Upload
phamcong
View
216
Download
0
Embed Size (px)
Citation preview
Corporate UpdateOctober 2018
MNC Media
PT Global Mediacom Tbk.
Listed and traded on the Indonesia Stock Exchange
STOCK CODE: BMTR
MNCN
MSKY
Disclaimer
2
By attending this presentation, you are agreeing to be bound by the restrictions set out below. Any failure to comply with these restrictions may constitute a violation of applicable securities laws.
The information and opinions contained in this presentation are intended solely for your personal reference and are strictly confidential. The information and opinions contained in this presentation have not been independently verified, and no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on the fairness, accuracy, completeness or correctness of, the information or opinions contained herein. It is not the intention to provide, and you may not rely on this presentation as providing, a complete or comprehensive analysis of the condition (financial or other), earnings,business affairs, business prospects, properties or results of operations of the company or its subsidiaries. The information and opinions contained in this presentation are provided as at the date of this presentation and are subject to change without notice. Neither the company (including any of its affiliates, advisors and representatives) nor the underwriters (including any of theirrespective affiliates, advisors or representatives) shall have any responsibility or liability whatsoever (in negligence or otherwise) for the accuracy or completeness of, or any errors or omissions in, any information or opinions contained herein nor for any loss howsoever arising from any use of this presentation.
In addition, the information contained in this presentation contains projections and forward-looking statements that reflect thecompany's current views with respect to future events and financial performance. These views are based on a number of estimates and current assumptions which are subject to business, economic and competitive uncertainties and contingencies as well as various risks and these may change over time and in many cases are outside the control of the company and its directors.No assurance can be given that future events will occur, that projections will be achieved, or that the company's assumptions are correct. Actual results may differ materially from those forecast and projected.
This presentation is not and does not constitute or form part of any offer, invitation or recommendation to purchase or subscribe for any securities and no part of it shall form the basis of or be relied upon in connection with any contract, commitment orinvestment decision in relation thereto. This presentation may not be used or relied upon by any other party, or for any other purpose, and may not be reproduced, disseminated or quoted without the prior written consent of the company.
Any investment in any securities issued by the company or its affiliates should be made solely on the basis of the final offer document issued in respect of such securities.
The contents of this presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person or published, in whole or in part, for any purpose.
4
Global Mediacom Tbk
100 %
Media Nusantara Citra Tbk
Content and Advertising Based Media
68%
PT MNC Vision NetworkSubscription Based Media
Online Media
97.6%
IPTV/Fixed Broadband
100 %
OTT
100 %
DTH Pay TV
PT GLOBAL MEDIACOM (BMTR:JK)
6
The Largest Fully Integrated Media Company in Southeast Asia
RADIO
SUPPORTINGCONTENTFREE-TO-AIR TV
ENTERTAINMENT
INFORMATION & SPORTS
Entertainment FTA focusing on family audience
Largest news TV and
programs (providing news
programs to the Group’s 3
entertainment FTA)
PAY-TV CHANNELSCONTENT LIBRARYTALENT / EVENTMANAGEMENT
Content librarycontains more than300,000 hours andincreasing by morethan 15,000 - 20,000hours per year
PRODUCTION
The Largest Content Producer
7
CONTENT
• 80% of our contents are local with more than 90% produced in-house
• Gradually reducing foreign content, due to low margin and high cost
• Targeting to increase local content to approximately 100% in 2018, which will lead to a decrease in programming
cost and higher EBITDA Margin
PRODUCTIONCONTENT LIBRARY Pay TV Channel
Drama, Talent Search, Animation, Sitcom, Movie
The Largest and Leading Audience Share
Content is the only way to capture audience share
and monetize advertising dollars
Indonesians love dramas and we broadcast many of
the top drama series
We have licensed popular International programs
such as Master Chef, Indonesian Idol and X Factor
More than 300,000 hours of content library and
increasing by more than 15,000 – 20,000 hours
annually
We also have 20 MNC branded Pay TV Channels.
These channels are integral to our content strategy
Creating the best content is our top priority
“Content is where I expect much of the real money will be made on the Internet, just as it was in broadcasting.
The television revolution that began half a century ago spawned a number of industries, including the manufacturing of TV sets, but the
long-term winners were those who used the medium to deliver information and entertainment.”
“Content is King” by Bill Gates in 1996
8Source: Nielsen Prime-Time Upp-Midd 15+ Audience Share
Sep-18
Share
RCTI ABC 20,9
MNCTV ABCD 7,9
GTV ABC 5,5
INEWS ABC 1,2
SCTV ABCD 16,8
ANTV ABC 10,3
IVM ABCD 16,3
TRANS7 ABC 7,7
TVONE ABC 3,7
TRANS ABC 6,6
METRO AB 1,9
StationTarget
Audienc
e
Prime-time Nielsen TV Audience Share
9
The Best Talent Search Format Lineup
Indonesian Idol - 9h season and running,
X-Factor Indonesia - 2nd season and running,
Rising Star Indonesia - The 2nd Season, and running
MasterChef Indonesia – 4th season and running
The Voice Indonesia – 1st season and runningOur talent search programs are 3x more profitable than competing “In-house” dangdut singing competition
MNCN Dominates Top 20 Drama Series as of August 2018
10
• Dunia Terbalik and Cinta Yang Hilang Continue to go head to head for the #1 position
• 8 Out of the top 20 drama series are from MNCN
Source: Nielsen, UP-MID, 15+
NO PROGRAMS CHANNEL TYPE TVR SHARE
1 CINTA YANG HILANG RCTI Series 4.4 17.5
2 DUNIA TERBALIK RCTI Series 4.2 20.5
3 ANAK LANGIT SCTV Series 3.4 13.7
4 ORANG KETIGA SCTV Series 3.2 18.2
5 TOP TUKANG OJEK PENGKOLAN RCTI Series 2.7 15.2
6 SIAPA TAKUT JATUH CINTA SCTV Series 2.6 11.0
7 KUN FAYAKUN ANTV Series 2.4 10.7
8 INDRA KETUJUH ANTV Series 2.3 10.1
9 JODOH ANTV Series 2.1 8.2
10 KARMA THE SERIES ANTV Series 1.9 9.5
11 SI DOEL ANAK SEKOLAHAN 6(R) RCTI Series 1.7 14.0
12 SI DOEL ANAK GEDONGAN(R) RCTI Series 1.7 13.5
13 MALAIKAT CINTA SCTV Series 1.7 10.5
14 SI DOEL ANAK SEKOLAHAN(R) RCTI Series 1.7 13.2
15 PREMAN PENSIUN(R) RCTI Series 1.7 14.0
16 SEMUA INDAH KARENA CINTA RCTI Series 1.6 15.1
17 GANJARAN HIDUP(R) ANTV Series 1.6 10.4
18 GANJARAN HIDUP ANTV Series 1.5 10.1
19 INDRA KETUJUH(R) ANTV Series 1.5 8.8
20 TENDANGAN GARUDA MNCTV Series 1.4 5.7
TV Advertising Revenue
13
Traditional TVC Commercial (15”
and 30” ) during commercial
break
Virtual ads
Built-in sponsorship and off air
events
Build-In AdvertisingTraditional TVC
Advertising Revenue Stream
Virtual Advertising on Drama Series (TOP) Virtual Advertising on Variety Shows (Dashyat)
Content Revenue
15
Pay TV
OTTProduced for
All the local content is sourced from the Group/s content library and
produced in house
Library is monetized by selling to FTA, Pay-TV, and OTT in both Indonesia
and Overseas
Revenue is generated from advertising and subscription
Indonesia and overseas
16
Content Revenue (Including Digital Content)
Content business is growing, content revenue is derived not only from FTA, but also
from digital platforms in Indonesia and overseas
More than 300.000 hours of content library to sell
18
Notes:1 Per 31 Dec 172 For period 2010-20173 Media Partners Asia 2017 Report4 Monthy Average period Jan-Dec 2017
IDR 81kARPU(4)
5
9
101 Branches
Extensive In-house
Distribution and
Sales Network
10
MNC NowOTT Services
2.5 MMSubscribers(1)
1 2
17.5%Subscriber
CAGR(2)
3
NationwideCoverage
Using S-band & DTH
Technology
4
58%Market
Share(3)
6
1.08%Churn Rate(4)
7
137Channels
33Exclusive
Channels
8
Exclusive
MNC Vision -Overview
Notes:
1 Per 31 Dec 2017
2 Churn Monthly Average 2017
3 ARPU Monthly during 2017
22
IDR 297kARPU
Residential(3)
5
3
175kResidential
Customers(1)
4
253Enterprise
Customers (1)
7Up to
1 GbpsInternet speed
8
177Channels
2
In 6 Cities
1
1209kHomes
Passed(1)
6
1.69%Churn Rate (2)
MNC Play- Overview
ONLINE MEDIA – EXCITING OPPORTUNITIES
22
Letang (www.joymeng.com) a fast growing mobile games company inChina.
Okezone.com is an online portal of news and entertainment focusing onIndonesian readers both in the homeland and those living abroad.Currently www.okezone.com receives more than 3 mio unique dailyvisitors.
MNC Shop, Joint Venture with GS Home Shopping No.1 Home ShoppingChannels. The first 24 hours integrated TV and online shopping service inIndonesia.
23
Very Excited About Mobile Games and Mobile App in China
Boonie Bear and Armor Heroes achieved more than 320 million download since early 2014
Fu Mu Bang, parenting activities application with high growth momentum have over 2 million subscribers at end of 2017
Bonnie Bears Armor Heroes Fu Mu Bang App