OSIM International Ltd

O/S SHARES (M N) :751 MARKET CAP (USD mn / SGD mn) :775 / 108252 - WK HI/LO (SGD) :2.34 / 1.423M Average Daily T/O (mn) :1.54 66.7%CAPITAL GROUP COM PANIES INC5.1%2.6%1M TH 3 M TH1Y RCOM PANY(0.9) 5.5 (28.0) STI RETURN7.84 (6.57) (2.21) Source: Bloomberg, PSRSGD M NFY 13FY 14 FY 15F FY 16 FRevenue648 691 587 546 EBITDA140 152 97 103 NPAT (adj.)102 102 61 67 EPS (S Cents)14.03 13.41 8.10 8.85 PER, x (adj.)12.7 17.4 17.8 16.3 P/BV, x4.7 4.1 2.4 2.2 DPS (S Cents)6.0 6.0 6.0 4.0 Div Yield, %3%3%4%3%ROE, %43%29%14%14%Source: Company Data, PSR est.CHYE HOCK SIMMORGAN STANLEY Global Network of of OutletsSource: Company, PSRGlobal Network of of OutletsSource: Company, PSR Revenue by Region (Source: Company, PSRNorth Asia: Retail Sales: 3mma %YoY(Source: CEIC, PSR est.)North Asia: Consumer Confidence Index: 3mma %YoY(Source: CEIC, PSR est.) South Asia: Retail Sales: 3mma %YoY(Source: CEIC, PSR est.)Exchange Rate: 1 Month Percentage Change(Source: Bloomberg, PSR est.)Weaker SGDStronger SGD Net Cash Net Cash Net Cash Net Cash Net Cash