Nova Technology Corp · TPEX:6613
Nova Technology — Institutional Investor Conference (August 2021)
16 slides from Nova Technology's conference presentation, Aug 13, 2021
Slide 1: Nova Technology Corp.
朋億股份有限公司 NOVA TECHNOLOGY CORP. The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code：6613 Contact information: Tel: 0905966613 Email: ir@Novatech.com.tw
Slide 2: Disclaimer
Disclaimer This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will exceed ours.
Slide 3: Summary Outline
Summary Outline 1 Company Introduction 2 Operations Overview 3 Future Prospects 3
Slide 4: Company Introduction-Basic Information
Company Introduction-Basic Information Chairman Chin-Li Liang President David Ma Establishment Date June 13, 1997 TPEx-listed Date December 28, 2017 NTD$339,280,000 Capital Amount (Paid-in capital till end of March, 2021) 10F-1, No.76, Sec. 2, Jiafeng S. Rd., Address Zhubei City, Hsinchu County No.
Slide 5: Company Introduction-Basic Information
Company Introduction-Basic Information Revenue % Revenue % in 2020 in 2021H1 Suzhou Winmax Technology Corp. 7% Founded in 2016 Capital: US$1,000 K Winmax Technology Corp. 46% Founded in 2004 Capital: US$4,890 K NOVA Technology Corp., 43% － Rayzher Industrial Co., Ltd. Founded in 2007 Capital: NTD$21
Slide 6: Company Introduction- Main Products
Company Introduction- Main Products A B C D E High purity Special gas Wet Process Waste stripper and Green energy & chemical supply and supply system equipment waste solvents Environmental protection dispensing system recycle system System Integrated A/B/C D/E High-Tech Process High-Tech Process Env
Slide 7: Operations Overview- Sales Analysis: Total Revenue vs. Revenue from China area
Operations Overview- Sales Analysis Total Revenue vs. Revenue from China area 2018 2019 2020 2021 H1 Others 40% China China 60% 75.4% China 80.0% China 77.2% China Others China Others China Others China Others Taiwan 36.3% Advertise 7
Slide 8: Operations Overview- Main Customers (Semiconductor Industry)
Operations Overview- Main Customers (Semiconductor Industry ) (Unit: NT$ thousand) 2019 2021H1 2020 2018 2017 3,533,636 2,528,282 1,925,535 3,125,591 Revenue % YOY YOY 13% -28% 8
Slide 9: Operations Overview- Main Customers (Green energy and electro-optical industry)
Operations Overview-Main Customers (Green energy and electro-optical industry) (Unit: NT$ thousand) 2018 2020 2021H1 2019 Revenue 1,480,762 954,760 303,556 544,544 % YOY YOY -63% 75% 9
Slide 10: Operations Overview- Financial information
Operations Overview- Financial information NT$ thousand 2020 Q2 2021 Q2 Net Operating Revenue 1,139,802 1,648,303 Operating Expense 101,741 140,195 Income after Income Tax 145,733 166,820 EPS(NT$) 4.29 4.43 Gross Profit Margin 28.07% 23.45% Operating Profit Margin 19.15% 14.95% Net Margin 12.79% 10.
Slide 11: Operations Overview- Financial information
Operations Overview- Financial information NT$ thousand 2020 H1 2021 H1 Net Operating Revenue 2,081,706 2,434,132 Operating Expense 177,550 232,340 Income after Income Tax 237,633 231,491 EPS 7.00 6.34 Gross Profit Margin 23.37% 22.88% Operating Profit Margin 14.84% 13.33% Net Margin 11.42% 9.51% De
Slide 12: Worldwide will have started construction on fabs by the end of 2021
Worldwide will have started construction on 19 fabs by the end of 2021 Semiconductor manufacturers worldwide will have started construction on 19 new high-volume fabs by the end of this year and break ground on another 10 in 2022 to meet accelerating demand for chips across a wide range of markets
Slide 13: Semiconductor Equipment worldwide spending will reach a record high in 2022
Semiconductor Equipment worldwide spending will reach a record high in 2022 The International Semiconductor Industry Association (SEMI) analyzes that data centers, high-performance computing, and artificial intelligence applications will drive industrial development in 2021. The sales of global se
Slide 14: Semiconductor Equipment worldwide spending will reach a record high in 2022
Semiconductor Equipment worldwide spending will reach a record high in 2022 14
Slide 15: Operations Overview- TSMC's capex
Operations Overview- TSMC’s capex TSMC’s capex plan ： Data Source：KGI Investment Advisory (2021/4) 15
Slide 16: The Expert of manufacturing for facility equipment
The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code：6613
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