8I Holdings Ltd. · ASX:8IH
8I — Shareholder Meeting (September 2018)
37 slides from 8I's shareholder meeting presentation, Sep 25, 2018
Slide 1: 8I Holdings Annual General Meeting Presentation
For personal use only 8I Holdings Annual General Meeting Presentation 25th September 2018, Singapore
Slide 2: Disclaimer
Disclaimer This presentation was prepared exclusively for the benefit and internal use of the recipient and does not carry any rights of reproducing any part of this discussion paper to any party. This presentation is preliminary in nature, and is incomplete without any proper reference For personal
Slide 3: Contents
Contents • 8IH Ecosystem & Corporate Structure For personal use only • FY2018 Key Developments – Corporate Developments – Segmental Developments • FY2018 Financial Update • Strategies for FY2019 and beyond – Corporate Strategy – Financial Education – Financial Asset Management – Financial Technology
Slide 4: The 8IH Ecosystem
The 8IH Ecosystem For personal use only “To create a platform to share value investing knowledge and to inspire lives forward through value investing.” 8I Holdings Limited © Copyright 2018
Slide 5: 8IH Corporate Structure
8IH Corporate Structure For personal use only 8I Holdings Limited © Copyright 2018
Slide 6: FY2018 Key Developments
For personal use only FY2018 Key Developments
Slide 7: FY2018 Key Developments: Corporate Developments
FY2018 Key Developments Corporate Developments: For personal use only • Strategic business model refinement – Transfer of focus into Financial Technology for existing graduate-base from Financial Education – Focus on core competencies and seek out potential synergistic investment opportunities – Res
Slide 8: FY2018 Key Developments: Corporate Developments
FY2018 Key Developments Corporate Developments: For personal use only • Optimised efficiency – Disposal of Hemus Pacific – Asset Injection of 8VIC into DMC • Strategic investments in complementary businesses – Rong Dao – AutoWealth 8I Holdings Limited © Copyright 2018
Slide 9: Key Developments in FY2018: Financial Education
Key Developments in FY2018 Segmental Developments: For personal use only • Financial Education – Geographical expansion into overseas markets – Introduction of new courses – 8VIC o Substantial growth in enrolment especially in Taiwan & Malaysia – 8IH China operations o Cautiously optimistic on the g
Slide 10: Key Developments in FY2018: Financial Asset Management
Key Developments in FY2018 Segmental Developments: For personal use only • Financial Asset Management – Hidden Champions Fund • Balancing and reallocation of portfolio to reduce concentration risk • Multi-counsellor approach to reduce key man risk and instill ownership amongst investment managers –
Slide 11: Key Developments in FY2018: Financial Technology
Key Developments in FY2018 Segmental Developments: For personal use only • Financial Technology – Extensive market research on needs of graduates as groundwork for the development of smart investing technology platform – Leverage technology for development of proprietary investing analytic tool – We
Slide 12: Segmental Update: Financial Education
For personal use only Segmental Update Financial Educa2on
Slide 13: Financial Education – 8VIC Global Pte Ltd
Financial Education – 8VIC Global Pte Ltd Through the brand, “Value Investing College”, 8VIC Global is the leading financial education provider in Singapore and Malaysia with offices in Singapore, Malaysia, Thailand and Taiwan, For personal use only supporting a community of over 12,000 value-invest
Slide 14: Financial Education Grooming Knowledge Champions
Financial Education Grooming Knowledge Champions Value Investing Bootcamp Enrolment (Cumulative) For personal use only 14000 11682 12000 10000 9271 8000 6000 5101 4000 3191 2276 1675 2000 1191 0 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 Options Mastery Programme Enrolment (Cumulative) 600 516
Slide 15: Financial Education – 8VIC Global
Financial Education – 8VIC Global 8VIC Global Revenue & Profit Profit For personal use only 14 .00 12.53 12.04 12 .00 10.50 10 .00 8.0 0 Millions 6.98 6.90 6.0 0 4.20 4.0 0 3.50 2.73 2.14 2.30 2.0 0 0.69 0.55 0.33 0.0 0 FY 20 14 FY 20 15 FY 20 16 FY 20 17 FY 20 18 * R eve nu e Pro fi t/ (L oss) *Note
Slide 16: 8IH China Programmes
8IH China Programmes For personal use only Fundamental Value Investing - Intermediate Value Inves;ng - Advanced Value Investing - 8I Holdings Limited © Copyright 2018
Slide 17: 8IH China – Progress & Development
8IH China – Progress & Development • Headquarters in Shanghai For personal use only • Location of programmes conducted in FY2018: – Shanghai – Zhengzhou – Wuhan – Zhengdin – Binzhou Zhengdin * – Jinan Binzhou * Jinan * Zhengzhou * Shanghai * Wuhan * • No. of programmes conducted in FY2018: – 9 x (Fu
Slide 18: 8IH China – Programme Growth
8IH China – Programme Growth personal use only Fundamental to Advanced Value Investing Programme 10 00 Graduates (Cumulative No.) 80 0 60 0 40 0 For 20 0 0 Apr-1 7 . . . . . . . . . . . M ar-18 8I Holdings Limited © Copyright 2018
Slide 19: Segmental Update: Financial Asset Management
For personal use only Segmental Update Financial Asset Management
Slide 20: Financial Asset Management – Hidden Champions Fund
Financial Asset Management – Hidden Champions Fund • Comparative performance of the Hidden Champions Fund against EAHFI For personal use only Period HCF EAHFI Sep-15 to 16.8% 21.89% 31-Mar-18 Period HCF EAHFI Apr-17 to 31-Mar-18 -4.491% 12.385% 8I Holdings Limited © Copyright 2018
Slide 21: Financial Asset Management
Financial Asset Management • Private market investments For personal use only - Realigned investment strategy to focus on core competencies - Continued to support investees in building up the business value and to seek out potential investment opportunities with external investors - Focus on core co
Slide 22: Segmental Update: Financial Technology
For personal use only Segmental Update Financial Technology
Slide 23: WealthPark
WealthPark For personal use only WealthPark: The Smart Investing Technology Platform ü Smarter ü Faster ü Easier 8I Holdings Limited © Copyright 2018
Slide 24: WealthPark Features
WealthPark Features For personal use only Retirement VIC Graduate Calculator and Network Resources VIC Graduate VIC Graduate Investment Profile – Post Event Online Learning Monthly Case Tutorials (Free) Studies (Free) (Free) Support (Free) Business Types of Stock: Corporate Action Confidence Score:
Slide 25: WealthPark
WealthPark • WealthPark covers 24 exchanges worldwide For personal use only 8I Holdings Limited © Copyright 2018
Slide 26: WealthPark Subscription Layers
WealthPark Subscription Layers For personal use only Free BASIC VALUE ULTIMATE News Dashboard ✔ ✔ ✔ ✔ News News Subscription ✔ ✔ ✔ ✔ Retirement Calculator ✔ ✔ ✔ ✔ Utilities Investor Profile ✔ ✔ ✔ ✔ Watchlist 50 100 500 1000 Invest Screener ✔ ✔ ✔ ✔ Quote ✔ ✔ ✔ ✔ Company Info ✔ ✔ ✔ ✔ Key Ratios ✔ ✔ ✔
Slide 27: FY2018 Financial Update
For personal use only FY2018 Financial Update
Slide 28: Our Financials
Our Financials Strong Balance Sheet For personal use only Historical Revenue & Net Profit/(Loss) (S$’Million) 70 60 50 40 30 20 10 0 -10 20 12 * 20 13 * 20 14 * 20 15 20 16 20 17 20 18 R eve nu e & n I ve stme nt inco me 1.4 2.4 7.1 10 .7 20 .6 28 .9 21 .5 Net P rofit/(Lo ss) 0.1 0.7 3.2 5 17 .6 11
Slide 29: Strategies For FY2019 and Beyond
For personal use only Strategies For FY2019 and Beyond
Slide 30: Strategies for FY2019 and beyond
Strategies for FY2019 and beyond • Our focus for FY2019 and beyond (next 3 years) For personal use only Corporate Strategy: – Building the business and ecosystem for scalability – Focus on growing recurring cashflow 8I Holdings Limited © Copyright 2018
Slide 31: Strategies for FY2019 and beyond
Strategies for FY2019 and beyond Financial Education: For personal use only – Focused growth markets for Education (8VIC) – 8IH China expansion to major cities Financial Asset Management: – Build up on value of investees • Continued support and advisory towards existing investees • Focus on investme
Slide 32: Strategies for FY2019 and beyond
Strategies for FY2019 and beyond Financial Technology: For personal use only – Advanced development of WealthPark – Potential: • Complementary & ancillary services • Digital Wealth management, Robo-advisory 8I Holdings Limited © Copyright 2018
Slide 33: Summary
For personal use only Summary
Slide 34: Summary
Summary FY2018 FY2019 and beyond Corporate level • Strategic business model refinement • Expand ecosystem through For personal use only • Reduced key-man risk partnership & acquisitions • Optimise efficiency • Strategic investments in complementary businesses Segmental Financial Education • Geograph
Slide 35: Q&A
For personal use only Q&A
Slide 36: Official Contact
Official Contact For personal use only For more informa<on, contact: Investor Rela<ons Team Email: info@8iholdings.com Tel: +65 6801 4500 ext.116 Thank You 8I Holdings Limited © Copyright 2018
Slide 37: Thank You
For personal use only Thank You