Yieh Phui Enterprise Co., Ltd. · TWSE:2023
Yieh Phui Enterprise — 2019 Investor Conference
21 slides from Yieh Phui Enterprise's conference presentation, 2019
Slide 1: 2019 Investor Conference
Security Code：2023 2019 Investor Conference 1/21
Slide 2: Disclaimer
DISCLAIMER This presentation is based on the information obtained from various sources which the company believes to be reliable. But at some points in the future, there are a variety of factors which could cause actual results to differ materially from those statements. Therefore, please refer to t
Slide 3: Introduction, Operation Outline, Future Development
1 Introduction 2 Operation Outline 3 Future Development 3/21
Slide 4: 1.1 Introduction of Yieh Phui Enterprise
1.1 Introduction of Yieh Phui Enterprise NO. 369, Yuliao Road, Qiaotou District, Kaohsiung City 82544, Address Taiwan, R.O.C. President of Yieh Founder and Phui Enterprise Chairman Chairman of Yieh Mr. Lin, I-Shou Phui (China) Mr. Wu, Lin-Maw Number of Date of Founding March 20, 1986 Employees 1
Slide 5: 1.1 Introduction of Yieh Phui Enterprise: Products and Production Flow
1.1 Introduction of Yieh Phui Enterprise Products: Hot-Dip Zn Coated/5% Al-Zn Coated/55% Al-Zn Coated Steel Coils and Pre-Painted Steel Coils Production Flow Chart: Material Procedures Products Hot-Rolled Pickling Hot-Rolled Pickled Steel Coils Steel Coils Packaging Cold Rolling Cold-Rolled Full And
Slide 6: Application of galvanized steel coil
1.1 Introduction of Yieh Phui Enterprise Application of galvanized steel coil 3C & Appliances Farming Usages 9.20% 2.23% Automobile Parts Pipes 6.76% 0.38% Silos Oil Filters for Automobiles General Uses Construction/ (substrate, roll Interior Decorating forming) 33.98% 47.44% EMT Steel Pipes Solar P
Slide 7: Application of pre-painted steel coil
1.1 Introduction of Yieh Phui Enterprise Application of pre-painted steel coil Appliances 3.30% Automobile Parts 0.38% Interior Decorating Farming usages 7.46% 0.11% Hospital and office appliances Anti- Microbial Plus Roofing & Siding of Industrial Factory Construction 88.75% Home Appliances Electro
Slide 8: 1.2 Distribution of the revenue in 2018
1.2 Distribution of the revenue in 2018 Others 3.39% AWID 0.33% EMMT 0.56% Yieh Phui Lianfa (Tianjin) 2.31% Enterprise Shin Yang 40.21% 5.21% Consolidated Revenue Yieh Hsing NT$73.856 billion 11.84% Yieh Phui (China) 36.15% 8/21
Slide 9: 1.3 Consolidated revenue of 2018 by products
1.3 Consolidated revenue of 2018 by products Consolidated revenue of Galvanized/coated steel is over 74% Others 6.82% Hot-Rolled Pickled Steel Coils Hot-Dip 0.28% Galvanized Steel Coils Cold-Rolled Full Hard Steel Coils 37.77% 11.83% Electronics 0.92% Steel Structure & Cranes 1.56 % Pre-painted Stee
Slide 10: 1.4 Consolidated revenue of 2018 by areas
1.4 Consolidated revenue of 2018 by areas With a global recognition as a premium supplier of coated steel, Yieh Phui has so far reached its sales to 135 countries already, namely, a 69% coverage of the all 195 countries in the world. Europe 12.5% America Asia 13.7% 45.8% Taiwan 24.8% Others 0.2% Aus
Slide 11: Operation Outline
1 Introduction 2 Operation Outline 3 Future Development 11/21
Slide 12: 2.1 Chart for the trend of consolidated revenue
2.1 Chart for the trend of consolidated revenue NTD, million 80,000 70,000 73,856 71,159 60,000 60,567 50,000 52,847 49,785 40,000 45,679 30,000 20,000 10,000 0 2014 2015 2016 2017 2018 2019~Q3 The consolidated revenue for the first three quarters of 2019 was NTD 45,679 million, which was 20.91% l
Slide 13: 2.2 Chart for the trend of consolidated operation
2.2 Chart for the trend of consolidated operation Gross profit margin 16.00% 13.64% 12.00% 8.85% 8.00% 8.00% 7.44% 7.32% 4.60% 4.00% 0.00% 2014 2015 2016 2017 2018 2019~Q3 Consolidated net profit after tax Earnings per Share 3,000 NTD, million (Equity accrued to the parent company) NTD 1.50 2,
Slide 14: 2.3 Consolidated profitability and financial structure
2.3 Consolidated profitability and financial structure Unit: NT$/Million Item/Year 2014 2015 2016 2017 2018 2019~Q3 Sales Revenue 60,567 49,785 52,847 71,159 73,856 45,679 Gross Profit 4,436 3,704 7,206 6,299 5,911 2,099 Sales Gross Profit Margin 7.32% 7.44% 13.64% 8.85% 8.00% 4.60% Sales Income 1,4
Slide 15: 2.4 The trend of the sales of coated steel products
2.4 The trend of the sales of coated steel products 10,000 tons Sales of Yieh Phui Sales of Yieh Phui (China) Consolidated Total Sales 200 193 184 185 178 180 172 169 166 166 167 167 162 160 143 144 53 89 140 140 49 84 82 129 130 85 125 68 69 67 74 81 0 11 120 0 48 54 69 100 80 60 129 125 119 117 11
Slide 16: 2.5 The price trend of materials
China Taiwan ‐ 2,000 3,000 4,000 5,000 10,000 15,000 20,000 5,000 Jan‐18 Jan‐18 Feb‐18 Feb‐18 Mar‐18 Mar‐18 Apr‐18 Apr‐18 May‐18 May‐18 Jun‐18 Source: Yieh Phui Jul‐18 Jun‐18 Aug‐18 Jul‐18 Sep‐18 Aug‐18 Oct‐18 Sep‐18 Nov‐18 Oct‐18 Dec‐18 Nov‐18 2.5 The price trend of materials Jan‐19 Dec‐18 Feb‐19 J
Slide 17: 2.6 The price trend of products
2.6 The price trend of products NTD/metric ton 40,000 30,000 Domestic sales 20,000 (Taiwan) 10,000 0 FOB US$/metric ton 1500 Pre-painted 1000 Steel Coils Exports (America) 500 Hot-Dip Galvanized Steel Coils 0 RMB/metric ton 10,000 8,000 China (Sales of Yieh Phui (China)) 6,000 4,000 2,000 ‐ Jan‐18 F
Slide 18: Future Development
1 Introduction 2 Operation Outline 3 Future Development 18/21
Slide 19: 3.1 Prospects for major markets
3.1 Prospects for major markets A. Global Environment:: B. Domestic Environment:: US China Trade conflict The return of Taiwanese merchants from China enhanced the demand for steel products and raw Economic effects of Brexit materials due to factory building needs Tariff and International Tr
Slide 20: 3.1 Prospects for major markets: application of materials
3.1 Prospects for major markets Major products: the application of materials Health and Environment protection Renewable energy YP offers safe and healthy environment After overall efficiency assessment and working together for living, a pioneer in developing anti- with the government to develop ren
Slide 21: 3.2 Outline for Most Recent Investment
3.2 Outline for Most Recent Investment Area Projects Briefing Stockholding With a total of space of 77,000 ping of high- Kaohsiung end shopping mall with a hotel franchised E Sky Land 100% Taiwan with Marriott International to form Marriott Kaohsiung expected to operate in Q2 2020 21/21