Great Wall Enterprise Co., Ltd. · TWSE:1210
Great Wall Enterprise — Q3 2024 Earnings Presentation
16 slides from Great Wall Enterprise's earnings presentation, Dec 2, 2024
Slide 1: Great Wall Enterprise Co., Ltd. Investor Conference
Great Wall Enterprise Co., Ltd. Investor Conference 2024.12.02
Slide 2: Disclaimer
Disclaimer 1. This presentation contains certain forward-looking statements that are based on current expectations. These forward-looking statements are subject to known and unknown risks as well as uncertain ties that could cause actual results to differ materially from those expressed or implied b
Slide 3: Agenda
Agenda • Financials • Key Events • Q&A
Slide 4: Financials
Financials
Slide 5: Consolidated Income Statement
Consolidated Income Statement Unit: Million NTD 2021 2022 2023 2023 Q3 2024 Q3 YoY Net Revenue 101,438 100.0% 113,297 100.0% 111,109 100.0% 28,338 100.0% 25,858 100.0% -8.8% Cost of revenue 90,701 89.4% 101,939 90.0% 96,148 86.5% 24,350 85.9% 22,153 85.7% -9.0% Gross Profit 10,737 10.6% 11,359 10.0%
Slide 6: Financials by Business Groups
Financials by Business Groups Unit: Million NTD 930 932 580 47 43 57 59 250 116 9 170 -92 -1 -26 -0% -80% +109% -102% -24% -65% Agricultural Food Integrated Poultry Processed Food Food Service Southeast Asia East Asia Others 2024Q3 2023Q3
Slide 7: Key Events
Key Events
Slide 8: Key Events
Key Events • Corn/Soybean Futures • Taiwan Pork Supply • Taiwan Poultry Supply
Slide 9: Corn Daily Chart
Corn Daily Chart Smooth Finish to U.S. Planting Quarterly U.S. Corn Stocks & USDA Estimated Corn Acreage Higher than Expected Rapid U.S. Harvest and Improved Weather in Brazil Continued Strong Export Demand for U.S. Corn Strong Export Demand for U.S. Corn and Delays to Soybean Planting in Brazil
Slide 10: Daily Soybean Chart
Daily Soybean Chart Smooth Finish to U.S. Planting Devaluation of Brazilian Real and Good U.S. Weather Continued Good Weather in U.S. Rapid U.S. Harvest and Improved Weather in Brazil Strong Export Demand for U.S. Soybeans and Delays to Soybean Planting in Brazil
Slide 11: Taiwan Pork Supply
Taiwan Pork Supply 100 Unit: NTD / Kg 90 80 70 60 2021Average Price 2022Average Price 2023Average Price 2024Average Price 100000 90000 80000 Unit: metric ton 70000 60000 50000 40000 30000 20000 10000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2021 Domestic 2021 Import 2022 Domestic 2022 Impor
Slide 12: Taiwan Poultry Supply
Taiwan Poultry Supply 40.0 Unit: NTD / Kg 35.0 30.0 25.0 2021 Broiler Average Price 2022 Broiler Average Price 2023 Broiler Average Price 2024 Broiler Average Price 20.0 70000 60000 Unit: metric ton 50000 40000 30000 20000 10000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2021 Domestic 2021 Im
Slide 13: Prd
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Slide 14: Holy Chicken
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Slide 15: Slide 15
Slide 16: Q&A
Q&A
Great Wall Enterprise — Q3 2024 Earnings Presentation on 6ix