July 2011. www.apwcc.com 1 This presentation may contain forward-looking statements concerning Asia Pacific Wire & Cable Corporation. The actual results.

Slides:



Advertisements
Similar presentations
1 FIRST QUARTER 2009 INVESTOR CONFERENCE CALL. 2 Today ’ s Hosts Steve Romano Chairman & Chief Executive Officer Jim Baumgardner President & Chief Operating.
Advertisements

JinkoSolar Holding Co., Ltd. Q Earnings Call Presentation June 7, 2013.
February 4, 2008, Atlas Copco Group Q4 Results February 4, 2008.
Atlas Copco Group Q4 Results February 2, Q4 - highlights  Order growth continued  Record operating profit –All business areas above 20% operating.
Eyal Sheratzki, co-CEO August 2009 Investor Presentation.
Investor Briefing November Key Information Key Offer Statistics Offer Price$1.00 per share Total number of Shares under the Offer5,000,000 Total.
2013 LUXOFT AND/OR ITS AFFILIATES. ALL RIGHTS RESERVED.1 1 SOFTWARE ENGINEERING TECHNOLOGY AUTOMOTIVE TRAVEL AND AVIATION ENERGYTELECOM FINANCIAL SERVICES.
Standard Register Fourth Quarter and Full Year 2007 Conference Call February 22, 2008.
Aker Exploration: Rig for oil Status and Outlook Bård Johansen, President & CEO.
Haier is the world’s 4th largest whitegoods manufacturer one of China’s Top 100 electronics and IT companies has 240 subsidiary companies and 30 design.
1 AC and Board Presentation of 2014 Year End Financial Results.
February Forward-Looking Statement Statements at this meeting that are not historical are forward-looking and are subject to various risks and.
FINANCE IN A CANADIAN SETTING Sixth Canadian Edition Lusztig, Cleary, Schwab.
Corporation -- A Global Business Simulation Presented by: John Doe Jane Doe Mary Jane.
1 SAN SHING FASTECH TW SAN SHING FASTECH TW 5007 Shun-Sheng Wu Vice chairman.
Results of «Ak Bars» Bank Group in according with IFRS FY’2012.
FEBRUARY 22, DAVID GALLOWAY Chairman of the Board.
Annual Results 2010 Financial year ended 28 February 2010.
Black Box Corporation Overview. Black Box Corporation 2 Forward-Looking Statements - Any forward-looking statements contained in this presentation are.
1 Presentation of 2013 Year End Financial Results.
May 13, 2009 First Quarter 2009 Earnings Review. Highlights  First quarter 2009 net sales of $46.6 million -- within the Company’s forecasted range 
APWC 2012 Annual General Meeting 2012 Half Year Results October 5, 2012.
FY09 Q3 Conference Call April 21, Forward-Looking Statement Page 1 Statements in this release that are not historical are forward-looking and are.
1 CNP, Inc. Investor Presentation Month/Year. CNP, Inc. - Introduction  CNP, Inc. was founded in 1985 to create high quality industrial products from.
Needham 11 th Annual Growth Conference January 6, 2009 NASDAQ: BBOX.
ABLE LABORATORIES, INC.. Safe Harbor Statement Except for historical facts, the statements in this presentation, as well as oral statements or other written.
Owens Corning Fiscal Q4 and 2006 Year in Review February 28, 2007.
November This presentation may contain forward-looking statements concerning Asia Pacific Wire & Cable Corporation. The actual results.
This presentation contains statements that are forward looking in nature and, accordingly, are subject to risks and uncertainties. Factors that could.
International Business Environment May 3, 2010 Evelyn Furia, Kristen Gunthardt, Ben Kelly, Erica Pilarski, and Amy Schatz.
1 The Navigators Group, Inc. “Insuring a World in Motion” CSFB Insurance Conference March 25, 2004 Stanley A. Galanski, President & Chief Executive Officer.
UTStarcom Holdings Corp. Fourth Quarter and Full Year 2011 Results Mr. Jack Lu, CEO and Ms. Jin Jiang, CFO NASDAQ: UTSI March
Maria Alejandra Ramirez ACG Annual Report.
1 Tricorn Preliminary Results For year ended 31st March 2012 June 2012 Mike Welburn, Chief Executive Officer Phil Lee, Group Finance Director David Leakey,
1 Investor Conference Call April 5, Forward Looking Statements The foregoing discussion may include forward-looking statements for purposes of.
Annual Report Annual Report El mostafa Achar El mostafa Achar ACG2021,section002 ACG2021,section002.
Safe Harbor Statement This presentation contains forward-looking statements regarding future events or the future performance of the Company.
SECOND QUARTER 2004 EARNINGS John A. Luke, Jr. Chairman and CEO James A. Buzzard President Peter H. Vogel, Jr. Interim Principal Financial Officer July.
Baring Asset Management (Asia) Limited 19/F, Edinburgh Tower, 15 Queen’s Road Central, Hong Kong Tel Authorised and regulated.
Acquisition of NetBenefit (UK) Limited Analyst Conference Call June 6, 2012.
TASR / TASRW. Safe Harbor Statement Certain statements contained in this presentation may be deemed to be forward- looking statements as defined by the.
Investor Presentation November Forward Looking Statements This presentation may contain forward-looking statements which are subject to a number.
Annual Report Jessica Howarth ACG Executive Summary Tiffany & Co. experienced a modest growth in sales and earnings during Tiffany & Co.
CERVUS LP nd Quarter Update. Outstanding units: 9,346,759 Unit price: $7.75 Market cap: $72 million Monthly distribution of: $0.09 Current annual.
Floris Waller - CFO and Member Executive Board Business Services Conference London June 26 th 2007 Corporate Express Overview.
Overview November Safe Harbor Statement ♦Some of the statements included herein may include forward-looking statements which reflect our current.
The Professional’s Source for Turf Care First Quarter /29/04.
MIRAE CORPORATION October 2000 This release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933,
FOURTH QUARTER AND YEAR END 2012 RESULTS. The following is a Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: This press.
First Quarter 2013 Earnings Conference Call April 18, 2013.
Oppenheimer Industrial Growth Conference May 14, 2014.
FINANCIAL ANALYSIS BY EBBONY PAGE. Overview  History of Organization  CEO & Mission Statement  Products and Services  Current Events  Horizontal.
THIRD QUARTER 2012 RESULTS.  Year-over-year revenue growth of 5.5% to $32.0 million, at the high end range of guidance  Adjusted fully diluted EPS of.
2013 LUXOFT AND/OR ITS AFFILIATES. ALL RIGHTS RESERVED.1 1 SOFTWARE ENGINEERING TECHNOLOGY AUTOMOTIVE TRAVEL AND AVIATION ENERGYTELECOM FINANCIAL SERVICES.
October 2012 Admission of professional participants – non-credit institutions to trading on the Moscow Exchange FX market.
ADVA AG Optical Networking 2000 Annual Shareholders’ Meeting Brian L. Protiva, Chief Strategy Officer Andreas G. Rutsch, Chief Financial Officer May 24,
FOURTH QUARTER AND FULL YEAR 2013 RESULTS March 13, 2014.
BP Global Environmental Products
CONTENTS 1.About Us …… P2 – P10 2.Operating Performance …… P11 – P20
Applying Financial Statement Analysis
JinkoSolar Holding Co., Ltd.
JinkoSolar Holding Co., Ltd.
James Crowe Goldman Sachs Communacopia XVII 2008
Standard Register First Quarter 2007 Conference Call April 27, 2007.
First Quarter Fiscal Year 2016
WHA YU INDUSTRIAL CO., LTD. RF Antenna Leader Stock Ticker: 3419.
Infosys Investor Relations © Infosys Technologies Limited
Community Bank Investor Conference
Opportunity Day June 7, 2019.
Company Overview Corporate Fact Sheet
Presentation transcript:

July 2011

1 This presentation may contain forward-looking statements concerning Asia Pacific Wire & Cable Corporation. The actual results may differ materially depending on a number of risk factors including, but not limited to, the following: general economic and business conditions, development, shipment, market acceptance, additional competition from existing and new competitors, changes in technology or product techniques, and various other factors beyond its control. All forward-looking statements are expressly qualified in their entirety by this Cautionary Statement and the risk factors detailed in the Company's reports filed with the Securities and Exchange Commission. Asia Pacific Wire & Cable Corporation undertakes no duty to revise or update any forward- looking statements to reflect events or circumstances after the date of this presentation. Safe Harbor Statement

2 Equity Snapshot NASDAQ CM Ticker:APWC Price (06/21/2011):$4.95 Market capitalization:$68 million Revenues (TTM):$486 million Net income (TTM):$23 million Diluted shares outstanding:13.8 million Diluted EPS (TTM):$1.66 Net book value per share (03/31/2011):$11.35 Fiscal year ends:December

3  Taiwan-based leader in several Asia-Pacific markets  Strong and growing underlying market demand  Broad geographic coverage offers diversification  Experienced and knowledgeable in-house sales, service & technical team  Improving financial performance including solid revenue growth  Strong balance sheet, cash flow, and an attractive valuation Investment Highlights

4 Company Overview Founded in 1996 Headquartered in Taipei, Taiwan Subsidiaries: China, Thailand, Singapore and Australia Core business: manufacturing and distribution of wire and cable products Additional services: project engineering of Supply, Delivery and Installation (SDI) services for power cables Total number of employees: approximately 1,715 6

THAILAND AUSTRALIA CHINA SINGAPORE Headquarters % 42.0% 10.2% 12.3% Locations and Facilities Others:Distributed products of 4.8% include Singapore, Australia, and Thailand As of March 31, Pacific Electric Wire & Cable (Shenzhen) Co., Ltd. Shanghai Yayang Electric Co., Ltd. Shandong Pacific Fiber Optics Cable Co., Ltd. Shandong Pacific Rubber Cable Co., Ltd. Ningbo Pacific Wire and Cable Co., Ltd. CCH (Crown Century Holding) Hong Kong Charoong Thai Wire & Cable Public Co., Ltd. Siam Fiber Optics Co., Ltd. Siam Pacific Electric Wire & Cable Co., Ltd. Pacific-Thai Electric Wire & Cable Co., Ltd. Australia Pacific Electric Cables Pty., Ltd. Sigma Cable Co., Pte Ltd. Sigma-Epan Intemational Pte., Ltd. SDI project engineering Power cable Distributed products Fiber optic cable Enameled wire Employee headcount % Revenue contribution (1H09) Factories/op units

6 Global Industry Overview  Wire & cable growth industry growth drivers  Energy-related infrastructure spending  Telecom-related infrastructure spending  Construction cycle  Industrial activity  Local presence required  High transportation costs  Products need to meet regional specifications  Handling and logistics  ~ 80% of manufacturing cost attributable to raw materials  Pass-through pricing generally utilized for long-term agreements  About one-half of business priced short cycle Global Cable Production by Type Source: CRU estimates Global Fiber Optic Cable Market Growth Forecast (M f-km)

7 China Businesses  Long-term partnership with China Unicom Products  Enameled wire  Telecom cable  Fiber-optic cable  Optical fiber (JV)  Rubber cable Top Customers  Telecom carriers  Toolmakers and appliances makers  Mining companies CAGR = 16.8%

8 Thailand Businesses  Top-5 cable producer in Thailand Products  Telecom cable  Power cable (Al, Cu, HV)  Enameled wire  Fiber-optic cable Top Customers  Local electric utilities companies  Engineering companies  Contractors  Telecom carriers CAGR = 6.6%

9 Singapore Businesses  Leading provider of power cable in Singapore Products  Power cable  SDI project engineering  Distributed products Top Customers  Electrical contractors  Distributors  Public utilities Board

10 Australia Businesses  Leading provider of power and construction cables  New opportunities for distribution due to pan – Asia trade agreement Top Customers  Contractors  Distribution Centers Products  Low-voltage power cables  Construction cables CAGR = 16.4%

11 Product and Service Portfolio Revenue ($ millions) % of Sales Revenue Gross Margin Products Months ended March 31, 2011 Telecom Cable$46.4$47.0$62.0$ %$ % Power Cable % % Enameled Wire % % Distributed Products %5.80.7% SDI Project Engineering Services %6.1(0.5%) Total$509.8$500.8$362.2$ %$ % * Weighted blended average

Quality Assurance  ISO 9001: Quality Management System Certification  ISO 14001: Environmental Management System Certification  ISO 17025: Testing and Calibration Laboratories Certification  UL: Japan Industrial Standard  C.E.: Thailand Industrial Standard  ISO: Australian Quality Accredited 12

13 Competitive Advantages Global competitors include Draka, Furukawa, Nexans, Prysmian, etc. Local competitors have advantages in sales, R&D spending or financial resources Competitors include both independent domestic and foreign suppliers Excellent customer service and knowledgeable sales and technical team Raw-material cost advantage over local producers Superior product quality and performance Reliable product supply and distribution Competitive Advantages Competitive Landscape First-mover advantage in key local markets

14 Growth and Expansion Strategy China  Top growth opportunity for APWC over the next 10 to 15 years  Increase capacity to meet market demand and maximize economy scale  Drive marketing penetration into Shandong, Henan, Guangxi Sichuan, and Chongqing city, etc.  Develop new products and expand capacity Australia  Upgrade production facilities to increase efficiency and capacity  Increase product portfolio through offering imported products Thailand  Develop new cable products for auto, solar or other types of alternative energy solution  Upgrade and expand facilities for new government projects  Control production cost Singapore  Re-introduce Sigma's products to Southeast Asian markets such as Vietnam and Brunei  Offer complete solutions to our customers and improve response time to our customers  Explore new contractors/partners in China for incremental business opportunities

15 History of Revenue Growth

Recovery in Gross Profit 16 USD Million

17 Rebound in Net Income USD Million

18 Summary Income Statement Year 12/31 (USD '000) month 2010 (unaudited) 3 month 2011 (unaudited Total Sales$500,798$362,231$469,330$104,868$121,801 Cost of Sales488,048315,840407,64293,442108,831 Gross Profit12,75046,39161,68811,42612,970 Income from Operations (16,294)18,45930,4945,1685,888 Income Before Taxes(20,068)19,57232,2785,7335,782 Net Income (Loss) attributable to APWC (13,649)10,08914,1403,7292,723 Basic and Diluted Income (Loss) per Share (USD) ($0.99)$0.73$1.02$0.27$0.20

19 Summary Balance Sheet As of (USD ‘000)12/31/200912/31/2010 3/31/2011 (unaudited) Cash and Cash Equivalents$41,53463,21774,866 Current Assets239,048329,461345,039 TOTAL ASSETS296,052386,923405,086 Bank Loans and Overdrafts(*)37,18567,35186,937 Other Current Liabilities74,72491,45784,075 Total Liabilities113,460161,211174,984 Total Shareholders’ Equity182,592225,712230,102 TOTAL LIABS and SHS’ EQUITY296,052386,923405,086 Current Ratio

20 Revenue and GP Analysis (unaudited) Revenue ($ Mil.) Gross Profit ($ Mil.)

21 Strong Management Team  Andy C.C. CHENG – Chairman of the Board Mr. Andy C.C. CHENG was a member of the company’s Board of Directors from 2004 to 2005 and was re-elected in From 1987 to 2003, Mr. Cheng was the Vice President of procurement and later Executive Vice President and Chairman of the Investment division, all served at PEWC. Mr. Cheng was elected Chairman of the Board of APWC in October  Chun Tang YUAN – Chief Executive Officer Mr. Chun Tang YUAN also serves as Chairman of PEWC since 2004 and has been the Director of Pacific Construction Corp. Ltd since He served as the Director of Taiwan Co-generation Corp from 2005 to Mr. Yuan is also the Chairman of Taiwan Electric Wire and cable Industries Association since He has served as the Supervisor to Taipei Importers/Exporters Association as well as the Director of Chinese National Federation of Industries in Taiwan since 1998 and 2004 respectively.  Frank TSENG – Chief Financial Officer Mr. Frank TSENG has served as CFO since October Before joining APWCC, he was the deputy CFO for ABB Taiwan and, prior to that, the APAC regional controller for Phoenix Technologies, a Silicon Valley-based company that is publicly traded on NASDAQ. Mr. Tseng holds a Masters Degree of Accountancy from Georgia State University. He is also a CPA by the State of Illinois.  Carson TIEN – Chief Operating Officer Mr. Carson TIEN serves as Chief Operating Officer since 2005 and has been with Pacific Electric Wire and Cable Group Companies since He started as engineer in PEWC's Tao Yuan plant in 1969 and later promoted to plant manager in 1977 and Assistant VP responsible for Engineering and Manufacturing in He transferred to APWC to head the Shenzhen plant in 1996 and was promoted to COO of APWC in  Daphne HSU – Financial Controller Ms. Daphne HSU has been Financial Controller of the Company since March of 2005, prior to which she served as Financial Controller for ten years in Taiwan and China at a Thomson SA joint venture. Daphne graduated from National of Taipei College of Business with a major in accounting.

This Presentation of APWC was developed by the Company and CCG and is intended solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy the Company ’ s stock. This presentation is based upon information available to the public, as well as other information from sources which management believes to be reliable, but is not represented by APWC or CCG as being fully accurate nor does it purport to be complete. Opinions expressed herein are those of management as of the date of publication and are subject to change without notice.