Contents North Asia Strategic (NAS) Overview About American Tec - - PowerPoint PPT Presentation

NORTH ASIA STRATEGIC HOLDINGS LIMITED

2 0 1 2 Corporate Presentation

Contents

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North Asia Strategic (NAS) Overview About American Tec About Coland Group About Perfect Combo Our Way Forward

North Asia Strategic (NAS) Overview

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2005

• North Asia

Strategic Holdings Limited, a GEM listed company in Hong Kong

2006

• NAS raised

about US$165 million in first placement

• Acquired 100%

interests in American Tec

• Acquired 40%

interests in Coland Group

2007

• NAS raised

about US$127 million in second placement

• Granted Burger

King franchise in Hong Kong and Macau

2008

• Acquired

33.74% interests in TK Chemical Corporation (TKC), a South Korea corporation

2010

• Turnaround

and profitable sale of TKC at IRR of 21%

• Distributed a

special dividend of about US$70 million from TKC sale

2012

• Announced 10-

for-1 share consolidation

• Distributed a

special dividend of US$35 million

(Stock Code: 8080)

NAS Leadership

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Board Members

• Daniel Yu, Chairman & ED – Former President of Sun Microsystems, Greater China
• James Tsiolis, Deputy Chairman & NED – CEO of Strategic Capital Management Ltd.
• George Forrai, INED – Former Founder and Partner of Baker & McKenzie Hong Kong
• Kenny Tam, INED – CPA & Former President of The Society of Chinese Accountants & Auditors
• Philip Ma, INED – Deputy Chairman and CEO of The Sincere Company, Limited
• Jason Brown, NED – Head of Global Special Situations Group of Goldman Sachs
• - Enoch Wu as his Alternate – Executive Director of Goldman Sachs
• Takeshi Kadota, NED – Former SVP of Financial Svcs Division Mitsubishi

Senior Management & Key Personnel of Portfolio Companies

• Grace Luk – COO/CFO of NAS, Former Vice President of Dresdner Kleinwort Benson’s China PE Group
• Ong Kay Huat – CEO of American Tec Group, Former President of Far East Valor Computerized System
• Andy Wong – CFO of American Tec Group
• Wong Chun – Founder, Chairman & CEO of Coland Group

NAS Portfolio Companies

American Tec

• System

Solutions for Manufacturing Smart Electronic Devices Perfect Combo

• A franchisee for

developing and

• perating

Burger King restaurants in Hong Kong Coland Group

• A leading

provider in the processing and supply of fishmeal, fish

• il and aquatic

feeds in China

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NAS Snapshot

Divisions Revenue (HK$) Employees Hi-tech distribution and services: American Tec 892,404,000 247 Fishmeal, fish oil and aquatic products: Coland Group 744,236,000 240 Branded food restaurants: Burger King 143,006,000 575 Holding

• 10

Information as of 31 March 2012 1,779,646,000 1,072

23% 22% 54% 1%

Employees

Hi-tech distribution and services Fishmeal, fish oil and aquatic products Branded food restaurants Holding

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50% 42% 8%

Revenue

Hi-tech distribution and services Fishmeal, fish oil and aquatic products Branded food restuarants

About American Tec

Sales & Service network covering more than 25 regions in China, Vietnam and India

• Fast & Efficient Delivery System

Company with about HK$892 million annual revenue, 247 employees for FY11/12 Over 25 years experience in electronics, one of the pioneering SMT equipment distributors in China Sales & Service network covering more than 25 regions in China, Vietnam and India Optimized platform for technology & solutions for electronic manufacturing industry Over 500 + customer base

American Tec – System Solutions for Manufacturing Smart Electronic Devices

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About American Tec

Network Coverage

• China
• Vietnam
• India

American Tec was founded Shenzhen Branch, Shanghai & Beijing Offices founded Developed S.West Market Tianjin Company founded Speeds up expansion strategy, adding close to 20 sales & services sites Joined NAS, American Tec Group established Vietnam

• ffice

founded Suzhou company established Suzhou Training Centre added Launched ATS brand, ATS Centre, Strategic biz transition Launched DMS Solution

1986 1993 1987 1997 2000-2004 2006 2007 2009 2010 2011 2012 Over 25 Years, Exceeding with every transition！

American Tec Snapshot

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American Tec Customers

Home Electronics Consumer Electronics Computer Equipment Semiconductor Automotive Electronics Mobile / Wireless Device Medical Electronics

LED

Solid Customer Base: 500+

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PCBA Process, Assembly & Test

American Tec Suppliers

SMT Manufacturing Equipment

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American Tec Suppliers

Advance Semiconductor Packaging and Processing Solution

Lead Frame & BGA & QFN & LED Process

Wafer Mounting Die Bonding Plasma Cleaning Laser Marking Sawing & Sorting Wire Bonding Dispensing

Wafer Bumping & SIP & Flip Chip & WLCSP

Flux & Ball Printing Reflow Auto Cleaning Vision Inspection Wafer Sorter Die Sorter Handling & Taping

Wafer Bumping & SIP & Flip Chip

X-Ray Auto Test Equipment

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About Perfect Combo

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Perfect Combo – A franchisee for developing and operating BURGER KING restaurants in Hong Kong since 2007

BURGER KING

• Founded in 1954, the second largest

fast food hamburger chain in the world

• In 2012, began trading on the New

York Stock Exchange

• Currently operating in over 12,500

locations serving over 11 million guests daily in 82 countries and territories worldwide

BURGER KING HONG KONG

• Brand building initiated since 2007
• Currently operating 13 restaurants in

high density Kowloon, New Territories residential areas and retail locations in Hong Kong

• Awarded “Favorite fast food

restaurant” for 4 consecutive years (2009 – 2012) by U magazine (a popular travel & leisure magazine)

About Perfect Combo

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Operating restaurants in renowned retail locations, commercial districts and residential areas in Hong Kong

Awards

About Perfect Combo

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Global Offering Local Offering

Processing & sale of fishmeal Refining & sale of fish oil Manufacturing & sale

• f aquatic feeds

Farming & sale of marine species Concentration & sale

• f fish oil products

Processing & sale of aquatic products

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About Coland Group

About Coland Group

Fishmeal: Sourcing brown and white fishmeal from Peru, Chile, USA and Russia, etc. Largest Raw Fishmeal Importer in China in the year of 2011 Feeds: “Top 30 Feed Enterprises in China”, with annual processing capacity of 100,000 mts JV with Nosan Corporation, a sizeable feed company in Japan Fish Oil: Largest Fish Oil Refinery and Supplier in China, with annual refining capability of 30,000 mts Large scale Concentrated Fish Oil Plant in Lianjiang Aqua- culture: Leading Enterprises of Aquaculture Industrialization of Fujian Fish Farming and Producing Plant with 2,000 acres in Wuhan

Coland – A leading provider in the processing and supply of fishmeal, fish oil and aquatic feeds in China

Branches and Representative Offices in the most significant aquaculture sites in China with extensive distribution network and logistic support.

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Headquarters/Business Centre Branches

Our Way Forward

Direction

Continuously reviewing and updating our long-term strategy to provide stakeholders better clarity on our direction and business model while striving to create value for our shareholders, customers, employees, and business partners

Profitability

Providing guidance and assistance to each portfolio company to enhance strategic positions and to achieve higher profitability

Shareholders Value

Carefully evaluate and review options as to how we may effectively manage, deploy and apply available cash resources to meet operational needs and for the benefit of

• ur shareholders as a whole

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Disclaimer

The information contained in this document is provided for information purposes only and has not been independently verified. No representation or warranty express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. The information contained in this document should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments which may occur after the date of the presentation. Neither the Company nor any of its affiliates, advisers or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with this document. The document contains statements that reflect the Company’s beliefs and expectations about the future. These forward-looking statements are based on a number of assumptions about the Company’s operations and factors beyond the Company’s control, and accordingly, actual results may differ materially from those in or expected under the forward-looking

• statement. The Company does not undertake to revise forward-looking statements to

reflect future events or circumstances.

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Contact Us

North Asia Strategic Holdings Limited Business : Unit 1-5, 16th Floor, Futura Plaza Address 111-113 How Ming Street, Kwun Tong Kowloon, Hong Kong Stock Code : 8080 Website : www.nasholdings.com Investor Relations Tel : (852) 2622 0880 Fax : (852) 2169 0209 Email : enquiry@nasholdings.com

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