Regulation and Disclosure Requirement for RPT in Indonesia

1402 Enforcing and implementing the laws and the rules are quite a challenge. The Corporation Law is just issued in August 2007, thus the enforcement and implementation of the Law remain to be seen. Further, with regard to Bapepam- δK‘s requirement of independent shareholders‘ approval for certain RPT, in practice only few RPTs about 10 transactions per year during 2001 – 2007 obtain approval from minority shareholders. Thus, before 2007, the majority of RPT were unchecked by parties independent to the transaction, except if a firm voluntarily establishes such policy. Even though shareholders may file a lawsuit against a companyBODBOC, in practice it is difficult to do, possibly due to requirement of having at least 10 voting shares andor due to the lengthy and inefficient judicial process. The following explains the disclosure requirement regarding PRT for public companies in Indonesia. Public companies have to disclose their RPTs in the financial statements semi-annually in accordance with the Indonesian Accounting Standard and Bapepam Rule VIII.G.7. The Bapepam disclosure requirement is quite detail, e.g., disclosing the amount of assets, liabilities, sales, and expenses arising from RPT, disclosing the parties involved in RPT and their relationship with a firm for transactions above USD 100,000, and disclosing that the price and term of transactions are in accordance with arms‘ length transactions. Conflict of interest transactions requiring approval of independent shareholders also have to be disclosed in detail to the public while other conflict of interest transactions have to be reported to Bapepam-LK. Information that should be disclosed are:  Explanation about the transaction: transaction value, related parties, and the nature of the conflict of interest.  Report from independent party about the transaction. 1403  Confirmation about the transaction relative to the same transaction which does not contain conflict of interest.  Statement from SB and BOD that all material information is being disclosed truthfully.  Report from an expert or independent consultant, if it is required by Bapepam LK. In addition to PSAK and Bapepam-LK rules about RPT, public firms are also required to disclose material information about events that could affect stock price or investors decision, not more than two days after the events appear Bapepam LK X. K. 1 rules. The events include RPT and others like mergeracquisition, stock splitdividend, significant new productinnovations, significant changes on management, etc. Bapepam IX. E. 2 rule about material transactions requires that if a firm plans to conduct material transaction, then it has to be announced to public, not more than 28 days before shareholders meeting that will approve or refute that plan. From the above explanation, our study concludes that before the enactment of the new corporation law in 2007, regulations regarding control mechanism to prevent abusive RPT are relatively weak since approval process other than from independent shareholders is not regulated. The disclosure requirement in financial statements, however, is relatively adequate since firms have to provide detail information regarding RPT. Disclosure requirement regarding material transactions including RPT is also adequate since companies have to publish detail information regarding the transaction. 4. Hypothesis and Research Design 4.1 Hypothesis 1404 In this study we employ a logistic regression to investigate the effect of CG practice, proportion of majority ownership, and financial leverage on the probability of RPT that a priori to expropriate occur. The dependent variable of this study is a dummy variable of RPT that taking a value of one if the RPT is a priori to expropriate, and else zero. The monitoring mechanism that we employ to investigate their impact on the probability of RPTE is CG components as internal monitoring mechanism and financial leverage as external monitoring mechanism. We utilize the following CG components: rights of shareholders and key ownership functions, equitable treatment of shareholders, disclosure and transparency, and the responsibilities of the board and examine whether these components could reduce the probability of RPTE. Gordon 2003 investigates the relationship between RPT and CG mechanism like board characteristics, CEO par performance sensitivity, and external monitoring and finds that weaker CG mechanism being associated with more dollar amount RPT. Moreover, a study by Kohlbeck and Mayhew 2004 fin d that board of director‘s independency i.e., strong CG is associated with lower amount of RPT, and if RPT occurs, this transaction tends to be transparently publicized. Consistent with their views and findings, we hypothesize that better practice of CG associates with lower occurrence of RPTE. We apply the same logic of the influence of CG practice to financial leverage, i.e., if external monitoring is high, then the probability of RPT that a priori to expropriate will be low. Gordon et al. 2003 make use of financial leverage as a proxy for external monitoring, i.e., higher financial leverage positively associates with more intensive external monitoring. An external institution e.g., a bank that provides loan to a 1405 company will monitor activities of the firm, and it will refute something such as abusive RPT that could decrease the firm‘s value. Consistent with the expectation, their study finds that higher leverage associates with lower occurrence of RPT. Kohlbeck and Mayhew 2004 also use financial leverage as a proxy for external monitoring of a firm, applying the same argument as Gordon 2003. However, they find no relationship between leverage and the probability of RPT that a priori to expropriate occur. Based on Gordon et al 2003 argument, we hypothesize that higher financial leverage reduces the likelihood of RPTE. Capulong et al. 2000 state that there are two possible impact of concentrated ownership. First, the majority shareholder could play monitoring role against management, or it could be that the majority shareholder use his or her ownership to conduct RPT. Thus, if the ownership on the firm is concentrated, then it would be easier for firm to conduct RPT, including abusive RPT. However, higher proportion of majority of ownership may also trigger more oversight from the regulator that is aware of higher likelihood of conducting RPT for firms with more concentrated ownership. In addition, higher ownership implies that majority shareholders‘ share of loss due to expropriation is also higher, making it less likely for them to conduct abusive RPT. Further, because RPT has two conflicting impact it could be employed to expropriate or to provide benefit, then we make no prediction with regard to the effect of proportion of majority sh areholders‘ ownership on the probability of RPT that a priori to expropriate. 4.2 Empirical Model The following two models are employed to test the hypothesis: Dummy RPT mt = + 1 RiS + 2 EtS + 3 DT + 4 ResB + 5 PROP + 6 δEV + 7 SIZE 1406 Dummy RPTmt = + 1 TotCG + 5 PROP + 3 δEV + 4 SIZE Where: Dummy RPT mt = value 1 if RPT is a priori to expropriate, else zero, RiS = Rights of shareholders, EtS = Equitable treatment of shareholders, DT = Disclosure and transparency, ResB = Responsibility of the board, PROP = Majority shareholders ownership, LEV = Financial leverage, SIZE = Market capitalization, TotCG = total CG scores. In the second model, we employ Total CG which comprises of the four principles of CG. Size is utilized as a control variable. 4.3. Sample Selection and Data Collection Announcements on corporate action are used to collect RPT sample based on the seven types of corporate announcements: General Meeting of Shareholders GMS, Results of GMS, Merger and Acquisition, Issuance of Shares, Advertisement of Summary of Prospectus, Material Transactions, Takeover Offer. These announcements usually state that the parties with whom firms conducting transaction are their subsidiaries, shareholders, affiliated firms, parties who have conflict of interest, and management. If on the announcement there is no information about the relationship, then we explore this relationship in the firm‘s notes to financial statements. Our initial samples of RPT are 216 samples. Because the same transaction could be announced in a different corporate action, then we treat 1407 them as one unit sample. We also eliminate sample based on data availability. Our final samples of RPT are 163 samples. This RPT sample is classified based on three classification categories of Cheung et al 2006. However, in this study, we put the third category into the second category, which is RPT that could benefit the minority shareholders. Table 1 provides a description of the sample composition. Sample of RPT that a priori to expropriate minority shareholder is 102 unit sample and sample of RPT that could benefit the minority shareholders is 61 unit sample. The majority RPTs are with subsidiaries which in most cases are not subject to independent shareholders‘ approval. Table 1. Description of Sample Composition Description Number of Sample RPT Sample Classification Based on The Relationship Between The Parties: 1. Subsidiaries 2. Shareholders 3. Affiliated 4. Director and Management 5. Unidentified Total 95 19 22 13 14 163 Sample of RPT that a priori to expropriate and RPT that a priori benefit minority shareholders: 1. RPT that a priori to expropriate  Asset Acquisition  Asset Sales  Equity Sales  Trading Relationships  Cash Payment  Unidentified, but conflict of interest

2. RPT that benefiting

 Cash Received  Subsidiaries Relationship  Takeover and Joint Ventures offers 14 15 37 3 32 1 15 14 32 Total 163 1408 5.2. Variable Measurement and Data Collection Components corporate governance score, including rights of shareholders and key ownership functions, the equitable treatment of shareholders, disclosure and transparency, and the responsibilities of the board, are collected from Indonesian Institute for Corporate Directorship IICD that provides scores for CG components and total CG. The scores are based on an instrument of 117 items on which the rating for each item poor, fair, and good is based on public information disclosed by a firm e.g., Annual Report, Financial Statements, Website, Corporate announcements, etc. Total CG score is obtained by adding all components‘ scores adjusted with their weight. The weight for each CG component: Rights of Shareholders RIS 20, Equitable Treatment of Shareholders ETS 15, Disclosure and Transparency DT 25, and Responsibility of Board RESB 25 of total CG scores. We employ year 2005 scores as scores for year 2006 and 2007 due to availability of data. We collect data for majority ownership proportion which is the largest ownership of the firm from information on notes of financial statement about ownership structure. Due to data availability, we do not calculate Cash-Flow Right and Control Right of the controlling shareholder. We calculate leverage using formula total debt divided by total debt plus total equity. Because we use leverage as a proxy of external monitoring, then the liabilities included on the leverage calculation are loans from banks, financial institutions, and other institutions that could monitor the firm. We exclude liabilities from related parties. Liabilities and equity data are collected from Balance Sheet. Size is measured by log of market capitalization number of outstanding shares multiplied by security price at the end of year. Data for security