Kesm Industries Bhd — Shareholder Meeting (January 2023)

5 slides from Kesm Industries Bhd's shareholder meeting presentation, Jan 12, 2023

Slide 1: KESM Industries Berhad Annual General Meeting
KESM Industries Berhad ANNUAL GENERAL MEETING Presented By: Mr. Sam Lim Executive Chairman & Chief Executive Officer 12 January 2023, Thursday Venue: Spectrum & Prism, Level 3A Connexion @ Nexus Page 1 of 5, 12 Jan 2023
Slide 2: 2019-2022 Headwinds: Pandemic, Trade War, Supply Chain, Inflation
2019 - 2022 Pandemic Lockdowns US & China Trade War Weak US Car Market • Russia/Ukraine War • Disruption In Global Supply Chain • Inflation Page 2 of 5, 12 Jan 2023
Slide 3: The Future is EV: From Horsepower to Chip Power
The Future is EV From Horsepower to Chip Power 2021 2025 6.6M Units of Car 20.6M Units of Car US$712 US$911 Semiconductor Content In Car 28% Source: Bloomberg Chart: May 6, 2021 Page 3 of 5, 12 Jan 2023
Slide 4: Driving Into 2023
Driving Into 2023 • Keeping Our Focus On EV • Expanding Capabilities • Continuing To Spend & Align Investments To Match Customers’ Requirements • Assured Of Stronger Sales Momentum With China Re-Opening Its Borders Page 4 of 5, 12 Jan 2023
Slide 5: Thank you for your support
for your support Page 5 of 5, 12 Jan 2023