Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

SYNNEX TECHNOLOGY INTERNATIONAL CORPORATION Interim / Quarterly Report 2017

Aug 29, 2017

52019_rns_2017-08-29_0c44583d-07ae-4e9e-9197-ab38446760a9.pdf

Interim / Quarterly Report

Open in viewer

Opens in your device viewer

==> picture [276 x 540] intentionally omitted <==

Q2 2017 Results SYNNEX TECH. INTL. CORP.

August, 2017

==> picture [158 x 18] intentionally omitted <==

Disclaimer

==> picture [607 x 4] intentionally omitted <==

IMPORTANT NOTICE

Synnex’s statements of its current expectations provided herein are forward-looking. These statements are subject to risks and uncertainties that might cause significant deviations from actual results, including but not limited to changes in business policy, possible fluctuations in economic situations, technology development, competition environment, and other circumstances beyond control. Synnex undertakes no obligation to update the forward-looking statements to reflect events or circumstances after the issuance of the statements.

Nothing contained herein constitutes an investment advice, offer or solicitation for the purchase or sale of any financial instrument. While reasonable care has been taken to ensure that the information contained herein is not untrue or misleading at the time of publication, Synnex makes no representation that it is accurate or complete. Neither Synnex nor any of its officers or employees shall be liable for any direct, indirect or consequential loss, damage, cost or expense incurred or arising from any use of the information contained herein.

P2

Synnex Group

==> picture [607 x 4] intentionally omitted <==

Worldwide Footprint

US$16B (Y17 1H)

OperatingHistory
& Current Position....
Taiwan
1975
No.1
USA
1992
No.3
HK / China
1997
No.2
Australia
1998
No.1
(New Zealand)
Thailand
1999
No.1
India
2005
No.1
Middle East / Africa
2005
No.1
Turkey
2010
No.1
Japan
2010
No.3
Indonesia
2011
No.1

Across 34 countries, 200 offices, 60% world population

P3

Y17Q2 Financial Summary

==> picture [607 x 4] intentionally omitted <==

NT$M
~~Y17Q2~~
~~Y16Q2~~
Revenue
80,446
$
83,591
$
~~YoY (%)~~
-4%
Grossprofit
2,850
2,814
1%
Operating expense
(1,985)
(1,952)
2%
Operating income
865
862
0%
Others income/expense
781
275
184%
Pre-tax income
1,646
1,138
45%
Net income
1,326
1,120
18%
EPS(NT$)
0.80
0.67
~~Gross profit%~~
~~3.5%~~
~~3.4%~~
~~Operating expense%~~
~~2.5%~~
~~2.3%~~
~~Operating income%~~
~~1.1%~~
~~1.0%~~
19%

P4

Y171H Financial Summary

==> picture [607 x 4] intentionally omitted <==

NT$M
Revenue ~~Y17 1H~~
156,984
$
~~Y16 1H~~
161,084
$
~~YoY (%)~~
-3%
Grossprofit 5,835 5,702 2%
Operating expense (3,883) (3,737) 4%
Operating income 1,952 1,965 -1%
Others income/expense 1,179 655 80%
Pre-tax income 3,131 2,620 20%
Net income 2,467 2,328 6%
EPS(NT$)
~~Gross profit%~~
~~Operating expense%~~
~~Operating income%~~
1.48
~~3.7%~~
~~2.5%~~
~~1.2%~~
1.40
~~3.5%~~
~~2.3%~~
~~1.2%~~
5%

P5

Quarterly & Yearly Earning Trend

==> picture [607 x 4] intentionally omitted <==

==> picture [687 x 145] intentionally omitted <==

----- Start of picture text -----

Y15Q1 Y15Q2 Y15Q3 Y15Q4 Y16Q1 Y16Q2 Y16Q3 Y16Q4 Y17Q1 Y17Q2
Margin Analysis (%)
Gross profit 3.9% 3.6% 3.6% 3.5% 3.7% 3.4% 3.2% 3.9% 3.9% 3.5%
Operating expense 2.5% 2.3% 2.0% 2.7% 2.3% 2.3% 2.2% 2.4% 2.5% 2.5%
Operating income 1.4% 1.3% 1.6% 0.8% 1.4% 1.0% 1.1% 1.5% 1.4% 1.1%
Pre-tax income (PBT) 1.9% 2.3% 0.3% 0.5% 1.9% 1.4% 1.6% 1.8% 1.9% 2.0%
Net income (PAT) 1.6% 1.8% 0.4% 0.5% 1.6% 1.3% 1.3% 1.5% 1.5% 1.6%
EPS (NT$) 0.69 0.78 0.18 0.26 0.72 0.67 0.73 0.79 0.68 0.80
----- End of picture text -----

~~2009~~ ~~2010~~ ~~2011~~ ~~2012~~ ~~2013~~ ~~2014~~ ~~2015~~ ~~2016~~
~~Margin Analysis(%)~~
Grossprofit 4.1% 3.6% 3.8% 3.7% 3.3% 3.5% 3.6% 3.5%
Operating expense 2.4% 2.0% 2.2% 2.2% 2.2% 2.1% 2.4% 2.3%
Operating income 1.6% 1.6% 1.6% 1.5% 1.2% 1.3% 1.2% 1.2%
Pre-tax income(PBT) 2.6% 2.4% 2.7% 2.2% 1.9% 1.9% 1.2% 1.7%
Net income(PAT) 2.2% 2.0% 2.3% 1.9% 1.6% 1.5% 1.0% 1.4%
EPS(NT$) 3.64 3.68 4.67 3.66 3.32 3.16 1.91 2.92
ROE 16% 16% 19% 14% 13% 12% 7% 11%

P6

Balance Sheet Key Index

==> picture [607 x 4] intentionally omitted <==

NT$ B

==> picture [667 x 307] intentionally omitted <==

----- Start of picture text -----

128.8 127.8 128.4
128.8 127.8 128.4
----- End of picture text -----

Debt Rario ~~Y16Q2~~
~~Y16Q4~~
~~Y17Q2~~
67%
66%
67%
Net Int. bearing Debt / Equity 73%
83%
91%
Net Worth Per Share(NT$) 26.1
25.5
24.9

P7