Chin Well Holdings Bhd — Shareholder Meeting (January 2022)

5 slides from Chin Well Holdings Bhd's shareholder meeting presentation, Jan 28, 2022

Slide 1: AGM Company Update and Forecast
AGM Company Update and Forecast 28 January 2022
Slide 2: Steel Industry Updates
Steel Industry Updates South East Asia CHINA USA Europe Markets • 13% Export rebate • USA strike China • ADD on steel • Shortage of supply cancelled on 1st with of 25% tax on fasteners from and manpower May 2021 for steel steel products, to China to EU with due to MCOs and products. keep its leader
Slide 3: 1Q22 Operations Review
Rebound in orders after Pandemic of COVID19 ………..  1Q22 fastener revenue increased by 41% y-o-y to Fastener Revenue & ASP Trend RM105.21mil 145.0 5.65 6.92 7 • Sales volume increased by 16% in the current quarter, mainly due 125.0 5.75 5.65 5.32 6.46 6.00 5.37 5.60 6 to rebounded order from Europe.
Slide 4: Revenue Analysis: Geographical & Product
Global market shows gradual recovery……. 100% FY22 Revenue 27% Segmentation: Product 80% 35% 38% 32% 47% 0% 26.7% 1% 3% yoy 1% 1% 9% 60% 17% 14% 1% Wire 10% 42% 28% 40% 31% 18% RM146.42mil 42% 20% 29% 22% 11% 23% 3% 3% 6% 5% 0% 1% 2% 2018 2019 2020 2021 2022 Fasteners40.5% Others North America Europe
Slide 5: Future Outlook
SUMMARY 1 Trillion USD CO2 Nneutral Plan infrastructure opens high steel brings future price era orders Europe may Challenges and impose 89.69% Oppotunities ADD for goods from China Shortages CoVid influencing increase cost economic growth and price Profile Financials Industry Strategies Inv InvCase