MIRA INFORM REPORT

 

 

Report Date :

15.03.2013

 

IDENTIFICATION DETAILS

 

Name :

XXENTRIA TECHNOLOGY MATERIALS CO.LTD

 

 

Registered Office :

7F, No. 411, Section 1 Chung Shan Road, Kuei Jen District Tainan, 711

 

 

Country :

Taiwan

 

 

Financials (as on) :

31.12.2011

 

 

Date of Incorporation :

09.09.1994

 

 

Legal Form :

Public Independent

 

 

Line of Business :

Manufacturing and distribution of aluminum composite panels and galvanized steel composite panels

 

 

No. of Employees :

243

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

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

Satisfactory

 

Status :

Satisfactory

Payment Behaviour :

No Complaints

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 – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2011)

Current Rating

(30.06.2012)

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. In keeping with this trend, some large, state-owned banks and industrial firms have been privatized. 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 1.9%, due primarily to a 20% year-on-year decline in exports. In 2010 GDP grew 10.9%, as exports returned to the level of previous years, and in 2011, grew 5.2%. However, 2012 growth will likely be less, according to most forecasters, 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 so far Taiwan has been excluded from this greater economic integration largely because of its diplomatic status with the exception of the landmark Economic Cooperation Framework Agreement (ECFA) signed with China in June 2010. The MA administration has said that the ECFA will serve as a stepping stone toward trade pacts with other regional partners, and negotiations on a deal with Singapore began this year. Follow-on components of ECFA, including deals on trade in goods, services, and investment, have yet to be completed. 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 10.9% of the island's total population as of 2011. The island runs a large trade surplus, and its foreign reserves are the world's fourth largest, behind China, Japan, and Russia. Since 2005 China has overtaken 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. 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

Xxentria Technology Materials Co.Ltd

                                                                                                                                               

 

7F, No. 411, Section 1

Chung Shan Road, Kuei Jen District

 

Tainan, 711

Taiwan

 

 

Tel:

886-6-2397257

Fax:

886-6-2392359

 

www.xxentria-tech.com

 

Employees:

243

Company Type:

Public Independent

Traded:

Gre Tai Security Market:

8942

Incorporation Date:

09-Sep-1994

Auditor:

KPMG LLP

Financials in:

 USD (mil)

Fiscal Year End:

31-Dec-2011

Reporting Currency:

Taiwanese New Dollar

Annual Sales:

93.7  1

Net Income:

16.3

Total Assets:

152.9  2

Market Value:

278.9

 

(01-Mar-2013)

                                     

Business Description      

 

Xxentria Technology Materials Co., Ltd. is principally engaged in the manufacturing and distribution of aluminum composite panels and galvanized steel composite panels. The Company also provides polypropylene (PP) panels, U-shape tops, PP welding rods, polyvinyl chloride (PVC) welding rods, aluminum rolls, recycling materials, as well as zinc composite panels, among others. The Company's products are mainly used in factory office buildings, public construction projects, shopping centers, shop external decorations, advertisement boards and others. The Company distributes its products in Taiwan's domestic markets and to overseas markets, including the Americas and the rest of Asia. On December 25, 2012, the Company transferred its coating business division to a wholly owned subsidiary. For the nine months ended 30 September 2012, Xxentria Technology Materials Co.Ltd revenues increased 42% to NT$2.8B. Net income increased 44% to NT$482.6M. Revenues reflect Sales Returns & Discounts decrease of 28% to NT$18.8M. Net income benefited from Miscellaneous Income increase from NT$3.9M to NT$12.4M (income), Interest Income increase of 86% to NT$5.1M (income), Dividend Income increase of 89% to NT$3.2M (income).

          

Industry                                                                                                                                

 

Industry

Construction - Supplies and Fixtures

ANZSIC 2006:

2110 - Iron Smelting and Steel Manufacturing

NACE 2002:

2732 - Cold rolling of narrow strip

NAICS 2002:

331221 - Rolled Steel Shape Manufacturing

UK SIC 2003:

2732 - Cold rolling of narrow strip

UK SIC 2007:

2432 - Cold rolling of narrow strip

US SIC 1987:

3316 - Cold-Rolled Steel Sheet, Strip, and Bars

 

Key Executives

   

 

Name

Title

Xiande Zheng

Chairman of the Board, Chief Executive Officer

Yunfang Li

Finance Manager

Qihuang Chen

Deputy General Manager

Xiansong Zheng

General Manager, Director

Jindi Chen

Independent Director

 

Significant Developments                                                                     

 

Topic

#*

Most Recent Headline

Date

New Business / Unit / Subsidiary

1

Xxentria Technology Materials Co Ltd to Divest Business Division to New Subsidiary

24-Dec-2012

Equity Financing / Related

1

Xxentria Technology Materials Co Ltd to Issue New Shares

21-Mar-2012

Debt Financing / Related

1

Xxentria Technology Materials Co Ltd to Issue Unsecured Convertible Corporate Bonds

21-Mar-2012

Dividends

2

Xxentria Technology Materials Co Ltd Announces FY 2011 Dividend Payment Date

15-Jun-2012

                                                               

Financial Summary                                   

 

As of 30-Sep-2012

Key Ratios

Company

Industry

Current Ratio (MRQ)

2.74

4.86

Quick Ratio (MRQ)

2.12

3.77

Debt to Equity (MRQ)

0.50

0.60

Sales 5 Year Growth

17.35

3.72

Net Profit Margin (TTM) %

17.62

18.71

Return on Assets (TTM) %

12.45

10.86

Return on Equity (TTM) %

20.43

19.94

 

 

 

 

Stock Snapshot                                  

 

Traded: Gre Tai Security Market: 8942

 

As of 1-Mar-2013

   Financials in: TWD

Recent Price

57.20

 

EPS

3.32

52 Week High

60.69

 

Price/Sales

3.00

52 Week Low

42.50

 

Dividend Rate

1.45

Avg. Volume (mil)

0.0004

 

Price/Earnings

12.11

Market Value (mil)

8,275.16

 

Price/Book

2.84

 

 

 

Beta

0.99

 

Price % Change

Rel S&P 500%

4 Week

4.38%

2.96%

13 Week

21.57%

15.70%

52 Week

-4.26%

-2.42%

Year to Date

10.00%

6.34%

 

 

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
7F, No. 411, Section 1
Chung Shan Road, Kuei Jen District
Tainan, 711
Taiwan

 

Tel:

886-6-2397257

Fax:

886-6-2392359

 

www.xxentria-tech.com

Quote Symbol - Exchange

8942 - Gre Tai Security Market

Sales TWD(mil):

2,754.8

Assets TWD(mil):

4,629.3

Employees:

243

Fiscal Year End:

31-Dec-2011

 

Industry:

Construction - Supplies and Fixtures

Incorporation Date:

09-Sep-1994

Company Type:

Public Independent

Quoted Status:

Quoted

 

Chairman of the Board, Chief Executive Officer:

Xiande Zheng

 

 

Industry Codes

 

ANZSIC 2006 Codes:

2110

-

Iron Smelting and Steel Manufacturing

1911

-

Polymer Film and Sheet Packaging Material Manufacturing

2142

-

Aluminium Rolling, Drawing, Extruding

 

NACE 2002 Codes:

2732

-

Cold rolling of narrow strip

2521

-

Manufacture of plastic plates, sheets, tubes and profiles

2742

-

Aluminium production

 

NAICS 2002 Codes:

331221

-

Rolled Steel Shape Manufacturing

331315

-

Aluminum Sheet, Plate, and Foil Manufacturing

326113

-

Unlaminated Plastics Film and Sheet (except Packaging) Manufacturing

 

US SIC 1987:

3316

-

Cold-Rolled Steel Sheet, Strip, and Bars

3081

-

Unsupported Plastics Film and Sheet

3353

-

Aluminum Sheet, Plate, and Foil

 

UK SIC 2003:

2732

-

Cold rolling of narrow strip

2521

-

Manufacture of plastic plates, sheets, tubes and profiles

2742

-

Aluminium production

 

UK SIC 2007:

2432

-

Cold rolling of narrow strip

2221

-

Manufacture of plastic plates, sheets, tubes and profiles

2442

-

Aluminium production

 

Business Description

Xxentria Technology Materials Co., Ltd. is principally engaged in the manufacturing and distribution of aluminum composite panels and galvanized steel composite panels. The Company also provides polypropylene (PP) panels, U-shape tops, PP welding rods, polyvinyl chloride (PVC) welding rods, aluminum rolls, recycling materials, as well as zinc composite panels, among others. The Company's products are mainly used in factory office buildings, public construction projects, shopping centers, shop external decorations, advertisement boards and others. The Company distributes its products in Taiwan's domestic markets and to overseas markets, including the Americas and the rest of Asia. On December 25, 2012, the Company transferred its coating business division to a wholly owned subsidiary. For the nine months ended 30 September 2012, Xxentria Technology Materials Co.Ltd revenues increased 42% to NT$2.8B. Net income increased 44% to NT$482.6M. Revenues reflect Sales Returns & Discounts decrease of 28% to NT$18.8M. Net income benefited from Miscellaneous Income increase from NT$3.9M to NT$12.4M (income), Interest Income increase of 86% to NT$5.1M (income), Dividend Income increase of 89% to NT$3.2M (income).

 

More Business Descriptions

Manufacture of aluminium composite panels and galvanised steel composite panels for the electronics industry

 

 

 

 

 

 

Financial Data

Financials in:

TWD(mil)

 

Revenue:

2,754.8

Net Income:

479.3

Assets:

4,629.3

Long Term Debt:

396.2

 

Total Liabilities:

1,862.8

 

Working Capital:

0.3

 

 

 

Date of Financial Data:

31-Dec-2011

 

1 Year Growth

89.8%

178.0%

31.1%

 

Market Data

Quote Symbol:

8942

Exchange:

Gre Tai Security Market

Currency:

TWD

Stock Price:

57.2

Stock Price Date:

03-01-2013

52 Week Price Change %:

-4.3

Market Value (mil):

8,275,162.0

 

SEDOL:

6609081

ISIN:

TW0008942004

 

Equity and Dept Distribution:

07/2006, 7.245% stock dividend.07/2005, 6.58% stock dividend. FY'05 C/F CLA. 07/2007, 5.552% stock dividend. FY'06 I/S CLA. 7/2008, 17.315% stock dividend. The Company started to report quarter financials since FY'08. 09/2009, 1.04% Stock dividend. FY'08 I/S CLA. 08/2010, 3% stock dividend. FY'10 Q1-Q3 non-consolidated data.

 

 

Subsidiaries

Company

Percentage Owned

Country

Xxentria Technology Materials (China) Co Ltd

70%

PEOPLE'S REPUBLIC OF CHINA

 

 

 

 

Key Corporate Relationships

Auditor:

KPMG LLP

 

Auditor:

KPMG, KPMG LLP

 

 

 

 

 

 

 

 

 

 

 

Executives Report

 

Board of Directors

 

Name

Title

Function

Xiande Zheng

 

Chairman of the Board, Chief Executive Officer

Chairman

Biography:

Mr. Zheng Xiande has been Chairman of the Board and Chief Executive Officer in Xxentria Technology Materials Corp since August 23, 1994. He is also Chairman of the Board in another company.

 

Jindi Chen

 

Independent Director

Director/Board Member

 

Qingliang Huang

 

Director

Director/Board Member

 

Biography:

Huang Qingliang has been serving as Director in Xxentria Technology Materials Co. Ltd since August 23, 1994. Huang also serves as Director in two other companies.

 

Longshan Jiang

 

Director

Director/Board Member

 

 

Biography:

Jiang Longshan has been Director in Xxentria Technology Materials Corp since August 23, 1994. Jiang also serves as Director of another company.

 

Meidai Lu

 

Independent Director

Director/Board Member

 

Mingcheng Xie

 

Director

Director/Board Member

 

Biography:

Xie Mingcheng has been serving as Director in Xxentria Technology Materials Co. Ltd since August 23, 1994. Xie also serves as Director in another company.

 

Xiansong Zheng

 

General Manager, Director

Director/Board Member

 

 

Biography:

Mr. Zheng Xiansong has been Director and General Manager in Xxentria Technology Materials Corp since April 1, 1999. He is also Director in another company.

 

 

Executives

 

Name

Title

Function

Xiande Zheng

 

Chairman of the Board, Chief Executive Officer

Chief Executive Officer

Biography:

Mr. Zheng Xiande has been Chairman of the Board and Chief Executive Officer in Xxentria Technology Materials Corp since August 23, 1994. He is also Chairman of the Board in another company.

 

Xiansong Zheng

 

General Manager, Director

Division Head Executive

 

 

Biography:

Mr. Zheng Xiansong has been Director and General Manager in Xxentria Technology Materials Corp since April 1, 1999. He is also Director in another company.

 

Yunfang Li

 

Finance Manager

Finance Executive

 

 

Biography:

Li Yunfang has been Finance Manager in Xxentria Technology Materials Co.Ltd. since June 3, 2002. Li holds a Master's degree in Management from National Cheng Kung University, Taiwan. Li also serves as Director in another company.

 

Education:

Cheng Kung University, M (Management)

 

Qihuang Chen

 

Deputy General Manager

Other

 

 

Biography:

Chen Qihuang has been Deputy General Manager in Xxentria Technology Materials Corp since September 1, 1995. Chen is also Director in two other companies.

 

 

Significant Developments

 

 

 

 

Xxentria Technology Materials Co Ltd to Divest Business Division to New Subsidiary

Dec 24, 2012


Xxentria Technology Materials Co Ltd announced that it will divest its coating business division to a newly established subsidiary, a material company, effective December 25, 2012.

Xxentria Technology Materials Co Ltd Announces FY 2011 Dividend Payment Date

Jun 15, 2012


Xxentria Technology Materials Co Ltd announced that it will pay a cash dividend of NTD 1.60018423 per share, and distribute stock dividends worth NTD 0.53339474 per share, to shareholders of record on July 18, 2012. The Company's shares will be traded ex-right and ex-dividend on July 12, 2012.

Xxentria Technology Materials Co Ltd to Issue Unsecured Convertible Corporate Bonds

Mar 21, 2012


Xxentria Technology Materials Co Ltd announced that it will issue up to NTD 1.2 billion unsecured convertible corporate bonds, each with par value and an issue price of NTD 100,000, an annual interest rate of 0% and a term of five years.

Xxentria Technology Materials Co Ltd to Issue New Shares

Mar 21, 2012


Xxentria Technology Materials Co Ltd announced that it will issue 6 million new shares with par value of NTD 10 per share, to raise NTD 60 million. 600,000 new shares will be offered to the Company's employees and 600,000 shares will be in public offering.

Xxentria Technology Materials Co Ltd Announces FY 2011 Dividend Payment

Mar 21, 2012


Xxentria Technology Materials Co Ltd announced that it will pay a cash dividend of NTD 1.60018423 per share, or NTD 209,524,088, and distribute stock dividends worth NTD 0.53339474 per share, or NTD 69,841,360, to shareholders for fiscal year 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

Updated Normal
31-Dec-2009

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Gross Revenue

94.7

46.6

22.3

45.6

48.0

    Sales Returns and Allowances

-1.0

-0.5

-0.5

-0.6

-0.7

Revenue

93.7

46.1

21.7

45.1

47.3

Total Revenue

93.7

46.1

21.7

45.1

47.3

 

 

 

 

 

 

    Cost of Revenue

65.2

32.1

17.0

34.6

34.1

Cost of Revenue, Total

65.2

32.1

17.0

34.6

34.1

Gross Profit

28.5

13.9

4.7

10.5

13.2

 

 

 

 

 

 

    Selling/General/Administrative Expense

10.5

5.6

2.1

5.0

5.3

Total Selling/General/Administrative Expenses

10.5

5.6

2.1

5.0

5.3

Research & Development

0.1

0.0

0.1

0.0

0.0

    Impairment-Assets Held for Sale

-

0.0

0.1

0.0

0.0

Unusual Expense (Income)

-

0.0

0.1

0.0

0.0

    Other, Net

0.0

0.0

0.0

0.0

0.0

Other Operating Expenses, Total

0.0

0.0

0.0

0.0

0.0

Total Operating Expense

75.8

37.8

19.2

39.6

39.4

 

 

 

 

 

 

Operating Income

17.9

8.2

2.5

5.4

7.8

 

 

 

 

 

 

        Interest Expense - Non-Operating

-0.5

-0.2

-0.2

-0.5

-0.4

    Interest Expense, Net Non-Operating

-0.5

-0.2

-0.2

-0.5

-0.4

        Interest Income - Non-Operating

0.1

0.0

0.0

0.1

0.1

        Investment Income - Non-Operating

2.2

-1.7

0.3

0.1

0.7

    Interest/Investment Income - Non-Operating

2.3

-1.7

0.3

0.2

0.8

Interest Income (Expense) - Net Non-Operating Total

1.8

-1.9

0.1

-0.3

0.4

Gain (Loss) on Sale of Assets

0.0

0.0

0.0

0.0

0.3

    Other Non-Operating Income (Expense)

0.2

0.2

0.1

0.1

-0.2

Other, Net

0.2

0.2

0.1

0.1

-0.2

Income Before Tax

19.8

6.5

2.7

5.2

8.4

 

 

 

 

 

 

Total Income Tax

3.5

1.2

0.2

0.9

1.2

Income After Tax

16.4

5.3

2.5

4.3

7.2

 

 

 

 

 

 

    Minority Interest

-0.1

0.2

-

-

0.0

Net Income Before Extraord Items

16.3

5.5

2.5

4.3

7.2

Net Income

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Income Available to Common Excl Extraord Items

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

131.4

113.7

96.0

98.1

96.8

Basic EPS Excl Extraord Items

0.12

0.05

0.03

0.04

0.07

Basic/Primary EPS Incl Extraord Items

0.12

0.05

0.03

0.04

0.07

Dilution Adjustment

0.2

0.1

0.0

0.0

0.0

Diluted Net Income

16.5

5.6

2.5

4.3

7.2

Diluted Weighted Average Shares

146.4

119.3

96.0

99.2

99.1

Diluted EPS Excl Extraord Items

0.11

0.05

0.03

0.04

0.07

Diluted EPS Incl Extraord Items

0.11

0.05

0.03

0.04

0.07

Dividends per Share - Common Stock Primary Issue

0.05

0.03

0.02

0.03

0.02

Gross Dividends - Common Stock

7.1

3.9

2.2

2.6

1.6

Interest Expense, Supplemental

0.5

0.2

0.2

0.5

0.4

Interest Capitalized, Supplemental

-0.2

-0.1

0.0

0.0

0.0

Depreciation, Supplemental

2.1

1.5

1.4

1.5

1.1

Total Special Items

0.0

0.0

0.1

0.0

-0.3

Normalized Income Before Tax

19.8

6.5

2.7

5.2

8.1

 

 

 

 

 

 

Effect of Special Items on Income Taxes

0.0

0.0

0.0

0.0

0.0

Inc Tax Ex Impact of Sp Items

3.5

1.2

0.2

0.9

1.1

Normalized Income After Tax

16.4

5.3

2.6

4.3

6.9

 

 

 

 

 

 

Normalized Inc. Avail to Com.

16.3

5.5

2.6

4.3

7.0

 

 

 

 

 

 

Basic Normalized EPS

0.12

0.05

0.03

0.04

0.07

Diluted Normalized EPS

0.11

0.05

0.03

0.04

0.07

Amort of Intangibles, Supplemental

0.0

0.0

-

-

-

Research & Development Exp, Supplemental

0.1

0.0

0.1

0.0

0.0

Normalized EBIT

17.9

8.2

2.6

5.4

7.8

Normalized EBITDA

20.0

9.8

4.0

6.9

9.0

    Current Tax - Total

3.2

1.3

0.2

0.9

1.1

Current Tax - Total

3.2

1.3

0.2

0.9

1.1

    Deferred Tax - Total

0.2

-0.1

0.0

0.0

0.1

Deferred Tax - Total

0.2

-0.1

0.0

0.0

0.1

Income Tax - Total

3.5

1.2

0.2

0.9

1.2

Interest Cost - Domestic

0.0

0.0

0.0

0.0

0.0

Service Cost - Domestic

0.0

0.0

0.0

0.0

0.0

Expected Return on Assets - Domestic

0.0

0.0

0.0

0.0

0.0

Transition Costs - Domestic

0.0

0.0

0.0

0.0

0.0

Domestic Pension Plan Expense

0.1

0.0

0.0

0.1

0.1

Defined Contribution Expense - Domestic

0.1

0.1

0.1

0.1

-

Total Pension Expense

0.2

0.1

0.1

0.1

0.1

Discount Rate - Domestic

2.00%

2.25%

2.25%

2.50%

3.50%

Expected Rate of Return - Domestic

2.00%

2.00%

2.00%

2.50%

2.50%

Compensation Rate - Domestic

2.00%

3.00%

2.00%

2.00%

2.00%

Total Plan Interest Cost

0.0

0.0

0.0

0.0

0.0

Total Plan Service Cost

0.0

0.0

0.0

0.0

0.0

Total Plan Expected Return

0.0

0.0

0.0

0.0

0.0

 




 

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

Restated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2007

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

15.5

13.3

5.6

2.9

2.0

    Short Term Investments

13.2

7.7

4.5

1.4

1.9

Cash and Short Term Investments

28.7

21.0

10.2

4.4

3.9

        Accounts Receivable - Trade, Gross

20.2

7.2

4.8

8.5

5.2

        Provision for Doubtful Accounts

-0.5

-0.5

-0.4

-0.4

-0.6

    Trade Accounts Receivable - Net

19.7

6.9

4.5

8.3

10.7

    Notes Receivable - Short Term

0.4

0.6

0.7

0.8

0.4

Total Receivables, Net

20.1

7.5

5.2

9.1

11.1

    Inventories - Finished Goods

3.1

3.2

3.3

4.2

4.4

    Inventories - Work In Progress

1.5

2.1

3.2

2.3

3.7

    Inventories - Raw Materials

11.9

7.6

4.1

4.1

5.7

    Inventories - Other

-

-

-

-

-0.6

Total Inventory

16.5

12.9

10.6

10.6

13.2

Prepaid Expenses

3.1

1.9

0.4

0.1

0.1

    Deferred Income Tax - Current Asset

0.1

0.3

0.2

0.2

0.2

    Other Current Assets

-

-

-

-

0.9

Other Current Assets, Total

0.1

0.3

0.2

0.2

1.1

Total Current Assets

68.5

43.7

26.6

24.3

29.4

 

 

 

 

 

 

        Buildings

10.4

5.0

4.5

4.2

4.2

        Land/Improvements

35.4

31.4

20.3

19.8

20.0

        Machinery/Equipment

19.9

15.6

13.8

13.1

12.8

        Construction in Progress

26.2

30.7

0.2

0.3

0.2

        Leases

-

-

-

0.6

0.6

        Other Property/Plant/Equipment

0.0

-

-

-

-

    Property/Plant/Equipment - Gross

91.9

82.6

38.7

38.0

37.9

    Accumulated Depreciation

-13.2

-11.6

-9.1

-7.7

-6.3

Property/Plant/Equipment - Net

78.7

71.0

29.6

30.4

31.6

Intangibles, Net

0.0

0.0

0.0

-

-

    LT Investment - Affiliate Companies

0.9

0.9

0.8

0.3

0.4

    LT Investments - Other

4.5

5.4

4.7

4.3

4.0

Long Term Investments

5.4

6.3

5.5

4.7

4.3

    Deferred Income Tax - Long Term Asset

0.2

0.1

0.1

0.1

0.1

    Other Long Term Assets

0.1

0.0

0.0

0.0

0.0

Other Long Term Assets, Total

0.3

0.1

0.1

0.1

0.1

Total Assets

152.9

121.1

61.8

59.5

65.4

 

 

 

 

 

 

Accounts Payable

5.0

3.7

0.8

0.7

1.8

Accrued Expenses

4.9

3.7

1.0

1.4

1.9

Notes Payable/Short Term Debt

23.1

24.2

10.5

9.0

8.7

Current Portion - Long Term Debt/Capital Leases

11.6

0.0

1.3

1.2

2.2

    Income Taxes Payable

2.5

1.4

0.1

0.2

0.7

Other Current liabilities, Total

2.5

1.4

0.1

0.2

0.7

Total Current Liabilities

47.0

33.0

13.6

12.5

15.3

 

 

 

 

 

 

    Long Term Debt

13.1

20.7

1.9

3.0

4.3

Total Long Term Debt

13.1

20.7

1.9

3.0

4.3

Total Debt

47.8

44.9

13.6

13.2

15.3

 

 

 

 

 

 

Minority Interest

0.9

0.8

0.0

-

0.0

    Pension Benefits - Underfunded

0.6

0.5

0.4

0.4

0.3

    Other Long Term Liabilities

0.0

-

-

-

0.0

Other Liabilities, Total

0.6

0.5

0.4

0.4

0.3

Total Liabilities

61.5

55.0

15.9

15.9

20.0

 

 

 

 

 

 

    Common Stock

43.0

38.2

28.8

27.7

23.5

Common Stock

43.0

38.2

28.8

27.7

23.5

Additional Paid-In Capital

28.3

20.4

13.6

13.0

13.2

Retained Earnings (Accumulated Deficit)

20.8

9.3

6.4

6.5

8.8

Treasury Stock - Common

0.0

-1.8

-2.9

-2.8

-

Unrealized Gain (Loss)

-0.7

0.0

0.0

-0.7

-

    Translation Adjustment

0.0

-0.1

0.0

-0.2

-0.1

Other Equity, Total

0.0

-0.1

0.0

-0.2

-0.1

Total Equity

91.4

66.1

45.9

43.6

45.4

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

152.9

121.1

61.8

59.5

65.4

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

137.3

116.1

96.0

95.9

98.2

Total Common Shares Outstanding

137.3

116.1

96.0

95.9

98.2

Treasury Shares - Common Stock Primary Issue

0.0

1.5

4.0

4.0

-

Employees

217

153

124

150

150

Number of Common Shareholders

7,939

8,943

7,380

8,258

8,611

Total Long Term Debt, Supplemental

17.1

-

-

4.3

5.5

Long Term Debt Maturing within 1 Year

4.0

-

-

1.2

1.2

Long Term Debt Maturing in Year 2

4.0

-

-

1.2

1.2

Long Term Debt Maturing in Year 3

4.0

-

-

1.2

1.2

Long Term Debt Maturing in Year 4

4.0

-

-

0.6

1.2

Long Term Debt Maturing in Year 5

1.0

-

-

-

-

Long Term Debt Maturing in 2-3 Years

8.1

-

-

2.4

2.5

Long Term Debt Maturing in 4-5 Years

5.0

-

-

0.6

1.2

Long Term Debt Matur. in Year 6 & Beyond

0.0

-

-

0.0

0.6

Pension Obligation - Domestic

0.9

1.1

0.7

0.6

0.5

Plan Assets - Domestic

0.2

0.2

0.2

0.2

0.2

Funded Status - Domestic

-0.7

-0.9

-0.5

-0.4

-0.3

Accumulated Obligation - Domestic

0.7

0.7

0.5

0.5

0.4

Total Funded Status

-0.7

-0.9

-0.5

-0.4

-0.3

Discount Rate - Domestic

2.00%

2.25%

2.25%

2.50%

3.50%

Expected Rate of Return - Domestic

2.00%

2.00%

2.00%

2.50%

2.50%

Compensation Rate - Domestic

2.00%

3.00%

2.00%

2.00%

2.00%

Accrued Liabilities - Domestic

-0.6

-0.5

-0.4

-0.4

-0.3

Net Assets Recognized on Balance Sheet

-0.6

-0.5

-0.4

-0.4

-0.3

Total Plan Obligations

0.9

1.1

0.7

0.6

0.5

Total Plan Assets

0.2

0.2

0.2

0.2

0.2

 



 

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

Reclassified Normal
31-Dec-2011

Updated Normal
31-Dec-2009

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

16.4

5.3

2.5

4.3

7.2

    Depreciation

2.1

1.5

1.4

1.5

1.2

Depreciation/Depletion

2.1

1.5

1.4

1.5

1.2

    Amortization of Intangibles

0.0

0.0

-

-

-

Amortization

0.0

0.0

-

-

-

Deferred Taxes

0.2

-0.1

0.0

0.0

0.1

    Unusual Items

-0.3

-0.3

-0.3

-0.3

-1.2

    Equity in Net Earnings (Loss)

-0.1

-0.1

-0.2

-0.1

-0.1

    Other Non-Cash Items

-0.1

1.2

0.4

0.3

0.2

Non-Cash Items

-0.5

0.8

0.0

0.0

-1.1

    Accounts Receivable

-13.2

-2.0

3.9

1.9

-3.1

    Inventories

-5.4

-1.1

0.3

2.5

-2.0

    Prepaid Expenses

-1.3

-1.4

-0.3

0.1

-0.1

    Other Assets

0.0

0.0

0.0

0.4

-0.1

    Accounts Payable

1.4

2.6

0.1

-1.2

0.4

    Taxes Payable

1.2

1.3

-0.2

-0.4

0.2

    Other Liabilities

1.8

1.8

-0.3

-0.1

-0.2

Changes in Working Capital

-15.5

1.1

3.5

3.3

-4.8

Cash from Operating Activities

2.7

8.6

7.5

9.1

2.6

 

 

 

 

 

 

    Purchase of Fixed Assets

-10.9

-36.5

-0.4

-0.9

-13.7

Capital Expenditures

-10.9

-36.5

-0.4

-0.9

-13.7

    Sale of Business

-

-

0.5

-

-

    Sale of Fixed Assets

0.0

0.0

0.0

0.0

1.5

    Sale/Maturity of Investment

5.1

0.8

1.8

-

-

    Investment, Net

-7.2

-2.3

0.1

0.0

2.4

    Purchase of Investments

-4.7

-1.1

-1.5

-0.3

-3.0

    Other Investing Cash Flow

-0.1

0.0

-2.8

0.0

1.2

Other Investing Cash Flow Items, Total

-6.9

-2.6

-1.9

-0.3

2.1

Cash from Investing Activities

-17.8

-39.1

-2.3

-1.2

-11.6

 

 

 

 

 

 

    Other Financing Cash Flow

0.0

0.9

0.0

-0.3

-1.0

Financing Cash Flow Items

0.0

0.9

0.0

-0.3

-1.0

    Cash Dividends Paid - Common

-4.1

-2.3

-2.5

-1.7

-3.3

Total Cash Dividends Paid

-4.1

-2.3

-2.5

-1.7

-3.3

        Sale/Issuance of Common

2.1

7.4

-

0.0

4.6

        Repurchase/Retirement of Common

-

-

0.0

-2.9

0.0

    Common Stock, Net

2.1

7.4

0.0

-2.9

4.6

    Sale/Issuance of Common/Preferred

1.9

1.3

-

-

-

Issuance (Retirement) of Stock, Net

4.1

8.7

0.0

-2.9

4.6

    Short Term Debt, Net

-0.3

11.7

1.3

0.4

2.7

        Long Term Debt Issued

20.7

22.1

-

0.0

6.1

        Long Term Debt Reduction

-3.1

-3.2

-1.2

-2.2

-2.4

    Long Term Debt, Net

17.6

18.9

-1.2

-2.2

3.7

Issuance (Retirement) of Debt, Net

17.4

30.6

0.0

-1.9

6.5

Cash from Financing Activities

17.3

37.9

-2.4

-6.8

6.8

 

 

 

 

 

 

Foreign Exchange Effects

0.6

-0.9

-0.2

0.0

-0.1

Net Change in Cash

2.8

6.5

2.5

1.1

-2.3

 

 

 

 

 

 

Net Cash - Beginning Balance

13.1

5.7

2.9

2.0

4.2

Net Cash - Ending Balance

16.0

12.3

5.5

3.1

1.9

Cash Interest Paid

0.3

0.1

0.2

0.5

0.4

Cash Taxes Paid

2.0

0.1

0.6

1.3

0.9

 

 

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

Updated Normal
31-Dec-2009

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Gross Sales

94.7

46.6

22.3

45.6

48.0

    Sales Returns & Discounts

-1.0

-0.5

-0.5

-0.6

-0.7

Total Revenue

93.7

46.1

21.7

45.1

47.3

 

 

 

 

 

 

    Cost of Sales

65.2

32.1

17.0

34.6

34.0

    Unrealised G/L from Affiliate Companies

0.0

0.0

0.0

0.0

0.0

    Realised G/L from Affiliate Companies

0.0

0.0

0.0

0.0

0.0

    Selling Expenses

8.6

4.4

1.6

4.2

4.4

    General and Administrative Expenses

2.0

1.2

0.5

0.8

0.9

    Research and Development Expenses

0.1

0.0

0.1

0.0

0.0

    Gain/Loss on Inventory Valuation

-

-

-

-

0.1

    Gain/Loss on Physical Inventory

-

-

-

-

0.0

    Impairment Loss

-

0.0

0.1

0.0

0.0

    Reversal of Bad Debt

-

-

-

-

0.0

Total Operating Expense

75.8

37.8

19.2

39.6

39.4

 

 

 

 

 

 

    Interest Income

0.1

0.0

0.0

0.1

0.1

    Gain on Equity Investment

0.1

0.1

0.2

0.1

0.1

    Dividend Income

0.1

0.1

0.0

0.1

0.0

    Gain on Sale of Fixed Assets

-

-

-

-

0.3

    Gain/Loss on Sale of Investment

0.2

0.1

0.4

0.0

0.3

    Miscellaneous Income

0.2

0.2

0.1

0.1

0.2

    Gain/Loss on Foreign Exchange

1.7

-2.2

-0.3

0.2

0.0

    Rental Income

-

-

-

-

0.0

    Gain/Loss on Fin. Assets Valuation

0.1

-

0.0

-0.2

0.2

    Interest Expense

-0.5

-0.2

-0.2

-0.5

-0.4

    Loss on Disposal of Fixed Assets

0.0

0.0

0.0

0.0

0.0

    Revaluation G/L on Fin. Liabilities

0.0

0.2

0.0

0.0

-

    Miscellaneous Disbursements

0.0

0.0

0.0

0.0

-0.4

Net Income Before Taxes

19.8

6.5

2.7

5.2

8.4

 

 

 

 

 

 

Provision for Income Taxes

3.5

1.2

0.2

0.9

1.2

Net Income After Taxes

16.4

5.3

2.5

4.3

7.2

 

 

 

 

 

 

    Minority Interests

-0.1

0.2

-

-

0.0

Net Income Before Extra. Items

16.3

5.5

2.5

4.3

7.2

Net Income

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Income Available to Com Excl ExtraOrd

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

16.3

5.5

2.5

4.3

7.2

 

 

 

 

 

 

Basic Weighted Average Shares

131.4

113.7

96.0

98.1

96.8

Basic EPS Excluding ExtraOrdinary Items

0.12

0.05

0.03

0.04

0.07

Basic EPS Including ExtraOrdinary Items

0.12

0.05

0.03

0.04

0.07

Dilution Adjustment

0.2

0.1

0.0

0.0

0.0

Diluted Net Income

16.5

5.6

2.5

4.3

7.2

Diluted Weighted Average Shares

146.4

119.3

96.0

99.2

99.1

Diluted EPS Excluding ExtraOrd Items

0.11

0.05

0.03

0.04

0.07

Diluted EPS Including ExtraOrd Items

0.11

0.05

0.03

0.04

0.07

DPS-Common Stock

0.05

0.03

0.02

0.03

0.02

Gross Dividends - Common Stock

7.1

3.9

2.2

2.6

1.6

Normalized Income Before Taxes

19.8

6.5

2.7

5.2

8.1

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

3.5

1.2

0.2

0.9

1.1

Normalized Income After Taxes

16.4

5.3

2.6

4.3

6.9

 

 

 

 

 

 

Normalized Inc. Avail to Com.

16.3

5.5

2.6

4.3

7.0

 

 

 

 

 

 

Basic Normalized EPS

0.12

0.05

0.03

0.04

0.07

Diluted Normalized EPS

0.11

0.05

0.03

0.04

0.07

Interest Expense, Supplemental

0.5

0.2

0.2

0.5

0.4

Interest Capitalized

-0.2

-0.1

0.0

0.0

0.0

R&D Expense, Supplemental

0.1

0.0

0.1

0.0

0.0

Depreciation - Operating Cost

2.1

1.5

1.4

1.4

1.1

Depreciation - Operating Expense

0.1

0.0

0.0

0.0

0.0

Amortization - Operating Cost

0.0

0.0

-

-

-

Amortization - Operating Expense

0.0

0.0

-

-

-

    Current Tax Payable

3.2

1.3

0.2

0.9

1.1

Current Tax - Total

3.2

1.3

0.2

0.9

1.1

    Deferred Tax

0.2

-0.1

0.0

0.0

0.1

Deferred Tax - Total

0.2

-0.1

0.0

0.0

0.1

Income Tax - Total

3.5

1.2

0.2

0.9

1.2

Service Cost

0.0

0.0

0.0

0.0

0.0

Interest Cost

0.0

0.0

0.0

0.0

0.0

Expected Return on Plan Assets

0.0

0.0

0.0

0.0

0.0

Amortization

0.0

0.0

0.0

0.0

0.0

Domestic Pension Plan Expense

0.1

0.0

0.0

0.1

0.1

Provision for Defined Contribution Plan

0.1

0.1

0.1

0.1

-

Total Pension Expense

0.2

0.1

0.1

0.1

0.1

Discount Rate

2.00%

2.25%

2.25%

2.50%

3.50%

Rate of Compensation Increase

2.00%

3.00%

2.00%

2.00%

2.00%

Expected Rate of Return on Plan Assets

2.00%

2.00%

2.00%

2.50%

2.50%

 




 

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

Restated Normal
31-Dec-2010

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2007

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

    Cash and Cash Equivalent

15.5

13.3

5.6

2.9

2.0

    Financial Assets-Fair Value,Current

0.0

-

-

-

-

    Fin. Assets for Trading

-

-

-

-

1.4

    Financial Assets-Available for Sale

1.2

2.2

1.6

1.4

-

    Notes Receivable

0.4

0.5

0.7

0.7

0.4

    Notes Receivable - Related Parties

0.0

0.1

0.0

0.1

-

    Accounts Receivable, Gross

20.2

7.2

4.8

8.5

5.2

    Provision for Doubtful Accounts

-0.5

-0.3

-0.3

-0.3

-0.6

    Provision for Sales Discount

0.0

-0.2

-0.1

-0.1

-

    Accounts Receivable - Related Parties

0.0

0.2

0.0

0.2

6.1

    Other Financial Assets - Current

12.0

5.5

2.9

0.0

0.5

    Finished Goods

3.1

3.1

3.3

4.2

4.3

    Work-in-Process

1.5

2.1

3.2

2.3

3.7

    Raw Material

11.5

7.3

3.8

3.7

5.5

    Supplies

0.4

0.3

0.3

0.4

0.2

    Merchandise

0.0

0.1

0.0

0.0

0.0

    Provision/Allowance for Inventory

-

-

-

-

-0.6

    Land for Construction

-

-

-

-

0.9

    Prepayment and Other Current Assets

3.1

1.9

0.4

0.1

0.1

    Deferred Income Tax Assets

0.1

0.3

0.2

0.2

0.2

Total Current Assets

68.5

43.7

26.6

24.3

29.4

 

 

 

 

 

 

    Long Term Equity Investment

0.9

0.9

0.8

0.3

0.4

    Long Term Real Estate Investments

0.0

1.0

0.9

0.9

-

    Other Financial Assets - Non-Current

0.5

0.2

0.0

0.4

0.4

    Financial Assets-Cost Method,Non-Current

4.0

4.2

3.8

3.0

3.5

    Land

35.4

31.4

20.3

19.8

20.0

    Buildings and Structures

10.4

5.0

4.5

4.2

4.2

    Machinery and Equipment

18.6

14.4

12.7

12.1

11.8

    Transportation Equipment

0.3

0.3

0.3

0.3

0.3

    Office Equipment

0.6

0.5

0.5

0.4

0.4

    Leasehold Assets

0.0

-

-

-

-

    Miscellaneous Equipment

0.4

0.4

0.3

0.3

0.3

    Accumulated Depreciation

-13.2

-11.6

-9.1

-7.4

-6.1

    Construction in Progress & Prepayment

26.2

30.7

0.2

0.3

0.2

    Assets for Lease Gross

-

-

-

0.6

0.6

    Accumulated Depreciation for Leased Ast.

-

-

-

-0.1

-0.1

    Accumulated Impairment for Leased Ast.

-

-

-

-0.1

-0.1

    Foreign Exchange Affect

-

-

-

0.0

-

    Idle Assets

-

-

-

0.0

0.0

    Intangible Assets

0.0

0.0

0.0

-

-

    Deferred Income Tax Assets - Non Current

0.2

0.1

0.1

0.1

0.1

    Other Long Term Assets

0.1

0.0

0.0

0.0

0.0

Total Assets

152.9

121.1

61.8

59.5

65.4

 

 

 

 

 

 

    Short Term Borrowings

23.0

22.9

10.4

8.9

8.7

    ST Notes & Bills Payable

0.0

1.3

0.0

-

0.0

    Notes Payable

0.1

0.1

0.0

0.0

0.0

    Accounts Payable - Related Parties

0.0

-

-

-

-

    Accounts Payable

5.0

3.7

0.8

0.7

1.8

    Income Taxes Payable

2.5

1.4

0.1

0.2

0.7

    Financial Liabilities for Trading

-

-

-

0.0

-

    Current Portion of Corporate Bond

7.6

-

-

-

1.0

    Current Portion of Long Term Debt

4.0

0.0

1.3

1.2

1.2

    Accrued Expense & Other Current Liab.

4.9

3.7

1.0

1.4

1.9

Total Current Liabilities

47.0

33.0

13.6

12.5

15.3

 

 

 

 

 

 

    Corporate Bonds Payable

0.0

20.6

0.0

-

-

    Fin. Liabilities-Fair Value, Non-current

0.0

0.1

0.0

-

-

    Long Term Borrowings

13.1

0.0

1.9

3.0

4.3

Total Long Term Debt

13.1

20.7

1.9

3.0

4.3

 

 

 

 

 

 

    Accrued Pension Liabilities

0.6

0.5

0.4

0.4

0.3

    Long Term Security Deposits Received

0.0

-

-

-

0.0

    Deferred Debit

-

-

-

-

0.0

    Minority Interest

0.9

0.8

0.0

-

0.0

Total Liabilities

61.5

55.0

15.9

15.9

20.0

 

 

 

 

 

 

    Common Stock

43.0

38.2

28.8

27.7

23.5

    Additional Paid-In Capital

26.0

18.2

13.3

13.0

13.2

    Cap. Surplus, Treasury Stock Transaction

0.6

0.3

0.0

-

-

    Capital Surplus, Long-term Investments

0.0

0.0

0.0

-

-

    Employee Stock Option

-

0.0

0.3

0.0

-

    Stock Option,

1.7

1.9

0.0

-

-

    Legal Reserve

3.6

3.2

2.6

2.1

1.4

    Special Reserve

0.1

0.0

0.9

0.1

0.0

    Retained Earnings

17.1

6.1

2.8

4.2

7.4

    Cumulative Translation Adjustment

0.0

-0.1

0.0

-0.2

-0.1

    Unrealized G/L on Financial Products

-0.7

0.0

0.0

-0.7

-

    Treasury Stock

0.0

-1.8

-2.9

-2.8

-

Total Equity

91.4

66.1

45.9

43.6

45.4

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

152.9

121.1

61.8

59.5

65.4

 

 

 

 

 

 

    S/O-Common Stock

137.3

116.1

96.0

95.9

98.2

Total Common Shares Outstanding

137.3

116.1

96.0

95.9

98.2

T/S-Common Stock

0.0

1.5

4.0

4.0

-

Full-Time Employees

217

153

124

150

150

Number of Common Shareholders

7,939

8,943

7,380

8,258

8,611

Long Term Debt Maturity within 1 Year

4.0

-

-

1.2

1.2

Long Term Debt Maturity within 2 Years

4.0

-

-

1.2

1.2

Long Term Debt Maturity within 3 Years

4.0

-

-

1.2

1.2

Long Term Debt Maturity within 4 Years

4.0

-

-

0.6

1.2

Long Term Debt Maturity within 5 Years

1.0

-

-

-

-

Long Term Debt Remaining Maturity

-

-

-

-

0.6

Total Long Term Debt, Supplemental

17.1

-

-

4.3

5.5

Accumulated Benefit Obligation

0.7

0.7

0.5

0.5

0.4

Benefit Obligation

0.9

1.1

0.7

0.6

0.5

Fair Value of Plan Asset

0.2

0.2

0.2

0.2

0.2

Funded Status

-0.7

-0.9

-0.5

-0.4

-0.3

Total Funded Status

-0.7

-0.9

-0.5

-0.4

-0.3

Discount Rate

2.00%

2.25%

2.25%

2.50%

3.50%

Rate Compensation Increase

2.00%

3.00%

2.00%

2.00%

2.00%

Expected Rate of Return on Plan Assets

2.00%

2.00%

2.00%

2.50%

2.50%

Accrued Pension Liabilities

-0.6

-0.5

-0.4

-0.4

-0.3

Net Assets Recognized on Balance Sheet

-0.6

-0.5

-0.4

-0.4

-0.3

 




 

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

Reclassified Normal
31-Dec-2011

Updated Normal
31-Dec-2009

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

Unqualified with Explanation

Unqualified with Explanation

Unqualified with Explanation

Unqualified

 

 

 

 

 

 

Net Income

16.4

5.3

2.5

4.3

7.2

    Depreciation

2.1

1.5

1.4

1.5

1.2

    Amortization of Intangibles

0.0

0.0

-

-

-

    Deferred Charges

-

-

0.0

-

-

    Provision of Bad Debts

0.2

0.0

0.0

0.0

0.2

    Provision for Sales Return&Discount

-0.2

0.1

0.0

0.1

-

    Interest Subsidy

-

-

0.0

0.0

0.0

    Interset of Corporation Bond Payable

0.3

0.1

-

-

-

    Inventory Devaluation & Obsolescence

0.0

0.0

-0.1

0.0

0.1

    Disposal of Investment

-

-

-

0.0

-0.3

    Equity Investment Gain/Loss

-0.1

-0.1

-0.2

-0.1

-0.1

    Cash Dividend-Equity Method

0.0

0.0

0.1

0.1

0.0

    Unrealised Fin. Liablities Valua. Gain

-0.1

-0.2

-

-

-

    G/L on Disposal&Write-off of Properties

0.0

0.0

0.0

0.0

-0.2

    Loss on Sale of Fin. Assets at Cost-Curr

-

-

0.0

-

-

    Impairment Loss

-

-

0.1

-

0.0

    Real./Unreal G/L from Affiliated Company

0.0

0.0

0.0

0.0

0.0

    Unrealised Foreign Exchange G/L

-0.5

1.0

0.2

-0.1

0.0

    Stock Compensation Expense

0.1

0.0

-

-

-

    Deferred Tax

0.2

-0.1

0.0

0.0

0.1

    G/L on Sale of Fin. Assets for Sale

-0.2

-0.1

-0.4

-

-

    Treasury Stock Transferred to Employees

-

-

0.3

-

-

    G/L on Fin. Assets for Trading Valuation

-

-

0.0

0.3

-

    Unrealised Fin. Assets for Trading Loss

-

-

-

-

-0.2

    Fin. Assets for Trading Increase

-

-

0.0

-2.1

-4.3

    Sale of Fin. Assets for Trading

-

-

0.0

1.8

3.8

    Notes Receivable

0.1

0.2

0.0

-0.4

0.3

    Notes Receivable-Related Parties

0.1

-0.1

0.1

-

-

    Accounts Receivable

-13.6

-2.0

3.7

-3.7

-2.2

    Accounts Receivable-Related

0.2

-0.2

0.2

6.0

-1.3

    Inventories

-5.4

-1.1

0.3

2.5

-2.0

    Prepayment & Other Current Assets

-1.3

-1.4

-0.3

0.1

-0.1

    Other Financial Assets,Current

0.0

0.0

0.0

0.4

-0.1

    Fin. Liabilities for Trading

-

-

0.0

-

-

    Notes Payable

0.0

0.1

0.0

0.0

-1.1

    Accounts Payable

1.4

2.6

0.1

-1.2

0.4

    Tax Payable

1.2

1.3

-0.2

-0.4

0.2

    Other Current Liabilites & Accrued Exp.

1.7

1.7

-0.4

-0.1

0.9

    Accrued Pension Liabilities

0.1

0.0

0.0

0.0

0.1

Cash From Operating Activities

2.7

8.6

7.5

9.1

2.6

 

 

 

 

 

 

    Financial Assets for Sale Decrease

5.1

0.8

1.8

-

-

    Financial Assets for Sale Increase

-4.7

-1.1

-0.8

-0.3

-

    Purchase of Financial Assets-Cost Method

0.0

0.0

-0.6

-

-3.0

    Purchase/Sale of LT Equity Investments

-

-

-0.3

0.0

2.3

    Disposal of Subsidiary

-

-

0.5

-

-

    Capital Reduction from Invested Company

-

-

0.0

-

-

    Capital Expenditure

-10.9

-36.5

-0.4

-0.9

-13.7

    Disposal of Financial Assets-Cost Method

-

-

0.0

-

-

    Disposal of Fixed Assets

0.0

0.0

0.0

0.0

1.5

    Restricted Assets

-

-

-2.8

-

0.0

    Other Financial Assets-NonCurrent

-0.3

-0.2

0.4

0.0

0.0

    Other Financial Assets- Current

-6.9

-2.2

-

-

-

    Other Assets

-0.1

0.0

0.0

0.0

1.2

Cash From Investing Activities

-17.8

-39.1

-2.3

-1.2

-11.6

 

 

 

 

 

 

    Short Term Borrowings, Net

1.0

10.5

1.3

0.4

3.6

    ST Notes and Bills Payable

-1.3

1.2

-

0.0

-0.9

    Issuance of Corporate Bonds

0.0

22.1

-

-

-

    Corporate Bond Decrease

-

-

0.0

-1.0

-

    Long Term Borrowings Increase

20.7

0.0

-

0.0

6.1

    Repayment of LT Borrowings

-3.1

-3.2

-1.2

-1.3

-2.4

    Minority Interest

0.0

0.9

-

0.0

-0.8

    Treasury Stock Transferred to Employees

2.1

0.0

-

-

-

    Directors Remuneration & Employee Bonus

-

-

0.0

-0.3

-0.2

    Cash Dividend - Common Stock

-4.1

-2.3

-2.5

-1.7

-3.3

    Cash Capital

0.0

7.4

-

0.0

4.6

    Purchased of Treasury Stock

-

-

0.0

-2.9

0.0

    Disposal of Treasury Stock

1.9

1.3

-

-

-

    Security Deposit Received

0.0

0.0

0.0

0.0

0.0

Cash From Financing Activities

17.3

37.9

-2.4

-6.8

6.8

 

 

 

 

 

 

Foreign Exchange Effects

0.6

-0.9

-0.2

0.0

-0.1

Net Change in Cash

2.8

6.5

2.5

1.1

-2.3

 

 

 

 

 

 

Net Cash - Beginning Balance

13.1

5.7

2.9

2.0

4.2

Net Cash - Ending Balance

16.0

12.3

5.5

3.1

1.9

    Cash Interest Paid

0.3

0.1

0.2

0.5

0.4

    Cash Taxes Paid

2.0

0.1

0.6

1.3

0.9

 

 

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 (?)

30.0

49.22%

93.7

89.84%

24.67%

17.35%

Research & Development1 (?)

0.0

-82.67%

0.1

164.15%

42.96%

32.63%

Operating Income1 (?)

7.1

116.52%

17.9

102.71%

45.42%

20.53%

Income Available to Common Excl Extraord Items1 (?)

4.7

3.47%

16.3

177.97%

52.01%

20.87%

Basic EPS Excl Extraord Items1 (?)

0.04

7.75%

0.12

140.49%

37.89%

10.56%

Capital Expenditures2 (?)

5.4

-44.69%

10.9

-72.20%

122.01%

20.74%

Cash from Operating Activities2 (?)

10.1

-

2.7

-70.84%

-34.79%

-4.40%

Free Cash Flow (?)

4.8

-

-7.9

-

-

-

Total Assets3 (?)

197.7

33.70%

152.9

31.08%

33.34%

22.96%

Total Liabilities3 (?)

77.9

33.13%

61.5

16.17%

52.68%

30.34%

Total Long Term Debt3 (?)

37.2

66.16%

13.1

-34.33%

58.24%

50.08%

Employees3 (?)

-

-

217

41.83%

13.10%

8.70%

Total Common Shares Outstanding3 (?)

144.7

5.38%

137.3

18.30%

12.69%

9.42%

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

 

 

 

Key Ratios

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Profitability

Gross Margin (?)

30.41%

30.22%

21.62%

23.27%

27.92%

Operating Margin (?)

19.08%

17.87%

11.37%

12.03%

16.59%

Pretax Margin (?)

21.16%

14.09%

12.25%

11.52%

17.70%

Net Profit Margin (?)

17.40%

11.88%

11.46%

9.60%

15.30%

Financial Strength

Current Ratio (?)

1.46

1.33

1.96

1.95

1.92

Long Term Debt/Equity (?)

0.14

0.31

0.04

0.07

0.10

Total Debt/Equity (?)

0.52

0.68

0.30

0.30

0.34

Management Effectiveness

Return on Assets (?)

11.79%

6.09%

4.18%

6.70%

12.57%

Return on Equity (?)

20.42%

10.15%

5.67%

9.41%

18.11%

Efficiency

Receivables Turnover (?)

6.65

7.54

3.10

4.33

5.03

Inventory Turnover (?)

4.38

2.83

1.64

2.82

2.73

Asset Turnover (?)

0.68

0.53

0.36

0.70

0.82

Market Valuation USD (mil)

P/E (TTM) (?)

14.06

.

Enterprise Value2 (?)

290.7

Price/Sales (TTM) (?)

2.31

.

Enterprise Value/Revenue (TTM) (?)

2.38

Price/Book (MRQ) (?)

2.35

.

Enterprise Value/EBITDA (TTM) (?)

9.27

Market Cap as of 01-Mar-20131 (?)

278.9

.

 

 

1-ExchangeRate: TWD to USD on 1-Mar-2013

29.667502

 

 

 

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 (?)

1.46

1.33

1.96

1.95

1.92

Quick/Acid Test Ratio (?)

1.04

0.86

1.13

1.08

0.97

Working Capital1 (?)

21.5

10.7

13.0

11.8

14.1

Long Term Debt/Equity (?)

0.14

0.31

0.04

0.07

0.10

Total Debt/Equity (?)

0.52

0.68

0.30

0.30

0.34

Long Term Debt/Total Capital (?)

0.09

0.19

0.03

0.05

0.07

Total Debt/Total Capital (?)

0.34

0.40

0.23

0.23

0.25

Payout Ratio (?)

41.61%

62.54%

75.27%

58.96%

22.57%

Effective Tax Rate (?)

17.46%

17.97%

6.41%

16.68%

13.86%

Total Capital1 (?)

139.1

111.0

59.5

56.8

60.6

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

0.68

0.53

0.36

0.70

0.82

Inventory Turnover (?)

4.38

2.83

1.64

2.82

2.73

Days In Inventory (?)

83.39

129.08

223.09

129.55

133.94

Receivables Turnover (?)

6.65

7.54

3.10

4.33

5.03

Days Receivables Outstanding (?)

54.89

48.40

117.93

84.27

72.57

Revenue/Employee2 (?)

419,261

325,295

180,735

288,766

319,195

Operating Income/Employee2 (?)

80,005

58,133

20,558

34,726

52,964

EBITDA/Employee2 (?)

89,535

68,950

32,630

44,110

60,678

 

 

 

 

 

 

Profitability

Gross Margin (?)

30.41%

30.22%

21.62%

23.27%

27.92%

Operating Margin (?)

19.08%

17.87%

11.37%

12.03%

16.59%

EBITDA Margin (?)

21.36%

21.20%

18.05%

15.28%

19.01%

EBIT Margin (?)

19.08%

17.87%

11.37%

12.03%

16.59%

Pretax Margin (?)

21.16%

14.09%

12.25%

11.52%

17.70%

Net Profit Margin (?)

17.40%

11.88%

11.46%

9.60%

15.30%

R&D Expense/Revenue (?)

0.09%

0.07%

0.24%

0.06%

0.07%

COGS/Revenue (?)

69.59%

69.78%

78.38%

76.73%

72.08%

SG&A Expense/Revenue (?)

11.25%

12.26%

9.77%

11.10%

11.29%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

11.79%

6.09%

4.18%

6.70%

12.57%

Return on Equity (?)

20.42%

10.15%

5.67%

9.41%

18.11%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

-0.06

-0.26

0.08

0.08

-0.11

Operating Cash Flow/Share 2 (?)

0.02

0.08

0.08

0.09

0.03

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) (?)

14.06

Market Cap/Equity (MRQ) (?)

2.35

Market Cap/Revenue (TTM) (?)

2.31

Market Cap/EBIT (TTM) (?)

9.92

Market Cap/EBITDA (TTM) (?)

9.00

Enterprise Value/Earnings (TTM) (?)

14.49

Enterprise Value/Equity (MRQ) (?)

2.43

Enterprise Value/Revenue (TTM) (?)

2.38

Enterprise Value/EBIT (TTM) (?)

10.22

Enterprise Value/EBITDA (TTM) (?)

9.27

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.54.44

UK Pound

1

Rs.81.33

Euro

1

Rs.70.50

 

 

INFORMATION DETAILS

 

Report Prepared by :

PRL

 

 

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.