Xmh Holdings Ltd. · SGX:BQF
Xmh — Q1 2014 Earnings Presentation
18 slides from Xmh's earnings presentation, Sep 20, 2013
Slide 1: 1Q2014 Results Presentation
1Q2014 Results Presentation
Slide 2: Disclaimer
Disclaimer The information contained in this presentation (the "Information") is provided by XMH Holdings Ltd. (the "Company") to you solely for your reference and may not be retransmitted or distributed to any other person. The Information has not been independently verified and may not contain all
Slide 3: Presentation Outline
Presentation Outline Corporate Profile Business Overview Financial Highlights Outlook & Strategies / Recent Developments 1
Slide 4: Corporate Profile
Corporate CorporateProfile Profile 2
Slide 5: Corporate Profile
Corporate Profile •A diesel engine, propulsion and power generating solutions provider in the marine and industrial sectors • Over 50 years of operating track record mainly in Asia • Listed on the Main Board of the SGX-ST on 26 January 2011 3
Slide 6: Corporate Milestones
Corporate Milestones 1955 1960 - 70s 1980s 1990s 2000s •2010 • Founder Mr Tan Tum • Resale of used • Leading supplier of used • Xin Ming Hua (“XMH”) • Progressively secured Beng started a small industrial diesel engines industrial and marine diesel incorporated in 1991 distribution rights for machin
Slide 7: Key Executive Management
Key Executive Management Key Executive Management Chia Chung Mun, Tan Seng Hee Chua Tiong Wei Tan Guat Lian Tan Tin Yeow Yap Lee Ann Alphonsus Deputy CEO & Executive Director Executive Director Chairman & CEO Executive Director (Sales & Business Financial Controller Deputy CEO (HR & Admin) (Trading
Slide 8: Investment Merits
Investment Merits Strong balance sheet and operating fundamentals to foster growth Experienced and committed management team Diversified customer base allows minimisation of fluctuations in demand arising from a downturn in any particular sector Exposure to significant growth opportunities e.g. deve
Slide 9: Share Statistics
Share Statistics Bloomberg code XMH SP EQUITY Reuters code XMHL.SI Share Price S$0.425 Market Capitalization S$178.9 million (421.1M shares) P/E 14.4 NAV per share S$0.11 Free Float 16.7% Substantial Shareholders Directors 63.4% Source: Bloomberg as at 18 Sept 2013 Credence Capital 19.9% 7
Slide 10: Analyst Calls
Analyst Calls House Call / Target Price OSK-DMG (Lee YueJer) BUY / S$0.55 NRA Capital (Joel Ng) OVERWEIGHT / S$0.49 8
Slide 11: Business Overview
Business Business Overview Overview 9
Slide 12: Business Segments
Business Segments XMH Holdings Distribution and Provision After-Sales Services, of Value-added Trading and Others Products and Services Sourcing & Supply of Trading of Agency In-House Brand/ Repair & Spare Parts & Machinery & Products Customised Solution Maintenance Components Accessories 10
Slide 13: Product Range & Applications
Product Range & Applications Distribute a wide range of marine and industrial diesel engines, power generating sets and related components for the following applications: Marine Industrial Applications: • Transportation vessels (tugs and • Power generating sets used in barges, self-propelled barges,
Slide 14: Geographical Coverage
Geographical Coverage China Middle East India Myammar Thailand Vietnam Philippines Cambodia Malaysia Sri Lanka Singapore Maldives Indonesia 12
Slide 15: Reputable Distribution Brands
Reputable Distribution Brands BRAND PRODUCT TYPE TERRITORIES 1) Limited range of high-speed and medium- 1) China, India, Indonesia, the speed marine diesel engine and power Maldives, Singapore, Vietnam generating sets, including related spare Mitsubishi parts and accessories 2) OEM industrial power
Slide 16: Reputable Distribution Brands
Reputable Distribution Brands BRAND PRODUCT TYPE TERRITORIES Reintjes Gearboxes and related spare parts Indonesia Gearbox Singapore and Indonesia D-I Steering Systems and PTO Singapore and Indonesia China, India, Indonesia, Malaysia, Korsør Controllable pitch propellers Middle East, Singapore, Thail
Slide 17: In-house Brands/Solutions
In-house Brands/Solutions Leveraged on internal technical know-how to develop value-added products and customized solutions: • In-house range of marine and industrial power generating sets • Offers customers a choice between standardised and customised packages • A one-stop integrated solution to ve
Slide 18: After-Sales Services & Trading Activities
After-Sales Services & Trading Activities • Provision of after-sales services such as repair and maintenance – Supported by a team of skilled and experienced engineers and technicians • Sourcing and supply of spare parts and accessories – Achieve time-savings for customers by maintaining a ready sup