MIRA INFORM REPORT

 

 

Report Date :

19.06.2013

 

IDENTIFICATION DETAILS

 

Name :

NAN YA PLASTICS CORPORATION

 

 

Registered Office :

No. 35-1 Chungshan 3rd Road, Cianjhen District Kaohsiung, 806

 

 

Country :

Taiwan

 

 

Financials (as on) :

31.12.2011

 

 

Date of Incorporation :

22.08.1958

 

 

Legal Form :

Public Subsidiary

 

 

Line of Business :

Manufacturer of man-made fibres

 

 

No. of Employees :

34,423

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

Status :

Good

Payment Behaviour :

Regular

Litigation :

Clear

 


NOTES:

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31st 2013

 

Country Name

Previous Rating

(31.12.2012)

Current Rating

(31.03.2013)

Taiwan

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

Taiwan ECONOMIC OVERVIEW

 

Taiwan has a dynamic capitalist economy with gradually decreasing government guidance of investment and foreign trade. Exports, led by electronics, machinery, and petrochemicals have provided the primary impetus for economic development. This heavy dependence on exports exposes the economy to fluctuations in world demand. In 2009, Taiwan's GDP contracted 1.8%, due primarily to a 13.1% year-on-year decline in exports. In 2010 GDP grew 10.7%, as exports returned to the level of previous years, and in 2011, grew 4.1%. In 2012, however, growth fell to 1.3%, because of softening global demand. Taiwan's diplomatic isolation, low birth rate, and rapidly aging population are major long-term challenges. Free trade agreements have proliferated in East Asia over the past several years, but except for the landmark Economic Cooperation Framework Agreement (ECFA) signed with China in June 2010, so far Taiwan has been excluded from this greater economic integration in part because of its diplomatic status. Negotiations continue on such follow-on components of ECFA regarding trade in goods and services. The MA administration has said that the ECFA will serve as a stepping stone toward trade pacts with other key trade partners, which Taiwan subsequently launched with Singapore and New Zealand. Taiwan's Total Fertility rate of just over one child per woman is among the lowest in the world, raising the prospect of future labor shortages, falling domestic demand, and declining tax revenues. Taiwan's population is aging quickly, with the number of people over 65 accounting for 11.2% of the island's total population as of 2012. The island runs a large trade surplus largely because of its surplus with China, and its foreign reserves are the world's fifth largest, behind China, Japan, Saudi Arabia, and Russia. In 2006 China overtook the US to become Taiwan's second-largest source of imports after Japan. China is also the island's number one destination for foreign direct investment. Three financial memorandums of understanding, covering banking, securities, and insurance, took effect in mid-January 2010, opening the island to greater investments from the mainland's financial firms and institutional investors, and providing new opportunities for Taiwan financial firms to operate in China. In August 2012, Taiwan Central Bank signed a memorandum of understanding on cross-Strait currency settlement with its Chinese counterpart. The MOU allows for the direct settlement of Chinese RMB and the New Taiwan dollar across the Strait, which could help develop Taiwan into a local RMB hub. Closer economic links with the mainland bring greater opportunities for the Taiwan economy, but also poses new challenges as the island becomes more economically dependent on China while political differences remain unresolved.

 

Source : CIA

 

 


Company name and address

Top of Form

Bottom of Form

Top of Form

Nan Ya Plastics Corporation

                                                                                                                                              

 

No. 35-1

Chungshan 3rd Road, Cianjhen District

 

Kaohsiung, 806

Taiwan

 

 

Tel:

886-7-3331101

Fax:

886-2-27178533

 

www.npc.com.tw

 

 

Employees:

34,423

Company Type:

Public Subsidiary

Corporate Family:

53 Companies

Ultimate Parent:

Formosa Plastics Corporation

Traded:

Taiwan Stock Exchange:

1303

Incorporation Date:

22-Aug-1958

Auditor:

KPMG LLP

Financials in:

 USD (mil)

Fiscal Year End:

31-Dec-2011

Reporting Currency:

Taiwanese New Dollar

Annual Sales:

11,262.3  1

Net Income:

787.4

Total Assets:

15,534.3  2

Market Value:

15,622.3

 

(06-Feb-2013)

 

Taipei Office:            201 Tun Hwa N Road Taipei, Taiwan          

 

 

Business Description     

 

 

Nan Ya Plastics Corporation is principally engaged in the manufacture and sale of plastic products, fiber products, electronic materials and petrochemical products. The Company also provides electromechanical engineering services. The segment of electronic material products mainly offers copper-clad laminates, epoxy resins, glass fabrics, liquid crystal displays (LCDs) and copper foils; the segment of plastic processed products offers plastic plaster, poly urethane (PU) synthetic leathers, polypropylene (PP) rubber fabrics, polyvinyl chloride (PVC) plastic pellets, plastic doors and windows, plastic injection products and others; the segment of plastic raw material products includes glycol, butylene glycol, bisphenol A, toluene diisocyanate, plasticizers and others, and the segment of fiber products includes polyester products, dyeing products and others. For the nine months ended 30 September 2012, Nan Ya Plastics Corporation revenues decreased 10% to NT$228.5B. Net income decreased 89% to NT$2.91B. Revenues reflect Electriacal Equipment segment decrease of 20% to NT$66.6B, Fiber Manufacturing segment decrease of 9% to NT$49.12B. Net income also reflects Gain/Loss on Equity Investment increase from NT$1.61B to NT$8.26B (expense), Dividend Income decrease of 37% to NT$2.11B (income).

          

Industry                                                                                                                                

 

Industry

Chemicals - Plastics and Rubber

ANZSIC 2006:

1821 - Synthetic Resin and Synthetic Rubber Manufacturing

NACE 2002:

2470 - Manufacture of man-made fibres

NAICS 2002:

325221 - Cellulosic Organic Fiber Manufacturing

UK SIC 2003:

2470 - Manufacture of man-made fibres

UK SIC 2007:

2060 - Manufacture of man-made fibres

US SIC 1987:

2823 - Cellulosic Manmade Fibers

 Key Executives  

   

 

Name

Title

Yizhong Cai

Deputy General Manager

Ruey-Yu Wang

Executive Director

Chia-Chau Wu

President and General Manager

Cheng-Chung Lee

Vice President Electronic Materials Division

Tung-Fa Chang

Vice President Engineering & Construction Division

 

 

Significant Developments

 

 

Topic

#*

Most Recent Headline

Date

Regulatory / Company Investigation

9

Nan Ya Plastics Corp Receives Fine

5-Nov-2012

General Reorganization

1

Nan Ya Plastics Corporation Announces Merger of Subsidiaries

21-Jun-2012

Debt Financing / Related

2

Nan Ya Plastics Corp to Issues Unsecured Corporate Bonds

28-Aug-2012

Dividends

2

Nan Ya Plastics Corporation Announces FY 2011 Dividend Payment Date

21-Jun-2012

      

 

Financial Summary

        

 

As of 30-Sep-2012

Key Ratios

Company

Industry

Current Ratio (MRQ)

2.62

2.03

Quick Ratio (MRQ)

2.10

1.20

Debt to Equity (MRQ)

0.63

0.95

Sales 5 Year Growth

3.67

1.42

Net Profit Margin (TTM) %

0.17

4.60

Return on Assets (TTM) %

0.11

3.98

Return on Equity (TTM) %

0.28

12.15

 

 

 

Stock Snapshot  

 

 

Traded: Taiwan Stock Exchange: 1303

As of 6-Feb-2013   Financials in: TWD

Recent Price

58.80

 

EPS

2.95

52 Week High

72.80

 

Price/Sales

1.39

52 Week Low

46.00

 

Dividend Rate

2.10

Avg. Volume (mil)

6.58

 

Price/Earnings

645.37

Market Value (mil)

461,715.20

 

Price/Book

1.74

 

 

 

Beta

0.82

 

Price % Change

Rel S&P 500%

4 Week

1.91%

-0.25%

13 Week

12.21%

3.42%

52 Week

-7.69%

-10.01%

Year to Date

5.00%

2.25%

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = TWD 29.39004
2 - Balance Sheet Item Exchange Rate: USD 1 = TWD 30.279

 

 

Corporate Overview

 

Location
No. 35-1
Chungshan 3rd Road, Cianjhen District
Kaohsiung, 806
Taiwan

 

Tel:

886-7-3331101

Fax:

886-2-27178533

 

www.npc.com.tw

Quote Symbol - Exchange

1303 - Taiwan Stock Exchange

Sales TWD(mil):

330,999.2

Assets TWD(mil):

470,364.5

Employees:

34,423

Fiscal Year End:

31-Dec-2011

 

Industry:

Chemicals - Plastics and Rubber

Incorporation Date:

22-Aug-1958

Company Type:

Public Subsidiary

Quoted Status:

Quoted

 

Executive Director:

Ruey-Yu Wang

 

Industry Codes

 

ANZSIC 2006 Codes:

1821

-

Synthetic Resin and Synthetic Rubber Manufacturing

2599

-

Other Manufacturing Not Elsewhere Classified

1919

-

Other Polymer Product Manufacturing

1829

-

Other Basic Polymer Manufacturing

2439

-

Other Electrical Equipment Manufacturing

1812

-

Basic Organic Chemical Manufacturing

6923

-

Engineering Design and Engineering Consulting Services

 

NACE 2002 Codes:

2470

-

Manufacture of man-made fibres

2524

-

Manufacture of other plastic products

3663

-

Other manufacturing not elsewhere classified

2417

-

Manufacture of synthetic rubber in primary forms

3162

-

Manufacture of other electrical equipment not elsewhere classified

2414

-

Manufacture of other organic basic chemicals

7420

-

Architectural and engineering activities and related technical consultancy

2416

-

Manufacture of plastics in primary forms

 

NAICS 2002 Codes:

325221

-

Cellulosic Organic Fiber Manufacturing

326199

-

All Other Plastics Product Manufacturing

325192

-

Cyclic Crude and Intermediate Manufacturing

541330

-

Engineering Services

339999

-

All Other Miscellaneous Manufacturing

325211

-

Plastics Material and Resin Manufacturing

335999

-

All Other Miscellaneous Electrical Equipment and Component Manufacturing

325222

-

Noncellulosic Organic Fiber Manufacturing

325212

-

Synthetic Rubber Manufacturing

 

US SIC 1987:

2823

-

Cellulosic Manmade Fibers

2821

-

Plastics Materials, Synthetic Resins, and Nonvulcanizable Elastomers

8711

-

Engineering Services

2865

-

Cyclic Organic Crudes and Intermediates, and organic Dyes and Pigments

2822

-

Synthetic Rubber (Vulcanizable Elastomers)

3999

-

Manufacturing Industries, Not Elsewhere Classified

3629

-

Electrical Industrial Apparatus, Not Elsewhere Classified

2824

-

Manmade Organic Fibers, Except Cellulosic

3089

-

Plastics Products, Not Elsewhere Classified

 

UK SIC 2003:

2470

-

Manufacture of man-made fibres

2416

-

Manufacture of plastics in primary forms

2524

-

Manufacture of other plastic products

2414

-

Manufacture of other organic basic chemicals

74204

-

Engineering consultative and design activities

3162

-

Manufacture of other electrical equipment not elsewhere classified

3663

-

Other manufacturing not elsewhere classified

2417

-

Manufacture of synthetic rubber in primary forms

 

UK SIC 2007:

2060

-

Manufacture of man-made fibres

2016

-

Manufacture of plastics in primary forms

2229

-

Manufacture of other plastic products

3299

-

Other manufacturing n.e.c.

2014

-

Manufacture of other organic basic chemicals

71129

-

Other engineering activities (not including engineering design for industrial process and production or engineering related scientific and technical consulting activities)

2017

-

Manufacture of synthetic rubber in primary forms

2790

-

Manufacture of other electrical equipment

 

Business Description

Nan Ya Plastics Corporation is principally engaged in the manufacture and sale of plastic products, fiber products, electronic materials and petrochemical products. The Company also provides electromechanical engineering services. The segment of electronic material products mainly offers copper-clad laminates, epoxy resins, glass fabrics, liquid crystal displays (LCDs) and copper foils; the segment of plastic processed products offers plastic plaster, poly urethane (PU) synthetic leathers, polypropylene (PP) rubber fabrics, polyvinyl chloride (PVC) plastic pellets, plastic doors and windows, plastic injection products and others; the segment of plastic raw material products includes glycol, butylene glycol, bisphenol A, toluene diisocyanate, plasticizers and others, and the segment of fiber products includes polyester products, dyeing products and others. For the nine months ended 30 September 2012, Nan Ya Plastics Corporation revenues decreased 10% to NT$228.5B. Net income decreased 89% to NT$2.91B. Revenues reflect Electriacal Equipment segment decrease of 20% to NT$66.6B, Fiber Manufacturing segment decrease of 9% to NT$49.12B. Net income also reflects Gain/Loss on Equity Investment increase from NT$1.61B to NT$8.26B (expense), Dividend Income decrease of 37% to NT$2.11B (income).

 

More Business Descriptions

Manufacture of plastic products, polyester yarn, chemical products and printed circuit boards

 

Hard & Soft Plastic Sheets; Processed Plastic Products, Synthetic Fibers & Processed Chemical Products Supplier

 

Nan Ya Plastics Corporation (Nan Ya) manufactures plastics and related products. The company, along with its subsidiaries, produces and distributes a wide range of products including secondary plastic products, plastic materials, electronics materials, polyesters, dyed and finished textiles and engineering.The company operates its business in six divisions, namely Electronic Materials, Petrochemicals, Plastics, Polyseter Fiber, Engineering, Switchggear. The Electronic Materials Division of the company produces copper foil, epoxy resin, glass fabric, color filter, copper clad laminates, LCD (liquid crystal display).The division quality ploicy for its product includes SPC/ SQC, Taguchi method, QCC, Q-10 Processing inspection and establish administration system. All the factories are ISO 9000 certified. The division has a technical research team to fully support the industry's need and professional personnel to provide rapid and comprehensive after sale services. The Petrochemicals division of the company is further divided into three division, Petrochemical Division 1, Petrochemical Division 2, Petrochemical Division 3. The Petrochemical 1st Division has five plants,namely, Plasticizers, Phthalic Anhydride, 2-EthylHexyl Alcohol, Iso-nonyl alcohol, an Anti-oxidants, all located in Mailiao Formosa Industrial Complex. The division produces various plasticizers, non- phthalate plasticizers, curing agent, phthalic anhydride, 2-EthylHexyl alcohol, isobutyl alcohol, isononyl alcohol.The Petrochemical 2nd Division offers six major products, namely, BPA (bisphenol A), 1,4BG (1,4 butylene glycol), THF (tetra hydro furan), H2O2 (hydro peroxide) and ESO (epoxidized soybean oil) and Stabilizers. The Plastics division is also further classified into three division, namely, Plastic 1st Division, Plastic 2 nd Division, Plastic 3 rd Division. The Plastic 1st Division consist of products such as PU leather, leathers, sheeting, PVC rigit film and sheet, Pp synthetic paper sheet, A- PET film sheet and Metalized PVC/ PET film.The Plastics 3rd division products include packaging materials, construction materials, compounds, decorative materials, NAN YA PEPA and plastic pallet.The Polyester Fiber Division is a full process manufacturer of polyester filament and staple fiber. The division also consists of managing department for consulting, sales department for selling. It has 9 manufacturing factories and one utility department. The manufacturing facility are located in three different sites that are Lin-kou Site (with two factories),Kon-san Site(with five factories) and two in Shu Lin Site. The Engineering division of the company is involved in the planning factory and production line. It also designs and manufactures main production machine and associated equipment such as roll, mold, and automatic storage/retrieval system. The Engineering Division also supports expansion projects of Nan Ya Co. in Taiwan and companies invested by Nan Ya in America, Indonesia, Chinese mainland. It has over forty plants, which includes PVC sheet film and leather plant, wet/dry PU leather plant, injection/extrusion product plant, PVC/ABS pipe plant, PVC door and window plant, switch gear penal plant, fiber and textile plant, chemical product plant, electronic materials plant and accumulated considerable experience. The Switchggear. Division of the company includes products such as cubical gas insulated switchgear, metal clad VCB switchgear NVBS, double deck type GCB & VCB switchgear, 600v low voltage distributive panel, 600v motor control center panel, epoxy resin by embedded glass fiber transformer, VD4 vaccum circuit breaker, 3.6/7.2 NVCS vaccum contractor, epoxy molded type current transformer, epoxy molded type potential transformer and gas disconnector switchgear.Nan Ya is a member of Formosa Plastics Group. Other members of Formosa include Nan Ya Technology Corporation; Inotera Memories Incorporation; Nan Ya Printed Circuit Board Corp; Nan Ya Plastics Corporation, America; and Nan Ya Photonics Inc.The company operates its research and development centers as well as manufacturing sites separately for all its divisions. Its key activities at the R&D center include development of environmental chemicals, process improvement, specialty chemicals and polymers, electronics related materials, opto-electronic materials, and testing and calibration. It holds 10 manufacturing plants in Taiwan. The company's manufacturing sites include EG-4 Plant, BPA Plant, EPOXY Plant, Nan Ya PCB Corporation III Plant, Nan Ya Technology Corporation III Plant, EG-1, B2 Plants and so on. Recently, the company acquired equity shares (35,947,350 shares) from its common stock in a technology company, through which it holds 24.6572% stake in the entity.Geographically, the company operates in three regions, namely, China, Indonesia and the US.

 

Nan Ya Plastics Corporation (Nan Ya) is a secondary plastics manufacturers in Taiwan. The company offers its product under four category, namely, plastics processing, plastic materials, electronics materials and polyester product. It is also involved in the manufacturer of polyester fibers and copper clad laminates of the electronic materials Nan Ya manages research and development activities which concentrate on process improvement, environmental chemicals, opto-electronic materials, testing and calibration electronics related materials, specialty chemicals and polymers. The company operates in the markets of China, Indonesia, and the US. Nan Ya is headquartered in Taipei, Taiwan.The company surpasses its competitors in terms of the production capacity for a manufacture of secondary plastics. Nan Ya is further enhances its productivity through automation, personnel training and management programs. It has been also involved in the Naphtha Cracking Project to control costs of raw materials.The company reported revenues of (Taiwanese Dollars) TWD 330,999.22 million during the fiscal year ended December 2011, a decrease of 2.01% from 2010. The operating profit of the company was TWD 33,375.99 million during the fiscal year 2011, a decrease of 15.70% from 2010. The net profit of the company was TWD 23,142.97 million during the fiscal year 2011, a decrease of 43.52% from 2010.

 

Nan Ya Plastics Corporation was established in 1983. In 1984, the company began rigid permanent virtual circuit film production in Wharton, Texas. Its transparent nature or bright colors, high tensile strength, chemical resistance and easy processing characterize rigid PVC film. It can be applied in products that are required to resist static electricity, ultraviolet rays and impact, or it can be specially formulated with nontoxic ingredients. Nan Ya Plastic's products include material for a variety of products, such as molded packaging, artificial trees, printing and lamination, fruit trays, spiral binders and stationery. Long-term growth in Nan Ya Plastic's facility is realized by the combined efforts of the company's distributors and customers, continuous improvement of production efficiencies, and its dedication to improve product quality. The company continues in its vision to be one of the major suppliers in the rigid film market in North America. Nan Ya Plastics Corporation has a location in Taipei, Taiwan.

 

 

 

 

 

 

Financial Data

Financials in:

TWD(mil)

 

Revenue:

330,999.2

Net Income:

23,143.0

Assets:

470,364.5

Long Term Debt:

109,488.4

 

Total Liabilities:

205,745.4

 

Working Capital:

148.8

 

 

 

Date of Financial Data:

31-Dec-2011

 

1 Year Growth

-2.0%

-43.5%

2.1%

 

Market Data

Quote Symbol:

1303

Exchange:

Taiwan Stock Exchange

Currency:

TWD

Stock Price:

58.8

Stock Price Date:

02-06-2013

52 Week Price Change %:

-7.7

Market Value (mil):

461,715,200.0

 

SEDOL:

6621580

ISIN:

TW0001303006

 

Equity and Dept Distribution:

07/2005 & 07/2003, 6% stock dividend. 06/2004, 8% stock dividend. 07/2002, 7% stock dividend. 07/2001, 11% stock dividend. 08/2006, 3% stock dividend. Interim type changed to quarter since 2008. Q2 2007 B/S is RES. 07/2009, 3% Stock dividend.FY'09 Q2 I/S, B/S are being CLA. FY'09 ANN & QTR financials are CLA.

 

 

Subsidiaries

Company

Percentage Owned

Country

Nan Ya Plastics Film (Huizhou) Co., Ltd

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Glass Fabrics (Kunshan) Co., Ltd

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Electronic Materials (Kunshan) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics (Ningbo) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics (Hong Kong) Corporation

100%

HONG KONG SAR

Superior World Wide Trading Company Ltd

99.99%

HONG KONG SAR

Nan Ya Plastics Corporation USA

100%

USA

Nan Ya Plastics Corporation America

100%

USA

Nan Ya Draw-Textured Yarn (Kunshan) Co. LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nantong Huafu Plastics Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

China Nantong Huafeng Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Electronic Materials (Huizhou) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nanya Shide Plastics Construction Materials (Anshan) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Co-generation Plant (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics (Huizhou) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Electric (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Construction Materials (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Copper Foil (Kunshan) Co. LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Construction Materials (Guangzhou) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Trading (Huizhou) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics (Guangzhou) Co., LTD

85%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Co-generation Plant (Kunshan) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics Film (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Plastics Pipes (Xiamen) Co., LTD

85%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Synthetic Leather (Nantong) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Rigid Film (Guangzhou) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

Nan Ya Epoxy Resin (Kunshan) Co., LTD

100%

PEOPLE'S REPUBLIC OF CHINA

 

 

 

 

Key Corporate Relationships

Auditor:

KPMG LLP

 

Auditor:

KPMG LLP, KPMG

 

 

 

 

 

 

 

 

Nan Ya Plastics Corporation

 

The Strategic Initiatives report is created using technology to extract meaningful insights from analyst reports about a company's strategic projects and investments. More about Strategic Initiatives

 

Strategic Initiatives



 

Sales and Distribution

With increasing DRAM market share, Nanya Technology not only secure its standard DRAM market position, and also grabbed more market share in the vale-added DRAM market segments. These segments include Server DRAM market, Digital Consumer DRAM market and Mobile RAM market. Nanya Technology integrates its recourses in R&D, manufacturing and sales/marketing to launch this diversification into value-added market strategy. Carrying these customer-focused value-added product lines are expected to contribute over 30 percent sales revenue in 2011 and continuously to grow for a potential of 50 percent sales revenue in 2012. Higher margin and more stable customer relationship are the major incentives to Nanya Technology in this areas.
 

 

 

 

Nan Ya Plastics Corporation

 

 

Strengths/Weaknesses (SWOT)



 

Helpful
to achieving the objective

Harmful
to achieving the objective

Internal Origin
(attributes of the organization)

Strengths

·        Strong Focus on R&D Activities

·        Strong Liquidity Position

·        Comprehensive Product Portfolio

Weaknesses

·        Debt Obligations

External Origin
(attributes of the environment)

Opportunities

·        Positive Outlook of Petrochemical Industry

·        Expansion of Operations in the Middle East

·        Eco-friendly Materials Offer Opportunities

Threats

·        Raw Material Procurement Risks

·        Competitive Landscape

·        Challenge of Environmental Regulations

 

 

Overview

 

Nan Ya Plastics Corporation (Nan Ya) has a strong market position, ranking among the largest downstream manufacturers of plastics and producers of polyester fibers. The collaborations made by the company for research and development of new products would drive its growth and innovation. However, debt obligations are a serious issue for the company. Nevertheless, the company has growth opportunities through growing petrochemicals market and potential Middle East. However, stringent regulations and raw material cost could affect the overall financial performance of the company.

 

 

Strengths

 

Strong Focus on R&D Activities

The company has a strong focus on its research and development activities to develop and introduce new products which provide additional features and functionality to the company. It carries out operations through an advanced and fully equipped Research and Development Center. Its R&D division is comprised of various departments such as department of environmental chemicals, department of specialty chemicals and polymers, department of electronics related materials, department of opto-electronic materials, department of testing and calibration and department of process improvement. It also includes department of instrument analysis and administration. The company’s R&D is employed for polyester for electronic procedures, specialty chemicals (dispersion PU for leather, non-phthalate plasticizer), and nano composites material (Stain -resistance PVC sheet, Water and oil repellent for fabric). The company’s electronic products in development include Halogen, Free Materials, Specialty Materials and thin core. The company nurtures new growth platforms through its R&D activities to deliver sustainable growth for the future years.

 

Strong Liquidity Position

The company has sound liquidity position in place which reflects its strong capacity in easily meeting its short term debt obligations. For the fiscal year ended 2011, the company reported total current assets of TWD211 billion, as compared to current liabilities of TWD 62.2 billion. A major contributor of current assets growth was the increase in the company's total receivables, which increased by 19% to TWD91 billion in 2011from TWD74.5 billion in 2010. The company's current ratio and quick ratio were 3.39 and 2.66 respectively at the end of fiscal year 2011. A positive current ratio indicates that the company is in a strong financial position. The performance of the company largely depends upon the cash position and its ability to generate cash from operations. Sufficient cash or cash equivalents would contribute to the ongoing operations of the company.

 

Comprehensive Product Portfolio

The company’s comprehensive and diverse product portfolio eliminates the risk of losing revenues in case of reduction in demand from any particular market. Nan Ya’s products are categorized under four units focused on diverse product lines. They include plastic products, electronic material, petrochemical products and fiber products. The plastic products of the company include leather products and sheeting products such as nylon leathers, sponge leathers, coralon, coating products, flocking products, sponge sheet, printed PVC sheeting, Master Batch, PVC rigit film and sheet, PP synthetic paper and sheet, A-PET film and sheet, metallized PVC / PET film and PU leather. Its plastic products also include packing materials, construction materials, decorative materials and plastic pallet. Through its electronic materials division, the company offers copper clad laminates, epoxy resin, liquid crystal display, copper foil and glass fabrics. The polyester fiber products offered by the company include polyester staple fiber, polyester chip, polyester partially oriented yarn, polyester fully oriented yarn, polyester spin drawn yarn, polyester draw textured yarn, polyester dyed textured yarn, dry film, liquid resist, polyester staple fiber, knitted fabric, polyester film and liquid gas. The engineering sub division of polyester products offer printing roll and embossing roll, injection mold, extrusion mold, and IC package mold, machinery part, logistics and material handling system. Nan Ya through its petrochemical product division offers plasticizers, raw chemicals and specialty chemicals. The comprehensive product portfolio helps the company cater to a diversified customer base and increase its sales.

 

 

Weaknesses

 

Debt Obligations

For the fiscal year 2011, the company recorded total debt of TWD136.43 billion, indicating an increase of 20% over that in 2010. Its total long-term debt was nearly TWD 109.48 billion. This could impair its ability to obtain financing for working capital, capital expenditure or general corporate purposes, especially if the ratings assigned to its debt securities by rating organizations were revised downward. It could restrict the flexibility of the company in responding to changing market conditions and make it more vulnerable during times of slowdown. Another major consequence of the debt is that the company would need to allocate a substantial portion of the cash flow from operations to pay the principal and interest on debt, thereby reducing funds, which could be used for expansion through acquisitions, expansion of product offerings and for marketing.

 

Opportunities

 

Positive Outlook of Petrochemical Industry

Nan Ya could be benefited from the potential global petrochemicals market. According to the in-house research reports, the global petrochemicals industry was valued at $733.4 billion, and it is expected to grow at a rate of 8.8% to reach $1699 billion by 2020. Global market for polyethylene is expected to reach $186 billion in 2020. In addition, total world market for polypropylene is expected to grow at a rate of 8.4% during 2010-2020 to reach $109.1 billion. Such growth in petrochemical sector is expected to be driven by Asia Pacific, and Middle East and Africa regions. Petrochemicals demand in Middle East and Africa is expected to grow at a rate of 11.2% from 2010 through 2012. Asia Pacific’s petrochemicals market is expected to register CAGR of 10.2% during 2010-2020 to reach $1070 billion. Such a strong outlook of the petrochemical industry could help Nan Ya expand its geographic operations and explore untapped markets to bolster top-line growth.

 

Expansion of Operations in the Middle East

The company could benefit from the huge expansion activities that are occurring in the petrochemical sector in the Middle East. Due to abundant feedstock, the region has been attracting investments into its petrochemical industry. The growth has been led by Saudi Arabia, and supported by Qatar, Kuwait, and Abu Dhabi. The region has built modern and competitive petrochemical production facilities, mainly due to their use of low-cost ethane, which is a byproduct of crude oil production. Although investment in the Middle East is mainly in ethylene and polyethylene, this is bound to change as there is greater focus on broadening the product portfolio. The region has become the leading ethylene glycol producer, overtaking North America, accounting for about one-third of the global capacity. It is expected to become the leading producer of polyethylene by 2015 with its share in global capacity rising to 20%, according to in-house research. The Middle Eastern governments’ support through tax incentives and their need to focus on diverse industries to reduce dependence on revenues from oil have fuelled investment in this sector. This will broaden the range of chemicals being produced in the Middle East, which in turn, will result in the region emerging as a major petrochemical hub in the coming years. The company could therefore benefit by expanding its presence in the Middle East region.

 

Eco-friendly Materials Offer Opportunities

The company could focus on the use of diverse eco-friendly raw materials for manufacturing chemicals. Increasing awareness of energy conservation and burdening the environment with toxic chemicals have led to a method of chemical production, which is substantially different from the conventional way of producing chemicals from fossil fuels. This method employs biotechnology for the production of basic, fine and specialty chemicals and functional polymers derived from biological and agricultural sources. This fast emerging sector, with its growth further accentuated by the search for oil substitutes, has broadened opportunities for the chemical industry. White biotechnology in particular has influenced the chemical industry in large measure. These products reduce the dependence of chemical producers on volatile oil prices, which is the major source of feedstock and primary determinant of pricing for most of the products in the chemical industry. This environmentally friendly technology is set to offer opportunities of growth to the company.

 

 

Threats

 

Raw Material Procurement Risks

The increasing prices of raw materials could affect the Nan Ya’s business. The company utilizes a range of copper and petroleum-based raw materials in the manufacturing of copper clad laminates, epoxy resins, plasticizers and other chemical products. Oil and natural gas are the indirect raw materials for a majority of its products. Over the past few years, the prices of these raw materials have been on the rise, increasing the operating costs of the company. Competition also limits the option of increasing product prices to compensate for the higher production costs. In addition, the continuous supply of the raw materials could be affected by weather conditions, national emergencies, strikes, governmental controls, natural disasters, supply shortages or other events. Price fluctuations and non-availability of these raw materials could have a material adverse effect on product costs and the operations of the company.

 

Competitive Landscape

As a manufacturer of petrochemical raw and electronic materials, the company is subject to intense competition in almost every market. It is exposed to other international, national, and regional industrial companies. The company faces threat from small local players selling their products at lower prices apart from established companies. Increasing consolidation in the industry intensified the competition further. Nan Ya encounters competition in plastics and electronic material markets. Its major competitors include China Petroleum & Chemical Corporation, Exxon Mobil Corporation, BASF SE and others. It competes on the basis of price, quality and support service and eco-friendly initiatives. Intense competition could pose challenges to the company. Failure in handling such competition could adversely affect its financial performance and market position.

 

Challenge of Environmental Regulations

Nan Ya could be affected by the environmental regulations governing the global chemical industry. Its operations are subjected to restrictions and investigations under various laws and policies such as Soil and Groundwater Pollution Remediation Act, Toxic Chemical Substances Labeling and Materials and other environment acts. In China, it is exposed to Inventory of Existing Chemical Substances Produced or Imported in China (IECSC), Food Safety Law, China New Chemical Substance Notification and others. Additionally, it is likely to be affected by China REACH, which comes into effect by 2013. Further, China has its own version of REACH. REACH (Registration Evaluation and Authorization of Chemicals) is an example of the stringent environmental regulations that are set to affect chemical producers. It regulates products manufactured and marketed in the country. This may prove to be a challenge while launching new products as it is a time-consuming and expensive process. It may also result in phasing out many existing chemicals from the market, which may be regarded as toxic and hazardous. Such stringent environmental regulations are set to get tightened in the coming years, affecting both existing and new products for the company.

 

 

Corporate Structure News

 

Nan Ya Plastics Corporation
Total Corporate Family Members: 53

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

Formosa Plastics Corporation

Parent

Kaohsiung

Taiwan

Chemicals - Plastics and Rubber

7,384.7

6,629

Nan Ya Plastics Corporation

Subsidiary

Kaohsiung

Taiwan

Chemicals - Plastics and Rubber

11,262.3

34,423

Wen Fung Industrial Co., Ltd.

Subsidiary

New Taipei City

Taiwan

Containers and Packaging

 

 

Wellink Technology Co., Ltd.

Subsidiary

New Taipei City

Taiwan

Miscellaneous Capital Goods

5.0

103

Nan Ya Plastics (Hong Kong) Corporation Limited

Subsidiary

 

 

 

 

 

Nan Ya Plastics (Hui Zhou) Co., Ltd.

Subsidiary

Huizhou, Guangdong

China

Textiles - Non Apparel

82.2

630

Nanya Rigid Film (Guangzhou) Co., Ltd.

Subsidiary

Guangzhou, Guangdong

China

Fabricated Plastic and Rubber

54.1

200

Nanya Plastic Industry (Xiamen) Co., Ltd.

Subsidiary

Xiamen, Fujian

China

Fabricated Plastic and Rubber

32.2

200

Nanya Electric (Nantong) Co., Ltd.

Subsidiary

Nantong, Jiangsu

China

Electronic Instruments and Controls

12.1

200

Nan Ya Plastics Film (Nantong) Co., Ltd.

Subsidiary

Nantong, Jiangsu

China

Chemicals - Plastics and Rubber

30.8

100

Nanya Plastic Industry (Anshan) Co., Ltd.

Subsidiary

Anshan, Liaoning

China

Fabricated Plastic and Rubber

5.2

100

Nanya Plastic Construction Material (Guangzhou) Co., Ltd.

Subsidiary

Guangzhou, Guangdong

China

Fabricated Plastic and Rubber

13.9

74

Nan Ya Printed Circuit Board Corporation

Subsidiary

Lujhu

Taiwan

Electronic Instruments and Controls

1,319.6

13,513

Formosa Plastics Corporation, U.S.A.

Subsidiary

Livingston, NJ

United States

Chemicals - Plastics and Rubber

1,750.0

2,100

Inteplast Group, Ltd.

Subsidiary

Livingston, NJ

United States

Fabricated Plastic and Rubber

 

1,550

World-Pak Corp

Branch

Lolita, TX

United States

Fabricated Plastic and Rubber

5,599.4

2,000

Inteplast Amtopp Division

Subsidiary

Lolita, TX

United States

Fabricated Plastic and Rubber

 

2,000

Inteplast Integrated Bagging Systems

Subsidiary

Livingston, NJ

United States

Fabricated Plastic and Rubber

 

1,800

Integrated Bagging Systems Inc

Branch

Lolita, TX

United States

Fabricated Plastic and Rubber

792.0

1,600

AM Topp Corp

Branch

Livingston, NJ

United States

Chemicals - Plastics and Rubber

532.4

400

Minigrip/Zip-Pak

Subsidiary

Seguin, TX

United States

Containers and Packaging

 

160

Zip-Pak

Division

Manteno, IL

United States

Containers and Packaging

 

50

Zip-Pak

Branch

Orangeburg, NY

United States

Paper and Paper Products

33.3

122

Zip-Pak

Division

Atlanta, GA

United States

Miscellaneous Capital Goods

0.9

60

Zip-Pak

Branch

Ottawa, IL

United States

Retail (Specialty)

0.2

60

Zip-Pak Systems

Branch

Duluth, GA

United States

Fabricated Plastic and Rubber

9.2

35

Zip-Pak

Branch

Loveland, OH

United States

Fabricated Plastic and Rubber

0.3

1

BagCo Inc.

Division

Kennesaw, GA

United States

Containers and Packaging

 

15

Inteplast World-Pak

Subsidiary

Livingston, NJ

United States

Fabricated Plastic and Rubber

 

160

Inteplast Group Limited

Branch

North Dighton, MA

United States

Paper and Paper Products

33.5

125

Nina Plastics Inc

Subsidiary

Orlando, FL

United States

Fabricated Plastic and Rubber

40.0

100

Formosa Plastics Corporation, Texas

Branch

Point Comfort, TX

United States

Fabricated Plastic and Rubber

719.2

1,500

Formosa Plastics Corporation, Louisiana

Branch

Baton Rouge, LA

United States

Construction - Supplies and Fixtures

610.1

316

Formosa Plastics Corporation, Delaware

Branch

Delaware City, DE

United States

Construction - Supplies and Fixtures

185.3

130

Neumin Production Company

Subsidiary

Point Comfort, TX

United States

Oil and Gas Operations

11.8

45

Lavaca Pipe Line Company

Subsidiary

Point Comfort, TX

United States

Natural Gas Utilities

9.1

42

Formosa Hydrocarbons Company, Inc.

Subsidiary

Point Comfort, TX

United States

Oil and Gas Operations

 

40

Formosa Plastic Corp

Branch

Illiopolis, IL

United States

Retail (Specialty)

0.7

3

Formosa Heavy Industries Corporation

Subsidiary

Taipei

Taiwan

Miscellaneous Capital Goods

365.0

1,250

Hwa Ya Power Corporation

Subsidiary

Kueishan Hsiang, Taoyuan

Taiwan

Electric Utilities

 

108

Asia Pacific Energy Corporation

Subsidiary

Mabalacat, Pampanga

Philippines

Electric Utilities

 

49

Formosa Plasma Display Corporation

Subsidiary

Taipei

Taiwan

Miscellaneous Capital Goods

 

500

Mai-Liao Power Corporation

Affiliates

Yun-lin

Taiwan

Electric Utilities

 

378

Formosa Petrochemical Transportation Corporation

Subsidiary

Taipei, Yun Lin

Taiwan

Chemical Manufacturing

 

200

Formosa Plastics Marine Corporation

Subsidiary

Taipei City, Taipei

Taiwan

Water Transportation

 

70

Formosa Asahi Spandex Co., Ltd.

Joint Venture

Taipei

Taiwan

Fabricated Plastic and Rubber

 

12

Formosa Plastics Corporation - Linyuan Plant

Facility

Kaohsiung

Taiwan

Fabricated Plastic and Rubber

 

 

Formosa Plastics Corporation - Plastics Division

Division

Taipei

Taiwan

Fabricated Plastic and Rubber

 

 

Formosa Plastics Corporation - Carbide Division

Division

Taipei

Taiwan

Construction - Supplies and Fixtures

 

 

Formosa Plastics Corporation - Polyolefin Division

Division

Taipei

Taiwan

Chemical Manufacturing

 

 

Formosa Plastics Corporation - Polypropylene Division

Division

Taipei

Taiwan

Chemical Manufacturing

 

 

Formosa Plastics Corporation - Tairylan Division

Division

Taipei

Taiwan

Construction - Supplies and Fixtures

 

 

Formosa Plastics Corporation - Chemicals Division

Division

Taipei

Taiwan

Chemical Manufacturing

 

 

 



 

Competitors Report



CompanyName

Location

Employees

Ownership

BASF SE

Ludwigshafen Am Rhein, Germany

113,452

Public

China Petroleum & Chemical Corp

Beijing, China

377,235

Public

Dak Americas LLC

Bay St Louis, Mississippi, United States

160

Public

Exxon Mobil Corporation

Irving, Texas, United States

82,100

Public

Kuraray Co Ltd

Tokyo, Japan

6,776

Public

The Dow Chemical Company

Midland, Michigan, United States

52,611

Public

 

 

Executives Report

 

Board of Directors

 

Name

Title

Function

Wu Chin-Jen

 

Chairman

Chairman

Biography:

Mr. Wu is the chairman of the the board of directors. Prior to this he served as the president of Bi-Chen Co. of Taiwan. Mr. Wu alos served as the president of Nan Ya Plastics Corp.; the chairman of Nanya Technology Corp.; the Chairman of the Board of Inotera Memories Inc. Mr. Wu has been in the semiconductor industry for about 10 years. He served as a director of Nanya Technology Corp.; as a director of Inotera Memories Inc.

 

Age: 77

 

Juei-Yung Wang

 

Vice President

Chairman

 

Qinren Wu

 

Chairman of the Board

Chairman

 

Biography:

Wu Qinren has been Chairman of the Board in Nan Ya Plastics Corporation since June 23, 2006. Wu is also Chairman of the Board in two other companies including Nan Ya Printed Circuit Board Corporation and WEN FUNG INDUSTRIAL CO., LTD. Wu was General Manager and Managing Director in the Company. Wu holds a Bachelor's degree in Chemical Engineering from National Cheng Kung University, Taiwan.

 

Education:

National Cheng Kung University, B (Chemical Engineering)

 

Ching-Cheng Chang

 

Director

Director/Board Member

 

Pen-Yuan Chang

 

Director

Director/Board Member

 

Sumei Chen

 

Director

Director/Board Member

 

Biography:

Chen Sumei has been Director in Nan Ya Plastics Corporation since May 21, 2004. Chen is also Deputy General Manager-Management in another company.

 

Yun-Peng Chu

 

Director

Director/Board Member

 

Chen-Ching Fu

 

Director

Director/Board Member

 

Shen-Yi Lee

 

Director

Director/Board Member

 

Yung-San Lee

 

Director

Director/Board Member

 

Shenyi Li

 

Director

Director/Board Member

 

Biography:

Li Shenyi has been Director in Nan Ya Plastics Corporation since June 22, 2007. Li is also Independent Director in China Steel Corporation and Director in China Airlines Ltd. Li holds a Ph.D in Law from Chinese Culture University, Taiwan.

 

Education:

Chinese Culture University, PHD (Law)

 

Yongsan Li

 

Independent Director

Director/Board Member

 

 

Biography:

Li Yongsan has been Independent Director in Nan Ya Plastics Corporation since June 22, 2007. Li is also Director in eMemory Technology Inc. Li holds a Ph.D. in Economics from University of Wisconsin, the United States.

 

Education:

University of Wisconsin, PHD (Economics)

 

Zhenling Lin

 

Director

Director/Board Member

 

 

Biography:

Lin Zhenling is Director in Nan Ya Plastics Corporation. Lin was Deputy General Manager and Managing Director in the Company.

 

Zhigang Wang

 

Managing Director, Independent Director

Director/Board Member

 

 

Biography:

Wang Zhigang is Managing Director and Independent Director in Nan Ya Plastics Corporation. Wang is also Independent Director in Taishin Financial Holding Co., Ltd. and Independent Director in Formasa Sumco Technology Corporation. Wang holds a Ph.D in Corporate Management from Texas A&M University, the United States.

 

Education:

Texas A&M University, PHD (Marketing Management)

 

Guiyun Wang

 

Deputy General Manager, Director

Director/Board Member

 

 

Biography:

Ms. Wang Guiyun is Deputy General Manager and Director in Nan Ya Plastics Corporation. She was a Manager in the Company.

 

Jiazhao Wu

 

General Manager, Director

Director/Board Member

 

 

Biography:

Wu Jiazhao has been General Manager and Director in Nan Ya Plastics Corporation since November 2, 2007. Wu used to be Deputy General Manager in the Company. Wu is also Chairman of the Board in Nanya Technology Corporation, Director in Nan Ya Printed Circuit Board Corporation and another company.

 

Education:

National Chengchi University, B (Business Administration)

 

Compensation/Salary:2,475,000

Compensation Currency: TWD

 

Tzu-Wen Yang

 

Director

Director/Board Member

 

 

 

Zhaolin Yang

 

Director

Director/Board Member

Reuters 

 

Biography:

Yang Zhaolin has been Director in Nan Ya Plastics Corporation since June 22, 2007. Yang is also General Manager-Management in an enterprise company.

 

Education:

National Cheng Kung University, B (Accounting and Statistics)

 

Ziwen Yang

 

Director

Director/Board Member

 

 

Biography:

Yang Ziwen has been Director in Nan Ya Plastics Corporation since June 22, 2010. Yang is also Chairman of the Board in another company.

 

Qingzheng Zhang

 

Director

Director/Board Member

 

 

Biography:

Zhang Qingzheng has been Director of Nan Ya Plastic Corporation since June 22, 2007. Zhang is also Director of an investment company.

 

Yunpeng Zhu

 

Independent Director

Director/Board Member

 

 

Biography:

Zhu Yunpeng has been Independent Director in Nan Ya Plastics Corporation since June 22, 2011. Zhu is also Director in U-Ming Marine Transport Corp. and Independent Director in ADIMMUNE CORPORATION. Zhu is Professor in National Central University, Taiwan. Zhu holds a Ph.D. in Economics from University of Maryland, the United States.

 

Education:

University of Maryland, PHD (Economics)

 

Mingren Zou

 

Senior Deputy General Manager, Director

Director/Board Member

 

 

Biography:

Zou Mingren has been Senior Deputy General Manager and Director in Nan Ya Plastics Corporation since June 22, 2010. Zou was Assistant General Manager and Manager in the Company. Zou is also Director in two other companies, including Nanya Technology Corporation.

 

 

Executives

 

Name

Title

Function

Ruey-Yu Wang

 

Executive Director

Chief Executive Officer

Chi-Kang Wang

 

Executive Director

Chief Executive Officer

Chia-Chau Wu

 

President and General Manager

President

Tung-Fa Chang

 

Vice President Engineering & Construction Division

Division Head Executive

Sin-Yi Huang

 

Vice President Polyester Fiber Division

Division Head Executive

Cheng-Chung Lee

 

Vice President Electronic Materials Division

Division Head Executive

Tsung-Yueh Shih

 

Assistant Vice President Petrochemiclas 1st Division

Division Head Executive

Yi-Chung Tsai

 

Vice President Petrochemiclas 2nd Division

Division Head Executive

Jiazhao Wu

 

General Manager, Director

Division Head Executive

Biography:

Wu Jiazhao has been General Manager and Director in Nan Ya Plastics Corporation since November 2, 2007. Wu used to be Deputy General Manager in the Company. Wu is also Chairman of the Board in Nanya Technology Corporation, Director in Nan Ya Printed Circuit Board Corporation and another company.

 

Education:

National Chengchi University, B (Business Administration)

 

Compensation/Salary:2,475,000

Compensation Currency: TWD

 

Wenchao Wang

 

Managing Director

Managing Director

 

 

Biography:

Mr. Wang Wenchao has been Managing Director in Nan Ya Plastics Corporation since June 22, 2007. He is also Managing Director in Formosa Petrochemicals Corp., and Chairman of the Board in Formosa Plastics Marine Corporation and Nan Ya Photonics Inc.

 

Wenyuan Wang

 

Managing Director

Managing Director

 

 

Biography:

Mr. Wang Wenyuan has been Managing Director in Nan Ya Plastics Corporation since June 22, 2007. He is also Chairman of the Board in three other companies including Formosa Chemicals & Fibre Corporation, Formosa Taffeta Co Ltd and Formosa Advanced Technologies Co., Ltd. He holds a Master's degree from University of Houston, the United States.

 

Education:

University of Houston, M

 

Ruiyu Wang

 

Managing Director

Managing Director

 

 

Biography:

Ms. Wang Ruiyu has been Managing Director in Nan Ya Plastics Corporation since June 22, 2007. She is also Chairman of the Board in two companies, Executive Deputy General Manager-General Management in another company.

 

Education:

National Taiwan University, MBA

 

Zhigang Wang

 

Managing Director, Independent Director

Managing Director

 

 

Biography:

Wang Zhigang is Managing Director and Independent Director in Nan Ya Plastics Corporation. Wang is also Independent Director in Taishin Financial Holding Co., Ltd. and Independent Director in Formasa Sumco Technology Corporation. Wang holds a Ph.D in Corporate Management from Texas A&M University, the United States.

 

Education:

Texas A&M University, PHD (Marketing Management)

 

Yizhong Cai

 

Deputy General Manager

Other

 

Chih-Kang

 

Director

Other

 

Xinyi Huang

 

Deputy General Manager

Other

 

Zhengzhong Li

 

Deputy General Manager

Other

 

Fong-Chin Lin

 

Senior Vice President

Other

 

Fengqin Lin

 

Senior Deputy General Manager

Other

 

Biography:

Lin Fengqin is Senior Deputy General Manager in Nan Ya Plastics Corporation. Lin holds a Master's degree in Accounting from National Chengchi University, China.

 

Education:

National Chengchi University, M (Accounting)

 

Maoxiang Lin

 

Deputy General Manager

Other

 

Yuanshan Liu

 

Senior Deputy General Manager

Other

 

Biography:

Liu Yuanshan is Senior Deputy General Manager in Nan Ya Plastics Corporation. Liu is also Director in two other companies, including Nan Ya Printed Circuit Board Corporation.

 

Wilfred Wang

 

Director

Other

 

Bing Wu

 

Deputy General Manager

Other

 

Chau Lin Yang

 

Director

Other

 

Mingzhong Ye

 

 

Other

 

Dongfa Zhang

 

Deputy General Manager

Other

 

Hongguo Zheng

 

Deputy General Manager

Other

 

Mingping Zou

 

 

Other

 

 

 Significant Developments

 

 

 

 

Nan Ya Plastics Corp Receives Fine

Nov 05, 2012


Nan Ya Plastics Corp announced that it was imposed a fine of NTD 1.2 million by Environmental Protection Administration Executive Yuan, R.O.C (Taiwan), due to its violation of Environmental Impact Assessment Act.

Nan Ya Plastics Corp to Issues Unsecured Corporate Bonds

Aug 28, 2012


Nan Ya Plastics Corp announced that it will issue NTD 6,000 million worth of unsecured corporate bonds, each with par value of NTD 1 million, and a term of up to ten years.

Nan Ya Plastics Corporation Receives Fine

Jul 18, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 300,000 by Yunlin County Government, due to its violation of Air Pollution Control Act.

Nan Ya Plastics Corporation Announces Merger of Subsidiaries

Jun 21, 2012


Nan Ya Plastics Corporation announced that its three indirect wholly owned subsidiaries a Nantong-based plastic industry company (Subsidiary A), a Nantong-based synthetic leather company and a Nantong-based thermoelectricity company, will merge with each other, with Subsidiary A to survive and the other two to be dissolved. The Company's five other indirect wholly owned subsidiaries based in Kunshan, Mainland China, an electronic material company (Subsidiary B), a copper foil company, a fiberglass cloth company, an epoxy resin company and a thermoelectricity company, will also merge with each other, with Subsidiary B to survive and the other ones to be dissolved.

Nan Ya Plastics Corporation Announces FY 2011 Dividend Payment Date

Jun 21, 2012


Nan Ya Plastics Corporation announced that it will pay a cash dividend of NTD 2.1 per share to shareholders of record on July 17, 2012. The Company's shares will be traded ex-dividend on July 11, 2012 and the dividend will be paid on August 9, 2012.

Nan Ya Plastics Corporation Receives Fine

Jun 12, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 100,000 by Yunlin County Government, due to its violation of Air Pollution Control Act.

Nan Ya Plastics Corporation Receives Fine

Jun 08, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 210,000 by Yunlin County Government, due to its violation of Water Pollution Control Act.

Nan Ya Plastics Corporation Receives Fine

Jun 07, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 200,000 by Yunlin County Government, due to its violation of Air Pollution Control Act.

Nan Ya Plastics Corporation Receives Fine

May 24, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 0.1 million, due to its violation of Air Pollution Control Act.

Nan Ya Plastics Corporation Receives Fine

May 18, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 210,000 by Taoyuan County Environmental Protection Bureau, due to its violation of Water Pollution Control Act.

Nan Ya Plastics Corporation Receives Fine

Apr 27, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 0.6 million by Environmental Protection Bureau, due to its violation of Environmental Impact Assessment Act.

Nan Ya Plastics Corporation to Issue Unsecured Corporate Bonds

Mar 23, 2012


Nan Ya Plastics Corporation announced that it will issue up to NTD 12 billion worth of unsecured corporate bonds, each with par value and an issue price of NTD 1 million, and a term of up to seven years.

Nan Ya Plastics Corporation Announces FY 2011 Dividend Payment

Mar 23, 2012


Nan Ya Plastics Corporation announced that it will pay a cash dividend of NTD 2.1 per share to shareholders for fiscal year 2011.

Nan Ya Plastics Corporation Receives Fine

Mar 01, 2012


Nan Ya Plastics Corporation announced that it was imposed a fine of NTD 100,000 by Yunlin County Government, Environmental Protection Bureau, due to its violation of Air Pollution Control Act and Air Pollution Control and Emission Standards of Volatile Organic Compounds from February 2011 to April 2011.

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2007

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate (Period Average)

29.39004

31.497037

33.023867

31.543497

32.848802

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Net Sales

4.2

5.7

8.8

22.5

15.1

    Gross Revenue

11,440.2

10,840.2

7,485.5

10,513.4

10,625.0

    Sales Returns and Allowances

-356.9

-276.4

-211.4

-436.2

-208.3

Revenue

11,087.5

10,569.5

7,282.9

10,099.7

10,431.9

    Other Revenue

174.8

154.9

109.8

126.7

113.1

Other Revenue, Total

174.8

154.9

109.8

126.7

113.1

Total Revenue

11,262.3

10,724.3

7,392.7

10,226.4

10,545.0

 

 

 

 

 

 

    Cost of Revenue

9,513.4

8,896.6

6,559.9

9,014.3

8,377.0

Cost of Revenue, Total

9,513.4

8,896.6

6,559.9

9,014.3

8,377.0

Gross Profit

1,574.1

1,672.9

723.0

1,085.4

2,054.8

 

 

 

 

 

 

    Selling/General/Administrative Expense

613.0

571.5

439.5

584.2

505.7

Total Selling/General/Administrative Expenses

613.0

571.5

439.5

584.2

505.7

    Other, Net

0.3

-0.7

0.3

-0.6

0.9

Other Operating Expenses, Total

0.3

-0.7

0.3

-0.6

0.9

Total Operating Expense

10,126.7

9,467.4

6,999.6

9,597.9

8,883.6

 

 

 

 

 

 

Operating Income

1,135.6

1,257.0

393.1

628.5

1,661.4

 

 

 

 

 

 

        Interest Expense - Non-Operating

-71.1

-62.1

-72.7

-125.6

-138.0

        Interest Capitalized - Non-Operating

5.8

3.9

3.2

2.0

14.9

    Interest Expense, Net Non-Operating

-65.3

-58.3

-69.6

-123.6

-123.1

        Interest Income - Non-Operating

40.1

18.9

25.2

51.9

52.2

        Investment Income - Non-Operating

-30.6

332.1

161.4

-173.1

538.1

    Interest/Investment Income - Non-Operating

9.5

351.1

186.6

-121.3

590.4

Interest Income (Expense) - Net Non-Operating Total

-55.8

292.8

117.0

-244.9

467.3

Gain (Loss) on Sale of Assets

-1.6

0.5

9.9

1.7

75.6

    Other Non-Operating Income (Expense)

54.7

42.3

32.5

39.1

40.7

Other, Net

54.7

42.3

32.5

39.1

40.7

Income Before Tax

1,132.9

1,592.6

552.5

424.4

2,245.0

 

 

 

 

 

 

Total Income Tax

309.5

268.1

40.0

57.3

355.2

Income After Tax

823.4

1,324.5

512.4

367.2

1,889.8

 

 

 

 

 

 

    Minority Interest

-36.0

-23.6

-15.7

-69.6

-92.3

Net Income Before Extraord Items

787.4

1,300.9

496.7

297.6

1,797.5

    Accounting Change

-

-

-

-

0.0

Total Extraord Items

-

-

-

-

0.0

Net Income

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Income Available to Common Excl Extraord Items

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

7,852.2

7,852.2

7,852.2

7,852.2

7,852.2

Basic EPS Excl Extraord Items

0.10

0.17

0.06

0.04

0.23

Basic/Primary EPS Incl Extraord Items

0.10

0.17

0.06

0.04

0.23

Diluted Net Income

787.4

1,300.9

496.7

297.6

1,797.5

Diluted Weighted Average Shares

7,852.2

7,852.2

7,852.2

7,852.2

7,852.2

Diluted EPS Excl Extraord Items

0.10

0.17

0.06

0.04

0.23

Diluted EPS Incl Extraord Items

0.10

0.17

0.06

0.04

0.23

Dividends per Share - Common Stock Primary Issue

0.07

0.15

0.06

0.02

0.20

Gross Dividends - Common Stock

561.1

1,171.7

451.8

193.3

1,554.9

Interest Expense, Supplemental

65.3

58.3

69.6

123.6

123.1

Interest Capitalized, Supplemental

-5.8

-3.9

-3.2

-2.0

-14.9

Depreciation, Supplemental

484.5

476.3

476.5

519.7

473.5

Total Special Items

1.6

-0.5

-9.9

-1.7

-75.6

Normalized Income Before Tax

1,134.5

1,592.0

542.6

422.7

2,169.4

 

 

 

 

 

 

Effect of Special Items on Income Taxes

0.4

-0.1

-0.7

-0.2

-12.0

Inc Tax Ex Impact of Sp Items

309.9

268.0

39.3

57.0

343.2

Normalized Income After Tax

824.6

1,324.1

503.3

365.7

1,826.2

 

 

 

 

 

 

Normalized Inc. Avail to Com.

788.6

1,300.4

487.5

296.1

1,733.9

 

 

 

 

 

 

Basic Normalized EPS

0.10

0.17

0.06

0.04

0.22

Diluted Normalized EPS

0.10

0.17

0.06

0.04

0.22

Amort of Intangibles, Supplemental

39.6

46.9

49.9

50.1

43.4

Normalized EBIT

1,135.6

1,257.0

393.1

628.5

1,661.4

Normalized EBITDA

1,659.7

1,780.1

919.4

1,198.3

2,178.3

    Current Tax - Total

299.8

186.3

102.8

128.1

256.9

Current Tax - Total

299.8

186.3

102.8

128.1

256.9

    Deferred Tax - Total

9.7

81.7

-62.8

-70.8

98.3

Deferred Tax - Total

9.7

81.7

-62.8

-70.8

98.3

    Other Tax

-

-

-

-

0.0

Income Tax - Total

309.5

268.1

40.0

57.3

355.2

Interest Cost - Domestic

22.2

19.4

19.3

19.7

18.3

Service Cost - Domestic

13.6

16.1

17.6

19.7

19.8

Expected Return on Assets - Domestic

-0.8

-0.7

-0.6

-0.6

-0.5

Actuarial Gains and Losses - Domestic

-0.1

-0.1

-

-

-

Transition Costs - Domestic

9.5

8.3

10.9

12.9

12.2

Domestic Pension Plan Expense

44.5

43.1

47.2

51.8

49.8

Defined Contribution Expense - Domestic

25.7

19.3

14.5

-

-

Total Pension Expense

70.2

62.4

61.7

51.8

49.8

Discount Rate - Domestic

2.00%

3.00%

3.00%

3.00%

3.00%

Expected Rate of Return - Domestic

2.00%

3.00%

3.00%

3.00%

3.00%

Compensation Rate - Domestic

3.50%

3.50%

3.00%

3.00%

3.00%

Total Plan Interest Cost

22.2

19.4

19.3

19.7

18.3

Total Plan Service Cost

13.6

16.1

17.6

19.7

19.8

Total Plan Expected Return

-0.8

-0.7

-0.6

-0.6

-0.5

 




 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Restated Normal
31-Dec-2008

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate

30.279

29.1565

31.985

32.818

32.4345

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

935.6

1,257.9

517.0

715.7

647.5

    Short Term Investments

1,332.7

1,556.6

929.9

528.0

1,297.7

Cash and Short Term Investments

2,268.4

2,814.6

1,446.8

1,243.8

1,945.3

        Accounts Receivable - Trade, Gross

1,116.1

1,238.0

911.3

760.8

1,385.6

        Provision for Doubtful Accounts

-14.0

-15.5

-22.3

-28.8

-17.1

    Trade Accounts Receivable - Net

1,156.4

1,308.4

970.8

815.5

1,528.9

    Notes Receivable - Short Term

205.7

166.5

121.9

100.4

161.2

    Other Receivables

1,665.9

1,082.1

1,155.5

1,023.2

960.0

Total Receivables, Net

3,028.0

2,556.9

2,248.3

1,939.0

2,650.1

    Inventories - Finished Goods

507.8

403.5

325.9

332.5

370.9

    Inventories - Work In Progress

431.5

443.7

329.0

325.0

435.0

    Inventories - Raw Materials

481.8

477.5

339.2

394.7

553.7

    Inventories - Other

71.6

17.2

17.6

-31.8

18.4

Total Inventory

1,492.7

1,341.9

1,011.8

1,020.4

1,377.9

Prepaid Expenses

179.3

97.1

83.5

68.9

62.8

    Deferred Income Tax - Current Asset

2.9

7.3

-

17.8

13.6

    Other Current Assets

-

25.6

18.6

13.9

12.7

Other Current Assets, Total

2.9

32.8

18.6

31.7

26.2

Total Current Assets

6,971.3

6,843.3

4,809.1

4,303.8

6,062.3

 

 

 

 

 

 

        Buildings

1,619.2

1,600.9

1,500.3

1,387.2

1,348.9

        Land/Improvements

311.2

321.9

294.1

297.7

302.0

        Machinery/Equipment

9,323.7

8,972.1

8,180.1

7,978.1

7,547.7

        Construction in Progress

645.3

870.6

724.1

628.5

605.7

        Other Property/Plant/Equipment

1.5

1.6

1.5

4.4

4.9

    Property/Plant/Equipment - Gross

11,900.8

11,767.1

10,700.1

10,295.9

9,809.4

    Accumulated Depreciation

-7,018.5

-6,716.4

-5,890.5

-5,392.2

-5,006.5

Property/Plant/Equipment - Net

4,882.3

5,050.7

4,809.6

4,903.7

4,802.9

Intangibles, Net

63.2

66.1

60.6

68.7

65.5

    LT Investment - Affiliate Companies

3,195.9

3,452.0

3,034.9

2,504.4

3,418.1

    LT Investments - Other

202.2

212.8

333.7

273.6

199.5

Long Term Investments

3,398.1

3,664.8

3,368.6

2,778.0

3,617.6

    Deferred Charges

107.1

111.5

87.9

106.3

95.1

    Pension Benefits - Overfunded

25.2

-

-

1.5

40.5

    Deferred Income Tax - Long Term Asset

0.0

-

46.4

0.0

-

    Other Long Term Assets

87.2

57.6

58.5

61.2

49.9

Other Long Term Assets, Total

219.4

169.1

192.8

169.0

185.5

Total Assets

15,534.3

15,794.1

13,240.7

12,223.2

14,733.7

 

 

 

 

 

 

Accounts Payable

614.8

700.1

532.5

288.8

784.1

Accrued Expenses

444.1

423.8

301.0

325.4

400.3

Notes Payable/Short Term Debt

412.5

194.9

195.2

320.9

563.9

Current Portion - Long Term Debt/Capital Leases

477.3

277.4

427.9

660.6

522.1

    Customer Advances

36.9

26.2

23.5

16.0

15.0

    Other Payables

70.5

105.0

45.0

62.8

307.5

    Deferred Income Tax - Current Liability

-

-

1.0

0.0

-

    Other Current Liabilities

-

-

-

1.4

1.6

Other Current liabilities, Total

107.4

131.2

69.6

80.1

324.1

Total Current Liabilities

2,056.2

1,727.3

1,526.2

1,675.8

2,594.6

 

 

 

 

 

 

    Long Term Debt

3,616.0

3,281.4

2,941.5

2,759.7

2,188.7

Total Long Term Debt

3,616.0

3,281.4

2,941.5

2,759.7

2,188.7

Total Debt

4,505.8

3,753.8

3,564.6

3,741.1

3,274.7

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

62.0

56.4

-

35.5

101.5

Deferred Income Tax

62.0

56.4

-

35.5

101.5

Minority Interest

416.7

411.0

409.3

400.7

450.6

    Pension Benefits - Underfunded

615.3

582.7

502.3

459.9

472.4

    Other Long Term Liabilities

28.9

26.3

26.6

29.4

30.8

Other Liabilities, Total

644.2

608.9

529.0

489.2

503.2

Total Liabilities

6,795.0

6,085.1

5,405.9

5,360.9

5,838.6

 

 

 

 

 

 

    Common Stock

2,593.3

2,693.2

2,455.0

2,323.0

2,350.5

Common Stock

2,593.3

2,693.2

2,455.0

2,323.0

2,350.5

Additional Paid-In Capital

909.3

963.2

853.4

792.5

799.8

Retained Earnings (Accumulated Deficit)

4,029.0

4,656.1

3,429.8

3,098.4

4,427.4

Treasury Stock - Common

-0.1

-0.1

-0.1

-0.1

-0.1

Unrealized Gain (Loss)

1,005.6

1,390.1

852.9

337.2

1,102.0

    Translation Adjustment

202.3

6.5

243.8

311.3

215.5

Other Equity, Total

202.3

6.5

243.8

311.3

215.5

Total Equity

8,739.4

9,708.9

7,834.8

6,862.3

8,895.1

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

15,534.3

15,794.1

13,240.7

12,223.2

14,733.7

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

7,852.1

7,852.1

7,852.1

7,852.1

7,852.1

Total Common Shares Outstanding

7,852.1

7,852.1

7,852.1

7,852.1

7,852.1

Treasury Shares - Common Stock Primary Issue

0.2

0.2

0.2

0.2

0.2

Employees

34,480

33,710

30,297

30,435

32,621

Number of Common Shareholders

261,490

267,215

301,922

326,188

290,251

Deferred Revenue - Current

36.9

26.2

23.5

16.0

15.0

Total Long Term Debt, Supplemental

1,680.8

1,339.4

1,657.6

1,808.2

1,452.1

Long Term Debt Maturing within 1 Year

229.9

207.5

225.4

128.1

414.5

Long Term Debt Maturing in Year 2

428.4

272.7

773.5

434.5

303.9

Long Term Debt Maturing in Year 3

804.1

709.1

269.3

893.4

418.4

Long Term Debt Maturing in Year 4

67.3

58.6

259.2

70.4

92.5

Long Term Debt Maturing in Year 5

89.8

49.8

54.0

166.6

61.0

Long Term Debt Maturing in 2-3 Years

1,232.5

981.8

1,042.9

1,327.9

722.4

Long Term Debt Maturing in 4-5 Years

157.1

108.4

313.2

237.1

153.5

Long Term Debt Matur. in Year 6 & Beyond

61.4

41.8

76.1

115.1

161.7

Pension Obligation - Domestic

829.9

748.9

638.8

652.6

644.5

Plan Assets - Domestic

26.0

26.9

20.4

19.7

17.5

Funded Status - Domestic

-803.9

-722.0

-618.4

-632.9

-627.1

Accumulated Obligation - Domestic

631.5

535.6

460.1

461.9

473.4

Total Funded Status

-803.9

-722.0

-618.4

-632.9

-627.1

Discount Rate - Domestic

2.00%

3.00%

3.00%

3.00%

3.00%

Expected Rate of Return - Domestic

2.00%

3.00%

3.00%

3.00%

3.00%

Compensation Rate - Domestic

3.50%

3.50%

3.00%

3.00%

3.00%

Prepaid Benefits - Domestic

25.2

-

-

1.5

40.5

Accrued Liabilities - Domestic

-615.3

-582.7

-502.3

-459.9

-472.4

Net Assets Recognized on Balance Sheet

-590.1

-582.7

-502.3

-458.4

-431.8

Total Plan Obligations

829.9

748.9

638.8

652.6

644.5

Total Plan Assets

26.0

26.9

20.4

19.7

17.5

 




 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2007

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate (Period Average)

29.39004

31.497037

33.023867

31.543497

32.848802

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

823.4

1,324.5

512.4

367.2

1,889.8

    Depreciation

507.1

477.4

477.6

521.0

475.0

Depreciation/Depletion

507.1

477.4

477.6

521.0

475.0

    Amortization of Intangibles

39.6

46.9

49.9

50.1

43.4

Amortization

39.6

46.9

49.9

50.1

43.4

Deferred Taxes

12.1

91.5

-61.5

-72.1

91.3

    Accounting Change

-

-

-

-

0.0

    Unusual Items

1.6

-23.0

-6.3

-5.1

-77.8

    Equity in Net Earnings (Loss)

212.0

-275.0

-136.4

308.5

-413.4

    Other Non-Cash Items

392.7

367.9

63.2

576.1

530.0

Non-Cash Items

606.2

69.9

-79.5

879.5

38.8

    Accounts Receivable

99.6

-334.8

-99.1

713.8

-333.6

    Inventories

-233.4

-157.5

82.2

243.1

-46.4

    Prepaid Expenses

-63.1

-5.3

-12.5

-8.6

8.0

    Other Assets

-

-4.8

3.0

-

-

    Accounts Payable

-61.0

108.4

284.9

-545.9

184.7

    Accrued Expenses

37.2

87.6

-31.0

-73.0

52.6

    Other Liabilities

7.7

99.2

23.1

-112.0

96.7

    Other Operating Cash Flow

-

-

-

-

0.0

Changes in Working Capital

-213.0

-207.1

250.6

217.4

-38.1

Cash from Operating Activities

1,775.5

1,803.1

1,149.6

1,963.0

2,500.3

 

 

 

 

 

 

    Purchase of Fixed Assets

-368.1

-488.3

-344.8

-504.7

-654.0

    Purchase/Acquisition of Intangibles

-0.5

-

-

-15.9

0.0

Capital Expenditures

-368.6

-488.3

-344.8

-520.6

-654.0

    Sale of Fixed Assets

5.5

13.2

26.4

14.6

124.6

    Sale/Maturity of Investment

228.1

67.0

10.0

36.5

105.0

    Purchase of Investments

-887.3

-216.9

-325.0

-46.2

-143.4

    Other Investing Cash Flow

-751.8

178.1

-166.9

-93.1

-625.0

Other Investing Cash Flow Items, Total

-1,405.5

41.3

-455.5

-88.2

-538.8

Cash from Investing Activities

-1,774.1

-446.9

-800.2

-608.8

-1,192.8

 

 

 

 

 

 

    Other Financing Cash Flow

18.9

-42.3

-73.8

-185.2

-192.6

Financing Cash Flow Items

18.9

-42.3

-73.8

-185.2

-192.6

    Cash Dividends Paid - Common

-1,252.8

-484.9

-174.7

-1,618.1

-1,157.6

Total Cash Dividends Paid

-1,252.8

-484.9

-174.7

-1,618.1

-1,157.6

    Short Term Debt, Net

231.4

-14.8

-184.9

-211.3

117.6

        Long Term Debt Issued

1,587.0

1,589.4

604.1

-

-

        Long Term Debt Reduction

-913.7

-1,673.4

-529.3

-

-

    Long Term Debt, Net

673.3

-84.0

-117.0

755.1

-210.7

Issuance (Retirement) of Debt, Net

904.7

-98.8

-301.9

543.8

-93.1

Cash from Financing Activities

-329.2

-626.1

-550.4

-1,259.5

-1,443.3

 

 

 

 

 

 

Foreign Exchange Effects

43.9

-90.6

-9.5

-15.8

-77.2

Net Change in Cash

-284.0

639.5

-210.5

78.8

-213.0

 

 

 

 

 

 

Net Cash - Beginning Balance

1,248.0

525.0

711.3

665.8

852.4

Net Cash - Ending Balance

963.9

1,164.5

500.7

744.6

639.4

Cash Interest Paid

55.7

61.5

69.9

115.5

149.2

Cash Taxes Paid

300.9

85.8

52.3

385.5

114.1

 

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

 

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2007

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate (Period Average)

29.39004

31.497037

33.023867

31.543497

32.848802

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Gross Sales

11,440.2

10,840.2

7,485.5

10,513.4

10,625.0

    Sales Returns

-117.9

-53.2

-33.4

-99.8

-32.8

    Sales Discounts and Allowances

-239.0

-223.1

-178.0

-336.4

-175.5

    Service Revenue

4.2

5.7

8.8

22.5

15.1

    Other Operating Revenues

174.8

154.9

109.8

126.7

113.1

Total Revenue

11,262.3

10,724.3

7,392.7

10,226.4

10,545.0

 

 

 

 

 

 

    Cost of Sales

9,513.4

8,896.6

6,559.9

9,014.3

8,373.7

    Real. Gain on Inter-affiliate Accounts

0.3

-0.7

0.3

-0.6

0.9

    Selling Expense

309.7

317.4

240.0

302.5

240.9

    General and Administrative Expenses

303.3

254.1

199.5

281.7

264.8

    Inventory Devaluation & Obsolescence

-

-

-

-

3.3

Total Operating Expense

10,126.7

9,467.4

6,999.6

9,597.9

8,883.6

 

 

 

 

 

 

    Interest Income

40.1

18.9

25.2

51.9

52.2

    Gain/Loss on Equity Investment

-212.0

275.0

136.4

0.0

413.4

    Dividend Income

115.0

67.8

30.2

110.1

78.5

    Gains on Disposal of Fixed Assets

0.8

2.0

10.7

8.2

82.9

    G/L on Financial Assets Revaluation

-0.4

-2.4

-1.8

-3.7

4.3

    G/L Revaluation on Fin. Liabilities

0.6

0.9

2.5

-3.7

-

    Investment Loss under Equity Method

-

-

-

-308.5

-

    Foreign Exchange Gain

66.1

-

-

29.1

40.6

    Foreign Exchange Loss

0.0

-32.3

-8.7

0.0

-

    Gains on Sale of Investments

0.1

23.3

4.6

4.6

2.3

    Loss on Sale of Investments

-

-

-

-

-0.9

    Miscellaneous Income

62.4

52.3

40.3

53.3

57.7

    Interest Expense

-71.1

-62.1

-72.7

-125.6

-138.0

    Interest Capitalized

5.8

3.9

3.2

2.0

14.9

    Loss on Disposal of Fixed Assets

-2.3

-1.5

-0.8

-6.4

-7.3

    Other Investment Loss

-0.1

-0.2

-1.8

-1.0

-

    Miscellaneous Disbursements

-7.7

-10.0

-7.8

-14.2

-16.9

Net Income Before Taxes

1,132.9

1,592.6

552.5

424.4

2,245.0

 

 

 

 

 

 

Provision for Income Taxes

309.5

268.1

40.0

57.3

355.2

Net Income After Taxes

823.4

1,324.5

512.4

367.2

1,889.8

 

 

 

 

 

 

    Minority Interest

-36.0

-23.6

-15.7

-69.6

-92.3

Net Income Before Extra. Items

787.4

1,300.9

496.7

297.6

1,797.5

    Accounting Change

-

-

-

-

0.0

Net Income

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Income Available to Com Excl ExtraOrd

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

787.4

1,300.9

496.7

297.6

1,797.5

 

 

 

 

 

 

Basic Weighted Average Shares

7,852.2

7,852.2

7,852.2

7,852.2

7,852.2

Basic EPS Excluding ExtraOrdinary Items

0.10

0.17

0.06

0.04

0.23

Basic EPS Including ExtraOrdinary Items

0.10

0.17

0.06

0.04

0.23

Diluted Net Income

787.4

1,300.9

496.7

297.6

1,797.5

Diluted Weighted Average Shares

7,852.2

7,852.2

7,852.2

7,852.2

7,852.2

Diluted EPS Excluding ExtraOrd Items

0.10

0.17

0.06

0.04

0.23

Diluted EPS Including ExtraOrd Items

0.10

0.17

0.06

0.04

0.23

DPS-Common Stock

0.07

0.15

0.06

0.02

0.20

Gross Dividends - Common Stock

561.1

1,171.7

451.8

193.3

1,554.9

Normalized Income Before Taxes

1,134.5

1,592.0

542.6

422.7

2,169.4

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

309.9

268.0

39.3

57.0

343.2

Normalized Income After Taxes

824.6

1,324.1

503.3

365.7

1,826.2

 

 

 

 

 

 

Normalized Inc. Avail to Com.

788.6

1,300.4

487.5

296.1

1,733.9

 

 

 

 

 

 

Basic Normalized EPS

0.10

0.17

0.06

0.04

0.22

Diluted Normalized EPS

0.10

0.17

0.06

0.04

0.22

Interest Expense

65.3

58.3

69.6

123.6

123.1

Interest Capitalized

-5.8

-3.9

-3.2

-2.0

-14.9

Depreciation- Operating Cost

458.5

451.8

462.3

501.0

456.4

Depreciation- Operating Expense

26.0

24.5

14.1

18.8

17.1

Amortisation- Operating Cost

35.5

43.3

46.0

44.9

38.1

Amortisation- Operating Expense

4.1

3.6

3.9

5.2

5.3

    Current Tax

299.8

186.3

102.8

128.1

256.9

Current Tax - Total

299.8

186.3

102.8

128.1

256.9

    Deferred Tax

9.7

81.7

-62.8

-70.8

98.3

Deferred Tax - Total

9.7

81.7

-62.8

-70.8

98.3

    Other Income Tax

-

-

-

-

0.0

Income Tax - Total

309.5

268.1

40.0

57.3

355.2

Service Cost

13.6

16.1

17.6

19.7

19.8

Interest Cost

22.2

19.4

19.3

19.7

18.3

Actual Return on Plan Assets

-0.8

-0.7

-0.6

-0.6

-0.5

Actuarial Gains/ Losses

-0.1

-0.1

-

-

-

Amortization of Unrecognized Cost

9.5

8.3

10.9

12.9

12.2

Domestic Pension Plan Expense

44.5

43.1

47.2

51.8

49.8

Defined Contribution Expense - Domestic

25.7

19.3

14.5

-

-

Total Pension Expense

70.2

62.4

61.7

51.8

49.8

Discount Rate

2.00%

3.00%

3.00%

3.00%

3.00%

Rate of Compensation Increase

3.50%

3.50%

3.00%

3.00%

3.00%

Expected Rate of Return on Plan Assets

2.00%

3.00%

3.00%

3.00%

3.00%

 




 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Restated Normal
31-Dec-2008

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate

30.279

29.1565

31.985

32.818

32.4345

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Cash and Cash Equivalent

935.6

1,257.9

517.0

715.7

647.5

    Notes Receivable

205.7

166.5

121.9

100.4

161.2

    Accounts Receivable, Gross

1,116.1

1,238.0

911.3

760.8

1,385.6

    Provision for Bad Debts

-14.0

-15.5

-22.3

-28.8

-17.1

    Accounts Receivable - Related Parties

54.3

85.9

81.9

83.5

160.5

    Other Receivables

134.3

176.7

94.4

342.1

87.6

    Due from Related Parties

1,531.7

905.4

1,061.1

681.2

872.3

    Finished Goods

507.7

403.3

325.7

332.0

370.8

    Work in Process

341.8

362.3

245.6

232.5

300.4

    Machine Parts in Process

89.7

81.4

83.5

92.4

134.7

    Raw Material

463.0

459.7

321.8

374.5

486.2

    Reclaimed Materials

0.9

0.6

0.6

2.1

0.0

    Supplies

17.9

17.2

16.9

18.1

67.5

    Subcontracted Material

6.4

3.3

6.2

3.2

3.1

    Consigned Merchandise

0.0

0.2

0.1

0.5

0.1

    Inventory in Transit

65.2

13.9

11.4

8.4

22.6

    Provision/Allowance for Inventory

-

-

-

-43.4

-7.3

    Prepayment & Other Current Assets

179.3

97.1

83.5

68.9

62.8

    Deferred Income Tax - Current Assets

2.9

7.3

-

17.8

13.6

    Other Current Assets

-

25.6

18.6

12.5

11.2

    Financial Asset at Fair Value, Current

0.3

0.7

1.2

1.4

14.2

    Financial Assets For Sale

1,332.4

1,555.9

928.6

526.7

1,283.5

    Financial Assets Derivatives-Current

-

-

-

1.4

1.4

Total Current Assets

6,971.3

6,843.3

4,809.1

4,303.8

6,062.3

 

 

 

 

 

 

    Long Term Equity Investments

3,195.9

3,452.0

3,034.9

2,504.4

3,418.1

    Financial Assets-Fair Value,Non-Current

0.0

0.1

1.8

3.4

3.0

    Financial Assets-Available for Sale,Non-

102.7

109.4

239.1

182.1

105.9

    Financial Assets At Cost Method

99.5

103.3

92.8

88.1

90.6

    Financial Derivatives- Hedging

-

-

-

-

0.7

    Land

311.2

321.9

294.1

297.7

302.0

    Buildings and Structures

1,619.2

1,600.9

1,500.3

1,387.2

1,348.9

    Machinery and Equipment

8,937.1

8,622.6

7,868.8

7,699.2

7,278.9

    Transportation Equipment

53.1

53.3

48.2

49.1

48.6

    Other Facilities

333.4

296.3

263.1

229.7

220.2

    Revaluation Increment

1.5

1.6

1.5

4.4

4.9

    Accumulated Depreciation

-7,018.5

-6,716.4

-5,890.5

-5,392.2

-5,006.5

    Construction in Progress

576.2

799.9

658.9

528.2

582.7

    Prepayment for Land&Equipments

69.0

70.6

65.3

100.3

23.0

    Intangibles - Technical Assistance

15.1

19.9

20.0

30.6

23.9

    Land Use Right

48.1

46.1

40.6

38.1

41.6

    Deferred Pension Cost

25.2

-

-

1.5

40.5

    Security Deposit Paid

9.8

2.4

6.2

3.6

3.4

    Deferred Expenses

107.1

111.5

87.9

106.3

95.1

    Deferred Income Tax Assets

0.0

-

46.4

0.0

-

    Other Assets

77.4

55.2

52.3

57.6

45.7

Total Assets

15,534.3

15,794.1

13,240.7

12,223.2

14,733.7

 

 

 

 

 

 

    Short Term Borrowings

411.2

193.8

191.2

316.0

563.7

    Short Term Borrowings - Employee

-

-

-

0.1

0.1

    Short Term Notes & Bills Payable

-

-

-

56.3

18.5

    Notes Payable

0.0

0.0

-

-

0.0

    Accounts Payable

258.1

251.4

171.4

106.4

294.5

    Accounts Payable - Related Parties

356.7

448.6

361.1

126.1

471.2

    Accrued Expenses

444.1

423.8

301.0

325.4

400.3

    Financial Liabilit at Fair Val., Current

1.3

1.1

3.9

4.8

0.0

    Derivative Financial Liability for Hedgi

-

-

-

1.4

1.6

    Payable - Due from Related Parties

0.7

-

4.7

18.6

122.9

    Other Payables

69.8

105.0

40.3

44.2

184.6

    Current Portion of LT Corporate Bonds

247.5

69.9

202.5

532.4

107.6

    Current Portion of Long Term Borrowings

229.9

207.5

225.4

128.1

414.5

    Deferred Income Tax Liabilities

-

-

1.0

0.0

-

    Advance Receipts & Current Liabilities

36.9

26.2

23.5

16.0

15.0

Total Current Liabilities

2,056.2

1,727.3

1,526.2

1,675.8

2,594.6

 

 

 

 

 

 

    Financial Liabilities - Fair Value

1.0

1.9

2.0

3.7

0.0

    Corporate Bonds Payable

2,163.8

2,146.9

1,506.7

1,065.2

1,149.6

    Long Term Borrowings

1,451.0

1,131.9

1,432.1

1,680.1

1,037.6

    Long Term Payables

0.2

0.6

0.7

10.8

1.6

Total Long Term Debt

3,616.0

3,281.4

2,941.5

2,759.7

2,188.7

 

 

 

 

 

 

    Financial Liabilities Derivative

-

-

-

-

0.7

    Accrued Pension Liabilities

615.3

582.7

502.3

459.9

472.4

    Long Term Security Deposits Received

20.7

24.6

23.8

25.4

26.8

    Deferred Income Tax Liabilities

62.0

56.4

-

35.5

101.5

    Other Liabilities

8.2

1.6

2.9

4.0

3.3

    Minority Interest

416.7

411.0

409.3

400.7

450.6

Total Liabilities

6,795.0

6,085.1

5,405.9

5,360.9

5,838.6

 

 

 

 

 

 

    Common Stock

2,593.3

2,693.2

2,455.0

2,323.0

2,350.5

    Paid-in Capital

909.3

963.2

853.4

792.5

799.8

    Legal Reserve

1,353.3

1,264.9

1,101.7

1,045.1

875.5

    Special Reserve

1,785.9

1,854.6

1,690.6

1,647.7

1,611.6

    Retained Earnings

889.8

1,536.6

637.4

405.5

1,940.4

    Cumulative Translation Adjustments

202.3

6.5

243.8

311.3

215.5

    Unrealized LT Invest./Fncl. Assets G/L

998.1

1,382.2

845.8

327.3

1,091.4

    Unrealized Revaluation Increment

7.5

7.8

7.2

9.9

10.5

    Treasury Stocks

-0.1

-0.1

-0.1

-0.1

-0.1

Total Equity

8,739.4

9,708.9

7,834.8

6,862.3

8,895.1

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

15,534.3

15,794.1

13,240.7

12,223.2

14,733.7

 

 

 

 

 

 

    S/O-Common Stock

7,852.1

7,852.1

7,852.1

7,852.1

7,852.1

Total Common Shares Outstanding

7,852.1

7,852.1

7,852.1

7,852.1

7,852.1

T/S-Common Stock

0.2

0.2

0.2

0.2

0.2

Advance Receipts & Current Liabilities

36.9

26.2

23.5

16.0

15.0

Full-Time Employees

34,480

33,710

30,297

30,435

32,621

Number of Common Shareholders

261,490

267,215

301,922

326,188

290,251

LT Debt due in 1 Year

229.9

207.5

225.4

128.1

414.5

LT Debt due in 2 Years

428.4

272.7

773.5

434.5

303.9

LT Debt due in 3 Years

804.1

709.1

269.3

893.4

418.4

LT Debt due in 4 Years

67.3

58.6

259.2

70.4

92.5

LT Debt due in 5Years

89.8

49.8

54.0

166.6

61.0

LT Debt due in Other Years

61.4

41.8

76.1

115.1

161.7

Total Long Term Debt, Supplemental

1,680.8

1,339.4

1,657.6

1,808.2

1,452.1

Accumulated Benefit Obligation

631.5

535.6

460.1

461.9

473.4

Benefit Obligation

829.9

748.9

638.8

652.6

644.5

Fair Value of Plan Assets

26.0

26.9

20.4

19.7

17.5

Funded Status

-803.9

-722.0

-618.4

-632.9

-627.1

Total Funded Status

-803.9

-722.0

-618.4

-632.9

-627.1

Discount Rate

2.00%

3.00%

3.00%

3.00%

3.00%

Rate of Compensation Increase

3.50%

3.50%

3.00%

3.00%

3.00%

Expected Rate of Return on Plan Assets

2.00%

3.00%

3.00%

3.00%

3.00%

Deferred Pension Cost

25.2

-

-

1.5

40.5

Accrued Pension Liabilities

-615.3

-582.7

-502.3

-459.9

-472.4

Net Assets Recognized on Balance Sheet

-590.1

-582.7

-502.3

-458.4

-431.8

 




 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2010

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2007

Filed Currency

TWD

TWD

TWD

TWD

TWD

Exchange Rate (Period Average)

29.39004

31.497037

33.023867

31.543497

32.848802

Auditor

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

Net Income

823.4

1,324.5

512.4

367.2

1,889.8

    Depreciation

507.1

477.4

477.6

521.0

475.0

    Amortization

39.6

46.9

49.9

50.1

43.4

    Provision/Reserval Bad Debts

-1.9

-3.0

-5.0

21.2

5.6

    Amort. of Bond Issuance Fees

1.5

1.5

1.1

0.6

0.7

    Prov./Reserval of Inventory Devaluation

26.8

-2.8

-35.8

37.4

3.3

    Investment Income under Equity Method

212.0

-275.0

-136.4

308.5

-413.4

    Cash Dividends from Investee Companies

370.9

344.2

104.4

512.1

519.4

    Disposal of Assets, Net

1.6

-0.5

-7.2

-1.7

-75.6

    Other Expense-Fixed Asset

0.6

0.1

-

-

0.0

    Gain on Disposal of ST Investments

-0.1

-22.9

-0.9

-

-2.1

    G/L on Financial Assets/Lia. Revaluation

-0.2

1.5

-0.7

7.4

-3.8

    Accounting Change

-

-

-

-

0.0

    Prov. Permanent LT Invest. Devaluation

-

-

-

1.0

0.9

    Unrealized Gain from Sales - Affiliates

0.3

-0.7

0.3

-0.6

0.9

    Unrealized Exchange Gain/Loss

-4.1

10.8

5.3

-2.8

3.0

    Sale of Financial Assets, at Cost

-

-

-

-4.2

0.0

    Income fr Uncollected Dividends>5 yr

-

-

-

-0.4

-0.2

    Income fr Uncollected Remuneration>5 yr

-

-

-

-0.2

-

    Income fr Uncollected Divid.&Remun.>5 yr

-1.1

-1.4

-1.8

-

-

    Unrealized Reval. Increment-Other Income

-

-

-0.2

-

-

    Unrealized Reval. Increment-Sale of Prop

0.0

0.0

-2.7

-

-

    Cash Reduction of Fncl. Assets at Cost

-

-

-1.8

-

-

    Donated Fixed Assets

0.0

0.0

0.0

1.7

0.1

    Other Investment Loss

0.1

0.2

1.8

-

-

    Donated Intangible Assets

0.0

0.3

-

-

-

    Subsidiaries Lost Control

0.0

17.8

-

-

-

    G/L on Sale Financial Assets HFS

-

-

-

-0.4

-

    Gain on Disposal of LT Equity Investment

-

-

-

0.0

0.0

    Notes Receivable Decrease/ Increase

-47.2

-30.7

-18.9

61.4

18.0

    Accounts Receivable & Overdue Accounts

-

-

-

709.8

-

    Accounts Receivable Decrease/Increase

109.9

-236.4

-129.0

-

-316.8

    Other Receivables Decrease

37.0

-67.7

48.8

-57.4

-34.8

    Inventory Decrease/Increase

-233.4

-157.5

82.2

243.1

-46.4

    Prepayment & Other Current Assets

-63.1

-

-

-8.6

8.0

    Prepayment

-

-5.3

-12.5

-

-

    Other Current Assets

-

-4.8

3.0

-

-

    Deferred Income Tax - Assets Increase

4.2

40.4

-27.2

-72.1

91.3

    Notes Payable Increase/Decrease

0.0

0.0

-

-

-

    Accounts Payable Increase/Decrease

-61.0

108.4

284.9

-

-

    Accounts & Notes Payable

-

-

-

-545.9

184.7

    Accrued Expenses Decrease

37.2

87.6

-31.0

-73.0

52.6

    Other Payables Increase/Decrease

-34.0

68.8

-13.0

-146.8

97.3

    Advance Receipts Decrease

-

2.2

-2.8

1.8

-28.3

    Advance Receipts& Other Current Liabilit

11.7

-

-

-

-

    Other Current Liabilities

-

-1.1

9.4

-

-

    Deferred Tax Liabilities

7.9

51.1

-34.3

-

-

    Accrued Pension Liabilities Increase

30.0

29.2

29.5

32.9

27.7

    Loss in Control

-

-

-

-

0.0

Cash from Operating Activities

1,775.5

1,803.1

1,149.6

1,963.0

2,500.3

 

 

 

 

 

 

    Purchase of Financial Assets-Fair Value

0.0

-

-

-

-

    Increase in Long Term Equity Investments

-523.2

-177.1

-310.7

-45.3

-23.9

    Decrease in Long Term Equity Investments

0.0

26.4

3.8

0.0

0.0

    Financial Assets for Sale- Increase

-364.1

-38.6

-8.8

-1.0

-198.2

    Financial Assets for Sale- Decrease

228.1

40.6

6.2

30.9

105.0

    Financial Assest At Cost- Increase

0.0

-1.2

-5.5

-

0.0

    Financial Assest At Cost- Decrease

-

-

-

5.6

0.0

    Capital Reduction in Fncl. Assets At Cos

-

-

3.1

-

-

    Other Receivables-Cash Loaned to Others

-

-

199.0

-211.1

-

    Disposal of Fixed Assets

5.5

13.2

26.4

14.6

124.6

    Capital Expenditure

-368.1

-488.3

-344.8

-504.7

-654.0

    Temporary Deposit Increase/ Decrease

-

-

-

185.8

-

    Due from Related Parties

-679.8

235.9

-351.8

-

-549.1

    Security Deposit Paid Decrease/Increase

-7.7

4.0

-2.4

-0.2

-1.0

    Deferred Expenses Increase

-36.3

-65.8

-23.2

-53.4

-82.9

    Purchase of Intangible Assets

-0.5

-

-

-15.9

0.0

    Financial Assets At Fair Value- Increase

-

-

-

0.0

78.7

    Assets Consolidation Adjustments

0.0

0.9

-

-

-

    Other Miscellaneous Assets

-28.0

3.1

8.4

-14.2

8.0

Cash from Investing Activities

-1,774.1

-446.9

-800.2

-608.8

-1,192.8

 

 

 

 

 

 

    Short Term Borrowings, Net

231.4

-14.8

-128.9

-250.9

99.3

    Short Term Notes & Bills Payable

-

-

-56.0

39.6

18.3

    Issuance of Corporate Bonds

339.4

931.1

604.1

-

-

    Repayment of Corporate Bonds

-69.4

-573.9

-529.3

-

-

    Long Term Borrowings Increase/Decrease

-

-

-191.7

386.2

115.8

    Long Term Borrowings Decrease

-844.3

-1,099.4

-

-

-

    Long Term Borrowings Increase

1,247.6

658.3

-

-

-

    Corporate Debts Increase/Decrease

-

-

-

368.9

-326.4

    Security Deposit Received Increase

-3.1

-1.3

-2.2

-1.1

-6.3

    Due to Related Parties Increase/ Decreas

0.7

-4.8

-13.9

-105.6

-113.9

    LT Liab. Increase

-0.4

0.0

-10.0

9.5

-

    Other Miscellaneous Liabilities Increase

8.7

-1.4

-4.1

-2.0

-3.8

    Cash Dividends

-1,252.8

-484.9

-174.7

-1,618.1

-1,157.6

    Directors Remuneration & Employees Bonus

-

-

-1.6

-6.4

-5.8

    Minority Interest

13.0

-34.8

-41.8

-79.6

-62.9

Cash from Financing Activities

-329.2

-626.1

-550.4

-1,259.5

-1,443.3

 

 

 

 

 

 

Foreign Exchange Effects

43.9

-90.6

-9.5

-15.8

-77.2

Net Change in Cash

-284.0

639.5

-210.5

78.8

-213.0

 

 

 

 

 

 

Net Cash - Beginning Balance

1,248.0

525.0

711.3

665.8

852.4

Net Cash - Ending Balance

963.9

1,164.5

500.7

744.6

639.4

    Cash Interest Paid

55.7

61.5

69.9

115.5

149.2

    Cash Taxes Paid

300.9

85.8

52.3

385.5

114.1

 

 

Financial Health

 

Financials in: USD (mil) 

Except for share items (millions) and per share items (actual units)         

 

Key Indicators USD (mil)

 

Quarter
Ending
30-Sep-2012

Quarter
Ending
Yr Ago

Annual
Year End
31-Dec-2011

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1

2,512.2

-6.25%

11,262.3

-2.01%

0.86%

3.67%

Operating Income1

87.0

-65.76%

1,135.6

-15.70%

18.96%

-0.13%

Income Available to Common Excl Extraord Items1

161.2

-9.58%

787.4

-43.52%

35.10%

-13.46%

Basic EPS Excl Extraord Items1

0.02

-9.58%

0.10

-43.52%

35.09%

-13.46%

Capital Expenditures2

419.0

66.92%

368.6

-29.56%

-12.95%

-18.23%

Cash from Operating Activities2

836.2

-35.54%

1,775.5

-8.12%

-5.54%

0.68%

Free Cash Flow

423.0

-60.12%

1,365.5

-0.16%

-3.14%

14.74%

Total Assets3

16,288.8

1.49%

15,534.3

2.14%

5.45%

1.64%

Total Liabilities3

7,886.2

13.96%

6,795.0

15.96%

5.36%

2.08%

Total Long Term Debt3

3,796.8

6.06%

3,616.0

14.44%

6.53%

7.74%

Employees3

-

-

34480

2.28%

4.25%

1.73%

Total Common Shares Outstanding3

7,852.1

0.00%

7,852.1

0.00%

0.00%

0.00%

1-ExchangeRate: TWD to USD Average for Period

29.873205

 

29.390040

 

 

 

2-ExchangeRate: TWD to USD Average for Period

29.738704

 

29.390040

 

 

 

3-ExchangeRate: TWD to USD Period End Date

29.331796

 

30.279000

 

 

 

Utility Industry Specific USD (mil)

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

 

Deferred Charges3

107.1

111.5

87.9

106.3

95.1

 

3-ExchangeRate: TWD to USD Period End Date

30.279000

29.156500

31.985000

32.818000

32.434500

 

 

Key Ratios

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Profitability

Gross Margin

14.20%

15.83%

9.93%

10.75%

19.70%

Operating Margin

10.08%

11.72%

5.32%

6.15%

15.76%

Pretax Margin

10.06%

14.85%

7.47%

4.15%

21.29%

Net Profit Margin

6.99%

12.13%

6.72%

2.91%

17.05%

Financial Strength

Current Ratio

3.39

3.96

3.15

2.57

2.34

Long Term Debt/Equity

0.41

0.34

0.38

0.40

0.25

Total Debt/Equity

0.52

0.39

0.46

0.55

0.37

Management Effectiveness

Return on Assets

5.20%

9.44%

4.10%

2.64%

13.62%

Return on Equity

8.45%

15.36%

6.90%

3.65%

22.01%

Efficiency

Receivables Turnover

3.98

4.61

3.60

4.31

4.84

Inventory Turnover

6.63

7.84

6.58

7.27

6.25

Asset Turnover

0.71

0.76

0.59

0.73

0.76

Market Valuation USD (mil)

P/E (TTM)

645.37

.

Enterprise Value2

19,070.6

Price/Sales (TTM)

1.51

.

Enterprise Value/Revenue (TTM)

1.84

Price/Book (MRQ)

1.87

.

Enterprise Value/EBITDA (TTM)

18.94

Market Cap as of 06-Feb-20131

15,622.3

.

 

 

1-ExchangeRate: TWD to USD on 6-Feb-2013

29.554806

 

 

 

2-ExchangeRate: TWD to USD on 30-Sep-2012

29.331796

 

 

 

 

 

Annual Ratios

 

Financials in: USD (mil) 

Except for share items (millions) and per share items (actual units)         

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Financial Strength

Current Ratio 

3.39

3.96

3.15

2.57

2.34

Quick/Acid Test Ratio 

2.58

3.11

2.42

1.90

1.77

Working Capital1 

4,915.2

5,116.0

3,282.9

2,628.0

3,467.8

Long Term Debt/Equity 

0.41

0.34

0.38

0.40

0.25

Total Debt/Equity 

0.52

0.39

0.46

0.55

0.37

Long Term Debt/Total Capital 

0.27

0.24

0.26

0.26

0.18

Total Debt/Total Capital 

0.34

0.28

0.31

0.35

0.27

Payout Ratio 

71.25%

90.07%

90.95%

64.97%

86.50%

Effective Tax Rate 

27.32%

16.83%

7.25%

13.49%

15.82%

Total Capital1 

13,245.2

13,462.7

11,399.4

10,603.5

12,169.8

 

 

 

 

 

 

Efficiency

Asset Turnover 

0.71

0.76

0.59

0.73

0.76

Inventory Turnover 

6.63

7.84

6.58

7.27

6.25

Days In Inventory 

55.04

46.56

55.48

50.18

58.36

Receivables Turnover 

3.98

4.61

3.60

4.31

4.84

Days Receivables Outstanding 

91.66

79.13

101.33

84.63

75.46

Revenue/Employee2 

317,043

343,674

251,934

322,959

327,387

Operating Income/Employee2 

31,969

40,281

13,396

19,849

51,582

EBITDA/Employee2 

46,722

57,046

31,333

37,844

67,628

 

 

 

 

 

 

Profitability

Gross Margin 

14.20%

15.83%

9.93%

10.75%

19.70%

Operating Margin 

10.08%

11.72%

5.32%

6.15%

15.76%

EBITDA Margin 

14.74%

16.60%

12.44%

11.72%

20.66%

EBIT Margin 

10.08%

11.72%

5.32%

6.15%

15.76%

Pretax Margin 

10.06%

14.85%

7.47%

4.15%

21.29%

Net Profit Margin 

6.99%

12.13%

6.72%

2.91%

17.05%

COGS/Revenue 

84.47%

82.96%

88.73%

88.15%

79.44%

SG&A Expense/Revenue 

5.44%

5.33%

5.94%

5.71%

4.80%

 

 

 

 

 

 

Management Effectiveness

Return on Assets 

5.20%

9.44%

4.10%

2.64%

13.62%

Return on Equity 

8.45%

15.36%

6.90%

3.65%

22.01%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 

0.17

0.18

0.11

0.18

0.24

Operating Cash Flow/Share 2 

0.22

0.25

0.15

0.24

0.32

1-ExchangeRate: TWD to USD Period End Date

30.279

29.1565

31.985

32.818

32.4345

2-ExchangeRate: TWD to USD Average for Period

30.279

29.1565

31.985

32.818

32.4345

 

Current Market Multiples

Market Cap/Earnings (TTM) 

645.39

Market Cap/Equity (MRQ) 

1.87

Market Cap/Revenue (TTM) 

1.51

Market Cap/EBIT (TTM) 

35.23

Market Cap/EBITDA (TTM) 

15.63

Enterprise Value/Earnings (TTM) 

781.90

Enterprise Value/Equity (MRQ) 

2.27

Enterprise Value/Revenue (TTM) 

1.84

Enterprise Value/EBIT (TTM) 

42.68

Enterprise Value/EBITDA (TTM) 

18.94

 


FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.58.45

UK Pound

1

Rs.91.60

Euro

1

Rs.77.91

 

INFORMATION DETAILS

 

Report Prepared by :

MNL

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

----

NB

New Business

----

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.