Citycon Oyj · OMXHEX:CTY1S

Citycon Oyj — Investor Day (May 2017)

19 slides from Citycon Oyj's investor day presentation, May 2017

  1. Slide 1: Finland – A Small Player in a Big World

    ECONOMIC OVERVIEW MAY 2017 FINLAND –A SMALL PLAYER IN A BIG WORLD Heidi Schauman

  2. Slide 2: Growth has finally picked up

    GROWTH HAS FINALLY P CKED UP 8 6 -2 4 -10 GDP growth, % 44 2+ 0+ 1,4% | 1,4% \ 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Sources: Aktia and Macrobond 2018 Aktia

  3. Slide 3: But the gap to our Nordic peers has grown large

    BUT THE GAP TO OUR NORDIC PEERS HAS GROWN LARGE 3

  4. Slide 4: Confidence at high levels

    CONFIDENCE AT HIGH LEVELS Confidence » es - phi ha ae awn Wy nl es \[" “ —, % 3 ~Y Aktia

  5. Slide 5: Where did the growth come from?

    WHERE DID THE GROWTH COME FROM?

  6. Slide 6: Construction at all times highs

    CONSTRUCTION AT ALL TIMES HIGHS

  7. Slide 7: Very expansionary monetary policy a growth driver

    VERY EXPANSIONARY MONETARY POLICY A GROWTH DRIVER 7

  8. Slide 8: But the main growth driver is…

    BUT THE MAIN GROWTH DRIVER IS… 8

  9. Slide 9: It is a lot about consumption

    IT 1ISALOT ABOUT CONSUMTION Private consumption %, change from previous year | 4 \~ [\ \/\ AAR LY Vos WE JAA Meg oo 20 - I~ ¥ Denmar' k Finland ; [1 VOT 2 i / : | , / Vi Aktia

  10. Slide 10: We still lag Sweden and Norway

    WE STILL LAG SWEDEN AND NORWAY 10

  11. Slide 11: Where does the consumption come from?

    WHERE DOES THE CONSUMTION COME FROM? 11

  12. Slide 12: Borrowing has picked up a bit

    BORROWING HAS PICKED UP A BIT 12

  13. Slide 13: Household debt is piling up

    HOUSEHOLD DEBT IS PILING UP 13

  14. Slide 14: Employment is improving

    14 EMPLOYMENT IS IMPROVING 80 79 78 77 76 75 74 73 72 71 70 69 68 67 66 65 Employment rate, 15-64 year olds \f//_N L v LA YQ WY a (4%) Ss A [{ va LW SA wa lad 2001 2002,» 2003'S 2004-= 2005 2006= 2007S 2008 = 2009S 2010 2011S 2012, «2013, 2014S 2015. 20162017 Sources: Aktia and Macrobond Aktia

  15. Slide 15: Employment rates – large differences within the country

    EMPLOYMENT RATES –large differences within the country Whole country 68,7 % Ostrobotnia 74,4 % Northern Carelia 60,6 % Åland 81,8% Uusimaa 72,8% 15

  16. Slide 16: For sustainable growth we need trade

    FOR SUSTAINABLE GROWTH WE NEED TRADE 16

  17. Slide 17: Trade growth is slowly improving

    TRADE GROWTH IS SLOWLY IMPROVING 17

  18. Slide 18: World trade is picking up amidst protectionist talk

    WORLD TRADE IS PICKING UP AMIDST PROTECTIONIST TALK 18

  19. Slide 19: Thank you!

    THANK YOU!

Citycon — Investor Day (May 2017) on 6ix