8I Holdings Limited - ASX · 1/13/2017 · Ouija: Origin of Evil Feb 2017 Event Activation...

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8I Holdings LimitedGroup Overview & Updates

13 Jan 2017

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DisclaimerThis presentation was prepared exclusively for the benefit and internal use of the recipient and does not carry any rights ofreproducing any part of this discussion paper to any party. This presentation is preliminary in nature, and is incompletewithout any proper reference to, and should be viewed solely in conjunction with, the oral briefing provided by 8I HoldingsLimited. No part of this document may be reproduced or copied in any form or by any means without prior writtenpermission or consent of 8I Holdings Limited.

In preparing this presentation, we have assumed that all the information in all publicly available sources and those providedby the management and promoters are accurate and reasonable. Accordingly, the information has not been independentlyverified. No warranty or representation, express or implied, is made with respect to the information set out in thispresentation, nor will 8I Holdings Limited be responsible for the consequence of reliance on any opinion or statement setout herein.

Please note that this presentation is an outline on an indicative basis and does not represent a commitment from 8IHoldings Limited to finance on behalf of the recipient of this presentation in any form. This presentation would include butare not limited to those summarised herein and are subject to market conditions at the time of documentation.

This presentation was prepared based on regulations and guidelines currently in force which are subject to changes fromtime to time. If the time for the implementation of our recommendation extends into the future, our findings andrecommendations may not necessarily apply due to changing business and regulation conditions. Accordingly, we suggestcontinual discussions, especially prior to any implementation of our recommendation to confirm its appropriateness.

Prior to entering into any transaction contemplated hereby (a “Transaction”) you should determine, without reliance upon8I Holdings Limited, the economic risks and merits (and independently determine that you are able to assume these risks),as well as the legal, tax and accounting characterisations and consequences of any such Transaction. In this regard, byaccepting this presentation, you acknowledge that (a) we are not in the business of providing (and you are not relying on 8IHoldings Limited for) legal, tax or accounting advice, (b) there may be legal, tax or accounting risks associated with anyTransaction, (c) you should receive (and rely on) separate and qualified legal, tax and accounting advice and (d) you shouldapprise senior management in your organisation as to such legal, tax and accounting advice (and any risks associated withany Transaction) and our disclaimer as to these matters.

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Group Overview

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Education

Built on the bestlearning methods,to equip you withthe knowledge andt o o l s t o b r i n gsuccess to yourf inancial journey

KNOWLEDGECHAMPIONS

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8IE #1; FJI #3(1)

Note: (1) Ranking by market share; source – Euromonitor as of 31 Dec 2016

8IE & FJI: Existing

FJI: Existing

8IE: Existing

Education

KNOWLEDGECHAMPIONS

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To achieve long-te rm investmentreturns in l is tedequities through afocused strategy ofinvesting in AsianHidden Champions

Investments in Public Market

HIDDENCHAMPIONS

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To invest in GrowthC h a m p i o n s –private businessesw i t h s t r o n g ,sustainable models,high scalability andlong-term growthp o t e n t i a l

Investments in Private Market

GROWTHCHAMPIONS

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8IH Business EcosystemF

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8IH Value Creation

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Major Shareholders: 50.4%Ken Chee 24.0% Exec Chairman, 8IHClive Tan 18.1% Exec Director, 8IH

Cheshire Utd 6.1% Owned by Ken, Clive & Pauline

Pauline Teo 2.2% CEO, 8IE

Committed Major ShareholdersF

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1.5 2.4

6.7

12.3

20.8 21.0

7%

29%

48% 44%

84% 76%

0%

25%

50%

75%

100%

0.0

10.0

20.0

30.0

FY12 FY13 FY14 FY15 FY16 1H17Revenue NPAT Margin

Revenue (S$m) NPAT Margin

Robust Financial GrowthF

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RevenueS$21.0m

48%15%

37%

60%20%

20%

Adj. EBITDAS$16.6m

EducationInv. Private Mkts

Inv. Public Mkts

1H FY17 Revenue & EBITDAF

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Business UpdatesEducation

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Funnel

Create Millionaires

Create Awareness

Build Investor Base

Build Investor Community

Build Millionaire Network

Goal

Education FunnelF

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2,374

3,066 2,863

0

2,000

4,000

FY15 FY16 9M FY17

Participants Per Period

Value Growth WorkshopF

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Cumulative*

65 1,034 1,86031 88 217 394

1,0881,433

1,192 1,6762,277

3,127

4,363

5,247

0

2,000

4,000

6,000

8,000

FY12 FY13 FY14 FY15 FY16 9M 17

MIP, M-Circle & VIC

* M-Circle numbers are based on active members.

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3Key

Developments

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#1

§ For entrepreneurs: inaugural “Capital Precession” program held

§ 9M FY17: 85 entrepreneurs§ To extend “Capital

Precession” program regionally in future

Apr 2016

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#2

§ 8IE acquired 51% of Value Investing College

§Both partners will help drive mutual global expansion

May 2016

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#3

§ For youths: first “Get Your Dollar Sense” program held

§ 9M FY17: 31 participants § To introduce GYDS to

Singapore in 2017

Sep 2016

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Business UpdatesInvestments in Public Markets

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25,000 ListCoin Asia Pacific

Eliminate Accounting Fraud &

Corp Mis-governance

1

Eliminate Value-Traps & Narrow-Moats

2

500 Potential3

~20

Finding Asian Hidden Champions

4

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Successful yet

low profile

Sophisticated, hard-to-imitate

& valuable niche

Global or domestic market

leadership

1

23

Traits of Hidden ChampionsF

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-5.4%

2.8%

8.3%

11.8%

12.8%

24.9%

-10.0% 0.0% 10.0% 20.0% 30.0%

Nikkei 225

STI

ASX200

Hang Seng

MSCI Asia Pacific

Note: (1) Since inception on 01 Oct 2015 till 30 Sep 2016

Market Outperformance(1)

HIDDEN CHAMPIONS

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2Key

Developments

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#1

§Acquired 100% of the management shares of HCF at par value of US$100 to facilitate fund management license application

Oct 2016

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#2

§Has officially submitted application to relevant authorities for fund management license

§Engaged in formal discussions since Oct 2016

Nov 2016

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Business UpdatesInvestments in

Private Markets

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Right Business

Model

Right Financials / Valuation

Right Management

1

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Investment Selection Criteria

GROWTHCHAMPIONS

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Public Companies(1)

Portfolio of Investees

Private Companies

Note: (1) Velocity Property Group is seeking a listing on ASX in early 2017

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Jun 2016

Jun 2016

Jul 2016

Aug 2016

Advance System &

Consultant

Acquisition New Client New Client New Clients

Digimatic GroupF

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Aug 2016

Oct 2016

Dec 2016

Dec 2016

New Client New Event New Client New Client

Digimatic Group F

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Early 2017Seeking IPO

on ASX

Jun 2018Completion:

ONE Palm Beach

Dec 2016Sales

Update:ONE Burleigh

Headland

Nov 2016Completion:

Vue at Red Hill

Velocity Property GroupF

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WEBSITE Drives Sales Growth

CT HardwareF

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WAREHOUSE Facilitates E-Commerce & Ops

CT HardwareF

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ERP SYSTEM Enhances Inventory Planning

CT HardwareF

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Hemus Pacific – DJ RunF

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8MAD GroupF

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Nov 2016Virtual Realty

Activation Ouija: Origin of Evil

Feb 2017Event

Activation #SWAGRUN

8MAD Group – Brand ActivationF

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8I Vision 2020Inspire & Empower

Growth of 100 million Lives

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Interactive Financial

Forum

CuratedKnowledge

PortalUseful Tools

Financial Intelligence PlatformF

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Account Aggregator

1

Robo/ Bionic Advisor

Asset MgmtPlatform

Payment Gateway

E-Remittance

Wealth Management Platform

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THANK YOU

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8I Holdings Limited - ASX · 1/13/2017 · Ouija: Origin of Evil Feb 2017 Event Activation...

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Transcript of 8I Holdings Limited - ASX · 1/13/2017 · Ouija: Origin of Evil Feb 2017 Event Activation...