Nova Technology Corp · TPEX:6613

Nova Technology — Q1 2020 Earnings Presentation

22 slides from Nova Technology's earnings presentation, May 28, 2020

  1. Slide 1: Nova Technology Corp. - The Expert of manufacturing for facility equipment

    朋億股份有限公司 NOVA TECHNOLOGY CORP. The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code:6613

  2. Slide 2: Disclaimer

    Disclaimer  This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will exceed ours.

  3. Slide 3: Summary Outline

    Summary Outline 1 Company Introduction 2 Operations Overview 3 Future Prospects 3

  4. Slide 4: Company Introduction-Basic Information

    Company Introduction-Basic Information Chairman Chin-Li Liang President David Ma Establishment June 13, 1997 Date TPEx-listed December 28, 2017 Date NTD$399,280,000 Capital Amount (Paid-in capital till end of March ,2020) 10F-1, No.76, Sec. 2, Jiafeng S. Rd., Address Zhubei City, Hsinchu County No.

  5. Slide 5: Company Introduction-Business Scale

    Company Introduction-Business Scale Revenue % Revenue % in 2019 in 1Q20 Suzhou Winmax Technology Corp. 11% Founded in 2016 Capital: US$1,000 K Winmax Technology Corp. 44% Founded in 2004 Capital: US$4,890 K NOVA Technology Corp. 41% Winmega Technology Corp. Founded in 2014 Capital: NTD$30,000 K 2% N

  6. Slide 6: Company Introduction- Main Products

    Company Introduction- Main Products A B C D E High purity Waste stripper and Green energy & Special gas Wet Process chemical supply and waste solvents Environmental protection dispensing system supply system equipment recycle system System Integrated A/B/C D/E High-Tech Process High-Tech Process Env

  7. Slide 7: Operations Overview- Sales Analysis

    Operations Overview- Sales Analysis Total Revenue vs. Revenue from China area Analyze Advertise 7

  8. Slide 8: Operations Overview- Main Customers (Semiconductor Industry)

    Operations Overview- Main Customers (Semiconductor Industry ) (Unit: NT$ thousand) 2019 2018 2020 2017 Q1 1,749,384 3,125,591 3,533,636 600,630 Revenue % YOY YOY 79% 13% 8

  9. Slide 9: Operations Overview-Main Customers (Green energy and electro-optical)

    Operations Overview-Main Customers (Green energy and electro-optical industry) (Unit: NT$ thousand) 2017 2020 2018 2019 Q1 1,359,390 1,480,762 544,544 254,185 Revenue % YOY YOY 9% -63% 9

  10. Slide 10: Operations Overview- Dividend Policy

    Operations Overview- Dividend Policy Unit:NT$ 2015 2016 2017 2018 2019 EPS after Tax 6.62 9.83 15.07 16.50 14.65 Cash Dividend 3.50 6.00 10.00 15.00 10.00 Stock Dividend 0.50 - - - - Dividend 60.40% 61.00% 66.40% 90.90% 68.30% Payout Ratio 10

  11. Slide 11: Operations Overview- Financial Analysis

    Operations Overview- Financial Analysis 2017 2018 2019 1Q20 Debt to asset 62.96% 47.50% 48.13% 39.37% Ratio Current Ratio 160.67% 225.15% 227.59% 238.98% Quick Ratio 93.09% 192.71% 178.86% 210.59% Return on Total 10.13% 11.44% 11.42% 2.26% Assets Ratio Return on Equity 29.22% 26.02% 21.83% 4.02% 11

  12. Slide 12: Operations Overview- Financial information

    Operations Overview- Financial information NT$ thousand 2017 2018 2019 1Q20 Net Operating Revenue 3,342,542 4,866,703 4,406,270 941,904 Operating Expense 321,542 395,483 400,911 75,809 Income after Income Tax 447,475 559,863 496,941 91,900 Gross Profit Margin 29.84% 22.62% 24.22% 17.68% Operating Pr

  13. Slide 13: Operations Overview- Patent

    Operations Overview- Patent Patent Acquire Apply application Nova 10 8 Winmax / Suzhou Winmax 91 11 Total 101 19 13

  14. Slide 14: Operations Overview- Operating Expense Ratio 1Q20

    Operations Overview- Operating Expense Ratio 9.62% 8.13% 9.10% 8.05% 2017 2018 2019 1Q20 14

  15. Slide 15: Operations Overview-Return on Equity

    Operations Overview-Return on Equity 29.22 26.01 21.83 2016 2017 2018 2019 15

  16. Slide 16: 2019 Corporate Governance Evaluation Results

    2019 Corporate Governance Evaluation Results 16

  17. Slide 17: Future Prospects-Market Fund Focus

    Future Prospects-Market Fund Focus 17

  18. Slide 18: Future Prospects-China Semiconductor Equipment Market still increase

    Future Prospects- China Semiconductor Equipment Market still increase Semiconductor Manufacturing International Corporation (“SMIC”, the “Company”), announced its consolidated results of operations for the three months ended March 31, 2020. The company’s revenue in the first quarter has reached a hi

  19. Slide 19: Future Prospects-China Semiconductor Equipment Market still increase

    Future Prospects- China Semiconductor Equipment Market still increase SMIC announced of Friday that the Company has secured an investment worth $2.25 billion (about NT$ 67.88 billion) from the nation's state-backed investors, SMIC is the largest semiconductor foundry company in China. According to S

  20. Slide 20: Future Prospects-China Semiconductor Equipment Market still increase

    Future Prospects- China Semiconductor Equipment Market still increase Source: https://www.smics.com/uploads/2020%20Q1%20Earnings%20Release_ENG_final.pdf 20

  21. Slide 21: Future Prospects-China Semiconductor Equipment Market still increase

    Future Prospects- China Semiconductor Equipment Market still increase Source: https://www.smics.com/uploads/2020%20Q1%20Earnings%20Release_ENG_final.pdf 21

  22. Slide 22: The Expert of manufacturing for facility equipment

    The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code:6613

Nova Technology — Q1 2020 Earnings Presentation on 6ix