Straits Trading Business Segments Overview

2 GROWTH INITIATIVES SRE - To grow from current S$2.0 billion to S$3.0 billion target Invested Assets in near term. Supported by Favourable Market Fundamentals Warehouse retail parks are more insulated from e-commerce with low penetration from online despite the pandemic As COVID-19 restrictions have progressively eased in the UK, footfall at warehouse retail parks has returned to pre-pandemic levels Share of sales 2020 (%) Online penetration 10% 0% 10% 20% 30% 40% Food & Grocery 87% Health & Beauty 84% DIY & Gardening 82% Homewares 74% Furniture & Floorcoverings 71% Clothing & Footwear 48% Books 26% Electricals 26% Entertainment 10% change in 2021 50% 60% 70% 80% 90% 100% -High Streets 13% +0.7% 15% 19 -1.0% 16% 2% +0.2% 23% 3% -0.3% 29% -1.4% Weekly footfall (vs pre-Covid levels) Shopping Centre 0% -10% -20% -30% -40% -50% -60% -70% 42% 9% -5.2% -80% 72% -90% -5.4% -100% 66% 8% -4.5% 89% -1.7% Stores sales Online ■Click & Collect and third party pick-up Source: GlobalData Warehouse retail trade focus STRAITS TRADING ESTABLISHED 1887 A MEMBER OF THE TECITY GROUP Highlight 1 Diversification Highlight 2 Growth Wk3 18.01.2020 Wk1 04.01.2020 Wk5 01.02.2020 WK7 15.02.2020 Wk9 29.02.2020 Wk11 14.03.2020 Wk13 28.03.2020 Wk15 11.04.2020 Wk17 25.04.2020 Wk19 09.05.2020 Wk21 23.05.2020 Wk23 06.06.2020 Wk25 20.06.2020 Wk27 04.07.2020 Wk29 18.07.2020 Wk31 01.08.2020 Wk33 15/08/2020 Wk35 29/08/2020 Wk37 12/09/2020 Wk39 26/09/2020 Wk41 10/10/2020 Wk43 24/10/2020 Wk45 07/11/2020 Wk47 21/11/2020 Wk51 19/12/2020 Wk53 02/01/2021 Wk2 16/01/2021 Wk6 13/02/2021 Wk8 27/02/2021 Wk10 13/03/2021 Wk12 27/03/2021** Wk14 10/04/2021** Wk49 05/12/2020 Wk4 30/01/2021 Highlight 3 Value Creation Highlight 4 Financials 20 © Copyright 2021. The Straits Trading Company Limited. All rights reserved. Vs 2019 levels Wk16 24/04/2021** Wk18 08/05/2021** - Retail Parks ---UK average Source: Springborad

View entire presentation