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gatan 38 Telephone: Fax: E-mail: Website: Company reg. no.: Registered office: +46-8-762 90 00 +46-8-762 90 01 info@hufvudstaden.se www.hufvudstaden.se 556012-8240 Stockholm Gothenburg Hufvudstaden AB (publ) Kyrkogatan 54 SE-411 08 GOTHENBURG Telephone: Fax: E-mail: Website: +46-31-710 21 00 +46-31-710 21 88 info@hufvudstaden.se www.hufvudstaden.se NK Department stores NK Stockholm NK 100 SE-111 77 STOCKHOLM Visiting address: Hamngatan 18­20 Telephone: Fax: Website: +46-8-762 80 00 +46-8-762 90 89 www.nk.se NK Göteborg NK 331 Drottninggatan 39 SE-411 07 GOTHENBURG Visiting address: Östra Hamngatan 42/ Fredsgatan 5 Telephone: Fax: Website: +46-31-710 10 00 +46-31-710 11 79 www.nk.se Other operations Parkaden AB NK 100 SE-111 77 STOCKHOLM Visiting address: Regeringsgatan 47 Telefon: Telefax: E-post: Hemsida: +46-8-762 92 00 +46-8-762 92 01 info@parkaden.se www.parkaden.se World Trade Center Vasaterminalen AB Box 70354 SE-107 24 STOCKHOLM Visiting address: Klarabergsviadukten 70 Telephone: Fax: E-mail: Website: +46-8-700 45 00 +46-8-700 45 71 info@wtc.se www.wtc.se Production: Valentin & Byhr. Photographs: Jäger Arén. Translated by P & M O'Malley HB, Ulricehamn. Printed by: NRS Tryckeri Huskvarna. Printed on Silverblade. HUFVUDSTADEN 2005
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by tenants. Renegotiated lease. A new or extended lease with an existing tenant whose earlier lease ran out during the year. Rentable floor space. Total area available for renting. Rental losses. Loss of revenue as a result of vacancies. Rental vacancy level. Vacant floor space at an estimated market rent in relation to the total annual rent. Return on capital employed. Profit after financial items and tax, plus interest expense and less interest contributions, in relation to the average capital employed. Return on equity. Profit for the year in relation to average equity. Share price/equity. The share price at the year-end in relation to equity per share. Special projects. Costs for the development and improvement of the property holdings. In the Income Statement this refers to the part of the cost that has been expensed. Tax. The Group's total tax comprises actual tax and deferred tax. Turnover-based rent supplement. Rent in addition to the guaranteed minimum rent, based on the store's net turnover 81 Addresses Hufvudstaden AB (publ) NK 100 SE-111 77 STOCKHOLM Visiting address: Regeringsgatan 38 Telephone: Fax: E-mail: Website: Company reg. no.: Registered office: +46-8-762 90 00 +46-8-762 90 01 info@hufvudstaden.se www.hufvudstaden.se 556012-8240 Stockholm Gothenburg Hufvudstaden AB (publ) Kyrkogatan 54 SE-411 08 GOTHENBURG Telephone: Fax: E-mail: Website: +46-31-710 21 00 +46-31-710 21 88 info@hufvudstaden.se www.hufvudstaden.se NK Department stores NK Stockholm NK 100 SE-111 77 STOCKHOLM Visiting address: Hamngatan 18­20 Telephone: Fax: Website: +46-8-762 80 00 +46-8-762 90 89 www.nk.se NK Göteborg NK 331 Drottninggatan 39 SE-411 07 GOTHENBURG Visiting address: Östra Hamngatan 42/ Fredsgatan 5
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Sweett Group plc Formerly Cyril Sweett Group plc Annual report and accounts 2012 Mexico City 5:00 Houston 5:00 Winnipeg 5:00 Chicago 5:00 New York 6:00 Caracas 7:00 Halifax 7:00 Rio de Janeiro 8:00 Godthab 8:00 Azores 10:00 Lisboa 11:00 Oxford 11:00 Paris 12:00 Berlin 12:00 Cape Town 13:00 Istanbul 13:00 Moscow 14:00 Nairobi 14:00 Teheran 14:30 Seychelles 15:00 Dubai 15:00 Mumba i 16:30 Delhi 16:30 Calcutta 16:30 Ranguun 17:30 Bangkok 18:00 Shanghai 19:00 Hong Kong 19:00 Nagasaki 20:00 Tokyo 20:00 Sydney 21:00 Who we are Sweett Group is a global business with expertise in property and infrastructure professional services. Our services include cost management, programme and project management, strategic advisory and PPP/PFI investment and consultancy services. Clients tell us that we are experienced, professional and collaborative in our approach. We aim to forge long term, successful relationships with all stakeholders in the property and infrastructure industry. `Global knowhow, local delivery' is the essence of our business and our reach enables us to put global best practice to use in the local markets we serve. For more information about our projects and services: www.sweettgroup.com Connect with us on twitter.com/sweett_news linkedin.com/company/sweett-group facebook.com/sweettgroup Cover images ­ Background: Titanic quarter (Belfast) L to R: Oxford Centre for Islamic Studies (Oxford), Yas Island (Abu Dhabi), Shanghai Tang (Hong Kong). Overview Business Review Governance How we
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19:00 Hong Kong 19:00 Nagasaki 20:00 Tokyo 20:00 Sydney 21:00 Who we are Sweett Group is a global business with expertise in property and infrastructure professional services. Our services include cost management, programme and project management, strategic advisory and PPP/PFI investment and consultancy services. Clients tell us that we are experienced, professional and collaborative in our approach. We aim to forge long term, successful relationships with all stakeholders in the property and infrastructure industry. `Global knowhow, local delivery' is the essence of our business and our reach enables us to put global best practice to use in the local markets we serve. For more information about our projects and services: www.sweettgroup.com Connect with us on twitter.com/sweett_news linkedin.com/company/sweett-group facebook.com/sweettgroup Cover images ­ Background: Titanic quarter (Belfast) L to R: Oxford Centre for Islamic Studies (Oxford), Yas Island (Abu Dhabi), Shanghai Tang (Hong Kong). Overview Business Review Governance How we've performed Sweett Group plc 1 Formerly Cyril Sweett Group plc Annual report 2012 Overview Overview Who we are ifc How we've performed 1 What we do 2 Where we operate 4 Chairman's statement 6 Financial highlights GAAP measures Revenue £m 72.8 72.8 Operating (loss)/profit £m 2.4 (Loss)/profit before tax £m 2.3 Business review Chief Executive's strategic review 10 Europe 10 International 11 Financial review 13 Risk management 16 11 12 Net assets £m 30.9 28.8 (0.2)* 11 12 Basic (loss)/earnings per share pence 2.6 (1.0)* 11 12 Dividend per share pence 1.3 Governance
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've performed Sweett Group plc 1 Formerly Cyril Sweett Group plc Annual report 2012 Overview Overview Who we are ifc How we've performed 1 What we do 2 Where we operate 4 Chairman's statement 6 Financial highlights GAAP measures Revenue £m 72.8 72.8 Operating (loss)/profit £m 2.4 (Loss)/profit before tax £m 2.3 Business review Chief Executive's strategic review 10 Europe 10 International 11 Financial review 13 Risk management 16 11 12 Net assets £m 30.9 28.8 (0.2)* 11 12 Basic (loss)/earnings per share pence 2.6 (1.0)* 11 12 Dividend per share pence 1.3 Governance Board of directors 19 Corporate governance 20 Directors' remuneration report 23 Report of the directors 27 Statement of directors' responsibilities 30 Independent auditors' report 31 11 12 Non-GAAP measures Tax-adjusted (loss)/earnings per share before exeptional adminstrative expenses pence 3.7 (2.1) 0.5 Financial statements 11 12 11 12 Consolidated income statement 33 Consolidated statement of comprehensive income 33 Consolidated balance sheet 34 Company balance sheet 35 Lock up days (measured as Operating profit before Consolidated statement the aggregate days' activity the impact of exceptional of changes in equity 36 represented by debtors and work in progress ­ see financial review for administrative expenses Company statement of and amortisation of changes in equity 38 acquired intangible assets
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Board of directors 19 Corporate governance 20 Directors' remuneration report 23 Report of the directors 27 Statement of directors' responsibilities 30 Independent auditors' report 31 11 12 Non-GAAP measures Tax-adjusted (loss)/earnings per share before exeptional adminstrative expenses pence 3.7 (2.1) 0.5 Financial statements 11 12 11 12 Consolidated income statement 33 Consolidated statement of comprehensive income 33 Consolidated balance sheet 34 Company balance sheet 35 Lock up days (measured as Operating profit before Consolidated statement the aggregate days' activity the impact of exceptional of changes in equity 36 represented by debtors and work in progress ­ see financial review for administrative expenses Company statement of and amortisation of changes in equity 38 acquired intangible assets Consolidated and company statement of cash flow 39 further details) £m Notes to the financial statements 40 94 3.8 87 Company information Company information ibc (0.5) 11 12 11 12 Operational highlights 1.6 11 12 Record order book demonstrating a healthy split between the Group's main sectors and geographies Continued growth in Asia Pacific with staff numbers in the region increased by almost 30% to 680 Group rebranding strengthened Sweett Group's global offering and cross selling opportunities to international client base Successful entry into energy sector in the UK Launch of three-year strategy focused on improved margins and cash generation Financial statements * After the impact of exceptional administrative expenses of £1.2m (2011: £1.0m) and amortisation of acquired intangible assets of £0.5m (2011: £0.4m). 2 Sweett Group plc Formerly Cyril Sweett Group plc Annual report 2012 Overview What we do
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ers Registrars Head office 03452251 M J G Henderson FCA, FRSA, KHS (Non Executive Chairman) D L Webster MBA, BSc, FRICS, MAPM (Chief Executive Officer) C R J Goscomb FCA (Chief Financial Officer) D R Pitcher BSc, FRICS Dip.Proj.Man (Managing Director Europe) K Berry LLB (Hons), MRICS, MHKIS, MCIarb, RPS (QS), F.PFM (Managing Director, Asia Pacific) R S Mabey CMG, FCIOB, FRSA (Non­executive) P N Woollacott BSc, CIGEM (Non­executive) J L Hewitt FCA, MA, MBA (Non­executive) D M Pass ACIS, BCom 60 Gray's Inn Road London WC1X 8AQ Westhouse Securities Limited (formerly Arbuthnot Securities Limited) 20 Ropemaker Street London EC2Y 9AR PricewaterhouseCoopers LLP 1 Embankment Place London WC2N 6RH Bank of Scotland plc The Mound Edinburgh EH1 1YZ Capita Registrars Northern House Woodsome Park Fenay Bridge Huddersfield HD8 0LA 60 Gray's Inn Road London WC1X 8AQ Telephone number (0)20 7061 9000 Fax number (0)20 7430 0603 www.sweettgroup.com This annual report is printed on Cocoon Preprint Offsett, a 100% recycled paper with FSC certification. The composition of the paper is 100% de-inked, post-consumer waste. All pulps used are Elemental Chlorine Free (ECF) and the manufacturing mill holds the ISO 14001 and EU Eco-label certificates for environmental management. If you have finished reading this report and no longer wish to retain it, please pass it on to other interested readers or dispose of it in your recycled paper waste. Thank you. This report is available at: sweetgroup.com/investor-centre Sweett Group plc Formerly Cyril Sweett Group plc Sweett Group plc Registered in the United Kingdom Company Registered Number: 03452251 VAT number: 927 1066 31 Registered office: 60 Gray's Inn Road London WC1X 8AQ
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ingent liabilities The Group and the company have contingent liabilities in respect of bonds and guarantees issued to third parties in the normal course of business. At 31 March 2012 the contingent liability amounted to £2.9m (2011: £1.4m) including a guarantee for £2.193m (2011: £nil) to the Inverclyde Schools call option holder which was released in July 2012. Additionally the company has guaranteed the overdraft facility of Sweett (UK) Limited amounting to £4.9m (2011: £3.9m) and has a contingent risk relating to the eventual settlement value of its derivative financial instrument, the quantum of which is dependent on future currency exchange rates. 33. Post balance sheet events On 26 July 2012 the company announced the completion of the disposal of the Group's interest in the Inverclyde Schools PFI Project. This disposal was the conclusion of a pre-paid option agreement entered into in January 2012 under which the consideration of £2,192,860 was paid immediately in cash. There have been no other significant post balance sheet events. Company information Company registration number Directors Secretary Registered office Nominated advisor and broker Registered auditors Bankers Registrars Head office 03452251 M J G Henderson FCA, FRSA, KHS (Non Executive Chairman) D L Webster MBA, BSc, FRICS, MAPM (Chief Executive Officer) C R J Goscomb FCA (Chief Financial Officer) D R Pitcher BSc, FRICS Dip.Proj.Man (Managing Director Europe) K Berry LLB (Hons), MRICS, MHKIS, MCIarb, RPS (QS), F.PFM (Managing Director, Asia Pacific) R S Mabey CMG, FCIOB, FRSA (Non­executive) P N Woollacott BSc, CIGEM (Non­executive) J L Hewitt FCA, MA, MBA (Non­executive) D M Pass ACIS, BCom 60 Gray's Inn Road London WC1X 8AQ Westhouse Securities Limited (formerly Arbuthnot Securities Limited) 20 Ropemaker Street London EC2Y 9AR PricewaterhouseCoopers LLP 1 Embankment Place London WC2N 6RH Bank of Scotland plc The Mound Edinburgh EH1 1YZ
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ANNUAL REPORT 2002 Pandox is one of northern Europe's leading pure hotel property companies. The Company has built up specialist expertise within the key areas of hotel markets, hotel operations, hotel properties and business development. The key areas are developed through active ownership, which has resulted in a hotel property portfolio of the highest quality regarding revenue, brand names, location and size. Pandox is characterised by stable cash flow, high direct yield and a shareholderfriendly strategy. Content Operations 1 The year in brief 2 Business concept 4 Message from the Managing Director 8 Pandox´ share 10 Pandox´ vision, business concept, objectives and strategies 12 Pandox´ history and background 14 Principle procedures, working methods and management system 16 Radisson SAS Arlandia 18 Employees 24 Types of lease 26 Environmental policy Market 28 Description of the market Hotel Property Portfolio 42 High quality hotel property portfolio 44 The Hotel Properties 46 Pandox Hotel Properties Analysis 58 Eight-year summary 60 Eight-year summary, key data 61 Value of Hotel Property Portfolio 62 Financial overview 64 Factors affecting Pandox 66 Pandox´ tax situation Financial Statements 68 Board of Director´s Report 70 Income statement and commentary 72 Balance sheet and commentary 74 Statements of changes in financial position and commentary 76 Accounting principles 77 Notes 83 Proposed disposition of earnings 84 Auditor´s Report 85 Senior Executives and Auditors 86 Board of Directors 88 Definitions Annual General Meeting Financial Report Dates Annual General Meeting Interim three-month report Interim six-month report Interim nine-month report 25 March 28 April 21 August 23 October 2003 2003 2003 2003 THE YEAR IN BRIEF PAGE 1 The year in brief Income before tax for 2002, excluding non-recurring revenue, amounted to SEK 202.2 M (210.6) Net income for 2002, excluding non-recurring revenue, amounted to SEK 168.4 M (182.1) corresponding to earnings per share of SEK 6.76 (7.31). Cash flow from current operations amounted to SEK 265.8 M (267.2) corresponding to SEK 10.68 per share (10.73). The Board of Directors proposes a dividend payment of SEK 4.25 per share (4.00). During the year two non-strategic hotel properties were sold with a capital gain of SEK 28.8 M. Demand for hotel rooms decreased in Sweden during
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commentary 76 Accounting principles 77 Notes 83 Proposed disposition of earnings 84 Auditor´s Report 85 Senior Executives and Auditors 86 Board of Directors 88 Definitions Annual General Meeting Financial Report Dates Annual General Meeting Interim three-month report Interim six-month report Interim nine-month report 25 March 28 April 21 August 23 October 2003 2003 2003 2003 THE YEAR IN BRIEF PAGE 1 The year in brief Income before tax for 2002, excluding non-recurring revenue, amounted to SEK 202.2 M (210.6) Net income for 2002, excluding non-recurring revenue, amounted to SEK 168.4 M (182.1) corresponding to earnings per share of SEK 6.76 (7.31). Cash flow from current operations amounted to SEK 265.8 M (267.2) corresponding to SEK 10.68 per share (10.73). The Board of Directors proposes a dividend payment of SEK 4.25 per share (4.00). During the year two non-strategic hotel properties were sold with a capital gain of SEK 28.8 M. Demand for hotel rooms decreased in Sweden during 2002. The number of rooms sold decreased to 14.9 M which corresponds to a reduction in occupancy by 0.3 percentage points to 47.1 (47.4). The occupancy rate in Pandox' prioritised Swedish market segments stood at 59.1 (60.7) per cent, corresponding to a decrease of 1.6 per cent. In international towns and cities where Pandox is represented, the occupancy rate reached 66.0 (67.0) per cent. In Stockholm, Sweden's largest hotel market, revenue per available room (RevPAR) decreased by 1.1 per cent. Key data, SEK M Property revenue Operating net Net income1) Earnings per share 1), SEK Cash flow per share, SEK 1) Exclusive of non-recurring revenue. 2002 562.2 469.0 168.4 6.76 10.68 2001 575.1 478.4 182.1 7.31 10.73 PANDOX ANNUAL REPORT 2002 PAGE 2 OPERATIONS Streamlined business concept and focused strategy Pandox is one of the leading pure hotel property companies in northern Europe. The company has specialist
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2002. The number of rooms sold decreased to 14.9 M which corresponds to a reduction in occupancy by 0.3 percentage points to 47.1 (47.4). The occupancy rate in Pandox' prioritised Swedish market segments stood at 59.1 (60.7) per cent, corresponding to a decrease of 1.6 per cent. In international towns and cities where Pandox is represented, the occupancy rate reached 66.0 (67.0) per cent. In Stockholm, Sweden's largest hotel market, revenue per available room (RevPAR) decreased by 1.1 per cent. Key data, SEK M Property revenue Operating net Net income1) Earnings per share 1), SEK Cash flow per share, SEK 1) Exclusive of non-recurring revenue. 2002 562.2 469.0 168.4 6.76 10.68 2001 575.1 478.4 182.1 7.31 10.73 PANDOX ANNUAL REPORT 2002 PAGE 2 OPERATIONS Streamlined business concept and focused strategy Pandox is one of the leading pure hotel property companies in northern Europe. The company has specialist expertise in the hotel market, hotel operations and business development and through active ownership creates conditions for stable and increasing cash flow and therefore added value for its shareholders. Pandox' strategy is to own one kind of asset ­ hotel properties. Its focus is strengthened by a prioritised market segment. Pandox is to own large hotel properties in Stockholm, Gothenburg, Malmö, in Swedish regional and university cities, as well as in capitals and other major cities in northern Europe. The hotel properties should be centrally located in natural and strong locations such as city centres, airports and convention centres. The hotels should be in the upper medium to high price range and focus on the business and leisure segment. The hotels owned by Pandox are run and operated by the most powerful players in the hotel market who with well-known brands create strong market positions and thereby stable revenues. Revenues are created by flexible lease agreements that are related to the operators' turnover, which increases the potential for Pandox in good times at the same time as the minimum guarantee levels in the lease structure limits the risk. Through its active ownership Pandox takes part in increasing the total revenues and at the same time through active risk management reduces the risks. The company has been listed on the Stockholm Stock
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expertise in the hotel market, hotel operations and business development and through active ownership creates conditions for stable and increasing cash flow and therefore added value for its shareholders. Pandox' strategy is to own one kind of asset ­ hotel properties. Its focus is strengthened by a prioritised market segment. Pandox is to own large hotel properties in Stockholm, Gothenburg, Malmö, in Swedish regional and university cities, as well as in capitals and other major cities in northern Europe. The hotel properties should be centrally located in natural and strong locations such as city centres, airports and convention centres. The hotels should be in the upper medium to high price range and focus on the business and leisure segment. The hotels owned by Pandox are run and operated by the most powerful players in the hotel market who with well-known brands create strong market positions and thereby stable revenues. Revenues are created by flexible lease agreements that are related to the operators' turnover, which increases the potential for Pandox in good times at the same time as the minimum guarantee levels in the lease structure limits the risk. Through its active ownership Pandox takes part in increasing the total revenues and at the same time through active risk management reduces the risks. The company has been listed on the Stockholm Stock Exchange's O list since 1997 and since July 2002 on the Attract 40 list. PANDOX ANNUAL REPORT 2002 OPERATIONS PAGE 3 2002 Operations PANDOX ANNUAL REPORT 2002 PAGE 4 OPERATIONS Stability in an uncertain market Pandox' revenue in 2002 amounted to SEK 562.2 M representing a decrease of 2.2 per cent compared with the previous year. This decline is attributable to a weaker hotel market, but in which the Pandox hotel portfolio performed better than the market in general. The value growth for the whole year amounted to -2.0 per cent and the last quarter showed a decline of -0.5 per cent. Cash flow has continued to be stable and amounted to SEK 265.8 M, which is in line with last year. Income before tax was SEK 202.2 M, which corresponds to previous forecasts. PANDOX ANNUAL REPORT 2002 Streamlined business concept Pandox is a pure hotel property company, with the principal strategy being to own one type of asset ­ hotel properties. The origin behind the formation of the Company is the interest for specialised property companies that arose during
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OX ANNUAL REPORT 2002 Annual General Meeting Welcome to the Pandox Annual General Meeting in Stockholm 25 March 2003. Time and place The Annual General Meeting will be held at 17:00 hrs on Tuesday 25 March 2003 at Hilton Stockholm Slussen, Auditoriet, Guldgränd 8, Stockholm. Notification Shareholders who wish to participate in the business of the Meeting: must be recorded in the share register maintained by VPC AB (Swedish Securities Register Centre) no later than Friday 14 March 2003 must give notice of intention to attend no later than 12:00 noon Tuesday 18 March 2003 - by mail to Pandox AB, P.O. Box 5364, SE-102 49 Stockholm - by telephone +46 8 506 205 50 - by e-mail pandox@pandox.se When giving notice of intention to participate in the Annual General Meeting, the shareholders must specify his/her name, personal identification number, telephone number and number of shares held. To be eligible to vote at the Meeting, shareholders whose shares are registered in the name of a trustee must temporarily reregister their shares in the VPC register. Shareholders must advise the trustee of this in good time prior to Friday 14 March 2003. If a shareholder plans to be represented by a proxy, written authorisation must be issued to the proxy. The authorisation must be sent prior to the Meeting, together with a certificate of registration for a legal entity. Dividend The Board of Directors proposes that a dividend of SEK 4.25 per share be paid for 2002. The proposed record date for payment of dividends is Friday 28 March 2003. If the Annual General Meeting approves the proposal, it is expected that dividends will be paid via VPC on Wednesday 2 April 2003. Annual Report 2002 has been produced by Pandox in cooperation with LINK Investor Relations. Design: Jaform. Production: Okidok. Photo: Ulf Blomberg and Lars Nyblom. Print: db-grafiska. Paper, cover: Arctic Silk, content: Amber Graphic. Pandox AB (publ.), P.O. Box 5364, SE-102 49 Stockholm Tel: +46 8 506 205 50 · Fax: +46 8 506 205 70 · Internet: www.pandox.se · e-mail: pandox@pandox.se
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financial items plus financial expense as a percentage of average total assets. Return on equity Income after net financial items and paid tax as a percentage of average equity capital. P/E ratio Share price divided by net earnings per share. P/CE ratio Share price divided by cash flow per share. Interest - coverage ratio Income after net financial items plus financial expense as a percentage of financial expense. Equity/Assets ratio Equity capital at year - end as a percentage of total assets. HOTEL MARKET - RELATED Room occupancy Number of overnight stays sold during a given period, normally one year. Occupancy rate Number of rooms occupied divided by the number of available rooms. Average room price Total revenue from overnight stays sold divided by number of rooms occupied. RevPAR (Average revenue per available room) Total revenue from rooms sold divided by number of available rooms. Market penetration The occupancy rate of an individual hotel in relation to the average for the market. GOP Net profit in a hotel operating company before depreciation, rent, net financial items and taxes. Total property revenue The sum of rental revenue and other property revenue. Dividend ratio Share of profits after tax paid as dividend. PANDOX ANNUAL REPORT 2002 Annual General Meeting Welcome to the Pandox Annual General Meeting in Stockholm 25 March 2003. Time and place The Annual General Meeting will be held at 17:00 hrs on Tuesday 25 March 2003 at Hilton Stockholm Slussen, Auditoriet, Guldgränd 8, Stockholm. Notification Shareholders who wish to participate in the business of the Meeting: must be recorded in the share register maintained by VPC AB (Swedish Securities Register Centre) no later than Friday 14 March 2003 must give notice of intention to attend no later than 12:00 noon Tuesday 18 March 2003 - by mail to Pandox AB, P.O. Box 5364, SE-102 49 Stockholm - by telephone +46 8 506 205 50 - by e-mail pandox@pandox.se When giving notice of intention to participate in the Annual General Meeting, the shareholders must specify his/her name, personal identification number, telephone number and number of shares held. To be eligible to vote at the Meeting, shareholders whose shares are registered in the name of a trustee must temporarily reregister their shares in the VPC register. Shareholders must advise
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HARVEY NASH GROUP PLC ANNUAL REPORT 2008 HARVEY NASH GROUP PLC ANNUAL REPORT & ACCOUNTS 2008 / CONTENTS 4 At a Glance 5 Highlights 6 2007 CEO Award Winners 7 Meet the Executive Council 8 Our Global Offices 10 Chairman`s Statement 12 Operational Review 14 Financial Review 18 Client Watch 26 Directors, Secretary and Advisers 28 Directors' Report 31 Corporate Governance 35 Remuneration Report 40 Statement of Directors' Responsibilities 41 Independent Auditors' Report to the Shareholders of Harvey Nash Group plc 43 Consolidated Income Statement 43 Consolidated Statement of Recognised Income and Expense 44 Consolidated Balance Sheet 45 Consolidated Cash Flow Statement 46 Notes to the Consolidated Financial Statements 74 Financial Statements for the Parent Company Under UK GAAP HARVEY NASH GROUP PLC / ANNUAL REPORT & ACCOUNTS 2008 At a Glance Harvey Nash, the Global Professional Recruitment and Outsourcing consultancy, is committed to delivering the very best talent and business solutions to a broad base of international clients. With over 3,500 professionals worldwide, the Group is a trusted adviser to many of the world's leading businesses, governments and institutions. We operate from 35 offices covering the USA, Europe and Asia. Our talented people pursue the highest levels of integrity and quality in providing Harvey Nash's unique portfolio of services. Executive Leadership Services Executive Search and Strategic Leadership Consulting We support multinational organisations and smaller niche companies to attract, recruit and retain outstanding executives and senior management talent through a specialist search approach and strategic leadership consultancy services. The business has a broad-based capability in all key sectors. Interim Management Through our market-leading Interim Management consultancy `Impact Executives', we provide our clients with highly experienced executives across a broad range of sectors and functions. Professional Recruitment IT Recruitment Our market-leading IT recruitment business provides clients with highly skilled IT specialists for contract and permanent roles, and the very best executive talent for board level and senior IT appointments. By combining the power of the Harvey Nash brand with our industry and technical expertise, we provide clients with a high quality recruitment service. Finance Recruitment We provide qualified, talented finance professionals on a flexible and permanent basis. Our recruiters use their experience and the collective Harvey Nash industry knowledge to help find the very best candidates for our clients. Outsourcing Offshore Software Services We provide application development, third party software maintenance
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operate from 35 offices covering the USA, Europe and Asia. Our talented people pursue the highest levels of integrity and quality in providing Harvey Nash's unique portfolio of services. Executive Leadership Services Executive Search and Strategic Leadership Consulting We support multinational organisations and smaller niche companies to attract, recruit and retain outstanding executives and senior management talent through a specialist search approach and strategic leadership consultancy services. The business has a broad-based capability in all key sectors. Interim Management Through our market-leading Interim Management consultancy `Impact Executives', we provide our clients with highly experienced executives across a broad range of sectors and functions. Professional Recruitment IT Recruitment Our market-leading IT recruitment business provides clients with highly skilled IT specialists for contract and permanent roles, and the very best executive talent for board level and senior IT appointments. By combining the power of the Harvey Nash brand with our industry and technical expertise, we provide clients with a high quality recruitment service. Finance Recruitment We provide qualified, talented finance professionals on a flexible and permanent basis. Our recruiters use their experience and the collective Harvey Nash industry knowledge to help find the very best candidates for our clients. Outsourcing Offshore Software Services We provide application development, third party software maintenance and outsourced software services to our clients across the world. Through our software development centre in Vietnam, we deliver a unique blend of high-value offshore and onshore services. IT Systems Management Our competency centre provides professional management of mainframe platforms, including performance evaluation, data migration, system changes and support services. Workforce Risk Management Our risk management consultants provide expert legal, financial and administrative consultancy in the area of flexible labour and professional skilled migrants. Managed Services We take responsibility for the full management of critical IT infrastructure functions, such as data centre operations, help desk services and network administration. Highlights Revenue £318.6m £251.7m £202.3m £163.4m 2008 £130.9m 2007 2006 2005 2004 Operating Profit £8.5m £6.7m £4.1m £5.1m £2.0m 2008 2007 2006 2005 2004 · Excellent growth in UK and Europe · Record demand for Offshore Services · US profitable and Atlanta based acquisition ahead of budget · Geographic footprint expanded into Sweden and
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and outsourced software services to our clients across the world. Through our software development centre in Vietnam, we deliver a unique blend of high-value offshore and onshore services. IT Systems Management Our competency centre provides professional management of mainframe platforms, including performance evaluation, data migration, system changes and support services. Workforce Risk Management Our risk management consultants provide expert legal, financial and administrative consultancy in the area of flexible labour and professional skilled migrants. Managed Services We take responsibility for the full management of critical IT infrastructure functions, such as data centre operations, help desk services and network administration. Highlights Revenue £318.6m £251.7m £202.3m £163.4m 2008 £130.9m 2007 2006 2005 2004 Operating Profit £8.5m £6.7m £4.1m £5.1m £2.0m 2008 2007 2006 2005 2004 · Excellent growth in UK and Europe · Record demand for Offshore Services · US profitable and Atlanta based acquisition ahead of budget · Geographic footprint expanded into Sweden and Ireland HARVEY NASH GROUP PLC ANNUAL REPORT & ACCOUNTS 2008 / Revenue 27% 31 January 2008 £318.6m 31 January 2007 £251.7m Operating Profit 26% 31 January 2008 £8.5m 31 January 2007 £6.7m Profit Before Tax 31% 31 January 2008 £7.6m 31 January 2007 £5.8m Operating Cash Flow 26% 31 January 2008 £9.5m 31 January 2007 £7.5m HARVEY NASH GROUP PLC / ANNUAL REPORT & ACCOUNTS 2008 2007 CEO Award Winners Success at the corporate level is entirely dependent on success at both the individual and team level; because of this Harvey Nash believes in rewarding its talented people and recognising outstanding achievement. Through the annual award scheme, the CEO of Harvey Nash recognises innovation, outstanding sales achievement and high performance in delivery. Everyone at Harvey Nash is eligible to win, regardless of their role or responsibilities in the Group. The 2007 winners are: Katherine White Katherine is recognised for her outstanding success in assuming responsibility for the 2007 year-end audit
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Ireland HARVEY NASH GROUP PLC ANNUAL REPORT & ACCOUNTS 2008 / Revenue 27% 31 January 2008 £318.6m 31 January 2007 £251.7m Operating Profit 26% 31 January 2008 £8.5m 31 January 2007 £6.7m Profit Before Tax 31% 31 January 2008 £7.6m 31 January 2007 £5.8m Operating Cash Flow 26% 31 January 2008 £9.5m 31 January 2007 £7.5m HARVEY NASH GROUP PLC / ANNUAL REPORT & ACCOUNTS 2008 2007 CEO Award Winners Success at the corporate level is entirely dependent on success at both the individual and team level; because of this Harvey Nash believes in rewarding its talented people and recognising outstanding achievement. Through the annual award scheme, the CEO of Harvey Nash recognises innovation, outstanding sales achievement and high performance in delivery. Everyone at Harvey Nash is eligible to win, regardless of their role or responsibilities in the Group. The 2007 winners are: Katherine White Katherine is recognised for her outstanding success in assuming responsibility for the 2007 year-end audit and the production of our Annual Accounts. As Group Financial Controller based in London, Katherine has managed her responsibilities while also covering the maternity leave of a senior colleague, which required a huge amount of extra effort, regularly working late into the evenings and at weekends. John Durkey As a member of the Harvey Nash Executive Search team in the USA, John has demonstrated real professionalism, excellence in delivery and outstanding revenue performance since joining the Boston office. As an individual performer John achieved 190% of his target within the first 12 months, and his altruistic approach has contributed significant further value to the Group as a result of his global cross-selling ability. Philip Pousset Philip is recognised for his excellence in delivery and the exceptional performance of his contractor business in Belgium. Since 2004, Philip has built a strong base of 60 IT contractors on client assignment, making him one of the most successful consultants in the Group. His long-term relationship driven approach with clients like Honda and Volvo has had wide reaching benefits for both his clients and candidates. HARVEY NASH GROUP PLC ANNUAL REPORT & ACCOUNTS 2008 / Meet the Executive Council The Executive Council is the senior operational management team for the business. Unlike the
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(973) 646 2100 Fax: +1 (973) 696 3980 California 225 Bush Street, Suite 1840 San Francisco, CA 94104, USA Tel: +1 (415) 901 0910 Fax: +1 (415) 901 0920 Connecticut 1 Corporate Drive, Suite 522, Shelton, CT 06484, USA Tel: +1 (203) 225 0544 Fax: +1 (203) 225 0560/0561 Illinois 1700 Park Street, Suite 212, Naperville, IL 60563, USA Tel: +1 (630) 369 9300 Fax: +1 (630) 369 7698 Colorado Trinity Place, 1801 Broadway, Suite 1000, Denver, CO 80202, USA Tel: +1 (303) 299 9090 Fax:+1 (303) 296 8855 New York 50 Broad Street, Suite 1020, New York, NY 10004, USA Tel: +1 (212) 481 1317 Fax: +1 (212) 481 1319 Washington 2505 2nd Avenue, Suite 705, Seattle, WA 98121, USA Tel: +1 (206) 956 9200 Fax: +1 (206) 956 0474 Massachusetts 92 Montvale Avenue, Suite 3675, Stoneham, MA 02180, USA Tel: +1 (781) 928 9161 Fax: +1 (781) 928 9180 Georgia 10 Glenlake Parkway South Tower, Suite 150 Atlanta, GA 30328, USA Tel: +1 (678) 990 3640 Fax: +1 (678) 990 3654 ASIA PACIFIC Vietnam Hanoi, Unit 702, 7th Floor, HITC Building, 239 Xuan Thuy Road, Cau Giay District, Hanoi, Vietnam Tel: +84 (0)4 834 2050 Fax: +84 (0)4 833 3834 Ho Chi Minh City, e.town, 364 Cong Hoa Street, Tan Binh District, Ho Chi Minh City, Vietnam Tel: +84 (0)8 810 6200 Fax: +84 (0)8 810 6201 Harvey Nash Group plc 13 Bruton Street, London W1J 6QA Telephone: +44 (0)20 7333 0033 www.harveynash.com
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va Rue du Prince 9 ­ 11, 1204 Geneva, Switzerland Tel. +41 (0) 22 319 35 55 Fax +41 (0) 22 319 35 50 Luxembourg 6 rue Adolphe L-1116 Luxembourg Tel : +35 (0) 226 30 651 Stockholm WorldTradeCenter, Kungsbron 1, Box 843, 101 36 Stockholm, Sweden Tel: +46 (0) 8 796 17 00 Fax: +46 (0) 8 796 17 99 Gothenburg Södra Larmgatan 20, 411 16 Göteborg, Sweden Tel: +46 (0) 31 60 42 90 Fax: +46 (0) 31 60 42 99 Malmö Kärleksgatan 2A, 211 45 Malmö, Sweden Tel: +46 (0) 40 35 48 70 Fax: +46 (0) 40 611 29 80 Copenhagen Business Center, Havnegade 39 1058 Copenhagen K, Denmark Tel: +45 77 99 32 60 USA New Jersey U.S. Corporate Headquarters, 1680 Route 23 North, Suite 300, Wayne, NJ 07470, USA Tel: +1 (973) 646 2100 Fax: +1 (973) 696 3980 California 225 Bush Street, Suite 1840 San Francisco, CA 94104, USA Tel: +1 (415) 901 0910 Fax: +1 (415) 901 0920 Connecticut 1 Corporate Drive, Suite 522, Shelton, CT 06484, USA Tel: +1 (203) 225 0544 Fax: +1 (203) 225 0560/0561 Illinois 1700 Park Street, Suite 212, Naperville, IL 60563, USA Tel: +1 (630) 369 9300 Fax: +1 (630) 369 7698 Colorado Trinity Place, 1801 Broadway, Suite 1000, Denver, CO 80202, USA Tel: +1 (303) 299 9090 Fax:+1 (303) 296 8855 New York 50 Broad Street, Suite 1020, New York, NY 10004, USA Tel: +1 (212) 481 1317 Fax: +1 (212) 481 1319 Washington 2505 2nd Avenue, Suite 705, Seattle, WA 98121, USA Tel: +1 (206) 956 9200
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ANNUAL FINANCIAL REPORT for the year from January 1st to December 31st 2011 According to article 4, Law 3556/2007 Annual Financial Report 1/1 ­ 31/12/2011 TABLE OF CONTENTS ) STATEMENTS BY THE REPRESENTATIVES OF THE BOARD OF DIRECTORS ACCORDING TO ARTICLE 4, PAR. 2, LAW 3556/2007........................................................................................................................................................................... 3 ) ANNUAL REPORT OF THE BOARD OF DIRECTORS............................................................................................................ 4 C) INDEPENDENT AUDITOR'S REPORT............................................................................................................................... 23 D) ANNUAL FINANCIAL STATEMENTS FOR THE YEAR 1/1 ­ 31/12/2011............................................................................ 24 Statement of financial Position.......................................................................................................................................24 Income Statement............................................................................................................................................................25 Statement of Comprehensive Income..............................................................................................................................26 Statement of Cash Flows..................................................................................................................................................27 Statement of Changes in Equity.......................................................................................................................................28 Explanatiry Notes.............................................................................................................................................................30 ) INFORMATION UNDER ARTICLE 10, LAW 3401/2005..................................................................................................... 68 F) FIGURES AND INFORMATION FOR THE YEAR 1/1 - 31/12/2011.................................................................................... 69 2 Annual Financial Report 1/1 ­ 31/12/2011 ) STATEMENTS BY THE REPRESENTATIVES OF THE BOARD OF DIRECTORS ACCORDING TO ARTICLE 4, PAR. 2, LAW 3556/2007 The members of the Board of Directors: 1) Nikolaos Lykos, President of the Board of Directors 2) Panagiotis Spyropoulos, Managing Director 3) Ilias Karantzalis, Member of the Board of Directors in the above capacity, especially assigned by the Board of Directors of the Société Anonyme under the title «INFORM P. LYKOS S..», declare and certify that to the best of our knowledge: (a) the annual, separate and consolidated, financial statements for the year 1/1/2011-31/12/2011, which were prepared according to the International Financial Reporting Standards, present truly and fairly the assets and liabilities, the equity and the financial results of «INFORM P. LYKOS S..», as well as of the consolidated companies as a total. (b) the annual management report of the Board of Directors presents in a true and fair view the development, the performance and the financial position of
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Annual Financial Report 1/1 ­ 31/12/2011 ) STATEMENTS BY THE REPRESENTATIVES OF THE BOARD OF DIRECTORS ACCORDING TO ARTICLE 4, PAR. 2, LAW 3556/2007 The members of the Board of Directors: 1) Nikolaos Lykos, President of the Board of Directors 2) Panagiotis Spyropoulos, Managing Director 3) Ilias Karantzalis, Member of the Board of Directors in the above capacity, especially assigned by the Board of Directors of the Société Anonyme under the title «INFORM P. LYKOS S..», declare and certify that to the best of our knowledge: (a) the annual, separate and consolidated, financial statements for the year 1/1/2011-31/12/2011, which were prepared according to the International Financial Reporting Standards, present truly and fairly the assets and liabilities, the equity and the financial results of «INFORM P. LYKOS S..», as well as of the consolidated companies as a total. (b) the annual management report of the Board of Directors presents in a true and fair view the development, the performance and the financial position of «INFORM P. LYKOS S..», as well as the companies consolidated as a total, including the description of the main risks and uncertainties they face. President of the Board of Directors Koropi Attica, March 28, 2012 The designees Managing Director Member of the Board of Directors Nikolaos Lykos I.D. No B 241783 Panagiotis Spyropoulos I.D. No 579288 Elias Karantzalis I.D. No K 358862 3 Annual Financial Report 1/1 ­ 31/12/2011 ) ANNUAL REPORT OF THE BOARD OF DIRECTORS BOARD OF DIRECTORS MANAGEMENT REPORT TO THE GENERAL MEETING OF SHAREHOLDERS AND CORPORATE GOVERNANCE STATEMENT Dear Shareholders, The Board of Directors of INFORM P. LYKOS S.. hereby presents its Report on the Annual Separate and Consolidated Financial Statements for the year ended as at December 31st, 2011. The Separate and Consolidated Financial Statements have been prepared according to the International Financial Reporting Standards. . PRESENT
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«INFORM P. LYKOS S..», as well as the companies consolidated as a total, including the description of the main risks and uncertainties they face. President of the Board of Directors Koropi Attica, March 28, 2012 The designees Managing Director Member of the Board of Directors Nikolaos Lykos I.D. No B 241783 Panagiotis Spyropoulos I.D. No 579288 Elias Karantzalis I.D. No K 358862 3 Annual Financial Report 1/1 ­ 31/12/2011 ) ANNUAL REPORT OF THE BOARD OF DIRECTORS BOARD OF DIRECTORS MANAGEMENT REPORT TO THE GENERAL MEETING OF SHAREHOLDERS AND CORPORATE GOVERNANCE STATEMENT Dear Shareholders, The Board of Directors of INFORM P. LYKOS S.. hereby presents its Report on the Annual Separate and Consolidated Financial Statements for the year ended as at December 31st, 2011. The Separate and Consolidated Financial Statements have been prepared according to the International Financial Reporting Standards. . PRESENTATION OF THE MOST SIGNIFICANT EVENTS WITHIN THE YEAR 2011 The year 2011 has been another challenging year for the Group. Stagnation of Greek market, resulting from the austerity measures and unstable economic environment in the Romania market have adversely affected the performance of both - the parent company and its subsidiary, operating in Romania. In contrast, counterbalancing the negative performance in Greece and Romania, the positive performance of Austria Card balanced the loss of the first two companies, resulting in maintaining marginal profitability of the Group, despite the unfavorable economic environment. In order to offset the above, the Group Management designed and implemented the major plan regarding reorganization of all its companies operations so that the Group could adapt the sizes of its operating expenses to the current market conditions. The cost of the aforementioned plan implementation stood at 3,5 million, equally burdening the income statement of 2011. The significant reduction in operating costs, achieved under this plan, makes the Group particularly competitive in these difficult economic times, giving it the opportunity to increase its market share in markets where it operates, providing high level of products and services at competitive prices. Furthermore, within 2011, the Group focused on improving cash flows, achieving 10,8 million free cash flows from operating activities. The Management
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ATION OF THE MOST SIGNIFICANT EVENTS WITHIN THE YEAR 2011 The year 2011 has been another challenging year for the Group. Stagnation of Greek market, resulting from the austerity measures and unstable economic environment in the Romania market have adversely affected the performance of both - the parent company and its subsidiary, operating in Romania. In contrast, counterbalancing the negative performance in Greece and Romania, the positive performance of Austria Card balanced the loss of the first two companies, resulting in maintaining marginal profitability of the Group, despite the unfavorable economic environment. In order to offset the above, the Group Management designed and implemented the major plan regarding reorganization of all its companies operations so that the Group could adapt the sizes of its operating expenses to the current market conditions. The cost of the aforementioned plan implementation stood at 3,5 million, equally burdening the income statement of 2011. The significant reduction in operating costs, achieved under this plan, makes the Group particularly competitive in these difficult economic times, giving it the opportunity to increase its market share in markets where it operates, providing high level of products and services at competitive prices. Furthermore, within 2011, the Group focused on improving cash flows, achieving 10,8 million free cash flows from operating activities. The Management focus on this aspect provides the Group with investment opportunities, both regarding new technologies and new markets, thus enhancing its prospects and contributing to further strengthening its position in Central and Eastern Europe. In June 2011, nform P. Lykos S.A. acquired 15% of the share capital of the already owned subsidiary Austria Card. The percentage was held by Central Bank of Austria. The transaction took place under an agreement to exercise the right of buying and selling, which was established during the acquisition of 85% of the share capital of that company in 2007. The valuation of the company was conducted by the firm KPMG, which was appointed by both parties. The value of the company was measured at the same level as that, valued at the acquisition of 85% in 2007. The total price for the acquisition of 15% of the shares amounted to 9,9 million. After this transaction, Inform Lykos now owns 100% of the share capital of Austria Card, which holds a leading position in sales and personalization of banking cards in the broader Central and Eastern Europe, thus ensuring the Group's strong position in these markets. Finally, in December 2011, Inform P. Lykos S.A. announced the sale of its participation of 30% in each of
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.856.258) 0 0 (1.265.013) 690.184 0 626.518 0 0 51.689 0 0 (578.700) 32.843 92.179 780.855 1.700.000 0 2.027.177 0 5.375.000 (3.493.662) (3.000.000) 0 (508.023) (1.626.685) (1.376.842) 2.650.457 1.273.615 0 3.625.000 (3.723.662) (2.120.000) 0 (1.496.366) (3.715.028) (4.544.109) 7.194.566 2.650.457 PRESIDENTOF THE B.o.D NIKOLAOS LYKOS I.D..n.To 241783 MANAGINGDIRECTOR OROPI ATTIKI,S,28ARCH28, 22001122 FINANCIAL DIRECTOR PANAGIOTIS SPYROPOULOS I.D..n.To 557799228888 ALEXANDRA ADAM I.D...nTo.. AE 111188002255.. REG. No. 2.7.53. 2-CLASS27532 ACCOUNTINGMANAGER ANASTASIOS TATOS I.D...nTo.. 224400667799 .. REG. No. 9.6.57. - CLASS 9657 69 Annual Financial Report 1/1 ­ 31/12/2011 PRESIDENT OF THE BoD Koropi Attica March 28th, 2012 MANAGING DIRECTOR NIKOLAOS LYKOS ID No 241783 PANAGIOTIS SPYROPOULOS ID No 579288 FINANCIAL DIRECTOR ALEXANDRA ADAM ID No 118025 Registr. No of E.C. CLASS 27532 ACCOUNTING MANAGER ANASTASIOS TATOS ID No 240679 Registr. No of E.C. CLASS 9657 70
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.639.234) (11.405.203) 24.320.569 12.915.366 0 11.964.341 (20.773.119) 0 (174.291) (2.440.991) (11.424.060) 2.155.538 22.165.031 24.320.569 THE COMPA NY 1/131/12/2011 1/131/12/2010 (4.624.523) (3.301.272) 1.897.707 (41.936) (73.711) 2.538.515 159.768 (501.502) (438.695) 991.748 837.652 744.938 (155.086) 4.335.097 (117.797) (955.420) (619.230) 198.154 (1.037.309) 927.430 (2.262.588) (761.091) (200.799) (2.856.258) 0 0 (1.265.013) 690.184 0 626.518 0 0 51.689 0 0 (578.700) 32.843 92.179 780.855 1.700.000 0 2.027.177 0 5.375.000 (3.493.662) (3.000.000) 0 (508.023) (1.626.685) (1.376.842) 2.650.457 1.273.615 0 3.625.000 (3.723.662) (2.120.000) 0 (1.496.366) (3.715.028) (4.544.109) 7.194.566 2.650.457 PRESIDENTOF THE B.o.D NIKOLAOS LYKOS I.D..n.To 241783 MANAGINGDIRECTOR OROPI ATTIKI,S,28ARCH28, 22001122 FINANCIAL DIRECTOR PANAGIOTIS SPYR
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ANNUAL REPORT 2003 LUCIA BOARD OF DIRECTORS' REPORT ON ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2003 Société Anonyme with capital of 57,330,871 Euros PARIS Commercial and Companies Register No. B 784 605 503 (85 B 013 08) SIRET (Company ID) No. 784 605 503 000 92 APE (Business Activity Code)701 B 6, rue Christophe Colomb ­ 75008 PARIS Tel. 01 56 62 31 00 ­ Fax 01 56 62 31 01 http://www.lucia-oli par.com ­ email: lucia@lucia-sa.com CONTENTS Board of Directors 4 Chairman's Address 5 Joint Ordinary and Extraordinary Meeting 6 Board of Directors' Report 7 Events occurring since the close of 2003 15 Outlook 16 Presentation of results for the year 17 Annual evaluation of assets 19 General Information 20 Special Report of the Chairman of the Board 21 Resolutions submitted to the Ordinary and Extraordinary General Meeting 26 Consolidated Accounts as at 31st December 2003 37 Auditors' Report on the Consolidated Accounts 54 Company Balance Sheet as at 31st December 2003 57 Auditor's General Report 71 Auditors' Special Report 73 LUCIA ANNUAL REPORT 2003 3 BOARD OF DIRECTORS Sébastien BAZIN Philippe LENGLET Philippe LEDOUX Serge PLATONOW Philippe RAYS Alain AUBERT STATUTORY AUDITORS KPMG AUDIT SA PRESTIGE INTERNATIONAL AUDIT SA Thierry KARCHER Alain BOUCHET Chairman Director Director Director Director Company Secretary Principal Principal Deputy Deputy 4 LUCIA ANNUAL REPORT 2003 CHAIRMAN'S ADDRESS Ladies and Gentlemen, In accordance with our address of last year, we have devoted the essential part of our activities, apart from the lease then sale of the Adria Tower, to the development of the Danton
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21 Resolutions submitted to the Ordinary and Extraordinary General Meeting 26 Consolidated Accounts as at 31st December 2003 37 Auditors' Report on the Consolidated Accounts 54 Company Balance Sheet as at 31st December 2003 57 Auditor's General Report 71 Auditors' Special Report 73 LUCIA ANNUAL REPORT 2003 3 BOARD OF DIRECTORS Sébastien BAZIN Philippe LENGLET Philippe LEDOUX Serge PLATONOW Philippe RAYS Alain AUBERT STATUTORY AUDITORS KPMG AUDIT SA PRESTIGE INTERNATIONAL AUDIT SA Thierry KARCHER Alain BOUCHET Chairman Director Director Director Director Company Secretary Principal Principal Deputy Deputy 4 LUCIA ANNUAL REPORT 2003 CHAIRMAN'S ADDRESS Ladies and Gentlemen, In accordance with our address of last year, we have devoted the essential part of our activities, apart from the lease then sale of the Adria Tower, to the development of the Danton Quarter operation. As you are aware, this is a complex and long-term operation. Some of the stages we have already accomplished include: Favourable initial judgements in the third party appeals against the planning permissions secured, Considerable work on finalising our plans to develop Zac Danton (development area), seeking out the best technologies to be used and negotiating with the various administrative authorities and contractors, All this to make it possible to commence building as soon as the administrative and legal problems have been resolved. The main stages still to be achieved, which are necessary to the decision to launch the construction of the T1 Tower are, the judgement on the appeals against planning permission, obtaining the necessary financing and an in-depth study of the rental market in La Défense. We are convinced that, in a property investment market which is still particularly attractive and active, we should achieve all this between now and the end of the year. The outcome of all this should enable LUCIA shares to continue rising in the market. Finally, we note that, despite a still difficult economic climate affecting hotel and leisure activities, our holiday village leasing sector which is showing the strain of this situation, has stood up well over all.
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Quarter operation. As you are aware, this is a complex and long-term operation. Some of the stages we have already accomplished include: Favourable initial judgements in the third party appeals against the planning permissions secured, Considerable work on finalising our plans to develop Zac Danton (development area), seeking out the best technologies to be used and negotiating with the various administrative authorities and contractors, All this to make it possible to commence building as soon as the administrative and legal problems have been resolved. The main stages still to be achieved, which are necessary to the decision to launch the construction of the T1 Tower are, the judgement on the appeals against planning permission, obtaining the necessary financing and an in-depth study of the rental market in La Défense. We are convinced that, in a property investment market which is still particularly attractive and active, we should achieve all this between now and the end of the year. The outcome of all this should enable LUCIA shares to continue rising in the market. Finally, we note that, despite a still difficult economic climate affecting hotel and leisure activities, our holiday village leasing sector which is showing the strain of this situation, has stood up well over all. The Club Méditerranée, which runs our property assets, has continued work on adapting its concept to the market. We are counting on this making itself felt this year by an increase in our revenue. Finally, the Accor Group's stake in Club Med can only enhance the status of our lessee within the framework of the long term leases concluded with it. Sébastien BAZIN LUCIA ANNUAL REPORT 2003 5 JOINT ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 28TH JUNE 2004 AGENDA ORDINARY GENERAL MEETING Board of Directors' report; Auditors' report on the accounts for the year ended 31/12/03; Auditors' report on the consolidated accounts; Approval of the company and consolidated accounts for the year ended 31/12/03 and discharge of the Directors; Allocation of profits; Auditors' special report on the agreements mentioned in Article L. 225-38 and following of the Commercial Code; approval of those agreements; Share buy-back programme. EXTRAORDINARY GENERAL MEETING Auditors' special report pursuant to
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The Club Méditerranée, which runs our property assets, has continued work on adapting its concept to the market. We are counting on this making itself felt this year by an increase in our revenue. Finally, the Accor Group's stake in Club Med can only enhance the status of our lessee within the framework of the long term leases concluded with it. Sébastien BAZIN LUCIA ANNUAL REPORT 2003 5 JOINT ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 28TH JUNE 2004 AGENDA ORDINARY GENERAL MEETING Board of Directors' report; Auditors' report on the accounts for the year ended 31/12/03; Auditors' report on the consolidated accounts; Approval of the company and consolidated accounts for the year ended 31/12/03 and discharge of the Directors; Allocation of profits; Auditors' special report on the agreements mentioned in Article L. 225-38 and following of the Commercial Code; approval of those agreements; Share buy-back programme. EXTRAORDINARY GENERAL MEETING Auditors' special report pursuant to the provisions of Article L. 225-209 of the Commercial Code and authorisation to reduce the share capital by cancelling purchased shares pursuant to the share buy-back programme; Authorisation to the Board of Directors to increase the share capital by incorporating reserves, profits or share, merger or contribution premiums; Auditors' special report pursuant to the provisions of Article L. 225-129-III of the Commercial Code and authorisation to the Board of Directors to issue securities providing access, immediately or in the future, to the capital while retaining preferential subscription rights. Global limitation of the amount of issues made under Resolutions 6 and 7 of this Meeting and Resolutions 7 and 12 passed by the Joint Ordinary and Extraordinary General Meeting of 21st December 2001; Auditors' special report pursuant to the provisions of Article L. 225-129-VII of the Commercial Code and authorisation for an increase in capital reserved for employees in accordance with the conditions laid down by Article L. 443-5 of the Labour Code with powers to the Board to implement it; Powers to carry out formalities. 6 LUCIA ANNUAL REPORT 2003 BOARD OF DIRECTORS' REPORT Ladies and Gentlemen,
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2004 Prestige International Audit Sophie Duval Partner Benoît Gillet Partner KPMG Audit A department of KPMG S.A. Dominique Gagnard Partner LUCIA ANNUAL REPORT 7 7 COMPANY BALANCE SHEET AUDITORS' REPORTON THE PROPOSED INCREASE IN CAPITAL RESERVED FOR EMPLOYEES JOINT ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 28TH JUNE 2004 (RESOLUTION 9) Ladies and Gentlemen, In our capacity as your company's auditors and pursuant to the mission provided by Article L.225-135 of the Commercial Code, we present to you our report on the proposed increase in capital reserved for employees of your company, of 1,600,000, upon which you are required to make a decision. This increase in capital is subject to your approval pursuant to the provisions of Article L. 225-129 of the Commercial Code and Article L. 443-5 of the Labour Code. On the basis of its report, your Board of Directors proposed that you give it the authority to decide on the terms and conditions of that transaction and proposes that you waive your preferential subscription right. We have carried out our work in accordance with professional standards applicable in France which require that we endeavour to check the methods for determining the issue price. Subject to subsequent examination of the conditions of the proposed increase in capital, we have no comments to make on the methods of determining the issue price given in the Board of Directors' report. As the issue price is not fixed, we cannot express an opinion on the final conditions under which the increase in capital will be effected and consequently on the proposal to waive your preferential subscription rights, the principle of which is however logical in the light of the transaction submitted for your approval. In accordance with Article 155-2 of the Decree of 23rd March 1967, we shall produce a supplementary report when the increase in capital is effected by your Board of Directors. Paris and La Défense, 15th June 2004 Prestige International Audit Sophie Duval Partner Benoît Gillet Partner KPMG Audit A department of KPMG S.A. Dominique Gagnard Partner 78 LUCIA ANNUAL REPORT 2003
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's auditors and pursuant to the mission provided by the Commercial Code and in particular Articles L. 228-92 and L. 228-95, we present to you our report on the proposed issue of securities or subscription warrants in the maximum nominal amount of 4,300,000, upon which transaction you are required to make a decision. On the basis of its report, your Board of Directors proposed that you give it the authority to decide on the terms and conditions of that transaction. We have carried out our work in accordance with professional standards applicable in France which require that we endeavour to check the methods for determining the issue price of the capital securities to be issued. Subject to subsequent examination of the conditions of the proposed increase in capital, we have no comments to make on the methods of determining the issue price given in the Board of Directors' report. As the issue price of the capital securities to be issued is not fixed, we cannot express an opinion on the final conditions under which the issue will be effected. In accordance with Article 155-2 of the Decree of 23rd March 1967, we shall produce a supplementary report when the issue is effected by your Board of Directors. Paris and La Défense, 15th June 2004 Prestige International Audit Sophie Duval Partner Benoît Gillet Partner KPMG Audit A department of KPMG S.A. Dominique Gagnard Partner LUCIA ANNUAL REPORT 7 7 COMPANY BALANCE SHEET AUDITORS' REPORTON THE PROPOSED INCREASE IN CAPITAL RESERVED FOR EMPLOYEES JOINT ORDINARY AND EXTRAORDINARY GENERAL MEETING OF 28TH JUNE 2004 (RESOLUTION 9) Ladies and Gentlemen, In our capacity as your company's auditors and pursuant to the mission provided by Article L.225-135 of the Commercial Code, we present to you our report on the proposed increase in capital reserved for employees of your company, of 1,600,000, upon which you are required to make a decision. This increase in capital is subject to your approval pursuant to the provisions of Article L. 225-129 of the Commercial Code and Article L. 443-5 of the Labour Code. On the basis of its report, your Board of Directors proposed that you give it the authority to decide on the
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annual report 2002 vital services for manufacturing efficiency At a glance Bodycote Heat Treatments PROCESSES: Controlled atmosphere, Electron beam welding, Fluidised bed, Laser and induction heat treatments, Plasma 1998 and carbo nitriding, Salt-bath, Surface and cryogenic treatments, Vacuum and meshbelt brazing services, Vacuum heat treatment. 1999 2000 Bodycote has an unrivalled reputation for total reliability and unmatched expertise in all significant heat treatment processes. International locations, with leading edge fully computerised 2001 heat treatment centres, are complemented by sophisticated metal joining facilities, all with 2002 24/7 availability. 202 216 232 341 306 Sales £ Million Bodycote Hot Isostatic Pressing APPLICATIONS: Alloy steel castings, Bi-metallic materials, Ceramics, Complex PM assemblies, Densal® & Densal®II, Diamond tools, 1998 Diffusion bonding, Glass, HIP brazing, Infra-red windows, Medical implants, Consolidation of powder metal into near net shape components, Novel materials, Powder metal high speed steel/cold work steel, Sputtering targets, 1999 Superalloy castings, Titanium castings, Tungsten carbide. 2000 The Bodycote name is synonymous with world class metallurgical services to industry 2001 guaranteeing high quality, cost effective hot isostatic pressing, which uses very high pressure 2002 inert gas at elevated temperatures in order to eliminate porosity and improve the properties of metal and ceramic materials. 32 Sales £ Million 33 37 32 28 Bodycote Materials Testing SERVICES: Chemical analysis, Civil engineering, Coatings, Contaminated land, Corrosion, Environmental, Fatigue, 1998 Food and household, High temperature, Mechanical, Metallurgical, Microbiology, Non-destructive testing, Non-metallic materials, Pharmaceuticals, Pipeline polymer testing, Positive materials identification and Site services, 1999 Testing of fracture toughness, Automotive engine and Exposure testing. 2000 Materials testing
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metal into near net shape components, Novel materials, Powder metal high speed steel/cold work steel, Sputtering targets, 1999 Superalloy castings, Titanium castings, Tungsten carbide. 2000 The Bodycote name is synonymous with world class metallurgical services to industry 2001 guaranteeing high quality, cost effective hot isostatic pressing, which uses very high pressure 2002 inert gas at elevated temperatures in order to eliminate porosity and improve the properties of metal and ceramic materials. 32 Sales £ Million 33 37 32 28 Bodycote Materials Testing SERVICES: Chemical analysis, Civil engineering, Coatings, Contaminated land, Corrosion, Environmental, Fatigue, 1998 Food and household, High temperature, Mechanical, Metallurgical, Microbiology, Non-destructive testing, Non-metallic materials, Pharmaceuticals, Pipeline polymer testing, Positive materials identification and Site services, 1999 Testing of fracture toughness, Automotive engine and Exposure testing. 2000 Materials testing is a vital activity for many manufacturing industries, providing the means to 2001 control quality, validate products and determine specification compliance. Subcontracting to 2002 Bodycote gives access to state of the art technology with a skilled experienced workforce. 31 39 Sales £ Million 44 52 57 Bodycote Metallurgical Coatings PROCESSES: Anodising, Ceramic coatings, CVD coatings, Delta Tone 9000, Duplex coatings, Diamond-like coatings, 1998 Electroless nickel, Mechanical plating, Organic coatings, Phosphating, Physical vapour deposition (PVD) coatings, Sheraplex, Sherardizing, Zinc electroplating, Delta Protekt, Gold and hard chrome plating, Zinc-iron and 1999 Zinc-cobalt plating. 2000 Bodycote Metallurgical Coatings offers indispensable coatings systems for anti-corrosion, 2001 wear resistance, metal cutting and forming, tribological and decorative applications. Modern 2002 computerised control systems, unparalleled coat
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is a vital activity for many manufacturing industries, providing the means to 2001 control quality, validate products and determine specification compliance. Subcontracting to 2002 Bodycote gives access to state of the art technology with a skilled experienced workforce. 31 39 Sales £ Million 44 52 57 Bodycote Metallurgical Coatings PROCESSES: Anodising, Ceramic coatings, CVD coatings, Delta Tone 9000, Duplex coatings, Diamond-like coatings, 1998 Electroless nickel, Mechanical plating, Organic coatings, Phosphating, Physical vapour deposition (PVD) coatings, Sheraplex, Sherardizing, Zinc electroplating, Delta Protekt, Gold and hard chrome plating, Zinc-iron and 1999 Zinc-cobalt plating. 2000 Bodycote Metallurgical Coatings offers indispensable coatings systems for anti-corrosion, 2001 wear resistance, metal cutting and forming, tribological and decorative applications. Modern 2002 computerised control systems, unparalleled coatings expertise and total quality commitment from a strategic network of coating centres keeps Bodycote at the forefront of technological and market developments. 21 35 Sales £ Million 46 54 49 2002 2001 Turnover Headline Operating Profit 1 Operating Profit £440.1m £479.4m 1998 1999 2000 £49.4m £80.2m 2001 2002 £22.4m £72.1m Headline Profit Before Taxation 1 £38.2m £66.3m 1998 1999 2000 Profit before Taxation £11.2m £55.5m 2001 2002 Headline Earnings Per Share 1,2 10.6p 18.2p Basic Earnings Per Share Dividend Per Share 2.4p 6.1p 1998 14.6p 1999 2000 2001 6.1p 2002 1 Headline Operating profit and profit before taxation are stated before exceptional items and amortisation of goodwill. 2 A reconciliation of headline EPS is given on page 30. 320.0 355
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ings expertise and total quality commitment from a strategic network of coating centres keeps Bodycote at the forefront of technological and market developments. 21 35 Sales £ Million 46 54 49 2002 2001 Turnover Headline Operating Profit 1 Operating Profit £440.1m £479.4m 1998 1999 2000 £49.4m £80.2m 2001 2002 £22.4m £72.1m Headline Profit Before Taxation 1 £38.2m £66.3m 1998 1999 2000 Profit before Taxation £11.2m £55.5m 2001 2002 Headline Earnings Per Share 1,2 10.6p 18.2p Basic Earnings Per Share Dividend Per Share 2.4p 6.1p 1998 14.6p 1999 2000 2001 6.1p 2002 1 Headline Operating profit and profit before taxation are stated before exceptional items and amortisation of goodwill. 2 A reconciliation of headline EPS is given on page 30. 320.0 355.4 Turnover £ Million 371.1 479.4 440.1 21.3 Headline Earnings Per Share 22.5 Pence 22.6 18.2 10.6 4.8 Dividend Per Share Pence 5.5 6.0 6.1 6.1 CONTENTS 1 Financial Highlights 2 Chairman's Statement 3 Chief Executive's Review 8 Finance Director's Report 10 Directors' Report 13 Corporate Governance 14 Board Report on Remuneration 18 Board of Directors and Advisers 19 Independent Auditors' Report 20 Consolidated Profit and Loss Account 21 Balance Sheets 22 Consolidated Cash Flow Statement 23 Consolidated Statement of Total Recognised Gains and Losses 23 Reconciliation of Movements in Group Shareholders' Funds 24 Accounting Policies 26 Notes to the Financial Statements 47 Five Year Summary 48 Principal Subsidiary Undertakings 51 Financial Calendar and Supplementary Information Bodycote annual report 2002 1 Chairman's Statement Introduction It has been a tough year. As reported in November, the encouraging signs mid-year proved to be
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ars, Northern Registrars Limited, Northern House, Woodsome Park, Fenay Bridge, Huddersfield HD8 0LA. Telephone: 01484-600900; Fax: 01484-600911; and email: info@northernregistrars.co.uk - Change of address - Lost share certificates or dividend cheques - Dividend mandates - Amalgamation of holdings Forms for these matters can be downloaded from the registrars' website at www.northernregistrars.co.uk, where shareholders can also check their holdings and details. Shareholder Information Analysis of share register as at 24 February 2003 Holding range: 1 to 999 1,000 to 9,999 10,000 to 99,999 100,000 to 249,999 250,000 to 499,999 500,000 to 999,999 1,000,000 and over Types of shareholders: Directors' interests Major institutional and corporate holdings Other shareholdings Number of shareholders 1,002 1,780 524 77 45 34 61 3,523 % 28.44 50.52 14.87 2.19 1.28 0.97 1.73 100.00 % of shareholders 0.1 6.5 93.4 100.0 Number of Shares 459,515 5,857,161 14,364,457 11,687,849 16,222,221 24,360,471 183,519,210 256,470,884 % 0.18 2.28 5.60 4.56 6.32 9.50 71.56 100.00 % of total shares 0.7 90.4 8.9 100.0 Bodycote annual report 2002 51 BODYCOTE INTERNATIONAL PLC. HULLEY ROAD. MACCLESFIELD. CHESHIRE. SK10 2SG TEL: +44 (0)1625 505300. FAX: +44 (0)1625 505313. EMAIL: info@bodycote.co.uk. ONLINE: www.bodycote.com Designed and produced by ID. www.interactivedimension.com Printed by County Offset Bodycote International plc annual report 2002 www.bodycote.com
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France St. Dizier France Anti-corrosion processing including sherardizing, mechanical plating, zinc electroplating, organic and metal finishing, vacuum and ceramic coating and physical vapour deposition. Property and General *Thomas Cook & Son Insurance Brokers Limited (75% owned) Burnley Insurance broking, industrial and commercial risk management, independent financial advisers. England Bodycote Property Holdings Inc. Bodycote MAS Redevelopment Corporation Managers of the Group's property interests. Mississauga ON St Louis MO Canada USA Except where stated, these companies are wholly owned subsidiaries and have only one class of issued shares. Subsidiaries marked with an asterisk* are held directly by Bodycote International plc. 50 Bodycote annual report 2002 Financial Calendar Annual general meeting Final dividend for 2002 Interim results for 2003 Interim dividend for 2003 Results for 2003 28 May 2003 1 July 2003 August 2003 January 2004 March 2004 Shareholder Enquiries Enquiries on the following administrative matters can be addressed to the Company's registrars, Northern Registrars Limited, Northern House, Woodsome Park, Fenay Bridge, Huddersfield HD8 0LA. Telephone: 01484-600900; Fax: 01484-600911; and email: info@northernregistrars.co.uk - Change of address - Lost share certificates or dividend cheques - Dividend mandates - Amalgamation of holdings Forms for these matters can be downloaded from the registrars' website at www.northernregistrars.co.uk, where shareholders can also check their holdings and details. Shareholder Information Analysis of share register as at 24 February 2003 Holding range: 1 to 999 1,000 to 9,999 10,000 to 99,999 100,000 to 249,999 250,000 to 499,999 500,000 to 999,999 1,000,000 and over Types of shareholders: Directors' interests Major institutional and corporate holdings Other shareholdings Number of shareholders 1,002 1,780 524 77 45 34 61 3,523 % 28.44 50.52 14.87 2.19 1.28 0.97 1.73 100.00
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INSINGER DE BEAUFORT HOLDINGS S.A. ANNUAL REPORT 2006 31 DECEMBER 2006 CONTENTS Directors and Professional Advisors 2 Senior Executives 3 Salient Features 4 Chairman's Report 5 Report of the Executive 6 Directors' Approval 14 Auditor's Report 15 Five-Year Summary 16 Financial Statements Group Profit and Loss Account 18 Group Balance Sheet 19 Consolidated Statement of Changes in Equity 20 Group Statement of Cash Flows 24 Company Profit and Loss Account 26 Company Balance Sheet 27 Company Statement of Changes in Equity 28 Company Statement of Cash Flows 29 Notes to financial statements 31 Other information List of significant investments 69 Insinger de Beaufort Offices 70 DIRECTORS AND PROFESSIONAL ADVISORS INSINGER DE BEAUFORT HOLDINGS S.A. Board of Directors Kardol, Bas Chairman Kantor, Ian Chief Executive Officer Sieradzki, Peter chief Operating Officer Mooij, Rob chief Financial Officer, appointed 22 May 2006 Georgola, Steven (Non-Executive) Ernzer, Marcel (Non-Executive), appointed 22 May 2006 Legal advisors Luxembourg Elvinger, Hoss and Prussen Maitland & Co Registered office and number Insinger de Beaufort Holdings S.A. 66 Avenue Victor Hugo L-1750 Luxembourg R.C.S. Luxembourg B49429 2 Insinger de Beaufort Annual Report 31 December 2006 SENIOR EXECUTIVES MANAGEMENT BOARD PRIVATE BANKING Kantor, Ian (CEO) Human, Kobus (Asset Management) Mooij, Rob (CFO) Peijster, Frans (Private Banking) Sieradzki, Peter (COO) White, Piers (United Kingdom) Group Finance, Operations and Support Baltus, Marc Secretary Staring, Mike Marketing and Communications Bongers, Han Brandsma, Oedo United Kingdom Finance, Operations and Support Howard, David Tokley, Jacqui Europe Beaufort, Rijn
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ol, Bas Chairman Kantor, Ian Chief Executive Officer Sieradzki, Peter chief Operating Officer Mooij, Rob chief Financial Officer, appointed 22 May 2006 Georgola, Steven (Non-Executive) Ernzer, Marcel (Non-Executive), appointed 22 May 2006 Legal advisors Luxembourg Elvinger, Hoss and Prussen Maitland & Co Registered office and number Insinger de Beaufort Holdings S.A. 66 Avenue Victor Hugo L-1750 Luxembourg R.C.S. Luxembourg B49429 2 Insinger de Beaufort Annual Report 31 December 2006 SENIOR EXECUTIVES MANAGEMENT BOARD PRIVATE BANKING Kantor, Ian (CEO) Human, Kobus (Asset Management) Mooij, Rob (CFO) Peijster, Frans (Private Banking) Sieradzki, Peter (COO) White, Piers (United Kingdom) Group Finance, Operations and Support Baltus, Marc Secretary Staring, Mike Marketing and Communications Bongers, Han Brandsma, Oedo United Kingdom Finance, Operations and Support Howard, David Tokley, Jacqui Europe Beaufort, Rijnhard de Beffort, Claude Boot, Jeroen Donotano, Vito Kreder, Robert Kun, Eduard van der Reijns, Loek Schepen, Arjen Snijders, Jeroen Tilman, Frans Vink, Jan de Vismans, Herman Wijburg, Nico United Kingdom Bayer, Elissa Behrens, Debbie Berkowitz, Trevor Marlow, Edward Martin, Frank Mun-Gavin, David Olstead, Simon Schewitz, Kelvan Simon, John INSTITUTIONAL AND CORPORATE PRODUCTS AND SERVICES United Kingdom Bond Broking Blackwell, Andrew Bruell, Nick Jordan, Phil Matthews, Dean Reynolds, Mark Syriopolous, Dionissis Equity and Derivatives Broking Ash, Andy Burton, Martin Coate, Clive Dunnoos, Elie Glassock, Jonathan Green, Robert Peskin, Andrew Shaw, Elliott Stiasny, Collin Corporate Finance/Broking Allen, Jasper Caldwell, Christopher Sahgal, Nandita Ward, Peter Europe Equity Trading Leur, Patrick van Monnik, Frank Scheper, Harry ASSET MANAGEMENT Europe and South Africa Dugmore, Ina
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hard de Beffort, Claude Boot, Jeroen Donotano, Vito Kreder, Robert Kun, Eduard van der Reijns, Loek Schepen, Arjen Snijders, Jeroen Tilman, Frans Vink, Jan de Vismans, Herman Wijburg, Nico United Kingdom Bayer, Elissa Behrens, Debbie Berkowitz, Trevor Marlow, Edward Martin, Frank Mun-Gavin, David Olstead, Simon Schewitz, Kelvan Simon, John INSTITUTIONAL AND CORPORATE PRODUCTS AND SERVICES United Kingdom Bond Broking Blackwell, Andrew Bruell, Nick Jordan, Phil Matthews, Dean Reynolds, Mark Syriopolous, Dionissis Equity and Derivatives Broking Ash, Andy Burton, Martin Coate, Clive Dunnoos, Elie Glassock, Jonathan Green, Robert Peskin, Andrew Shaw, Elliott Stiasny, Collin Corporate Finance/Broking Allen, Jasper Caldwell, Christopher Sahgal, Nandita Ward, Peter Europe Equity Trading Leur, Patrick van Monnik, Frank Scheper, Harry ASSET MANAGEMENT Europe and South Africa Dugmore, Ina Ester, Guy Fitzgerald, Peter Martens, Eelco Williams, David Yeo, Peter Treasury and Credit Speld, Alexander van der Witjes, Sjarrel 3 Insinger de Beaufort Annual Report 31 December 2006 SALIENT FEATURES INSINGER DE BEAUFORT HOLDINGS S.A. CONSOLIDATED Results Operating income (million) Operating profit (million) Profit before tax (million) Net profit (million) Per ordinary share Diluted Earnings (cents) Dividends (cents) Dividend cover Balance sheet Total assets (million) Shareholders' equity (million) Number of ordinary shares of 2.00 each in issue (million) Other Assets under management (excluding fiduciary assets) (billion) Number of staff employed at year-end 2006 000's 89.1 10.9 10.9 7.4 50.2 22.0 2.1 437.4 56.4 12.9 6.3 374 2005 000's 81.9 3.9 8.8 9.1 65.7
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Ester, Guy Fitzgerald, Peter Martens, Eelco Williams, David Yeo, Peter Treasury and Credit Speld, Alexander van der Witjes, Sjarrel 3 Insinger de Beaufort Annual Report 31 December 2006 SALIENT FEATURES INSINGER DE BEAUFORT HOLDINGS S.A. CONSOLIDATED Results Operating income (million) Operating profit (million) Profit before tax (million) Net profit (million) Per ordinary share Diluted Earnings (cents) Dividends (cents) Dividend cover Balance sheet Total assets (million) Shareholders' equity (million) Number of ordinary shares of 2.00 each in issue (million) Other Assets under management (excluding fiduciary assets) (billion) Number of staff employed at year-end 2006 000's 89.1 10.9 10.9 7.4 50.2 22.0 2.1 437.4 56.4 12.9 6.3 374 2005 000's 81.9 3.9 8.8 9.1 65.7 18.0 2.2 407.6 53.0 12.9 5.3 340 Change % 9 180 24 (19) (24) 22 (4) 7 7 0 19 10 4 Insinger de Beaufort Annual Report 31 December 2006 CHAIRMAN'S REPORT Developments In the year 2006 the Group showed good growth. The continued focus on the core financial services businesses Private Banking, Asset Management and Institutional & Corporate products and services remains successful. The results of the Institutional & Corporate products and services unit were negatively influenced by unfavourable market conditions. The assets under management and recurring income continued to grow, which is central to the further development of the business. It is an important indicator of the Group's success in providing quality solutions to its clients. Financial results The Group reports a net profit after tax of 7.4 million for the year 2006 compared to 9.1 for the year 2005. The operating profit for the year 2006 amounted to 10.9 million, compared to 3.9 million for 2005. This growth was in particular attributable to increased revenue from Asset Management and Private Banking. The assets under management amounted to 6
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The Netherlands Eindhoven, The Netherlands Amersfoort, The Netherlands Hoevelaken, The Netherlands Hoevelaken, The Netherlands Non-consolidated indirect Investments Equity Trust Holdings Sàrl Luxembourg, Grand-Duchy of Luxembourg 5) Depository receipts of shares 6) Non consolidated Issued equity held% 100 100 100 100 5 100 100 50 100 100 100 100 100 100 100 50 50 50 50 50 50 50 50 11.2 69 Insinger de Beaufort Annual Report 31 December 2006 INSINGER DE BEAUFORT OFFICES Italy Via dei Due Macelli 48 00187 Roma Italy Tel +39 06 69 00 21 Fax +39 06 69 94 15 58 info@insinger.it Luxembourg 66 avenue Victor Hugo L-1750 Luxembourg Grand Duchy of Luxembourg Tel +352 46 92921 Fax +352 46 929250 infoluxtrust@insinger.com infoluxam@insinger.com Netherlands Herengracht 537 1017 BV Amsterdam P.O. Box 10820 1001 EV Amsterdam The Netherlands Tel +31 (0)20 5215 000 Fax +31 (0)20 5215 009 info@insinger.com Tournooiveld 3 2511 CX Den Haag The Netherlands Tel +31 (0)70 3123 970 Fax +31(0)70 3123 979 info@insinger.com Parklaan 60 5613 BH Eindhoven P.O. Box 365 5600 AJ Eindhoven The Netherlands Tel +31 (0)40 265 5255 Fax +31 (0)40 245 2855 infoehv@insinger.com South Africa 3rd Floor Protea Place Cnr Protea Road & Dreyer Street Claremont 7708 P.O. Box 45034 Claremont 7735 South Africa Tel +27 21 671 69 04 Fax +27 21 671 80 59 or +27 21 671 54 12 United Kingdom 131 Finsbury Pavement London EC2A 1NT United Kingdom Tel +44 (0)20 7190 7000 Fax +44 (0)20 7190 7100 infouk@insinger.com 70 Insinger de Beaufort Annual Report 31 December 2006
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NV Insinger de Beaufort Holding BV Insinger de Beaufort Investments Limited Insinger de Beaufort (Luxembourg) SA Insinger de Beaufort (UK) Limited Insinger de Beaufort Associates B.V. Insinger de Beaufort Investments (S.A.) (Proprietary) limited Amsterdam, The Netherlands Amsterdam, The Netherlands London, United Kingdom Zug, Switzerland Amsterdam, The Netherlands Amsterdam, The Netherlands Tortola, British Virgin Islands Luxembourg, Grand-Duchy of Luxembourg London, United Kingdom Eindhoven, The Netherlands Claremont, South Africa Associates 6 B & S Insinger Beheer B.V. Holland Immo Groep Insinger de Beaufort Beheer B.V. Holland Immo Groep Insinger de Beaufort V B.V. Holland Immo Groep Insinger de Beaufort VI B.V Holland Immo Groep X / Woningfonds B.V. Germany Residential Fund Management B.V. Bouwfonds Germany Residential Fund BV II Bouwfonds Germany Residential Fund BV III Laren, The Netherlands Eindhoven, The Netherlands Eindhoven, The Netherlands Eindhoven, The Netherlands Eindhoven, The Netherlands Amersfoort, The Netherlands Hoevelaken, The Netherlands Hoevelaken, The Netherlands Non-consolidated indirect Investments Equity Trust Holdings Sàrl Luxembourg, Grand-Duchy of Luxembourg 5) Depository receipts of shares 6) Non consolidated Issued equity held% 100 100 100 100 5 100 100 50 100 100 100 100 100 100 100 50 50 50 50 50 50 50 50 11.2 69 Insinger de Beaufort Annual Report 31 December 2006 INSINGER DE BEAUFORT OFFICES Italy Via dei Due Macelli 48 00187 Roma Italy Tel +39 06 69 00 21 Fax +39 06 69 94 15 58 info@insinger.it Luxembourg 66 avenue Victor Hugo L-1750 Luxembourg Grand Duchy of Luxembourg Tel +352 46 92921 Fax +352 46 929250 infoluxtrust@insinger.com infoluxam@insinger.com Netherlands Herengracht 537 1017 BV Amsterdam P.O. Box 10820 1001 EV Amsterdam The Netherlands
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2004 Reference Document CONTENTS 2 Chairman's message 4 Management report of the Board of Directors 31 Consolidated financial statements 61 Statutory accounts 83 General information 106 Cross-reference table AAGoT.sp(MnAeIhwianrtnleie.ywcvlFleeoer.irw8ftefspAaot,ftaly.eurebo2crtRrrioc0toectefhoRwrno0gimeetct5uoShlée,aTprlOAFialdtsdhiard.iCnteMeoonii.dsIsconcnÉio.oaenMucFTsiccmdhs.smÉucfa.(oob)vmarBwe.IrecrytnIdherwCSfatsmranéO,eiw(nsto1piaCe4ncnF.rcyaIeoiÉatrFnmosrubTnrafwapeÉeefnnte-naifhBcJtcsulcrehiseIltahesCaaouern)rtn,Assedicbmionrn(feaePteneia.pinoaFrcoypderrrlobeaginsr'bfsAotsun)ceasSvtpecain2oehtenpdon1dbieoeè1+codt-drrbk3a1cret,3eyuioEsntwfom,n1xoteefh9ci4rdetheet22f5hnhian16anoA11tesnc1-9au.1w4eMgfntBo52Ceacd2.IlclFClsiiAoohoac.2fufcwlha6icultrytoetshgomrhrdcaoeorpeeen,nrwbodinsbtyrAtieatiaythe..xschMtsee.cteT)itan.wohFholsdn.leene'iiistnsnbegg Contents 1 CHAIRMAN'S MESSAGE Ladies, Gentlemen, Dear Shareholders, 2004 was a challenging but rewarding year for the Group. Rewarding in the sense that we generated solid results, strengthened our competitive position in many areas and delivered operating margins above 15% for the 11th consecutive year; but challenging is
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Frcoypderrrlobeaginsr'bfsAotsun)ceasSvtpecain2oehtenpdon1dbieoeè1+codt-drrbk3a1cret,3eyuioEsntwfom,n1xoteefh9ci4rdetheet22f5hnhian16anoA11tesnc1-9au.1w4eMgfntBo52Ceacd2.IlclFClsiiAoohoac.2fufcwlha6icultrytoetshgomrhrdcaoeorpeeen,nrwbodinsbtyrAtieatiaythe..xschMtsee.cteT)itan.wohFholsdn.leene'iiistnsnbegg Contents 1 CHAIRMAN'S MESSAGE Ladies, Gentlemen, Dear Shareholders, 2004 was a challenging but rewarding year for the Group. Rewarding in the sense that we generated solid results, strengthened our competitive position in many areas and delivered operating margins above 15% for the 11th consecutive year; but challenging is the sense that competitive pressures have not abated and the currency markets continued to move against us. In past years, I have provided commentary and perspective on the annual operating results, but this year, I've given my BIC® pen to Mario Guevara, named COO of BIC in March 2004, to provide his specific insight into the results. I will focus my commentary on the Group strategy and the future perspective. I want to reinforce my belief that the BIC® brand will continue to grow. In 2004 we implemented several initiatives that leverage the strength of our brand. These initiatives included the following: We took the strategic decision to re-brand our Conté® line under the BIC® Kids brand. We acquired the Stypen fountain pen business ­ a dynamic category in France ­ and quickly launched a refillable school fountain pen under the BIC® brand. We continue to leverage the strength of the BIC® brand in lighters, where new branding initiatives have further differentiated BIC® from counterfeits and low quality competitors. We launched the line of BIC® Select value-added writing instruments ­ an effort to leverage the strong quality perception of our brand in a slightly more upscale segment. We continued to
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the sense that competitive pressures have not abated and the currency markets continued to move against us. In past years, I have provided commentary and perspective on the annual operating results, but this year, I've given my BIC® pen to Mario Guevara, named COO of BIC in March 2004, to provide his specific insight into the results. I will focus my commentary on the Group strategy and the future perspective. I want to reinforce my belief that the BIC® brand will continue to grow. In 2004 we implemented several initiatives that leverage the strength of our brand. These initiatives included the following: We took the strategic decision to re-brand our Conté® line under the BIC® Kids brand. We acquired the Stypen fountain pen business ­ a dynamic category in France ­ and quickly launched a refillable school fountain pen under the BIC® brand. We continue to leverage the strength of the BIC® brand in lighters, where new branding initiatives have further differentiated BIC® from counterfeits and low quality competitors. We launched the line of BIC® Select value-added writing instruments ­ an effort to leverage the strong quality perception of our brand in a slightly more upscale segment. We continued to leverage the BIC® brand in the growing triple blade segment of wet shave, where an ingenious approach in design combined with improved shaving quality has generated solid sales. 2 Chairman's message Geographic expansion is also part of our strategy. In 2004 we completed the acquisition of our distributor in Japan to accelerate growth and to provide a strong base for a profitable future in the Asia region. I look forward to 2005 and beyond with optimism. I am confident that our long-term strategies and a focused management team are building broad-based momentum across our core categories; and our corporate value of Teamwork has resulted in a more agile and involved culture. But the future will not be without challenges. We will continue to be confronted by the currency markets since a majority of our sales and profits are generated in the Americas. Consistent growth in this region is an important element of our long-term strategy, but in the short-term the weak dollar will impact our results. We also face a new environment in shavers, but we are accustomed to competing against large and well-resourced brands in this category. We will face these challenges and are committed to consistent sales growth and growing profits faster than sales. We will also pursue acquisitions
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leverage the BIC® brand in the growing triple blade segment of wet shave, where an ingenious approach in design combined with improved shaving quality has generated solid sales. 2 Chairman's message Geographic expansion is also part of our strategy. In 2004 we completed the acquisition of our distributor in Japan to accelerate growth and to provide a strong base for a profitable future in the Asia region. I look forward to 2005 and beyond with optimism. I am confident that our long-term strategies and a focused management team are building broad-based momentum across our core categories; and our corporate value of Teamwork has resulted in a more agile and involved culture. But the future will not be without challenges. We will continue to be confronted by the currency markets since a majority of our sales and profits are generated in the Americas. Consistent growth in this region is an important element of our long-term strategy, but in the short-term the weak dollar will impact our results. We also face a new environment in shavers, but we are accustomed to competing against large and well-resourced brands in this category. We will face these challenges and are committed to consistent sales growth and growing profits faster than sales. We will also pursue acquisitions to further accelerate growth provided they offer the right strategic fit at a fair value. Alternatively we will continue to reward shareholders as we have done over the past 3 years with 366 million euro in dividends and share repurchases. Finally, I offer my heartfelt thanks to my colleagues around the world for the many contributions they made to the Group's achievements in 2004. As always, we thank our customers and shareholders for their continuing confidence and support. Sincerely, Bruno Bich Chairman & CEO Chairman's message 3 RMAAPNPAOGRETMDENETGRESETPIOORNT DOUF TCHOENSBEOILARD DO'FADDMIRIENCITSOTRASTFIORN 2P0O0U4R L'EXERCICE 2004 Ladies, Gentlemen, Dear Shareholders, In this report, your Board of Directors presents a summary of the Group's activities during the fiscal year 2004 and discusses its prospects for the future. BIC is one of the world leaders in the stationery, lighter and shaver markets. Our products are sold all over the globe, in more than 160 countries. Channels of distribution include stationery stores,
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processes...) 96-97 Sections Annual Report Pages Legal risks (specific regulation, concessions, patents, licenses, significant litigation, exceptional items...) Industrial and environmental risks Insurance and risk coverage 96 96 96-97 Assets and financial position Consolidated financial statements and notes Off-balance sheet commitments Fees paid to Statutory Auditors and members of their networks Pro-forma financial statements Statutory financial statements and notes Half-year financial statements Switching to International Financial Reporting Standards (IFRS) and opening IFRS balance sheet 12 to 78 31-58 56-57 105 (N/A) 61-78 (N/A) 12-16 Corporate government 10 to 104 Composition and functioning of committees of Board of Directors, Management Board and supervisory Board 19-21, 97-98 Composition and functioning of committees 98-99 Internal control 99-102 Chairman's report on the Board of Directors functioning and on the internal control procedures implemented by the Company 10, 96-102 Executive Management (compensation and benefits, stock-options granted and exercised, warrants and equity warrants) 103 Options granted to and exercised by the ten top employees grantees excluding senior executives 104 Regulated transactions 103 Recent developments and outlook 105 Recent developments 105 Outlook 105 106 CAROLE IMBERT INVESTOR RELATIONS DIRECTOR 14, RUE JEANNE D'ASNIÈRES 92611 CLICHY CEDEX ­ FRANCE TEL: 33 (0) 1 45 19 55 28 EMAIL: carole.imbert@bicworld.com LIMITED COMPANY. CAPITAL: EURO 198,151,330.32 DIVIDED INTO 51,872,076 SHARES OF COMMON STOCK, PAR VALUE EURO 3.82 QUOTED ON EUROLIST EURONEXT PARIS ISIN:FR0000120966 MNEMONIC: BB CONTINUOUS QUOTATION 552.008.443 REGISTERED IN NANTERRE, FRANCE 107
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limit for exercising voting rights...) 85-86 Authorized, non-issued capital 86 Potential share capital (N/A) Evolution over the past five years 87 Stock market information Evolution of the share and volume over 18 months 92 Dividends 92-93 Share capital and voting rights Current share ownership structure and voting rights Change in share ownership structure Shareholders' agreements 88 to 89 88 89 89 Group activity 90 to 96 Group structure (parent Company/subsidiary relations, information on subsidiaries) 90-91 Group key figures 93-94 Segment information (category and geography) 94 The issuer's markets and competitive position 93 Investment policy 95-96 Performance indicators (N/A) Analysis of group risks 96 to 97 Risk factors Market risks (liquidity, interest rate, exchange, investments) 96 Risks related to the activity (dependence on suppliers, customers, subcontractors, agreements, manufacturing processes...) 96-97 Sections Annual Report Pages Legal risks (specific regulation, concessions, patents, licenses, significant litigation, exceptional items...) Industrial and environmental risks Insurance and risk coverage 96 96 96-97 Assets and financial position Consolidated financial statements and notes Off-balance sheet commitments Fees paid to Statutory Auditors and members of their networks Pro-forma financial statements Statutory financial statements and notes Half-year financial statements Switching to International Financial Reporting Standards (IFRS) and opening IFRS balance sheet 12 to 78 31-58 56-57 105 (N/A) 61-78 (N/A) 12-16 Corporate government 10 to 104 Composition and functioning of committees of Board of Directors, Management Board and supervisory Board 19-21, 97-98 Composition and functioning of committees 98-99 Internal control 99-102 Chairman's report on the Board of Directors functioning and on the internal control procedures implemented by the Company 10, 96-102 Executive Management (
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Annual report 2006 CONSOLIDATED FINANCIAL STATEMENTS MANAGEMENT REPORT CORPORATE GOVERNANCE MAPFRE S.A.: Accounting data INCOME STATEMENT Total revenues Written and accepted premiums Non-life Life Result of the Non-life business Result of the Life business Result of the Other Business Activities Result before tax Result after tax and minority interests Third party funds managed in Life assurance Figures in million Euros PCEA* 2002 2003 2004 6,945 6,693 7,884 5,647 5,315 6,421 3,357 3,599 4,397 2,290 1,716 2,024 190 239 313 81 104 104 (12) (22) (14) 259 321 403 113 141 183 2004 8,036 6,414 4,429 1,985 335 126 18 480 209 IFRS** 2005 9,049 7,261 5,242 2,019 376 124 49 548 250 2006 9,863 7,900 5,849 2,051 522 157 59 737 330 11,834 14,946 16,048 17,378 19,252 20,105 MANAGEMENT RATIOS Non-life Loss ratio, net of reinsurance Expense ratio, net of reinsurance Combined ratio, net of reinsurance Life Net operating expenses / Reserves (MAPFRE VIDA) Return on equity PCEA* IFRS** 2002 2003 2004 2004 2005 2006 70.5% 30.8% 101.3% 67.8% 28.7% 96.5% 67.0% 27.3% 94.3% 67.6% 27.5% 95.1% 69.5% 28.1
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22) (14) 259 321 403 113 141 183 2004 8,036 6,414 4,429 1,985 335 126 18 480 209 IFRS** 2005 9,049 7,261 5,242 2,019 376 124 49 548 250 2006 9,863 7,900 5,849 2,051 522 157 59 737 330 11,834 14,946 16,048 17,378 19,252 20,105 MANAGEMENT RATIOS Non-life Loss ratio, net of reinsurance Expense ratio, net of reinsurance Combined ratio, net of reinsurance Life Net operating expenses / Reserves (MAPFRE VIDA) Return on equity PCEA* IFRS** 2002 2003 2004 2004 2005 2006 70.5% 30.8% 101.3% 67.8% 28.7% 96.5% 67.0% 27.3% 94.3% 67.6% 27.5% 95.1% 69.5% 28.1% 97.6% 65.0% 30.1% 95.1% 1.2% 1.1% 1.2% 0.9% 0.9% 0.9% 10.1% 13.0% 13.3% 12.5% 12.4% 14.6% BALANCE SHEET REAL ESTATE, INVESTMENTS AND CASH Real estate (including property for own use) Equities and mutual funds Fixed income Other investments Cash 2002 12,658 514 730 9,217 1,672 525 PCEA* 2003 15,686 528 901 11,411 2,343 503 2004 17,283 639 1,063 12,970 1,755 856 2004 19,700 619 1,205 15,748 1,227 901 IFRS** 2005 21,808 723 1,354 17,851 915 965 2006 22,513 882 1,784 18,138 877 833 TECHNICAL RESERVES Unearned premium reserves Life assurance reserves Claims reserves Other reserves and Unit
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% 97.6% 65.0% 30.1% 95.1% 1.2% 1.1% 1.2% 0.9% 0.9% 0.9% 10.1% 13.0% 13.3% 12.5% 12.4% 14.6% BALANCE SHEET REAL ESTATE, INVESTMENTS AND CASH Real estate (including property for own use) Equities and mutual funds Fixed income Other investments Cash 2002 12,658 514 730 9,217 1,672 525 PCEA* 2003 15,686 528 901 11,411 2,343 503 2004 17,283 639 1,063 12,970 1,755 856 2004 19,700 619 1,205 15,748 1,227 901 IFRS** 2005 21,808 723 1,354 17,851 915 965 2006 22,513 882 1,784 18,138 877 833 TECHNICAL RESERVES Unearned premium reserves Life assurance reserves Claims reserves Other reserves and Unit-Linked 12,008 1,185 8,671 1,387 765 15,330 1,501 11,133 1,974 722 16,542 1,808 11,792 2,245 697 17,824 1,804 13,177 2,240 603 20,427 2,285 14,478 3,073 591 21,004 2,575 14,475 3,354 600 EQUITY Shareholders' capital and reserves Minority interests 1,701 1,077 624 1,764 1,088 676 2,403 1,671 732 2,712 1,851 861 3,162 2,184 978 3,412 2,340 1,072 TOTAL ASSETS 15,238 19,074 21,006 23,819 27,421 28,348 Figures in million Euros * PCEA: Spanish Accounting Standards for Insurance Companies("Plan de Contabilidad de Entidades Aseguradoras") ** IFRS: International Financial
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-Linked 12,008 1,185 8,671 1,387 765 15,330 1,501 11,133 1,974 722 16,542 1,808 11,792 2,245 697 17,824 1,804 13,177 2,240 603 20,427 2,285 14,478 3,073 591 21,004 2,575 14,475 3,354 600 EQUITY Shareholders' capital and reserves Minority interests 1,701 1,077 624 1,764 1,088 676 2,403 1,671 732 2,712 1,851 861 3,162 2,184 978 3,412 2,340 1,072 TOTAL ASSETS 15,238 19,074 21,006 23,819 27,421 28,348 Figures in million Euros * PCEA: Spanish Accounting Standards for Insurance Companies("Plan de Contabilidad de Entidades Aseguradoras") ** IFRS: International Financial Reporting Standard MAPFRE S.A.: Accounting data CONSOLIDATED STATEMENT OF CHANGES IN EQUITY BALANCE AS AT 1 JANUARY Results and expenses recognised directly in equity From investments available for sale From translation differences From application of tacit accounting to Life reserves TOTAL Other results for the year Distribution of result of previous year Interim dividend for the year Other changes in equity BALANCE AS AT 31 DECEMBER Figures in million Euros 2005 2,712 352 126 (261) 217 394 (43) (112) (7) 3,161 2006 3,161 (364) (72) 334 (102) 516 (55) (124) 16 3,412 GEOGRAPHICAL BREAKDOWN AND PRESENCE 2002 Number of countries in which the Group is present Total number of employees Spain Other countries Number of branches Spain Other countries Geographical breakdown of premiums Spain Other countries 37 12,376 5,427 6,949 3,230 2,637 593 66% 34% 2003 37 13,868 5,624 8,244 3,529 2,725 8
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Pablo (Castille); Mr. Juan José Bruguera Clavero, Mr. Jesús Loro Carceller, Mr. Xavier Cairo Puigdevall and Mr. Josep Felip Colet (Catalunia); Mr. Luis Antonio Corcobado Llorente and Mr. Jesús Miguel Huertas Muñoz-Quirós (Centre); Mr. Juan Pedro Burdiel Balué, Mr. José Manuel Corral Vázquez and Mr. José Gabriel Barreiro Pérez (Galicia); Mr. César de Santiago Polo (Madrid); Mr. Sixto Jiménez Muniain and Mr. José Ramón Guerra de la Fuente (North) MAPFRE would like to express its gratitude to all the above for their contribution. It also wishes to express its thanks to all directors, managers, employees, delegates, agents and associates, who, through their commitment and success, have made possible the excellent results achieved in 2006. IN MEMORIAM Since the preparation of the previous Annual Accounts, the following employees have passed away: Mr. Jesús López Martín, Mr. Ángel Martín Astiz, Mrs. Ma Dolores Rodríguez Vera, Mrs. Pilar Serrat Benito and Mr. Manuel Cabrera Cruz, Mrs. Doris Andrea López, Mr. César Augusto Liza Cumpa, Mr. José William Pérez Cevallos and Mr. José Adrián Nuila, as well as Mr. Blas Rosales Henríquez, Trustee of FUNDACIÓN MAPFRE GUANARTEME and Mr. Felipe Francisco Umaña, Board member of MAPFRE LA CENTRO AMERICANA. MAPFRE wishes to express in this report its sincere feeling of condolence with their respective families. 240 Design and Layout: Tau Diseño MAPFRE contributes to the preservation of the environment. This report has been printed using environmentally-friendly processes and on ecological and chlorine-free paper. This report contains the Consolidated Management Report and Consolidated Annual Accounts for fiscal year 2006, together with the Auditors' Report of MAPFRE S.A., as well as miscellaneous additional information. The company puts at the disposal of its shareholders and other interested parties the Individual Management Reports and Annual Accounts.
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have ceased as members of the respective Boards of Directors: Mr. Sebastián Homet Duprá (MAPFRE-CAJA MADRID HOLDING and MAPFRE VIDA); Mrs. Carmen Hernando de Larramendi (MAPFRE SEGUROS GENERALES); and Mr. Alfonso Soriano Benítez de Lugo (MAPFRE VIDA). Furthermore, Mr. Alfonso Soriano Benítez de Lugo and Mr. Manuel Jordán 239 Martinón, have retired as Trustees of FUNDACIÓN MAPFRE GUANARTEME, although both will continue to be linked to the latter as Honorary Trustees. In addition, Mr. José Luis Acero Benedicto (MAPFRE CAJA SALUD) no longer represents CAJA MADRID in the companies of the MAPFRE Group. Finally, the following, for various reasons, have ceased as board members of the Regional areas: Mr. Francisco de la Rosa Moreno, Mr. Jacinto Guerrero Zafra and Mr. Antonio Shaw García (Andalusia); Mr. Emilio Eiroa García (Aragon); Mr. Luis Gómez de Pablo (Castille); Mr. Juan José Bruguera Clavero, Mr. Jesús Loro Carceller, Mr. Xavier Cairo Puigdevall and Mr. Josep Felip Colet (Catalunia); Mr. Luis Antonio Corcobado Llorente and Mr. Jesús Miguel Huertas Muñoz-Quirós (Centre); Mr. Juan Pedro Burdiel Balué, Mr. José Manuel Corral Vázquez and Mr. José Gabriel Barreiro Pérez (Galicia); Mr. César de Santiago Polo (Madrid); Mr. Sixto Jiménez Muniain and Mr. José Ramón Guerra de la Fuente (North) MAPFRE would like to express its gratitude to all the above for their contribution. It also wishes to express its thanks to all directors, managers, employees, delegates, agents and associates, who, through their commitment and success, have made possible the excellent results achieved in 2006. IN MEMORIAM Since the preparation of the previous Annual Accounts, the following employees have passed away: Mr. Jesús López Martín, Mr. Ángel Mart
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Annual Report 2003 Contens I Dear shareholders 4 II Key Events of 2003 6 III Report of the Board of Directors on the Business Activities of the Company and the Condition of Its Assets For the Year 2003 8 IV Our Services 12 Broadcasting Division 13 Telecommunications Division 15 Asset Management Division 17 Management Team 18 Company Structure 19 V Information on the Registered Security Issuer 20 A Basic Information on the Issuer 21 B Information on the Activities 24 C Information on the Financial Position of the Registered Security Issuer 28 D Information about Persons Responsible for the Annual Report and Verification of the Financial Statements 31 VI Non-consolidated Financial Statements 32 A Balance Sheet 33 B Profit and Loss Account 36 C Cash Flow Statements 37 VII Notes to the Non-consolidated Financial Statements 40 VIII Auditor`s Report to Statutory Financial Statements 54 IX Report on Relationship between Controlling Legal Entities and Controlled Legal Entities 56 X Consolidated Financial Statements According to IFRS 62 1 Consolidated Balance Sheet 63 2 Consolidated Income Statement 64 4 Consolidated Statement of Cash Flow 65 5 Consolidated Statement of Changes in Equity 66 XI Notes to the Consolidated Financial Statements According to IFRS 68 XII Auditor's Report to IFRS Financial Statements 90 1Connátzeenvskapitoly 3 I Dear shareholders Dear shareholders, For the joint-stock company Ceske radiokomunikace a.s. (hereafter "CRa"), 2003 was yet another important year, for several reasons: Undoubtedly, the most noticeable change has been the outward presentation of the company. In the second half of the year we started using brand-new logos, both for the presentation of CRa and also for the presentation of our telecommunication services branded as Bluetone. This new company image has been publicized through a nationwide advertising campaign in TV and press. Under the Bluetone brand, CRa
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Report on Relationship between Controlling Legal Entities and Controlled Legal Entities 56 X Consolidated Financial Statements According to IFRS 62 1 Consolidated Balance Sheet 63 2 Consolidated Income Statement 64 4 Consolidated Statement of Cash Flow 65 5 Consolidated Statement of Changes in Equity 66 XI Notes to the Consolidated Financial Statements According to IFRS 68 XII Auditor's Report to IFRS Financial Statements 90 1Connátzeenvskapitoly 3 I Dear shareholders Dear shareholders, For the joint-stock company Ceske radiokomunikace a.s. (hereafter "CRa"), 2003 was yet another important year, for several reasons: Undoubtedly, the most noticeable change has been the outward presentation of the company. In the second half of the year we started using brand-new logos, both for the presentation of CRa and also for the presentation of our telecommunication services branded as Bluetone. This new company image has been publicized through a nationwide advertising campaign in TV and press. Under the Bluetone brand, CRa launched a series of telecommunication services for end customers. A complete portfolio of voice, data and internet services has been supported by extensive marketing activities. Today, the Bluetone brand is a symbol of the most advanced technologies, for example, wireless broadband connection to the Internet ­ Bluetone Angel is now available to more than one third of the Czech population. Our customers can now benefit from not only the new CRa web site, but also the new Bluetone web site and Call Centrum free telephone line 800 400 200. In the area of broadcasting services our company has been intensively preparing for the transition to digital television and radio broadcasting. In cooperation with Czech Radio, CRa has accomplished the experimental DRM broadcasting on medium-waves and put into operation the digital distribution for TV Prima to 17 key transmitters. At the end of 2003, our company launched the operation of the first terrestrial nation-wide digital distribution for a network of FM transmitters for broadcasting stations Evropa 2, Frekvence 1 and Radio Impuls. Thanks to the effort of all employees, our company succeeded in achieving a positive economic result. Let me express my thanks to all of them. I believe we will build upon this success in the year 2004. Mi
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launched a series of telecommunication services for end customers. A complete portfolio of voice, data and internet services has been supported by extensive marketing activities. Today, the Bluetone brand is a symbol of the most advanced technologies, for example, wireless broadband connection to the Internet ­ Bluetone Angel is now available to more than one third of the Czech population. Our customers can now benefit from not only the new CRa web site, but also the new Bluetone web site and Call Centrum free telephone line 800 400 200. In the area of broadcasting services our company has been intensively preparing for the transition to digital television and radio broadcasting. In cooperation with Czech Radio, CRa has accomplished the experimental DRM broadcasting on medium-waves and put into operation the digital distribution for TV Prima to 17 key transmitters. At the end of 2003, our company launched the operation of the first terrestrial nation-wide digital distribution for a network of FM transmitters for broadcasting stations Evropa 2, Frekvence 1 and Radio Impuls. Thanks to the effort of all employees, our company succeeded in achieving a positive economic result. Let me express my thanks to all of them. I believe we will build upon this success in the year 2004. Miroslav Curin Chairman of the Board of Directors and Managing Director 1I Dneáazrevshkaarpeihtolyders 5 II Key Events of 2003 New services The company entered the voice services market in the Czech Republic with it's portfolio of "Bluetone Voice" services thereby completing CRa's evolution into a full service telecommunication operator providing wholesale and retail voice, data and internet services. Due to the implementation of number portability (NP), customers do not notice any changes if they decide to switch to the traditionally reliable services of CRa. CRa provides voice services throughout the Czech Republic via both direct and indirect connection (carrier selection and carrier pre-selection). The Company has rolled-out numerous wireless networks for broadband Internet connection with complementary voice services. Since August, CRa has been largely utilizing the 3.5 GHz frequency band (guaranteed) to provide high quality voice and broadband Internet services in Plzen, Brno, Ostrava, Prague, Ceske Budejovice, Pardubice, Liberec and Olomouc under the Bluetone Angel brand and in Mlada Boleslav and Zdar nad Saz
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roslav Curin Chairman of the Board of Directors and Managing Director 1I Dneáazrevshkaarpeihtolyders 5 II Key Events of 2003 New services The company entered the voice services market in the Czech Republic with it's portfolio of "Bluetone Voice" services thereby completing CRa's evolution into a full service telecommunication operator providing wholesale and retail voice, data and internet services. Due to the implementation of number portability (NP), customers do not notice any changes if they decide to switch to the traditionally reliable services of CRa. CRa provides voice services throughout the Czech Republic via both direct and indirect connection (carrier selection and carrier pre-selection). The Company has rolled-out numerous wireless networks for broadband Internet connection with complementary voice services. Since August, CRa has been largely utilizing the 3.5 GHz frequency band (guaranteed) to provide high quality voice and broadband Internet services in Plzen, Brno, Ostrava, Prague, Ceske Budejovice, Pardubice, Liberec and Olomouc under the Bluetone Angel brand and in Mlada Boleslav and Zdar nad Sazavou under the Bluetone Combi brand. In January 2004 the Bluetone Angel service was extended to other localities including Hradec Kralove, Jihlava, Karlovy Vary, Usti nad Labem and Zlin. Currently, more than one third of the Czech population have access to these new services. In the areas that are not yet covered by CRa's proprietary access network, our customers can choose from the range of our indirect ADSL connections that can be also combined with competitive voice services. New Identity In September, 2003, CRa launched its new corporate image with new logos being created for CRa and our Bluetone brand telecommunications services. The change in identity signifies our transformation into a competitive full service telecommunication operator. The two interlinked logos highlight that our attractively priced and creative telecommunication services are backed by the strength of a stable and technologically superior broadcasting heritage. Extraordinary General Meeting The Board of Directors of CRa convened an EGM on July 22, 2003, pursuant to the request of a minority shareholder, Netla Management Limited. The general meeting discussed an extensive agenda and a full report can be found on the CRa website. Changes in the relationship with subsidiaries
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25 Capital commitments The Company has planned capital expenditures of MCZK 449 for 2004 (MCZK 464 for 2003) and MCZK 501 for 2002). These capital expenditures are expected to be financed from internal sources. 26 Contingent liabilities The Company has no significant contingent liabilities. 27 Related party transactions Transactions with related parties are priced on an arm's length basis. Related party transactions are as follows: (a) T-Mobile Trade receivables Trade payables Services received Services provided 31/12/2003 35 377 2 582 9 531 425 768 31/12/2002 73 051 1 506 11 219 443 089 31/12/2001 33 721 7 993 29 550 507 872 (b) Contactel Trade receivables Long-term payables (Note 11b) Short-term payables Services received Services provided *Only to July 2003 31/12/2003 --- 17 204 -- 25 325* 31/12/2002 3 031 57 726 -- 543 60 013 31/12/2001 13 418 -81 694 99 315 These transactions and balances were eliminated using the proportionate consolidation method at 31 December 2001. As the Company sold its share in Contactel in 2003 the receivables and payables to Contactel are reported as receivables and payables to third parties. (c) Income from associates T-Mobile Contactel (Note 11) Total Year ended 31/12/2003 1 777 356 -- 1 777 356 Year ended 31/12/2002 1 137 093 (319 470) 817 623 Year ended 31/12/2001 995 257 -- 995 257 28 Subsequent events The Company is not aware of any events occurring subsequent to 31 December 2003 which would have a significant impact on the financial statements. 88 XI Notes to theFinancial Statements According to IAS The attached footnotes form an integral part of the Financial Statements Date of authorization for issue: 16 April, 2004 Signature of statutory representative XI Notes to theFinancial Statements According to IAS 89 XII Auditor's report on consolidated financial statements for the year ended 31 December 2003 prepared in accordance with International Financial Reporting Standards
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319 168 (54 756) 22 836 -- -(16 462) 321 876 The sale of the Company's share in Contactel for 1 CZK (refer to note 11 c) does not have a significant impact on these financial statements as the Company had previously created a 100% impairment charge for this investment in 2002 24 Earnings per share Earnings per share are calculated based on the net income for the relevant period divided by the weighted average number of outstanding shares. Year ended 31/12/2003 Year ended 31/12/2002 Year ended 31/12/2001 Number of shares issued 30 900 070 30 900 070 30 882 070 Weighted average number of shares 30 900 070 30 900 070 30 882 070 Net income (adjusted) (TCZK) 1 746 268 47 106 809 420 Net earnings per share (adjusted) 56.51 1.52 26.21 XI Notes to theFinancial Statements According to IAS 87 25 Capital commitments The Company has planned capital expenditures of MCZK 449 for 2004 (MCZK 464 for 2003) and MCZK 501 for 2002). These capital expenditures are expected to be financed from internal sources. 26 Contingent liabilities The Company has no significant contingent liabilities. 27 Related party transactions Transactions with related parties are priced on an arm's length basis. Related party transactions are as follows: (a) T-Mobile Trade receivables Trade payables Services received Services provided 31/12/2003 35 377 2 582 9 531 425 768 31/12/2002 73 051 1 506 11 219 443 089 31/12/2001 33 721 7 993 29 550 507 872 (b) Contactel Trade receivables Long-term payables (Note 11b) Short-term payables Services received Services provided *Only to July 2003 31/12/2003 --- 17 204 -- 25 325* 31/12/2002 3 031 57 726 -- 543 60 013 31/12/2001 13 418 -81 694
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2007 Annual Report SAFILO GROUP S.p.A. Registered office: Piazza Tiziano n. 8 32044 Pieve di Cadore (BL) Share Capital: Euro 71,348,532.00 fully paid-up. Belluno Company's Office and Tax number: 03032950242 Belluno Chamber of Commerce no. 90811 SAFILO AMERICA BRAZIL CANADA LATIN AMERICA USA THE SAFILO UNIVERSE SAFILO EUROPE & R.o.W AUSTRIA BELGIUM DENMARK ESTONIA FINLAND FRANCE GERMANY GREECE INDIA ITALY LATVIA LITHUANIA NETHERLANDS NORWAY PORTUGAL SLOVENIA SOUTH AFRICA SPAIN SWEDEN SWITZERLAND UK MEXICO SAFILO FAR EAST AUSTRALIA CHINA KOREA HONG KONG JAPAN MALAYSIA SINGAPORE PRODUCTION PLANTS LONGARONE MARTIGNACCO ORMOZ PRECENICCO S. MARIA DI SALA R&D DIVISION SALT LAKE CITY SPORT ITALY CANADA USA The Safilo Group has 30 commercial subsidiaries and a network of 170 independent distributors able to reach 130,000 selected sales outlets all over the world. THE HOMES OF STYLE Safilo showrooms can be found in the most prestigious international fashion capitals: New York, London, Paris, Barcelona and Madrid. Two further showrooms were recently opened in New Delhi and Milan. Paris London Milan Barcelona New York New Delhi LEADER IN HIGH-END EYEWEAR The Safilo Group, one of the world's leaders in the high-end accessories sector, manufactures and distributes optical frames and sunglasses for major international fashion designer names. The company also has five brand names of its own: Safilo, Blue Bay, Oxydo, Carrera, Smith. Carrera Smith OUR SHOWCASES The Group owns the following exclusive chains: Solstice in the USA, Loop Vision in Spain, Sunglass Island in Mexico and Just Spectacles in Australia. SAFILO
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S. MARIA DI SALA R&D DIVISION SALT LAKE CITY SPORT ITALY CANADA USA The Safilo Group has 30 commercial subsidiaries and a network of 170 independent distributors able to reach 130,000 selected sales outlets all over the world. THE HOMES OF STYLE Safilo showrooms can be found in the most prestigious international fashion capitals: New York, London, Paris, Barcelona and Madrid. Two further showrooms were recently opened in New Delhi and Milan. Paris London Milan Barcelona New York New Delhi LEADER IN HIGH-END EYEWEAR The Safilo Group, one of the world's leaders in the high-end accessories sector, manufactures and distributes optical frames and sunglasses for major international fashion designer names. The company also has five brand names of its own: Safilo, Blue Bay, Oxydo, Carrera, Smith. Carrera Smith OUR SHOWCASES The Group owns the following exclusive chains: Solstice in the USA, Loop Vision in Spain, Sunglass Island in Mexico and Just Spectacles in Australia. SAFILO VALUES COMMITTED TO DO BETTER Loyalty, quality, respect. These are the values that strengthen all aspects of Safilo life, both inside and outside the company. The Safilo Group has also adopted a Code of Ethics, which brings together the principles of loyalty, integrity, transparency and correctness in behaviour and in conducting relations, both within the company and towards third parties. Summary 9 Chairman's letter to the shareholders 11 Corporate Officers as of December 31st 2007 13 Summary of key consolidated performance indicators Safilo Group - Directors' report on operations and consolidated financial statements as of December 31st, 2007 Directors' report on operations 19 The Group activity 27 Control of the Company and corporate governance 29 The Group structure 31 Safilo in the Stock Exchange and investor relations 33 Information on the operations 35 Group economic results 38 Condensed balance sheet 39 Financial situation 43 Reconciliation of the parent company's shareholders' equity and net profit with the consolidated balances 44 Shares held by Directors and Statutory Auditors and managers with strategic responsibilities 45 Stock option plans 46 Significant events after the year-end and outlook Consolidated financial statements 51 Consolidated balance sheet 53 Consolidated statement of operations 54 Statement of recognised
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VALUES COMMITTED TO DO BETTER Loyalty, quality, respect. These are the values that strengthen all aspects of Safilo life, both inside and outside the company. The Safilo Group has also adopted a Code of Ethics, which brings together the principles of loyalty, integrity, transparency and correctness in behaviour and in conducting relations, both within the company and towards third parties. Summary 9 Chairman's letter to the shareholders 11 Corporate Officers as of December 31st 2007 13 Summary of key consolidated performance indicators Safilo Group - Directors' report on operations and consolidated financial statements as of December 31st, 2007 Directors' report on operations 19 The Group activity 27 Control of the Company and corporate governance 29 The Group structure 31 Safilo in the Stock Exchange and investor relations 33 Information on the operations 35 Group economic results 38 Condensed balance sheet 39 Financial situation 43 Reconciliation of the parent company's shareholders' equity and net profit with the consolidated balances 44 Shares held by Directors and Statutory Auditors and managers with strategic responsibilities 45 Stock option plans 46 Significant events after the year-end and outlook Consolidated financial statements 51 Consolidated balance sheet 53 Consolidated statement of operations 54 Statement of recognised profit and loss 55 Consolidated statement of cash flow 56 Statement of changes in shareholders' equity Notes to the consolidated financial statements 59 1. General information 59 2. Summary of accounting principles adopted 79 3. Risk management 87 4. Notes to the consolidated balance sheet 121 5. Notes to the consolidated statement of operations 133 6. Transactions with related parties 134 7. Contingent liabilities 134 8. Commitments 134 9. Significant events after December 31st, 2007 134 10.Significant non-recurring events 134 11.Transactions resulting from unusual and/or abnormal operations Appendix 135 Information requested by Art. 149-duodecies of the "Regolamento emittenti" issued by Consob 136 Certification of the consolidated financial statements pursuant to Art. 81-Ter of Consob Regulation no. 11971 137 Report of Independent Auditors 7 This report has been translated into English from the original version in Italian. In case of doubt, the original version shall prevail. Sommario 8 Safilo Group Director's report on operations Chairman's letter to the shareholders Dear Shareholders, Once again 2007 ended with an improvement of all the main financial indicators and
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profit and loss 55 Consolidated statement of cash flow 56 Statement of changes in shareholders' equity Notes to the consolidated financial statements 59 1. General information 59 2. Summary of accounting principles adopted 79 3. Risk management 87 4. Notes to the consolidated balance sheet 121 5. Notes to the consolidated statement of operations 133 6. Transactions with related parties 134 7. Contingent liabilities 134 8. Commitments 134 9. Significant events after December 31st, 2007 134 10.Significant non-recurring events 134 11.Transactions resulting from unusual and/or abnormal operations Appendix 135 Information requested by Art. 149-duodecies of the "Regolamento emittenti" issued by Consob 136 Certification of the consolidated financial statements pursuant to Art. 81-Ter of Consob Regulation no. 11971 137 Report of Independent Auditors 7 This report has been translated into English from the original version in Italian. In case of doubt, the original version shall prevail. Sommario 8 Safilo Group Director's report on operations Chairman's letter to the shareholders Dear Shareholders, Once again 2007 ended with an improvement of all the main financial indicators and a positive result of all our strategic brands. It is with great personal satisfaction that I must emphasise how the Group has distinguished itself in all the markets it operates in and how the activities performed during the course of the year have enabled Safilo to consolidate its position in the eyewear market, overcoming the commercial risks associated with the non-renewal of an important licence, flanking clients more closely and confirming our ability to valorise both the licensed brands and our own, valorising the existing collections and, at the same time, successfully presenting new ones (Armani Exchange, Banana Republic, Hugo Boss and Marc by Marc Jacobs). Despite widespread concern about the economy of the more developed countries, 2007 once again saw an increase in sales in all the main world markets and, perhaps even more importantly, of all the main brands of the Group, both its own and those under licence. The consolidated turnover of the financial year 2007 exceeded 1,190 million Euro with an increase of 6.1% compared to the previous financial year (at equal exchange rates the increase would have been approx. 10.2% compared to 2006). The takeover of the Spanish group Loop, at the end of 2006, led to a considerable increase of the retail segment within the Group
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International Financial Reporting Standards adopted by the European Union, as well as with the provisions issued in implementation of art. 9 of Legislative Decree no. 38/2005 and based on their knowledge, fairly and correctly present the financial condition, results of operations and cash flows of the issuer and of the Group companies included in the scope of consolidation. March 28th, 2008 The Chief Executive Officers Claudio Gottardi Massimiliano Tabacchi The manager responsible for preparing the company's financial statements Francesco Tagliapietra 136 REPORT OF INDEPENDENT AUDITORS 137 139 Safilo S.p.A. - Italy Safilo Australia - Sydney Safilo Austria - Linz Safilo Benelux - Bruxelles Safilo do Brasil - São Paulo Safilo Canada - Montreal Safilo Capital - Luxembourg Safilo China - Shenzhen Safilo España - Madrid Safilo Eyewear Industries - Suzhou (China) Safilo Far East - Hong Kong Safilo France - Paris Safilo Germany - Köln Safilo Hellas - Athens Safilo Hong Kong - Hong Kong Safilo India - Mumbai Safilo International BV - Rotterdam (Nederland) Safilo Japan - Tokyo Safilo Korea - Seoul Safilo Latin America - Miami Safilo Malaysia - Kuala Lumpur Safilo Nederland - Utrecht Safilo Nordic - Stockholm Denmark, Sweden, Finland, Norway, Baltic Safilo Portugal - Lisbon Safilo Singapore - Singapore Safilo South Africa - Johannesburg Safilo Switzerland - Basel Safilo U.K. - Harrogate (North Yorkshire) Safilo U.S.A. - New Jersey Carrera Optyl - Ormoz (Slovenia) Lenti - Bergamo (Italy) Navoptik - Madrid (Spain) Optifashion Australia - Sydney Safint BV - Rotterdam (Nederland) Smith Sport Optics - Sun Valley (U.S.A.) Solstice - Delaware (U.S.A.) SAFILO ITALIA Settima Strada, 15 PADOVA 35129 ITALY www.safilo.com www.carrerasport.com www.smithsport.com www.safilo.com
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44 - 120 - 378 1,553 135 Consolidated financial statements Safilo Group S.p.A. Certification of the consolidated financial statements pursuant to art. 81-ter of Consob Regulation no. 11971 of may 14th, 1999, as amended The undersigned, Claudio Gottardi and Massimiliano Tabacchi, as Chief Executive Officers, and the undersigned Francesco Tagliapietra, as the manager responsible for preparing SAFILO GROUP S.p.A.'s financial reports, hereby certify, having also taken into consideration the provisions of art. 154-bis, paragraphs 3 and 4, of Italian Legislative Decree no. 58 of February 24th, 1998: · - the adequacy with respect to the company structure and · - the effective application of the administrative and accounting procedures for the preparation of the consolidated financial statements for the 2007 fiscal year. The undersigned also certify that the consolidated financial statements at December 31st, 2007: - correspond to the results documented in the books, accounting and other records; - have been prepared in accordance with International Financial Reporting Standards adopted by the European Union, as well as with the provisions issued in implementation of art. 9 of Legislative Decree no. 38/2005 and based on their knowledge, fairly and correctly present the financial condition, results of operations and cash flows of the issuer and of the Group companies included in the scope of consolidation. March 28th, 2008 The Chief Executive Officers Claudio Gottardi Massimiliano Tabacchi The manager responsible for preparing the company's financial statements Francesco Tagliapietra 136 REPORT OF INDEPENDENT AUDITORS 137 139 Safilo S.p.A. - Italy Safilo Australia - Sydney Safilo Austria - Linz Safilo Benelux - Bruxelles Safilo do Brasil - São Paulo Safilo Canada - Montreal Safilo Capital - Luxembourg Safilo China - Shenzhen Safilo España - Madrid Safilo Eyewear Industries - Suzhou (China) Safilo Far East - Hong Kong Safilo France - Paris Safilo Germany - Köln Safilo Hellas - Athens Safilo Hong Kong - Hong
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ZhongDe Waste Technology AG Annual Report 2010 Clean Technology for the Future Key Financial Highlights in k¤ Operational data Order intake1 Order backlog2 Revenues Gross profit Gross profit margin Cost of sales EBITDA EBITDA margin EBIT EBIT margin Net profit Net profit margin Earnings per share Cash flow data Cash flow from operating activities Cash flow from investing activities Cash flow from financing activities Balance sheet data Total assets Property, plant and equipment Net working capital3 Cash and cash equivalents Long-term liabilities Shareholders' equity Headcount (as at 31 December 2010) 1 Average exchange rate 2010 used for translation 2 Exchange rate as of 31 Dec 2010 used for translation 3 Current Asset ­ Current Liabilities 2010 25,438 157,758 33,396 7,387 22% 26,008 1,449 4% 924 3% -881 -3% -0.07 -24,722 1,989 8,379 168,571 1,584 107,400 106,476 12,749 135,608 405 2009 109,311 151,156 40,199 15,033 37% 25,166 8,379 21% 8,018 20% 5,713 14% 0.44 16,440 -21,231 -4,358 142,178 1,387 108,266 111,899 593 125,094 375 Change % -76.7 4.4 -16.9 -50.9 -40.8 3.3 -82.7 -17 PP -88.5 -17 PP -17 PP - - 18.6 14.2 -0.8 -4.8 > 100.0 8.4 7.9 Company profile As a general contractor of EPC projects, we are responsible for design, procurement, construction, and installation of circulating fluidized bed. As an investor in BOT projects, we also operate the Energy-from-Waste plants, which dispose of solid municipal, industrial (including hazardous), and medical waste. Table of Contents 2ZhongDe at a Glance 3Mission Statement 4ZhongDe's Business Model 9To our Shareholders 10 Letter to our Shareholders 14 Supervisory Board Report 18 Share Performance 21G roup Management Report 22 Market Environment
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8,379 21% 8,018 20% 5,713 14% 0.44 16,440 -21,231 -4,358 142,178 1,387 108,266 111,899 593 125,094 375 Change % -76.7 4.4 -16.9 -50.9 -40.8 3.3 -82.7 -17 PP -88.5 -17 PP -17 PP - - 18.6 14.2 -0.8 -4.8 > 100.0 8.4 7.9 Company profile As a general contractor of EPC projects, we are responsible for design, procurement, construction, and installation of circulating fluidized bed. As an investor in BOT projects, we also operate the Energy-from-Waste plants, which dispose of solid municipal, industrial (including hazardous), and medical waste. Table of Contents 2ZhongDe at a Glance 3Mission Statement 4ZhongDe's Business Model 9To our Shareholders 10 Letter to our Shareholders 14 Supervisory Board Report 18 Share Performance 21G roup Management Report 22 Market Environment 23 Financial Performance 24 Operational Performance 25 Order Status 27 Balance Sheet Overview 27 Financial Position and Cash Flow 28 Summary of the Current Economic Position 28 Human Resources 28 Research & Development 28 Principles and Objectives of Financial Management 29 Corporate Governance Declaration 33 Description of the Main Features of the Internal Control and Risk Management System Relating to the Financial Reporting Process Pursuant to § 315 para. 2 (5) HGB (German Commercial Code) 34 Risk Report 37 Corporate Strategy 38 Management and Control 38 Remuneration Report 39 Statements and Report Pursuant to Sec. 289 para. 4, 315 para. 4 German Commercial Code (Handelsgesetzbuch/HGB) 40 Subsequent Events 41 Outlook 43F inancial Statements 44 Consolidated Balance Sheet 46 Consolidated Statement of Cash Flow 48 Consolidated Statement of Income and Expenses 49 Statement of Comprehensive Income 50 Consolidated Statement of Changes in Equity 51 Notes to the Consolidated Financial Statements 102 Additional Information 102 Glossary 104 Contact Information 104 Imprint Financial Calendar 2 ZhongDe Waste Technology AG Annual Report 2010 ZhongDe at a Glance Shareholder Structure 50.8% 37.8% 8.3% 3.1
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23 Financial Performance 24 Operational Performance 25 Order Status 27 Balance Sheet Overview 27 Financial Position and Cash Flow 28 Summary of the Current Economic Position 28 Human Resources 28 Research & Development 28 Principles and Objectives of Financial Management 29 Corporate Governance Declaration 33 Description of the Main Features of the Internal Control and Risk Management System Relating to the Financial Reporting Process Pursuant to § 315 para. 2 (5) HGB (German Commercial Code) 34 Risk Report 37 Corporate Strategy 38 Management and Control 38 Remuneration Report 39 Statements and Report Pursuant to Sec. 289 para. 4, 315 para. 4 German Commercial Code (Handelsgesetzbuch/HGB) 40 Subsequent Events 41 Outlook 43F inancial Statements 44 Consolidated Balance Sheet 46 Consolidated Statement of Cash Flow 48 Consolidated Statement of Income and Expenses 49 Statement of Comprehensive Income 50 Consolidated Statement of Changes in Equity 51 Notes to the Consolidated Financial Statements 102 Additional Information 102 Glossary 104 Contact Information 104 Imprint Financial Calendar 2 ZhongDe Waste Technology AG Annual Report 2010 ZhongDe at a Glance Shareholder Structure 50.8% 37.8% 8.3% 3.1% Zefeng Chen Free float 9998 Holding Ltd. Own shares (treasury stocRk)e*venues in EUR million Revenues in EUR million * as at 28 April 2011 Orders in EUR 49.5 million 49.5 40.2 33.4 RReevveennu1u0ees sinin¤ 2Em0UiRllimonilli3o0n 40 50 0 EBIT in EUR million 49.5 40.2 21.3 33.4 8.0 10 20 30 40 50 0 0.9 EBIT in5EUR mil1l0ion 15 20 25 0 2008 2009 2010 2008 2009 2010 2008 2009 2010 40.2 2008 33.4 84.5 81.7 10 200920 30 40 51009.3 0 2010 25.4 157.7 EEBBITT
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% Zefeng Chen Free float 9998 Holding Ltd. Own shares (treasury stocRk)e*venues in EUR million Revenues in EUR million * as at 28 April 2011 Orders in EUR 49.5 million 49.5 40.2 33.4 RReevveennu1u0ees sinin¤ 2Em0UiRllimonilli3o0n 40 50 0 EBIT in EUR million 49.5 40.2 21.3 33.4 8.0 10 20 30 40 50 0 0.9 EBIT in5EUR mil1l0ion 15 20 25 0 2008 2009 2010 2008 2009 2010 2008 2009 2010 40.2 2008 33.4 84.5 81.7 10 200920 30 40 51009.3 0 2010 25.4 157.7 EEBBITTininEU¤Rmmilliilolinon Orders in50EUR mill1i0o0n 150 0 0.9 0 2008 8.0 2009 21.3 84.5 81.7 109.3 2010 25.4 5 10 15 50 0 157.7 20 25 100 150 Net profit in EUR million Revenues in EUR million NNeettpprorofiftitinin¤EmURillmionillion 21.3 8.0 49.5 0.9 40.2 5 5.170 15 0 33.4 -0.9 10 20 30 40 0 -N5 et pr0ofit in E5UR milli1o0n 0 EBIT in EUR million 20 50 15 23.1 2008 25 2009 2010 20 25 2008 2009 2010 2008 2009 2010 OrderOsrdine
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incinerator: A kind of upright incinerator made of a fireproof steel vessel with the advantage of a small footprint and wide adaptability. 104 ZhongDe Waste Technology AG Annual Report 2010 Contact Information ZhongDe Waste Technology AG William Jiuhua Wang Executive Director and CFO 5F/L Hezhan Plaza No. 79 Banjing Rd. Haidian District Beijing, PRC: 100089 China (PRC) E-mail: william.jw@zhongdetech.com www.zhongde-ag.com Kirchhoff Consult AG (Financial Communications) Herrengraben 1 20459 Hamburg Germany Phone +49 (0)40 609186 0 Fax +49 (0)40 609186 60 E-mail: ir@zhongde-ag.de www.kirchhoff.de ZhongDe Waste Technology AG Ying Sun Assistant Investor Relations Manager Herriotstr.1, 60528 Frankfurt am Main Germany Phone +49 (0)69 67733 122 Fax +49 (0)69 67733 200 E-mail: ying.sun@zhongde-ag.de Download This Annual Report is available in German and English on our website www.zhongde-ag.de or w w w.zhongde-ag.com. Imprint Published by ZhongDe Waste Technology AG 20355 Hamburg Germany Phone +49 (0)40 37644 745 Fax +49 (0)40 37644 500 www.zhongde-ag.de Design concept and layout Kirchhoff Consult AG, Hamburg www.kirchhoff.de Printed by Druckerei Fritz Kriechbaumer, Munich Financial Calendar 02 May 2011 Annual financial statements 2010 31 May 2011 Interim report on the first quarter of 2011 28 June 2011 Annual General Meeting 31 August 2011 Interim report on the first half of 2011 November 2011 German Equity Forum of Deutsche Börse, Frankfurt/Main 30 November 2011 Interim report on the third quarter of 2011 ZhongDe Waste Technology AG Herriotstr. 1 60528 Frankfurt am Main Germany Phone +49 (0)69 67733 122 Fax +49 (0)69 67733 200 www.zhongde-ag.com
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Protection. Rotary kiln incinerator: Widely used for the industry liquid and solid waste incineration.The kiln body is in the form of a horizontal revolving cylinder and there is double combustion room at the bottom of the kiln. Municipal waste gasification power generation: Combustible gas from organic component gasification of municipal waste is utilised to generate power. MW: 1 MW = 1,000 KW NPC: The National People's Congress. PRC: People's Republic of China. Secondary industry: Manufacturing industry. SEPA: "State Environmental Protection Administration." SKR: Selective catalytic reduction; a process for suppressing dioxin emissions. Sludge incineration technology: Sludge incineration to make treatment harmless, reduced, and recycled. Primary industry: Agricultural industry. Tertiary industry: Service industry and other industries. Pyrolytic incinerator: Waste is pyrolyzed in the state of oxygen deficiency to produce combustible gas. RMB: Chinese currency. Vertical-type municipal waste incinerator automatic controlling system: Automatically controls normal operation for municipal waste incineration system. Vertical incinerator: A kind of upright incinerator made of a fireproof steel vessel with the advantage of a small footprint and wide adaptability. 104 ZhongDe Waste Technology AG Annual Report 2010 Contact Information ZhongDe Waste Technology AG William Jiuhua Wang Executive Director and CFO 5F/L Hezhan Plaza No. 79 Banjing Rd. Haidian District Beijing, PRC: 100089 China (PRC) E-mail: william.jw@zhongdetech.com www.zhongde-ag.com Kirchhoff Consult AG (Financial Communications) Herrengraben 1 20459 Hamburg Germany Phone +49 (0)40 609186 0 Fax +49 (0)40 609186 60 E-mail: ir@zhongde-ag.de www.kirchhoff.de ZhongDe Waste Technology AG Ying Sun Assistant Investor Relations Manager Herriotstr.1, 60528 Frankfurt am Main Germany Phone +49 (0)69 67733 122 Fax +49 (0)69 67733 200 E-mail: ying.sun@zhongde-
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ANNUAL REPORT 2005 The Oberbank at a glance Income Statement (mn) Net interest income Loan loss provisioning Net commission income General administrative expenses Profit for the year before tax Consolidated net profit for the year Balance Sheet (mn) Assets Accounts receivable from customers after risk provisioning Primary funds Of which savings deposits Of which liabilities evidenced by paper incl. subordinated capital Equity Customer funds under management Own funds within the meaning of BWG (mn) Basis for assessment Own funds Of which core capital (Tier 1) Surplus own funds Core capital ratio (%) Total capital ratio (%) Performance (%) Return on equity before tax Return on equity after tax Cost:income ratio Risk-to-earnings ratio (credit risk in per cent of net interest income) Resources Average number of staff (weighted) Branches and representative offices Oberbank stock No. of ordinary no-par shares No. of preference no-par shares High (ordinary/preference share, in ) Low (ordinary/preference share, in ) Close (ordinary/preference share, in ) Market capitalization (mn) Earnings per share (IFRS-compliant, in ) Dividend per share () P/E ratio (ordinary share) P/E ratio (preference share) 2005 2004 +(-) Change 211.5 (51.0) 90.5 (191.5) 79.2 69.2 178.9 (63.3) 83.7 (159.6) 57.2 41.7 18.2% (19.4%) 8.1% 20.0% 38.5% 65.9% 2005 2004 +(-) Change 12,251.6 7,223.8 7,268.4 2,523.3 1,297.3 693.3 11,293.4 6,737.4 6,901.1 2,514.3 1,200.4 581.2 8.5% 7.2% 5.3% 0.4% 8.1% 19.3% 14,456.6 12,961.2 11.5% 2005 2004 +/(-) 8,461.5 7,759.4
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end per share () P/E ratio (ordinary share) P/E ratio (preference share) 2005 2004 +(-) Change 211.5 (51.0) 90.5 (191.5) 79.2 69.2 178.9 (63.3) 83.7 (159.6) 57.2 41.7 18.2% (19.4%) 8.1% 20.0% 38.5% 65.9% 2005 2004 +(-) Change 12,251.6 7,223.8 7,268.4 2,523.3 1,297.3 693.3 11,293.4 6,737.4 6,901.1 2,514.3 1,200.4 581.2 8.5% 7.2% 5.3% 0.4% 8.1% 19.3% 14,456.6 12,961.2 11.5% 2005 2004 +/(-) 8,461.5 7,759.4 9.0% 1,065.4 987.1 7.9% 575.9 528.9 8.9% 387.6 365.3 6.1% 6.81 12.59 6.82 12.72 (0.01) (0.13) 2005 2004 +/(-) 12.42 10.85 59.5 24.1 10.42 7.59 59.1 35.4 2.00 3.26 0.4 (11.3) 2005 2004 +/(-) 1,702 1,631 71 111 106 5 2005 2004 7,320,000 7,320,000 1,000,000 1,000,000 85.40/68.50 80.00/65.50 78.30/63.70 72.80/53.00 85.40/66.70 80.00/64.00
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9.0% 1,065.4 987.1 7.9% 575.9 528.9 8.9% 387.6 365.3 6.1% 6.81 12.59 6.82 12.72 (0.01) (0.13) 2005 2004 +/(-) 12.42 10.85 59.5 24.1 10.42 7.59 59.1 35.4 2.00 3.26 0.4 (11.3) 2005 2004 +/(-) 1,702 1,631 71 111 106 5 2005 2004 7,320,000 7,320,000 1,000,000 1,000,000 85.40/68.50 80.00/65.50 78.30/63.70 72.80/53.00 85.40/66.70 80.00/64.00 691.8 649.6 8.38 5.06 1.40 1.30 10.2 15.8 8.0 12.6 Report on the 2005 Financial Year www.oberbank.at 3 Highlights during 2005 > Profit for the year before tax > Return on equity > Risk-to-earnings ratio > Lending > Primary funds 79.2 million 12.42% 24.1% 7.4 billion 7.3 billion +38.5% +2.0pp (11.3pp) +6.9% +5.3% BAVARIA Prague Plze C Z E C H R E P U B L I C Nuremberg Regensburg Ingolstadt Landshut Augsburg Passau Munich Rosenheim Ceské Budjovice Brno Linz St. Pölten Vienna Bratislava Salzburg AUSTRIA Eisen
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691.8 649.6 8.38 5.06 1.40 1.30 10.2 15.8 8.0 12.6 Report on the 2005 Financial Year www.oberbank.at 3 Highlights during 2005 > Profit for the year before tax > Return on equity > Risk-to-earnings ratio > Lending > Primary funds 79.2 million 12.42% 24.1% 7.4 billion 7.3 billion +38.5% +2.0pp (11.3pp) +6.9% +5.3% BAVARIA Prague Plze C Z E C H R E P U B L I C Nuremberg Regensburg Ingolstadt Landshut Augsburg Passau Munich Rosenheim Ceské Budjovice Brno Linz St. Pölten Vienna Bratislava Salzburg AUSTRIA Eisenstadt SLOVAKIA Budapest HUNGARY The Oberbank launches leasing operations in Hungary and Slovakia. The Oberbank opens branches in Nuremberg, Ingolstadt, Prague, Brno, Plze and Baden. 4 Publication details Proprietor and publisher Phone Fax SWIFT Bank sort code OeNB (Austrian national bank) ID Number DVR (data processing code) FN UID (EU VAT No.) ISIN (Oberbank Ordinary Share) ISIN (Oberbank Preference Share) Internet e-mail Investor Relations Editing Sources (The economic environment) Copy deadline Manufactured by Lithography Production Typesetting and graphic design Photography Photographic assistant Hair, make-up Styling English translation and English typesetting Oberbank AG Hauptplatz 10 ­11 A-4020 Linz Austria +43-732-7802-0 +43-732-785 810 OBKLAT2L 15000 54801 0019020 79063w ATU22852606 AT0000625108 AT0000625132 www.oberbank.
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6 342.5 6,765.4 4,762.2 5,247.5 1,058.3 1,139.2 469.6 6,330.8 4,415.8 4,800.1 1,058.8 1,068.9 431.9 Customer funds under management 14,456.6 12,961.2 8,861.9 7,795.3 10,289.6 9,046.1 Own funds within the meaning of BWG (mn) Basis for assessment Own funds Of which core capital (Tier 1) Surplus own funds 8,461.5 1,065.4 575.9 387.6 7,759.4 987.1 528.9 365.3 3,292.6 335.4 227.5 72.0 3,134.3 322.8 218.9 72.0 4,773.1 555.3 339.8 170.5 4,388.3 554.3 330.5 203.2 Core capital ratio (%) Total capital ratio (%) 6.81 12.59 6.82 12.72 6.91 10.19 6.98 10.30 7.12 11.63 7.53 12.63 Performance (%) Return on equity before tax Return on equity after tax Cost:income ratio Risk-to-earnings ratio (credit risk in per cent of net interest income) 12.42 10.85 59.5 24.1 10.42 7.59 59.1 35.4 9.21 8.15 59.37 20.74 8.29 6.42 59.26 23.92 8.83 7.74 56.70 27.10 8.03 6.47 57.30 27.00 Resources Average number of staff (weighted) Branches and representative offices 1,702 1,631 744 744 820 829 111 106 50 52 37 37 www.oberbank.at
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(18.0) 40.0 78.0 33.5 29.6 80.3 (19.2) 35.9 71.7 27.8 21.5 99.4 (26.9) 40.8 83.1 39.8 34.9 94.6 (25.5) 39.4 76.7 33.7 27.1 Balance-sheet data (mn) Assets Accounts receivable from customers after risk provisioning Primary funds Of which savings deposits Of which liabilities evidenced by paper incl. subordinated capital Equity 12,251.6 7,223.8 7,268.4 2,523.3 1,297.3 693.3 11,293.4 6,737.4 6,901.1 2,514.3 1,200.4 581.2 4,719.0 2,922.0 2,633.7 1,246.8 363.8 385.0 4,564.0 2,776.1 2,524.2 1,186.1 398.6 342.5 6,765.4 4,762.2 5,247.5 1,058.3 1,139.2 469.6 6,330.8 4,415.8 4,800.1 1,058.8 1,068.9 431.9 Customer funds under management 14,456.6 12,961.2 8,861.9 7,795.3 10,289.6 9,046.1 Own funds within the meaning of BWG (mn) Basis for assessment Own funds Of which core capital (Tier 1) Surplus own funds 8,461.5 1,065.4 575.9 387.6 7,759.4 987.1 528.9 365.3 3,292.6 335.4 227.5 72.0 3,134.3 322.8 218.9 72.0 4,773.1 555.3 339.8 170.5 4,388.3 554.3 330.5 203.2 Core capital ratio
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Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 For the year ended 31 December 2010 Invista Real Estate Investment Management manages both commercial and residential property across the UK, Continental Europe and Asia with a total of £5.2 billion assets under management as at 31 December 2010. 01 2010 Statistics 02 Executive Chairman's Statement 04 Business and Finance Review 14 Board of Directors 16 Remuneration Report 25 Corporate Governance Report 32 Risk Environment 35 Directors' Report 36 Statement of Directors' Responsibilities 37 Independent Auditors' Report 38 Consolidated Income Statement 39 Consolidated Statement of Comprehensive Income 40 Consolidated Balance Sheet 41 Consolidated Statement of Changes in Equity 42 Consolidated Cash Flow Statement 43 Company Income Statement 44 Company Statement of Comprehensive Income 45 Company Balance Sheet 46 Company Statement of Changes in Equity 47 Company Cash Flow Statement 48 Notes to the Financial Statements 88 Corporate Information Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 0 2010 Statistics Total revenue £35.8m Profit pre-impact of investments, fair value adjustments and exceptionals £11.4m Dividend per share 0.7p 2010 £m 2009 £m Revenue 35.8 34.4 Profit pre-impact of investments, fair value adjustments ("FVAs") and exceptionals 11.4 10.5 (Loss)/profit before taxation (10.9) 10.0 Profit margin pre-impact of investments, FVAs and exceptionals 32% 31% (Loss)/earnings per share (5.6)p 2.4p Dividend per share 0.7p 2.3p Closing assets under management ("AUM") £5.2bn £5.3bn Change % 4 9 Down 1.6p (2) 0 Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 Executive Chairman's Statement Douglas Ferrans Executive Chairman 2010 was a watershed year for Invista. The Company had a bright start to the year, aided by a more
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share 0.7p 2010 £m 2009 £m Revenue 35.8 34.4 Profit pre-impact of investments, fair value adjustments ("FVAs") and exceptionals 11.4 10.5 (Loss)/profit before taxation (10.9) 10.0 Profit margin pre-impact of investments, FVAs and exceptionals 32% 31% (Loss)/earnings per share (5.6)p 2.4p Dividend per share 0.7p 2.3p Closing assets under management ("AUM") £5.2bn £5.3bn Change % 4 9 Down 1.6p (2) 0 Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 Executive Chairman's Statement Douglas Ferrans Executive Chairman 2010 was a watershed year for Invista. The Company had a bright start to the year, aided by a more favourable, albeit unsteady, economic environment and also by improving sentiment to the real estate sector. Transactional volumes began to pick up within our industry and the trend of positive inflows to our open-ended funds witnessed in the fourth quarter of 2009, continued into 2010 and held throughout the first half. At the interim stage, we were pleased to be able to report continued progress with our core objectives and also, for the first time since the first half of 2007, an increase in assets under management. Unfortunately, the latter part of the year saw a reversal in fortunes for the Invista Group as Lloyds Banking Group, Invista's largest client measured by revenues and assets under management, served us one year's notice of termination under the terms of the fund management agreements we have in place with them. This notice having been received, on 12 October 2010 we advised the market that the Company, having reviewed its strategic options extensively with its advisers, had decided that the best course of action would be to pursue an orderly realisation of value from Invista's assets, including its asset management business, with the proceeds of such realisations to be returned to shareholders in due course. In relation to that strategy we have since made significant strides. To date
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favourable, albeit unsteady, economic environment and also by improving sentiment to the real estate sector. Transactional volumes began to pick up within our industry and the trend of positive inflows to our open-ended funds witnessed in the fourth quarter of 2009, continued into 2010 and held throughout the first half. At the interim stage, we were pleased to be able to report continued progress with our core objectives and also, for the first time since the first half of 2007, an increase in assets under management. Unfortunately, the latter part of the year saw a reversal in fortunes for the Invista Group as Lloyds Banking Group, Invista's largest client measured by revenues and assets under management, served us one year's notice of termination under the terms of the fund management agreements we have in place with them. This notice having been received, on 12 October 2010 we advised the market that the Company, having reviewed its strategic options extensively with its advisers, had decided that the best course of action would be to pursue an orderly realisation of value from Invista's assets, including its asset management business, with the proceeds of such realisations to be returned to shareholders in due course. In relation to that strategy we have since made significant strides. To date, we have sold all of the listed shares we previously owned as part of the Global Property Securities initiative and also sold the small minority stakes held in the two listed trusts to which Invista provides advisory services. Perhaps most importantly, on 4 February 2011, we completed the sale of our entire interest in the Castle residential portfolio. This sale was executed at a substantial discount to book value but having been through a rigorous and exhaustive sales process, the Board felt that to accept the best cash offer on the table was ultimately in the interests of shareholders, given Invista's altered circumstances post 12 October 2010. Following the year end, we announced in January 2011 that Invista was in exclusive talks concerning the potential sale of its asset management business, Invista Real Estate Investment Management Limited, to a buyer consortium led by the two investment trusts, Invista Foundation Property Trust and Invista European Real Estate Trust. However, we were unable ultimately to agree terms that were in the interests of Invista shareholders and consequently we formally announced that the parties had abandoned these discussions on 10 March 2011. In light of the failure of these talks the Invista Board is considering alternative options to maximise value for shareholders including the continued ownership of the asset management business. Invista Real Estate Investment Management Holdings pl
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, we have sold all of the listed shares we previously owned as part of the Global Property Securities initiative and also sold the small minority stakes held in the two listed trusts to which Invista provides advisory services. Perhaps most importantly, on 4 February 2011, we completed the sale of our entire interest in the Castle residential portfolio. This sale was executed at a substantial discount to book value but having been through a rigorous and exhaustive sales process, the Board felt that to accept the best cash offer on the table was ultimately in the interests of shareholders, given Invista's altered circumstances post 12 October 2010. Following the year end, we announced in January 2011 that Invista was in exclusive talks concerning the potential sale of its asset management business, Invista Real Estate Investment Management Limited, to a buyer consortium led by the two investment trusts, Invista Foundation Property Trust and Invista European Real Estate Trust. However, we were unable ultimately to agree terms that were in the interests of Invista shareholders and consequently we formally announced that the parties had abandoned these discussions on 10 March 2011. In light of the failure of these talks the Invista Board is considering alternative options to maximise value for shareholders including the continued ownership of the asset management business. Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 0 As regards the financial outcome of the year just past, this was dominated by the write down of the Castle assets to the sales price ultimately achieved post year end. Detailed commentary on this is set out in the Business Review that follows. Incorporating the consequences of that transaction has meant that a loss before taxation of £10.9 million was recorded during the year. Strategy The Board will continue to implement Invista's stated strategy. Our aim being, as far as possible, to do so in a manner that achieves the best financial outcome for our shareholders. Core to our strategy is the return of realised value to shareholders and we expect a first tranche to be returned to shareholders via a capital reduction by the summer. To implement this, we anticipate issuing a circular to shareholders along with the notice convening the forthcoming Annual General Meeting setting out a number of proposals for shareholders to consider and vote on at the 2011 Annual General Meeting, effecting that capital reduction and other related proposals. Dividend In light of the financial outcome for the year, the Board is not proposing any further dividend in respect of 2010. Board There were no changes in Board composition during 2010. In January 2011
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­ ­ 1,000 438 6,049,437 1,000 438 ­ ­ 6,061,922 The 2010 interim dividend was paid on 3 September 2010. No further dividend payment for 2010 has been proposed. 88 Corporate Information Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 Registered Office Exchequer Court 33 St Mary Axe London EC3A 8AA T: +44 20 7153 9300 F: +44 20 7153 9301 E: info@invistarealestate.com W: www.invistarealestate.com Legal DLA Piper UKLLP 3 Noble Street London EC2V 7EE Nomad Hawkpoint 41 Lothbury London EC2R 7AE Broker Collins Stewart Europe 88 Wood Street London EC2V 7QR Bankers Bank of Scotland The Mound Edinburgh EH1 1YZ Auditors KPMG Audit Plc 15 Canada Square London E14 5GL Registrars Capita Registrars Northern House Woodsome Park Fenay Bridge Huddersfield West Yorkshire HD8 0GA This publication was printed on Challenger Offset, made from FSC certified pulp. It was produced to ISO 14001 Environmental Management System standards and 95% of the waste created during the process was recycled. The materials used included vegetable oil based inks, elemental chlorine free pulp and fibre from FSC (Forest Steward Council) managed forests. The FSC managed forests have been independently inspected and comply with internationally agreed environmental, social and economic standards. Invista Real Estate Investment Management Holdings plc. Registered in England and Wales. Registered number: 05788425. Registered office: Exchequer Court, 33 St Mary Axe, London EC3A 8AA. Invista Real Estate Investment Management Limited. Registered in England and Wales. Registered number: 04459443. Registered office: Exchequer Court, 33 St Mary Axe, London EC3A 8AA. Authorised and regulated by the Financial Services Authority. Invista Real Estate Investment Management (CI) Limited. Registered office: 3rd Floor, NatWest House, Le Truchot, St Peter Port, Guernsey, Channel Islands GY1 1WD. Registered number: 45340. Licensed and regulated by the Guernsey Financial Services Commission. INV-757
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% of called up share capital with a nominal value of £310.14). The value of the vested share awards of £1,381,000 was offset against EBT share purchase and employee share expense provisions previously booked to retained earnings. In the Company the other reserve is used to reflect the value of share awards made to employees of the Company's subsidiary. 30. Dividends The following dividends have been charged direct to retained earnings during the year: Ordinary dividends 2008 final dividend paid of 1.6 pence per ordinary share 2009 interim dividend paid of 0.7 pence per ordinary share 2009 final dividend paid of 1.6 pence per ordinary share 2010 interim dividend paid of 0.7 pence per ordinary share 2010 £ ­ ­ 4,208,312 1,839,687 2009 £ 4,215,457 1,845,027 ­ ­ Preferred ordinary dividends 2008 final dividend paid of 2.0 pence per preferred ordinary share 2009 interim dividend paid of 0.875 pence per preferred ordinary share 2009 final dividend paid of 2.0 pence per preferred ordinary share 2010 interim dividend paid of 0.875 pence per preferred ordinary share Total ­ ­ 1,000 438 6,049,437 1,000 438 ­ ­ 6,061,922 The 2010 interim dividend was paid on 3 September 2010. No further dividend payment for 2010 has been proposed. 88 Corporate Information Invista Real Estate Investment Management Holdings plc Annual Report and Accounts 2010 Registered Office Exchequer Court 33 St Mary Axe London EC3A 8AA T: +44 20 7153 9300 F: +44 20 7153 9301 E: info@invistarealestate.com W: www.invistarealestate.com Legal DLA Piper UKLLP 3 Noble Street London EC2V 7EE Nomad Hawkpoint 41 Lothbury London EC2R 7AE Broker Collins Stewart Europe 88 Wood Street London EC2V 7QR Bankers Bank of Scotland The Mound Edinburgh EH1 1YZ Auditors KPMG Audit Plc 15 Canada Square London E14 5GL Registrars Capita Registrars Northern House Woodsome Park Fenay Bridge Huddersfield West Yorkshire HD8 0GA This publication was
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ANNUAL REPORT 2012 CONTENTS Geox S.p.A. Registered Offices in Italy - Via Feltrina Centro 16, Biadene di Montebelluna (Treviso) Share Capital - Euro 25,920,733.1 fully paid Tax Code and Treviso Companies Register No. 03348440268 2 DIRECTORS' REPORT.......................................................................................................................................5 Consolidated Economic and Financial Highlights............................................................................................6 Profile....................................................................................................................................................................7 Strategy................................................................................................................................................................. 8 Critical success factors........................................................................................................................................9 Research and Development..............................................................................................................................10 The distribution system....................................................................................................................................11 The production system.....................................................................................................................................11 Human Resources..............................................................................................................................................12 Shareholders....................................................................................................................................................... 13 Financial communication............................................................................................................................................... 13 Geox on the Stock Exchange....................................................................................................................................... 13 Control of the Company.............................................................................................................................................. 14 Shares held by directors and statutory auditors.......................................................................................................... 14 Company officers...............................................................................................................................................15 Report on corporate governance and ownership structure.........................................................................16 Group Structure.................................................................................................................................................18 Principal risks and uncertainties to which Geox S.p.A. and the Geox Group are exposed......................19 The Group's economic performance...............................................................................................................20 Economic results summary........................................................................................................................................... 20 Sales.............................................................................................................................................................................. 21 Cost of sales and Gross Profit...................................................................................................................................... 22 Operating expenses and Operating income (EBIT)...................................................................................................... 23 EBITDA......................................................................................................................................................................... 24 Income taxes and tax rate............................................................................................................................................ 24 The Group's financial performance.................................................................................................................24 Treasury shares and equity interests in parent companies..........................................................................27 Stock Option......................................................................................................................................................27 Transactions between Related Parties............................................................................................................29 Outlook for operation and significant subsequent events.............................................................................30 CONSOLIDATED FINANCIAL STATEMENTS AND EXPLANATORY NOTES...................................31 3 4 DIRECTORS' REPORT 5 Consolidated Economic and Financial Highlights Net Sales EBITDA EPS (Earnings per share in Euro) Net Financial Position Equity Net Capital expenditures 2012 2011 2010 (Millions of Euro) 807.6 887.3 850.1 2012 2011 2010 61.6 121.3 132.3 2012 0.04
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and the Geox Group are exposed......................19 The Group's economic performance...............................................................................................................20 Economic results summary........................................................................................................................................... 20 Sales.............................................................................................................................................................................. 21 Cost of sales and Gross Profit...................................................................................................................................... 22 Operating expenses and Operating income (EBIT)...................................................................................................... 23 EBITDA......................................................................................................................................................................... 24 Income taxes and tax rate............................................................................................................................................ 24 The Group's financial performance.................................................................................................................24 Treasury shares and equity interests in parent companies..........................................................................27 Stock Option......................................................................................................................................................27 Transactions between Related Parties............................................................................................................29 Outlook for operation and significant subsequent events.............................................................................30 CONSOLIDATED FINANCIAL STATEMENTS AND EXPLANATORY NOTES...................................31 3 4 DIRECTORS' REPORT 5 Consolidated Economic and Financial Highlights Net Sales EBITDA EPS (Earnings per share in Euro) Net Financial Position Equity Net Capital expenditures 2012 2011 2010 (Millions of Euro) 807.6 887.3 850.1 2012 2011 2010 61.6 121.3 132.3 2012 0.04 2011 0.19 2010 0.22 2012 54.1 2011 90.7 2010 92.1 2012 2011 2010 402.8 446.4 426.3 2012 46.7 2011 33.7 2010 29.7 6 Profile The Geox Group creates, produces, promotes and distributes Geox-brand footwear and apparel, the main feature of which is the use of innovative and technological solutions that can guarantee the ability to breathe and remain waterproof at the same time. The extraordinary success that Geox has achieved is due to the technological characteristics of its shoes and apparel. Thanks to a technology that has been protected by over 60 different patents registered in Italy and extended internationally, "Geox" products ensure technical characteristics that improve foot and body comfort in a way that consumers are able to appreciate immediately. Geox's innovation stems essentially from the creation and development of special outsoles: thanks to a special membrane that is permeable to vapour but impermeable to water, rubber outsoles are able to breathe and leather outsoles remain waterproof. In the apparel sector the
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2011 0.19 2010 0.22 2012 54.1 2011 90.7 2010 92.1 2012 2011 2010 402.8 446.4 426.3 2012 46.7 2011 33.7 2010 29.7 6 Profile The Geox Group creates, produces, promotes and distributes Geox-brand footwear and apparel, the main feature of which is the use of innovative and technological solutions that can guarantee the ability to breathe and remain waterproof at the same time. The extraordinary success that Geox has achieved is due to the technological characteristics of its shoes and apparel. Thanks to a technology that has been protected by over 60 different patents registered in Italy and extended internationally, "Geox" products ensure technical characteristics that improve foot and body comfort in a way that consumers are able to appreciate immediately. Geox's innovation stems essentially from the creation and development of special outsoles: thanks to a special membrane that is permeable to vapour but impermeable to water, rubber outsoles are able to breathe and leather outsoles remain waterproof. In the apparel sector the innovation increases the expulsion of body's internal humidity thanks to hollow spaces and aerators. Geox is market leader in Italy in its own segment and is one of the leading brands world-wide in the "International Lifestyle Casual Footwear Market" (source: Shoe Intelligence, 2012). Apparel 15% Net sales 2012 - 807.6 million Footwear 85% 7 Strategy The main strategy guidelines for Geox's business development are as follows: Consolidation of the leadership position achieved in Italy Geox is market leader in Italy in its own segment and is present throughout the country thanks to a combination of multibrand customers and monobrand "Geox Shops". Geox is determined to consolidate and strengthen its leadership by means of the following strategies: opening new "Geox Shops", mainly in franchising, in high volume city centers and key shopping malls; increasing market share and strengthening the loyalty of multi-brand customers through a greater use of "corner shops" and "shop in shop". International expansion Over 60% of the Group's sales in 2012 were abroad, particularly in markets that are considered strategic, such as Europe, North America and RoW. The Group intends
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innovation increases the expulsion of body's internal humidity thanks to hollow spaces and aerators. Geox is market leader in Italy in its own segment and is one of the leading brands world-wide in the "International Lifestyle Casual Footwear Market" (source: Shoe Intelligence, 2012). Apparel 15% Net sales 2012 - 807.6 million Footwear 85% 7 Strategy The main strategy guidelines for Geox's business development are as follows: Consolidation of the leadership position achieved in Italy Geox is market leader in Italy in its own segment and is present throughout the country thanks to a combination of multibrand customers and monobrand "Geox Shops". Geox is determined to consolidate and strengthen its leadership by means of the following strategies: opening new "Geox Shops", mainly in franchising, in high volume city centers and key shopping malls; increasing market share and strengthening the loyalty of multi-brand customers through a greater use of "corner shops" and "shop in shop". International expansion Over 60% of the Group's sales in 2012 were abroad, particularly in markets that are considered strategic, such as Europe, North America and RoW. The Group intends to strengthen its presence abroad even more by continuing to grow in these countries according to the following lines of strategy: expanding the number of customers served and increasing market share and loyalty among existing customers; opening new Geox Shops in the main city centres and shopping malls; balancing the sales mix by increasing the weight of men's and women's lines compared with the children's line. Product innovation Product innovation is fundamental for the consolidation of Geox's competitive advantage. The Company intends to continue researching, patenting and implementing new solutions which, thanks to the use of special materials, ensure that its products can breathe and remain waterproof at the same time. 8 Critical success factors Geox owes its success to certain strengths which, taken together, distinguish it from the rest of the footwear sector, both in Italy and abroad, namely: Technology Constant focus on the product with the application of innovative and technological solutions developed by Geox and protected by patents. Focus on the consumer Cross-market positioning for products, with a vast range of shoes for men, women and children in the medium to medium/high price range (family brand). Brand recognition Strong recognition of the Geox brand thanks to an effective communication strategy and its identification by the consumer with the "breat
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.000 1.500.000 200.000 1.050.000 495.000.000 100 1 20.100 100.000 12.000.000 10.000.000 220.000 1.000.000 * 6.639 15.000.000 200 1.282 110.000 900.000 35.000 5.000 300.000 56.000.000 ** 5.000.000 26.240.835 3.795.840 - 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 99,00% 100,00% 1,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 1,00% 100,00% 100,00% 100,00% 100,00% 1,00% 99,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 99,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% * Share capital not paid. ** Share non completly paid. ***Company liquidated during the year 2012. 73 Company's data and information for Shareholders Registered office Via Feltrina Centro, 16 31044 Biadene di Montebelluna (TV) Legal data Share Capital: Euro 25,920,733.1 i.v. Economic and Administrative Database no. 265360 Treviso Commercial Register and Taxpayer's Code no. 03348440268 Investor Relations Marina Cargnello marina.cargnello@geox.com tel. +39 0423 282476 Livio Libralesso - CFO Documents for shareholders www.geox.com (investor relations section) 74
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allanches, France New York, Usa Hong Kong, China Signoressa di Trevignano (TV), Italy Moscow, Russian Wien, Austria Warszawa, Poland Lisbon, Portugal Belgrade, Serbia Macau, China Shangai, China Dongguan, China Timisoara, Romania 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 12-31-2012 *** EUR EUR EUR CHF GBP JPY CAD USD EUR EUR CZK HUF EUR BRL EUR EUR USD USD EUR RUB EUR PLN EUR RSD MOP CNY CNY RON 25.920.733 500.000 1.500.000 200.000 1.050.000 495.000.000 100 1 20.100 100.000 12.000.000 10.000.000 220.000 1.000.000 * 6.639 15.000.000 200 1.282 110.000 900.000 35.000 5.000 300.000 56.000.000 ** 5.000.000 26.240.835 3.795.840 - 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 99,00% 100,00% 1,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 1,00% 100,00% 100,00% 100,00% 100,00% 1,00% 99,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 100,00% 99,00% 100,00% 100,00% 100,00%
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MOBOTIX AG Annual Report 1 July 2009 to 30 June 2010 Complete HiRes Video Solutions high-resolution, digital & cost-effective recording English09/2010 The HiRes Video Company MOBOTIX The HiRes Video Company ... Letter To The Shareholders Dear Shareholders, I am pleased to inform you that our revenues this year have again grown robustly by 20% to 54 million. The high export share of 73% and growth of our U.S. subsidiary are proof of the success with our international orientation. Despite the generally difficult economic situation in 2009, earnings after tax of 8.4 million reached a new high. Based on our very positive cash flow, we are proposing a dividend distribution of 1 per share, as we did last year. This growth was made possible by the expansion of new sales regions and by the demand for the new MOBOTIX hemispheric camera technology, which completely monitors an entire room, and thus replaces several standard cameras. In June 2010, we reached a first time milestone of more than 10,000 cameras built and delivered in one month. The transition to a new processor technology was completed and is now being used in all single lens cameras. The dual lens cameras will receive the new technology next. In addition to greater computing power, the advantage of the new platform is that all products, including the new door station, are now equipped with one identical electronic board. This simplifies purchasing logistics, reduces production costs and increases product quality. The new IP-video door station T24, an in-house development, is scheduled for shipment in autumn 2010. MOBOTIX uses its existing hemispheric technology to enter a new, but closely related access-control and door-intercoms market. Accordingly, access-control functions were added. When the door is rung, an encrypted connection is established to a standard VoIP telephone, or PC that basically enables the intercom, and allows the door to be opened from any location in the world. The integration of iPhone and iPad plays a great role in this. I am sure that we will continue with substantial growth in the current fiscal year and that our new products will have a large impact on that after their initial market launches. Our partners and customers are showing enormous interest in our new products. The new production hall will have 6,000 square meters of floor area and be ready for occupancy in March 2011. Thank you for
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. The dual lens cameras will receive the new technology next. In addition to greater computing power, the advantage of the new platform is that all products, including the new door station, are now equipped with one identical electronic board. This simplifies purchasing logistics, reduces production costs and increases product quality. The new IP-video door station T24, an in-house development, is scheduled for shipment in autumn 2010. MOBOTIX uses its existing hemispheric technology to enter a new, but closely related access-control and door-intercoms market. Accordingly, access-control functions were added. When the door is rung, an encrypted connection is established to a standard VoIP telephone, or PC that basically enables the intercom, and allows the door to be opened from any location in the world. The integration of iPhone and iPad plays a great role in this. I am sure that we will continue with substantial growth in the current fiscal year and that our new products will have a large impact on that after their initial market launches. Our partners and customers are showing enormous interest in our new products. The new production hall will have 6,000 square meters of floor area and be ready for occupancy in March 2011. Thank you for placing your trust in us! Dr. Ralf Hinkel · CEO MOBOTIX AG www.mobotix.com Revenue Growth Export Ratio 20% 73% 1 Content MOBOTIX Close Up... Content Letter To The Shareholders 1 MOBOTIX At A Glance 3 Highlights 2009/10 4 Company Profile 5 The MOBOTIX Concept 6 MOBOTIX Cameras In Operation Troughout The Globe 8 The MOBOTIX Technology 10 The MOBOTIX Storage Technology 12 MOBOTIX Shares 14 Report Of The Supervisory Board 18 Corporate Governance Report 22 Joint Declaration Of Compliance On The German Corporate Governance Code 31 Consolidated Management Report 36 Business And Market 36 Results Of Operations, Net Assets And Financial Position 40 Research And Development 44 Employees 44 Changes In
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placing your trust in us! Dr. Ralf Hinkel · CEO MOBOTIX AG www.mobotix.com Revenue Growth Export Ratio 20% 73% 1 Content MOBOTIX Close Up... Content Letter To The Shareholders 1 MOBOTIX At A Glance 3 Highlights 2009/10 4 Company Profile 5 The MOBOTIX Concept 6 MOBOTIX Cameras In Operation Troughout The Globe 8 The MOBOTIX Technology 10 The MOBOTIX Storage Technology 12 MOBOTIX Shares 14 Report Of The Supervisory Board 18 Corporate Governance Report 22 Joint Declaration Of Compliance On The German Corporate Governance Code 31 Consolidated Management Report 36 Business And Market 36 Results Of Operations, Net Assets And Financial Position 40 Research And Development 44 Employees 44 Changes In The Management Board 44 Information Pursuant To Section 315 (4) Of The German Commercial Code (HGB) 46 Opportunities And Risks Of Future Development And Outlook 52 Consolidated Financial Statements 60 Consolidated Income Statement 60 Consolidated Statement of Comprehensive Income (Loss) 60 Consolidated Balance Sheet 61 Consolidated Cash Flow Statement 62 Consolidated Statement Of Changes In Equity 63 Notes To The Consolidated Financial Statements 64 Responsibility Statement 109 Independent Auditors` Report 110 Further Information 112 www.mobotix.com 2 ... Or At A Glance The HiRes Video Company Fiscal Year (July 1 to June 30) 2009/10 2008/09 Financial performance EUR `000s EUR `000s Total Output Revenue Thereof outside of Germany (in %) EBITDA EBITDA as % of total output EBIT EBIT as % of total output Profit before tax Return on
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The Management Board 44 Information Pursuant To Section 315 (4) Of The German Commercial Code (HGB) 46 Opportunities And Risks Of Future Development And Outlook 52 Consolidated Financial Statements 60 Consolidated Income Statement 60 Consolidated Statement of Comprehensive Income (Loss) 60 Consolidated Balance Sheet 61 Consolidated Cash Flow Statement 62 Consolidated Statement Of Changes In Equity 63 Notes To The Consolidated Financial Statements 64 Responsibility Statement 109 Independent Auditors` Report 110 Further Information 112 www.mobotix.com 2 ... Or At A Glance The HiRes Video Company Fiscal Year (July 1 to June 30) 2009/10 2008/09 Financial performance EUR `000s EUR `000s Total Output Revenue Thereof outside of Germany (in %) EBITDA EBITDA as % of total output EBIT EBIT as % of total output Profit before tax Return on revenue in % before tax Profit for the year Cash flow from operating activities 54,774 53,844 73.0 14,057 25.7 12,147 22.2 11,738 21.8 8,361 9,832 46,380 44,898 68.4 12,041 26.0 10,609 22.9 10,461 23.3 7,538 7,564 Financial position June 30, 2010 June 30, 2009 Equity Equity-to-assets ratio in % Total assets Return on equity in % (1) Non-current assets Current assets Thereof cash and cash equivalents 29,283 62.4 46,936 30.6 19,598 27,339 7,312 25,306 61.1 41,402 33.3 17,369 24,034 10,142 Employees Number of employees (Reporting date) Revenue per employee EBIT per employee 250(2) 267(3) 60(3) 204(2) 245(4) 58(4)
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3 Months Report 2010/11 German Equity Forum Fall 2010 6 Months Report 2010/11 9 Months Report 2010/11 Annual General Meeting 2010/2011 September 15, 2010 October 28, 2010 November 22, 2010 November 22, 2010 February 16, 2011 Mai 16, 2011 October 2011 Contact Details Lutz Coelen CFO and CSO Phone: +49 6302 9816-111 Fax: +49 6302 9816-190 E-mail: Lutz.Coelen@mobotix.com Ariane Oltmanns Investor Relations Manager Telefon: +49 6302 9816-111 Fax: +49 6302 9816-190 E-Mail: Ariane.Oltmanns@mobotix.com MOBOTIX AG Investor Relations Kaiserstrasse 67722 Langmeil E-mail: investor@mobotix.com www.mobotix.com 115 Hamburg Hannover Berlin Düsseldorf Germany Leipzig Mainz Kaiserslautern Frankfurt Mannheim Saarbrücken Stuttgart N 23K5öklnm A61 Fra9n9kfkumrtMa7i8nzkm Kreuz Alzey A61 Worms Winnweiler A63 S6a8akrbmrücken Kaiserslautern West Mannheim A6 60 km Kaiserslautern Ost 13 km München MOBOTIX AG Security-Vision-Systems Kaiserstrasse D-67722 Langmeil, Germany Tel.: +49 6302 9816-111 Fax: +49 6302 9816-190 E-Mail: investor@mobotix.com www.mobotix.com ... the HiRes Video Company MOBOTIX AG Security-Vision-Systems Kaiserstrasse D-67722 Langmeil, Germany Tel: +49 6302 9816-0 Fax: +49 6302 9816-190 E-Mail: info@mobotix.com www.mobotix.com
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oriented statements may be recognised from wording such as plan, expect, intend, endeavour, will, estimate, assume, aim at or similar such terms. Statements of this kind have been made on the basis of current circumstances and current expectations and may differ considerably from the actual development both to positive and negative effect. The following factors, amongst others, may give rise to uncertainties: changes to the overall economic situation both nationally and internationally, changes to the underlying political situation, the introduction of new products or technologies by other companies, changes to investment activities in the customer markets important to MOBOTIX AG, changes to exchange rates and interest rates, integration of acquired companies along with other factors. MOBOTIX AG does not accept any obligation over and above existing legal obligations to correct or update future-oriented statements. This is an English translation of the German original. Only the German version is binding. The financial reports from MOBOTIX AG are available as pdf files on the homepage (www.mobotix.com). 114 www.mobotix.com The HiRes Video Company ... Financial Calendar And Contact Financial Calender 2009/10 Annual Report 2009/2010 Annual General Meeting 2009/10, Langmeil 3 Months Report 2010/11 German Equity Forum Fall 2010 6 Months Report 2010/11 9 Months Report 2010/11 Annual General Meeting 2010/2011 September 15, 2010 October 28, 2010 November 22, 2010 November 22, 2010 February 16, 2011 Mai 16, 2011 October 2011 Contact Details Lutz Coelen CFO and CSO Phone: +49 6302 9816-111 Fax: +49 6302 9816-190 E-mail: Lutz.Coelen@mobotix.com Ariane Oltmanns Investor Relations Manager Telefon: +49 6302 9816-111 Fax: +49 6302 9816-190 E-Mail: Ariane.Oltmanns@mobotix.com MOBOTIX AG Investor Relations Kaiserstrasse 67722 Langmeil E-mail: investor@mobotix.com www.mobotix.com 115 Hamburg Hannover Berlin Düsseldorf Germany Leipzig Mainz Kaiserslautern Frankfurt Mannheim Saarbrück
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Rathbone Brothers Plc Report and accounts 2010 Report and accounts online We aim to provide easy and transparent access to shareholder information. As well as the printed annual report and accounts, we have developed an online version which presents a flexible way of accessing the information you need. We hope you find it a valuable addition to our suite of reporting materials and would value any feedback you may have via the link provided on the site. www.rathbonesra2010.com Rathbone Brothers Plc Report and accounts 2010 109 Company financial statements 61 Consolidated financial statements 27 Governance 110 Company statement of comprehensive income 110 Company statement of changes in equity 111 Company statement of financial position 112 Company statement of cash flows 113 Notes to the Company financial statements 131 Five year record 132 Corporate information 132 Our offices 62 Independent auditor's report to the 28 Directors' report members of Rathbone Brothers Plc 32 Corporate governance report 64 Consolidated income statement 38 Remuneration report 65 Consolidated statement of 47 Audit committee report comprehensive income 49 Nomination committee report 65 Consolidated statement of 50 Corporate responsibility report changes in equity 60 Statement of Directors' responsibilities 66 Consolidated statement of financial position in respect of the report and accounts 67 Consolidated statement of cash flows 68 Notes to the consolidated financial statements 1 Review 1 Highlights of the year 2 Chairman's statement 3 Chief Executive's statement 6 Rathbones at a glance 8 Strategy and business performance 11 Business review 24 Directors Rathbone Brothers Plc is a leading independent provider of high-quality, personalised investment and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. As at 31 December 2010, Rathbones managed £15.63 billion of client funds of which £14.59 billion are managed by Rathbone Investment Management. Highlights of the year Operational highlights Rathbones' total funds under management exceed £15 billion for the first time in November 2010. £1.24 billion of net new funds under management gained by Rathbone Investment Management in the year. Funds under management in our offices in Scotland grow by 39.4% from £1.42 billion to £1
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Corporate responsibility report changes in equity 60 Statement of Directors' responsibilities 66 Consolidated statement of financial position in respect of the report and accounts 67 Consolidated statement of cash flows 68 Notes to the consolidated financial statements 1 Review 1 Highlights of the year 2 Chairman's statement 3 Chief Executive's statement 6 Rathbones at a glance 8 Strategy and business performance 11 Business review 24 Directors Rathbone Brothers Plc is a leading independent provider of high-quality, personalised investment and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. As at 31 December 2010, Rathbones managed £15.63 billion of client funds of which £14.59 billion are managed by Rathbone Investment Management. Highlights of the year Operational highlights Rathbones' total funds under management exceed £15 billion for the first time in November 2010. £1.24 billion of net new funds under management gained by Rathbone Investment Management in the year. Funds under management in our offices in Scotland grow by 39.4% from £1.42 billion to £1.98 billion. 17 qualified investment professionals join Rathbones during the year. The first Rathbones Charity Symposium hosted by the charity team is held at the Royal Society. Mark Nicholls joins the Board as Chairman-designate. The five Rathbone Unit Trust Management authorised unit trust funds marketed to IFAs all achieve first quartile performance in 2010. Financial highlights Funds under management +19.3% 2010 2009 £15.63bn £13.10bn Operating income Continuing operations1 +8.9% 2010 2009 £127.2m £116.8m Underlying profit before tax2 Continuing operations1 +18.8% 2010 2009 £38.5m £32.4m Profit before tax Continuing operations1 +2.0% 2010 2009 £30.1m £29.5m Underlying earnings per share2 Continuing operations1 +21.8% 2010 2009 63.76p 52.36p Basic earnings per share +9.2% 2010 2009 49.76p
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