banpu public company limited
TRANSCRIPT
Banpu Public Company LimitedThe Asian Face of Energy
BANPU Business Overview
BANPUis a managing coal and coal-related business
BANPUHas over 6,000 staffs in 4 countries
BANPUInvested in several countries in Coal mines, and Power Plant
BANPU Brief History
in1983The Company was founded
With registered capital of 25 Million Bath
in1989
Listed on the Stock Exchange of Thailand
in1991
Started its coal business in Indonesia First time to invest in foreign market
Structure of BANPU Group
¦·¬oµ��¼� � � � �ε´� � � ¤®µ� �
99.99%
¦·¬oµ��¼Á¡µÁª°¦r�ε��� � � � � � � �
100.00%
100.00%
50.00%
99.99%
99.96%
99.99%
Banpu Coal Investment Co. Ltd.
Banpu Minerals(Singapore) Pte. Ltd.
¦·¬oµ��¼� � � � �°· Á°¦r� � Á� � É� Â� ¨ ε´� � �
¦·¬«·µ¤ ¸Îµ´� � � � � �
Banpu Coal LLC
¦·¬Á®¤º° Á¥¤nª ε��� � � � � � � � �
100.00%
¦·¬«·µ¤ ®· °n° ε��� � � � � � � �
100.00%
Hebi Zhong Tai Mining Co.,Ltd.
40.00%
¦·¬¸� � � ° ¡¸�Á¡µÁª°¦rε´� � �
49.00%
Tangshan BanpuHeat and Power
Co., Ltd
12.08%
100.00%
100.00%
Zouping Peak Pte. Ltd
100.00%Banpu Power
Investment (China) Co., Ltd
Shijiazhuang ChengfengCogen Co., Ltd
Pan-Western Energy Corporation LLC
Zouping Peak CHP Co., Ltd
70.00%
100.00% 87.92%
Asian AmericanCoal Inc.
100.00%
Shanxi Gaohe Energy Co., Ltd.
45.00%
100.00%
Banpu SingaporePte. Ltd.
50.00%
AACI Gaohe(HK) Holdings Limited
100.00%
99.99%
¦·¬¡ ð� � � Áª°¦r r�¸� Áª °� Á¤ r� � ε´� � �
¦·¬oµ��¼� � � � � ¤· °¦´� � ε´� � �
¦·¬oµ��¼� � � � � ¡µªÁª°¦r°· Á°¦r� � Á� � É� Â� ¨ ε´� � �
Banpu Power Investment Co., Ltd
0.20%
99.80%100.00%
AACI SAADEC (BVI) Holdings Limited
100.00%
Hongsa Power Co., Ltd.
40.00%
100.00%
Banpu Australia Co. Pty Ltd.
Phu Fai Mining Co.,Ltd.
37.50%
1.00%
99.99%
99.99%
99.99%
99.00%
PT.IndomincoMandiri
PT.Kitadin
PT.TrubaindoCoal Mining
PT.BharintoEkatama
99.67%
PT.JorongBarutama Greston
99.99%
100.00%
PT.Indo Tambangraya
Megah Tbk
65.00%
Centennial Coal Co., Ltd
100.00%
� � � oµ ¼¡¨ µÄ®¤n� � � � � �ñ ·Ê r� �
99.99%
� � � Å� ð¢¼Á° ÁÁª�° Á¤ r� � � ñ ·Ê r� �
� � � ¦³ ª ¡¨´µ¨¤� � � � � �� � � Á¡ ¦Á¬¤� �
¡¨ µ ¤� � �� � � ¤·¦£µ¡¡¨´µ¨¤� � � �
99.99%
99.99%
99.99%
99.99%
¼¦µ¥ ³Á°¥ ®oµ É� � � �
30.00%
� � � »¦· ¦r� � ¦� �Á°È� Á°¦r� ¥
¦·¬oµ��¼Ã�� � � � � �Á¡µÁª°¦rε´� � �
Banpu Australia Resources Pty. Ltd.
100.00%
¼¦µ¥ ³Á°¥ ®oµ É� � � � 4
Hunnu Coal Limited
HunnuCoal
Limited
Hunnu Investments Pte Ltd
100.00%
Hunnu Holding Pty Ltd
100.00%
100.00%
Hunnu Resources LLC
100.00%
Hunnu Coal Limited (Hong Kong Limited
100.00%
Munkh Sumber Uul LLC
70.00%
Great East Minerals LLC
60.00%
Golden Gobi Mining LLC
80.00%
Bilegt Khairkhan Uul LLC
100.00%
Hunnu Power LLC
Borganchan LLC
Hunnu Gobi Altai LLC
Rio Ad LLC
Hunnu Altai LLC
60.00%
80.00%
70.00%
100.00%
70.00%
Zuchid Ord LLC
90.00%
Munkhnoyon Suvraga LLC
°oµ°· µ®oµ É� � � � � � 32
Centennial Coal Co.
Ltd
100.00%
Centennial Inglenook Pty Ltd
100.00%
Centennial Coal Sales and Marketing Pty Ltd
100.00%
Centennial Northern Coal Services Pty Ltd
100.00%
Centennial AirlyPty Ltd
100.00%
Berrima Coal Pty Ltd
100.00%
Centennial Angus Place Pty Ltd
100.00%
Centennial Coal Infrastructure Pty Ltd
100.00%
Centennial Fassifern Pty Ltd
100.00%
Centennial Northern Mining Services Pty Ltd
100.00%
Centennial MandalongPty Ltd
100.00%
Centennial Mannering Pty Ltd
100.00%
Centennial Munmorah Pty Ltd
100.00%Centennial Myuna
Pty Ltd
100.00%
Centennial Springvale Holdings Pty Ltd
100.00%
Centennial Newstan Pty Ltd
100.00%
Charbon Coal Pty Ltd
100.00%
Coalex Pty Ltd
100.00%
Hartley Valley Coal Company Pty Ltd 100.00%
Centennial Clarence Pty Ltd100.00%
Ivanhoe Coal Pty Ltd 100.00%
Powercoal Employee Entitlements Company Pty Ltd100.00%
Preston Coal Pty Ltd
Powercoal Pty Ltd
100.00%
Elcom Collieries Pty Ltd
100.00%
Mandalong Pastoral Management Pty Ltd
100.00%
Huntley Colliery Pty Ltd
100.00%
Collieries Superannuation Pty Ltd
100.00%
PowercoalSuperannuation Pty Ltd
Boulder Mining Pty Ltd
Springvale Coal Sales Pty Ltd
Springvale Coal Pty Ltd
Clarence Coal Investments Pty Ltd
Clarence Colliery Pty Ltd
Clarence Coal Pty Ltd
100.00%
100.00%
50.00%
100.00%
100.00%
100.00%
100.00%
°oµ°· µ®oµ É� � � � � � 32
Port Kembla Coal Terminal Ltd.
16.66%
Centennial Springvale Pty Ltd
100.00%
BANPU Organization Chart
SWOT ANALYSIS
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS
• Reliable Supplier• Variety of Products• Consistency in
Quality• Flexibility of Delivery
• Unpredictable Overhead costs
• Out-Of-Stock Issues
• Market Expansion in Indonesia
• Windmill as another source of energy
• Weather Condition• Political Risk
Negative
Internal factors
Externalfactors
Positive
BANPU Current Export Status
2011 2010 2009
Income
% Income
% Income
%
Domestic Income
5,020 4.47 3,603 5.52 4,711 8.14
Export Income
107,384 95.53 61,366 94.22 53,154 91.86
(Income in million bath)
BANPU Production and Market
Coal Business
Power Business
BANPU Coal Business
BANPU Indonesian Coal Mines
BANPU Australia Coal Mines
BANPU China Coal Mines
5 Coal mines
2 Coal mines
10 Coal mines
Product description
One of the most important Energy source
Coking Coal ?
Thermal Coal ?
Product description
Train Heat
Fertilizer Electricity
Target Customer and User
Each 35%
Other will be send to South Korea, Taiwan, Philippine, and Thailand
Target customer and user
Distribution channel
FOB
In some case, they may hire messenger boat to send item to messenger
Customer support
Negotiation
Available supply
Coal price can go up and down but not as much as oil price
Organizational Structure
Export ManagerMr. Somchai
WatcharachatchawalSenior Manager – Shipping & Scheduling15 years of experiences as A
- Schedule the shipment- Arrange the ship- Contact the logistic companies
Most Promising Market
India China Australia
- World’s Greatest demand- 25% Increased of sales in the past
year
Demand Trends
- Customer satisfaction survey- Quality Control Program- Complaint Response Management- Market Intelligence- Customer Relationship Management
Competitive Analysis
L/C T/G
Only for Japanese customerAll customer
Distribution
Trading company Agent