CL5203
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Transcript of CL5203
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CyberLink Corp.CyberLink Corp.5203.TW5203.TW
Investor RoadshowInvestor RoadshowChris Huang (RDCT)Chris Huang (RDCT)
2008/1/152008/1/15
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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
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THENTHEN
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CyberLink Corp. CyberLink Corp.
Is Your BESTBEST Choice for
Investment
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THIS THIS PRESENTATIONPRESENTATION
Will Tell You
REASONSREASONSand
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WHERE IS THE WHERE IS THE BEEFBEEF
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OUTLINE OUTLINE
•COMPANY PROFILE
•FINANCIAL STRENGTH
•REASONS TO BUY
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PROFILEPROFILE• Funded in 1996• Most Famous with P
owerDVD• Ships Multimedia
Software Worldwide• A Small Giant in
Digital Audio Video Software Solutions
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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
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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
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PRODUCTSPRODUCTS
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AWARDSAWARDS
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CUSTOMERSCUSTOMERS
Worldwide TOP FIVE PCVenders are our Customers
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FINANCIALFINANCIAL
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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!!!
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KEY RATIOSKEY RATIOS
Margin close to 100%
Over 20%20% ROE every
year
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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
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STRONG GROWTHSTRONG GROWTH
10001000
24882488
61916191
1540715407
3833738337
It’s not easy for a technology company to have such a high ROEcz
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REASONS TO BUYREASONS TO BUY
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•High Quality Employees•Leading Technologies•High Revenue Growth•High Investment Return•Under-Estimated Stock Under-Estimated Stock
PricePrice
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COMPETITORSCOMPETITORS
CyberLink
EPS PE Ratio ROE
Higher EPS Then
Competitors
Higher ROE Then
Competitors
Lower PE Ratio Then
Competitors
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UNDER-ESTIMATEDUNDER-ESTIMATED
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CONCLUSIONCONCLUSION
•COMPANY PROFILEProductsProductsHRHR AwardsAwards CustomerCustomer
ss
RevenueRevenue KeyKey RatiosRatios
HighHigh ROEROE
•FINANCIAL STRENGTH
•REASONS TO BUY
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SOSO
If CyberLink Is That So Good
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WHY NOT BUY WHY NOT BUY YOUSELF SEVERAL YOUSELF SEVERAL
SHARES?SHARES?
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ANY QUESTIONS?ANY QUESTIONS?
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