Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft Ag · XETR:EFF0

Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft — Investor Presentation (October 2003)

21 slides from Deutsche Effecten- Und Wechsel-beteiligungsgesellschaft's investor presentation, October 2003

  1. Slide 1: DEWB creates Added Value

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  2. Slide 2: The comprehensive approach of DEWB

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  3. Slide 3: Philosophy and Value Chain

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  4. Slide 4: Growth Sectors: Optics, Optoelectronics, Biotechnology, Telecoms/IT

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  5. Slide 5: Venture Capital close to the Industry

    sÉåíìêÉ=`~éáí~ä= ÅäçëÉ=íç=íÜÉ=fåÇìëíêó ^=ÅçãÄáå~íáçå=çÑ=~ää=íÜÉ=~Çî~åí~ÖÉë=íÜ~í=îÉåíìêÉ=Å~éáí~ä=Åçãé~åáÉë Å~å=çÑÑÉêK `çêéçê~íÉ= fåÇÉéÉåÇÉåí= îÉåíìêÉ= îÉåíìêÉ= Å~éáí~ä Å~éáí~ä Åçãé~åáÉë Åçãé~åáÉë abt_=Ü~ë=íÜÉ=ë~ãÉ=áåíÉêÉëíë=~ë=áíë=éçêíÑçäáç=Åçãé~åáÉëK ^Åèìáëáíáçå `ç~ÅÜáåÖ bñáí mçëíJfml R

  6. Slide 6: DEWB Investment Guide

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  7. Slide 7: Intensive Coaching

    fåíÉåëáîÉ=`ç~ÅÜáåÖ cáå~åÅÉ iÉÖ~ä=~ÑÑ~áêë z bëí~ÄäáëÜáåÖ=íÜÉ=Ñáå~åÅá~ä=ÇÉé~êíãÉåí z `ÜÉÅâáåÖ=çÑ=é~íÉåíë=~åÇ=äáÅÉåÅÉë mêçÅìêÉãÉåí=çÑ=ÑìåÇë z `ç~ÅÜáåÖ=áå=í~ñ=~åÇ=ä~ï=áëëìÉë lêÖ~åáë~íáçå=L=pí~ÑÑ j~êâÉíáåÖ=L=p~äÉë=L=mo z ^ÇîáÅÉ=áå=Üìã~å=êÉëçìêÅÉ=áëëìÉë z pìééçêí=áå=Éëí~ÄäáëÜáåÖ=íÜÉ=ë~äÉë=çêÖ~åáë~íáçå z o

  8. Slide 8: Efficient and Experienced Exit Management

    bÑÑáÅáÉåí=~åÇ=bñéÉêáÉåÅÉÇ= bñáí=j~å~ÖÉãÉåí= qê~ÇÉ=p~äÉë z _êç~Ç=áåÇìëíêá~ä=åÉíïçêâ=çÑ=abt_=~åÇ=gÉåçéíáâ z sÉêó=ÉñéÉêáÉåÅÉÇ=ã~å~ÖÉãÉåí=çÑ=abt_=EãçêÉ=íÜ~å=OMM=ÇÉ~äë= ÇìêáåÖ=êÉëíêìÅíìêáåÖ=~åÇ=ÇÉîÉäçéãÉåí=çÑ=gÉåçéíáâ=áå=íÜÉ=é~ëíF z `çåíáåìçìë=ë~äÉë=~åÇ=b_fq=ÅçåíêáÄìíáçå=áå=íÜÉ=é~ëí=ïáíÜ= áåÅêÉ~ëáåÖ=éêçé

  9. Slide 9: Partner after the Flotation: Holdings of DEWB

    m~êíåÉê=~ÑíÉê=íÜÉ=cäçí~íáçå pÜ~êáåÖ=áåíÉêÉëíë=Ó ~ÅíáåÖ=íçÖÉíÜÉê eçäÇáåÖë abt_ z c~áê=ëíçÅâ=ã~êâÉí=î~äì~íáçå z c~áê=ëíçÅâ=ã~êâÉí=î~äì~íáçå=çÑ= s`=ÜçäÇáåÖë z b~ëó=~ÅÅÉëë=íç=ëçìêÅÉ=çÑ=Ñáå~åÅÉ z píêçåÖ=êÉéìí~íáçå=~ë=s`=Åçãé~åó z léíáãáë~íáçå=çÑ=ëÜ~êÉÜçäÇÉê=ëíêìÅíìêÉ ïáíÜ=~=ÜáÖÜ=èì~äáíó=éçêíÑçäáç=~åÇ= Åç

  10. Slide 10: Technology & Capital Market Know-how

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  11. Slide 11: Financial figures

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  12. Slide 12: Facts & Figures

    c~Åíë=C=cáÖìêÉë Eî~äì~íáçå=áå=~ÅÅçêÇK=ïáíÜ=ed_F PMKMVKOMMP OMMO= OMMN OMMM NVVV NVVU b_fq €=MKV=ãáääK €=JNVKP=ãáääK €=ORKN=ãáääK €=RNKQ=ãáääK €=OTKR=ãáääK €=SVKQ=ãáääK fåîÉëíÉÇ=Å~éáí~ä €=UTKM=ãáääK €==VMKQ=ãáääK €=NMUKV=ãáääK €=URKV=ãáääK €=UMKN=ãáääK €=OUKN=ãáääK kÉï=áåîÉëíãÉåíë €=NTKM=ãáääK €==OQK

  13. Slide 13: DEWB's IRR is well above the European average

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  14. Slide 14: DEWB with conservative investment valuation approach

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  15. Slide 15: Portfolio with prospects

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  16. Slide 16: Balanced Portfolio

    _~ä~åÅÉÇ=mçêíÑçäáç fåîÉëíÉÇ=Å~éáí~ä=~ë=çÑ=pÉéíÉãÄÉê=PMI OMMP=EáåÅäK=çéíáÅF Äó=ëÉÅíçê Äó=éÜ~ëÉ NM=B NT=B NU=B OO=B PP=B SRB PR=B léíçÉäÉÅíêçåáÅë _áçíÉÅÜåçäçÖó pÉÉÇL=pí~êíJìé bñé~åëáçå pÉÅìêáíáÉë qÉäÉÅçãëLfq líÜÉê ^Åèìáëáíáçå `ç~ÅÜáåÖ bñáí mçëíJfml NS

  17. Slide 17: DEWB holdings (without optics)

    abt_JÜçäÇáåÖë=EïáíÜçìí=çéíáÅF ~ë=çÑ=pÉéíÉãÄÉê=PMI=OMMP léíçÉäÉÅíêçåáÅë= _áçíÉÅÜåçäçÖó qÉäÉÅçãëL=fq líÜÉê= iáëíÉÇ=Åçãéç~åáÉë jΩääÉê=Ó aáÉ=äáä~ TKVB ms^ qÉmä~ ^d NOKV=B Å~~íççëÉÉ=^d NKUB içÖáëíáâ=^d lêÄçíÉÅÜ=iíÇK MKQ=B bñé~åëáçå= Ñáå~åÅáåÖ a~í~=aáëÅ=oçÄçíë dãÄe TRKN=B fåíÉÖê~íÉÇ=dÉåçãáÅëI=fåÅK QQKO=B

  18. Slide 18: Outlook

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  19. Slide 19: Company valuations on ten-year low

    `çãé~åó î~äì~íáçåë= çå=íÉåJóÉ~ê=äçï DAX 30 D S -C ALCU LATE D 27/10/03 35 30 25 20 15 10 mêáÅÉJb~êåáåÖëJo~íáç=EÜÉêÉW=a^uF=çå=íÉåJóÉ~ê äçï 5 1994 1995 1996 1997 1998 1999 2000 2001 2002 DAX 30 DS-CALCULATED - PER HOCH 30.5 14/1/00, TIEF 9.5 4/10/02, SCHLUSS 11.4 24/10/03 Source: DATASTREAM G=pçìêÅÉW=

  20. Slide 20: Buy at market low and sell at market high

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  21. Slide 21: DEWB will continue to grow

    abt_=ïáää=ÅçåíáåìÉ=íç=Öêçï kÉ kÉ ï ï mìêÅÜ~ëÉ=çÑ=é~êíë= `çãéäÉíÉ= mìêÅÜ~ëÉ=çÑ= çÑ=ÅçãéÉíáíçê í~âÉ=çîÉê= áåÇáîáÇì~ä=ÜçäÇáåÖë éçêíÑçäáçë çÑ=ÅçãéÉíáíçêë mêçîáÇÉÇ=íÜ~í=KKK Û íÜÉ=Åçãé~åáÉë=Ñáí=áåíç=abt_Úë=éçêíÑçäáç=~åÇ= î~äì~íáçåë=çÑÑÉê=áåíÉêÉëíáåÖ=éêçÑáí=éçíÉåíá~äë==Ñçê=abt_= ON

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