VGI Global Media PCL VGI Group General Presentation August 2018 Prepared by Investor Relations Department VGI Global Media Plc
Disclaimer Investment involves risk. Prospective should understand the characteristics of Securities and study information about VGI Global Media Public Company Limited (“VGI” 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. Prepared by Investor Relations Department 2 VGI Global Media Plc
Agenda Section 1 4 Company at a Glance Section 2 VGI – Thailand’s No.1 Offline -to-Online (O2O) Solutions Provider 10 Section 3 Business Profile by Segment and Potential Upsides Section 3.1 Transit Media 13 Section 3.2 Outdoor Media 17 Section 3.3 Office Building and Residential Media 19 Section 3.4 21 Aviation Media Section 3.5 22 Activation Media Section 3.6 23 Digital Services Business Section 4 2017/18 Financial Performance 26 Section 5 1Q 2018/19 Financial in More Detail & Business Update 28 Appendices Prepared by Investor Relations Department 3 VGI Global Media Plc
Company at a Glance Key investment features A unique position to grow revenue • The leader in O2O Solutions, creating a seamless customer experience • O2O Solutions enabling advertisers to reach target audiences at every stage of the consumer journey with greater efficiency and effectiveness. Diversified world-class assets • Consolidated OOH advertising channels with over THB 7,000mn inventory on hand • Partnership with leading players including transportation, logistics, telecommunications, mobile and messaging and micropayment applications • Potential reach of over 40mn people in the right place, at the right time and with the right message Leading and exclusive market positions • Unique, long-term contract portfolio with 30-year exclusive contracts. • Future growth underpinned by relationship with BTS and its preeminent role in mass transit development in Thailand. 4 – 5 times expected increase in transit media capacity by 2021/22. • Having Rabbit Group – the largest micropayment service provider in Bangkok. Largest and most profitable media company • No. 1 listed Media Company on SET by market capitalisation of THB 59,303m (USD 1,786m) as of July 2018. • Most profitable OOH media company in Thailand and is the top five most profitable OOH media companies in Asia, generating THB 3,936m in total sales revenue with a superior profit margin of 21.5% in 2017/18. • Offer no less than 50% of net profit in dividend payment. Prepared by Investor Relations Department 4 Section 1: Company at a Glance VGI Global Media Plc
Three Integrated Platforms Delivering O2O solutions ADVERTISING PAYMENT LOGISTICS With over 20 years of experience in Rabbit Group – the leading digital In July 2018, VGI successfully acquired advertising business, VGI has built the solutions. Their main business is Payment, 23% in Kerry Express – the leading parcel largest and most captive Out-of-Home which they have joined hand with the delivery in Thailand. Kerry Express (“OOH”) media platform. leading partners including BTS, AIS, Line, pioneered payment-on-delivery in the Kerry Express and BBL. country including the acceptance of cash Currently, our media covers 4 principal or Rabbit LinePay upon the deliveries to segments: 1) Transit, 2) Office, 3) Outdoor Currently, Rabbit Group is the largest households. Our logistics and activation and 4) Aviation with over THB 7,000mn micro-payment platform with more than allow us to connect with more than 40mn inventory on hand covering nationwide 12mn users. Through Rabbit Group’s data customers every year. network. analytics, enabling VGI to offer measureable and targeted advertising. DATA Having these 3 platforms, VGI business portfolio is diversified from traditional OOH Advertising to Payment and Logistics, bringing countless opportunities. VGI is now a unique market leader in Thailand providing fully integrated Offline-to-Online (O2O) Solutions, creating an ecosystem of awareness, engagement and conversion through leveraging Rabbit group’s data touchpoints on VGI’s out -of-home media platform. O2O SOLUTIONS Conversion Awareness Engagement Prepared by Investor Relations Department 5 Section 1: Company at a Glance VGI Global Media Plc
O2O Solutions in Consumer Daily Life Going to work via BTS Get behavioral data from Rabbit Card. Walking pass by McDonald’s Advertising Out-of-Home and Online media syncronisation McDonald's Promotion on Billboard Besides BTS, we have other OOH media to reach wider audience McDonald’s Promotion on Facebook Our big data enables the target audiences to see the same advertisement both OOH and Online Being notified McDonald's Promotion via LINE Directly push to LINE Official Account users nearby the brand’s beacon. Grabbing Meal at the shop on BTS station, Paying by Rabbit LINE Pay. Payment made easy by Rabbit LINE Pay. Prepared by Investor Relations Department 6 Section 1: Company at a Glance VGI Global Media Plc
Company at a Glance Key milestone 1990s - 1999 BEGINNINGS 1990s: Keeree Kanjanapas founded the BTS 1 , operator of BTS SkyTrain 1998: His son as business successor, Kavin Kanjanapas then invented the new concept and business model of BTS SkyTrain financed by advertising, laying the foundations for the company’s future success. VGI Global Media (“VGI”) was born. 2003 – 2010 1999: The BTS Skytrain system was officially opened. VGI was granted the exclusive right from BTS to manage the advertising spaces and commercial areas on all BTS network EXPANSION which will be expired in December 2029. 2003-2010: Entered into the Modern Trade media business at Tesco Lotus and Big C. 2009: Acquired 100% of POV 2 , the leading Office media in Bangkok CBD. 2010: Acquired the right to manage advertising on the BRT bus system 2012 – 2016 THE NO.1 OOH NATIONWIDE MEDIA REAL ESTATE AGENT 2012: Become a publicly traded company on the SET 2013 – 2014: Included as a constituent member of SET 100 and SET 50 2015: 2017 - Present • Exited the Modern Trade media business. Expanded its stake in MACO 3 to 37% – the leading Outdoor media with nationwide • TRANSFORMING TO THE O2O SOLUTIONS network coverage and overseas expansion. 2017: Acquired 90% in Rabbit Group 6 – the leading digital solutions. Acquired 30% of Aero Media 4 – the leading Aviation media across Thailand • 2018: Successfully acquired 23% in Kerry Express (Thailand) – the leading parcel Acquired 40% stake in Demo Power 5 – the leading demonstration services reaching • delivery services in Thailand. to end-consumer nationwide. 2016: • Now present in all provinces of Thailand, VGI becomes the #1 Out-of-Home Media Platform in Thailand 1 BTS refers to Bangkok Mass Transit System Plc. 2 POV refers to Point of View Media Group Co. Ltd. 3 MACO refers to Master Ad Plc. 4 Aero Media refers to Aero Media Group Co. Ltd. 5 Demo Power refers to Demo Power (Thailand) Co. Ltd. 6 Bangkok Smartcard System Co. Ltd. and BSS Holdings Co. Ltd. Prepared by Investor Relations Department 7 Section 1: Company at a Glance VGI Global Media Plc
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