8i holdings limited - asx · 1/13/2017 · ouija: origin of evil feb 2017 event activation...
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8I Holdings LimitedGroup Overview & Updates
13 Jan 2017
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DisclaimerThis presentation was prepared exclusively for the benefit and internal use of the recipient and does not carry any rights ofreproducing any part of this discussion paper to any party. This presentation is preliminary in nature, and is incompletewithout any proper reference to, and should be viewed solely in conjunction with, the oral briefing provided by 8I HoldingsLimited. No part of this document may be reproduced or copied in any form or by any means without prior writtenpermission or consent of 8I Holdings Limited.
In preparing this presentation, we have assumed that all the information in all publicly available sources and those providedby the management and promoters are accurate and reasonable. Accordingly, the information has not been independentlyverified. No warranty or representation, express or implied, is made with respect to the information set out in thispresentation, nor will 8I Holdings Limited be responsible for the consequence of reliance on any opinion or statement setout herein.
Please note that this presentation is an outline on an indicative basis and does not represent a commitment from 8IHoldings Limited to finance on behalf of the recipient of this presentation in any form. This presentation would include butare not limited to those summarised herein and are subject to market conditions at the time of documentation.
This presentation was prepared based on regulations and guidelines currently in force which are subject to changes fromtime to time. If the time for the implementation of our recommendation extends into the future, our findings andrecommendations may not necessarily apply due to changing business and regulation conditions. Accordingly, we suggestcontinual discussions, especially prior to any implementation of our recommendation to confirm its appropriateness.
Prior to entering into any transaction contemplated hereby (a “Transaction”) you should determine, without reliance upon8I Holdings Limited, the economic risks and merits (and independently determine that you are able to assume these risks),as well as the legal, tax and accounting characterisations and consequences of any such Transaction. In this regard, byaccepting this presentation, you acknowledge that (a) we are not in the business of providing (and you are not relying on 8IHoldings Limited for) legal, tax or accounting advice, (b) there may be legal, tax or accounting risks associated with anyTransaction, (c) you should receive (and rely on) separate and qualified legal, tax and accounting advice and (d) you shouldapprise senior management in your organisation as to such legal, tax and accounting advice (and any risks associated withany Transaction) and our disclaimer as to these matters.
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Group Overview
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Education
Built on the bestlearning methods,to equip you withthe knowledge andt o o l s t o b r i n gsuccess to yourf inancial journey
KNOWLEDGECHAMPIONS
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8IE #1; FJI #3(1)
Note: (1) Ranking by market share; source – Euromonitor as of 31 Dec 2016
8IE & FJI: Existing
FJI: Existing
8IE: Existing
Education
KNOWLEDGECHAMPIONS
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To achieve long-te rm investmentreturns in l is tedequities through afocused strategy ofinvesting in AsianHidden Champions
Investments in Public Market
HIDDENCHAMPIONS
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To invest in GrowthC h a m p i o n s –private businessesw i t h s t r o n g ,sustainable models,high scalability andlong-term growthp o t e n t i a l
Investments in Private Market
GROWTHCHAMPIONS
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8IH Business EcosystemF
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8IH Value Creation
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Major Shareholders: 50.4%Ken Chee 24.0% Exec Chairman, 8IHClive Tan 18.1% Exec Director, 8IH
Cheshire Utd 6.1% Owned by Ken, Clive & Pauline
Pauline Teo 2.2% CEO, 8IE
Committed Major ShareholdersF
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1.5 2.4
6.7
12.3
20.8 21.0
7%
29%
48% 44%
84% 76%
0%
25%
50%
75%
100%
0.0
10.0
20.0
30.0
FY12 FY13 FY14 FY15 FY16 1H17Revenue NPAT Margin
Revenue (S$m) NPAT Margin
Robust Financial GrowthF
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RevenueS$21.0m
48%15%
37%
60%20%
20%
Adj. EBITDAS$16.6m
EducationInv. Private Mkts
Inv. Public Mkts
1H FY17 Revenue & EBITDAF
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Business UpdatesEducation
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Funnel
Create Millionaires
Create Awareness
Build Investor Base
Build Investor Community
Build Millionaire Network
Goal
Education FunnelF
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2,374
3,066 2,863
0
2,000
4,000
FY15 FY16 9M FY17
Participants Per Period
Value Growth WorkshopF
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Cumulative*
65 1,034 1,86031 88 217 394
1,0881,433
1,192 1,6762,277
3,127
4,363
5,247
0
2,000
4,000
6,000
8,000
FY12 FY13 FY14 FY15 FY16 9M 17
MIP, M-Circle & VIC
* M-Circle numbers are based on active members.
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3Key
Developments
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#1
§ For entrepreneurs: inaugural “Capital Precession” program held
§ 9M FY17: 85 entrepreneurs§ To extend “Capital
Precession” program regionally in future
Apr 2016
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#2
§ 8IE acquired 51% of Value Investing College
§Both partners will help drive mutual global expansion
May 2016
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#3
§ For youths: first “Get Your Dollar Sense” program held
§ 9M FY17: 31 participants § To introduce GYDS to
Singapore in 2017
Sep 2016
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Business UpdatesInvestments in Public Markets
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25,000 ListCoin Asia Pacific
Eliminate Accounting Fraud &
Corp Mis-governance
1
Eliminate Value-Traps & Narrow-Moats
2
500 Potential3
~20
Finding Asian Hidden Champions
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Successful yet
low profile
Sophisticated, hard-to-imitate
& valuable niche
Global or domestic market
leadership
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Traits of Hidden ChampionsF
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-5.4%
2.8%
8.3%
11.8%
12.8%
24.9%
-10.0% 0.0% 10.0% 20.0% 30.0%
Nikkei 225
STI
ASX200
Hang Seng
MSCI Asia Pacific
Note: (1) Since inception on 01 Oct 2015 till 30 Sep 2016
Market Outperformance(1)
HIDDEN CHAMPIONS
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2Key
Developments
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#1
§Acquired 100% of the management shares of HCF at par value of US$100 to facilitate fund management license application
Oct 2016
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#2
§Has officially submitted application to relevant authorities for fund management license
§Engaged in formal discussions since Oct 2016
Nov 2016
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Business UpdatesInvestments in
Private Markets
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Right Business
Model
Right Financials / Valuation
Right Management
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Investment Selection Criteria
GROWTHCHAMPIONS
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Public Companies(1)
Portfolio of Investees
Private Companies
Note: (1) Velocity Property Group is seeking a listing on ASX in early 2017
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Jun 2016
Jun 2016
Jul 2016
Aug 2016
Advance System &
Consultant
Acquisition New Client New Client New Clients
Digimatic GroupF
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Aug 2016
Oct 2016
Dec 2016
Dec 2016
New Client New Event New Client New Client
Digimatic Group F
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Early 2017Seeking IPO
on ASX
Jun 2018Completion:
ONE Palm Beach
Dec 2016Sales
Update:ONE Burleigh
Headland
Nov 2016Completion:
Vue at Red Hill
Velocity Property GroupF
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WEBSITE Drives Sales Growth
CT HardwareF
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WAREHOUSE Facilitates E-Commerce & Ops
CT HardwareF
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ERP SYSTEM Enhances Inventory Planning
CT HardwareF
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Hemus Pacific – DJ RunF
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8MAD GroupF
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Nov 2016Virtual Realty
Activation Ouija: Origin of Evil
Feb 2017Event
Activation #SWAGRUN
8MAD Group – Brand ActivationF
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8I Vision 2020Inspire & Empower
Growth of 100 million Lives
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Interactive Financial
Forum
CuratedKnowledge
PortalUseful Tools
Financial Intelligence PlatformF
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Account Aggregator
1
Robo/ Bionic Advisor
Asset MgmtPlatform
Payment Gateway
E-Remittance
Wealth Management Platform
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THANK YOU
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