Waton Financial Limited · NASDAQ:WTF
Waton Financial — IPO Roadshow (March 2025)
16 slides from Waton Financial's IPO roadshow presentation, Mar 17, 2025
Slide 1: Investor Presentation March 2025
Investor Presentation March 2025 Waton Financial Limited (Nasdaq Ticker: WTF) Technology · Finance
Slide 2: Waton Group
Waton Group
Slide 3: Safe Harbor Statement and Disclaimers
Page 3 | Waton Financial Limited SAFE HARBOR STATEMENT AND DISCLAIMERS This presentation has been prepared by Waton Financial Limited (collectively with its consolidated subsidiaries, the "Company,” ”we," "us," or "our") related to the public offering of the Company, which highlighted the basic info
Slide 4: Forward Looking Statements
Page 4 | Waton Financial Limited Forward Looking Statements This presentation contains forward-looking statements that reflect our current expectations and views of future events, all of which are subject to risks and uncertainties. Forward-looking statements give our current expectations or forecas
Slide 5: Proposed Offering Summary
Page 5 | Waton Financial Limited PROPOSED OFFERING SUMMARY Issuer Waton Financial Limited Listing / Ticker NASDAQ / WTF Offering Type Initial Public Offering Base Offering 5 million Ordinary Shares Over-Allotment Option 0.75 million Ordinary Shares (15% of base offering) Price $4 to $6 per share Use
Slide 6: Waton at a Glance
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 6 | Waton Financial Limited WATON AT A GLANCE Founded 1989 Headquarters Hong Kong Client coverage 5800+ securities brokerage accounts, including 59 corporate customers Number of Employees 31 Licenses Type 1, 4
Slide 7: Established Integrated Securities Broker in the Hong Kong Financial Services Industry
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 7 | Waton Financial Limited We Are an Established Integrated Securities Broker in the Hong Kong Financial Services Industry COMPANY OVERVIEW Driving growth through two business segments: Securities Brokerage S
Slide 8: Corporate Structure
Page 8 | Waton Financial Limited CORPORATE STRUCTURE Note: See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss. The equity interest of Mr. WEN Huaxin will be h
Slide 9: An Experienced Management Team with Strong Financial and Operational Expertise
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 9 | Waton Financial Limited An Experienced Management Team with Strong Financial and Operational Expertise Kai Zhou Chairman & CTO 7 years of managerial and operational experience in financial services and tec
Slide 10: Industry Overview: Global B2B Fintech Market Size
The market for global B2B fintech services for small and medium brokers expanded between 2018 and 2022, increasing from US$505.9 million to US$997.4 million-CAGR of 18.5%.With an estimated CAGR of 12.9% from 2023 to 2027, the market size of global B2B fintech services for small and medium brokers is
Slide 11: Market Drivers of the Global B2B Fintech in the Securities Brokerage Market
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 11 | Waton Financial Limited Market Drivers of the Global B2B Fintech in the Securities Brokerage Market Development Trends of the Global B2B Fintech in the Securities Brokerage Market Empowering Small and Med
Slide 12: Growth Strategies and Use of Proceeds
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 12 | Waton Financial Limited Continue to expand our customer base in the financial services industry through software licensing services Enhance our existing services, develop our asset management business and
Slide 13: Investment Highlights
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 13 | Waton Financial Limited INVESTMENT HIGHLIGHTS Fintech service provider benefitting Securities broker customers with integrated upstream supply chain and growth potential of downstream end user markets Div
Slide 14: ESG
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS Page 14 | Waton Financial Limited ESG “Waton has made efforts to source socially responsible suppliers that integrate social and environmental concerns in its business operations. For example, a supplier, Shenzhen
Slide 15: Financials
COMPANY OVERVIEW INDUSTRY OVERVIEW INVESTMENT HIGHLIGHTS GROWTH STRATEGIES FINANCIALS FINANCIALS All figures in USD Revenue Breakdown (FY 2023) Revenue Breakdown (FY 2024) Page 15 | Waton Financial Limited Note: See offering documents for further risks and disclosures. There is no guarantee that any
Slide 16: Contact Us
Company Website: https://www.waton.com Underwriter Contact: Cathay Securities Inc. Tel: +1 822-939-3888 Address: 40 Wall Street, Suite 3600, New York, NY 10005, USA CONTACT US