Global Connections Public Company · SET:GC
Global Connections Public — FY2014 Earnings Presentation
54 slides from Global Connections Public's earnings presentation, February 2015
Slide 1: The Performance Announcement Presentation
*OREDO&RQQHFWLRQV3XEOLF&RPSDQ\/LPLWHG 7KH 3HUIRUPDQFH $QQRXQFHPHQW 3UHVHQWDWLRQ )HEUXDU\ ϭ
Slide 2: Today's Content
7RGD\&RQWHQW &RPSDQ\2YHUYLHZ 3ODVWLFDQG3HWURFKHPLFDO,QGXVWU\ 7KH3HUIRUPDQFH ,5UHSRUW ,QYHVWPHQW+LJKOLJKW 4 $ Ϯ
Slide 3: Company Overview
&RPSDQ\2YHUYLHZ Listed to SET 6th Dec.2005 DŝůůŝŽŶ d, ϰ͕ϬϬϬ͘ϬϬ ϯ͕ϳϵϮ ϯ͕ϳϭϬ ϯ͕ϲϱϵ ϯ͕ϰϳϯ ϯ͕ϲϳϴ *& KDV EHHQ IRXQGHG VLQFH E\ ϯ͕ϰϮϵ ϯ͕ϱϬϬ͘ϬϬ ϯ͕ϮϳϮ ϯ͕ϯϵϬ ϯ͕ϭϳϮ H[SHULHQFHGPDQDJHPHQW ϯ͕ϬϬϬ͘ϬϬ Ϯ͕ϲϲϱ Ϯ͕ϱϬϬ͘ϬϬ Ϯ͕ϬϬϬ͘ϬϬ *& LV WKH GLVWULEXWRU ZLWK RYHU OHDGLQJ ϭ͕ϱϬϬ͘ϬϬ SURGXFHUV RI SODVWLFV DQG SHWURFKHPLF
Slide 4: Where we are in the value chain of Thai Petrochemical Industry
:KHUHZHDUHLQWKHYDOXHFKDLQRI7KDL 3HWURFKHPLFDO,QGXVWU\ 3HWURFKHPLFDODQGSODVWLFSURGXFHUV 8SVWUHDP ,QWHUPHGLDWH 'RZQVWUHDP &RPSRXQGHUV (QGXVHUV 0RQRPHU 3RO\PHU &RPSRXQGHUV 2OHILQ $URPDWLF *OREDO SURGXFHUV SURGXFHUV 0DVWHUEDWFK &RQYHUWHUV 3URGXFHUV &RQQHFWLRQV 0(*9&0 333(39& SURGXFHUV ϰ
Slide 5: GC's role and positioning in the market
*&·VUROHDQGSRVLWLRQLQJLQWKHPDUNHW /HDGVWKHGLIIHUHQWLDWLRQ (FRQRP\RI6FDOHWR6XSSOLHUV 6XSSOLHUV 6 6 6 6 6 6Q *OREDO&RQQHFWLRQV3XEOLF&R/WG /RJLVWLF :DUHKRXVLQJVPDOOGHOLYHU\DQGUHSDFNLQJ 3URYLGHG 6DOHV 0DUNHWLQJ &ORVHO\FRQWDFWWRHQGPDUNHWVFXVWRPHUV 7HFKQLFDO6HUYLFHV 7URXEOHVKRRWLQJ 3URGXFWDQG0DUNHW'HYHORS
Slide 6: Major Shareholders
0DMRU6KDUHKROGHUV ϯϭƐƚĞĐĞŵďĞƌ &ƌĞĞ&ůŽĂƚKǀĞƌǀŝĞǁƐŽĨ ϮϬϭϰ dŽƚĂů^ŚĂƌĞŚŽůĚĞƌƐ ϭ͕ϮϬϱ й^ŚĂƌĞƐŝŶDŝŶŽƌ DŝŶŽƌ^ŚĂƌĞŚŽůĚĞƌƐ ^ŚĂƌĞŚŽůĚĞƌƐ ϯϭ͘Ϭϵй ;&ƌĞĞĨůŽĂƚͿ ϭ͕ϭϭϮ ;й&ƌĞĞĨůŽĂƚͿ 5DQN 0DMRU6KDUHKROGHUVDVRIVW'HF 6KDUHV 6KDUHV 0U6RPFKDL.XOLPDNLQ 0U$LNDFKDL6LULMDQWDQDQ 0U6XPUXD\7LFKDFKRO 0U%KL\D-UL\DVHWDSRQJ 0U6RPNLD
Slide 7: Company History
&RPSDQ\+LVWRU\ &XUUHQW 6WDUWEXVLQHVVZLWK 'LYHUVLI\FRPSDQ\SRUWIROLR &UHDWHVXVWDLQDEOHJURZWK FRPPRGLW\SODVWLF IURPFRPPRGLW\WR EHLQJWKHEHVWSDUWQHUIRU VSHFLDOW\SODVWLF VROXWLRQDQGVHUYLFHLQLQGXVWULDO UDZPDWHULDOVXSSO\ 'LVWULEXWLQJDJHQWRI6&*3ODVWLFV&R 'LVWULEXWLQJDJHQW 'LVWULEXWLQJDJHQWRI%67 OWGDQG(DVWPDQ
Slide 8: Organization Chart
2UJDQL]DWLRQ&KDUW %RDUGRI'LUHFWRU 7KH1RPLQDWLRQDQG $XGLW&RPPLWWHH 5HPXQHUDWLRQ &RPPLWWHH ([HFXWLYH&RPPLWWHH ,QWHUQDO$XGLW &KLHI([HFXWLYH2IILFHU &KLHI0DUNHWLQJ &KLHI0DUNHWLQJ &KLHI0DUNHWLQJ &KLHI0DUNHWLQJ &KLHI2SHUDWLQJ 2IILFHU 2IILFHU 2IILFHU 2IILFHU 2IILFHU 3UHVLGHQW +XPDQUHVRXUFHDQG 6DOH 0DUNHWLQJ
Slide 9: Corporate Value
&RUSRUDWH9DOXH (WKLFV ,QWHJULW\ 3URIHVVLRQDO )RFXV 3DUWQHUVKLS 6WULYHIRUEHWWHU ϵ
Slide 10: Corporate Strategy
&RUSRUDWH6WUDWHJ\ 0DLQWDLQH[LVWLQJVWURQJPDUNHWSRVLWLRQLQJ %HFRPHVROLGSDUWQHUZLWKVXSSOLHUDQGFXVWRPHU 2IIHUWRWDOSURIHVVLRQDOVROXWLRQ %HOHDGHULQDGYDQFHGWHFKQRORJ\SURGXFW *URZWRZDUGVWKHJURZLQJLQGXVWULHV 'HYHORSQHZDSSOLFDWLRQPDUNHWIURPLQLWLDOVWDJH ϭϬ
Slide 11: Corporate Strategy
&RUSRUDWH6WUDWHJ\ *OREDO&RQQHFWLRQV 7² 7DOHQWOHYHUDJHG $² $(&RSSRUWXQLW\H[SRVXUH 6² 6DOLHQFHLQSURILWDEOHVDOHV .² .HHQFRVWDQGH[SHQVH PDQDJHPHQW ϭϭ
Slide 12: GC Business Unit
*& %XVLQHVV8QLW %8 %8 %8 63(&,$/7< (1*,1((5,1* 63(&,$/7< &2002',7<32/<0(5 32/<0(5 &+(0,&$/6 ,17(50(',$7( 3RO\ROHILQ 3(7 39& 6SHFLDOW\ (QJLQHHULQJ ,QGXVWULDO $GGLWLYHV 3HWUR&KHPLFDOV 3RO\ROHILQ 3ODVWLFV 3URGXFWV $GKHVLYHV ,QWHUPHGLDWH $XWRPRWLYHSDUWV &DU 0RWRUF\FOH,QWHULRUDQGH[WHULRUSDUWV &RPSRXQGLQJ
Slide 13: Marketing Structure
0DUNHWLQJ6WUXFWXUH *& %XVLQHVV8QLW %8 %8 %8 63(&,$/7< (1*,1((5,1* 63(&,$/7< &2002',7<32/<0(5 32/<0(5 &+(0,&$/6 ,17(50(',$7( • WŽůLJŽůĞĨŝŶƐ • ELJůŽŶ͕WKD͕Wd͕d͕Wd͕>W͕W • WůĂƐƚŝĐĚĚŝƚŝǀĞ W͗,W͕>W͕>>W;ϰ͕ϴͿ • ůĂĐŬͬtŚŝƚĞD •/ŶƚĞƌŵĞĚŝĂƚĞĐŚĞŵŝĐĂů WW͗,ŽŵŽ͕ůŽĐŬŽƉŽ͕ZĂŶĚŽŵ • WD͕ƵƚLJů •ůĞĂŶŝŶŐŐĞŶƚ • Ws • K͕WůĂƐƚŽŵĞƌ͕WW
Slide 14: Key Strategic Market
3DFNDJLQJ ,QGXVWULDO0DUNHW $XWRPRWLYH 7R\V 6WDWLRQHU\ IXUQLWXUHFRQVWUXFWLRQ ( ($SSOLDQFH 3HUVRQDO&DUH3URGXFWV VKRHVDGKHVLYH5RDGPDUNLQJ
Slide 15: New Business – Micronice by Technogreen
1HZ%XVLQHVV² 0LFURQLFHE\ 7HFKQRJUHHQ 0DUFK$ VLJQLQJFHUHPRQ\RIFRRSHUDWLRQEHWZHHQ7HFKQRJUHHQ&RPSDQ\/LPLWHG DQG *OREDO &RQQHFWLRQV 3XEOLF &RPSDQ\ /LPLWHG RQ 3URGXFW DQG 0DUNHW 'HYHORSPHQW RI QHZ LQQRYDWLRQ %LRGHJUDGDEOH DQG (QYLURQPHQWDOO\ IULHQGO\ 3URGXFW VXFK DV 2LO *UHDVH &OHDQHU:DWHU$GGLWLYH 6FDOH3
Slide 16: Micro-Nice applications
&RROLQJ7RZHU&KLOOHU(YDSRUDWLYH%RLOHUj°´µ¦Á·³¦´Ä®¤n¨³ ¢g¢¼¦³Îµªµ¤¦o°ªµ¤Á¥È 2LO&OHDQLQJ宦´ÁÈ媵¤³°µ¦µÊε¤´·É¦ÁÈ媵¤³°µ¡ºÊ·ªn° ¡n¸¡·¤¡r¨µ¥ 3UHZDVWHZDWHUWUHDWPHQWnª¥ÎµÄ®oÂ¥ °Á¸¥°°Åonµ¥ +RXVHKROG¨·£´r宦´ÄoĦ´ªÁ¦º°¨°£´¥Å¦oµ¦¡·¬
Slide 17: The innovation of Micro-Nice
dŚĞŝŶŶŽǀĂƚŝŽŶŽĨDŝĐƌŽͲEŝĐĞΠͲϱ ϭϳ
Slide 18: System Clean for Cooling Tower
6\VWHP&OHDQ IRU&RROLQJ7RZHU %HIRUH $IWHU ϭϴ
Slide 19: System Clean for Evaporative
6\VWHP&OHDQ IRU(YDSRUDWLYH ϭϵ
Slide 20: Feedback from Customers: Before/After Cooling Tower
)HHGEDFNIURP&XVWRPHUV%HIRUH $IWHU &RROLQJ7RZHU ϮϬ
Slide 21: Feedback from Customers: Before/After Cooling Tower
)HHGEDFNIURP&XVWRPHUV%HIRUH $IWHU &RROLQJ7RZHU Ϯϭ
Slide 22: Feedback from Customers: Before/After Oil Cleaning
)HHGEDFNIURP&XVWRPHUV%HIRUH $IWHU 2LO&OHDQLQJ Bio3Mex : ÁÈ媵¤³°µ¦µÊε¤´Â·Á°¦r Engine Cleaner Bio3Mex RP-2 : ÁÈ媵¤³°µ¦µÊε¤´¦µ¦¸Á·¤Å¤n¨° ÄoEngine Cleaner ÄoÊε 媵¤³°µ 媵¤³°µ ϮϮ
Slide 23: Feedback from Customers: Before/After Pretreatment
)HHGEDFNIURP&XVWRPHUV%HIRUH $IWHU 3UHWUHDWPHQW After Before ÊεĦ°Îµ´oª¥»¨·¦¸¥rn°¨n°¥·Ê ®¨´µ¦´£µª³Â¨³Á·¤SepA Êε·Êµµ¦¨oµsilk screen ³°Â¥´Ê£µ¥Ä¦¹Éª´ ¤¸¸Áº°Á¥°³Â¨³o°Á¸¥Á·Îµ´ ³°¸nε´Á¸¥nµÄonµ¥¨¨ Ϯϯ
Slide 24: Feedback from Customers: Clean & Clear
)HHGEDFNIURP&XVWRPHUV&OHDQ &OHDU ÊεÁ¸¥µµ¦¨oµoª¥Êε¥µ¨oµµ´ÉªÅ: Êε¥µ¨oµµ´ÉªÅ³ÎµÄ®oÊε¤´Â¨³Å ¤´µnªµ°µ®µ¦¦ª¤´ªÁ}ÁºÊ°Á¸¥ª´Êε·Ê ¹ÉÁ}n°Á· °o°Å ¤´¨·ÉÁ®¤Èn°Êε·Ê°»´Â¨³£µª³ÊεÁnµÁ¸¥¨·ÉÁ¤¸µÊε¥µ¨oµµ·µ Á¡¦µ³Êε¥µ¨oµµ´ÉªÅÁ}Á
Slide 25: Micro-Nice's Sale Performance
0LFUR1LFH·V 6DOH3HUIRUPDQFH Ϯϱ
Slide 26: Plastic and Petrochemicals Industry
3ODVWLFDQG3HWURFKHPLFDOV,QGXVWU\ Ϯϲ
Slide 27: Economic Situation in 2013
ĐŽŶŽŵŝĐ^ŝƚƵĂƚŝŽŶŝŶϮϬϭϯ 7KH JOREDOHFRQRP\ UHPDLQV &UXGHRLOSULFHVIHOO VKDUSO\LQWKH IRXUWKTXDUWHU RI DVUREXVW YXOQHUDEOHHYHQ86$ZDV JOREDOSURGXFWLRQH[FHHGHGGHPDQG VOLJKWO\LPSURYHG %X\LQJSRZHU KDVEHHQ VKULQNLQJIURPHFRQRPLFVLWXDWLRQSRVHG QHJDWLYHLPSDFWVRQLQYHVWRUV·DQGFXVWRPHUV·FRQILGHQFH 2QJRLQJWHUULWRULD
Slide 28: Economic Situation and Prospects in 2015
ĐŽŶŽŵŝĐ^ŝƚƵĂƚŝŽŶĂŶĚWƌŽƐƉĞĐƚƐŝŶϮϬϭϱ 'RPHVWLFSXUFKDVLQJSRZHU 86(FRQRP\ZLOOJURZWKVWDELOLW\ &UXGH RLO LV OLNHO\ WR IDOO IXU ZLOOEHLPSURYHGEXWLV (XURSHDQG&KLQDZLOOOLNHO\ WKHULQILUVWKDOIRI XQOLNHO\WRSXOOH[SRUWJURZWK VWHDG\:KLOH-DSDQDQG,QGLD LQ LVVHHPHGOLNHWREHEHWWHU .H\GULYHUIRU7KDLHFRQRP\DUH 'RPHVWLFSURG
Slide 29: Crude Oil Price Chart
&UXGH2LO3ULFH&KDUW 0DU )HE Source : http://www.nasdaq.com/markets/crude-oil.aspx ) ) 2LO $9* 4 4 4 4 $9* 4) 4) 4) 4) $9* 0$; 0,1 $9* &UXGH2LO:7, &UXGH2LO%UHQW Source: Economic Intelligence Center - SCB (Jan 2015)
Slide 30: Thailand Economic Growth Rate
7KDLODQG(FRQRPLF*URZWK5DWHE\ 7KH1DWLRQDO(FRQRPLFDQG6RFLDO'HYHORSPHQW%RDUG (FRQRPLF*URZWK5DWH *URZWK ) *'3 ,QIODWLRQ ([SRUW $VRI)(% 6RXUFH2IILFHRI7KH1DWLRQDO(FRQRPLFDQG 6RFLDO'HYHORSPHQW%RDUGKWWSZZZQHVGEJRWK ϯϬ
Slide 31: Private Consumption Index (Bank of Thailand)
TE pupjipy, Jo yug : ao1nog ptoz etoz zt0z yr uer yr uer ye uer s ott o ozt 0 ogt t ovt 8 ost & (SH¥) WOW% (SHY) AOA pall ba % xopul yep Areujuinaid = ¢ ze | oo | oo | v0 = : - DOO% ‘WOW% ge | vo | oo | zo | to | zt | oo | €o0 KOAM% ooer | out | vovt | wot | vert | zopt | coor | exer ibd pea | sn |
Slide 32: Thailand Capacity Utilization
dŚĂŝůĂŶĚĂƉĂĐŝƚLJhƚŝůŝnjĂƚŝŽŶ ϯϮ
Slide 33: Export Growth
džƉŽƌƚ'ƌŽǁƚŚ Source : Bank of Thailand ϯϯ
Slide 34: Economic Drivers in 2015
ĐŽŶŽŵŝĐƌŝǀĞƌŝŶϮϬϭϱ Source : Projected by Economic Intelligence Center, Siam Commercial Bank ϯϰ
Slide 35: Key Strategic Market
.H\6WUDWHJLF0DUNHW 3DFNDJLQJ ,QGXVWULDO0DUNHW $XWRPRWLYH 7R\V 6WDWLRQHU\ IXUQLWXUHFRQVWUXFWLRQ ( ($SSOLDQFH 3HUVRQDO&DUH3URGXFWV VKRHVDGKHVLYH5RDGPDUNLQJ
Slide 36: Customer segment by Sale Value
&XVWRPHUVHJPHQWE\6DOH9DOXHLQ
Slide 37: Revenue from each segment
'LDJUDPFRPSDUHGUHYHQXHIURPHDFKVHJPHQWVLQ 0LOOLRQ7+% 3HWURFKHPLFD &RQVXPHU 2WKHUV $JULFXOWXUH &RQVWUXFWLRQ (OHFWURQLFV $XWRPRWLYH 3DFNDJLQJ O 3URGXFWV
Slide 38: Manufacturing Production Index
8E vp | vp | Lo | ol | vl | 90 | soouenddy e21990)3 Lb os | vo | 1z eb | ob | sonseyd 9 sioqgny op | sz | o9 | et | et | zz syeoqway> Sp | Ze | 6b | Se | WS | OT UYORINUSUOD 7g JUDUDD pe | TIt- | we | 9zz- | coz- | z92- $2)21U2A pst | vs | ez | gor | zit | es SUO}INPUOIWES * D} ou | xe | we | sz | e
Slide 39: Thailand Auto Production
7KDLODQG$XWR3URGXFWLRQ 0RWRU9HKLFOH3URGXFWLRQ'RPHVWLF 8QLW 6DOHVDQG([SRUWRI7KDLODQG 'RPHVWLF6DOHV ([SRUW &KDQJH <HDU 'RPHVWLF6DOHV ([SRUW 3URGXFWLRQ 6RXUFH$XWRPRWLYH,QWHOOLJHQFH8QLW7KDLODQG$XWRPRWLYH,QVWLWXWH
Slide 40: Performance
SOUDWHOLIOd 710Z
Slide 41: Statements of Comprehensive Income
6WDWHPHQWVRI&RPSUHKHQVLYH,QFRPH 8QLW0LOOLRQ %DKW $FWXDO4 $FWXDO<HDU &KDQJH &KDQJH 6DOHV &2*6 *URVV3URILW 6HOOLQJ $GPLQ([SHQVHV 5HGXFWLRQRILQYHQWRU\WRQHW UHDOLVDEOHYDOXH 5HYHUVDO ',9 (%,7'$ 'HSUHFLDWLRQ ,QWHUHVW([SHQVHV 3URILW%HIRUH2WKHU,QFRPH 2WKHU,QFRPH *DLQ /RVV RQH[FKDQJHUDWH 3URILWEHIRUH7D[ 7D[
Slide 42: Sales Structure
6DOHV6WUXFWXUH BU3 %8 6DOHV4XDQWLW\ 6DOHV4XDQWLW\LQ3HUFHQWDJH BU2 %8 BU1 '000 T %8 0.2 0.0 0.1 13.1 0.1 13.5 0.0 17.2 19.0 20.1 51.5 48.7 42.1 28.1 35.1 BU3 BU3 BU2 6DOHV9DOXH0LOOLRQ%DKW BU2 6DOHV9DOXHLQ3HUFHQWDJH BU1 BU1
Slide 43: Gross Profit Structure
*URVV3URILW6WUXFWXUH %8 %8 %8 *URVV3URILW%\%8 %8 %8 %8 *URVV3URILWLQ3HUFHQWDJH %8 *URVV3URILW0DUJLQE\%8 %8 %8 ϰϯ
Slide 44: Statements of Comprehensive Income Highlights
6WDWHPHQWVRI&RPSUHKHQVLYH,QFRPH+LJKOLJKWV Revenue & Net Profit 5HYHQXHDQG1HW3URILW 4000 ,Q6DOHVLQFUHDVHGIURP 3500 DURXQGGXHWRWKHJURZWKRIVDOHV 3000 YDOXHRI%8UHVXOWLQJIURPKLJKHU 2500 DYHUDJHVHOOLQJSULFHDQGVRPHJDLQ 2000 EDFNVDOHVRISUHYLRXVO\ORVWFXVWRPHUV 1500 %XWWKHGURSLQVDOHVYDOXHRI%8ZDV 1000 GXHWRWKH
Slide 45: Statements of Financial Position
6WDWHPHQWVRI)LQDQFLDO3RVLWLRQ 8QLW0LOOLRQ%DKW $VVHW &KDQJH 7UDGH5HFHLYDEOHV ,QYHQWRU\ 1HW)L[HG$VVHWV 7RWDO$VVHWV /LDELOLWLHV 6KRUW7HUP/RDQ 7UDGH3D\DEOHV 7RWDO/LDELOLWLHV (TXLW\ 3DLGXS&DSLWDO 6KDUH3UHPLXP 5HWDLQHG(DUQLQJV 7RWDO(TXLW\ ϰϱ
Slide 46: Statements of Financial Position Highlight
6WDWHPHQWVRI)LQDQFLDO3RVLWLRQ+LJKOLJKW 'HEWWR(TXLW\5DWLR D/E ratio is relatively lower. D/E ratio drop less than 2.0 which was decreased after IPO proceeds. However, the higher D/E ratio in 2011-2014 were resulting from the increase in short-term loan and dividend payout. &XUUHQW5DWLR Continuous i
Slide 47: Cash Flow Statements
&$6+)/2: 67$7(0(176 )257+(<($56(1'(''(&(0%(5$1' 8QLW7KRXVDQG%DKW &DVKIORZVIURPRSHUDWLQJDFWLYLWLHV 3URILWEHIRUHWD[ $GMXVWPHQWVWRUHFRQFLOHSURILWEHIRUHWD[WRQHWFDVKSURYLGHGE\ SDLGIURP RSHUDWLQJDFWLYLWLHV 3URILWIURPRSHUDWLQJDFWLYLWLHVEHIRUHFKDQJHVLQRSHUDWLQJDVVHWVDQGOLDELOLWLHV 2SHUDWLQJDVVHWV LQFUHDVH G
Slide 48: Cash Flow Statements (continued)
&$6+)/2: 67$7(0(176 FRQWLQXHG )257+(<($56(1'(''(&(0%(5$1' 8QLW7KRXVDQG%DKW &DVKIORZVIURPLQYHVWLQJDFWLYLWLHV $FTXLVLWLRQRIPRWRUYHKLFOHVDQGHTXLSPHQW $FTXLVLWLRQRIFRPSXWHUVRIWZDUH 3URFHHGVIURPVDOHVRILQYHVWPHQWSURSHUWLHV 3URFHHGVIURPVDOHVRIPRWRUYHKLFOHVDQGHTXLSPHQW 1HWFDVKIORZVIURP XVHGLQ LQYHVWLQJDFWLY
Slide 49: Dividend Payout
'LYLGHQG3D\RXW Dividend Payout Ratio To be top 50 dividend yield stock with continuous growth Positioning of GC Stock Dividend Payment Record 2SHUDWLRQ 'LYLGHQG 3D\PHQW ;'DWH 3ULFHZLWK;'DWH 'LYLGHQG<LHOG 3HULRG %36 'DWH EHIRUH RQ[GDWH FDOIURPEHIRUH;'DWH3ULFH 'HF $ SU $ SU 1$ 1$ -XQ 6HS $ XJ 'HF $ SU
Slide 50: Dividend Payment Record
'LYLGHQG3D\PHQW5HFRUG 2SHUDWLRQ 'LYLGHQG 3D\PHQW ;'DWH 3ULFHZLWK;'DWH 'LYLGHQG<LHOG 3HULRG(QGLQJ %36 'DWH EHIRUH RQ[ FDO)URPEHIRUH; 'HF $SU $SU 1$ 1$ -XQ 6HS $XJ 'HF $SU $SU -XQ 6HS $XJ 'HF $SU $SU -XQ 6HS $XJ 'HF $SU $SU -XQ 6HS $XJ 'HF $SU $SU -XQ 6HS $XJ 'HF $SU $SU -XQ 6HS $XJ 'HF $SU $SU -XQ 6H
Slide 51: GC Dividend Yield
*&'LYLGHQG<LHOG 5HVRXUFH ,QWHUHVWUDWHLVD:HLJKWHG$YHUDJHLQWHUHVWUDWHIURP%DQNRI7KDLODQG ,QIODWLRQUDWHIURP1(6'% ϱϭ
Slide 52: SET INDEX and GC Stock Price
,QYHVWRU5HODWLRQV5HSRUW 6(7,1'(;DQG*&6WRFN3ULFH -DQ 'HF *& $YHUDJH3HWUR,QGXVWULDO 3( 5DWLR 'YG<LHOG 52( 6RXUFH6HW:HEVLWHDVDWVW -DQXDU\ 6WRFN3ULFH 8QLW%36 0RQWK 4 4 4 4 +LJK /RZ 7UDGH9ROXPH-DQ 'HF ϭ͕ϮϬϬ͕ϬϬϬ $Y HUDJH ϭ͕ϬϬϬ͕ϬϬϬ ϴϬϬ͕ϬϬϬ 6WRFN9ROXPH ϲϬϬ͕ϬϬϬ 0RQWK 4 4 4 4 ϰϬϬ͕ϬϬϬ EŽ͘^ŚĂƌĞƐͬĚĂLJ +LJK ϮϬϬ͕ϬϬ
Slide 53: Investment Highlight
,QYHVWPHQW+LJKOLJKW $/HDGLQJDQGIDVWJURZLQJZLWKEHVWVROXWLRQVDQGVHUYLFHSURYLGHU LQ7KDLSODVWLFDQGSHWURFKHPLFDO,QGXVWU\ 'LVWULEXWRUVKLSIURPPRVWRIWKHZRUOGOHDGLQJSURGXFHUV 9LVLRQDU\H[SHULHQFHGKDQGVRQPDQDJHPHQWWHDP /RQJWHUPUHODWLRQ7UDGHSDUWQHUDQGDOVR)LQDQFLDO,QVWLWXWHSDUWQHU 'LYHUVLILHG DQGZHOOEDODQFHGVRXU
Slide 54: Thank you – Questions are welcome
7KDQN\RX 4XHVWLRQVDUHZHOFRPH ϱϰ
Global Connections Public Company — FY2014 Earnings Presentation on 6ix