Walsin Lihwa Corporation · TWSE:1605

Walsin Lihwa — H1 2019 Earnings Presentation

11 slides from Walsin Lihwa's earnings presentation, Aug 2, 2019

  1. Slide 1: Walsin Lihwa Corporation 2019/Q2 Investor Conference

    Walsin Lihwa Corporation 2019/Q2 Investor Conference 1

  2. Slide 2: Disclaimer

    Disclaimer  Walsin’s statements of its current expectations are forward looking statements subject to significant risks and uncertainties and actual results may differ materially from these forward-looking statements.  Except as required by law, Walsin undertakes no obligation to update any forwar

  3. Slide 3: Agenda

    Agenda  2019H1 Profit P.4  Stainless Steel Segment P.5~6  Wire and Cable Segment P.7  Commercial Real Estate Segment P.8  Investments and Others P.9  Appendix ─ Segment Definitions P.10~11 3

  4. Slide 4: 2019H1 Profit

    2019H1 Profit  Net Income: NTD 2,122 million  2019H1 EPS: NTD 0.64 NTD'M 2016 2017 2018 2019H1 Net income 4,568 6,560 11,757 2,122 EPS (NTD) 1.33 1.97 3.53 0.64 EBITDA 8,332 11,699 19,124 4,953 EBITDA-Manufacturing segment 7,950 8,331 10,766 2,669 + investments Please refer to the Appendix for eac

  5. Slide 5: Stainless Steel Segment

    Stainless Steel Segment  Stainless steel market change is challenging. Sales Volume and Net Income  Competitors in Mainland China Net Income (NTD million) ─ Stainless Steel Segment Sales Volume (k MT) benefit from export rebate for wire rod products.  Supply and demand of the stainless steel mark

  6. Slide 6: Stainless Steel Segment

    Stainless Steel Segment  Our solutions Rod Product Mix ─ Mainland China Market Optimize our product mix Increase the sales proportion of downstream products such as straight bars. Develop new products in different steel grades to expand our product lines. Stainless Steel Product Mix ─ Taiwan Mar

  7. Slide 7: Wire and Cable Segment

    Wire and Cable Segment Product Mix ─ Power Cable Products  Wire and cable segment creates stable profit.  Power Cable Products : Sales proportion of industrial cables raised from 1% in 2018 to 4% in 2019H1.  Sales in green energy related products, Sales Volume and Net Income ─ Wire and Cable Seg

  8. Slide 8: Commercial Real Estate Segment

    Commercial Real Estate Segment  “OneMall”, our shopping mall located on Nanjing Walsin Centro Lot A and Lot B with 170,000 m2 gross floor area, has opened in May 2019.  The construction of “Jingyuan”, a residential property development project located on Nanjing Walsin Centro Lot D, has been compl

  9. Slide 9: Investments and Others

    Investments and Others  Investments Loss Recognized NTD 800 million investment loss in “Powertec Energy Co.”.  Others Income  Recognized NTD 1480 million net profit from selling our subsidiary “Ninjing Walsin Metal Co.” 9

  10. Slide 10: Appendix - Segment Definitions

    Appendix - Segment Definitions 10

  11. Slide 11: Segment Definition

    Segment Definition  Stainless Steel Segment: Yanshui Factory, Taichung Factory, Yantai Walsin, Jiangyin Walsin Specialty Alloy, Jiangyin Walsin Steel Cable, Shanghai Baihe Walsin and Changshu Walsin.  Wire and Cable Segment: Xinzhuang Factory, Yangmei Factory, Nanjing Walsin Metal, Dongguan Walsin

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