Compal Electronics, Inc. · TWSE:2324

Compal Electronics — Merger or Acquisition (September 2013)

9 slides from Compal Electronics's merger presentation, Sep 30, 2013

  1. Slide 1: Investor Conf. call - Acquisition of CCI

    Compal Electronics, Inc. Investor Conf. call- Acquisition of CCI Save the earth. Please print out only when necessary September 30, 2013

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice This presentation contains forward-looking statements and is subject to risks and uncertainties. Actual results may differ materially from those contained in the forward- looking statements. The projections should not be interpreted as legally binding commitments, but rather as fl

  3. Slide 3: A Winning Combination

    A Winning Combination Founded: 1984 Founded: 1999 NT$600bn+ Revenue NT$45bn+ Revenue Worldwide 40,000+ Employees Worldwide 6,000+ Employees Global leading NB manufacturer Strong Smartphone design and and evolving to PC+ products manufacturing expertise 3

  4. Slide 4: Acquisition Details

    Acquisition Details Through two steps to achieve the consolidation: Structure ► Cash tender to acquire maximum 52.22% of CCI outstanding shares. ► CCI merger by absorption into CEI. ► Cash tender offer price: NT$50.8 / per share. Valuation ► Consideration amount will be up to NT$16.13bn. ► Around 25

  5. Slide 5: Expected Synergies

    Expected Synergies Expanded R&D Capabilities Diversified Product Offering Enhanced Value for Customers Increased Economies of Scale Increase Profitability and ROE 5

  6. Slide 6: Aligned With Growth Markets

    Aligned With Growth Markets Global 3-in-1 Device Market 2500 Units (M) 100% ► 3-in-1 Growth Strategy 2000 95% (NB, Tablet, Smartphone) ► 17% CAGR through 2017E 1500 90% ► Market Share Expansion 1000 85% 500 80% 0 75% 2012 2013E 2014E 2015E 2016E 2017E NB PC Tablet Smartphone Smart Device % Source: I

  7. Slide 7: Accelerating Diversification

    Accelerating Diversification Others, 10% Others, 9% Smart Device, 7% Smart Device, Now 30% To Be NB PC, 84% NB PC, 60% 7 * Others: Include AIO, Display, Networking, Server…etc.

  8. Slide 8: Long-Term Value Creation

    Long-Term Value Creation • Synergies in R&D, technology innovations, enhanced wireless and carrier expertise, global operations, supply chain relationships and executive management. • Leverage CCI’s long-term expertise in wireless communication, to provide a full range of services / products to cust

  9. Slide 9: Q&A

    Q&A http://www.compal.com Investor@compal.com 9

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