Portfolio of Investment

Over the past years, Yoma Strategic has delivered superior returns on its portfolio of investments to create value for shareholders. The key investments include KOSPA, Seagram MM, Memories Group and Yoma Micro Power.

Kospa

Myanmar’s economic and demographic conditions are expected to drive the demand for logistics facilities. The Group, together with Kokubu Group from Japan, has set up a cold chain logistics business called KOSPA Limited (“KOSPA”) to tap into the demand for logistics facilities. In March 2019, the Group welcomed SF Express as a joint venture partner in KOSPA. SF Express acquires a 25% stake in KOSPA, Yoma Strategic retains its 50% stake in KOSPA and Kokubu holds the remaining 25%.

Yoma Micro Power

Yoma Micro Power is a joint venture between the Group, the International Finance Corporation (“IFC”) and Norfund, the Norwegian state-own investment fund for Developing Countries to build micro-power plants and mini-grids with the purpose of powering off-grid telecommunication towers and villages. As of 2023, about 600 solar hybrid power plants providing renewable energy to telecom towers, off-grid villages and commercial & industrial customers.

Memories Group

Yoma Strategic has a 33.3% shareholding in Memories Group. Memories Group is a tourism company in Myanmar that was listed on the Catalist board of the SGX-ST through a reverse acquisition on 5 January 2018. Memories Group operates an “Integrated Tourism Platform” which synergistically connects all its businesses to provide a seamless, one-of-a-kind experience aimed at creating lasting memories.

Seagram Myanmar

Yoma Strategic’s beverage distribution arm, Access Myanmar Distribution Company Limited (“AMDC”) produces, markets and distributes alcoholic beverages products in Myanmar. AMDC has a wide distribution network covering and owns the second largest domestic whiskey brand, known as High Class Whiskey. In 2018, Yoma Strategic announced its partnership with Pernod Ricard, the world’s second-largest wines and spirits company, for the production and distribution of alcoholic beverages in Myanmar.