mr. doan hong viet founder - chairman whole year 2017...
TRANSCRIPT
Q3/2017 AND 9M/2017 BUSINESS PERFORMACE
Total revenues in Quarter 3 reached VND 1,144 bn, implied 42% growth quarter on quarter and 8% growth
year on year. DGW started to recognized revenues from Consumer Goods division from end of quarter 3
(including Healthcare and FMCG).
Gross profit margin continued to sustain over 7% attributing to VND 82.9 bn gross profit, gaining 42%
quarter on quarter and 43% year on year. Q3/2017 Profit after tax reached the 2-year record high at VND
27.7bn, boosting accumulated 9M17 net profit to surpass 2017 yearly plan. The Company expects quarter
4 revenues and profit to be better than Q4/2016, which were VND 1,020 bn and VND 11.5 bn respectively.
COMPANY OVERVIEW
Q3 PROFIT AFTER TAX REACHED VND 27.7BN,
BOOSTING ACCUMULATED 9M17 PROFIT SURPASSED
WHOLE YEAR 2017 PLAN
OTC product
s
Living Care
Personal Care
ICT
Laptop &
Tablet
Mobile phone
Office Equipm
ent
CONSUMER GOODS
Herbal Supplement
Service
Date Events Status
12/2017 Issuance of 1 million shares of ESOP at VND 10,000/share Confirmed
01/2018Officially providing MES and exclusively product distributing for
Sharp Corporation Confirmed
06/01/2018 Mi Store Grand Opening @ Crescent Mall District 7 Confirmed
21/01/2018 Analyst Meeting –Q4/17 Business performance and 2018 Plan TBC
DIGIWORLD CORPORATE CALENDAR
Net revenues
(Unit: VND Billion)Q3/2017 % QoQ Q3/2016 % YoY 9M/2017 %YoY % Plan
ICT 1,122 42% 1,040 8% 2,675 -4% 69%
Consumer goods 22 n/a n/a 22 n/a 28%
Total revenues 1,144 44% 1,040 10% 2,697 -3% 68%
Gross profit 82.9 42% 57.8 43% 185.2 8% n/a
Gross profit margin 7.25% 5.56% 6.87%
Net profit after tax 27.7 36% 23.7 17% 56.7 1% 103%
Net profit margin 2.42% 2.28% 2.10%
IR NEWSLETTER
Q4/2017
“It is not easy for an organization
or a company to sustain and
develop throughout 20 years, but
for Digiworld, this is just the
beginning to initiate a new
journey. I hope you all will be
accompanying Digiworld in the
long trip ahead, continuously
conquering new challenges and
new successes.”
Mr. Doan Hong Viet
Founder - Chairman
Market
AnalysisMarketing Sales Distribution
& LogisticsAfter-sales
Service
Name Digiworld Corporation
Ticker DGW
Exchange HOSE
Chartered Capital VND 397.5bn
The first trading day 03 August 2015
Number of shares listed 39.75mn shares
Number of outstanding shares
39.60mn shares
Industry Market Expansion Services
Number of employees 438
Website www.digiworld.com.vn
IR NEWSLETTER – QUARTER 4/2017
BUSINESS PERFORMANCE ASSESSMENT – BUSINESS ACTIVITIES AND PRODUCT UPDATES
Laptops & tablets
Q3/2017 revenues from Laptops & tablets reached VND 742bn, soaring 56%
Quarter on Quarter and 21% year on year. Q3 is high season for this business
segment thanks to back-to-school ICT shopping. Fujitsu also started to
contribute revenues from this quarter.
Mobile phones
Mobile phone business continued to bounce back with quarter on quarter growth reaching 31%. However, a shift in revenue structure concentrating on products
using full MES from DGW has made this segment lag behind yearly plan with 9M17 revenues only achieving 49% whole year plan. Q4/2017 Mobile phone revenue is
expected to jump up thanks to early Tet holiday and high season for mobile phones during year end.
New product launching
Mi A1
- Dual camera, 2x optical zoom, Geo-tagging,
touch focus, face detection, HDR, panorama
- Snapdragon 625, RAM 4GB, ROM 64GB
- 5.5” FHD Display, aluminum uni-body
- Fingerprint (rear-mounted), accelerometer, gyro,
proximity
- Unlimited storage with Google Photos
RRP: VND 5,990,000
Mi Mix 2
- Full screen display 5.99” FHD IPS
- Ceramic body.
- Qualcomm Snapdragon 835
- RAM 6GB, ROM 64GB
RRP: VND 12,990,000
Redmi Note 5A Prime
- Camera selfie 16MP
- Large screen 5.5” HD for gaming, videos
- Snapdragon 435, Quad-core
- 2 nano sim, separate Micro SD slot
- RAM 3GB, ROM 32GB
RRP: VND 3,990,000
Redmi Note 5A
- Camera selfie 16MP
- Large screen 5.5” HD for gaming, videos
- Snapdragon 435, Quad-core
- 2 nano sim, separate Micro SD slot
- RAM 2GB, ROM 32GB
RRP: VND 2,990,000
Office Equipment
OE Revenues continued to grow steadily at 12% quarter on quarter and 25%
year on year, boosting revenue contribution to almost 20% of 9M17 revenues.
Mi Tripod/Selfie stick
Material- : ABS plastic, aluminum alloy.
Max- length: 50cm.
Connectivity- : Bluetooth 3.0.
Compatible- : Android 4.3, iOS 5.0.
360- ̊ turnaround pole.
RRP: VND 480,000
Mi City Sling Bags
- Dimension: 32 * 17,5 * 8cm
- Material: 100% Polyester
- Capacity: 4L
RRP: VND 380,000
Xiaomi suitcase
- Aluminum
- Volume: l 31
- Weight kg 4,4
- Height cm 55
- Width cm 37,5
- Depth 21.5 cm
RRP: VND 9,500,000
Xiaomi Pen
- Black ink
- High quality plastic
RRP: VND 60,000
Xiaomi Desk lamp
- Functions: adjust brightness and color
temperature.
- Flicker-free lighting
- Different lighting modes
- Durable, minimalist design
RRP: VND 880,000
Xiaomi Bedside Lamp
- Adjust brightness
- Night mode – safe for eyes
- Timer: Power On/Off
- Remote control by smartphone
RRP: VND 1,400,000
Service
Ho Chi Minh City, August 4th 2017-B2X-the global leading provider of customer care services for smart mobile and Internet of
Things (IoT) devices, forming a strategic joint venture with Digiworld Corporation , officially offers care service to Samsung
Electronics Vietnam.
Since the beginning of July, B2X Care Solutions Vietnam operates eight walk-in service centers and employs around 150
service experts providing users of mobile and electronic devices with troubleshooting support and device repair services for in-
warranty and out-of-warranty failures.
The JV is launching 2 new service centers in the coming time, with one in Ba Ria City and another in Thot Not District- Can Tho
city. Profit from this JV will be recognized since Q4/2017.
Why’s Xiaomi favoured among smartphone users?
Vật vờ Studio
Date 13/10/2017
IR NEWSLETTER – QUARTER 4/2017
BUSINESS PERFORMANCE ASSESSMENT – BUSINESS ACTIVITIES AND PRODUCT UPDATES
No.Broker
HouseMLR
1 SSI 30%
2 HSC 50%
3 VNDS 30%
4 MBS 40%
5 BVSC 50%
6 SHS 50%
7 BSC 50%
Margin lending Ratio of DGW stock
Source: Securities Companies, December-2017
High: VND 21,700 (29/11/17)
Low: VND 13,600 (28/04/17)
Liquidity: 306,020 shares/day
Trading statistics since Jan 2017FMCG
In the 3rd quarter, Digiworld acquired 50.3% of CL Company Limited via its subsidiary Digiworld Venture.
Founded in 1998, CL specializes in distributing high-end FMCG products from Japan such as Kodomo
Toothpaste, Zact Lion whitening toothpaste, Systema toothbrush, Essense detergent liquid, Bio Zip detergent
powder, Bubbi King dishwashing liquid, etc. CL’s distribution network covers 63 provinces, including
traditional channels and major supermarket store chains. Details.
Some products exclusively distributed by CL:
HEALTHCARE
As at November 2017, the very first product in healthcare using MES and
exclusively distributed by DGW has aggressively expanded its coverage
from 1,200 pharmacies by September to more than 2,800 pharmacies
nation-wide. Display objects has been placed in more than 1000
pharmacies and posters in more than 2000 pharmacies.
The second healthcare product for female is expected to be launched in
Quarter 1/2018.
AWARDS
Ho Chi Minh City, November 10, 2017,
Digiworld Corporation-DGW won two IR Awards
2017, listed in the Top 3 listed companies for
most favored IR activities by investors and Top 3
listed companies for most valued IR activities by
Financial Institutions.
Details
Essense detergent
liquidEssence washing liquidBubbi King dishwashing
liquid
Zact Lion Whitening
tooth pasteKomodo tooth paste Systema Toothbrush
Bio Zip washing
powder
Essence Iron water
IR Awards 2017Top 100 sustainable businesses in
Vietnam 2017
Ho Chi Minh City, on December 8th 2017, Digiworld
Corporation (“DGW”) honored to be listed in the Top
100 sustainable businesses for the second time. The
awards were granted by Vietnam Chamber of
Commerce and Industry (VCCI) The Ministry of
Labour, Invalids and Social Affairs (MOLISA), Ministry
of Planning and Investment (MPI), Ministry of Industry
and Trade (MOIT), Ministry of Natural Resources and
Environment (MONRE), Vietnam General
Confederation of Labour (VGCL) and State Securities
Commission (SSC).
The Asia Pacific Entrepreneurship Awards
(APEA)
Ho Chi Minh City, Vietnam-19 December 2017, Fourteen
outstanding Business Leaders who are the backbone of
Vietnam’s rising economy, who have exemplified remarkable
leadership and tenacity in pursuing sustainable success,
took center stage at the Asia Pacific Entrepreneurship
Awards (APEA) 2017, the inaugural Vietnam chapter.
Details
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DISCLAIMER
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