Star Mica Holdings Co., Ltd. · TSE:2975
Star Mica — FY2021 Earnings Presentation
36 slides from Star Mica's earnings presentation, Mar 31, 2021
Slide 1: HOLDINGS
HOLDINGS 202111AH #1 yy “y we RMB 20214%3A318 Tk
Slide 2: MICA
STAR MICA HOLDINGS 1. MB opyright rmica Holdings All NI
Slide 3: Income statement summary (PL)
Pree saaketetae (PL) HOLDINGS - YAR-VavVvyavibglsé, WithtAsy, FCbmBRMRESIEC RR - SEGHBEICbC9< RiBNGRTICELO, VJNVY YAY EROMAR 324PL (E288) CAIAY hAISLRABEB 2 EEO TT een TG ATE IRBLE (@F3) SLs 84.1 95.7 113.8% YIRVY Yay BR 82.3 93.7 113.8% AYRARAYA AYRARAY hBE - 0.2 - (PE PENT HU- 1.1 | PENA —BS 1.8 1
Slide 4: Balance sheet (BS)
1. BS Iie aiSitias (BS) i - DBA - RTBONDYACHEHL, ict ee = ith - AROBREREWTICEO, BORA H25.6%-26.1%IC LAF 32BS (+ZIAB) ARsc AER 2020/1188 2021/1180 same mews RE 753 753 100.0% eee nee SERERVEE 74 79 107.7% 260F 276F SSRARRHE 665 660 99.3% Btwe 14 14.101.1% 5 5aREERE 0 0 95.8% eae 767 76710005 —_ 7021/
Slide 5: FY2021/11 1Q results
STAR Mie 2021/1 1HA-AR | - YSR-VAYVYYAYAOKRBZWREICMA, SUT IL—TFORROADL, ERS RE OT les 2021/1158 . sobs 400.1 95.7 23.9% SBYVINVYY AY BR 394.2 93.7 23.8% SBTYRAKAVE BR - 0.2 - SBP ENTPU—-BR 5.9 1.8 31.0% 5c Lie Fl at 61.5 17.7 28.8% SBUINVY YAY BR 58.6 16.5 28.2% SBTYRAKAVE BR - 0.1 - SBP ENTPU—-BR 2
Slide 6: MICA
STAR MICA HOLDINGS EE, opyright rmica Holdings All ol
Slide 7: ie Withl Os Oe RRO
ie Withl Os Oe RRO bee See: RHA K LK - BRERA ICHWCS, MRMBSRPESO—>SBAMD i < - YSR-VAYVVVYVAvVicHTSZRBWS mAoYYyay <P (BA) > FSA IBIS — AREY BYDU-VyY ee savers ente ao SEY YS ANE 798 798 atte PAV Y aVBARO Tite eS, BAL HO Mane tie EER < SPsattaeER (6505F9) 3 2012 2013S 2014-2015 2016. 2017_-— ss 2018=—
Slide 8: BAY Within omeeeRe
BAY Within omeeeRe ieee SSSeiate : TOR TRG ea RCL CKHRAEMS S—A. HORRY SHOR. MBA > Axscbetilc DUNT ld BAAR A ic < RHI. LOA RAS < Be ERIS. CARAS < i> 46,192 45,555 3,642 3,636 3,620 3,587 3,480 ~” 3,328 41,137 3,107 3.156 3 955 + 1% 38,173 +18.2% 36.328 2. 4 a 4.3% -11.5% 52.6% 3A 4A 5A 6A 7A 8A (HHA)
Slide 9: BAY Within ome ees
BAY Within ome ees prema 44 77 )L— TORRES - "Withtdass OBMIcSWTs, “HOB RR’ CHER RIL DFR > AGPSHROMM - MALICK S, BRO RUE, MTR AdRp SEW MRMBaie. (ESO-VESWICAML AN, PAESRRIB Ms < AVUvey TM. FHEBSLA with Ot FOABEY—7 y hRIE I afterIOF OR Aba FEY —7y kB? BRICRAPRERYLIT, FROMRREBCER '7O— (ee). x REPR TAky7
Slide 10: | sane |
STAR | sane | Mie 2021/1 HADES BAS - 2021/1188lé. "WithoOts OF, “OEE T VINVYYAYBROMRC, PERCSRRAAMS CE ShilisR ew 2020/1 1 HALLE 2021/1188 YSJXR-YVAaY CHADESERAS Biz x ft /JN—-YAY CKHERRZEAS © LNLY Veil CRBNE @ tA: RGONDYAZCEH BREA IE ttl & ORAS eA © ACRALERUFHARREKEOD @ Fb: AREAS < PR i - LICBO, BRE
Slide 11: MICA
STAR MICA HOLDINGS 3. BRAA opyright mica Holdings All
Slide 12: 3. mRNE
STAR 3. mRNE s—RL-b- 2O-AY | sees | - BNR RAS LO, RREBSSSPECAT Find the Value PS “EZ DS SEDS HOLA Tame SAS BROBMISN c
Slide 13: Group companies
sTaR oe Mi BEKXTY - IP BRXOREWGMRICMA. SVP ey KBE CHEEMARS SER STARMICA HOLDINGS Find the Value TN -TFEKOSRABRE IN-TREEB eh ISTARMICA EIJSTARMICA EXSTARMICA EASTARMICA oe i HISTARMICA Residence Property Asset Partners Asset Management == Smait YINWYYVAayY YINVYYVAY AGERE Bega HEE ae I THERRES ALONE
Slide 14: HOLDINGS
HOLDINGS 3. BRAS a7 wR cane | — - HBICMEZEAKINVa—-Fxr—yY isA RA B7r=U-9170 B SEAO BABAK CMEERA A-F—-—FLVVYMEEXTY CHE B47 )L—7COBSEBIC ED, BM —AA cH Lic < WIN ORE his = Al BRAORBGSBSLEGR-b AHORA LIicaR REGU /N-—YAYYYY Ave B h< 2 ockMESH Came SH=F2erh tHe EEWANY 1-797 BM Zikitd SHBAO-——ZAlchwAr B 'XER
Slide 15: APR (HA)
APR (HA) HOLDINGS - BRD OHBHGUHIBACRHS Sttiha <AROMAMSIZO— (1xX-Y) > POINT : thtsett © Oia BS RARE POINT® : BAF v KILOS ERE Ur-ANy RBI SRR WEBEOMASNS OM BME SI (aAF . | AFT st - _ RRONTALP LUT 3,000r Ne I HzO ick Diese CRW L-Ya vee #980% : > MR, MRLROER, Yyyav Mirae POINT) : MAAR MPEMBA 7 2 HEMOMBRR
Slide 16: APR (RA) |
APR (RA) | - TRA) OMFAKY ID, BARRON TU y AMEE OHS Ra tatt Ho 400- FE LBA ASALLE BSA BAEIC Boe F / ARs tie Mo YSNR-YAVETWRE Bib oiled (7O— Nae) #958% YIN Vuyvays Fe LwAlet 58.6faF Bethy (2021/1 18848) we SABAK CHAMASEME BRR (Ah y Zia) ERRICEASNBWRENE #142% WaT
Slide 17: I7PBH (UJN-Yayv)
STAR I7PBH (UJN-Yayv) BSLPIASERLETIVIVIG mAERSE GS, AMRGSOMHL =i - GH TIS ma IAh + THemebsS HLA coOmeeey hKI-F BALHORWPTSeT—Vik, (LWEwPHHE ORE AX-YLTC KAD OIAVNG KERRY BNE FY FYVELCSEOMPDE IIIT (ESR TUT UP RRS CORR ENIIYSR-YayU-EZORH BSR FBG CS< OMLASU CRE © RARE CTORAREb eH BLAH COmBRR CRAG a GRADS
Slide 18: MICA BU © aC) 59)
STAR MICA BU © aC) 59) - FMBRMSCREBU/NK-—VYavyvvavekhe AXORBKEDST. ARLOTL—-KORW “QV UY 3 COERERE BRBewlc, MAHER CSM RENERA AXOO—YikRR? <44£2020/1 1 HAAR OME LY 7 Her > 12.1455 “) 2020/1 1EARRIGAIA (HHZARTCMIES. OOOH, FaH71.48m) kBO< “2 PERTIEO MIF. fH ARES,000HF. TAS. 355iR A, BF)1.000% CHA LEBS < H
Slide 19: BY Jy rty hat
BY Jy rty hat Weel (BRE /RBRAEY x2) - Ah-F3tk 5 SBAE/RARATCVRACRH - RMN BRESREAT SAREEML, MBOMYY A YT tmhigeliee BST _ ABE / STARMICA SMHECMA. ADEERESOI FATA END ELD Asset Management 7*/**7¥7 97 EA PRYKVRUAY hERE Bu . YZN-Parke sea 77. aA MUuLEBREB Tt | Sm AIt+ redeem ara basal US SCN ESE ek BZOWHR=
Slide 20: Maw chk TOREERO
Maw chk TOREERO HOLDINGS - VY-TYbORNERA, ARHGSRRM CHREU—KE TYRARAYVA "LTE Rigs eee ed RuRe bic ier. Shae. YINR-YAM RGET YD HARE Finer, Wes REDE & ENS AREA BS) alt 4a 7 Boas ens STAR MICA HOLDINGS. HHT IL—FORA 2012 2013% 2014% 2015% 2016 2017# 2018% 2019% 2020 LADRMERR OHH Tp & ata yh ati ia 1) peeve
Slide 21: Mite chHkCOREEH®
STAR Mite chHkCOREEH® - Y-VYYaAyvIOPBRMEROMAT. BHBEVRAETIL <YUSRVY YAY SOMME (fA. %) > Y-Vy yay 7BEO2009/1 1H Flat 21.7% EHRL, REBNBEEOTBREZ3% 90 20; 19.0% pooann aan ' ! ALBAN (%) 15.1 i] 12.4 | 11.6 14.4 we Lealas (EH) i] i] i} I H H | | me LHS (A) H 1 I I 2008/1 1#8 | 2009/11#8 | 2010/1188 2011/1
Slide 22: Me HB ORRD
Me HB ORRD - RAPRISEREAANO. 1, BELLA T SOBADS dst CRATE (SHALL) Sat = Wii — ABR — BEIZL 10883 2020/1 188 eect 2020/1 188 SERRA BRT DE BENITA b rece RIAD RABE (OH) aC) T ERPS. 2020511 AAR MICE IS SARA Ble MR ings All Rights
Slide 23: MON WERDER =
MON WERDER = HOLDINGS - 1RRMCORLIFICKO. talcaeentem—hIAUA SJB BUS ea SRE SHA Beat AL 2 San ones Zot 13.9% Ran Len BS 21.1% Bilis, Mets LS SA:\/ Sweet JD Ss HEIR 6.2% SRT sks PARIINIL 14.7% RE Ihe Fama (KH) 4.8% | tH, ORB, ARI, = q RRO BIIES RRM (SER< EA) 29.7% Pe 66.70 i 29.8 * 00, HEE. PRE. FRB (MO
Slide 24: Ma SSHORRS
Ma SSHORRS HOLDINGS - HSVicm< PHENSHHTIV-FOEVRA FO-INIVEBOSNKEYRAEFIL HARRAH: RERCRRBR VAR EVYRAETFIDPHSRRMEDH MSN, 2011Flc a Se (PAFSP) AOR SEORMEFR CWMCERS "K-F—-HB 2B - RBAS + SRRAFICHW CRRA SMBeIY - BAAMBAFAFILAOZ b aE - BARKOKFEOTYI-YRA EBRRM Ciel "A OT K-49 —-BOBAEE RRPTORA, VRYUXY hERICHIST/N
Slide 25: 4. ESG
STAR MICA HOLDINGS 4. ASykxXyYk (ESG) opyright mica Holdings All
Slide 26: Governance
PLS HRD : KHERRODILF v—€ MICA BAZ | Governance 4, ASybhxYb - BRHORBWANTYAPHERNOMEICED,. MmMAOMPEHRRS Sts FN 7 O iE IE F—-hI-VEeAt BWIYIITPYA IT@ AUT RIED CES SUSthiny a 44 EE] AVY-hI-F7ORR RUE O SOT EM sae ceric 29 een Det EME —-HROMMUZIO% MBA ) 777K EMT MERIRSS ste CORAM TOR == t ito" 2 WHRBOY9Y +
Slide 27: Society
mae OR : kD UGE T. Soci EDRUES UEiett ociety - BRABKLVUMAESAM CU SN—-VAYVYY AY OF EBL, HAS EMS SRB - CHPSORKICBBREANS "RI—+ VLAATI-T, SBF ADR + BRE PBkEeSo5T 7 Coe ee BRRVYY ava THMLTHE YO, Bilglc £9, BpBCOESI—A {EU ER "THESE RL <TH let LIEU mR BAB, Kyles ABT AB Pub c fie < BREE E <<< BAS YA RAVES H
Slide 28: Environment
Rien MRO: S51 DS TOT) E . ee SORE nvironment - GUAR. BRPUSORRERTEYRAETIL BREE TEO Bt bic RR BK TIMES RATIO 7~ OBA "ES, (BAI 1 Bl) “ ~ 81.0% 85.9% a 69.8% A2AI-—+ VATA TNW-F ; | seme ({oDsians fv \ | | ed cL A H#AORR \ \ \ \ RRA ROXKEW | | Go1a) G58 ois ore) "RENERAFE Id / (Hi) BL RAR SER eSERMET— 4,
Slide 29: 5. Shareholder returns
STAR MICA HOLDINGS 5. REIT
Slide 30: MICA Bseg ri Eee —
STAR MICA Bseg ri Eee — HOLDINGS: 5. RET - SRISMMEBLUREMBEOLO-BORMLCEN 2020/1184 2021/1 1HALLEOAE 9.1% ROEO### - HE 6 BRNO—MMLic & 3 AHN EseMN 4.4% MR, REMC SEH x MA - RERONSY ZEB 0.52[8 MA~ RK COBRMM OAL LIND y SER (548) CBRL. 4.01% ANF ARE POC LEASE ‘| BOBARMAS (ROE) = 4eRMFIAE + BP FHaCRA 3 @BEOR
Slide 31: MICA Meso aC) —
MICA Meso aC) — 2021/11 FAOECMHEMIS, PRAGA CHS30%S BH - REBGHRZRILL, RKYCORERTESR <BR SHS (%) > 33.7% 28.8% 80.2% oa.g% 25.4% 270% oiom 738% . 0 17.9% 2013/11 2014/11 2015/11 2016/11 2017/11 2018/11 2019/11 2020/11 2021/11 7.57 9.0F3 14.59 23.09 29.0F 32.09 32.09 32.099 26.0F9 (Rif) (#38) 1 4c 0 Fee
Slide 32: Pre eETIE (A CHRStIVE) |
Pre eETIE (A CHRStIVE) | - RYCHETACRAOMSHEREL., PRSRERTICBOS MAST RT O asa eS he 5 250,000 (EPR) MIS LS SHRM ORE FT HAM (ADHRER<) ICHTSEIG 1.4% RUOMS MR ORR 300,000,000F) (ERR) IfSsHitel 2021448 18~20224%3A318
Slide 33: [esta
STAR [esta wees © (2020F1 1 A30H FFA) <= - 16,0008 @HASMAREDM, RERECLTCHHANERA - BORER N20%, FO—NLIcBAMANSSYHTILD-—FOEVRA STATE STREET BANK AND TRUST COMPANY 505019: + - 2.1% BARB - JP MORGAN CHASE BANK 380646. « + 2.0% 19.2% - BANQUE PICTET AND CIE SA> + + 1.7% - SHEREH (BE) ZE—MWEPYTIPYE + °° 1.7%
Slide 34: 6. Company information
STAR MICA HOLDINGS 6. ate opyright mica Holdings All
Slide 35: Company profile
star Bere eal Werses) (202 1 F2A 28H) Cae AI Rt RMF TAH fea a 1998%7A248 YIRVYY AV BR. TYNALAYEBRRUP EN FU BRERA S Ti-F24ORZRR, HESRS ir £3 20196818 THe BRak—*Bra (FEZ#I—K 2975) EBA 200/88 RI— + VAAKRNSH. AI— + VIA PRYbRVRYAY hRASH, TIb- Fatt RO-— + VAN LYFYARASH. AI—+ VIA FONT 4 RASH, ZI-—*VHIA+PRY
Slide 36: MICA
STAR MICA HOLDINGS BHWADEE | RI—* VIA? MMF 4 VIARASHA STARMICA HOLDINGS BS > RE E-mail : ir.group@starmica.co.jp URL : https://www.starmica-holdings.co.jp/ © AABKCRMANTHWSPR RELI, RM CAFR RCARROGRORAC REC SASTHRGEAC KOR MICS ORES BHC LTHOES. RMORMIS, SRELERAK 42 TRESBRCESDREDSOIES. © RAM KSRARK. BRA