Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q1 2019 Earnings Presentation
19 slides from Thai Stanley Electric Public's earnings presentation, Aug 8, 2019
Slide 1: Q1/2019 Operation Result Meeting
Q1/2019 Operation Result Meeting Apichart Lee-issaranukul August 8 , 2019 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED The completely integrated manufacturer of world class automotive lighting THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 2: Agenda
Agenda 1. Market Trend – 2019 (April – June) 2. The 1st Quarterly 2019 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W Market Sale 2019 (April – June) Domestic & Export
Market Trend 4W Market Sale 2019 (April – June) Domestic & Export Compare with 2018 + 0.2 % X 1,000 unit Domestic Export 700 600 519 520 500 400 267 260 - 2.5% 300 200 252 260 + 3.2 % 100 0 2018 2019 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W Market Sale (Domestic & Export) (April 2018 – June 2019)
Market Trend 4W Market Sale (Domestic & Export) (April 2018 – June 2019) X 1,000 unit Domestic Export 300 250 221 209 200 190 193 184 183 188 184 180 183 183 172 160 152 95 118 153 150 103 104 93 99 95 93 101 95 98 90 73 82 67 100 114 103 50 85 88 87 89 87 95 86 88 86 79 82 78 82 0 Apr-18 May-18 Jun
Slide 5: 4W Production (April – June 2019)
Market Trend 4W Production (April – June 2019) X 1,000 unit Compare with 2018 - 2.4 % 700 600 500 400 300 517 504 200 100 0 2018 2019 2018 2019 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 6: 4W Production (By Month) (April 2018 – June 2019)
Market Trend 4W Production ( By Month ) (April 2018 – June 2019) X 1,000 unit 300 250 200 150 100 193 189 183 181 183 197 197 179 183 199 181 169 173 150 135 50 0 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Source: The Federation of Thai I
Slide 7: 2W Sales - Domestic (April – June 2019)
Market Trend 2W Sales - Domestic (April – June 2019) X 1,000 unit Compare with 2018 - 8% 700 600 500 400 300 470 432 200 100 0 2018 2019 2018 2019 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 8: 2W Sale (By Month) April 2018 – June 2019
Market Trend 2W Sale ( By Month ) April 2018 – June 2019 X 1,000 unit 250 200 150 100 180 168 157 168 161 141 139 146 149 145 150 134 137 121 120 50 0 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Source: The Federation of Thai Industries TH
Slide 9: 2W Production (April – June 2019)
Market Trend 2W Production (April – June 2019) X 1,000 unit Compare with 2018 700 -8% 600 500 400 300 504 464 200 100 0 2018 2019 2018 2019 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 10: 2W Production (By Month) April 2018 – June 2019
Market Trend 2W Production ( By Month ) April 2018 – June 2019 X 1,000 unit 300 250 200 150 100 186 190 190 183 172 173 166 167 167 162 170 149 158 128 135 50 0 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Source: The Federation of Thai Ind
Slide 11: Agenda
Agenda 1. Market Trend – 2019 (April – June) 2. The 1st Quarterly 2019 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
The 1st Quarterly 2019 Financial Statement Statement of Financial Position The Equity Method 30 June 2019 31 Mar 2019 Change MB) ( MB) ( %) ( Current Assets 8,458.31 9,033.80 (6.37) Non current assets 10,883.10 10,220.70 6.48 Total Assets 19,341.41 19,254.50 0.45 Current Liabilities 2,618.64 2,883.1
Slide 13: Statement of Income
The 1st Quarterly 2019 Financial Statement Statement of Income The Equity Method 30 June 2019 30 June 2018 Change MB) ( MB) ( %) ( Sales 3,418.67 3,302.33 3.52 Cost of sales 2,892.99 2,726.23 6.12 Gross Profit 525.68 576.10 8.75) ( Selling and Administrative 245.65 221.31 11.00 expenses Share of pro
Slide 14: Analysis by Quarterly
The 1st Quarterly 2019 Financial Statement Analysis by Quarterly Unit : MB The Equity Method 5000 2000 3,949 4000 3,797 3,586 1500 3,302 3,419 3000 1000 2000 550 542 505 382 500 1000 334 0 0 Q1/2018 Q2/2018 Q3/2018 Q4/2018 Q1/2019 Sales Net Profit THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 15: Statement of Cash Flows
The 1st Quarterly 2019 Financial Statement Statement of Cash Flows The Equity Method 30 June 2019 31 June 2018 MB) ( MB) ( Net Cash received from Operating 668.09 766.86 Activities Net Cash received fromused ( in) 191.02) ( 1,554.27) ( Investing Activities Net increasedecrease) ( in cash and 477.08
Slide 16: Agenda
Agenda 1. Market Trend – 2019 (April – June) 2. The 1st Quarterly 2019 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 17: New Products HONDA – All New Accord
New Products HONDA – All New Accord THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 18: Disclaimer
Disclaimer This slides contain statements that constitute forward-looking statements, plans for the Future, management targets, etc. relating to the Company and its subsidiaries. These forward-looking statements are base on current assumptions of future events and trends , which may be incorrect and
Slide 19: Contact Investor Relations
Contact Investor Relations Download : The presentation files at www.thaistanley.com/Investor Relations/Analyst Meeting Presentation For further questions, please contact : Ms.Rattanaporn Boonwong : Investor Relations Tel : 662-581-5462-3 (10 lines) , 662-977-9555 ext. 1164 Fax: 662-581-5397 E-mail :
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