Straits Trading Business Segments Overview slide image

Straits Trading Business Segments Overview

1 STRAITS TRADING BUSINESS SEGMENTS OVERVIEW MSC RESOURCES MSC Malaysia Smelting Corporation Berhad MSC Group Continued to be profitable in 1HFY21 despite disruptions arising from COVID-19 Tin mining net profit up 5-fold to RM36.2 million in 1HFY21 (1HFY20: RM6.6 million), while tin smelting reported a lower net loss of RM2.8 million (1HFY20: RM19.9 million) Well positioned to capitalise on strong tin price fueled by rising demand for tin solder in consumer electronics Key Developments Tin Mining Market Fundamentals • The tin market is entering a growth period supported by applications in new technologies and MSC provides direct exposure to the growing tin demand Metals Most Impacted by New Technologies Tin Lithium Cobalt Tin Smelting Silver Undertaking ongoing initiatives to raise mining productivity Pulau Indah smelter on track to be fully commissioned by early 2022 Nickel New initiatives have raised daily mining output to 11 tonnes/day in 1H21 from 9.5 tonnes/day in 2020 Explore new deposits and JV mining arrangements Outdated Butterworth Smelter New Port Klang Smelter TS FURNACE One-stop integrated process. running on Top Submerged Lance Improve production yield and capacity Gold Tungsten ISASMELT Smaller carbon Vanadium footprint Graphite Electric Vehicles • Renewables Electric Vehicles Robotics Renewables ■■Oil & Gas ■Energy Storage IT Other The main focus for tin is in the positive anode electrode of lithium-ion batteries The EV market is projected to reach 27.0 million units by 2030, at a CAGR of 21.1% Advanced Robotics The global market for robotics is expected to grow at a CAGR of c.26%, reaching US$210bn by 2025 Renewables will have the fastest growth in the electricity sector, providing c.30% of power demand in 2023, up from 24% in 2017 STRAITS TRADING ESTABLISHED 1887 A MEMBER OF THE TECITY GROUP Highlight 1 Diversification Highlight 2 Growth Highlight 3 Value Creation Highlight 4 Financials 11 © Copyright 2021. The Straits Trading Company Limited. All rights reserved.
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