1 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Copyright © 2010 The Nielsen Company. Confidential and proprietary. First half 2012 analysis on Global and SA adspend Trends

2 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Copyright © 2010 The Nielsen Company. Confidential and proprietary. Global Advertising Trends insights from the Nielsen Global AdView Pulse Q1 2012

3 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Global consumer confidence is growing

4 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation and so does ADVERTISING Source: Nielsen

5 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Rising 3.1% YOY in Q1 ADVERTISING EXPENDITURE TREND million USD Source: Nielsen Global AdView Pulse Q Based mainly on published rate cards

6 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Feb and Mar the best performing months

7 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Internet the fastest growing medium… 2.8% Television 3.1% -1.4% 7.9% Radio Newspapers 6.4% Outdoor 4.1% Cinema 12.1% Internet …while magazines show a dip Magazines

8 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation But TV holds the biggest share of spend Q Television Magazines NewspapersRadio CinemaInternet Outdoor

9 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation +7.8% TELECOMMUNICATIONS +4.4% CLOTHING & ACCESSORIES +10.8% DISTRIBUTION CHANNELS +5.0% ENTERTAINMENT +4.9% FINANCIAL +3.7% FMCG +4.3% MEDIA +3.3% AUTOMOTIVE Retail and Telecoms show highest growth Percent change, Q vs. Q1 2011

10 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Growth proceeds on different paces Western Europe sees a dip when comparing Q vs. Q1 2011, on the back of the Euro- zone crisis

11 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Press still commands +30% share in Europe and Asia Pacific Media -- % Share of Spend -- Q Television Magazines Newspapers Radio Cinema Internet Outdoor Source: Nielsen Global AdView Pulse Q Note: Internet share is based on a smaller subset of countries included in the report and should only be taken as an indication.

12 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation North America increases marginally -3.6% decline for Healthcare +8.6% growth for Financial +4.0% growth for TV -5.0% decline for magazines +2.2% US -0.5 Canada +2.1% North America Q vs Q1 2011

13 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Europe sees a dip in spending +4.8% growth for Cloth. & Acc. -5.0% decline for FMCG +12.1% growth for Internet -1.2% decline for Television -1.4% Europe +3.9% France -1.8% UK -7.6% Italy +2.1% Germany -14.0% Spain Q vs Q1 2011

14 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Asia Pacific shows a marginal increase +9.1% growth for Entertainment -0.7% small dip for Automotive +5.4% growth for Newspapers -0.6% small dip for Television +5.5% Japan -4.8% Australia -2.5% China +1.7% Asia Pacific Q vs Q1 2011

15 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Latin America performs very well +13.3% growth for Automotive +28.5% growth for Telecoms +7.5% growth for TV +7.6% growth for Magazines in % Argentina +14.9% Brazil -6.1% Mexico +9.6% Latin America Q vs Q1 2011

16 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Copyright © 2010 The Nielsen Company. Confidential and proprietary. SA Advertising Trends First Half ‘12

17 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Total all Media with print split ZAR (Millions) MEDIA TYPE Q1% GROWTH2012 -Q Q2% GROWTH2012 -Q H1% GROWTH TOTAL MAGAZINES % % , % TOTAL NEWSPAPERS 1, % 1, , % 1, , % TOTAL PRINT 2, % 2, , % 2, , % TOTAL CINEMA % % % TOTAL DIRECT MAIL % % % TOTAL INTERNET % % % TOTAL OUT OF HOME % % % TOTAL RADIO % 1, , % 1, , % TOTAL TV 2, % 3, , % 3, , % Grand Total 6, % 7, , % 8, , % ZAR (Millions) Excluding SP

18 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Media Split Jan – Jun 2012 % =Share of Voice ZAR (Millions)

19 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Top 10 Daily Newspapers (Jan – Jun ‘12) ZAR (Millions) Excluding SP

20 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Top 10 Weekly Newspapers (Jan – Jun ‘12) ZAR (Millions) Excluding SP

21 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Top 10 Magazines (Jan – Jun ‘12) ZAR (Millions) Excluding SP

22 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Top 10 Advertisers in Magazines (Jan – Jun ‘12) ZAR (Millions) Excluding SP

23 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Top 10 Advertisers in Newspapers (Jan – Jun ‘12) ZAR (Millions) Excluding SP

24 Copyright © 2010 The Nielsen Company. Confidential and proprietary. Title of Presentation Thank You! Milton Tshabalala (011)