8I Holdings Ltd. · ASX:8IH
8I — Shareholder Meeting (July 2017)
34 slides from 8I's shareholder meeting presentation, Jul 27, 2017
Slide 1: 8I Holdings Annual General Meeting
For personal use only 8I Holdings Annual General Meeting 27th July 2017, Singapore
Slide 2: How We Started & Where We Are Today
How We Started & Where We Are Today For personal use only 8I Growth Journey Investment in Investment in Education 8VIC (Knowledge Champions) Public Markets Private Markets 8 Capital (Hidden Champions) 8IH (Growth Champions) 8I Holdings Limited © Copyright 2017
Slide 3: Group Financial Highlights
Group Financial Highlights For the financial year ended 31 March 2017 For personal use only Revenue & Investment Income Net Asset Value S$28.9 million S$61.7 million Total Comprehensive Income Total Assets S$8.9 million S$68.6 million Net Profit For the Financial Year $11.5 million 8I Holdings Limit
Slide 4: Group Financial Highlights
Group Financial Highlights Revenue & Net Profit (S$’000) For personal use only 40,000 80,000 35,000 70,000 30,000 60,000 25,000 50,000 20,000 40,000 15,000 30,000 10,000 20,000 5,000 10,000 0 0 2012* 2013* 2014* 2015 2016 2017 Revenue & Other Gain & Income 1,495 2,439 7,087 12,452 31,595 30,715 Net
Slide 5: Business Segment Update: Education – Knowledge Champions
For personal use only Business Segment Update Education – Knowledge Champions
Slide 6: Grooming Knowledge Champions - Education: Outstanding Results
Grooming Knowledge Champions - Education Outstanding Results For personal use only • ~ 8,000 lives inspired • S$10,721,262 in Revenue • S$3,592,048 in Profit 8I Holdings Limited © Copyright 2017
Slide 7: Millionaire Investor Program and Value Investing Bootcamp Updates
Grooming Knowledge Champions - Education Millionaire Investor Program Value Investing Bootcamp For personal use only Updates Updates • 84 batches of graduates across • 2,508 graduates across Singapore, Singapore, Malaysia and China Malaysia, Taiwan, Thailand, Myanmar, • 5,424 participants graduated
Slide 8: Value Investing Summit (VIS) Updates
Grooming Knowledge Champions - Education Value Investing Summit (VIS) Updates For personal use only • Signature annual event organised for the 6th year • Largest Value Investing event in Asia • Over 1,200 attendees from Singapore, Malaysia, Thailand, Indonesia, Philippines, China, Cambodia, and Aust
Slide 9: Inter-Varsity Stock Research Challenge 2017 Updates
Grooming Knowledge Champions - Education Inter-Varsity Stock Research Challenge 2017 Updates For personal use only • Objective is to promote the study of value investing among tertiary students, allow the students to gain exposure and recognition in the community of value investors. • Three undergra
Slide 10: Ventures into Media (Edutainment)
Grooming Knowledge Champions - Education Ventures into Media (Edutainment) For personal use only 8I partnered Astro Malaysia to produce and screen financial literacy variety program on national TV – Money Money Home ( ) • Viewership for first episode reached approximately 124,000 • An average viewer
Slide 11: A New Beginning
Grooming Knowledge Champions - Education A New Beginning For personal use only • 8I Education merge with Value Investing College forming 8VIC. 8VIC Team 8I Holdings Limited © Copyright 2017
Slide 12: 8VIC - Education: Global Value Investing Education Provider
8VIC - Education Positioning to be the No. 1 Global Value Investing Education Provider For personal use only • FY2017 Revenue of S$10.7m • FY2017 Net Profit of S$3.6m Existing Offices Presence Future Plans Offices Expansion Plan (Incorporation) 8I Holdings Limited © Copyright 2017
Slide 13: Investopia – World Tour
8VIC - Education Investopia – World Tour For personal use only • A conference showcasing the latest investment strategies by world-renowned value investors in the different countries. Investopia Malaysia Investopia Singapore Investopia Thailand Investopia Taiwan 1st April 2017 19th August 2017 2nd S
Slide 14: Business Update: Investment in Public Markets – Hidden Champions
For personal use only Business Update Investment in Public Markets – Hidden Champions
Slide 15: Investing in Hidden Champions - Public Markets
Investing in Hidden Champions - Public Markets 8 Capital Pte Ltd is registered as a Registered Fund For personal use only Management Company (“RFMC”) under Monetary Authority of Singapore • Licensed Fund Management Services The RFMC will allow 8 Capital to manage and/or advise up to 30 Accredited In
Slide 16: Investing in Hidden Champions: Performance
Investing in Hidden Champions - Public Markets Performance For personal use only Outperforming Asia-Pacific Indices since Inception(1) If you had invested $100,000 at inception(2), today it would be worth about $121,000 Note: (1) As at 31 March 2017 (2) Since inception at 30 September 2015 Returns i
Slide 17: Investing in Hidden Champions: Investment Process & Strategy
Investing in Hidden Champions - Public Markets ~ 20 ~ US$20m ~ US$4m Portfolio Stocks Current Portfolio Total Gains(2) For personal use only Note: (2) Since inception at 30 September 2015 20-30 • Strives to achieve long-term returns in listed COMPANIES equities through investing in Asian Hidden Cham
Slide 18: Value-to-Quality (VQ) Quadrant
Investing in Hidden Champions - Public Markets Value-to-Quality (VQ) Quadrant: For personal use only • The portfolio of companies in the Hidden Champions Fund are higher in quality and yet undervalued. Value-to-Quality (VQ) ratio 30 Overvalued Zone 1.22 India 25 1.22 Taiwan 1.11 Thailand 2.63 Singap
Slide 19: Focus on FY16/17 and Future Plan
Investing in Hidden Champions - Public Markets Focus on FY16/17 For personal use only • Grow AUM for potential increase in income from performance by creating sub-funds • Bespoke Sector-Focused HCF for targeted family offices. For eg. • Geospatial/IoT Tech HCF • Education HCF • Continuously improve
Slide 20: Business Update: Investment in Private Markets
For personal use only Business Update Investment in Private Markets
Slide 21: Partnering with Growth Champions: Performance in FY2017
Partnering with Growth Champions - Private Markets Performance in FY2017 For personal use only • Revenue of S$15.2m • Net Profit S$6m Our Focus : Capital Allocation Acquisition of New Businesses a) Synergistic Partners who add value to 8I’s Eco-System b) Growth Companies 8I Holdings Limited © Copyri
Slide 22: Portfolio of Investees
Partnering with Growth Champions - Private Markets Portfolio of Investees For personal use only Private Companies (1) Public Companies Footnote: (1) Disposal of 51% stake to Clear A2Z Pte Ltd, an entity wholly owned by current minority shareholder will require 8IH’s shareholder approval during the u
Slide 23: 8MAD Group
Partnering with Growth Champions - Private Markets 8MAD Group For personal use only Reputable branding consultancy and communications agency that builds great brands through branding solutions, effective brand communications and CSR. Updates: • New contracts from leading brands eg. Carousell, System
Slide 24: CT Hardware
Partnering with Growth Champions – Private Markets CT Hardware For personal use only Established Hardware Retailer and Wholesaler, offering quality products delivered on time and at competitive prices Updates: • Celebrated 40th Anniversary • New website & digital team to drive e-commerce • New wareh
Slide 25: Velocity Property Group
Partnering with Growth Champions – Private Markets Velocity Property Group For personal use only Vibrant boutique property development firm that specialises in cosmopolitan developments in Brisbane and Gold Coast Updates: • Successfully listed in ASX in February 2017 • Acquired a riverfront site in
Slide 26: Digimatic Group
Partnering with Growth Champions - Private Markets Digimatic Group For personal use only Leading Digital Performance Marketing Agency that empowers Brands to connect their customers in the most effective way. Updates: • Sale of Digimatic Solutions at a gain of $1.1m • Shift back the focus on Adverti
Slide 27: Hemus Pacific
Partnering with Growth Champions - Private Markets Hemus Pacific For personal use only Event Services firm that offers a comprehensive array of resources and solutions for events. Updates: • Hemus Pacific Private Limited (“Hemus”) will buy back 49% equity interest via a share swap with 8IH. This is:
Slide 28: 8IH China Pte. Ltd
Partnering with Growth Champions - Private Markets 8IH China Pte. Ltd For personal use only 8IH China was established in 2015 to ride on the wave of the rapid growth of the Chinese financial markets and to advocate value investing in China. Updates: • 8IH China will be consolidated under the Private
Slide 29: 8I Vision
For personal use only 8I Vision Inspire & Empower Growth of 100 Million Lives
Slide 30: Moving Forward: Business Segments' Strategies
8I Holdings - Moving Forward Business Segments’ Strategies For personal use only Education • Geographic Expansion 8VIC (Knowledge Champions) • Programmes Innovation • Technology Adoption Investment in Public Markets • Increase Hidden Champions Fund 8 Capital (Hidden Champions) Assets Under Managemen
Slide 31: Moving Forward: Strengthening Business Fundamentals
8I Holdings - Moving Forward Strengthening Business Fundamentals For personal use only Right Strengthen People, Business Products, Segments Processes Prudent Technology Capital Allocation 8I Holdings Limited © Copyright 2017
Slide 32: 8I Holdings - Management
8I Holdings - Management For personal use only Major Shareholders: 50.09% Ken Chee 23.86% Executive Chairman, 8IH Clive Tan 17.98% Executive Director, 8IH Pauline Teo 2.17% Pauline Teo, 8VIC Cheshire United Ltd 6.08% Owned by Ken, Clive & Pauline 8I Holdings Limited © Copyright 2017
Slide 33: Moving Forward
8I Holdings - Moving Forward With grit & determination, we For personal use only are confident that we can reroute and achieve the next peak. 8I Holdings Limited © Copyright 2017
Slide 34: Thank You
For personal use only Thank You