Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft Ag · XETR:EFF0

Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft — Investor Presentation (May 2003)

22 slides from Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft's investor presentation, May 2003

  1. Slide 1: DEWB AG – Creates Added Value, May 2003

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  2. Slide 2: The comprehensive approach of DEWB

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  3. Slide 3: Philosophy and Value Chain

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  4. Slide 4: Concentration on Growth Sectors

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  5. Slide 5: Venture Capital close to the Industry

    sÉåíìêÉ=`~éáí~ä= ÅäçëÉ=íç=íÜÉ=fåÇìëíêó ^=ÅçãÄáå~íáçå=çÑ=~ää=íÜÉ=~Çî~åí~ÖÉë=íÜ~í=îÉåíìêÉ=Å~éáí~ä=Åçãé~åáÉë Å~å=çÑÑÉêK `çêéçê~íÉ= fåÇÉéÉåÇÉåí= îÉåíìêÉ= îÉåíìêÉ= Å~éáí~ä Å~éáí~ä Åçãé~åáÉë Åçãé~åáÉë abt_=Ü~ë=íÜÉ=ë~ãÉ=áåíÉêÉëíë=~ë=áíë=éçêíÑçäáç=Åçãé~åáÉëK ^Åèìáëáíáçå `ç~ÅÜáåÖ bñáí mçëíJfml R

  6. Slide 6: DEWB Investment Guide

    abt_ fåîÉëíãÉåí=dìáÇÉ j~íìêáíóL`~éáí~ä=åÉÉÇÉÇ fåîÉëíãÉåí=éÉê=aÉ~ä bñé~åëáçå R=J NM=ãáääK=€ pí~êíJìé NKR=J R=ãáääK=€ pÉÉÇ MKR=J NKR=ãáääK=€ oáëâ ^Åèìáëáíáçå `ç~ÅÜáåÖ bñáí mçëíJfml S

  7. Slide 7: Intensive Coaching

    fåíÉåëáîÉ=`ç~ÅÜáåÖ cáå~åÅÉ iÉÖ~ä=~ÑÑ~áêë ] bëí~ÄäáëÜáåÖ=íÜÉ=Ñáå~åÅá~ä=ÇÉé~êíãÉåí ] `ÜÉÅâáåÖ=çÑ=é~íÉåíë=~åÇ=äáÅÉåÅÉë mêçÅìêÉãÉåí=çÑ=ÑìåÇë ] `ç~ÅÜáåÖ=áå=í~ñ=~åÇ=ä~ï=áëëìÉë lêÖ~åáë~íáçå=L=pí~ÑÑ j~êâÉíáåÖ=L=p~äÉë=L=mo ] ^ÇîáÅÉ=áå=Üìã~å=êÉëçìêÅÉ=áëëìÉë ] pìééçêí=áå=Éëí~ÄäáëÜáåÖ=íÜÉ=ë~äÉë=çêÖ~åáë~íáçå ] o

  8. Slide 8: Efficient and Experienced Exit Management

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  9. Slide 9: Partner after the Flotation: Holdings

    m~êíåÉê=~ÑíÉê=íÜÉ=cäçí~íáçå pÜ~êáåÖ=áåíÉêÉëíë=Ó ~ÅíáåÖ=íçÖÉíÜÉê eçäÇáåÖë abt_ ] c~áê=ëíçÅâ=ã~êâÉí=î~äì~íáçå ] c~áê=ëíçÅâ=ã~êâÉí=î~äì~íáçå=çÑ=s`=ÜçäÇáåÖë ] b~ëó=~ÅÅÉëë=íç=ëçìêÅÉ=çÑ=Ñáå~åÅÉ ] píêçåÖ=êÉéìí~íáçå=~ë=s`=Åçãé~åó ] léíáãáë~íáçå=çÑ=ëÜ~êÉÜçäÇÉê=ëíêìÅíìêÉ ïáíÜ=~=ÜáÖÜ=èì~äáíó=éçêíÑçäáç=~åÇ= Åçã

  10. Slide 10: Liquidity potentials in listed holdings

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  11. Slide 11: Technology & Capital Market Know-how

    qÉÅÜåçäçÖó=C=`~éáí~ä=j~êâÉíJ håçïJÜçï `çãéêÉÜÉåëáîÉ= `~éáí~ä Å~éáí~ä=ã~êâÉí= âåçïJÜçï `çãéêÉÜÉåëáîÉ= Åç~ÅÜáåÖ=ëÉêîáÅÉë= íÜêçìÖÜçìí=íÜÉ=ÉåíáêÉ= íáãÉ=çÑ=íÜÉ= áåîÉëíãÉåí qÉÅÜåçäçÖáÅ~ä=========== fåíÉêå~íáçå~ä======= âåçïJÜçï========================= áåÑê~ëíêìÅíìêÉ=========================== çÑ=íÜÉ=gÉåç

  12. Slide 12: The comprehensive approach of DEWB

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  13. Slide 13: Facts & Figures

    c~Åíë=C=cáÖìêÉë Eî~äì~íáçå=áå=~ÅÅçêÇK=ïáíÜ=ed_F OMMO OMMN OMMM NVVV NVVU b_fq €=JNVKP=ãáääK €=ORKN=ãáääK €=RNKQ=ãáääK €=OTKR=ãáääK €=SVKQ=ãáääK fåîÉëíÉÇ=Å~éáí~ä €==VMKQ=ãáääK €=NMUKV=ãáääK €=URKV=ãáääK €=UMKN=ãáääK €=OUKN=ãáääK kÉï=áåîÉëíãÉåíë €==OQKP=ãáääK €=RMKU=ãáääK €=VUKT=ãáääK €=RRKO=ãáääK €=N

  14. Slide 14: DEWB's IRR in the Top Quarter in Europe

    abt_Ûë foo=áå=íÜÉ=qçé=nì~êíÉê áå=bìêçéÉ ] abt_Ûë=foo=áë=Åçãé~ê~ÄäÉ=ïáíÜ=íÜ~í= fåíÉêå~ä=o~íÉ=çÑ=oÉíìêå= çÑ=íÜÉ=íçé=èì~êíÉê=bìêçéÉ~å=s`=~åÇ= NVVUJOMMN= mb=Åçãé~åáÉë Eáå=éÉêÅÉåí=éK~KF ] bs`^=Å~äÅìä~íáçåë=Es`=bìêçéÉ=~åÇ= 50 qçé=èì~êíÉê=s`=bìêçéÉF=~êÉ=Ä~ëÉÇ= çå=k^s=EáåÅäìÇÉë=~ÇÇáíáçå~ääó= 40 åçåJêÉ~äáëÉÇ

  15. Slide 15: DEWB with conservative investment valuation approach

    abt_=ïáíÜ=ÅçåëÉêî~íáîÉ= áåîÉëíãÉåí=î~äì~íáçå=~ééêç~ÅÜ ^ÅÅçìåíáåÖ=jÉíÜçÇë mêáåÅáéäÉ=çÑ=íÜÉ=äçïÉê=çÑ=Åçëí=çê=î~äìÉ= j~êâ=íç=j~êâÉí E~ÅÅçêÇáåÖ=íç=dÉêã~å=d^^mF ] jÉíÜçÇ=Ñçê=~ëëÉí=î~äì~íáçå=ïÜáÅÜ=áë= ] jÉíÜçÇ=ìëÉÇ=Äó=abt_=ïÜáÅÜ=áë=~äëç= ÑêÉèìÉåíäó=ìëÉÇ=Äó=s`=Åçãé~åáÉëK ~ééäáÉÇ=íç=èìçíÉÇ=áåîÉëíãÉåíëK ] aÉ

  16. Slide 16: The comprehensive approach of DEWB

    qÜÉ=ÅçãéêÉÜÉåëáîÉ=~ééêç~ÅÜ=çÑ=abt_ cáå~åÅá~ä=ÑáÖìêÉë mçêíÑçäáç=ïáíÜ=éêçëéÉÅíë lìíäççâ NS

  17. Slide 17: Balanced Portfolio

    _~ä~åÅÉÇ=mçêíÑçäáç= fåîÉëíÉÇ=Å~éáí~ä=~ë=çÑ=j~êÅÜ=PNI OMMP Äó=ëÉÅíçê Äó=éÜ~ëÉ V=B NR=B OO=B ON=B PU=B PO=B SP=B léíçÉäÉÅíêçåáÅë _áçíÉÅÜåçäçÖó pÉÉÇL=pí~êíJìé bñé~åëáçå pÉÅìêáíáÉë qÉäÉÅçãëLfq líÜÉê NT

  18. Slide 18: Portfolio as of March 31, 2003

    mçêíÑçäáç=~ë=çÑ= j~êÅÜ=PNI=OMMP léíçÉäÉÅíêçåáÅë EPU=BF _áçíÉÅÜåçäçÖó=EPO=BF qÉäÉÅçãëL=fq EONBF líÜÉê iáëíÉÇ=Åçãéç~åáÉë QãÄç=fåíÉêå~íáçå~ä OPKTB ms^ qÉmä~ ^d NOIV=B ^å~äóíáâ=gÉå~=^d UIM=B Å~~íççëÉÉ=^d NKUB ENRBF bäÉÅíêçåáÅ=^d MIR=B jΩääÉê=Ó aáÉ=äáä~ TKVB lêÄçíÉÅÜ=iíÇK içÖáëíáâ=^d bñé~åëáçå= Ñáå~åÅáåÖ

  19. Slide 19: The comprehensive approach of DEWB

    qÜÉ=ÅçãéêÉÜÉåëáîÉ=~ééêç~ÅÜ=çÑ=abt_ cáå~åÅá~ä=ÑáÖìêÉë= mçêíÑçäáç=ïáíÜ=éêçëéÉÅíë lìíäççâ NV

  20. Slide 20: Company valuations on ten-year low

    `çãé~åó î~äì~íáçåë= çå=íÉåJóÉ~ê=äçï DAX DS -BE RE CH NE T - P E R 35 VOM 22/3/93 BIS 24/3/03 WOECHENT L 30 25 20 15 10 mêáÅÉJb~êåáåÖëJo~íáç=EÜÉêÉW=a^uF=çå=íÉåJóÉ~ê äçï 5 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 HOCH 30.9 17/ 1/00 TIEF 9.2 10/ 3/03 SCHLUSS 10.0 Source: DATASTREAM G=pçìê

  21. Slide 21: Buy at market low and sell at market high

    _ìó=~í=ã~êâÉí=äçï ~åÇ ëÉää=~í=ã~êâÉí ÜáÖÜ ] få=íÜÉ=ä~ëí=óÉ~êë=abt_=Ü~ë=ëìÅÅÉëëÑìääó=êÉ~äáòÉÇ=Éñáíë=Ñêçã= áåîÉëíãÉåíë=íÜ~í=Ü~Ç=ÄÉÉå=~ÅèìáêÉÇ=~í=Ñ~îçìê~ÄäÉ=éêáÅÉëK ] abt_=ï~åíë=íç=ìëÉ=áåíÉêÉëíáåÖ=ÄìóáåÖ=çéíáçåë=~í=íÜÉ=ÅìêêÉåí= ã~êâÉí=äçï=íç=ëíêÉåÖíÜÉå=áíë=Ä~ëáë=Ñçê=ÑìíìêÉ=éêçÑáíëK ] qÜÉ=ëçäáÇ=Ñáå~åÅá~

  22. Slide 22: DEWB will continue to grow

    abt_=ïáää=ÅçåíáåìÉ=íç=Öêçï kÉ kÉ ï ï mìêÅÜ~ëÉ=çÑ=é~êíë= `çãéäÉíÉ= mìêÅÜ~ëÉ=çÑ= çÑ=ÅçãéÉíáíçê í~âÉ=çîÉê= áåÇáîáÇì~ä=ÜçäÇáåÖë éçêíÑçäáçë çÑ=ÅçãéÉíáíçêë mêçîáÇÉÇ=íÜ~í=KKK íÜÉ=Åçãé~åáÉë=Ñáí=áåíç=abt_Úë=éçêíÑçäáç=~åÇ= œ î~äì~íáçåë=çÑÑÉê=áåíÉêÉëíáåÖ=éêçÑáí=éçíÉåíá~äë==Ñçê=abt_= OO

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