2012 Corporate Presentation - North Asia Strategic ... 2012_Corporate Presentation.pdf · TKC sale...

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N ORTH A SIA S TRATEGIC HOLDINGS LIMITED 2012 Corporate Presentation

Transcript of 2012 Corporate Presentation - North Asia Strategic ... 2012_Corporate Presentation.pdf · TKC sale...

NORTH ASIA STRATEGIC HOLDINGS LIMITED

2012 Corporate Presentation

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

6

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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PCBA

Process, Assembly & Test

American Tec Suppliers SMT Manufacturing Equipment

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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

About Perfect Combo

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Global Offering Local Offering

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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