Lvmc Holdings Co. Ltd. · KRX:900140
Lvmc — Investor Presentation (July 2019)
15 slides from Lvmc's investor presentation, July 2019
Slide 1: LVMC Holdings IR Presentation 2019
LVMC HOLDINGS IR PRESENTATION 2019
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared for informational purposes only and does not constitute an offering or sale of any securities in the South Korea, United States, or any other jurisdiction nor should it or any part of it form the basis of, or be relied upon in any connection with, any c
Slide 3: ASEAN – Last Land of Opportunity
ASEAN – Last Land of Opportunity Stable economic growth plus market of 4 million cumulative units by the end of 2019 due to automobile industry development initiatives of various governments A market with New Opportunities amidst slowing pace of global economic growth ASEAN Economic Growth Outlook A
Slide 4: Laos, Vietnam, Myanmar, Cambodia – Continued Growth Outlook
ASEAN – Last Land of Opportunity Laos, Vietnam, Myanmar, Cambodia – Continued Growth Outlook ASEAN Population (2018) ASEAN GDP Growth Outlook (2018~2022E) [Unit : Million] 264 7.1% 7.4% 7.2% 6.2% 6.4% 5.4% 4.9% 94 106 3.6% 53 67 16 32 7 Laos Vietnam Myanmar Cambodia Philippines Indonesia Malaysia Th
Slide 5: ASEAN – Last Land of Opportunity
ASEAN – Last Land of Opportunity Under the consolidated ASEAN, vehicles manufactured with over 40% domestic production ratio pay “0” tariff DAEHAN Truck + Alliance with Chinese partners → Easier Business Expansion Into ASEAN Region Myanmar Vietnam 653,520k 310,070k 53 million 94 million Thailand Lao
Slide 6: KOLAO LVMC Holdings
LVMC HOLDINGS KOLAO LVMC HOLDINGS Changed group name in 2018: Laos business began in 1997 Laos, Vietnam, Myanmar, KOREA + LAOS Cambodia and GLOBAL COPYRIGHT© 2019 LVMC HOLDINGS ALL RIGHTS RESERVED 6
Slide 7: LVMC Holdings – 5.5.5 Plan
LVMC HOLDINGS – 5.5.5 Plan Plan To deal with limited growth potential of Laos; High revenue reliance on Hyundai and Kia sales which can be both opportunity and obstacle in the long run; ASEAN consolidation leading to expansion of opportunistic factors, the “5.5.5 Plan” was promulgated in 2014 In 5 y
Slide 8: LVMC Country-by-country Competitiveness
LVMC Country-by-country Competitiveness LAOS VIETNAM MYANMAR CAMBODIA Following consolidation of ASEAN Owns CKD factory. Holds exclusive Hyundai Of the 70,000 units total annual in 2016, import tariff on distributorship license. volume, 90% is comprised of used Acquired license to produce all automo
Slide 9: Worldwide
WORLDWIDE LAOS VIETNAM MYANMAR CAMBODIA Automobile and motorbike Production and distribution of Automobiles production and New and used car production and distribution; TERA brand automobiles Distribution; distribution; Used car Trade-In business; and commercial vehicles; Opened Yangon showroom; New
Slide 10: LVMC Country Overviews
LVMC(Laos, Vietnam, Myanmar, Cambodia) Country Overviews LAOS VIETNAM MYANMAR CAMBODIA Hanoi Yangon Vientiane Hochiminh Phnom Penh Population 7 million (2018) 94 million (2018) 53 million (2018) 16 million (2018) Language Lao Vietnamese Burmese Khmer Currency LAK, THB, USD VND MMK KHR, USD 2015 2016
Slide 11: Automobile Market Status by Country
LVMC(Laos, Vietnam, Myanmar, Cambodia) Automobile Market Status by Country LAOS VIETNAM MYANMAR CAMBODIA SUV 9% Others 6% Bus 4% Others 25% Mini-bus 5% Mini-bus 10% Pickup 6% SUV Commercial Pickup Passenger Truck Passenger 33% 12% 53% SUV 18% 41% 40% 56% Truck 5% Passenger Passenger Truck 16% 24% Mi
Slide 12: Production Facilities
LVMC(Laos, Vietnam, Myanmar, Cambodia) Production Facilities Savannakhet Yangon (LAOS) • Production capabilities in 4 countries (MYANMAR) (Laos, Vietnam, Myanmar, Cambodia*) Bavet *Cambodia factory owned by a local partner. Arabian (CAMBODIA) Sea Andaman • Established Sales and A/S centers in all Se
Slide 13: Product Lineup by Country
LVMC(Laos, Vietnam, Myanmar, Cambodia) Product Lineup by Country LAOS VIETNAM MYANMAR CAMBODIA (HYUNDAI) (TERACO) H1, H100, Accent, Elantra, Creta (SSANGYONG) Mini Truck, TERA190, TERA230, TERA240, STAVIC, Rexton Sports(Luxury), Rexton (KIA) TERA240S, TERA240L, TERA245L, TERA250, (HYUNDAI) Sports(Pr
Slide 14: Sales Method by Country
LVMC(Laos, Vietnam, Myanmar, Cambodia) Sales Method by Country : Preemptively eliminate operational cash flow and in-house installment financing related issues. LAOS VIETNAM MYANMAR CAMBODIA Production Production Production Production KOLAO CARE Dealer Distribution Entity Direct Dealer Direct Dealer
Slide 15: Thank You
THANK YOU COPYRIGHT© 2019 LVMC HOLDINGS ALL RIGHTS RESERVED 15