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
Slide 1: GrandTech: The Best Value-Added Service Network in Asia
GrandTech The Best Value-Added Service Network in Asia Frankie Hsu CEO, GrandTech
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
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
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
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
Slide 6: omeeny BRD, |
10-30% +-10-40%—+ _ .« 5-8% > omeeny BRD, | ‘330° —t =—
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
Slide 8: 2002/1Q results
2002/1Q - 2002/1Q 2001/1Q 2001/4Q ( ) EPS ROE 3.114
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
Slide 10: EPS ROE
2002 - ( ) 2001 2002 2002/1Q 2002/2Q 2002/3Q 2002/4Q ( ) EPS ROE 3.114 ;2002 3.9955
Slide 11: 2002 outlook
2002 -
Slide 12: 2002/2Q
' GO ESR Z2002/2Q rye
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%
Slide 14: GEBER
GEBER 2002 - > athe iwWw.grandtech.com.
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%
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%
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
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%
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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