Yoma Strategic Holdings Ltd. · SGX:Z59
Yoma Strategic — Shareholder Meeting (July 2012)
18 slides from Yoma Strategic's shareholder meeting presentation, Jul 25, 2012
Slide 1: Inroads to Golden Opportunities
Yoma Strategic Holdings Ltd. Shareholders Presentation for Annual General Meeting 25 July 2012 INROADS TO GOLDEN OPPORTUNITIES
Slide 2: Agenda
Agenda Briefing to Shareholders o Business Environment in Myanmar o Business Update o Star City o FY12 Financial Highlights o New Business Opportunities Questions and Answers 2
Slide 3: Business Environment in Myanmar
Business Environment in Myanmar
Slide 4: Political and Economic Developments
Political and Economic Developments Appointment of Derek Mitchell as the first US Ambassador to Myanmar since 1990 on 5 July 2012 Aung San Suu Kyi takes her seat in the Parliament on 10 July 2012 Progress of peace agreements with the ethnic minorities New Foreign Investment Law in the pipeli
Slide 5: YOMA Business Update
YOMA Business Update
Slide 6: Real Estate
Real Estate Pun Hlaing Golf Estate – Land Development Rights 46 plots sold in FY2012 vs 17 in FY 2011 – Ivory Court Residences FMI City 11 units sold in FY2012 vs 3 in – Land Development Rights FY2011 154 plots sold in FY2012 vs 18 – Lakeview Apartments plots in FY 2011 36 units sold in
Slide 7: Agriculture
Agriculture Owns economic rights to the 100,000 acres agricultural land in the Ayerwaddy Division in Myanmar – the Maw Tin Estate Jatropha Curcas Main crop planted on the agricultural land Planted approx. 2,000 acres Black Pepper Already started planting 500 acres with plans to increase Other
Slide 8: Automobile Dealership
Automobile Dealership Exclusive dealership to import Dongfeng Light Trucks from China Setting up facilities in Myanmar to support the sales, spare parts & after-sales service Accelerating plan to implement future assembly and potentially manufacturing of trucks in Myanmar 8
Slide 9: Star City
Star City el
Slide 10: Star City
Star City Successfully acquired 70% economic interest of Star City on 1 June 2012 Located in Thanlyin Township, approx. 6 miles south-east of downtown Yangon Approx. 135 acres of development area to comprise > 9,000 units of apartments and houses, shopping and commercial areas, targeted at middl
Slide 11: Sales update of Star City
Sales update of Star City Building (1) and (2) that are not part of the acquisition - fully sold Building (3) launched on 21 April 2012 o 13 floors with a total of 264 apartment units As of 29 June 2012, >70% apartments of Building (3) sold o 185 apartments sold and 52 apartments reserved for
Slide 12: FY12 Financial Highlights
FY12 Financial Highlights
Slide 13: Financial Summary
Financial Summary S$ ‘m 45 Revenue increased by 249.6% to 39.2 S$39.2 m as a result of significant 40 222 plots of LDRs increase in sales of housing and were sold in FY2012 35 LDRs > 35 plots in FY2011 30 Gross profit increased by 347.7% to 25 S$11.7m 20 Net profit attributable to 15 sharehold
Slide 14: Segmental Breakdown
Segmental Breakdown FY2012 Construction related services* Automobile 4.27% Dealership 2.44% Agriculture 0.11% FY2011 Construction related services* 8.18% Agriculture 0.56% Sales of housing and Sales of LDR housing and LDR 94.16% 91.25% *Construction related services refers to the Design and Project
Slide 15: Real Estate
Real Estate Total revenue recognized in FY2012 for land and property sales in FMI City and Pun Hlaing Golf Estate was S$36.9m vs S$10.2m in FY 2011 However, additional sales revenue of S$17.4m was made in FY2012 but has not yet been recognized in FY2012 and will be recognised on percentage of co
Slide 16: Oversubscription of Rights Issue
Oversubscription of Rights Issue Renounceable non-underwritten 4-for-5 rights issue : 422.1 million rights shares at S$0.24 Subscription of 606.5 million rights shares represents over-subscription of 43.7% (approx. 203.9 million in excess applications) Rights shares listed and quoted on the SG
Slide 17: YOMA New Business Opportunities
YOMA New Business Opportunities
Slide 18: Questions and Answers
Questions and Answers Thank you
Yoma Strategic Holdings — Shareholder Meeting (July 2012) on 6ix