Aegis Investor Day /media/Files/A/Aegis-Group-Plc/pdf/Investors/asآ  Aegis Media Asia Pacific Scale

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  • Aegis Investor Day 2010 Aegis Media Asia Pacific

    Nick Waters, Nick Waters, CEO Aegis Media Asia Pacific

    3 December 2010

  • Ad spend in Asia Pacific By market

    Forecast annual absolute ad spend ($ billion)

    Forecast year on year ad spend growth at current prices (%)

    2011 2010 2011

    Total Asia Pacific 163.7 8.2% 7.6%

    Aegis Group plc | Page 2Source: Carat ad spend forecasts,

    Total Asia Pacific 163.7 8.2% 7.6%

    Greater China 73.6 16.1% 14.7%

    Japan 44.1 -3.1% 0.0%

    Australia 12.7 7.5% 5.8%

    India 5.0 5.2% 9.0%

    Indonesia 4.5 14.0% 19.0%

  • Asia Pacific ad spend growth by medium to 2012 Digital growth expected to outstrip growth in other medium

    13.0%

    18.0%

    23.0%

    Total

    TV

    Source – Aegis Media

    -2.0%

    3.0%

    8.0%

    13.0%

    2010 2011 2012

    TV

    Newspapers

    Online

    OOH

    Aegis Group plc | Page 3

  • Asia Pacific digital ad spend growth by market in 2011 Significant growth expected in all markets

    48.9%

    33.0%

    40.0%

    50.0%

    35.0%

    40.0%

    45.0%

    50.0%

    55.0%

    18.0%

    25.0%

    22.0%

    2.1%

    22.1%

    15.0%

    8.0%

    15.0%

    0.0%

    5.0%

    10.0%

    15.0%

    20.0%

    25.0%

    30.0%

    Source – Aegis Media Aegis Group plc | Page 4

  • Aegis Group plc | Page 5

  • � Largest buyer of CCTV auction airtime

    China Charm Communications Inc

    � Largest buyer of CCTV auction airtime

    � Expanding geographical footprint

    − Shanghai

    − Tianjin

    − Hubei Provincial TV

    � Rapid digital growth

    � Vizeum

    Aegis Group plc | Page 6

  • � Tier 3-5 cities

    � Digital media software

    � Digital agencies

    China Priorities

    � Out of home

    − Provincial

    − Digital

    − Transport

    Aegis Group plc | Page 7

  • Aegis Group plc | Page 8

  • � New strong local management team established

    � Build media scale

    � Out of home

    India Priorities

    � Event marketing

    � Retail

    Aegis Group plc | Page 9

  • Aegis Group plc | Page 10

  • � Japan

    − Digital creative

    − Analytics

    − Local major

    Japan-Korea Priorities

    − Local major

    � Korea

    − Media scale

    − Digital NowLab

    Aegis Group plc | Page 11

  • Aegis Group plc | Page 12

  • � Indonesia

    − New strong local management team established

    − Media scale

    − Digital partnership

    � Philippines

    Southeast Asia Priorities

    � Philippines

    − Media scale

    − Digitally ahead

    � Vietnam

    − Equity stake

    � Singapore

    − International leadership team

    Aegis Group plc | Page 13

  • Aegis Group plc | Page 14

  • � Market leader in Australia

    − No1 in Top 10 global market

    Australia-New Zealand Mitchell Communication Group

    � Largest digital media buyer

    � Largest PPC search marketing operation

    � >50% digital

    � Reached No1 without international clients

    − Now access to 40% more of the market

    Aegis Group plc | Page 15

  • Aegis Media Asia Pacific Scale and digital – including Mitchell

    Aegis Media Asia Pacific - revenue source, 2009 – 2011e:

    13%

    31% 150,000

    200,000

    GBP 000s

    Aegis Group plc | Page 16

    31%

    7%

    49%

    7%

    23%

    9%

    62%

    Jun 09 Dec 09 Jun 10 Dec10 Jun 11 Dec 11

    50,000

    0

    100,000

    150,000

    Traditional Outdoor Digital Diversified

  • Aegis Media Asia Pacific Third in the region

    13%

    31%

    7%

    23%

    9%

    62%

    31%

    7%

    49%

    Aegis Group plc | Page 17

  • New business Major local advertisers

    Aegis Group plc | Page 18

  • New business Extending international client relationships

    Aegis Group plc | Page 19

  • Campaignasia, Nov 2010

    Aegis Group plc | Page 20

  • New business Live opportunities

    Aegis Group plc | Page 21

  • Agency of the Year

    � Carat Asia Pacific

    � Isobar Asia Pacific

    � Carat China

    � Isobar China

    Aegis Group plc | Page 22

    � Isobar China

    � Isobar Korea

    � Isobar Malaysia

    � iProspect Hong Kong

  • 2011 focus

    � Media scale

    � Leverage Mitchell

    � Leverage Charm

    � Continue to attract and retain talent

    � International clients

    � Digital – creative, social, search, performance marketing

    Aegis Group plc | Page 23