N ORTH A SIA S TRATEGIC HOLDINGS LIMITED 2 0 1 2 Corporate Presentation
Contents North Asia Strategic (NAS) Overview About American Tec About Coland Group About Perfect Combo Our Way Forward 2
N orth A sia S trategic (NAS) Overview 2012 2010 • Announced 10- for-1 share (Stock Code: 8080) 2008 consolidation • Turnaround and profitable • Distributed a • Acquired sale of TKC at 2007 special 33.74% IRR of 21% dividend of interests in US$35 million • NAS raised 2006 TK Chemical • Distributed a about US$127 Corporation special million in (TKC), a South dividend of • NAS raised second 2005 Korea about US$70 about US$165 placement corporation million from million in first TKC sale placement • North Asia • Granted Burger Strategic King franchise • Acquired 100% Holdings in Hong Kong interests in Limited, and Macau American Tec a GEM listed company in • Acquired 40% Hong Kong interests in Coland Group 3
NAS Leadership Board Members • Daniel Yu, Chairman & ED – Former President of Sun Microsystems, Greater China • James Tsiolis, Deputy Chairman & NED – CEO of Strategic Capital Management Ltd. • George Forrai, INED – Former Founder and Partner of Baker & McKenzie Hong Kong • Kenny Tam, INED – CPA & Former President of The Society of Chinese Accountants & Auditors • Philip Ma, INED – Deputy Chairman and CEO of The Sincere Company, Limited • Jason Brown, NED – Head of Global Special Situations Group of Goldman Sachs -- Enoch Wu as his Alternate – Executive Director of Goldman Sachs • Takeshi Kadota, NED – Former SVP of Financial Svcs Division Mitsubishi Senior Management & Key Personnel of Portfolio Companies • Grace Luk – COO/CFO of NAS, Former Vice President of Dresdner Kleinwort Benson’s China PE Group • Ong Kay Huat – CEO of American Tec Group, Former President of Far East Valor Computerized System • Andy Wong – CFO of American Tec Group • Wong Chun – Founder, Chairman & CEO of Coland Group 4
NAS Portfolio Companies Coland Group Perfect Combo American Tec • A leading • A franchisee for • System provider in the developing and Solutions for processing and operating Manufacturing supply of Burger King Smart fishmeal, fish restaurants in Electronic oil and aquatic Hong Kong Devices feeds in China 5
NAS Snapshot Divisions Revenue (HK$) Employees Hi-tech distribution and services: American Tec 892,404,000 247 Fishmeal, fish oil and aquatic products: Coland Group 744,236,000 240 Branded food restaurants: Burger King 143,006,000 575 Holding - 10 Information as of 31 March 2012 1,779,646,000 1,072 Revenue Employees Hi-tech distribution and services Hi-tech distribution and services Fishmeal, fish oil and aquatic products Fishmeal, fish oil and aquatic products Branded food restaurants Branded food restuarants Holding 1% 8% 23% 50% 42% 54% 22% 6
About American Tec About American Tec American Tec – System Solutions for Manufacturing Smart Electronic Devices Sales & Service network covering more than Company with about HK$892 million annual 25 regions in China, Vietnam and India - Fast & Efficient Delivery System revenue, 247 employees for FY11/12 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 Network Coverage • China • Vietnam Over 500 + customer base • India 7
American Tec Snapshot Over 25 Years, Exceeding with every transition ！ 2012 2011 2010 2009 2007 2000-2004 2006 1997 1993 1987 1986 American Shenzhen Developed Tianjin Speeds up Joined Vietnam Suzhou Suzhou Launched Launched Tec was Branch, S.West Company expansion NAS, office company Training ATS brand, DMS founded Shanghai Market founded strategy, American founded established Centre ATS Centre, Solution & Beijing adding close Tec Group added Strategic biz Offices to 20 sales & established transition 8 founded services sites
American Tec Customers Solid Customer Base: 500+ Home Computer Semiconductor Consumer Electronics Electronics Equipment Medical Automotive Mobile / Wireless LED Electronics Electronics Device 9
American Tec Suppliers SMT Manufacturing Equipment PCBA Process, Assembly & Test 10
American Tec Suppliers Advance Semiconductor Packaging and Processing Solution Lead Frame & BGA & QFN & LED Process Sawing Wafer Die Bonding Plasma Laser Marking Wire Bonding Dispensing & Sorting Mounting Cleaning 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
About Perfect Combo Perfect Combo – A franchisee for developing and operating BURGER KING restaurants in Hong Kong since 2007 BURGER KING BURGER KING HONG KONG • Founded in 1954, the second largest • Brand building initiated since 2007 fast food hamburger chain in the world • Currently operating 13 restaurants in high density Kowloon, New • In 2012, began trading on the New Territories residential areas and retail York Stock Exchange locations in Hong Kong • Currently operating in over 12,500 • Awarded “Favorite fast food locations serving over 11 million restaurant” for 4 consecutive years guests daily in 82 countries and (2009 – 2012) by U magazine (a territories worldwide popular travel & leisure magazine) 12
About Perfect Combo Operating restaurants in Awards renowned retail locations, commercial districts and residential areas in Hong Kong 13
About Perfect Combo Local Offering Global Offering 14
About Coland Group Processing & sale of Processing & sale of aquatic products fishmeal Farming & sale of Refining & sale of marine species fish oil Manufacturing & sale Concentration & sale of aquatic feeds of fish oil products 15
About Coland Group Coland – A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China Fishmeal: Branches and Representative Offices in the most Sourcing brown and white fishmeal from Peru, Chile, USA and Russia, etc. significant aquaculture sites in China with extensive distribution network and logistic support. Largest Raw Fishmeal Importer in China in the year of 2011 Feeds: “Top 30 Feed Enterprises in China”, with annual processing capacity of 100,000 mts JV with Nosan Corporation, a sizeable feed company in Japan Fish Oil: Largest Fish Oil Refinery and Supplier in China, with annual refining capability of 30,000 mts Large scale Concentrated Fish Oil Plant in Lianjiang Aqua- Leading Enterprises of Aquaculture culture: Industrialization of Fujian Fish Farming and Producing Plant with 2,000 Headquarters/Business Centre acres in Wuhan Branches 16
Our Way Forward Direction 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 Profitability Providing guidance and assistance to each portfolio company to enhance strategic positions and to achieve higher profitability Shareholders Carefully evaluate and review options as to how we may Value effectively manage, deploy and apply available cash resources to meet operational needs and for the benefit of our shareholders as a whole 17
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
Contact Us North Asia Strategic Holdings Limited Business : Unit 1-5, 16th Floor, Futura Plaza Address 111-113 How Ming Street, Kwun Tong Kowloon, Hong Kong Stock Code : 8080 Website : www.nasholdings.com Investor Relations Tel : (852) 2622 0880 Fax : (852) 2169 0209 Email : enquiry@nasholdings.com 19
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