Strictly Private & Confidential แก ้ สื่อ Airport ให ้ ชัด เพิ่มสื่อ BB Size ใหญ่ เพิ่มสื่อ MRT CREATING COMMUNICATION CHANNELS OF CHOICE FOR ASEAN 0
Strictly Private & Confidential Dis Disclaim imer The information contained in our presentation is intended solely for your personal reference only. Investment involves risk. Prospective should understand the characteristics of Securities and study information about Plan B Media Public Company Limited ( “ Plan B ” or the “ Company ” ) before making a decision to invest in Securities. This Presentation is not intended to provide the basis for any investment decision, nor to substitute your own analysis and investigation, and should not be considered as a recommendation to any recipient of this Presentation. Some statements made in this presentation are forward-looking statements, which are subject to various risks and uncertainties. These include statements with respect to the Company ’ s corporate plans, strategies and beliefs and other statement that are not historical facts. These statement can be identified by the use of forward-looking terminology such as “ may ” , “ will ” , “ expect ” , “ intend ” , “ estimate ” , “ continue ” , “ plan ” or other similar words. The statements are based on the assumptions and beliefs of the Company ’ s management in light of the information currently available to the Company. These assumptions involve risks and uncertainties which may cause the actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Nothing in this Presentation is, or should be, relied on as promise or representation of the Company as to the future. 1
Strictly Private & Confidential Key ey Dis iscussio ion Ag Agendas OOH Trend Business The Engagement on Integrated Strategy Marketing Media Solution Financial Highlights Q&A 2
Strictly Private & Confidential 31 airports 2,000 buses Over 400 screens Nationwide 18 MRT Stations Nationwide Over 300 screens 19 MRT trains Over 1,400 signs At leading stores Thai League BNK 48 Thai E-League Pro Thai National Team PES2019 3
01 OOH Trend on Integrated Media Solution
Shifting in consumer beh ehavior driving Strictly Private & Confidential Mass migration of f med edia budget Unit: THB mn. 2015 2016 2017 Key trends for global media -11.8% MASS MIGRATION of TV budget towards Online 84,511 Global ad spending share of TV to drop and OOH 70,994 below 35%* in 2018 , while expecting global 65,786 online+OOH share to reach 63% in 2020. TV ad spend2017 in Thailand still above 65% with expectation to drastically drop follows global trend. +18.7% +23.9% Leading digital brands increasing 11,707 9,150 13,215 12,402 9,382 allocation on OOH, 25% of top 100 8,084 spenders in OOH are tech companies Penetration Rate 7.6% 11% 13% 70% 70% 65% 6.6% 8.5% 12% % of Ad spend in OOH from digital brands 2017 ** TV Online Out-Of-Home- Media Strength of Media Nationwide 70% 11% Credibility of data Real and impactful 26% 18% coverage and measurement presence Acceptance towards Merging data from mobile and OOH Unskippable Nielsen rating advertising enable brand to effectively plan, execute Threat/Weakness and evaluate campaigns while still deliver Technology shift to Fraud KPIs Lack of actual breadth impression of OOH on-demand consumption measurement Oversupply of free-to-air . . 5 Source: The Nielsen Company Source: *MAGNA/IPG-www.magnaglobal.com *Online Media Advertising spend from Media Agency Associate of Thailand **KANTAR
Digi igital co companies are e rel elying Strictly Private & Confidential on ooh advertising , , some have in invested in in OOH business OOH campaign as a key part of online marketing strategy and driving immediate short-term action. Strong use of OOH media Digital companies invested in OOH Shareholding structure Overview business to drive active users business and related technologies Invested USD 150 mil. in OOH business to showcase their campaigns Invested and developed programmatic ad technology for targeted advertising on billboards Acquired 11.62% of Focus Media, OOH operators with footprint across 300 Chinese cities 6
Growing demand to o use e big g da data anal ytic Strictly Private & Confidential 2019 towards Fo For superior audience attention Location & Big Data Intelligence 2017-2018 Audience Recognition Online footprint Technology To learn insights from behavior 2013-2016 and browsing history Registered profile Public Information with mobile application Location data in physical world to learn insights from place of visit Advance Stage Early Stage Ability to look at population detail , demographic and lifestyle Learn and match the right media with desired target audiences No. of eyeballs Evaluate actual performance per package To measure ROI and learn more about the audiences 7
Strictly Private & Confidential Fo For ex example, Plan b is Levera raging strength of of OOH and Online Creating Hypertargeting Tool + Out of Home Media Online Media IMPACT MEASURABILITY + = x ONE STOP MEDIA SOLUTION Direct to audiences with Geo-Fencing Technology
0 2 Business Strategy
Our strategy tow owards 5 5 BN revenue in 2020 Strictly Private & Confidential Plan B Long-term Growth Strategy 1 Core Media: Building diversified OOH media network and expanding to new territories 2 Adjacencies Media: Exploring opportunities in adjacencies media to enhance integration 3 Step-out Opportunities: Seek step-out channel to add to portfolio to leapfrog growth Discipline in organic CAPEX plan … with an aim to achieve To continue expand of 500-800 mil./year revenue of THB 5 bil. in 2020 media capacity … Unit: THB mn. Unit: THB mn. Unit: THB mn. Adjacencies Media Inorganic Organic +10-15% Core Media Growth Per year +19% CAGR +23.6% CAGR 5 ,800-6,500 5,000 4 ,700-4,800 +27% CAGR 4,345 10% 3,940 3,025 3,007 2,445 2,170 1,400 2,026 469 372 90% 1,465 689 600 157 64 70 312 375 308 800 619 2014 2015 2016 2017 2018 2019 2020 2014 2015 2016 2017 2018 2019 2020 2014 2015 2016 2017 2018 2019 2020 10 * Estimated CAPEX as of 30 Aug 18 10 Source: Plan B Media PCL Analysis
Strictly Private & Confidential New Landmark Strengthen “ Central World Connect ” Launched in Jun 2018 with media with media capacity THB 240 mil./year Leading New Landmark Position in “ Central World Connect ” to be launch in Jun 2018 with media capacity THB 240 mil./year DOOH with the new landmark
Strictly Private & Confidential Intensify DOOH in Bangkok with strategic locations Bangkok Jam 50 locations of Digital OOH network on heavy traffic roads of Bangkok Plus Intelligent traffic report system and Estimated travel time functions
DOOH NETWORK COVERAGE MAJOR ROADS IN INNER BANGKOK WITH HEAVY TRAFFIC BETTER EXPERIENCE 50 SUPER PRIME LOCATIONS WITH TRAFFIC REPORT Inner Bangkok Real-time traffic report from collaboration between government High traffic guarantee sector and Plan B Media to contribute to society Long viewing time Highly visible Can ’ t skipped or turned off Intelligent traffic sign to display the overview of nearby traffic situation Estimated travel time (ETA) FOCUSING 11 DISTRICTS to intersection or attraction in the OF INNER BANGKOK area Chatuchak Ratchathewi Accident report Wang Thonglang Sathon for drivers to avoid the routes affected from accidents Bangrak Pathumwan Pom Prap Sattru Phai Explore traffic status around Phayathai neighbourhood in real through CCTV Huai Khwang Khlong Toei camera Wattana
Strictly Private & Confidential La Largest Digital OOH net etwork of 391 screens and s still growing Plan B ’ s Bangkok Digital OOH network is … and Plan B has been growing upcountry Shareholding structure Overview business the most intensified network in one city.. network to provide nationwide coverage No. of upcountry digital OOH screens No. of Bangkok digital OOH screens and annual revenue and annual revenue Revenue 1,231* (THB mil.) Unit: No. of screens Unit: No. of screens 1,121 420 943 943 Revenue 230 (THB mil.) 315 308* screens diff 240 220 205 180 164 66 screens 116 diff 97 96 64 50 50 45 7 No. of screens 2015 2016 2017 2018 2019 2020 2015 2016 2017 2018* 2019 2020 No. of screens offered by offered by Competitors Competitors 2018 2018 Source: Plan B Media 14 Note: *Forecasted revenue for 2018 with 75% U-rate
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