Star Mica Holdings Co., Ltd. · TSE:2975

Star Mica — FY2018 Earnings Presentation

36 slides from Star Mica's earnings presentation, Mar 29, 2019

  1. Slide 1: ROR

    ROR (20195F11A8R 5 1 GUERRA) 201943 A298 AI— > VTA ARASH mal STARMICA Copyright © Starmica All Rights Reserved

  2. Slide 2: Agenda

    EJSTARMICA AX | 1. RAORZ | 2. BRORZ 3. @ERK 4. HERA RVAA 5. Betiat

  3. Slide 3: P&L highlights

    PL- EHOU INV YY a YBBR RP EB BASREIMA, DHHS EACH, VJ/NVYY YAY BROT LAls ofS Be TYVAALAYVEBRICHSVSVMATHORRDMOKEBE RI, MERLE CMe 2018/11#81Q 2019/11#81Q BETA LL (685) (fF) | ale 101.4 ! 97.71 96.3% SB YINV YY ay E# 49.6 | 75.0 | se LBA 23.9 | 19.31 80.6% SBUINVYY aye 11.6! 1381 118.3% eaellzs 17.4 | 1

  4. Slide 4: Results by segment

    YSNVY YA YVSRD SICKER BE RAVHOSRGRLIFELOMFRBEORMICKO, BR RACbcHwH (87) A aha 101.4 “URW yayBRO)ss~=<“<i‘i SCS” 75.0 “151.3% YIATISay (BD) ORK RADA 55R8 72 i 8.3 1 115.5% 3628 42.3 66.7 157.5% TUNARAY BR 50.5 20.2 | 40.0% Oak Gam can tor mI0: 2008) PRN PUB 1.2 i 24 | 188.5% 7ihaeeersMe. semen 18/1198

  5. Slide 5: Balance sheet

    EJSTARMICA -BS- Mfr Hige LEISItA eitin, McA FMEteRIcCRLIT B 3AIciHeaseMe Rib. SHER COLA thie ett 2018/1138 2019/11#41Q BURA ARLE (fF5) 1 (8) | AE 610! 631! 103.5% 5 bR2RUES 40! 501 123.8% 5 STE 562 | 574! Bene 25! 10; 40.2% 5 S8VEERE 71 2! 15.5% HE 635! 641 | 101.0% XT ORMRAHCRSAHSH, O—BMIE, SICHW,

  6. Slide 6: Agenda

    EJSTARMICA 4. HERA RVAA 5. Betiat

  7. Slide 7: StORs Bs

    EJSTARMICA StORs Bs iq) STARMICA 4ES" DSO“ HRERRALET

  8. Slide 8: “UY JSQR—V IVY’ eR TEORWES by aie

    “UY JSQR—V IVY’ eR TEORWES by aie B PROMFOREEED L, “FEGERW’ cL CHREN > HERERO — FT BRT. V/N-Yay, BRBBS. TI—-F-HNCBO, BBGEK WER B BaBehhc leSe sick

  9. Slide 9: Zit F Sx——AlcwMM ST SBERHm*: VEZ

    Zit F Sx——AlcwMM ST SBERHm*: VEZ B HEAOMPICADET. BRE TERWONIF, ZH Y JR—Y aYBVYY ay ORE LILPU/R—-Yavt-ERZORH | BNKETOREESTRGEMY-ER [ PLUsn—yay | © U®sAReno BET CTICEAEHBR — RCI yt et ae rr. ‘ - a ae ey j coat | AF iim 1 RRO - REMEMBER E AMBLAP. >), as BEROI—AE ARGO ROR Bis RHIC TE > etki [ dye7 hema

  10. Slide 10: “Ate PS LUMERWD<

    “Ate PS LUMERWD< 9 B SHAR CS SLPS SSR “LADEU / AAA” BONA PHREC. MEDIC CKD ocemeie eysv0-fleheor LED“ OLIUT"EDESBK. 'YVFAIs Lébtu/. a f DIY I—-BAMB< BS : LFe FY PROLPT WY YZ HRERMLESEAMMAN—-AZ http://www.shiawase.starmica-r.co.jp/

  11. Slide 11: THEBES SHNS ri ANY 7, F- ,4

    EJSTARMICA THEBES SHNS ri ANY 7, F- ,4 M tA kOBHELTERVU—-ANYDAY—-EREILL, TA-P—X7 FB FEZ B BanibtSOETPAKSACHISHSRUZORADS, —-AMKORMEKEW AMtLEWINE, , ZOKESORICIMEBLEW BaD YNT D7 @ (— >) BGO CER /BNSRRO m L J EJSTARMICA RAR Evy ave : A= +VAH EIT. 3 FAERIE + SEL eit PERIL BIA *URL : https://sell.starmica

  12. Slide 12: https://www.starmica-ap.co.jp/rentclip/

    ◼ https://www.starmica-ap.co.jp/rentclip/ 12

  13. Slide 13: Agenda

    EJSTARMICA 1. REORZ 2. BRORZ 3. ER 4. HERA RVAA 5. Betiat

  14. Slide 14: 'AR—) €BSH2,8002OFPHRVYYAVERA

    EJSTARMICA 'AR—) €BSH2,8002OFPHRVYYAVERA cur: ser MERABBOLR —(44t2019/2KK A) 500 400 300 200 > 100 + + Set Att Bit CH EROS 2019% 2 ARRAICESI SARIN O MALE AE

  15. Slide 15: FAA CLAN ICSl AUS

    EJSTARMICA FAA CLAN ICSl AUS B WAOEVRAETIVICRASH, REV mV Flas e eR TTL O TR GBHLERIRA<—Z2) 25.0% * | 22.9% 20.0% 15.0% on, Lr 44t a#t b #t c #t XEBPRSH. 201841 AAR MICS SARA RE OME

  16. Slide 16: Ta lcAMS NieEM—kKI7 AVA

    EJSTARMICA Ta lcAMS NieEM—kKI7 AVA 2018/1 1HRORA MH _ (bse Rr) (S845 Rep BA Bll Sacre tes A) EOtth 7.6% eases ARRELUP ( amg SHR. } RRB 14 4% 14.7% (@B.5) . e RIB, 8.5% RRS ] FHI 3.1%. RAB (SERBR< EN) 35.9% EIB 6.1%. (see ans WRB Ber —F RII 17.2% (A) ‘ “ee 7.0% HSA ba 65.84 m SPARE 27.9 bar Rae | 19,

  17. Slide 17: RARE S vikls#01 4318

    RARE S vikls#01 4318 Baie SMS ICES < SHEA (Esa MR) 4792159 BETAS. ARAL QO MNCS 143/85 2018/1 1AM MHICNS S SHAR BescH Fle : | hm Beil ERAS (fir : (EF) KEM IAZ his. PP FRA ROY /N—Y a YRAOBSORMIEE b CI RMORHLESOTST SEIS. BELO RM ICBI< SOTHO GROOMERS SEO THEIEEA

  18. Slide 18: ia STARMICA

    ia STARMICA A=—F SRR MS Close ARE eR” TS < , GA Cem He PA CSB BRP VU Ya Ves B Yt ORSRRATGSshn, N-J-BERA (20114) — k-9- — RP Rm OB—AZCHSV1(TIL+ E+ h-Y—BUER (N-N-KEXA¥) OZeMISR. Gin, JOA, PBFRACHWCT/N—-Ya ves CHIME HOSGSMRERTL, EOBRMBE EAD TWSBRERVI SEO. — £6208 — WHT I—-TF FUYE—IL YKK CSB AAIAL TP-AR

  19. Slide 19: 2018/11MED. SAREE eR

    EJSTARMICA 2018/11MED. SAREE eR cba! ARIAOF IL. ENADOmY YIJN—YV3avTt MEV YY ayo AADESEZEAZS ts eke YSRVYYAYAO RHETY ID AREF ARZEAS am

  20. Slide 20: AI—+ VTABSPBEL, AROES - FHBRRERA TS

    EJSTARMICA AI—+ VTABSPBEL, AROES - FHBRRERA TS YIN-YVAVT TINR-YAVT x AAROESEEAS FER CRAS mine -wiace = ea TEI Ute 55 0SRBOUE fe, ERIN E RE aaCU A, € MARBAAO {ble kD. 1AMD = SE ee hme mR Sete t “YUSNR-YAVMOER” FEEx | TC. Miew ADEE Warts: - stashed EE Copyright © Starmica All Rights Reserved

  21. Slide 21: 2022/11HRE Cle, FL Fm RABE (SIS,

    EJSTARMICA 2022/11HRE Cle, FL Fm RABE (SIS, 2017/1188 2018/1148 2022/1188 Rie Rik ati 3026 500ee malas 5 38er 7 O@e Roc ATES (UJ AVY Y ay BE) 4 5626 4 ] 00K 4

  22. Slide 22: iSTARMI

    iSTARMI (Ae x "1 Ty ORRGICKO, RBM SHEE BSkb, RFOWREUALAAREPANRKMS CHE {ESO —-YVY—IL@ RA lLeBSitwxiz See ee WhatzMoney DyIVR— i an) eae enemeno y ee y 1 f L inf ff 8 = # FA = BARTS weer 80-YORR HSTARMICA Residence SRIMECO—YRROPDS, £ORMGM MERE TSN <, WhatzMoneytt ® \Y —) LiF Bag BUSA, ABA, O-YRWECO-BO

  23. Slide 23: MIBNICWEBF v RIDEBAL. YT F414 TERE

    MIBNICWEBF v RIDEBAL. YT F414 TERE @ Att 1 hKOARMYU—I—P IDE. WEBF v RIL OSI bICa B SROMEBEMICHUSV—-T7 4 VT ICHBRASER 28 STARMICA vee es = STARMICA a TUS Residence Copyright © Starmica All Rights Reserved

  24. Slide 24: ALSIRE (A 1) OTERREL, RBAOBAA

    ALSIRE (A 1) OTERREL, RBAOBAA B CHE COSEGMATARICb COOK PAV Yay sT—Je tA tea Y74-hLL SBE Pooled (RR, HMO etc) | (it. Feral. BAB Retc) — eZ AI— + VIDHBOMET-—IR—-A A-PYT—JEMARD ET BEPNATVALERE Alc ck oRESMAH FROMM FA Ge Copyright © Starmica All Rights Reserved

  25. Slide 25: BRSEZOREAG. ACHRAHAABTFE

    BRSEZOREAG. 6 ACHRAHAABTFE M HUSHOZI— + VIN + hI 4 VIAZMDTI—-FERORREES B 7T)L—-FEHOERBREED, FOREN - HMMICRRe AT STARMICA Holdings FMW-FEKOBRABRE TN FRE SAA S28 EISTARMICA HISTARMICA HASTARMICA ~—s gjstarmica Lh i ISTARMICA Residence Asset Partners Property Asset Management == SmaAi+ TIIN—-b VAI YINV

  26. Slide 26: Forecasts

    EMPRORRAG. IIR AY—b BOUSINVYYaVEBRis. DARE OWMICKO, TL: MCB EBERY Be fYRNALKAYVEBRORA MH CMS, ECT TS RAG 2019/1188 2019/1188 10x ame abe (FA) (fF) rLea 97.7 334.0 29.3% SBU INV Vays 75.0 300.0 25.0% SBIYVRAKAY EBS 20.2 26.4 76.5% SBP ENTITY UBS 24 75 31.8% sb AIRS 19.3 65.3 29.5% SBU INV Vays 13.8 5

  27. Slide 27: Shareholder returns

    FR LckERTR M 2019/118ld, REORERAOMMBTEBRML, MRS B BSlcmMA. FIORE (97 +-A—-K1,000ND) RitPFE 0 ae 1 4700 SACRE 0 35.0 32.0 32.0 29.0 30.0 25.0 23.0 20.0 14.5 15.0 9.0 100) Fo 655 5.75 60 7 i‘ : 5.0 ieanial 2009/11 2010/11 2011/11 2012/11 2013/11 2014/11 2015/11 2016/11 2017/11 2018/11 FR) FAS muta 22.

  28. Slide 28: Agenda

    EJSTARMICA 4, TRRRRUA 5. Betiat

  29. Slide 29: haYYY ayAh y Jis600HRB

    haYYY ayAh y Jis600HRB BM MRO tO Fis LAY iciBA > SR. TROD: MADHRENS RTE) gee yay REE IAM 6005 Fi 700 600 500 400 300 1983 1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 (HS) BLA BRA LMHMAMS tO Bitte ®E=RARHIYIV—hiS, BHIYIV—his, MAB, STH=KAB. WARR-DRES

  30. Slide 30: VY Ya vid HHORA

    VY Ya vid HHORA PRAIA BUSI 20S fel CHS Oa (ase : #) BRAISISHAV YY a VRE RHEROHE 40,000 | 4 ny 4 XY iG w Ni iS) alt ai 35,000 30,000 25,000 20,000 15,000 10,000 5,000 fe) 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 (H88) AMMEAA RARTHE TORE THRKLYK, £O Mette Copyright © Starmica All Rights

  31. Slide 31: HRAVIC RT ORAD RIBAS

    HRAVIC RT ORAD RIBAS BRAK CIES RO 7 ~ 9 sles “HAs, (AAD SD 1 Bl) B HRAAORRICH, SROMADMGENS fehwcsW SRHECOMS PUA 4#UR DIYA (2014) (2012) (2013) (HS) BLRHBOAR OFMZGEE ESRARET—F, £0 Bitte

  32. Slide 32: BBYYYAaVechRLCd, RAM MEISE

    BBYYYAaVechRLCd, RAM MEISE BM AXORHIEDSDS, BRLOFL-KORW SR VU YAY COLRERR B SO-—ViRRRIs, “RHE CLTYYYAYEMa RANGE 0x1) BAON—ViBFR 0x2) 13.344 8.45 = inte 1 4#H2018/1 ARE CHSARTCH3,07 10, FMM6G7.47m) KBS< K2 FARTMROMHS. ARM3,000HA, WATS. SORA, HA1.OOOM THALES Copyright © Starmica All Rights Reserved

  33. Slide 33: Agenda

    EJSTARMICA 1. REORZ 2. BRORZ 3. @ERK 4. HERA RVAA | 5. Seti |

  34. Slide 34: Company profile

    EJSTARMICA SHE (20194 2 A28ARE) 29— + VA ARABS RRR 2k Be 20014 (FR13%) 5518 2006 (FR18%) 10A2A RREE—BBross (GESFI—K 3230) 358A 1758 Att (RRABMEE) . BARA RHI) . ABR (AMBLER) . BP SWKERE (CULEPANE) . BARE GAH PRE) . 4hBESM (AhERPR) . Wesker (WAH RE) . LEA (AL IEE) EBS SRT SUF JiR. SHERRI. BHESMT HIT M

  35. Slide 35: Major shareholders

    k= OWE (201811 A3OAWE) EBREOKA (Ht: te) HR HELL AI= + NAH NWT YFARARE EY | 2,974,000 2,974,000 16.3% | 16.3% KH : FeaRARIE (100%) BARFAT 4 + V-EAERTH (tO) 2,024,900 2,224,300 12.2% 12.2% WR BR 1,841,100 1,841,100 10.196 10.196 HEEL Oo % = ~~ 1,800,000 1,800,000 9.9% = 9.9% BAVYAS-hIAMERTM (18560) 1,

  36. Slide 36: BAWINGDESE

    BAWINGDESE AI— +> VAARANSHA ig) STARMICA BCORBICRMENTWNS PA: BBLS, RR CAF RGR ROGRORMIC RES SAS TFERCRA ROR MICK SRES HICLTHOKT. RRORMIS, SHEA GRAK Sl CRESBREES AMENDS OT. BRAM KORARRS, BHMTRORBCBISTSODNSbO THO, RAMEOARKM CHEBRABLARACESTHOET. BABSCRRANKT—Ficld, BOS LODOERTHS CHMLELMARONAMZEN THIET,

Star Mica Holdings — FY2018 Earnings Presentation on 6ix