C Sun Mfg. Ltd. · TWSE:2467
C Sun Mfg — H1 2022 Earnings Presentation
15 slides from C Sun Mfg's earnings presentation, Aug 1, 2022
Slide 1: Aiea aM
Aiea aM CSUN ESE: ae BOA sR era
Slide 2: Disclaimer
免責聲明 2 This presentation contains some forward-looking statements that are subject to substantial risks and uncertainties. Typically, these statements contain words such as “anticipate” , “believe”, “could”, “estimate”, “expect”, “intend”, “plan” , “forecast” ,”project”, “predict”, “potential”, “con
Slide 3: Carry on past traditions and open up a way for those who follow
carry on past traditions and open up a way for those who follow 3 1999 2001 Growth Year 2021 (OTC) (Listed) multiple Revenue 7.7 11.8 57.23 7 (Billion) Net Profit after tax 0.8 1.2 7.16 9 (Billion)
Slide 4: Top 2000 manufacturing industries
CommonWealth Magazine EPS 4.35元 Cash Dividend 3元 Top 2000 manufacturing industries Stock Dividend 0.3元 Ranked 519 billion
Slide 5: Frank Liang, President of C Sun
Current： C SUN(2467) GM GPM (5443) Vice Chairman GMM(6640) Chairman TCF Chairman Experience： Chairman's special assistant 13yrs CSUN Legal Supervisor 2yrs Education： Baep Nccu GE Taiwan Executive Program Master of Business Administration -Foster School of Business, University of Washington Master of
Slide 6: Frank Liang, President of C Sun
Frank Liang , President of C Sun
Slide 7: Hidden Champions
T Strategy Affiliate Strategy Hidden Champions Market Leader Close to leading customers • New Product 60% Technological • Advanced Application 50% Innovation • Semiconductor / IC 40%
Slide 8: Long-term goals: ROE
長期目標 8 ROE 23.04% Thousand's of manufacturing industries NO.519 Per Capita Output 15milliom 全球電子行業 Cash Dividend 資本支出 1 % $3
Slide 9: Business Concept - All WIN
Business Concept - All WIN Well-intentioned motives lead careers to success Whether it's starting a business or challenging a new job, the first thing I think about is: Is this good for the world? Is it altruistic? Any business that can be confidently based on altruistic and "good motives" will, wit
Slide 10: Operating Results
Ｈ1 Operating Results
Slide 11: 2022 H1 Operating Results in TWD millions
2022 H1 Operating Results in TWD millions 11 2022H1累計 2021H1累計 2021 2020 2019 2018 Amount % Amount % Amount % Amount % Amount % Amount % Revenue-Consolidated 2,560 2,915 5,723 4,086 4,438 5,700 COGS 1,630 63.7% 1,911 65.6% 3,781 66.1% 2,538 62.1% 3,170 71.4% 3,902 68.5% Gross Margin 929 36.3% 1,004
Slide 12: Market Opportunities
Market Opportunities
Slide 13: Capital expenditure across FPD, semiconductor and PCB
Slide 14: a. mit G2C —ATUARS
a. mit G2C —ATUARS if BB em One Stop Shop
Slide 15: «7, GeCr
«7, GeCr