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(AS) 3 Q12 Opportunity Day 26 November 2012 Disclaimer Agenda The - PowerPoint PPT Presentation

Feb 28, 2023 •329 likes •856 views

Asiasoft Corporation PLC. (AS) 3 Q12 Opportunity Day 26 November 2012 Disclaimer Agenda The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation

  1. Asiasoft Corporation PLC. (AS) 3 Q12 Opportunity Day 26 November 2012

  2. Disclaimer Agenda  The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or subscribe for shares of Asiasoft Corporation Pcl. (“Asiasoft” ) in any jurisdiction nor should it or any part of it form the basis of, or be relied upon in any connection with, any contract or commitment whatsoever.  This presentation may include information which is forward-looking in nature. Forward-looking information involve known and unknown risks, uncertainties and other factors which may impact on the actual outcomes, including economic conditions in the markets in which Asiasoft operates and general achievement of Asiasoft business forecasts, which will cause the actual results, performance or achievements of Asiasoft to differ, perhaps materially, from the results, performance or achievements expressed or implied in this presentation  This presentation has been prepared by Asiasoft. The information in this presentation has not been independently verified. No representation, warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions in this presentation. None of Asiasoft or any of its agents or advisers, or any of their respective affiliates, advisers or representatives, shall have any liability (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation  This presentation is made, furnished and distributed for information purposes only. No part of this presentation shall be relied upon directly or indirectly for any investment decision-making or for any other purposes  This presentation and all other information, materials or documents provided in connection therewith, shall not, either in whole or in part, be reproduced, redistributed or made available to any other person, save in strict compliance with all applicable laws Page 2

  3. Agenda Agenda Territory Overview in Q3/12 Asiasoft Overview in Q3/12 Next Step in Q3/12 Appendices Page 3

  4. Territory Overview

  5. Agenda SEA Gaming Market Overview Country Unit: Million Baht Country By CAGR By Size 8,000 Vietnam Malaysia Vietnam 1 1 2011-2015 CAGR10.4% Thailand Indonesia 2 6,762 2 7,000 Philippine Malaysia 3 3 6,096 6,000 5,508 Thailand 2011-2015 4,986 CAGR12.6% 5,000 4,530 4,470 4,119 4,125 3,705 4,000 Malaysia 3,312 2011-2015 2,928 CAGR17.2% 3,000 2,520 2,472 2,400 2,232 2,031 Philippine 2,000 1,647 2011-2015 CAGR15.5% 1,143 819 900 954 747 696 1,000 612 Singapore 876 792 834 717 588 2011-2015 465 633 CAGR 7.5% 570 498 348 423 0 300 2010 2011 2012 2013F 2014F 2015F Indonesia 2011-2015 Singapore Malaysia Thailand CAGR16.1% Indonesia Philippine Vietnam Page 5 Source: Market Size from (IDC Research) 2012 Forecast

  6. Agenda SEA Market Overview Country Market Size Population Internet Penetration Online Penetration Penetration 2012 User (Internet User/Pop.) (Gamer / Internet User) (Gamer /Pop.) Gamer Unit: Mill Unit: Mill Unit: % Unit: Mill Unit: % Unit: % Unit: Mill Baht Singapore 747 4.7 4.1 87% 2.2 54% 47% Malaysia 2,031 28.7 21.2 74% 8.2 39% 29% Thailand 3,312 66.7 24.2 36% 9.1 38% 14% Indonesia 423 245.6 29.0 12% 8.0 28% 3% Philippine 717 101.8 38.1 37% 11.5 30% 11% Vietnam 4,986 90.5 34.2 38% 8.8 26% 10% Total 538 150.8 28% 47.8 31.7% 8.9% 12,126 Page 6 Source: Population from ( www.internetworldstats.com )2011 Internet User, Online Gamer, Market Size from (IDC Research) 2012 Forecast

  7. Agenda Online Game Publishers in Thailand TOTAL: 65 Games 78 Games 111 Games 129 Games 163 Games 25 New Games 34 New Games 27 New Games 44 New Games 49 New Games 5 41 Companies (8 New companies) 4 3 33 Companies (5 New companies) (5 close company) 33 Companies 2 (8 New companies) (1 close company) 26 Companies 1 (6 new companies) (3 close Company) 23 Companies (5 new companies) (- close company) 2008 9M/2012 2011 2009 2010 • No. of New Game in Thailand grew continuously, 9M12 of 49 new games compared to 2011 of 44 new games. • As of 9M12, there are 8 new companies and none are closed. Page 7

  8. Agenda Page 8

  9. Page 9

  10. Online Game Breakdown by Game Type Agenda MMORPG Casual FPS WEB MOBA 10% 22% 40% 12% 16% Remark : Base on Average Max CCU Q3/12 Page 10

  11. Agenda Top 5 Ranking for Each Game Type YulGang Ragnarok Dragon Nest Cabal ray city Audition PANGYA Zone4 Tales Runner Fifa 2 Point Blank Special Force xshot CSO Black Fire Fashion Dream Boomz Pocket Ninja Bubble Ninja Crystal Saga Heroes of League of Newerth Legends Page 11 Remark : Base on Average Max CCU Q3/12 (Except Fashion Dream based on Average Unique Viewer Q3/12)

  12. Agenda Online Game Publishers in Singapore TOTAL: 5 Games 7 Games 10 Games 26 Games 28 Games 2 New Games 6 New Games 16 New Games 6 New Games 5 9 Companies 0 New Company 4 9 Companies 3 1 New company 8 Companies 2 4 New companies 1 4 Companies 0 New company 4 Companies 0 New company 2008 2009 2011 2010 9M2012 - By 9M2012, there are 9 publisher in the market. Page 12

  13. Agenda New Game Launch in Singapore Online Game Publisher Type Online Game Publisher Type Mahjong Hime Asiasoft Web Business Tycoon Online Cherry Credits Web Heros of Thessalonica SB Games MMORPG Super Star Live IAH Music 2 New games was launched by 2 Publishers SevenCore Tec Interactive MMORPG 3 New games from 3 publishers Number of titles launch: 2 Number of titles launch: 3 Web Game 1 game 50% MMORPG 1 game 50% FPS Casual - - 0% 0% Page 13

  14. Agenda Market Share by Genre in 3Q12 Other Other Eagle Asiasoft 2% 9% 4% 11% Cherry Credits Cherry Asiasoft MMORPG 15% CASUAL Credits 55% Garena 36% 68% Other 12% Asiasoft Cherry Overall 33% Credits Asiasoft Tech 24% Interactive 3% 10% Garena M1 12% 31% Web FPS Garena Game 42% IAH 13% Sea Gaming 20% Page 14 Source: Company’s data based on 2012 Avg. Max CCU for Q3

  15. Online Game Publishers in Malaysia Agenda TOTAL: 81 Games 119 Games 150 Games 124 Games 131 Games 37 New Games 42 New Games 67 New Games 30 New Games 5 39 Companies 3 New companies 4 1 close company 32 Companies 3 8 New companies 3 Close company 2 27 Companies 2 New companies 1 26 Companies 1 Close Company 8 New companies 20 Companies 2 Close company 0 new company 2008 2009 2010 2011 9M2012 • Majority of new game since 2010 are web games. • Many new company enter market with several web games but went bust quickly. Page 15

  16. New Game Launch in Malaysia Agenda Online Game Publisher Type Online Game Publisher Type Enigma Online (EN) Gamon MMORPG 西游释厄传 Online On988 MMORPG 黃易 2 (CN) ChineseGo MMORPG ROSH Online Gamon MMORPG 戰神傳奇 Online Gamon MMORPG Bubble Diamond Web Winner Online Web Casual Genghis Khan 2 i1play MMORPG 仙落凡尘 Web GameView Web MMORPG 武林之王 Online RMS Web MMORPG 三国伍虎将 Web GameView Web MMO Strategy 功夫英雄 RedApple MMORPG 一网打尽 Web GameView Web Casual 王者天下 Varuna Web MMORPG 小小名将 Web GameView Web MMO Strategy Number of titles launch: 6 Number of titles launch: 8 Page 16

  17. Agenda Market Share by Genre in 3Q12 Cubinet Cubizone 14% 17% Other Asiasoft Eagle Asiasoft ChangYou CASUAL 48% 15% MMOPRG Game 20% 4% Runup 66% 5% Koram Cubinet 14% ChangYou 14% 6% OVERALL Other 41% Cubizone 3% MyCNX Other 22% 33% Asiasoft Web FPS 36% Game GoPlayPlay Gameview 15% 8% Funnel Asiasoft RMS 12% 97% 10% Page 17 Source: Company’s data based on 2012 Avg. Max CCU for Q3

  18. Agenda Online Game Publishers in Indonesia TOTAL: 29 Games 52 Games 76 Games 94 Games 12 New Games 31 New Games 24 New Games 8 New Games 33 Companies 4 (2 New companies) 3 29 Companies (11 New companies) (3 close company ) 2 21 Companies (10 new companies) (1 close Company) 11 Companies 1 (2 new companies) (3 close company) 2009 3Q12 2010 2011 8 Games from 7 Publishers Page 18

  19. Agenda New Game Launch in Indonesia Game Title Publishers Genre Game Title Publishers Genre FPS Megaxus Counter Strike Giga Slave Digital Eight casual FPS Dragonfly Special Force Dragon Saga Orange Game Web MMORPG Lyto Allods Online Kungfu Legacy Wavegame MMORPG MMORPG OrangeGame 81 Keys Bubble Ninja Winner Inter Web MMORPG Rappelz Online Ranob Mercenary Ops VTC Casual Casual Free Jack Faveo MMORPG Putra Langit Online Capple MMORPG Living After War Mobius MMORPG Dynasty War Faveo Web Twelve Sky 2 Terracord Web Kreon War Of Throne Orange Game Web Apocalyps MMORPG KingslaimSoft Lunia Z Web Number of titles launch: 8 Mahadewa OrangeGame Web Empire Heroes GameWeb Number of titles launch: 12 Page 19

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