Actions Technology Co., Ltd. Class A · SSE:688049
Actions Technology Co., Ltd. Class A — Actions Semiconductor — Investor Presentation (June 2011)
16 slides from Actions Technology Co., Ltd. Class A's investor presentation, June 2011
Slide 1: Investor Presentation June 2011
Investor Presentation June 2011
Slide 2: Safe Harbor Statement
Safe Harbor Statement Statements contained in this release that are not historical facts are forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements concerning signs of positive indicators in the
Slide 3: Investment Highlights
Investment Highlights Market Leader in PMP SoC – Complete product portfolio for all PMP demands – Leading position in mainstream PMP segments – Increasing market share in new applications – Strategic R&D investments for diversified growth Strong Potential in Emerging Markets & New Applications –
Slide 4: Digital Convergence Trends
Digital Integration Computing O1 AD TO4 | 5 util “Oa chibi < sal ai Litm-ecooeny Digital Convergence Entertainment Mobility M Actions KE
Slide 5: Strong Position in Growing Markets
Strong Position in Growing Markets Non-Apple Market Shipments by Segment Strength 300 •60%+ market share in (units mm) color display segments 257 Android MID 250 216 •40% market share in TV Box Automotive/Boom Box 202 PMP & 200 •60% market share in Derivative QVGA /D1 PMP segments 150 Automotive •50
Slide 6: Expanding Total Available Market
Expanding Total Available Market Non-Apple Market TAM for Actions’ Products by Segment 600 ($MM USD) $538 500 $406 400 $338 Android MID 300 TV Box 200 PMP & Derivative Automotive 100 & Boom Box MP3 Player 0 FY 2010 FY 2011 FY 2012 Source: Company estimates
Slide 7: Everything Gets Smart
Everything Gets Smart Yesterday Today Feature Phone Smart phone TV Smart TV PMP Smart PMP MP3 Smart MP3
Slide 8: Expanding Product Portfolio
Expanding Product Portfolio MID (Android Tablet) Living Room EBOX Handheld Multimedia DV Gaming Performance PMP 性能 Automobile electronics MP3 Boom Box Automobile Audio Video DC/DV Gaming TV Technology/Application
Slide 9: Centric Position in Value Chain
Centric Position in Value Chain Upstream Partnerships Downstream Development Ecosystem Cost Advantage Better Time to Market and Pricing Power Foundry Software VARs Manufacturers Customers Hejian Design UMC 30+ China Global & Houses 100’s of focus Regional China-based resellers OEMs pla
Slide 10: Actions' Recent Developments
Actions’ Recent Developments Global Business Development – QVGA/D1 PMP products rapidly penetrating emerging markets via distributors and local branding partners in China, South America, EU & US – Boom box products winning over large brand name customers in China Advanced Products & Technology M
Slide 11: Strong Financials & Investments
Strong Financials & Investments Healthy Financial Position – $218.5 million in net cash, with positive operating cash flow since IPO – Low risk asset allocation: 80%+ in RMB cash, highly liquid, principle-guaranteed by China’s state-owned financial institutions M&A Activities – In-house VC, coup
Slide 12: Share Repurchase Program
Share Repurchase Program Significant Progress – As of March 31, 2011, $38.5 million invested to repurchase 16.3 M ADSs – Expect additional volume will be authorized for ADS buyback, after completing the current 20 million ADS program Top Priority for the Company – Create long-term shareholder va
Slide 13: Solid Balance Sheet
Solid Balance Sheet (US$ Million) 3/31/’11 12/31/’10 Total assets 291.0 286.2 Shareholders’ equity 270.4 270.7 Net cash * 218.5 232.6 Net cash per share * $3.10 $3.23 * Includes cash & cash equivalents and marketable/trading securities
Slide 14: Income Statement
Income Statement 1Q’11 4Q’10 1Q’10 (US$ Million) Revenue $9.4 $10.7 $7.9 Gross profit $3.7 $4.0 $3.1 Gross margin 39.1% 37.1% 39.6% Net Income/(Loss) $0.005 ($0.152) ($0.874) Earnings per ADS $0.000 ($0.000) ($0.002)
Slide 15: 2011 Strategic Initiatives
2011 Strategic Initiatives Ramping new products for advanced applications in Android MID, tablet, game, TV box, HD PMP w/DV Completing product portfolio in fast growing segments, e.g., boom box, automotive Enhancing R&D capability by organic growth and M&A Continuing cost reduction & technol
Slide 16: Thank You
Tit Lib T Thank You
Actions Semiconductor — Investor Presentation (June 2011) on 6ix