Chia Chang Co., Ltd · TWSE:4942
Chia Chang — Investor Presentation (March 2014)
18 slides from Chia Chang's investor presentation, Mar 5, 2014
Slide 1: Chia Chang Co., Ltd.
Ticker : 4942 Chia Chang Co., Ltd. 5 March 2014
Slide 2: Safe Harbor Notice (Disclaimer)
Safe Harbor Notice (Disclaimer) Chia Chang’s statements of its current expectations and estimates are forward- looking statements subject to significant known and unknown risks and uncertainties and actual results may differ materially from those contained or implied in the forward-looking statement
Slide 3: Agenda
Agenda Company Profile Financial Results Competitive Advantages Q&A
Slide 4: Company Profile
Company Profile Copyright (C)Chia Group. All rights reserved. BS
Slide 5: Company Profile
Company Profile Established：In September, 1985 Capital：NTD 1.523 Billion Product and Application：Internal and External Metal Components Employee：Taiwan (300 people) & China (5,800 people) Worldwide Services： Taiwan (Headquarters) Southern China Taoyuan Ningbo Eastern China Nanjing Dongguan
Slide 6: Product and Application
Tv/ Monitor ) — Color Fite liquid Crystal TFT Array Glass Polarzer Film Driver IC & PCBA.ete Orffuser Film Oiffuser Pate Plastic Frame Font Bazel / 942 Oh Dnccenind Sip /SBROVE| Catowal Devel AHH | Cole Plate / SPT Bese mae y External Component Product and Application NB / Tablet ) ~ ‘v Imtemal Comp
Slide 7: Product and Application
Product and Application Surface Treatment Ultrathin Keyboard Cover
Slide 8: Financial Results
Financial Results Copyright (C)Chia Group. All rights reserved. BS
Slide 9: Financial Results
Financial Results (In NT millions except otherwise noted) 3Q’13 2Q’13 3Q’12 QoQ YoY Net Revenue 2,620 2,153 2,094 22% 25% Gross Margin 17.5% 17.2% 19.2% Operating Expenses (242) (223) (207) 9% 17% Operating Margin 8.3% 6.8% 9.3% Non-Operating Items (3) (50) 33 -94% 109% Net Income 172 36 184 378% -7
Slide 10: Revenue by Application
Revenue by Application 100% 16% 9% 11% 80% 21% 21% 29% 60% 7% 11% 7% 12% 9% 8% 9% 40% 12% 15% 20% 44% 34% 25% 0% 2011 2012 2013 Others MNT Tablet NB外觀件 NB內構件 TV外觀件 TV內構件 Note: (1) Includes Chia Chang and China subsidiaries: Chia Chang (Suzhou), Chia Chain (Suzhou), Chia Chang (Ningbo), Quan Rui (Don
Slide 11: Shipment by Application
Shipment by Application 100% 22% 19% 24% 80% 20% 26% 22% 60% 9% 14% 17% 40% 19% 2% 1% 20% 17% 20% 3% 30% 19% 16% 0% 2011 2012 2013 Shipment (Million pcs) 307 295 313 Others MNT Tablet NB外觀件 NB內構件 TV外觀件 TV內構件 Note: (1) Includes Chia Chang and China subsidiaries: Chia Chang (Suzhou), Chia Chain (Suzho
Slide 12: Revenue by Application
Revenue by Application 100% 7% 9% 7% 13% 15% 80% 27% 25% 15% 28% 27% 5% 8% 21% 60% 7% 5% 9% 8% 14% 8% 10% 10% 6% 40% 9% 8% 10% 15% 15% 14% 15% 20% 32% 27% 27% 22% 22% 0% 4Q'12 1Q'13 2Q'13 3Q'13 4Q'13 Others MNT Tablet NB外觀件 NB內構件 TV外觀件 TV內構件 Note: (1) Includes Chia Chang and China subsidiaries: Chia
Slide 13: Shipment by Application
Shipment by Application 100% 20% 22% 22% 29% 23% 80% 28% 25% 23% 16% 60% 27% 11% 13% 16% 30% 40% 9% 1% 1% 3% 1% 18% 18% 1% 18% 17% 16% 20% 4% 4% 3% 2% 15% 14% 19% 19% 12% 0% Shipment 4Q'12 1Q'13 2Q'13 3Q'13 4Q'13 (Million pcs) 75 69 68 82 94 Others MNT Tablet NB外觀件 NB內構件 TV外觀件 TV內構件 Note: (1) Includ
Slide 14: Competitive Advantages
Competitive Advantages Copyright (C)Chia Group. All rights reserved. BS
Slide 15: Competitive Advantages
Competitive Advantages Economies of Scale Production Precision Tooling R&D Capability Component Integration Robot Arms Client Diversification Automatic Threading / Inspection
Slide 16: Component Integration
Component Integration IMF (In-Mold Sandblasting Forming 3D) Anodizing CNC Processing Painting Coating Diamond Cutting Printing Extrusion Assembly Hairline Stamping Die Casting Tooling Application
Slide 17: Client Diversification
Client Diversification Panel OEM/ODM Brands Backlight Module OEM/ODM
Slide 18: Copyright (C)Chia Group. All rights reserved. BS
Copyright (C)Chia Group. All rights reserved. BS