Tatung Co. · TWSE:2371
Tatung — Q1 2011 Earnings Presentation
11 slides from Tatung's earnings presentation, May 27, 2011
Slide 1: Tatung Company
Tatung Company (2371TT) Integrity, Honesty, Industry, Frugality 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement The statements included in this presentation that are not historical in nature are forward-looking statements. These forward-looking statements which may include statements regarding Tatung group future results of operations, financial condition, and investment plan are subject
Slide 3: Financial Highlights
Financial Highlights Unit : NT$M Q1 2011 Q1 2011 Q1 2010 Projection Actual Actual Sales 8,740 9,381 8,872 Operating Profits 74 108 26 Other -412 -219 Income/losses Net Income/losses -309 -304 -193 Operation profit was much better than 2010 Q1 Investment losses were much improved because of decrease
Slide 4: Business Portfolio
Business Portfolio TODAY FUTURE Consumer Digital Electronics Consumer Home Appliances Power & Energy Power Infrastructure Motors Power & Energy Wires & Cables New Energy & New Energy & Energy Energy Saving Solutions Saving Solutions Reposition & Simplify Growth & Value Creation
Slide 5: Growth Engine in Core Business
Growth Engine in Core Business OEM for Poly Crystalline Silicon Ingot Smart Grid Development Smart meters Smart distribution Amorphous transformers Energy Saving Initiatives Products Energy management systems
Slide 6: Taiwan’s Major Plans for Next Decade
Taiwan’s Major Plans for Next Decade Tatung is related to 6 of the 10 • Medical & health care Six LED Lighting ※ • Green Energy Emerging • … Industries Smart Devices ※ Medical Devices ※ LCD panels ※ • Cloud 10 Major Computing Four Smart Industries Solar Energy ※ • Smart Electric Cars Industries (Tec
Slide 7: China’s 12th Five-year Plan
China’s 12th Five-year Plan Tatung is related to 5 of the 7 ※ Energy-saving and environmental protection ※ New Energy New Materials Readjust Structure ※ New-energy vehicles Bio-technology Increased Maintain Domestic Urbanization Growth Consumption ※ New generation information technology ※ High-end e
Slide 8: Group Strategies for next 5 Years
Group Strategies for next 5 Years 8
Slide 9: Investment Focus
Investment Focus New Energy Solar industry GET: Expand to 1GW at the end of 2010 and 2.2GW in 2011 LED industry Ramping up 30K mm per month sapphire ingot at the end of 2010 and 200K mm per month ingot in 2011 by SCSC Asset development SCAD launched 3rd Project Phase II (“Tatung Palace Mansion”) in
Slide 10: Group Synergy and Investment Focus
Group Synergy and Investment Focus • Power & Energy Business Group • ICT and Energy Solutions BU • Green Energy Technology • Tatung System Tech. Inc. • Tatung Fine Chemicals Investment in Investment in • Tatung Medical Healthcare Service Energy • San Chi Semiconductor Co. Tech. Brand & • Digital Dis
Slide 11: Imperatives for value creation
Imperatives for value creation Focus (New Products & Services with profits) Create (Value in New Energy) Grow and Expand (In China & ASEAN) 11