8I Holdings Ltd. · ASX:8IH
8I — Shareholder Meeting (September 2024)
10 slides from 8I's shareholder meeting presentation, Sep 30, 2024
Slide 1: 8I Holdings Limited FY2024 Annual General Meeting
For personal use only 8I HOLDINGS LIMITED FY2024 ANNUAL GENERAL MEETING 30 September 2024, 9:00AM SST
Slide 2: Content
For personal use only FY2024 Key Corporate Developments FY2024 Financial Performance Investment Portfolio Content Market & Economic Conditions Moving Forward – Strategic Emphasis Question and Answer Corporate Finance Investment Market Strategy Q&A FY2024 ANNUAL GENERAL MEETING
Slide 3: FY2024 Key Corporate Developments
For personal use only FY2024 Key Corporate Developments On November 8, 2023, 8IH completed a significant corporate action involving a capital reduction and the distribution of CHESS Depository Interests (CDIs) in 8VI Holdings Limited (8VI) to its shareholders. The divestment of all operational busin
Slide 4: FY2024 Financial Performance
FY2024 Financial Performance Income Statement FY2024 FY2023 Investment gains/(losses) S$707,399 (S$1,839,664) For personal use only Profit/(loss) from continuing operation S$92,403 (S$3,633,211) Loss from discontinued operation (S$3,049,327) (S$13,642,387) The divestment of 8VI operation allows 8IH
Slide 5: Investment Portfolio
Investment Portfolio FY2014 5% FY2024 For personal use only Mark-to-market gain S$628,045 36% 46% Dividend income S$79,354 S$11.8m Forex gain S$151,474 Interest income S$226,106 13% Total S$1,084,977 (10.1% return) ETF Stock Cash Unquoted investment The portfolio strategy emphasizes a balanced appro
Slide 6: Market & Economic Conditions: APAC Markets Overview
Market & Economic Conditions APAC Markets Overview For personal use only Mixed Performance: The APAC equity markets have experienced a mixed performance in 2024. • China: Struggled with slower-than-expected post-COVID recovery, leading to increased market volatility. • Japan: Outperformed most of th
Slide 7: Market & Economic Conditions: US Markets Overview
Market & Economic Conditions US Markets Overview For personal use only Resilience amid Volatility: The US equity market has shown resilience despite ongoing inflation concerns and tightening monetary policies by the Federal Reserve. • Technology Sector: Remained a key driver of growth, particularly
Slide 8: Moving Forward – Strategic Emphasis
Moving Forward – Strategic Emphasis 1. Focus on Quoted Equity & Bonds For personal use only • Equity: Prioritize high-quality quoted equities in resilient sectors like technology, healthcare, and consumer staples. • Bonds: Selectively allocate to high-yield corporate bonds and government securities
Slide 9: Moving Forward – Strategic Emphasis
Moving Forward – Strategic Emphasis 3. Risk Management For personal use only • Forex Risk: Implement hedging strategies to mitigate currency fluctuations, particularly USD, AUD, and APAC currencies. • Diversification: Continue geographic and sector diversification to manage market risks and enhance
Slide 10: Question & Answer
For personal use only Question & Answer Corporate Finance Investment Market Strategy Q&A FY2024 ANNUAL GENERAL MEETING