Walsin Lihwa Corporation · TWSE:1605
Walsin Lihwa — Q2 2018 Earnings Presentation
10 slides from Walsin Lihwa's earnings presentation, Aug 2, 2018
Slide 1: Walsin Lihwa Corporation 2018/Q2 Investor Conference
Walsin Lihwa Corporation 2018/Q2 Investor Conference 1 Strictly for internal use
Slide 2: Disclaimer
Disclaimer Walsin’s statements of its current expectations are forward looking statements subject to significant risks and uncertainties and actual results may differ materially from these forward-looking statements. Except as required by law, Walsin undertakes no obligation to update any forwar
Slide 3: Agenda
Agenda 2018H1 profit P4 Wire and cable segment P5 Stainless steel segment P6 ~ P7 Commercial real estate segment P8 Appendix P9 ~ P10 Segment definition 3 Strictly for internal use
Slide 4: 2018H1 Profit
2018H1 Profit Stable profits for manufacturing NTD'M Net income 2015 1,602 2016 4,568 2017 2018H1 6,560 7,608 segment as the market gradually EPS (NTD) 0.45 1.33 1.97 2.29 recovers EBITDA 5,120 8,332 11,699 13,160 EBITDA-Manufacturing segment Commercial real estate segment + investments 6,398 7,
Slide 5: Wire and Cable Segment
Wire and Cable Segment Wire and cable segment – Wire and cable segment had a higher Net income Sales volume (NTD M) net income & sales volume (KMT) sales volume and profits due to seasonality Power cable Sales volume increased in Q2 due to increasing construction orders of real estate and fact
Slide 6: Stainless Steel Segment
Stainless Steel Segment Stable profits for stainless steel Net income Stainless steel segment – net income & sales volume Sales volume segment (NTD M) (KMT) Since mainland China enhanced in combating violations of environmental protection in 2018H1, the price and volume of our stainless steel pr
Slide 7: Stainless Steel Segment - product mix
Stainless Steel Segment Rods in mainland China- product mix Enhance operating and financial performance by increasing sales volume and improving product mix in mainland China Keep improving high quality products and adjusting Stainless steel in Taiwan – product mix product mix in Taiwan High R
Slide 8: Commercial Real Estate Segment
Commercial Real Estate Segment The rental rate of Taipei Xinyi Headquarter is close to 100%, bringing steady rental income annually. Construction of the residential buildings, Jing Yuan, in Plot D of Nanjing Walsin Centro was completed in 2017: Area Selling price Status Remarks (K m2) (RMB billi
Slide 9: Appendix - Segment definition
Appendix - Segment definition 9 Strictly for internal use
Slide 10: Segment definition
Segment definition Stainless Steel segment: Yansheui Factory, Taichung Factory, Yantai Walsin, Jiangyin Walsin Specialty Alloy, Jiangyin Walsin Steel Cable, Shanghai Baihe Walsin and Changshu Walsin. Wire & Cable segment: Xingzhuang Factory, Yangmei Factory, Nanjing Walsin Metal, Dongguan Walsin