡¡¡¡The project also played a significant role in bridging business ties between Indonesia and Malaysia, thus bringing economic benefits to ASEAN countries.
The project has a time charter that guarantees the project a steady revenue stream on a pay or take basis under a long-term employment agreement with the Indonesian state oil company, one of the largest in the world, and a lender's first mortgage on the new vessels.

Construction of palm oil mills overseas

¡¡¡¡Malaysia, being the world's largest supplier of palm oil is in a position to offer technical assistance in the palm oil based industries such as the construction of palm oil mills. With the assistance of Exim Bank, Malaysian companies have successfully completed a number of palm oil mill projects overseas. As shown in Table 3. Exim Bank has approved loans amounting to RM66 million for various palm oil mill projects overseas. The increasing demand for construction of palm oil mills has led to an increase in loan applications projects overseas.

Malaysian content

¡¡¡¡Utilization of Malaysian materials or local content in these project is the form of components, machinery and equipment required for the construction works and supply of equipment. Among the items involved are electrical works, piping valves, pressing equipment, a fruit reception station, threshing station, kernel recovery station and sterilization station. The average Malaysian materials involved is about 60 per cent of the entire quoted construction cost.

Contribution to Malaysian economy

¡¡¡¡In addition to the utilization of Malaysian materials and equipment, the project also required technical expertise in the form of participation of experienced Malaysian contractors, architects and engineers. This development and construction of the palm oil mills has resulted in the export of services as more Malaysian expertise is needed in the successful implementation of these projects.

Conclusion

¡¡¡¡The continuing search for higher technologies is important in ensuring Malaysia's growth as it would determine the level of competitiveness of the country. The use of technology based operation in the generation of goods and services should thus be adopted by Malaysian companies. With this push towards technology, Malaysian companies would have a better opportunity to compete not only in the domestic market but also in the international market.
¡¡¡¡Exim Bank, which promotes the export of Malaysian goods and services, particularly technology driven projects, has been able to support some of these Malaysian companies overseas through its financing. One of the observations is that Malaysian companies who are more technologically inclined would normally be more successful when venturing overseas. The use of technology not only benefits Malaysian companies in obtaining contracts, but also foreign companies in the form of technology transfer.

References

1. Seventh Malaysia Plan 1996-2000, Percetaken Nasional Malaysia Berhad, Kuala Lumpur.
2. Malaysia International Trade and Industry Report 1997/98, 1998/99, Percetaken Nasional Malaysia Berhad, Kuala Lumpur.
3. Jomo, K. S. (1996) Industrializing Malaysia Policy, Performance, Prospects, Routledge, London,
4. National Council for Scientific Research and Development (NCSRD), Annual Report 1998.
5. Ministry of Science, Technology and the Environment,
http://www.mastic.gov.my


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