NORTH ASIA STRATEGIC HOLDINGS LIMITED Corporate Presentation

Transcription

1 NORTH ASIA STRATEGIC HOLDINGS LIMITED 2012 Corporate Presentation

2 Contents North Asia Strategic (NAS) Overview About American Tec About Coland Group About Perfect Combo Our Way Forward 2

3 North Asia Strategic (NAS) Overview 2012 (Stock Code: 8080) 2005 North Asia Strategic Holdings Limited, a GEM listed company in Hong Kong 2006 NAS raised about US$165 million in first placement Acquired 100% interests in American Tec Acquired 40% interests in Coland Group 2007 NAS raised about US$127 million in second placement Granted Burger King franchise in Hong Kong and Macau 2008 Acquired 33.74% interests in TK Chemical Corporation (TKC), a South Korea corporation 2010 Turnaround and profitable sale of TKC at IRR of 21% Distributed a special dividend of about US$70 million from TKC sale Announced 10- for-1 share consolidation Distributed a special dividend of US$35 million 3

4 NAS Leadership Board Members Daniel Yu, Chairman & ED Former President of Sun Microsystems, Greater China James Tsiolis, Deputy Chairman & NED CEO of Strategic Capital Management Ltd. George Forrai, INED Former Founder and Partner of Baker & McKenzie Hong Kong Kenny Tam, INED CPA & Former President of The Society of Chinese Accountants & Auditors Philip Ma, INED Deputy Chairman and CEO of The Sincere Company, Limited Jason Brown, NED Head of Global Special Situations Group of Goldman Sachs -- Enoch Wu as his Alternate Executive Director of Goldman Sachs Takeshi Kadota, NED Former SVP of Financial Svcs Division Mitsubishi Senior Management & Key Personnel of Portfolio Companies Grace Luk COO/CFO of NAS, Former Vice President of Dresdner Kleinwort Benson s China PE Group Ong Kay Huat CEO of American Tec Group, Former President of Far East Valor Computerized System Andy Wong CFO of American Tec Group Wong Chun Founder, Chairman & CEO of Coland Group 4

5 NAS Portfolio Companies American Tec System Solutions for Manufacturing Smart Electronic Devices Perfect Combo A franchisee for developing and operating Burger King restaurants in Hong Kong Coland Group A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China 5

6 NAS Snapshot Divisions Revenue (HK$) Employees Hi-tech distribution and services: American Tec 892,404, Fishmeal, fish oil and aquatic products: Coland Group 744,236, Branded food restaurants: Burger King 143,006, Holding - 10 Information as of 31 March ,779,646,000 1,072 Revenue Hi-tech distribution and services Fishmeal, fish oil and aquatic products Branded food restuarants 8% 50% 42% Employees Hi-tech distribution and services Fishmeal, fish oil and aquatic products Branded food restaurants Holding 1% 23% 54% 22% 6

7 About American Tec American Tec System Solutions for Manufacturing Smart Electronic Devices Company with about HK$892 million annual revenue, 247 employees for FY11/12 Sales & Service network covering more than 25 regions in China, Vietnam and India - Fast & Efficient Delivery System Over 25 years experience in electronics, one of the pioneering SMT equipment distributors in China Sales & Service network covering more than 25 regions in China, Vietnam and India Optimized platform for technology & solutions for electronic manufacturing industry Over customer base Network Coverage China Vietnam India 7

8 American Tec Snapshot Over 25 Years, Exceeding with every transition! American Tec was founded Shenzhen Branch, Shanghai & Beijing Offices founded Developed S.West Market Tianjin Company founded Speeds up expansion strategy, adding close to 20 sales & services sites Joined NAS, American Tec Group established Vietnam office founded Suzhou company established Suzhou Training Centre added Launched ATS brand, ATS Centre, Strategic biz transition Launched DMS Solution 8

9 American Tec Customers Solid Customer Base: 500+ Consumer Electronics LED Home Electronics Medical Electronics Computer Equipment Automotive Electronics Semiconductor Mobile / Wireless Device 9

10 American Tec Suppliers SMT Manufacturing Equipment PCBA Process, Assembly & Test 10

11 American Tec Suppliers Advance Semiconductor Packaging and Processing Solution Lead Frame & BGA & QFN & LED Process Wafer Mounting Sawing & Sorting Die Bonding Plasma Cleaning Laser Marking Wire Bonding Dispensing Wafer Bumping & SIP & Flip Chip & WLCSP Flux & Ball Printing Reflow Auto Cleaning Vision Inspection Wafer Sorter Die Sorter Wafer Bumping & SIP & Flip Chip Handling & Taping X-Ray Auto Test Equipment 11

12 About Perfect Combo Perfect Combo A franchisee for developing and operating BURGER KING restaurants in Hong Kong since 2007 BURGER KING Founded in 1954, the second largest fast food hamburger chain in the world In 2012, began trading on the New York Stock Exchange Currently operating in over 12,500 locations serving over 11 million guests daily in 82 countries and territories worldwide BURGER KING HONG KONG Brand building initiated since 2007 Currently operating 13 restaurants in high density Kowloon, New Territories residential areas and retail locations in Hong Kong Awarded Favorite fast food restaurant for 4 consecutive years ( ) by U magazine (a popular travel & leisure magazine) 12

13 About Perfect Combo Operating restaurants in renowned retail locations, commercial districts and residential areas in Hong Kong Awards 13

14 About Perfect Combo Global Offering Local Offering 14

15 About Coland Group Processing & sale of aquatic products Processing & sale of fishmeal Farming & sale of marine species Refining & sale of fish oil Manufacturing & sale of aquatic feeds Concentration & sale of fish oil products 15

16 About Coland Group Coland A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China Fishmeal: Feeds: Fish Oil: Aquaculture: Sourcing brown and white fishmeal from Peru, Chile, USA and Russia, etc. Largest Raw Fishmeal Importer in China in the year of 2011 Top 30 Feed Enterprises in China, with annual processing capacity of 100,000 mts JV with Nosan Corporation, a sizeable feed company in Japan Largest Fish Oil Refinery and Supplier in China, with annual refining capability of 30,000 mts Large scale Concentrated Fish Oil Plant in Lianjiang Leading Enterprises of Aquaculture Industrialization of Fujian Fish Farming and Producing Plant with 2,000 acres in Wuhan Branches and Representative Offices in the most significant aquaculture sites in China with extensive distribution network and logistic support. Headquarters/Business Centre Branches 16

17 Our Way Forward Direction Profitability Continuously reviewing and updating our long-term strategy to provide stakeholders better clarity on our direction and business model while striving to create value for our shareholders, customers, employees, and business partners Providing guidance and assistance to each portfolio company to enhance strategic positions and to achieve higher profitability Shareholders Value Carefully evaluate and review options as to how we may effectively manage, deploy and apply available cash resources to meet operational needs and for the benefit of our shareholders as a whole 17

18 Disclaimer The information contained in this document is provided for information purposes only and has not been independently verified. No representation or warranty express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. The information contained in this document should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments which may occur after the date of the presentation. Neither the Company nor any of its affiliates, advisers or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with this document. The document contains statements that reflect the Company s beliefs and expectations about the future. These forward-looking statements are based on a number of assumptions about the Company s operations and factors beyond the Company s control, and accordingly, actual results may differ materially from those in or expected under the forward-looking statement. The Company does not undertake to revise forward-looking statements to reflect future events or circumstances. 18

19 Contact Us North Asia Strategic Holdings Limited Business : Unit 1-5, 16th Floor, Futura Plaza Address How Ming Street, Kwun Tong Kowloon, Hong Kong Stock Code : 8080 Website : Investor Relations Tel : (852) Fax : (852) enquiry@nasholdings.com 19