SYNCMOLD — Investor Presentation 2023

Sep 27, 2023

International Professional Excellent

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Syncmold Enterprise Corp

2023/9

Syncmold Introduction

❖ Employee: 5,500 (2023/3)

• ❖ 2Q23 Share Capital: NT$1.24B

❖ 2Q23 Book Value per Share: NT$42.7

❖ Major products: ❖ Electronic component application (Monitor/TV/AIO hinge & stand) ❖ Plastic moldling & Injection

• ❖ Aluminum and magnesium die-casting: Gatetech

• ❖ Precise hinge & stamping: Leohab

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Global Monitor Industry Forecast

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Shipments(Million)
145
139
135
128
127
2019 2020 2021 2022 2023(F)
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Source: Trendforce 2023/Q1
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Revenue Breakdown

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Y2021 Y2022
7%
8%
16%
14%
7%
9%
60%
65%
7%
8%
Monitor AIO TV Subsidiaries Others
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Revenue Breakdown

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2Q22 2Q23
18%
5%
14%
8%
11%
62%
10%
64%
9%
Monitor AIO TV Subsidiaries Others
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Manufacturing Sites

Suzhou: Qisda、Pegatron、Compal、Quanta Kunshan: self-made Gatetech-Suzhou(73%): die-casting Leohab-Suzhou(70%): stamping Chongqing: Foxconn、Quanta、Inventec

Fuzhou: TPV、L&T Fujian: TPV、L&T、self-made Fuqing: self-made DongGuang: self-made 、Funai Zhongshan: Wistron、SONY

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Leohab-Thailand(70%)：stamping
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Taoyuan: assembly、automation Gatetech-Taoyuan(73%): die-casting Leohab-Taichung(70%): stamping Highgrade(38%): TV wall bracket, medical cart Vietnam：Qisda、Wistron

Group Application Scope

Leohab ／Stamping

Gatetech / Die-Casting

• Precise 360° small hinge

• SSD

• Rugged NB

• thermal products

• Automotive parts

• keyboard brackets

Vertical integration to enhance components supply Horizontal cooperation to develop new applications

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• Syncmold

• • Monitor Stand Computer, Gaming, AIO, TV

Revenue and EPS

Revenue(NT$B)EPS(NT$)

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Revenue EPS
7.81
7.61
7.19
6.07
5.71
5.28 5.32
4.37
2.03
3.00
9.1 10.1 9.5 9.1 8.9 8.8 8.6 9.7 10.2 9.8
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
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Note: EPS is calculated by net income/quarter-end capital

Quarterly Revenue and EPS

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Revenue(NT$B)EPS(NT$)
Revenue EPS
2.8
2.5
2.2
1.38
1.31 1.8
1.8
1.22
0.30
0.23
2Q22 3Q22 4Q22 1Q23 2Q23
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Note: EPS is calculated by net income/quarter-end capital

Deliver Higher ROE

2017-2022 Avg. pre tax ROE( income before tax/equity)

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20 %
18%
14%
12%
Syncmold Hinge Electronics component TWSE
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Note: given only pre-tax profit data disclosed from TWSE, we use pre tax ROE to be benchmark
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Competitive Advantage

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Business
Advantage
Strong
management ability
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Patent advantage Obtained more than 140 patents in Y2022, with 925 accumulated patents.

Stable relationship with customers Long-term cooperation with brand clients, leading and formulating industrial specifications, and providing customized products and stable supply.

Strong management ability Deliver higher ROE than peers as well as sufficient and stable free cash flow.

Strategy and Prospect

Long-term Goal Expand the operational scale of the group and enhance profitability.

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• Diversify product applications.

• Integrate existing customer resources and expand collaborative projects.

• Mitigate production risks in single area.

• • Subsidiaries’ operation bring synergy to the group

Short-term Goal

Continuously integrate the group resources, adjust capacity allocation.

• Adjust factory production configuration and enhance efficiency, effectively control cost structure.

• Increase the pace of establishing Southeast Asian facilities.

• • Ensuring Stable Growth and Increasing Profitability

Note: EPS is calculated by net income/quarter-end capital

Syncmold Enterprise Corp

Q & A

Thank You for Listening

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