Download pdf - Aegis Investor Day 2010/media/Files/A/Aegis-Group-Plc/pdf/Investors/as… · Aegis Media Asia Pacific Scale and digital – including Mitchell Aegis Media Asia Pacific - revenue source,

Aegis Investor Day 2010 Aegis Media Asia Pacific

Nick Waters, Nick Waters,

CEO Aegis Media Asia Pacific

3 December 2010

Ad spend in Asia PacificBy market

Forecast annual absolutead 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 2012Digital 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 2011Significant 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


� 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


� Tier 3-5 cities

� Digital media software

� Digital agencies

China Priorities

� Out of home

− Provincial

− Digital

− Transport



� New strong local management team established

� Build media scale

� Out of home

India Priorities

� Event marketing

� Retail



� Japan

− Digital creative

− Analytics

− Local major

Japan-Korea Priorities

− Local major

� Korea

− Media scale

− Digital NowLab



� 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



� 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 Media Asia PacificScale and digital – including Mitchell

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

13%

31%150,000

200,000

GBP 000s


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 PacificThird in the region

13%

31%

7%

23%

9%

62%

31%

7%

49%


New businessMajor local advertisers


New businessExtending international client relationships


Campaignasia, Nov 2010


New businessLive opportunities


Agency of the Year

� Carat Asia Pacific

� Isobar Asia Pacific

� Carat China

� Isobar China


� 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
