BEC World Plc. Presentation for Investors CORPORATE ACCESS DAY 6 - - PowerPoint PPT Presentation

2 BEC World Plc. Presentation for Investors CORPORATE ACCESS DAY 6 - 7 July 2006  Industry Overview Financial Highlights

3 Advertising Trends: 95 98 99 00 01 04 TV 44% 60% 63% 60% 62% 56% RADIO 12% 9% 10% 10% 10% 8% NEWSPAPER 28% 19% 20% 21% 18% 21% MAGAZINE 8% 5% 5% 5% 6% 7% CINEMA - 1% 1% 1% 1% 2% OUTDOOR 8% 5% 3% 2% 3% 5% TRANSIT - 1% - 1% 1% 1% Source: CIA Media Innovation & NMR

4 Advertising Trends: Source: Nielsen Media Research

5 TV Advertising Trend: Bt m 60,000 50,000 40,000 30,000 20,000 10,000 0 2 0 3 4 5 6 7 8 9 1 2 3 4 5 9 0 9 9 9 9 9 9 9 0 0 0 0 0 9 ' ' ' ' ' ' ' 0 ' ' ' ' ' 1 2 YoY '93 '94 '95 '96 '97 '98 '99 2000 '01 '02 '03 '04 '05 Growth 34% 25% 14% 19% 10% -15% 11% 18% 8% 14% 13% 12% 6% High Growth Rate – Recovers Fast Source: Nielsen Media Research

6 TV Advertising Trend: 2005 2004 2003 Ch.3 15,000 Ch.5 10,000 Ch.7 Ch.9 5,000 Ch.11 iTV 0 TV Adex Ch.3 Ch.5 Ch.7 Ch.9 Ch.11 iTV Industry 2005 2004 2003 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%

7 Advertising Trend: May YTD Spending: Source: Nielsen Media Research

8 STATION SHARE OF AUDIENCE 2005 - 2006 WHOLE KINGDOM : ALL AGED 4+ 06.00 - 24.00 13 13 13 12 12 12 12 12 12 12 12 11 11 CH 3 CH 5 CH 7 CH 9 CH 11 ITV TOTAL TVR % MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY 2005 2005 2005 2005 2005 2005 2005 2005 2006 2006 2006 2006 2006 22.3 22.8 23.1 23.9 24 28 32.2 26.5 28 28.1 24.7 23.9 24.5 CH 3 8.8 8.5 8.6 8.2 8 8 7.6 7.4 7 6.6 6.8 7.3 7.7 CH 5 45.2 43.7 43.2 43 43 40.5 36.1 43.4 40.6 40.2 43 43.8 43 CH 7 10 10.9 11.3 11.2 11 10.3 9.8 9.2 10.4 10.4 10.8 11.2 10.5 CH 9 2.2 2.9 2.8 2.7 3 2.6 3.2 3.3 2.7 3 3 2.8 2.7 CH 11 11.4 11.2 11 11 11 10.7 11.1 10 11.3 11.5 11.7 10.9 11.7 ITV 12 11 11 12 12 13 12 13 12 12 13 12 12 TOTAL TVR % Source: Nielsen Media Research

9 Advertising Spends on TV YTD May ’ 06 vs YTD May ’ 05 Millions Baht YTD-06 YTD-05 5,000 +3.7% +18.3% 4,500 4,000 -3.9% +5.3% 3,500 +6.5% 3,000 2,500 2,000 1,500 1,000 -1.9% 500 0 CHANNEL 3 CHANNEL 5 CHANNEL 7 CHANNEL 9 ITV CHANNEL 11 Source: Nielsen Media Research

10 Top 20 Advertisers on Television YTD May ’ 06 TV ADVERTISER (000 BAHT) Y2006 * Y2005 %CHG CH3 (% CHG) UNILEVER (THAI) HOLDINGS 1,954,854 1,233,684 58.5% 216.9% PROCTER & GAMBLE (THAILAND) 596,770 587,779 1.5% 14.8% NESTLE(THAI) LTD. 382,489 336,301 13.7% 76.9% BEIERSDORF (THAILAND) CO.,LTD. 358,047 386,768 -7.4% 93.8% GMM GRAMMY PUBLIC CO.,LTD. 340,092 372,412 -8.7% -54.8% TOYOTA MOTOR THAILAND CO.,LTD. 325,692 156,133 108.6% 81.8% COLGATE-PALMOLIVE(THAILAND)LTD 316,261 132,199 139.2% 194.1% ADVANCE INFO SERVICE PCL. 302,488 564,766 -46.4% -45.3% OSOTSPA (TECK HENG YOO) 299,433 379,337 -21.1% -5.0% TV DIRECT CO.,LTD. 250,633 220,139 13.9% -56.0% PTT PUBLIC CO.,LTD. 248,927 110,895 124.5% 191.1% JOHNSON&JOHNSON(THAILAND)LTD. 245,757 196,012 25.4% 76.9% KAO COMMERCIAL (THAILAND) CO., 243,651 249,761 -2.4% 29.0% BOONRAWD BREWERY CO.,LTD. 241,128 190,085 26.9% 13.8% TOTAL ACCESS COMMUNICATIONS 233,015 204,737 13.8% 35.6% L'OREAL (THAILAND) LTD. 217,189 164,603 31.9% 88.8% AJINOMOTO SALES CO.,(THAILAND) 202,285 366,237 -44.8% -30.3% LION (THAILAND) CO.,LTD. 197,685 203,832 -3.0% -2.2% TRI PETCH ISUZU SALES CO.,LTD. 181,384 159,163 14.0% 21.6% OFFICE OF THE PRIME MINISTER 178,126 240,753 -26.0% -54.7% Source: Nielsen Media Research

11 Top 20 Advertisers in May 2006 TV Grand Total ADVERTISER (000 BAHT) CHANNEL 3 CHANNEL 5 CHANNEL 7 CHANNEL 9 ITV CHANNEL 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

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.

13 First Quarter of 2006 Highlights: Baht:Million 2006 +/- YoY Ad.Revenue 1,498 +35% Concerts & Shows 73 -73% Oth. Sales Revenue 69 -7% Total Sales Revenue 1,641 +13% Net Profit 436 +184%

14 High Operating Leverage: 3.00 2.80 As our operating costs 2.60 and expenses are mostly 2.40 fixed in nature, thus BEC 2.20 World has high operating 2.00 leverage. 1.80 1.60 Our profitability will 1.40 improve greater than the 1.20 growth rate of our revenue 1.00 growth. 0.80 0.60 Revenue Profit Revenue and Profit Growth (1Q99 is BASE)

15 BEC’s Dividend History: Baht per share BEC World intends to 1.50 grow its dividend as well 1.40 1.30 as to retain high payout 1.20 ratio. 1.10 With our ability to make 1.00 0.90 profit and the fact that we 0.80 normally generates more 0.70 cash than the reported 0.60 profit, thus these 0.50 objectives are still valid. 0.40 6 8 0 2 4 9 9 0 0 0 9 9 0 0 0 1 1 2 2 2