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Published byGertrude Gilbert Modified over 8 years ago
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2 BEC World Plc. Presentation for Investors CORPORATE ACCESS DAY 6 - 7 July 2006 Industry Overview Financial Highlights
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3 Advertising Trends: 95989900 0104 TV44%60%63%60%62%56% RADIO12% 9%10% 8% NEWSPAPER 28%19%20%21%18%21% MAGAZINE 8% 5% 6% 7% CINEMA- 1% 2% OUTDOOR 8% 5% 3% 2% 3% 5% TRANSIT- 1%- Source: CIA Media Innovation & NMR
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4 Advertising Trends: Source: Nielsen Media Research
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5 TV Advertising Trend: High Growth Rate – Recovers Fast Source: Nielsen Media Research YoY'93'94'95'96'97'98'992000'01'02'03'04'05 Growth34%25%14%19%10%-15%11%18%8%14%13%12%6%
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6 TV Advertising Trend: TV AdexCh.3Ch.5Ch.7Ch.9Ch.11iTVIndustry 2005 10,392 8,238 14,010 6,956 1,171 9,244 50,011 2004 10,806 7,866 13,734 6,443 970 7,351 47,170 2003 10,857 7,923 12,030 4,554 996 5,928 42,288 ’ 05 YoY-3.8%4.7%2.0%8.0%20.7%25.8%6.0% ’ 04 YoY-0.5%-0.7%14.2%41.5%-2.6%24.0%11.5%
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7 Advertising Trend: May YTD Spending: Source: Nielsen Media Research
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8 STATION SHARE OF AUDIENCE 2005 - 2006 WHOLE KINGDOM : ALL AGED 4+ 06.00 - 24.00 Source: Nielsen Media Research
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9 Advertising Spends on TV YTD May ’ 06 vs YTD May ’ 05 Millions Baht -1.9% +18.3% +5.3% +3.7% +6.5% -3.9% Source: Nielsen Media Research
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10 Top 20 Advertisers on Television YTD May ’ 06 TV ADVERTISER (000 BAHT)Y2006 *Y2005%CHGCH3 (% CHG) UNILEVER (THAI) HOLDINGS1,954,8541,233,68458.5%216.9% PROCTER & GAMBLE (THAILAND)596,770587,7791.5%14.8% NESTLE(THAI) LTD.382,489336,30113.7%76.9% BEIERSDORF (THAILAND) CO.,LTD.358,047386,768-7.4%93.8% GMM GRAMMY PUBLIC CO.,LTD.340,092372,412-8.7%-54.8% TOYOTA MOTOR THAILAND CO.,LTD.325,692156,133108.6%81.8% COLGATE-PALMOLIVE(THAILAND)LTD316,261132,199139.2%194.1% ADVANCE INFO SERVICE PCL.302,488564,766-46.4%-45.3% OSOTSPA (TECK HENG YOO)299,433379,337-21.1%-5.0% TV DIRECT CO.,LTD.250,633220,13913.9%-56.0% PTT PUBLIC CO.,LTD.248,927110,895124.5%191.1% JOHNSON&JOHNSON(THAILAND)LTD.245,757196,01225.4%76.9% KAO COMMERCIAL (THAILAND) CO.,243,651249,761-2.4%29.0% BOONRAWD BREWERY CO.,LTD.241,128190,08526.9%13.8% TOTAL ACCESS COMMUNICATIONS233,015204,73713.8%35.6% L'OREAL (THAILAND) LTD.217,189164,60331.9%88.8% AJINOMOTO SALES CO.,(THAILAND)202,285366,237-44.8%-30.3% LION (THAILAND) CO.,LTD.197,685203,832-3.0%-2.2% TRI PETCH ISUZU SALES CO.,LTD.181,384159,16314.0%21.6% OFFICE OF THE PRIME MINISTER178,126240,753-26.0%-54.7% Source: Nielsen Media Research
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11 Top 20 Advertisers in May 2006 Grand Total TV ADVERTISER (000 BAHT)CHANNEL 3CHANNEL 5CHANNEL 7CHANNEL 9ITVCHANNEL 11 UNILEVER (THAI) HOLDINGS 456,287 83,312 40,655 161,538 40,563 130,219 - NESTLE(THAI) LTD. 115,343 32,809 8,434 47,373 12,398 14,329 - BEIERSDORF (THAILAND) CO.,LTD. 91,254 42,097 3,769 31,444 3,404 10,540 - PTT PUBLIC CO.,LTD. 80,240 17,656 7,953 14,245 22,256 9,307 8,823 KAO COMMERCIAL (THAILAND) CO., 78,163 20,816 4,879 31,079 9,210 12,179 - PROCTER & GAMBLE (THAILAND) 77,447 31,561 6,416 36,892 1,816 763 - COLGATE-PALMOLIVE(THAILAND)LTD 72,951 34,468 710 30,724 1,670 5,379 - BOONRAWD BREWERY CO.,LTD. 64,763 13,558 11,816 18,636 7,616 11,291 1,845 TOYOTA MOTOR THAILAND CO.,LTD. 57,384 10,929 7,041 17,379 12,019 8,585 1,431 GMM GRAMMY PUBLIC CO.,LTD. 55,946 1,832 36,257 11,661 3,915 2,281 - TV DIRECT CO.,LTD. 53,578 11,206 20,493 529 4,570 16,779 - OSOTSPA (TECK HENG YOO) 51,999 11,657 5,372 15,000 7,865 10,038 2,066 AJINOMOTO SALES CO.,(THAILAND) 45,518 11,659 3,974 15,612 3,214 10,729 329 L'OREAL (THAILAND) LTD. 45,310 10,985 246 18,126 4,808 11,145 - TRI PETCH ISUZU SALES CO.,LTD. 43,551 11,079 7,497 7,101 9,290 8,584 - ADVANCE INFO SERVICE PCL. 43,372 6,690 2,372 16,141 1,846 15,353 970 BEER THAI (1991) CO.,LTD. 43,341 8,400 8,742 9,035 9,436 7,634 94 SONY (THAILAND) CO.,LTD. 41,855 11,106 8,461 11,707 4,685 5,895 - JOHNSON&JOHNSON(THAILAND) 41,422 16,036 5,624 12,646 5,192 1,925 - LION (THAILAND) CO.,LTD. 40,596 7,923 5,794 6,359 6,721 13,799 - Source: Nielsen Media Research
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12 Industry Reform: We shall see NBC and Broadcasting Bill shortly. The reform is about to begin. The reform is “ blessing in disguised ” for BEC as the industry will be more transparent and orderly. Long awaited new investment opportunities in domestic market will be opened for BEC.
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13 First Quarter of 2006 Highlights: Baht:Million 2006+/- YoY Ad.Revenue1,498+35% Concerts & Shows73-73% Oth. Sales Revenue69-7% Total Sales Revenue1,641+13% Net Profit436+184%
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14 High Operating Leverage: As our operating costs and expenses are mostly fixed in nature, thus BEC World has high operating leverage. Our profitability will improve greater than the growth rate of our revenue growth. Revenue and Profit Growth (1Q99 is BASE)
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15 BEC’s Dividend History: BEC World intends to grow its dividend as well as to retain high payout ratio. With our ability to make profit and the fact that we normally generates more cash than the reported profit, thus these objectives are still valid. Baht per share
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