Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Investor conference hosted by President Securities Corp. 2020
23 slides from Eternal Materials's conference presentation, Apr 22, 2020
Slide 1: Outlook for Southeast Asia Market of Synthetic Resins
Outlook for Southeast Asia Market of Synthetic Resins Linus Lin Director, Synthetic Resins Division 22 April 2020 Eternal Materials Eternal Materials 1
Slide 2: Contents
Contents 1. Eternal Materials Profile profile, development milestones, core technologies, main products, production sites, global service network, sales, performance, honors 2. Outlook for Southeast Asia Market of Synthetic Resins Eternal Materials 2
Slide 3: Profile
Profile Core Business Manufacturing, processing and sales Year of Establishment 1964 No of Production Sites 23 Consolidated Headcounts of No. of Employees R&D Expenditures Revenue Researchers NTD 40.36 million 4,790 566 3% of revenue (FY 2019) Eternal is: • One of the leading suppliers of dry film p
Slide 4: Development Milestones
Development Milestones 1964 1985 1989 2000 2004 2008 2018+ Eternal Materials 4
Slide 5: Core Technology
Core Technology Resins New Materials PCB Materials Environment LCD Materials UV/Special Chemical IC Eternal Materials 5
Slide 6: Main Products
Main Products Resins Alkyd Resin, Solvent-Based Acrylic Coating Resin, Water-Based Acrylic Coating Resin, Materials Dry Film Photoresist, Dry Film Solder Mask, Acrylic Resin For Adhesives and Overprinting, 51.7% UV INK, Dry Film, Prism Film, Photosensitive Polyimide, Polyester Polyol, Fluorocarbon R
Slide 7: Global Production Sites
Global Production Sites Global Production Sites: 23 Northeast Japan(3) Taiwan ：3 China (1) China ：13 North • Yingkou • Ogaki Thailand ：1 China (1) • Kodama • Aichi USA ：1 • Tianjin Japan ：3 Malaysia ：1 Italy ：1 Southwest Italy(1) China (2) • Chengdu • Milan USA (1) • Chongqing East • Virginia China
Slide 8: Global Service Network
Global Service Network Global sales country：65 Northeast Japan(3) Global Service Network : 35 China(1) • Tokyo (2) Taiwan 4 China 19 • Aichi • Yingkou USA 1 Japan 3 Thailand 2 Korea 1 North Indonesia 1 India 1 China(2) Korea(1) Vietnam 1 Malaysia 1 • Tianijn(2) • Suwon Italy 1 Central China(2) South
Slide 9: 2015 – 2019 Annual Sales
2015 – 2019 Annual Sales Consolidated Sales Units：NTD.100Million (11%) (28%) (61%) Eternal Materials 9
Slide 10: Operating Performance Financial Highlights
Operating Performance Financial Highlights Units：NTD. Million Account Names / FY2015 FY2016 FY2017 FY2018 FY2019 Year Sales Revenue 38,487 38,680 41,551 43,300 40,363 Gross Profit 8,747 8,582 7,438 7,280 7,857 Operating Expenses 5,349 5,453 5,576 5,467 5.522 Operating Income 3,397 3,129 1,862 1,813
Slide 11: Honors
Honors 2001 Distinguished Award for Industry Technology Advancement, the highest honor granted 2003 Set up Industrial Technology Innovation Center approved by Ministry of Economic Affairs 2005 Honored NBIA International Incubation Award from Open Laboratory /Incubation Center of ITRI 2007 Awarded In
Slide 12: Certificates of SR Division
Certificates of SR Division • ISO 9001 • ISO 14001 • OHSAS18001 / TOSHMS • ISO 50001 • Verification Statement Carbon Footprint • Verification statement water footprint • Green Factory Stamp Certificate • National Workplace Safety And Health Week Series Activities Implementation Plan Participation Ce
Slide 13: Outlook for Southeast Asia Market of Synthetic Resins
Outlook for Southeast Asia Market of Synthetic Resins Eternal Materials 13
Slide 14: The Supply Chain of Synthetic Resins
The Supply Chain of Synthetic Resins Petrochemical FPG, CPC, NANYA, Industry Dow, BASF Eternal、Qualipoly, Coating Adhesive Eternal、 CCP, Daily-Polymer, Quick Stick, Resins Resins Allnex, Dow, BASF, DSM Ashland, Synthomer Rainbowpaint, AKZO, Coating Adhesives 3M, Symbio, Inc, Jotun, PPG, Valspar, Ave
Slide 15: Products & Applications
Products & Applications Coating Resins Applications • Alkyd resins • Construction • Oil-free polyester resins paints • Acrylic resins • Wood coatings • High molecular weight • Industrial coatings polyester • Can and coil • Waterborne coatings polyurethane • OEM coatings • Fluoro resins • Car refinis
Slide 16: Products & Applications
Products & Applications Adhesive Resins Applications • Acrylic resins for • Tapes pressure sensitive • Graphic Arts adhesives • Labels • Water Borne • Protective Films • Solvent Borne • Paper overprinting • Polyester polyol • TPU and Adhesives • Epoxy Resins & Curing • Epoxy Resins for PC Agent Boar
Slide 17: Sales Volume of Synthetic Resins by Country
Sales Volume of Synthetic Resins by Country With its long-term presence in Asia, the sales volume in Taiwan and Mainland China weighs 80% of Eternal Materials’ aggregated revenue. In face of the fast growing demand and high potential market in Southeast Asia, Eternal has actively invested and pene
Slide 18: An Overview of the Southeast Asia Market
An Overview of the Southeast Asia Market The number of population of ASEAN Economic Community (AEC) established in the end of 2015 is the third largest after that of China and India. It was the fifth-largest economy in the world with a gross domestic product (GDP) of around US$3.1 trillion* in 201
Slide 19: The Coating Industry in Southeast Asia
The Coating Industry in Southeast Asia Benefit from demographic dividend, high growth of the middle class, and growing demand for infrastructures, the downstream coating markets in Southeast Asia is dominated by architectural and decorative paints, contributed nearly 70% of the share, followed by
Slide 20: Product Map of Synthetic Resins Business Group
Product Map of Synthetic Resins Business Group Ecofriendly resins to replace solvent-borne technology is the key to transformation; High valued added product development for heavy duty, weathering resistance and high performance; Performance materials applied in high end electronic products, w
Slide 21: Strategic Locations in Southeast Asia
Strategic Locations in Southeast Asia Commissioned in the end of 2017 with 90,000 metric tones of annual capacity, the Johor Bahru factory is the strategic hub in the Southeast Asia for Synthetic Resins Business Group. Johor Bahru acts as the focal point to liaise sales office in each country an
Slide 22: Outlook for Southeast Asia Market
Outlook for Southeast Asia Market • Johor Bahru site to act as the focal point and expand markets in Southeast Asia and nearby countries. • Garner new project • Develop and promote development scale with customer/market oriented multi-national customers products • Expand local business • Continuousl
Slide 23: Q&A
Q&A Eternal Materials 23
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