Transcript

(NASDAQ: SINO)

“Simplifying the Shipping Process”

Investor Presentation

v. 2008-06-24

October 2008

Safe Harbor

�In this presentation, we make estimates and forward-looking statements that are the current beliefs and opinions of certain members of Sino-Global management. These statements are indicated by such terms as “plans to,” “preliminary,” “goal,”“will,” “believe,” “targeting,” “expect,” “anticipate,” “intend”and “likely.” They may include statements regarding future revenues or expenses, earnings and operations, as well as statements regarding demand for the company’s services and the company’s ability to achieve its targets, goals and initiatives. We can give no assurance regarding the achievement of these forward-looking statements, as they are only estimates, and the actual outcomes may be significantly different. Additionally, weexpect that these forward-looking statements will change in the normal course of our business, and management specifically disclaims any obligation to update forward-looking statements that we may make in today’s presentation.

�Please refer to the sections captioned “Forward Looking Statements” and “Risk Factors” in Sino-Global’s Form 10-KSB, September 29, 2008.

Who We Are

We are a leading, non-state-owned provider of high-quality shipping services registered in the United States in 2001

and operating primarily in China.

History� Registered in the United States in 2001

� IPO on NASDAQ Capital Market in May 2008

Business

� A leading, non-state-owned shipping agency

� Operating in the United States, Mainland China, Hong Kong and Australia

� Providing high-quality shipping agency services surrounding the entire shipping process, into, within, and away from China’s ports

� ISO9000 and UKAS certified in recognition of the quality of our services

Location

� Head Office in New York, U.S.A.

� Operational headquarters in Beijing, China

� Subsidiaries in Perth, Australia and Hong Kong, China

� Local branches in six of China’s 76 ports and contractual arrangements in all those where we do not have branch offices

Key Financial Data

For the years ended June 30, 2007 June 30, 2008

� Revenues $10.09 million $15.1 mil

� Net income $1.04 million $0.1 mil

Company Overview

Our Services

� Intelligence and Analysis� Conduct analysis surrounding prospective shipments, including timely weather reports and port information that help clients realize efficient and economical shipping solutions

� Leverage our extensive network and strong market position to negotiate competitive rates with local ports for husbanding, unloading, and loading our clients’ vessels

� Audit port bills for unreasonable charges that violate regulatory guidelines, helping our clients remain competitive

� On-the-ground Execution and Support � Handle paperwork to avoid duplicative layers of administration

� Coordinate with port authorities to manage customs processes as well as oversee and settle cargo claims

� Provide strategic recommendations for complementary services such as trucking and warehousing

� Work with vessels of all sizes and types and accommodate diverseshipping requirements

Port Services Network

• Offices in six Chinese ports: Fangchenggang, Ningbo, Qingdao, Qinhuangdao, Tianjin and Zhoushan

• Contractual arrangements in other 70 ports in Mainland China

• Subsidiaries in Perth, Australia and Hong Kong, China

• Able to offer a consistently high level of service under the Sino-Global brand in all Mainland Chinese ports, as well as Hong Kong and Western Australia

Port Branches

Operational headquarters

Qinhuangdao

Beijing

Ningbo

Qingdao

Tianjin

Zhoushan

Hong Kong

Fangchenggang

Australia–China Service

� Subsidiary in Perth, Western

Australia

� Contractual arrangement with

leading Australian agency bringing

greater number of ships serviced in

China

� Service Western Australia’s busiest

ports including Dampier, Hedland

and Walcott

� Enhance service to existing clients,

especially those operating in the

steel industry

� Attract new business opportunities

145 million tons (36%) of the 400 million tons of iron ore imported into China in 2007 originated in Western Australia*

*Source: China Customs

Our Strengths

� Ability to offer a consistent level of service in each of Mainland

China’s 76 commercial ports as well as Hong Kong and Western

Australia

� Quality of services provided to customers

� Strength of information management system

� Strength of personnel and administration

� Reputation for reliability and responsiveness to customer requests

� Low-cost expansion strategy

� Ideally positioned between two large, state-owned competitors

and over 1,400 small agencies with limited reach and funding

� Positive relationships with third parties in local ports

� ISO9001 and UKAS certified to recognize the quality and

efficiency of our services

Our Opportunity

� Early mover advantage

� Favorable macro environment

� Highly fragmented market

� Room for significant consolidation

Industry History

1953: PRC nationalizes all foreign shipping interests and forms a state-owned shipping agency with 100% market share.

1985: PRC reforms industry and introduces a second state-owned shipping agency.

1990: PRC adopts the International Ship Agency Management and Stipulation which allows state-owned companies to compete in the shipping agency industry.

2001: Sino-Global founded under the name Sino-Global Shipping Consulting Ltd. with subsequent name change to Sino-Global Shipping Agency, Ltd.

2002: Further reforms allow private entities and joint ventures between Chinese and foreign entities to compete in the shipping agency industry.

2002 & 2003: The Chinese and American Marine Transportation Agreement (2003) and the New Round Chinese and European Union Marine Transportation Agreement (2002) are signed, allowing shipping transportation enterprises that are wholly owned by American and European Union businesses, respectively, to provide shipping agency service for their parent companies.

2008: Sino-Global lists on NASDAQ Capital Market under ticker: SINO.

Industry Growth

*Source: China Statistical Yearbook 2007

1.6

2.0

2.4

2.9

3.4

2002 2003 2004 2005 2006

MILLIONS OF TONNES

Volume of Freight Handled in Coastal Ports*

CAGR = 20.7%

0.62

0.85

1.15

1.42

1.76

2002 2003 2004 2005 2006

US$ TRILLIO

N

Total Value of Imports & Exports*

CAGR = 29.8%

The shipping industry in China is expanding rapidly in line with the growing Chinese economy

Our Strategy

� Attract, motivate and retain top talent

� Expand internationally through contractual arrangements with leading local agencies

� Establish local branches in additional ports in China

� Increase our market share through acquisition of smaller competitors in a highly fragmented market

� React quickly to opportunities to offer new services to our clients

� Maintain working relationships with third parties in port cities

� Increase profile of United States operations

Organic Growth Opportunity

� Industry opened to private competition in 2003, before which two state-owned shipping agencies held a duopoly

� More than 1,400 small agencies now compete as well

� Our advantage:

With approximately 1% market share in 2006, we believe we are ideally positioned to begin consolidating the small agencies while competing with the two large, state-owned competitors on quality of service

Acquisition Opportunities

� A highly fragmented industry and strong cash position creates opportunity to acquire peers and expand our market share. We make acquisitions with the following goals:

� Acquire top talent and experience

� Expand our operations in China’s 76 ports

� Obtain local knowledge and contacts

� Expand and differentiate our service offering

Our Clients

� Two of our key clients are:� Beijing Shou Rong Forwarding Service Co., Ltd, an affiliate of

Capital Steel, providing services for all iron ore shipments into China.

� Jardine Shipping Agencies (Hong Kong) Ltd, a shipping service provider and key representative of BHP Billiton Iron Ore Pty Ltd, one of the world’s largest iron ore providers based in Australia

� We provide shipping agency services to clients from eight different countries� Australia, Greece, Hong Kong, Italy, Norway, South Korea,

Switzerland, Thailand and the United States of America

Iron Ore Imports

• Iron ore shipments provide the majority of Sino-Global’s revenue

• Iron ore is a key resource supplied to China by sea

• Strong future demand means strong revenue growth for Sino-Global

Chinese Iron Ore Imports*

112148

208

275

326

383

2002 2003 2004 2005 2006 2007

MILLION MT

2002-2007 CAGR = 27.9%

China is currently the world’s largest consumer of Iron Ore*

*Source: China Customs

Strong Top Line Growth

Revenue

8.910.1

15.1

2006* 2007* 2008*

US$ M

ILLIO

NS

Net Income

530

1,041

134

2006* 2007* 2008*US$ THOUSANDS

*Full year numbers are from July 1 until June 30

§2008 net income includes costs associated with becoming a public company and currency exchange rate losses

30.3%

CAGR

§§§§

486.2%

-15.8%

33.4%

230.1%

1,725.44%

-88.3%

-87.1%

-86.1%

49.5%

Y/Y (%) 2008 2007

Financial Year Ended June 302008 2007 2006

(in US Dollar)

169.3%614,6871,655,2039,702,440Net Assets

n/a(66,362)308,610260,001Non-controlling Interest

42.3%1,257,3481,788,7482,386,389Total Current Liabilities

107.8%1,805,6733,752,56112,387,814Total Assets

47.8%356,026526,0919,603,250Cash and Cash Equivalents

100%0.290.580.07EPS

96.4%529,8381,040,516133,694Net Income

104.7%616,1111,260,918174,115Income from Operations

13.1%8,924,78610,090,87915,087,238Total Sales

Full Year 2008 Earnings Results

Contact Information

In China:

Ms. Flora TianOgilvy Financial, BeijingTel: +86 10 8520 6524Email: [email protected]

In the United States:

Ms. Manxi LiuOgilvy Financial, New YorkTel: +1 212 880 5361Email: [email protected]

For more information on Sino-Global, please contact:

Appendix: Management Team

� Served as chief operating officer since September 2008� Worked for 22 years with Penavico Yantai, a branch of Cosco Logistics

filling various roles including deputy general manager� Worked at No. 2 Company of Yantai Port from 1981 to 1986� Received a Diploma from Yantai Water-Transport Technology School

Mr. Dong, Xun Yi COO

� Served as vice president since 2002� Prior to becoming VP, served in various roles with Sinoagent � Received a Bachelor’s degree from Guangxi University in 1999

Mr. Huang, Zhi Kang Vice President

� Director and CFO since 2007� Former partner in Baker Tilly China, and a lecturer at Monash

University in Australia� Received a Bachelor’s and Master’s degrees in accounting from

Tianjin University of Finance and Economics, and an additional Master’s degree in Commerce from the University of Newcastle

� A Certified Management Accountant in Australia

Mr. Zhang, MingweiDirector and CFO

� Founded Sino-China in 2001� Prior to founding Sino-Global, Mr. Cao was a chief representative of

Wagenborg-Lagenduk Scheepvaart BV, Holland, director of Penavico-Beijing shipping agency, and a seaman for COSCO-Hong Kong

� Received an EMBA degree in 2008 from Shanghai Jiao Tong University

Mr. Cao, Lei Director and CEO


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