Yoma Strategic Holdings Ltd. · SGX:Z59
Yoma Strategic — Shareholder Meeting (January 2021)
18 slides from Yoma Strategic's shareholder meeting presentation, Jan 29, 2021
Slide 1: FP2020 Annual General Meeting
FP2020 ANNUAL GENERAL MEETING 29 January 2021
Slide 2: Covid-19 Statistics in Myanmar
COVID-19 STATISTICS IN MYANMAR Covid-19 daily incidence rate in Myanmar as of 15 Jan 2021 Covid-19 total cases, recovered and deaths per 1,000 persons in 2500 population in ASEAN Countries as of 15 Jan 2021 New Cases New Death 10.528 10.475 Cases Deaths Receovered 2000 1500 4.971 4.754 3.346 1000 3.
Slide 3: Myanmar Economic Growth in 2021 Forecasted Highest Amongst the Region
MYANMAR ECONOMIC GROWTH IN 2021 FORECASTED HIGHEST AMONGST THE REGION Myanmar GDP to grow at 6.0% in 2021 Foreign Direct Investment ADB GDP Growth Rate, 2021 forecast Foreign investment approval accelerated in FY19/20 (US$ in billions) (% per year) Brunei 3.0% Timor-Leste 3.3% Thailand 4.5% 2.62 Sin
Slide 4: Accelerating Digital Adoption
ACCELERATING DIGITAL ADOPTION Growing Digital Users Digital Adoption Across Business Sectors Embracing financial technology (fintech) services where Stay-at-Home restrictions resulted in most of the companies across banking penetration remains below the regional average. various business sectors ado
Slide 5: 12M-Sept2020 Key Financial Highlights
12M-SEPT2020 KEY FINANCIAL HIGHLIGHTS1 • Revenue increased 13.6% driven by a strong recovery in Yoma Statement of Income 12M-Sept2019 12M-Sept2020 Land’s development business and higher revenue in Yoma (US$ million) (US$ million) Financial Service and Yoma F&B despite the strict government measures
Slide 6: 12M-Sept2020 Key Financial Highlights
12M-SEPT2020 KEY FINANCIAL HIGHLIGHTS1 US$million Net Debt Total Capital Gearing Ratio 1400 35% 1200 31.4% 27.8% 30% 1000 25% 23.9% Pro forma: 26.7%3 800 20% 600 Pro-forma 15% 1,003.7 861.9 1,145.7 400 10% 200 315.3 305.4 5% 205.6 0 0% Sept 2018 Sept 2019 Sept 2020 The Group went through a de-levera
Slide 7: I. Ayala Corporation: Strategic Partnership
I. AYALA CORPORATION: STRATEGIC PARTNERSHIP 7
Slide 8: The Philippines' Economic Growth a Useful Reference for Myanmar's Development
THE PHILIPPINES’ ECONOMIC GROWTH A USEFUL REFERENCE FOR MYANMAR’S DEVELOPMENT Source: Bloomberg, World Development Indicators 8
Slide 9: Ayala Corporation Investing at 45 Cents per Share
AYALA CORPORATION INVESTING AT 45 CENTS PER SHARE Investment of up to US$155 million for a 20% stake in Yoma Strategic ▪ Re-affirms Yoma’s growth potential and prospects. ▪ Ayala Corporation is one of the oldest and largest conglomerates in the Philippines. ▪ Has a portfolio of leading businesses th
Slide 10: II. Bridging the Financial Inclusion Gap
II. BRIDGING THE FINANCIAL INCLUSION GAP 10
Slide 11: Wave Money Recorded Strong Growth
WAVE MONEY RECORDED STRONG GROWTH • Share of profit from the 34% Wave US$6.1 Money stake grew significantly. million • On 13 October 2020, Yoma Strategic acquired an additional 10% stake in Wave Money and now holds a 44% stake in Wave Money. • Yoma Strategic intends to be the controlling shareholder
Slide 12: Wave Money Targets to Grow Its Digital MAU to 11.2 Million by 2024
WAVE MONEY TARGETS TO GROW ITS DIGITAL MAU TO 11.2 MILLION BY 2024 Ant Group’s expertise in building mobile payment platforms will accelerate Wave Money’s digital journey Source: Wave Money 12
Slide 13: III. A Resurgence in Real Estate
III. A RESURGENCE IN REAL ESTATE 13
Slide 14: For the Aspiring Middle Class
FOR THE ASPIRING MIDDLE CLASS City Loft @ StarCity City Loft West Recorded sales/bookings of more than 80% out of 791 A 3,000-unit5 development with Phase 1 consisting of 7 total launched units as at 30 September 2020. towers and approximately 1,800 units. Construction is expected to commence in 202
Slide 15: First Landed Housing at StarCity
FIRST LANDED HOUSING AT STARCITY 27 of 32 units had been booked/sold as at 30 September of 2020. 15
Slide 16: Star Hub: High Quality Offices in a Suburban Location
STAR HUB: HIGH QUALITY OFFICES IN A SUBURBAN LOCATION • First Star Hub in Star City with a GFA of c.290,000 square feet5. • Received long-term leasing commitments for more than 50% of the office space. • Targeted completion at the end of 20215. 16
Slide 17: Completion in 2022 Will Significantly Grow Recurring Revenue Streams
COMPLETION IN 2022 WILL SIGNIFICANTLY GROW RECURRING REVENUE STREAMS • 2.44 million square feet development comprising Grade A Offices, hotels, luxury residences and retail space. • GFA of rental properties to increase more than 5X once Yoma Central becomes operational. 17
Slide 18: End of Presentation
STRATEGIC HOLDINGS LTD. End of Presentation
Yoma Strategic Holdings — Shareholder Meeting (January 2021) on 6ix