Eastern Water Resources Development and Management : Eastwater Operation & Financial Performance Q4/2023
March 06, 2024 at 06:40 am EST
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EAST WATER
OPERATION & FINANCIAL
PERFORMANCE OF YEAR 2023
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DISCLAIMER
o The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or subscribe for share in Eastern Water Resources Development and Management Public Company Limited ("EASTW" and shares in EASTW, "shares") in any jurisdiction nor should it or any part of it form the basis of, or be relied upon in any connection with, any contract or commitment whatsoever.
This presentation has been prepared by the EASTW. The information in this presentation has not been independently verified. No representation, warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions in this presentation. None of the EASTW or any of its agents or advisors, or any of their respective affiliates, advisors representatives, shall have any liability (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation.
This presentation is made, furnished and distributed for information purposes only. No part of this presentation shall be relied upon directly or indirectly for any investment decision-making or for any other purposes.
This presentation and all other information, materials or documents provided in connection therewith, shall not, either in whole or in part, be reproduced, redistributed or made available to any other person, save in strict compliance with all applicable laws.
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Note: All currency figures within this presentation are presented in Thai Baht ("Bt.") unless otherwise stated.
AGENDA
Business Overview
Group Structure & Stock information
Our Business
Outlook & Strategies
Financial
Sustainability
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EAST WATER - INFORMATION
VISION "To be the leader in ensuring security of the country's comprehensive water resource management and
development through smart technology"
Industrial
Drinking
Recycled
Water
Water
Water
Waste
Raw
Water
Water
Treatment
Tap
Water
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GROUP STRUCTURE
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STOCK INFORMATIONS
Major shareholders
THB per share
Historical P/E and Share Price
Institution Investors
25.0
22.00
24.0
19.06
9.59%
20.0
20.0
Manila Water
16.99
17.02
15.97
15.13
14.90
18.72%
16.0
Retail
13.81
15.0
12.62
11.80
12.40
Investors
11.60
10.70
11.00
12.0
9.30
9.30
26.92%
10.0
Paid-up Capital
8.0
5.30
THB 1,663.73
5.0
4.18
Million
4.0
PWA
IEAT
0.0
0.0
4.57%
2015
2016
2017
2018
2019
2020
2021
2022
2023
40.20%
Share price (end of year)
P/E
Note: Info as of 31 Dec 2023
PWA: Provincial Waterworks Authority
MWC: Manila Water (Thailand) Co, Ltd.
IEAT: Industrial Estate Authority of Thailand
Market capitalization of approx. THB 6,954.37 Million
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As the core business of EASTW, raw water distribution is the main source of revenues while tap water and waterworks management - operated under Universal Utilities Co., Ltd. (100% subsidiary) - are compelling supportive businesses.
Note: Info as of 31 Dec 2023
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RAW WATER BUSINESS
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CHACHOENSAO
Bang Phra
PLUAK DAENG
Nong Kho
- BOWIN
CHONBURI3
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Nong-Pla-Lai
Klong Yai
Prasae
Dok Krai
MAP TA PHUT
523
Reservoir
Major customers
Local authorities: Provincial Waterworks Authority (PWA), and Industrial Estate Authority of Thailand (IEAT)
Industrial estates: WHA Group, Amata Estate
Multi-nationalcompanies: SCG, Thai Oil (TOP), PTT Global Chemical (PTTGC), Toyota
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BAN CHANG - SATTAHIP
Water loss in the
system
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TAP WATER BUSINESS
UU's Concession
Total production capacity = 325,730 cubic meters / day
Average sales volume = 209,794 cubic meters / day
Wangchan Valley
14 Concessions
Water loss in the system = 11.73%
EASTW's Concession
Total production capacity = 80,000 cubic meters / day
Average sales volume = 63,038 cubic meters / day
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Eastern Water Resources Development and Management pcl published this content on
06 March 2024 and is solely responsible for the information contained therein. Distributed by
Public, unedited and unaltered, on
06 March 2024 11:40:06 UTC.
Eastern Water Resources Development and Management Public Company Limited is a Thailand-based company, which is engaged in the development and management of water distribution pipeline systems in the Eastern Seaboard area of Thailand, the supply of raw water, and production and supply of tap water. Its business activities include supply of raw water, production and supply of tap water, supply of industrial water, waterworks management and engineering services, and other business activities including office building rental. It is a comprehensive systematic water management structure suitable for each type of industry, including raw water, tap water system, calify water system, RO water system, reuse and recycle system, or demineral water system used in electronics production or industries where high-pressure boilers are used, or industries that require water in production processes with cleanliness, especially in the pharmaceutical, cosmetic and medical practice industries and other.