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CyberLink Corp.CyberLink Corp.5203.TW5203.TW
Investor RoadshowInvestor RoadshowChris Huang (RDCT)Chris Huang (RDCT)
2008/1/152008/1/15
IF...IF...• If you’re Interested in
Technology Stocks• If you’re Seeking for a Stock with
Strong Revenue GrowthStrong Revenue Growth • If you’re Looking for a Stock with
High Investment ReturnHigh Investment Return
THENTHEN
CyberLink Corp. CyberLink Corp.
Is Your BESTBEST Choice for
Investment
THIS THIS PRESENTATIONPRESENTATION
Will Tell You
REASONSREASONSand
WHERE IS THE WHERE IS THE BEEFBEEF
OUTLINE OUTLINE
•COMPANY PROFILE
•FINANCIAL STRENGTH
•REASONS TO BUY
PROFILEPROFILE• Funded in 1996• Most Famous with P
owerDVD• Ships Multimedia
Software Worldwide• A Small Giant in
Digital Audio Video Software Solutions
EMPOLYEESEMPOLYEES
• Will have 600 Global Employees by the end of 2008
239279 296 307
442
600
0
100
200
300
400
500
600
2003 2004 2005 2006 2007 2008
46.84%
35.74
HUMAN HUMAN RESOURCESRESOURCES
RDs, 269
Managers,51
Employees,83
PhD, 12
MS, 268
BS, 122
Others, 1
• 403 Employees (07’Q1)
• Average age 31
• 66.75% Are RD Engineers
• 66.5% Has Master Degree
PRODUCTSPRODUCTS
AWARDSAWARDS
CUSTOMERSCUSTOMERS
Worldwide TOP FIVE PCVenders are our Customers
FINANCIALFINANCIAL
REVENUEREVENUE
1,068
1,348 1,412
1,638
1,951
2,285
0
500
1,000
1,500
2,000
2,500
2002 2003 2004 2005 2006 2007
16.01%4.75%
19.11%
26.22%
17.12%
113% Growth!!!113% Growth!!!
KEY RATIOSKEY RATIOS
Margin close to 100%
Over 20%20% ROE every
year
HIGH ROEHIGH ROE• What means for 20% ROE every
year?• If you invest 1,000...
– 5 years later, you will have 2,488– 10 years later, you will have 6,191– 15 years later, you will have 15,407– 20 years later, you will have 38,337
STRONG GROWTHSTRONG GROWTH
10001000
24882488
61916191
1540715407
3833738337
It’s not easy for a technology company to have such a high ROEcz
REASONS TO BUYREASONS TO BUY
•High Quality Employees•Leading Technologies•High Revenue Growth•High Investment Return•Under-Estimated Stock Under-Estimated Stock
PricePrice
COMPETITORSCOMPETITORS
CyberLink
EPS PE Ratio ROE
Higher EPS Then
Competitors
Higher ROE Then
Competitors
Lower PE Ratio Then
Competitors
UNDER-ESTIMATEDUNDER-ESTIMATED
CONCLUSIONCONCLUSION
•COMPANY PROFILEProductsProductsHRHR AwardsAwards CustomerCustomer
ss
RevenueRevenue KeyKey RatiosRatios
HighHigh ROEROE
•FINANCIAL STRENGTH
•REASONS TO BUY
SOSO
If CyberLink Is That So Good
WHY NOT BUY WHY NOT BUY YOUSELF SEVERAL YOUSELF SEVERAL
SHARES?SHARES?
ANY QUESTIONS?ANY QUESTIONS?
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