Star Mica Holdings Co., Ltd. · TSE:2975
Star Mica — Q2 FY2022 Earnings Presentation
46 slides from Star Mica's earnings presentation, Jun 30, 2022
Slide 1: Star Mica Holdings earnings presentation
HOLDINGS 2022411AH #2 yy “y we RMB 2022 6 A308 Tk
Slide 2: 1. Results summary
STAR MICA HOLDINGS 1. RINT ITh opyright rmica Holdings All NI
Slide 3: Income statement (PL)
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Slide 4: Balance sheet (BS)
Mia Sisxtiam (BS) HOLDINGS STAR | - BRIBE] COOAN MIRNA CRL, RAVYY AYRE eRLIT - FGNGOTIA CABRERA CRIMSORMICKO, ACRE BS (=E/88) eae ese td 2021/1188 2022/11#82Q ~ (aF5) (fr) RRR BASS a HAE 792 826 104.3% 234i] 206th S5RERURS 31 42 137.6% _ 902F SSA 743 770 103.7% Heae 15 19 127.0% SsaNEERE () 0 98.5%
Slide 5: Progress against full-year forecast
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Slide 6: Q2 FY2022 topics
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Slide 7: Topics and shareholder return
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Slide 8: 2. Business environment
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Slide 9: Used condominium market trends
STAR Saye 2. Beem MICA Bite oasis - 20163, PAYYY SYR RISMRY YY a Vee - SROPRVYUYAVARSER<, PRENGADE CHSCPR <VYYaYVERRMERORS (SB. fF) > wR apt 83,183 $B (20034-2021) Pry: +51.5% ge: 659.6% 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021... (HA) HAS AHESAM
Slide 10: Market data
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Slide 11: Market data and outlook
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Slide 12: Used condominium market trends
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Slide 13: Market and price trends
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Slide 14: Business performance trend
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Slide 15: Sales trend
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Slide 16: Profit trend
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Slide 17: ROE trend
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Slide 18: 60. 0% 50. 0% 40. 0% 30. 0% 20. 0% 10. 0% 0.0 %
60. 0% 50. 0% 40. 0% 30. 0% 20. 0% 10. 0% 0.0 %
Slide 19: 3. Business strategy
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Slide 20: 3. Business strategy
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Slide 21: Group structure
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Slide 22: Business strategy
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Slide 23: Business overview (resale)
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Slide 24: Business overview (resale)
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Slide 25: Business overview (renovation)
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Slide 26: Business overview (case example)
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Slide 27: 100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0%
100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0%
Slide 28: Asset management business
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Slide 29: Business track record
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Slide 30: Business strategy
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Slide 31: Customer and sales channel analysis
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Slide 32: Customer breakdown
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Slide 33: Strengths and initiatives
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Slide 34: 4. Sustainability (ESG)
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Slide 35: Sustainability initiatives
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Slide 36: Environment
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Slide 37: Society
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Slide 38: Governance
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Slide 39: 5. Shareholder returns
STAR MICA HOLDINGS 5. REIT
Slide 40: Capital policy and ROE
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Slide 41: Dividend trend
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Slide 42: EPS trend
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Slide 43: Shareholder composition
STAR [rea pal Wie (20224 5 A31 SS) 5. ET - 4,500828A SHARED, RERECOCHHRAERA - BORER N20%, FO—NLIcBAMANSSYHTILD-—FOEVRA GOVERNMENT OF NORWAY : - - 2.8% STATE STREET BANK AND TRUST COMPANY 505019 - + -2.6% P P = JP MORGAN CHASE BANK 380646 = + - 2.2% BREE - KIA FUND 136 + + + 1.9% ° 23.2% - BANQUE PIC
Slide 44: 6. Company information
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Slide 45: Company overview
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Slide 46: Contact and disclaimer
Mae SHWapes HOLDINGS STAR | AI— + VIA + h-IF 4 VIARASHA STARMICA HOLDINGS BS °° the E-mail ir.group@starmica.co.jp URL : https://www.starmica-holdings.co.jp/ © AABCRMANTHWSPM RELI, RM CAF RCARROGRORMCRECSASTHRGEAC KOR MICS ORES BHC LTHOES. RMORMIS, SRELERAK 42 TRESBRCESDREDSOIES. © RAM KSRARK. BRATR