AI assistant
SINBON Electronics — Investor Presentation 2016
Dec 5, 2016
52256_rns_2016-12-05_5ecd65f5-8bcf-49d8-8aad-bbdf71445a4d.pdf
Investor Presentation
Open in viewerOpens in your device viewer
2016 SINBON Investors Conference
From Tiny to Giant
2
From Tiny to Giant
==> picture [53 x 47] intentionally omitted <==
， Nowadays ， SINBON + Innovative provide
==> picture [68 x 58] intentionally omitted <==
==> picture [70 x 47] intentionally omitted <==
System Integration Box Build Box Build PCB Assembly PCB Assembly Cable Assembly Cable Assembly Cable Assembly Distributor Distributor Distributor 1999 2009
==> picture [105 x 248] intentionally omitted <==
2016
1989
3
From iMAGIC to MAGIC[+]
==> picture [360 x 71] intentionally omitted <==
==> picture [85 x 76] intentionally omitted <==
==> picture [116 x 81] intentionally omitted <==
==> picture [78 x 75] intentionally omitted <==
==> picture [70 x 81] intentionally omitted <==
==> picture [73 x 92] intentionally omitted <==
| Medical | Automotive Electronics | Wind Energy | Industrial Control | Mobile |
|---|---|---|---|---|
| Fitness | Electric Vehicle | Solar Energy | Transportation | Smart Home |
| Leisure | Car Rear View System | Solar PV System | Data Capture | RF Applications |
| Telemedicine | ADAS | Smart Lighting | Automation | Communication |
| Wearable Devices | Aviation | Smart Energy | High Precision | Smart Wearable |
| Equipment | Devices | |||
| Robotics |
4
From Tiny to Giant – All-round Service
==> picture [784 x 398] intentionally omitted <==
----- Start of picture text -----
Connectors Cables PCB Quality R&D
Assembly
Innovative
Components Customization Service
Box-
build
----- End of picture text -----
5
From Tiny to Giant – Smart Medical
==> picture [823 x 396] intentionally omitted <==
----- Start of picture text -----
HV Cable
± 75kV
DC
High Voltage Passed 16 Certification UL Certification
Tests (GB/T 10151-2008 (Only few companies
IEC 60601 were approved)
NEMA XR-7)
RoHS
RoHS Standard Others : SINBON :
Patened
Umbrella Design Mushroom Design
- Durable、stable & elastics
----- End of picture text -----
6
From Tiny to Giant – Smart Medical
Sleeping Monitor Bluetooth Homecare
==> picture [63 x 62] intentionally omitted <==
==> picture [63 x 62] intentionally omitted <==
Biocompatibility Easy to clean
==> picture [196 x 131] intentionally omitted <==
==> picture [352 x 154] intentionally omitted <==
----- Start of picture text -----
Motherboard Cable
----- End of picture text -----
6
From Tiny to Giant – Aviation
==> picture [823 x 439] intentionally omitted <==
----- Start of picture text -----
Aircraft
Cable
SPEC
44
Raychem Small & High Temp. Low Smoke &
Materials Light Corrosive Gas
Generation
Rugged Chemical Heat-shrinkage
Resistant Tubing
8
----- End of picture text -----
From Tiny to Giant – Smart Transportation
==> picture [826 x 404] intentionally omitted <==
----- Start of picture text -----
EV Charging
Cable
AC/DC
AC/DC Overmold Ergonomics
Strength
(Patented)
Soft IP67 Low-heating
(Patented)
----- End of picture text -----
9
From Tiny to Giant – Smart Transportation
EV Charging Station
Touch Remote Wireless Wired Screen Control (GPRS) (RS485、Ethernet) Emergency Safe Modular Button Design
10
From Tiny to Giant – Smart Energy
Micro inverter
Cooperation with
==> picture [179 x 63] intentionally omitted <==
SINBON will co-deign with Enphase of next generation products, with a 10 million sets of contracts in the following 4 years. UL Certification North America 1st UL 9540 M250 S290 Home Energy Storage System (2015 & 2016) (2017) Respect of SINBON within Enphase Engineering and Leadership is exceptional
- Enphase
11
From Tiny to Giant – Smart Energy
==> picture [823 x 407] intentionally omitted <==
----- Start of picture text -----
Solar
Monitoring
System
Individual Real-time Aging & Risk Danger Alarm
Module Monitoring Anticipatory
Monitoring
Gateway
Cloud
DC Optimizer
----- End of picture text -----
12
From Tiny to Giant – Smart Energy
==> picture [819 x 393] intentionally omitted <==
----- Start of picture text -----
Solar PV
System
BIPV
Microinverter Tendering BIPV O&M
20 Years
Warranty
----- End of picture text -----
13
From Tiny to Giant – Smart Security
Passport Scanner Modules Identification
==> picture [63 x 62] intentionally omitted <==
==> picture [63 x 62] intentionally omitted <==
==> picture [63 x 62] intentionally omitted <==
Tiny Ultra-fast Low Power Consumption
==> picture [62 x 62] intentionally omitted <==
Reliable
14
From Tiny to Giant – Smart Navigation
Agriculture Application Navigation Equipment Reliable High Temp. High Rugged Humidity IP67 Oil Resistant
15
From Tiny to Giant – Smart Manufacturing
==> picture [841 x 439] intentionally omitted <==
----- Start of picture text -----
High Precision
Equipment
Cable
High Tech Precision Interconnection
Cleaningless Reliable
16
----- End of picture text -----
From Tiny to Giant – Smart Manufacturing & Logistics
==> picture [823 x 423] intentionally omitted <==
----- Start of picture text -----
Automated
Factory/
Warehouse
Remote Automated Automated Tracking
Control Manufacturing Logistics
Power Cable Smart Logistics Tablet Bluetooth Adapter
17
----- End of picture text -----
From Tiny to Giant – Smart Wearable Devices
==> picture [819 x 403] intentionally omitted <==
----- Start of picture text -----
Smart
Wearable
Devices
GPS Pet Tracker Smart Tracking Alarm
Antenna Monitoring Notification
Fitness Monitoring Smart Data Transfer Charging
& Tracking Devices Monitoring
Charger
----- End of picture text -----
18
From Tiny to Giant – Smart Living
==> picture [819 x 399] intentionally omitted <==
----- Start of picture text -----
Electric
Fireplaces
Touch Energy Remote Humidify
Screen Saving Control
Customization Residential Commercial Electric
Fireplaces
----- End of picture text -----
19
Never Stop Growing
20
Never Stop Growing – Revenue
==> picture [695 x 461] intentionally omitted <==
----- Start of picture text -----
2010-2016 Q3
NTD Million
14,000
12,111
11,643
?
12,000
10,012 [ 10,555 ] 9,979
8,922
10,000
8,347
8,000
6,000
4,000
2,000
-
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
----- End of picture text -----
21
Never Stop Growing – Gross Profit 2010-2016 Q3
==> picture [681 x 412] intentionally omitted <==
----- Start of picture text -----
NTD Million
Gross Profit(%)
25.00% 24.33%
24.00%
22.48%
23.00%
21.73%
21.50% 21.49%
22.00% 21.36% 21.30%
21.00%
20.00%
19.00%
18.00%
17.00%
16.00%
15.00%
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
----- End of picture text -----
22
==> picture [688 x 506] intentionally omitted <==
----- Start of picture text -----
Never Stop Growing – Net Income
2010-2016 Q3
9.13%
Net Income
970
8.01%
NTD Million
?
1000 911
6.82%
900
793
6.28%
800 5.48%
663
5.01%
700
548
600
447
500 403
400
300
200
100
0
2010 2011 2012 2013 2014 2015 2016
Q1-Q3
----- End of picture text -----
23
Never Stop Growing – Dividend Policy 2010-2015
| 2011 | 2012 | 2013 | 2014 | 2015 | |
|---|---|---|---|---|---|
| EPS(NT$) | 2.49 | 2.92 | 3.2 | 3.82 | 4.53 |
| Cash Dividend(NT$) | 1.70 | 2.00 | 2.50 | 2.80 | 3.10 |
| Stock Dividend(NT$) | 0.00 | 0.00 | 0.00 | 0.20 | 0.30 |
| SUM | 1.70 | 2.00 | 2.50 | 3.00 | 3.40 |
| Payout Ratio | 68% | 68% | 78% | 79% | 75% |
| Annual Avg. Stock Price | 21.28 | 24.08 | 30.52 | 48.9 | 53.82 |
| Yield | 7.99% | 8.31% | 8.19% | 6.13% | 6.32% |
==> picture [714 x 188] intentionally omitted <==
----- Start of picture text -----
5
4.53
3.82
4
3.2
2.92 3.1
2.49 2.8
3 2.5 EPS(NT$)
2
2 1.7 Cash Dividend(NT$)
Stock Dividend(NT$)
1
0.3
0.2
0 0 0
0
2011 2012 2013 2014 2015
24
----- End of picture text -----
– Never Stop Growing 2016 Q1-Q3 5 Business Segment Share
NTD Million
==> picture [683 x 442] intentionally omitted <==
----- Start of picture text -----
MEDICAL HEALTH
10%
COMMUNICATION (985.9) AUTOMOTIVE & AVIATION
9%
32%
(910.1)
(3,217)
21%
(2,086)
GREEN ENERGY
INDUSTRIAL
APPLICATION
28%
(2,780)
----- End of picture text -----
25
Never Stop Growing – Risk Diversification 2016 Q1-Q3 Top 20 Client (Total Revenue Share: 55.06% )
| Rank | Client | Shares | Rank | Client | Shares | 6 |
|---|---|---|---|---|---|---|
| 1 | G* | 7.38% | 11 | Q* | 2.09% | |
| 2 | G* | 5.62% | 12 | N** | 1.99% | |
| 3 | H**** | 4.24% | 13 | A* | 1.94% | |
| 4 | V* | 4.03% | 14 | B** | 1.76% | |
| 5 | Z**** | 3.63% | 15 | H** | 1.59% | |
| 6 | D** | 3.20% | 16 | H** | 1.55% | |
| 7 | G* | 3.14% | 17 | E* | 1.52% | |
| 8 | T** | 3.05% | 18 | B** | 1.27% | |
| 9 | E** | 2.63% | 19 | 同*** | 1.19% | |
| 10 | S** | 2.10% | 20 | D**** | 1.14% 2 |
Ignite the World
27
Ignite the World – SINBON Everywhere
28
Ignite the World – Awards
==> picture [160 x 162] intentionally omitted <==
==> picture [353 x 156] intentionally omitted <==
ASML GE Renewable Energy Supplier Quality 2016 Excellence in Customer Centricity Award 2016
==> picture [201 x 156] intentionally omitted <==
MedAccred
First Company in Asia to Achieve Accreditation
Goldwind
2015 Excellent Quality Management Award 2015 Quality Excellent Award
29
Ignite the World – Exhibitions
==> picture [242 x 182] intentionally omitted <==
==> picture [242 x 182] intentionally omitted <==
Malaysia Defense Services Asia Singapore Aircraft Interiors Expo Asia
==> picture [242 x 182] intentionally omitted <==
Shanghai EVSE
==> picture [242 x 161] intentionally omitted <==
Taiwan SEMICON
==> picture [241 x 161] intentionally omitted <==
Germany Electronica
30
Ignite the World – Share · Love
==> picture [122 x 171] intentionally omitted <==
==> picture [115 x 171] intentionally omitted <==
Music Foundation for The Blind
==> picture [227 x 171] intentionally omitted <==
Taiwan Fund for Children and Families
==> picture [277 x 171] intentionally omitted <==
Hope Primary School
==> picture [114 x 171] intentionally omitted <==
==> picture [115 x 171] intentionally omitted <==
==> picture [114 x 171] intentionally omitted <==
United Way Support Non-toxic Farming of Taiwan
==> picture [228 x 171] intentionally omitted <==
Huashan Social Welfare Foundation
==> picture [228 x 171] intentionally omitted <==
Miaoli Light Pole
31
2016 SINBON Investors Conference
32