Grandtech C.g. Systems, Inc. · TPEX:6123

Grandtech C.g. Systems — Non-Deal Roadshow (June 2002)

19 slides from Grandtech C.g. Systems's roadshow presentation, Jun 6, 2002

  1. Slide 1: GrandTech: The Best Value-Added Service Network in Asia

    GrandTech The Best Value-Added Service Network in Asia Frankie Hsu CEO, GrandTech

  2. Slide 2: The company

    The company ¾ Founded in 1991 as Valued Added Distributor ¾ Focused upon computer graphics, multimedia & wireless communication ¾ Business – ‰ Carries Adobe, Macromedia, Autodesk, Quark, Wacom, Avision … ‰ CCK Localization service & publishing ‰ Acting as Handspring Asia, to perform marketing / veri

  3. Slide 3: The company (cont.)

    The company (cont.) ¾ Asia wide coverage ‰ HQ in Taipei ‰ Full subsidiaries in HK, Singapore, Malaysia, China(BJ/GZ/SH) & Korea ¾ Leading software distribution and book publishing of Graphic and Design industry in Greater China ¾ Leading value-added service provider in Asia ¾ Employees more than 200

  4. Slide 4: Board Structure

    Board Structure ¾ Frankie Hsu: Chairman of the board ¾ Ken Tai: Board director ¾ L.D. Lu: Board director for Acer ¾ Peter Hong: Board director ¾ Augustine Lo: Board director ¾ Joan Lin: Supervisor ¾ Philip Peng: Supervisor for Acer ¾ Herbert Chang: Supervisor

  5. Slide 5: Group structure

    Group structure GrandTech Group CEO CEO Office GrandTech GrandTech GrandTech PacRim GrandTech Taiwan ASEAN Korea (GT HK) China Jun,2001 Oct,1999 May,1999 GrandTech GrandTech GrandTech GrandTech GrandTech GrandTech GrandTech GrandTech GrandTech Malaysia Singapore Indonesia Thailand Phillipine GuangZh

  6. Slide 6: omeeny BRD, |

    10-30% +-10-40%—+ _ .« 5-8% > omeeny BRD, | ‘330° —t =—

  7. Slide 7: Business Model

    Business Model ¾ Asia wide business platform for innovative products and partners ¾ Provide alternative solution to penetrate emerging, fast growing & complicated Asia market ¾ Vendor in Asia with distribution capacity ‰PR, Marketing, Channel & developer relationship management, solution integration

  8. Slide 8: 2002/1Q results

    2002/1Q - 2002/1Q 2001/1Q 2001/4Q ( ) EPS ROE 3.114

  9. Slide 9: 2002/1Q highlights

    2002/1Q - ¾ : ‰ (YoY) 16.34%, Treo , QoQ 23% ¾ : ‰ 29.97%, , ¾ : ‰ 1Q 292,156 , 9,900 , 4Q 4,055

  10. Slide 10: EPS ROE

    2002 - ( ) 2001 2002 2002/1Q 2002/2Q 2002/3Q 2002/4Q ( ) EPS ROE 3.114 ;2002 3.9955

  11. Slide 11: 2002 outlook

    2002 -

  12. Slide 12: 2002/2Q

    ' GO ESR Z2002/2Q rye

  13. Slide 13: 2002/2Q revenue (Q)

    2002/2Q - (Q) 400,000 80.00% 350,000 60.00% 300,000 40.00% 250,000 20.00% 200,000 0.00% 150,000 -20.00% 100,000 -40.00% 50,000 0 -60.00% 90/1Q 90/2Q 90/3Q 90/4Q 91/1Q 91/2Q( ) 243,146 265,579 162,085 164,695 203,427 342,507 -2.36% 9.23% -38.97% 1.61% 23.52% 68.37%

  14. Slide 14: GEBER

    GEBER 2002 - > athe iwWw.grandtech.com.

  15. Slide 15: 2002/2Q revenue (Q)

    2002/2Q - (Q) 700,000 100.00% 80.00% 600,000 60.00% 500,000 40.00% 400,000 20.00% 300,000 0.00% 200,000 -20.00% 100,000 -40.00% 0 -60.00% 90/1Q 90/2Q 90/3Q 90/4Q 91/1Q 91/2Q( ) 388,362 583,131 324,249 268,432 292,156 513,892 19.58% 50.15% -44.40% -17.21% 8.84% 75.90%

  16. Slide 16: 2002/1-5 revenue breakdown

    2002/1-5 - • 60% • ( PDA) 30% 3.58% 9.27% • 10%( , 21.55% ) 43.31% 2.67% 36.08% 54.65% 28.89%

  17. Slide 17: 2002/2Q Taiwan & Consolidate

    2002/2Q Taiwan & Consolidate Taiwan only Consolidate ¾ April: NT105M NT124M ¾ May: NT130M NT182M ¾ Growth: 23.8% MoM 46.8% MoM ¾ June: double digits MoM growth

  18. Slide 18: Track record in the past 5 years

    Track record in the past 5 years ¾ 6.6 times revenue growth (CAGR 60%) ¾ 20.4 times net profit growth (CAGR 113%) ¾ EPS bigger than 2.5 ¾ ROE bigger than17%

  19. Slide 19: Target

    Target ¾ Leading marketing platform & best business partner in Asia ¾ Leading graphic software provider in Asia ¾ Leading data communication decide & solution provide in Asia ¾ Long term growth commitment ‰40%+ revenue growth ‰50%+ Profit growth ‰15%+ ROE

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