8I HOLDINGS LTD — AGM Information 2017

Jul 26, 2017

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8I Holdings Annual General Meeting 27[th] July 2017, Singapore

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How We Started & Where We Are Today

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8I Growth Journey

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Investment in Investment in
Education
Public Markets Private Markets
8VIC (Knowledge Champions)
8 Capital (Hidden Champions) 8IH (Growth Champions)
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8I Holdings Limited © Copyright 2017

Group Financial Highlights

For the financial year ended 31 March 2017

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Revenue & Investment Income S$28.9 million Total Comprehensive Income S$8.9 million Net Profit For the Financial Year $11.5 million

Net Asset Value S$61.7 million Total Assets S$68.6 million

8I Holdings Limited © Copyright 2017

Group Financial Highlights

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Revenue & Net Profit (S$’000)

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40,000 80,000
35,000 70,000
30,000 60,000
25,000 50,000
20,000 40,000
15,000 30,000
10,000 20,000
5,000 10,000
0 0
2012 2013 2014 2015 2016 2017
Revenue & Other Gain & Income 1,495 2,439 7,087 12,452 31,595 30,715
Net Profit 146 691 3,223 5,361 17,570 11,493
Net Total Asset 2,827 3,174 4,765 34,915 52,423 61,695
Revenue & Other Gain & Income Net Profit Net Total Asset
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8I Holdings Limited © Copyright 2017

Business Segment Update Education – Knowledge Champions

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Grooming Knowledge Champions - Education

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Outstanding Results

• ~ 8,000 lives inspired

• S$10,721,262 in Revenue

• S$3,592,048 in Profit

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8I Holdings Limited © Copyright 2017
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Grooming Knowledge Champions - Education

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Millionaire Investor Program Value Investing Bootcamp Updates Updates

• 84 batches of graduates across Singapore, Malaysia and China

• 5,424 participants graduated from MIP as of 31[st] March 2017

• No. of graduates grew by 24% in FY17 as compared to FY16

• 2,508 graduates across Singapore, Malaysia, Taiwan, Thailand, Myanmar, India, Vietnam and Dubai

• No. of graduates increase by 242% in FY17 compared to FY16

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9000
Culmulative Participants for Both Programs 7932
8000
7000
6000 5397
5000
4000 3192
3000 2277
1676
2000 1192
1000
0
FY2012 FY2013 FY2014 FY2015 FY2016 FY2017
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8I Holdings Limited © Copyright 2017

Grooming Knowledge Champions - Education

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Value Investing Summit (VIS) Updates

• Signature annual event organised for the 6[th] year

• Largest Value Investing event in Asia

• Over 1,200 attendees from Singapore, Malaysia, Thailand, Indonesia, Philippines, China, Cambodia, and Australia

• Inter-Varsity Stock Research Challenge is introduced as a new segment

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8,000
7,273
6,073
6,000
4,463
4,000
2,955
1,707
2,000
520
0
FY12 FY13 FY14 FY15 FY16 FY17
Cumulative Participants
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8I Holdings Limited © Copyright 2017

Grooming Knowledge Champions - Education

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Inter-Varsity Stock Research Challenge 2017 Updates

• Objective is to promote the study of value investing among tertiary students, allow the students to gain exposure and recognition in the community of value investors.

• Three undergraduates from Nanyang Technological University bagging the first prize of S$5,000 cash and a trophy.

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VIS Intervarsity Stock Research Challenge Teams 8I Holdings Limited © Copyright 2017
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Grooming Knowledge Champions - Education

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Ventures into Media (Edutainment)

8I partnered Astro Malaysia to produce and screen financial literacy variety program on national TV – Money Money Home ( ����� )

• Viewership for first episode reached approximately 124,000

• An average viewership rating of over 147,000 per episode (for episodes 1 to 6).

• Enjoyed rating of 75% more than Astro AEC Channel’s average.

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8I Holdings Limited © Copyright 2017

Grooming Knowledge Champions - Education

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A New Beginning

• 8I Education merge with Value Investing College forming 8VIC.

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8VIC Team 8I Holdings Limited © Copyright 2017
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8VIC - Education

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Positioning to be the No. 1 Global Value Investing Education Provider

• FY2017 Revenue of S$10.7m

• FY2017 Net Profit of S$3.6m

Existing Offices Presence Future Plans Offices Expansion Plan (Incorporation)

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8I Holdings Limited © Copyright 2017
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8VIC - Education

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Investopia – World Tour

• A conference showcasing the latest investment strategies by world-renowned value investors in the different countries.

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Investopia Malaysia 1[st] April 2017

Investopia Singapore 19[th] August 2017

Investopia Thailand 2[nd] September 2017

Investopia Taiwan 23[th] September 2017

8I Holdings Limited © Copyright 2017

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Business Update Investment in Public Markets – Hidden Champions

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Investing in Hidden Champions - Public Markets

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8 Capital Pte Ltd is registered as a Registered Fund Management Company (“RFMC”) under Monetary Authority of Singapore

• Licensed Fund Management Services

The RFMC will allow 8 Capital to manage and/or advise up to 30 Accredited Investors, of which not more than 15 are funds, and manage up to S$250 million in assets under management.

8I Holdings Limited © Copyright 2017

Investing in Hidden Champions - Public Markets

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Performance

Outperforming Asia-Pacific Indices since Inception[(1)]

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If you had invested $100,000 at inception[(2)] , today it would be worth about $121,000

Note:

• (1) As at 31 March 2017

(2) Since inception at 30 September 2015

Returns in SGD	Hidden Champions	MSCI AP	STI
Mar’16–Mar’17	15.90%	14.00%	11.80%
			Ex-Cyclicals: 8.1%
Sept’15-Mar’17	21.00%	18.70%	13.80%
Dec’15-Dec’16	14.90%	2.30%	-0.10%
YTD 2017	3.30%	8.80%	10.20%

8I Holdings Limited © Copyright 2017

Investing in Hidden Champions - Public Markets

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~ 20 ~ US$20m ~ US$4m Portfolio Stocks Current Portfolio Total Gains[(2)]

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Note:

• (2) Since inception at 30 September 2015

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20-30
COMPANIES
STEP 3: VALUES & PASSION
500 HIDDEN CHAMPIONS
STEP 2: QUALITY
FOCUSED COMPANIES
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• Strives to achieve long-term returns in listed equities through investing in Asian Hidden Champions:

• Market leaders offering sophisticated, hard-toimitate niche products and services

Investment Process & Strategy Separating Winners From Losers

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STEP 1: FRAUD
INVESTMENT UNIVERSE
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• Eliminating companies with potential accounting tunneling FRAUD and weak governance risk

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• Analysing business model for QUALITY

• Selecting entrepreneurs and owner-operators with VALUES & PASSION for their business.

>25,000 LISTED COMPANIES IN ASIA PACIFIC

8I Holdings Limited © Copyright 2017

Investing in Hidden Champions - Public Markets

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Value-to-Quality (VQ) Quadrant:

• The portfolio of companies in the Hidden Champions Fund are higher in quality and yet undervalued.

Value-to-Quality (VQ) ratio

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30
Overvalued Zone 1.22 India
25 1.22 Taiwan
1.11 Thailand
2.63 Singapore 1.22 Market …
20
0.76 Australia
1.21 Japan
15 1.45 Hong Kong
0.44 HCF
10
5
Undervalued Zone
0
0% 5% 10% 15% 20% 25% 30%
x
“Value”: EV/EBIT
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“Quality”: ROE (EBIT/Equity)

8I Holdings Limited © Copyright 2017

Investing in Hidden Champions - Public Markets

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Focus on FY16/17

• Grow AUM for potential increase in income from performance by creating sub-funds

• Bespoke Sector-Focused HCF for targeted family offices. For eg.

  • Geospatial/IoT Tech HCF

  • Education HCF

• Continuously improve the performance of HCF as the performance fee is charged based on ’High-Watermark”

Future Plan

• Portfolio Advisory on Accounting Fraud

8I Holdings Limited © Copyright 2017

Business Update Investment in Private Markets

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Partnering with Growth Champions - Private Markets

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Performance in FY2017

• Revenue of S$15.2m

• Net Profit S$6m

Our Focus : Capital Allocation

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Acquisition of New Businesses

a) Synergistic Partners who add value to 8I’s Eco-System

b) Growth Companies

8I Holdings Limited © Copyright 2017

Partnering with Growth Champions - Private Markets

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Portfolio of Investees

Private Companies

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(1)

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Public Companies

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Footnote: (1) Disposal of 51% stake to Clear A2Z Pte Ltd, an entity wholly owned by current minority shareholder will require 8IH’s shareholder approval during the upcoming AGM/ EGM

8I Holdings Limited © Copyright 2017

Partnering with Growth Champions - Private Markets

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8MAD Group

Reputable branding consultancy and communications agency that builds great brands through branding solutions, effective brand communications and CSR.

Updates:

• New contracts from leading brands eg. Carousell, Systema, F&N Dairies

• New team (MAD Studio) with new offer in media production

• New office

• Focus in FY17/18 : Expand geographical sales coverage

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8I Holdings Limited © Copyright 2017

Partnering with Growth Champions – Private Markets

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CT Hardware

Established Hardware Retailer and Wholesaler, offering quality products delivered on time and at competitive prices

Updates:

• Celebrated 40[th] Anniversary

• New website & digital team to drive e-commerce

• New warehouse to facilitate e-commerce & operations

• Focus in FY17/18 : Aside from growing sales via online sales channel. CTH will work to strengthen the foundations of their business that includes corporate governance, internal processes, customer experience in their stores and brand awareness (e.g. via community partner collaboration with Fabbritory)

8I Holdings Limited © Copyright 2017

Partnering with Growth Champions – Private Markets

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Velocity Property Group

Vibrant boutique property development firm that specialises in cosmopolitan developments in Brisbane and Gold Coast

Updates:

• Successfully listed in ASX in February 2017

• Acquired a riverfront site in Bulimba

• Sold out all units in One Burleigh Headland

• Focus in FY17/18 : Five development projects in the pipeline

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8I Holdings Limited © Copyright 2017

Partnering with Growth Champions - Private Markets

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Digimatic Group

Leading Digital Performance Marketing Agency that empowers Brands to connect their customers in the most effective way.

Updates:

• Sale of Digimatic Solutions at a gain of $1.1m

• Shift back the focus on Advertising Technology (AdTech)

• Focus in FY17/18 : Strengthening AdTech, building human capital and exploring new businesses through mergers and acquisition

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8I Holdings Limited © Copyright 2017

Partnering with Growth Champions - Private Markets

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Hemus Pacific

Event Services firm that offers a comprehensive array of resources and solutions for events.

Updates:

• Hemus Pacific Private Limited (“Hemus”) will buy back 51% equity interest via a share swap with 8IH. This is:

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• To allow Hemus to grow at their own pace

• To enable 8I to focus on our refined strategy

8I Holdings Limited © Copyright 2017

Partnering with Growth Champions - Private Markets

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8IH China Pte. Ltd

8IH China was established in 2015 to ride on the wave of the rapid growth of the Chinese financial markets and to advocate value investing in China.

Updates:

• 8IH China will be consolidated under the Private Markets Investment

• New customised sharing sessions:

• Fundamental Value Investing - ����

• Intermediate Value Investing - ����

• Advanced Value Investing - ����

• Trainer’s Value Investing - ����

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8I Holdings Limited © Copyright 2017

8I Vision Inspire & Empower Growth of 100 Million Lives

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8I Holdings - Moving Forward

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Business Segments’ Strategies

Education

8VIC (Knowledge Champions)

Investment in Public Markets

8 Capital (Hidden Champions)

Investment in Private Markets

8IH (Growth Champions)

• Geographic Expansion

• Programmes Innovation

• Technology Adoption

• Increase Hidden Champions Fund Assets Under Management (AUM)

• Focused Business Areas

• Collaborate to co-invest with other parties

8I Holdings Limited © Copyright 2017

8I Holdings - Moving Forward

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Strengthening Business Fundamentals

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Right Strengthen People, Business Products, Segments Processes Prudent Technology Capital Allocation

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8I Holdings Limited © Copyright 2017

8I Holdings - Management

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Major Shareholders: 50.09%

Ken Chee 23.86% Executive Chairman, 8IH Clive Tan 17.98% Executive Director, 8IH Pauline Teo 2.17% Pauline Teo, 8VIC

Cheshire United Ltd 6.08% Owned by Ken, Clive & Pauline

8I Holdings Limited © Copyright 2017

8I Holdings - Moving Forward

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With grit & determination, we are confident that we can reroute and achieve the next peak.

8I Holdings Limited © Copyright 2017

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Thank You

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