Tatung Co. · TWSE:2371
Tatung — Investor Presentation (December 2019)
20 slides from Tatung's investor presentation, December 2019
Slide 1: Tatung Company
Tatung Company (2371 TT) Integrity, Honesty, Industry, Frugality December 2019
Slide 2: Tatung’s Main Objectives
Tatung’s Main Objectives Tatung aims to become the leader of smart-energy solution provider in Taiwan. We offer full arrange of solutions to fulfill customer’s inquiries, including power generation system, smart grid solution, energy management system, ICT , smart monitoring system and energy stor
Slide 3: Tatung’s Core Strategic Initiatives
Tatung’s Core Strategic Initiatives Improvement in Improvement in Tatung Core Business Investment Operations Portfolio Asset Focus on Smart Development Energy System 3
Slide 4: Tatung’s Core Strategic Initiatives
Tatung’s Core Strategic Initiatives Improvement in Improvement in Tatung Core Business Investment Operations Portfolio Asset Focus on Smart Development Energy System 4
Slide 5: Tatung’s Core Businesses
Tatung’s Core Businesses • System Integration: Providing ICT systems to public/private sectors for energy saving. We are one of the few system integrator with scale in Taiwan. Systems Group • Smart Solutions：Integrate solar power systems, energy storage, smart meters and other products to provide a
Slide 6: Improvement of Core Business
Improvement of Core Business Implementing the transformation and Operational improvement • The superior R&D abilities helps Advanced Electronics to win channel orders from Europe market to reduce the impact of decreasing gaming market. • Brand advantages and diversify channel strategy allows Home ap
Slide 7: Performance of Core Businesses -1
Performance of Core Businesses -1 Revenue Operating Profit 30,000 15 14 13.8 19,138 13 20,000 12.4 17,260 17,483 12 12,940 11 10.9 11.3 10,000 10 9 - 8 2016 2017 2018 9M19 2016 2017 2018 9M19 Note: 9M19 is based on unaudited company accounts. 7
Slide 8: Performance of Core Businesses -2
Performance of Core Businesses -2 Current Profit and Loss EPS 2000 1,004 1 140 0.44 0 0.06 0 2016 2017 2018 9M19 2016 2017 2018 9M19 -2000 -2,344 -1 -4000 -1.03 -2 -6000 -3 -8000 -10000 -4 10,643 -4.75 -12000 -5 Note: 9M19 is based on unaudited company accounts. 8
Slide 9: Tatung’s Core Strategic Initiatives
Tatung’s Core Strategic Initiatives Improvement in Improvement in Tatung Core Business Investment Operations Portfolio Asset Focus on Smart Development Energy System 9
Slide 10: Structural Improvement in Investment Portfolio
Structural Improvement in Investment Portfolio • Tatung Electric Technology (Vietnam) Co., Ltd. and Tatung Vietnam Co., Ltd. have been sold, the investment license change process is in progress. Total Investment Income 4,000 3,145 2,018 • Complete the merger of Tatung 2,000 1,068 Information Technol
Slide 11: Future Plans for Investment Portfolio
Future Plans for Investment Portfolio Continue to dispose of non-core and losing businesses For investments that are continuously loss-making or do not fit our mid/long term strategy, we will downsize, change operation strategies or look for opportunities for sale or liquidation. Strategy of investm
Slide 12: Tatung’s Core Strategic Initiatives
Tatung’s Core Strategic Initiatives Improvement in Improvement in Tatung Core Business Investment Operations Portfolio Asset Focus on Smart Development Energy System 12
Slide 13: Tatung Smart Manor (Development Plan of Phase I, Banchiao Plant)
Tatung Smart Manor (Development Plan of Phase I, Banchiao Plant) • Land Area : 4,095 ping • Gross Floor Area: 25,620 ping • Total Estimated Sales: NTD 10 billion • Project Timeline : - Pre-sale achieved 90% sold in Q2, 2016. - Construction was completed by Q2,2019 - It is in the process of closing n
Slide 14: Development Plan of Phase II, Banchiao Plant
Development Plan of Phase II, Banchiao Plant Site layout plan: 1號公園 4米人行步道 2號公園 8 8 • Land area: 米 米 道 道 路 A2區 路 - Zone B1 is around 1,141 ping - Zone A2 is around 4,970 ping 10 12米道路 米 • Gross Floor Area: around 75,000 道 B1區 路 ping in total. 3號公園(兒童遊樂場) • Expected timeline for phase II: - Second ph
Slide 15: Development plan of building integrated with MRT, Zhonghe Plant
Development plan of building integrated with MRT, Zhonghe Plant ● Land Area : Around 5,255.69 ping ● Prospects： - Buildings integrated with MRT - Combine with Mall and Residential units. ● Expected project timeline： - Investment contract signed with Taipei City government on Nov 11th, 2019. - Contin
Slide 16: Tatung’s Core Strategic Initiatives
Tatung’s Core Strategic Initiatives Improvement in Improvement in Tatung Core Business Investment Operations Portfolio Asset Focus on Smart Development Energy System 16
Slide 17: Focus on Smart Energy Management and Green Energy
Focus on Smart Energy Management and Green Energy • While the IoT function to build-in consumer and industrial products is the future trend, all energy products will designed and manufactured with the concepts of smart management, Energy Creation, energy-saving and high efficiency. • Focus on green
Slide 18: The Tatung Vision
The Tatung Vision TATUNG
Slide 19: The Tatung Vision
The Tatung Vision • We aim to become the leader of smart energy solution and expect to receive stable revenue from energy products and services. • Tatung’s future strategies and actions • Become the major player in Energy field through smart energy management system and energy products. • Devote pro
Slide 20: http://www.tatung.com
(OTATUNG 2 TOP 100 Taiwan Brands re) http://www.tatung.com © TATUNG
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