2012 Corporate Presentation - North Asia Strategic ... 2012_Corporate Presentation.pdf · TKC sale...
Transcript of 2012 Corporate Presentation - North Asia Strategic ... 2012_Corporate Presentation.pdf · TKC sale...
Contents
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North Asia Strategic (NAS) Overview
About American Tec
About Coland Group
About Perfect Combo
Our Way Forward
North Asia Strategic (NAS) Overview
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2005 • North Asia
Strategic Holdings Limited, a GEM listed company in Hong Kong
2006 • NAS raised
about US$165 million in first placement
• Acquired 100% interests in American Tec
• Acquired 40% interests in Coland Group
2007 • NAS raised
about US$127 million in second placement
• Granted Burger King franchise in Hong Kong and Macau
2008 • Acquired
33.74% interests in TK Chemical Corporation (TKC), a South Korea corporation
2010 • Turnaround
and profitable sale of TKC at IRR of 21%
• Distributed a special dividend of about US$70 million from TKC sale
2012 • Announced 10-
for-1 share consolidation
• Distributed a special dividend of US$35 million
(Stock Code: 8080)
NAS Leadership
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Board Members
• Daniel Yu, Chairman & ED – Former President of Sun Microsystems, Greater China
• James Tsiolis, Deputy Chairman & NED – CEO of Strategic Capital Management Ltd.
• George Forrai, INED – Former Founder and Partner of Baker & McKenzie Hong Kong
• Kenny Tam, INED – CPA & Former President of The Society of Chinese Accountants & Auditors
• Philip Ma, INED – Deputy Chairman and CEO of The Sincere Company, Limited
• Jason Brown, NED – Head of Global Special Situations Group of Goldman Sachs -- Enoch Wu as his Alternate – Executive Director of Goldman Sachs
• Takeshi Kadota, NED – Former SVP of Financial Svcs Division Mitsubishi
Senior Management & Key Personnel of Portfolio Companies
• Grace Luk – COO/CFO of NAS, Former Vice President of Dresdner Kleinwort Benson’s China PE Group
• Ong Kay Huat – CEO of American Tec Group, Former President of Far East Valor Computerized System
• Andy Wong – CFO of American Tec Group
• Wong Chun – Founder, Chairman & CEO of Coland Group
NAS Portfolio Companies Am
eric
an T
ec
• System Solutions for Manufacturing Smart Electronic Devices Pe
rfec
t Com
bo
• A franchisee for developing and operating Burger King restaurants in Hong Kong
Cola
nd G
roup
• A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China
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NAS Snapshot Divisions Revenue (HK$) Employees
Hi-tech distribution and services: American Tec 892,404,000 247
Fishmeal, fish oil and aquatic products: Coland Group 744,236,000 240
Branded food restaurants: Burger King 143,006,000 575
Holding - 10
Information as of 31 March 2012 1,779,646,000 1,072
23%
22% 54%
1%
Employees Hi-tech distribution and services
Fishmeal, fish oil and aquatic products
Branded food restaurants
Holding
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50% 42%
8%
Revenue Hi-tech distribution and services
Fishmeal, fish oil and aquatic products
Branded food restuarants
About American Tec
Sales & Service network covering more than 25 regions in China, Vietnam and India - Fast & Efficient Delivery System
Company with about HK$892 million annual revenue, 247 employees for FY11/12
Over 25 years experience in electronics, one of the pioneering SMT equipment distributors in China
Sales & Service network covering more than 25 regions in China, Vietnam and India
Optimized platform for technology & solutions for electronic manufacturing industry
Over 500 + customer base
American Tec – System Solutions for Manufacturing Smart Electronic Devices
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About American Tec
Network Coverage • China • Vietnam • India
AmericanTec was founded
Shenzhen Branch, Shanghai & Beijing Offices founded
Developed S.West Market
Tianjin Company founded
Speeds up expansion strategy, adding close to 20 sales & services sites
Joined NAS, American Tec Group established
Vietnam office founded
Suzhou company established
Suzhou Training Centre added
Launched ATS brand, ATS Centre, Strategic biz transition
Launched DMS Solution
1986 1993 1987
1997 2000-2004
2006 2007
2009
2010
2011
2012 Over 25 Years, Exceeding with every transition!
American Tec Snapshot
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American Tec Customers
Home Electronics Consumer Electronics Computer
Equipment Semiconductor
Automotive Electronics
Mobile / Wireless Device
Medical Electronics LED
Solid Customer Base: 500+
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American Tec Suppliers Advance Semiconductor Packaging and Processing Solution
Lead Frame & BGA & QFN & LED Process
Wafer Mounting
Die Bonding Plasma Cleaning
Laser Marking Sawing & Sorting
Wire Bonding Dispensing
Wafer Bumping & SIP & Flip Chip & WLCSP
Flux & Ball Printing Reflow Auto Cleaning Vision Inspection Wafer Sorter Die Sorter
Handling & Taping
Wafer Bumping & SIP & Flip Chip
X-Ray Auto Test Equipment
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About Perfect Combo
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Perfect Combo – A franchisee for developing and operating BURGER KING restaurants in Hong Kong since 2007
BURGER KING • Founded in 1954, the second largest
fast food hamburger chain in the world
• In 2012, began trading on the New York Stock Exchange
• Currently operating in over 12,500 locations serving over 11 million guests daily in 82 countries and territories worldwide
BURGER KING HONG KONG • Brand building initiated since 2007
• Currently operating 13 restaurants in
high density Kowloon, New Territories residential areas and retail locations in Hong Kong
• Awarded “Favorite fast food restaurant” for 4 consecutive years (2009 – 2012) by U magazine (a popular travel & leisure magazine)
About Perfect Combo
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Operating restaurants in renowned retail locations, commercial districts and
residential areas in Hong Kong
Awards
Processing & sale of fishmeal
Refining & sale of fish oil
Manufacturing & sale of aquatic feeds
Farming & sale of marine species
Concentration & sale of fish oil products
Processing & sale of aquatic products
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About Coland Group
About Coland Group
Fishmeal: Sourcing brown and white fishmeal from Peru,
Chile, USA and Russia, etc.
Largest Raw Fishmeal Importer in China in the year of 2011
Feeds: “Top 30 Feed Enterprises in China”, with annual processing capacity of 100,000 mts
JV with Nosan Corporation, a sizeable feed company in Japan
Fish Oil: Largest Fish Oil Refinery and Supplier in China, with annual refining capability of 30,000 mts
Large scale Concentrated Fish Oil Plant in Lianjiang
Aqua-culture:
Leading Enterprises of Aquaculture Industrialization of Fujian
Fish Farming and Producing Plant with 2,000 acres in Wuhan
Coland – A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China
Branches and Representative Offices in the most significant aquaculture sites in China with extensive distribution network and logistic support.
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Headquarters/Business Centre
Branches
Our Way Forward Direction Continuously reviewing and updating our long-term strategy
to provide stakeholders better clarity on our direction and business model while striving to create value for our shareholders, customers, employees, and business partners
Profitability Providing guidance and assistance to each portfolio company to enhance strategic positions and to achieve higher profitability
Shareholders Value
Carefully evaluate and review options as to how we may effectively manage, deploy and apply available cash resources to meet operational needs and for the benefit of our shareholders as a whole
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Disclaimer
The information contained in this document is provided for information purposes only and has not been independently verified. No representation or warranty express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. The information contained in this document should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments which may occur after the date of the presentation. Neither the Company nor any of its affiliates, advisers or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with this document. The document contains statements that reflect the Company’s beliefs and expectations about the future. These forward-looking statements are based on a number of assumptions about the Company’s operations and factors beyond the Company’s control, and accordingly, actual results may differ materially from those in or expected under the forward-looking statement. The Company does not undertake to revise forward-looking statements to reflect future events or circumstances.
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Contact Us North Asia Strategic Holdings Limited Business : Unit 1-5, 16th Floor, Futura Plaza Address 111-113 How Ming Street, Kwun Tong Kowloon, Hong Kong Stock Code : 8080 Website : www.nasholdings.com Investor Relations Tel : (852) 2622 0880 Fax : (852) 2169 0209 Email : [email protected]
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