Ennoconn — Taiwan Corporate Day 2018

5 slides from Ennoconn's conference presentation, Dec 5, 2018

Slide 1: Ennoconn Corporation
Ennoconn Corporation December , 2018 Confidential information-strictly protected under the non-disclosure agreement.
Slide 2: Safe Harbor Statement
Safe Harbor Statement Our discussion may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual r
Slide 3: 3Q18 Financial Results
3Q18 Financial Results NT$M 3Q17 2Q18 3Q18 QoQ YoY Notes Revenues 11,889 14,674 19,981 36.2% 68.1% • We recognized Marketech’s full-quarter revenues in Q3, as compared to 1.5 months of sales consolidation in Q2. Gross Profit 3,573 3,402 4,184 23.0% 17.1% • The gross margin of Marketech is normally b
Slide 4: 3Q18 Performance by Business Segment
3Q18 Performance by Business Segment 3Q18 3Q18 Business Key Members Revenue Revenue 3Q18 3Q18 EPS Notes Segments (Ownership %) Contribution QoQ GM OpM Contribution (NT$M) (NT$) Q3 Revenues Contribution Ennoconn Consolidation 19,981 36.2% 20.9% 4.6% 4.35 ODM/JDM 26% Brand 8,374 0.77 Brand (24.1%) 7.7
Slide 5: 3Q18 Revenue by Region
3Q18 Revenue by Region 3Q 2018 1Q-3Q 2018 Notes Revenue Revenue 19,981 Q3 Revenue Ennoconn Total 45,479 QoQ 36.2% Asia Pacific Americas 25% 20% 4,069 (20%) Americas 10,908 (24%) Europe QoQ 15.3% China 39% 16% 7,819 (39%) Europe 21,263 (47%) • Ennoconn’s performance was strong in all regions. QoQ 10.