Synnex (thailand) Public Co., Ltd. · SET:SYNEX

Synnex (thailand) Public — Opportunity Day (August 2017)

35 slides from Synnex (thailand) Public's conference presentation, Aug 15, 2017

  1. Slide 1: Opportunity Day

    Opportunity Day Date : 15th Aug 2017

  2. Slide 2: Technology Trend & Update 1H2017

    Technology Trend & Update 1H2017

  3. Slide 3: 10 Strategic Technology Trends for 2017

    10 Strategic Technology Trends for 2017 • AI and Advanced Machine Learning • Intelligent Apps • Intelligent Things • Virtual and Augmented Reality • Digital Twin • Blockchain and Distributed Ledgers • Conversational System • Mesh App and Service Architecture • Digital Technology Platforms • Adaptive

  4. Slide 4: AI and Advanced Machine Learning

    AI and Advanced Machine Learning

  5. Slide 5: Virtual and Augmented Reality

    Virtual and Augmented Reality

  6. Slide 6: Virtual and Augmented Reality

    Virtual and Augmented Reality

  7. Slide 7: Intelligent Things & IoT

    = SYNNEX conpact esx ma SUPPORT IVTERACTING : wh CAMERA ANO SHEN }+ es MONtis & BATTERY LIFE Wireless Wireless Open-Close Detector PIR Detector

  8. Slide 8: Worldwide Devices Shipments by Device Type, 2016-2019

    Worldwide Devices Shipments by Device Type, 2016-2019 (Millions of Units) Ultra Mobile Premium Sales to Grow and 18% in 2017 Device Type 2016 2017 2018 2019 Traditional PCs 220 203 195 191 Ultramobiles (Premium) 50 59 72 82 PC Market 270 262 267 272 Ultramobiles (Basic and Utility) 169 160 159 158 C

  9. Slide 9: Worldwide Sales of Smartphones Grew 5%

    Gartner Says Worldwide Sales of Smartphones Grew 5% from 2015 Worldwide Smartphone Sales to End Users by Vendor in 2016 (Thousands of Units) Vendor 2016 Units 2016 Market 2015 Units 2015 Market Share (%) Share (%) Samsung 306,446.60 20.5 320,219.70 22.5 Apple 216,064.00 14.4 225,850.60 15.9 Huawei 1

  10. Slide 10: Worldwide Sales of Smartphones Grew in First Quarter of 2017

    Gartner Says Worldwide Sales of Smartphones Grew 9 Percent in First Quarter of 2017 Worldwide Smartphone Sales to End Users by Vendor in 1Q17 (Thousands of Units) Vendor 1Q17 Units 1Q17 1Q16 Units 1Q16 Market Market Samsung 78,671.40 20.7 81,186.90 23.3 Apple 51,992.50 13.7 51,629.50 14.8 Huawei 34,

  11. Slide 11: Huawei Mate 9

    & SYNNEX Aw Revolutionary speed NX BS Now you won't slow down, thanks to the wry new Kirin 960 processor and intelligent HUAWEI Machine Learning algorithm. This ground- breaking interplay between hardware and software means your Huawei Mate 9 is born fast and stays fast. SP Re KIRIN 960 MACHINE LEAR

  12. Slide 12: HUAWEI P10

    HUAWEI P10 NGINEERED WITH (fdem MAKE EVERY SHOT A COVER SHOT

  13. Slide 13: Samsung Galaxy S8

    Take charge of for your time. rm, ¢ Galaxy $7 edge and Galaxy $7 SAMSUNG Galaxy S8 4G LTE Capable 5.8" (full rectangle) / 5.6" (ro 12MP Dual Pixel Main Camere 8MP Front Facing Camera 1P68 Dust and Water-resistant Iris Scanner Secured by Samsung K 64GB Memory with Suppo 4GB RAM ners) Quad HD+ Super A

  14. Slide 14: Galaxy S8

    <= SYNNEX . Galaxy $8 | $8 20170225 _191827,

  15. Slide 15: Samsung Galaxy Note 8

    <= SYNNEX Samsung Galaxy Note 8 acue 54 "38 7 ou 24% Midnight Black Aretie Silver Orchid Gray or Violet

  16. Slide 16: Brand partners: Cisco, Aruba, HPE, Huawei, TP-Link

    , <2 SYNNEX otfuct]ee = aruba Wg cisco. Enterprise a Hewlett P HUAWEI Enterprise company TP-LINK D-Link fSUS ZyXEL The Reliable Choice Building Networks for People Fa ——+— +

  17. Slide 17: Top Product Categories from Top 20 Revenue Comparison 2016-2015

    2016-2015 Top Product Categories from Top 20 Revenue Comparison • Wireless Network +93.2% Tablet -36.8% • Smartphone +62.5% Desktop PC -24.7 % • Commercial PC +60.7% Network Switch -18.8% • Projector 39.5% DDR Memory -18.3 % • Flash Memory 18.5% • Mainboard -10.5 % Top 20 categories revenue contribu

  18. Slide 18: 1H2017-2016 Top Product Categories from Top 20 Revenue Comparison

    1H2017-2016 Top Product Categories from Top 20 Revenue Comparison • VGA +264% • Wireless Network -30% • Smart Phone +214% • USB Flash Drive -14 % • Tablet +80% • DDR Memory -12% • Commercial PC +34% • Consumer PC -10% • Consumer Notebook 29% • Desktop Harddisk -8 % Top 20 categories revenue contribu

  19. Slide 19: Financial Highlights

    <= SYNNEX Financial Highlights ecooee50o

  20. Slide 20: Financial Highlight

    Financial Highlight Quarter YTD Unit : MB %YOY %YOY Q2/17 Q2/16 1H/17 1H/16 Sales 8,249.92 5,230.77 57.7% 16,421.30 10,492.94 56.5% COGS (7,904.38) (4,977.83) 58.8% (15,723.41) (9,974.15) 57.6% Gross profit 345.54 252.94 36.6% 697.89 518.79 34.5% % GP 4.19% 4.84% -0.6% 4.25% 4.94% -0.7% Other Income

  21. Slide 21: Activities per day (Jun'17)

    Activities per day (Jun’17) Activities (Jun’17) Per Day Average Sales 137.82 Million Baht Average Number of Invoices 1,977 Invoices Average Number of Units Sold 75,648 Units

  22. Slide 22: Net Logistics Cost/Revenue

    Net Logistics 1H/ Cost/ Y2008 Y2011 Y2012 Y2013 Y2014 Y2015 Y2016 2017 Revenue Warehouse 0.62% 0.36% 0.34% 0.68% 0.63% 0.60% 0.58% 0.45% Dispatch 0.52% 0.36% 0.33% Service 0.43% 0.28% 0.26% 0.21% 0.25% 0.26% 0.20% 0.15% Net Logistics 1.60% 1.00% 0.93% 0.89% 0.88% 0.86% 0.78% 0.60% Cost

  23. Slide 23: Financial Summary - Revenue

    Financial Summary - Revenue Unit : (MB) Jan - Jun 2016 vs 2017 : 56.50% 25,000 23,910 20,576 21,515 20,238 19,092 20,000 18,757 16,421 15,600 15,000 13,427 11,489 11,000 10,493 9,025 9,400 10,000 8,910 6,800 4,214 5,000 2,900 2,007 1,550 692 743 985 16 52 105 142 208 391 - Remark: Revenue include pr

  24. Slide 24: Financial Ratio

    Financial Ratio 10,000 25.00% 9,000 20.38% 8,000 20.00% 18.08% 16.96% 7,000 16.15% 6,000 15.00% 5,000 11.47% 11.13% 8.70% 4,000 8.55% 10.00% 8.16% 7.91% 3,000 6.29% 4.79% 2,000 5.00% 1,000 4,932 4,655 5,647 5,486 7,578 9,244 - 0.00% 2012 2013 2014 2015 2016 1H17 Total Asset (MB) ROE ROA

  25. Slide 25: Financial Ratio

    3,500 30 33 31 33 32 35 28 29 Financial Ratio 3,000 2,500 24 30 25 2,000 20 1,500 3,099 15 1,000 1,948 2,093 1,937 10 1,449 1,649 1,360 1,539 500 5 - 0 2011 2012 2013 2014 2015 2016 Jun-16 Jun-17 5,000 55 56 60 49 50 50 49 Inv. Inv. Days 45 50 4,000 41 40 3,000 35 40 3,000 30 31 30 29 4,566 2,500 2,

  26. Slide 26: Dividends and Share Information

    Dividends and Share Information Dividend Policy: Policy of paying a minimum of 40% of net profit after tax, after reserve required by laws and other reserves. 0.60 80% 73% 0.56 68% 65% 70% 0.50 63% 0.53 0.53 60% 57% 60% 54% 0.46 52% 0.40 48% 0.40 46% 50% 0.39 0.36 0.30 0.32 40% 0.30 0.29 0.30 0.27 0

  27. Slide 27: 2H 2017

    <= SYNNEX 2H 2017

  28. Slide 28: Market Leader

    Market Leader Largest Brand Portfolio and Distribution Channels

  29. Slide 29: Consumer Group Device

    Consumer Commercial Group Group Industrial Grade Device Product Group Operating 24/7 in Harsh Environment (-45⁰C to 75⁰C)

  30. Slide 30: Value Added IT Distributor

    Value Added IT Distributor Trusted After-sale Service ✓ 1 Hour Fast Repair ✓ Door to Door Service ✓ Claim Warranties through reseller service points and 73 authorized after service partners countrywide ✓ Online Appointment and Track Repair Status • Pre–Sales Service “Warranties Coverage Nationwide”

  31. Slide 31: Door to Door Service

    ่ สน บริการร ับ-สง ิ ค้าเคลมถึงบ้าน (Door to Door Service) เริม ่ ต้น 50 บาท เริม ่ ต้น 75 บาท

  32. Slide 32: Total Service Solution

    <= SYNNEX ‘Total Sarvjea Solutiors) Synnex Care J &} synnexthailand @synnexthailand €2 www.synnex.co.th Think G23 VJ

  33. Slide 33: Slide 33

  34. Slide 34: Trusted By

    <= SYNNEX ti TRUSTED BY eee . - bere , 3 ‘ oe gents _ SYNNEXG ) PUBLIC COMPANY |

  35. Slide 35: NNEX

    NNEX &T iN he ‘coanas © 2015 Synnex (Thailand) Public Company Limited. SY,

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