Powell Max Limited · NASDAQ:PMAX

Powell Max — IPO Roadshow (August 2024)

38 slides from Powell Max's IPO roadshow presentation, Aug 1, 2024

  1. Slide 1: Investor Presentation

    See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss. N as d a q : P MA X Investor P rese n tat io n J u l y 3 1 , 202 4

  2. Slide 2: Presentation notice and forward-looking statements

    This presentation pertains to the proposed public offering of Class A ordinary shares (“Ordinary Shares”) of POWELL MAX LIMITED (the “Company”), an exempted company incorporated under the laws of the British Virgin Islands, which are being registered in the registration statement (“Registration Stat

  3. Slide 3: Free Writing Prospectus Statements

    This free writing prospectus relates to the proposed initial public offering of the Class A Ordinary Shares, par value US $ 0 . 0001 per share, of Powell Max Limited, which are being registered on the Registration Statement and should be read together with the preliminary prospectus included in the

  4. Slide 4: Content

    Content 1) Offering Summary 2) Company Overview 3) Business Model 4) Industry Overview 5) Competitive Strengths 6) Financial Highlights 7) Future Strategies 8) Use of Proceeds I n v e s t o r Pr e s en t a t io n 2024 04 See offering documents for further risks and disclosures. There is no guarantee

  5. Slide 5: Offering Summary

    01 Offe r in g S umm a r y I s s u er P o w e l l M a x Li m i t e d N u m b e r o f s h are s ou t s t a ndin g b e f o r e t hi s o ff er in g ( N o t e 1 ) 14 , 747 , 85 6 Or dina r y S ha r e s , in c lu d i n g : 12,747,856 Class A Ordinary Shares and 2,000,000 Class B Ordinary Shares Number of

  6. Slide 6: Company Overview

    02 Company Overview I n v e s t o r Pr e s en t a t io n 2024 06 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  7. Slide 7: Company Profile

    C o m p a n y Profile services that support W e engage i n the pr o v i sion of financial communications capital ma r ket c omplia n ce and tra n saction needs for corporate clients and their advisors in Hong Kong. financial printing I n v e s t o r Pr e s en t a t io n 2024 07 See offering document

  8. Slide 8: Our Customers

    Ou r C ustome r s Our cl i en t s c o n s ist of do m e s tic and in t er n at i on a l c om pa n ies li s ted o n the St o ck E x c h a n ge o f Hong Ko n g (t h e “HK Sto c k Exc h a n g e ”) th a t ar e s u b j e c t to the fi l i n g requirements under The Rules Governing an d r e p o rt i n g t

  9. Slide 9: Corporate Structure

    C o r po r at e St r uctu r e 100% J A N F i n a n c i a l P res s L i m i te d (Incorporated in Hong Kong) P ow e l l M a x L i m ite d (Incorporated in the British Virgin Islands) I n v e s t o r Pr e s en t a t io n 2024 0 9 See offering documents for further risks and disclosures. There is no gu

  10. Slide 10: Business Model

    03 Business Model I n v e s t o r Pr e s en t a t io n 2024 10 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  11. Slide 11: Corporate financial communications and IPO financial printing services

    C o r po r a t e fi n a n c i a l c o mm un i ca ti on s services are the combination of financial printing services, publication and distribution of financial communications materials and corporate reporting services . I P O fi n a n c i a l p ri n ti n g se r v i ce s Our financial communications

  12. Slide 12: Our Process

    Ou r P r o ces s Set out below is a flow chart summarizing the usual workflow of our corporate financial communications services and IPO financial printing services business. I n v e s t o r Pr e s en t a t io n 2024 12 See offering documents for further risks and disclosures. There is no guarantee

  13. Slide 13: Quotation and pitching; production

    Quotation and pitching As we do not enter into long - term agreements with our customers, we issue standard quotations to customers upon their request prior to the provision of our services . Upon receipt of a customer’s request for quotation, we will discuss the scope of our financial communication

  14. Slide 14: Industry Overview

    04 I ndu s t r y Ove r vie w I n v e s t o r Pr e s en t a t io n 2024 14 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  15. Slide 15: Industry and Market Data

    I ndu s t r y a n d Ma r ke t D a t a This presentation includes statistical and other industry and market data that we obtained from industry publications and research, surveys, and studies conducted by third parties, as well as estimates by our management based on such data . None of these third p

  16. Slide 16: Industry and Market: World Equity Market Capitalisation

    According to the World Federation of Exchanges, the world’s equity market capitalization stood at US$111tn in 2023, representing an increase of 10.25% year - on - year (y - o - y) (2022: US$101tn) . Market size of the global equity markets 17% 19% 13% - 16% 25.00% 20.00% 140000000 120000000 10000000

  17. Slide 17: Number of Listed Companies and y-o-y Change

    I ndu s t r y an d M a r k et The number of listed companies in the world decreased from 58,927 in 2022 to 54,590 in 2023 , representing a decrease of 6.7% y - o - y . The decrease in number of listed companies is primarily due to the impending global economic slowdown. Market size of the global equ

  18. Slide 18: Market size of the equity market in Hong Kong

    Industry Overview (Source: World Federation of Exchanges) M arke t s iz e o f t h e e qu i t y m arke t i n Hon g Kon g T h e m a rk e t c api t ali z a t io n o f the equ i t y m a rk e t i n H on g K on g rec o r d e d $3 . 9 t n i n 2023 , r ep r e s en t i n g app r o x i m a te l y 3 . 51 % o f

  19. Slide 19: Competitive Strengths

    05 Competitive Strengths I n v e s t o r Pr e s en t a t io n 2024 19 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  20. Slide 20: Our Competitive Strengths

    Ou r Comp e t i t iv e S tr e ngth s W e h av e s tron g c l i e n t relationship s an d cus t o m e r s e r v i c e . W e h av e dee p do m a i n e x perti se . W e h av e an experienced m anage m en t t ea m . I n v e s t o r Pr e s en t a t io n 2024 20 See offering documents for further risks an

  21. Slide 21: Strong Client Relationships and Customer Service

    St r on g Cli e n t Relationships a n d Cu s tom e r Service We believe we have strong brand recognition and that our clients associate our brand with quality and client - focused and reliable customer service. In addition, we believe that we are a valued service provider among leading companies, ha

  22. Slide 22: Deep Domain Expertise

    D ee p D o ma i n Expertise O u r t ea m ha s dee p expe ri enc e i n t h e under st andi n g o f f inancia l p r i n t i n g , the finan c ia l reportin g proces s an d t h e relate d aspec t s o f the rapidl y chang i n g regulator y require m ent s an d expertis e i n the creatio n an d distribut

  23. Slide 23: Experienced Management Team

    Mr. Chun Ho Lam Chief Financial Officer • Over 15 years of experience in the related fields of finance, auditing and accounting. • A fellow member of the Hong Kong Institute of Certified Public Accountants. • Holds Bachelor of Business Administration with major in Accounting from the Hong Kong Bapti

  24. Slide 24: Independent Director Appointees

    Mr. Chun Kin Norman Hui Independent Director Appointee, Chair of Compensation Committee and Nominating and Corporate Governance Committee • Over 20 years of experience in corporate finance, mergers and acquisitions and other corporate transactions. • Admitted as a solicitor and barrister in New Sout

  25. Slide 25: Financial Highlights

    06 Financial Highlights I n v e s t o r Pr e s en t a t io n 2024 25 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  26. Slide 26: Financial Highlights

    Fin a n c i a l H i gh li ght s Years ended December 31 (Audited) US$ 2023 HK$ US$ 2022 HK$ 6,288,884 49,121,839 4,841,738 37,772,821 Revenue 3,057,653 23,883,018 1,993,865 15,555,141 Gross profit 906,329 7,079,243 (12,639) (98,603) (Loss)/Profit for the year As of December 31 (Audited) 2023 2022 US

  27. Slide 27: Revenue

    1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,00,0000 7 , 00 , 000 0 2022 US$ 8,00,0000 2023 Revenue Revenue increase by 30.0% y - o - y to US$6,288,884 Years ended December 31 Revenue from corporate financial communications services accounted for 90 . 9 % and 79 . 7 % of our total revenue for

  28. Slide 28: Gross Profit and Profit for the Year

    1,000,000 2 , 000 , 00 0 2,500,000 3 , 000 , 00 0 + 53.5% Y - o - Y 2022 2023 200,000 1,500,000 400,000 600,000 800,000 US$ 1,000,000 2022 2023 Gross Profit Gross profit increase by 53.5% y - o - y to US$3,057,653 (Loss)/Profit for the Year Net profit increase to HK$7,079,243 (US$906,329) from net l

  29. Slide 29: Historical Highlights: Profit and Loss

    H i s to r i ca l H i gh li ght s Years ended December 31 (Audited) Selected Profit and Loss Items: 2022 2023 US$ HK$ HK$ Revenue 6,288,884 49,121,839 37,772,821 (3,231,231) (25,238,821) (22,217,680) Cost of sales 3,057,653 23,883,018 15,555,141 Gross profit 6,928 54,116 1,851,815 Other income (1,50

  30. Slide 30: Historical Highlights: Balance Sheet

    H i s to r i ca l H i gh li ght s As of December 31 (Audited) Selected Balance Sheet Items: 2023 2022 US$ HK$ HK$ ASSETS 745,014 745,014 1,729,639 468,603 2,198,242 2,943,256 5,819,230 10,547,798 Non - current assets Property, plant and equipment Total non - current assets 5,819,230 10,547,798 Curre

  31. Slide 31: Historical Highlights: Balance Sheet (cont'd)

    H i s to r i ca l H i gh li ght s As of December 31 (Audited) Selected Balance Sheet Items: 2023 2022 US$ HK$ HK$ LIABILITIES AND EQUITY (con’d) 19,204 143,721 162,925 4,903,717 49,930 (2,007,544) (2,847) (1,960,461) 2,943,256 150,000 150,000 Non - current liabilities Trade and other payables Lease

  32. Slide 32: Future Strategies

    07 Futu r e S t r ateg i e s I n v e s t o r Pr e s en t a t io n 2024 32 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  33. Slide 33: Future Strategies

    Fo c u s o n G r ow t h a n d E x p a n s i o n i n t o N e w M arket s E ffective l y M a n a g e H i gh l y V ar i a b l e Co s t S tr u ct u r e Pu r s u e S e l ect i v e S t r a t e g i c In vest m e n ts , R elati on s h i p s a n d A c qu isiti o n Oppo rt un iti e s A dop t D i sc i p li n e

  34. Slide 34: Focus on Growth and Expansion into New Markets

    Focus on Growth and Expansion into New Markets We expect that the demand for financial communications services will be trending in the United States. We plan to tap into the growth of the U.S. equity markets by expanding our business into the United States, such as providing services to assist custo

  35. Slide 35: Cost Structure and Capital Allocation

    We expect to utilize the proceeds of this offering to reduce such debts and adopt a disciplined approach to capital allocation which will allow us to drive growth while also strengthening our balance sheet through debt reduction. We intend to continue focusing management’s efforts on managing these

  36. Slide 36: Use of Proceeds

    08 Use of Proceeds I n v e s t o r Pr e s en t a t io n 2024 36 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss.

  37. Slide 37: Use of Proceeds

    an d acqu i s i t i on s i n the f u t u r e (Note) . 15% for the r e g i s t r a ti on an d operatio n o f our oversea s b u s i n e ss entities , branches an d office s i n th e U . S . ; and 57% for supplementing ou r operatin g cash fl o w an d g e n e r a l co r po r a t e use ; 13% for repay m

  38. Slide 38: Thank you

    Th a n k y o u See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a risk of loss. Underwriter Contact: WallachBeth Capital LLC Harborside Financial Center Plaza 5, 185 Hudso

Powell Max — IPO Roadshow (August 2024) on 6ix