minor food minor hotels minor...

2
MINOR HOTELS MINOR LIFESTYLE MINOR FOOD Minor International Pcl. 99 Berli Jucker House, 16 th Floor, Soi Rubia, Sukhumvit 42 Rd, Bangkok 10110, Thailand Tel: +662-365-7500 Fax: +662-365-6092 Website: www.minorinternational.com IR Contact Mrs. Jutatip Adulbhan Vice President of Investor Relations Tel: +66 2 365 7635 Email: [email protected] Disclaimer: Statements included or incorporated in these materials that use the words "believe", "anticipate", "estimate", "target", or "hope", or that otherwise relate to objectives, strategies, plans, intentions, beliefs or expectations or that have been constructed as statements as to future performance or events, are "forward-looking statements" within the meaning are not guarantees of future performance and involve risks and uncertainties that could cause actual results to differ materially from historical results or those anticipated at the time the forward-looking statements are made. MINT undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. MINT makes no representation whatsoever about the opinion or statements of any analyst or other third party. MINT does not monitor or control the content of third party opinions or statements and does not endorse or accept any responsibility for the content or the use of any such opinion or statement. FACTSHEET

Upload: dinhdiep

Post on 02-Apr-2019

226 views

Category:

Documents


0 download

TRANSCRIPT

MINOR HOTELS MINOR LIFESTYLEMINOR FOOD

Minor International Pcl.

99 Berli Jucker House, 16th Floor, Soi Rubia, Sukhumvit 42 Rd, Bangkok 10110, Thailand Tel: +662-365-7500Fax: +662-365-6092

Website: www.minorinternational.com

IR Contact

Mrs. Jutatip AdulbhanVice President of Investor RelationsTel: +66 2 365 7635Email: [email protected]

Disclaimer:

Statements included or incorporated in these materials that use the words "believe", "anticipate", "estimate", "target", or "hope", or that otherwise relate to objectives, strategies, plans, intentions, beliefs or expectations or that have been constructed as statements as to future performance or events, are "forward-looking statements" within the meaning are not guarantees of future performance and involve risks and uncertainties that could cause actual results to di�er materially from historical results or those anticipated at the time the forward-looking statements are made. MINT undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. MINT makes no representation whatsoever about the opinion or statements of any analyst or other third party. MINT does not monitor or control the content of third party opinions or statements and does not endorse or accept any responsibility for the content or the use of any such opinion or statement.

FACTSHEET

STOCK INFORMATION

5 YEARS STOCK PERFORMANCE

Minor Group

34%

ForeignInstitutions

29%

Osathanugrah Group

9%

Thai Fund

16%

Royal Family

4%

Others

8%

SAUDI ARABIA UAE

EGYPT

TANZANIA

SEYCHELLES

KENYA

MALAYSIA

MALDIVES

SRI LANKA

KOREA

INDONESIASINGAPORE

CAMBODIA

LAOS

MYANMAR

THAILANDVIETNAM

INDIA

CHINA

AUSTRALIA

NEW ZEALAND

BAHRAIN

OMAN

QATAR

Minor International Public Company Limited

Ticker

MINTShare Price(THB/share)

38.25

52 Week Share Price Range

(THB/Share)

34.50 - 45.25

Number of shares

4,618,914,291

Free Float (%)

60.47

SHAREHOLDINGSTRUCTURE

As of 30 Apr 2018 As of 31 Mar 2018

As of 30 Apr 2018

As of 31 Mar 2018

TOTAL ASSETS MARKET CAPITALIZATIONTOTAL REVENUE & NET PROFIT*

KEY FINANCIAL HIGHLIGHTS

TOTAL REVENUE NET PROFIT

2011 2012 2013 2014 2015 2016 2011 2012 2013 2014

41,

623

51,

721

60,

124

2015 2016

74,2

79

98,3

82

108,

453

2011 2012 2013 2014 2015 2016

71,

155

82,

828

130

,051

159,

584

2017

157,

671

THB Million

*Exclude non-recurring items

THB MillionTHB Million

37,

351

Hospitality Restaurant Retail Trading

2017NPAT

3% Minor Lifestyle

35% Minor Food

62% Minor Hotels

40%Minor Food

7% Minor Lifestyle

2017Revenue

Breakdown

53%Minor Hotels

2017 CONTRIBUTION

MOZAMBIQUE

ZAMBIA

NAMIBIA BOTSWANA

LESOTHO

BRAZIL

PORTUGAL

UNITED KINGDOM

HISTORY - KEY MILESTONES

2001

Launched

1988-9

RGR , MFG andMINOR listed

2000

MFG launched

2006

Launched �rst residential project, the Estate Samui

First international expansionwith JV in the Maldives

2003

M&A of RGR and MFG and became

Completed group business restructuring ; Delisted

20091980

Founded Launched

2010

SET MINT

SHAREHOLDERS’ RETURN

Acquired

2011

Acquired

2015 2017

Acquired Acquired

2018

GEOGRAPHICAL FOCUS

Over

66,000Employees

40Countries

2,104Restaurant

Outlets

416Retail Trading

Outlets

161Hotels and

Serviced Suites

50

40

30

20

10

0

2001Investment

CashDividend

StockDividend

Warrants CapitalGain

YTDValue

Thailand

51%

Oversea

49%

2017Revenue

Contribution*MINOR FOOD

Casual Dining Restaurants

• Equity-Owned

• Franchised

Cheese & Ice-Cream Manufacturing

MINOR LIFESTYLE

Lifestyle Brand Distributor

Online Shopping

Contract Manufacturing

MINT’S BUSINESS

MINOR INTERNATIONAL PCL (‘MINT’) is today one of the largest hospitality and

restaurent operators in the Asia Paci�c Region.

MINOR HOTELS

Hotel

• Equity-Owned

• Hotel and Serviced Suites Management

• Spa

Mixed - Use

• Plaza & Entertainment

• Residential Development

• Point-Based Vacation Club

39,

700

28,

332

32,

994

36,

936

45,6

78

54,2

85

2,880

3,4234,101

4,3334,705

4,576

2017

58,6

44

5,415

CAGR = 28%

2017

118,

444

Breakdown

Apr 2017 Jun 2017 Aug 2017 Oct 2017 Dec 2017 Jan 2017

42.5

40.0

37.5

35.0

32.5

202,

077

PAKISTAN

CANADA

LEBANONJORDAN

ROMANIA

SLOVAKIA

POLAND

KUWAIT