Xmh Holdings Ltd. · SGX:BQF
Xmh — Q3 2014 Earnings Presentation
16 slides from Xmh's earnings presentation, Mar 18, 2014
Slide 1: 3Q2014 Results Presentation
3Q2014 Results Presentation PRIVATE & CONFIDENTIAL © 2014 XMH HOLDINGS LTD
Slide 2: Disclaimer
Disclaimer The information contained in this presentation (the "Information") is provided by XMH Holdings Ltd. (the "Company") to you solely for your reference and may not be retransmitted or distributed to any other person. The Information has not been independently verified and may not contain all
Slide 3: Presentation Outline
Presentation Outline Corporate Profile Business Overview Financial Highlights Outlook & Strategies / Recent Developments 1 PRIVATE & CONFIDENTIAL © 2014 XMH HOLDINGS LTD
Slide 4: Corporate Profile
Corporate CorporateProfile Profile 2
Slide 5: Corporate Profile
Corporate Profile •A diesel engine, propulsion and power generating solutions provider in the marine and industrial sectors •Over 50 years of operating track record mainly in Asia •Listed on the Main Board of the SGX-ST on 26 January 2011 3 PRIVATE & CONFIDENTIAL © 2014 XMH HOLDINGS LTD
Slide 6: Corporate Milestones
Corporate Milestones 1955 1960 - 70s 1980s 1990s •2010 2000s • Founder Mr Tan Tum • Resale of used • Leading supplier of used • Xin Ming Hua (“XMH”) • Progressively secured Beng started a small industrial diesel engines industrial and marine diesel incorporated in 1991 distribution rights for produc
Slide 7: Key Executive Management
Key Executive Management Key Executive Management Chia Chung Mun, Chua Tiong Wei Tan Guat Lian Tan Tin Yeow Yap Lee Ann Alphonsus Executive Director Executive Director Chairman & CEO (Sales & Business Financial Controller Deputy CEO (HR & Admin) Development) Over 25 years of experience in the Over 2
Slide 8: Investment Merits
Investment Merits Strong balance sheet and operating fundamentals to foster growth Experienced and committed management team Diversified customer base allows minimization of fluctuations in demand arising from a downturn in any particular sector Exposure to significant growth opportunities e.g. deve
Slide 9: Share Statistics
Share Statistics Bloomberg code XMH SP EQUITY Reuters code XMHL.SI Share Price S$0.32 Market Capitalization S$138.2 million (433.4M shares) P/E 11.5 NAV per share S$0.13 Free Float 22.0% Substantial Shareholders Directors 58.3% Credence Capital 19.4% Source: Bloomberg as at 17 Mar 2014 7 PRIVATE & C
Slide 10: Analyst Calls
Analyst Calls House Call / Target Price OSK-DMG (Lee YueJer) BUY / S$0.56 NRA Capital (Joel Ng) OVERWEIGHT / $0.49 8 PRIVATE & CONFIDENTIAL © 2014 XMH HOLDINGS LTD
Slide 11: Business Overview
Business Business Overview Overview 9
Slide 12: Business Segments
Business Segments XMH Holdings Distribution and Provision After-Sales Services, of Value-added Trading and Others Products and Services Sourcing & Supply of Trading of Agency In-House Brand/ Repair & Spare Parts & Machinery & Products Customised Solution Maintenance Components Accessories 10 PRIVATE
Slide 13: Product Range & Applications
Product Range & Applications Distribute a wide range of marine and industrial diesel engines, power generating sets and related components for the following applications: Marine Industrial Applications: • Transportation vessels (tugs and barges, • Power generating sets used in self-propelled barges,
Slide 14: Geographical Coverage
Geographical Coverage China Middle East India Myammar Thailand Vietnam Philippines Cambodia Malaysia Sri Lanka Singapore Maldives Indonesia 12 PRIVATE & CONFIDENTIAL © 2014 XMH HOLDINGS LTD
Slide 15: Reputable Distribution Brands
Reputable Distribution Brands BRAND PRODUCT TYPE TERRITORIES 1) Limited range of high-speed and medium-speed 1) China, India, Indonesia, the Maldives, marine diesel engine and power generating sets, Singapore, Vietnam Mitsubishi including related spare parts and accessories 2) OEM industrial power g
Slide 16: Reputable Distribution Brands
Reputable Distribution Brands BRAND PRODUCT TYPE TERRITORIES Reintjes Gearboxes and related spare parts Indonesia Gearbox Singapore and Indonesia D-I Steering Systems and PTO Singapore and Indonesia China, India, Indonesia, Malaysia, Korsør Controllable pitch propellers Middle East, Singapore, Thail