Yoma Strategic Holdings Ltd. · SGX:Z59
Yoma Strategic — Shareholder Meeting (July 2013)
13 slides from Yoma Strategic's shareholder meeting presentation, Jul 30, 2013
Slide 1: Shareholders' Presentation, Annual General Meeting 30 July 2013
30/7/2013 Soaring to Greater Heights in the Golden Land Shareholders’ Presentation Annual General Meeting 30 July 2013 Agenda Briefing to Shareholders – Business environment in Myanmar – Business update • Real Estate • Non-real estate – Agriculture – Automotive – Retail – Luxury Tourism – Financia
Slide 2: Business Environment: Developments in Myanmar
30/7/2013 Business Environment Developments in Myanmar New Foreign Investment Law signed (Nov’12) Historic visit made by US President Barack Obama (Nov’12) Aung San Suu Kyi re-elected to be NLD’s leader (Mar’13) Singapore President Tony Tan visits Myanmar (Apr’13) President Thein Sein met
Slide 3: Real Estate Update: Pun Hlaing Golf Estate (PHGE)
30/7/2013 Real Estate Update Pun Hlaing Golf Estate (PHGE) Still holds approx 4.7m sq ft of LDRs as at 30 June 2013 3
Slide 4: Lakeview Apartments and Ivory Court Residences
30/7/2013 Lakeview Apartments Blocks A to F fully sold as at 30 June 2013; Block G intended for rental Ivory Court Residences 20 units of first and second phases (ICR I & II) all sold as at 30 June 2013 4
Slide 5: Bamboo Grove and Rose Garden Villas (PHGE)
30/7/2013 Bamboo Grove 2 out of 12 houses sold as at 30 June 2013 Rose Garden Villas (PHGE) Newly Launched: 20 villas with house area of 4,320 sq.ft and land area of approximately 7,900 sq ft 5
Slide 6: Star City and Zone A updates
30/7/2013 Star City Successfully acquired 70% economic interest of Star City on 1 June 2012 Star City – Zone A updates Building (3) launched on 21 April 2012 – 260 out of 264 units sold as at 30 June 2013; booking deposits for additional 2 units received Building (4) launched in 2Q FY2013 – 25
Slide 7: Star City Zone B updates
30/7/2013 Star City – Zone B updates Entered into a conditional agreement with a third party investor – Sale of LDRs for 5 buildings in Zone B – Recognised S$5.9m from the sale of Building 1 in 1Q2014 – Earn incentive fees when certain sales targets to end buyers are met Sales of LDRs for two ad
Slide 8: Agriculture and Automotive
30/7/2013 Agriculture 100,000 acres of contiguous agricultural land located on the Maw Tin estate in Ayerwaddy Division of Myanmar, situated 260 km west of Yangon Jatropha Curcas currently main agricultural product – accounting for approx. 2,000 acres Exploring other crops that could be cultiv
Slide 9: Retail
30/7/2013 Retail Established a joint venture to operate department stores in Myanmar – Parkson Myanmar (70%) – Yoma Strategic (20%) – FMI (10%) Incorporated Myanmar Parkson Company Limited (MPCL) on 1 April 2013 First store located in FMI Centre, Pabedan Township of Yangon soft launched in May
Slide 10: Luxury Tourism
30/7/2013 Luxury Tourism YSH & FMI have formed JVCo, Chindwin Holdings, to acquire 75% of Balloons over Bagan (BOB) for US$10.7 m BOB currently operates 7 balloons of various sizes, to be expanded to 12 balloons over a few years A call option to acquire approx 21 acre prime site in Bagan to de
Slide 11: FY2013 Highlights and 1Q2014 Highlights
30/7/2013 FY2013 Highlights Revenue 54.2 % to S$60.5m S$’million (FY2012: S$39.2m) – Higher ASP for LDRs 70 – Sale of more development properties in PHGE & Star City 60.5 Gross profit 124.1% to S$26.2m 60 (FY2012: S$11.7m) Gross profit margin: 43.3% 50 (FY2012: 29.8%) – Higher selling prices
Slide 12: Landmark Development
30/7/2013 Landmark Development Landmark Development Signed S&P agreement with SPA Group on 19 Nov 2012 to acquire 80% Landmark Development Project – Approved by shareholders on 28 Feb 2013 Mixed-use development comprising: – 5-star hotel in iconic heritage building (Peninsula) – 5-star luxury co
Slide 13: Questions & Answers
30/7/2013 Questions & Answers 13
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