Media Chinese International Ltd · HKEX:685
Media Chinese International — Shareholder Meeting (August 2022)
22 slides from Media Chinese International's shareholder meeting presentation, Aug 19, 2022
Slide 1: AGM Presentation: Strategy Update and FY22 Results
AGM Presentation Strategy Update and FY22 Results 19 August 2022
Slide 2: Agenda
Agenda 1. FY 2022 Recap 2. Key Financial Highlights 3. Business Outlook 4. Strategic Update 5. Our Approach to ESG 1
Slide 3: FY 2022 Recap
FY 2022 Recap ▪ Negative COVID-19 impact on the Group • Hong Kong’s strict border controls require incoming vaccinated residents to quarantine for 7 days • China’s “Zero COVID” policy prolonged lockdown in China could have a significant impact on Malaysia and Hong Kong operations ▪ Geopolitical and
Slide 4: Adex Malaysia
Adex Malaysia (April to March) Cinema Total Adex (2022) Radio 0.5% Digital Media In-Store Media 8.5% 3.0% Magazines 0.3% RM12,933m 0.2% TV (FTA) 27.8% 26% Newspapers 7.1% Total Adex (2021) RM10,270m 2022 2021 % Change Newspapers 916 927 -1.2% Magazines 26 21 24.8% -0.6% TV (FTA) 3,593 2,734 31.4% Pa
Slide 5: Malaysia Newspaper Adex
Malaysia Newspaper Adex 500 -1.9% 400 -4.5% 300 (RM’ mil) +5.0% 200 100 +0.7% - Chinese English Malay Tamil Apr'20 - Mar'21 Apr'21- Mar'22 Source: Independent Market Research Companies 4 (Adex Numbers have not taken into consideration the discounting factor)
Slide 6: Adex Hong Kong
Adex Hong Kong (Apr to March) Total Adex (2022) MTR & Others HKD100,692m 11.9% Newspapers 13.7% Mobile Magazines 18% 27.7% 2.3% Total Adex (2021) HKD85,306m 2022 2021 % Change Newspapers 13,771 14,316 -3.8% -3.2% Magazines 2,345 2,340 0.2% TV TV 31,188 26,704 16.8% Desktop 31.0% Radio 4,199 3,811 10
Slide 7: FY22 Key Financial Highlights
FY 22 Key Financial Highlights Resilient performance in challenging conditions GROUP REVENUE PROFIT/(LOSS) BEFORE TAX EBITDA (US$ '000) (US$ ‘000) (US$ ‘000) +5.8% +246.2% +13.6% 8,284 122,387 1,999 115,679 7,294 FY2021 FY2022 FY2022 FY2021 FY2022 (1,367) FY2021 6
Slide 8: FY22 Key Financial Highlights
FY 22 Key Financial Highlights Resilient performance in challenging conditions EARNINGS PER SHARE DIVIDEND PER SHARE NET ASSETS PER SHARE (US CENTS) (US CENTS) (US CENTS) +125% +50% -2.1% 0.15 9.84 0.10 0.02 9.63 FY2022 FY2021 FY2022 FY2021 FY2022 (0.08) FY2021 7
Slide 9: Business Outlook - Challenging Market Environment
Business Outlook - Challenging Market Environment ▪ Global growth outlook uncertain • Inflationary pressure • Rising interest rates • Russia Ukraine impact • US-China tension over Taiwan & Tariff wars ▪ Cost pressures • Rising newsprint prices • Staff cost pressure for recruitment and retention of y
Slide 10: Our Strategic Priorities
Our Strategic Priorities We are well-positioned to leverage on the recovery, and our 3 strategic pillars:- ▪ Diversifying revenue streams through integration of all platforms ▪ Accelerate digital audience and revenue ▪ Efficient Cost Management 9
Slide 11: Strategic Update (Hong Kong)
Strategic Update (Hong Kong) • Market channels expansion - Beyond Print • Driving results for customers through bundling products/multi platforms • Increasing brand value through content marketing Opinion leaders Paid Webinars Expos Social media Live Video Facebook feed Productions e-Commerce 10
Slide 12: Strategic Update (Hong Kong)
Strategic Update (Hong Kong) - Integration opportunities generating revenue across China and Greater Bay Areas 11
Slide 13: Strategic Update (Malaysia)
Strategic Update (Malaysia) - Leveraging our brands and audiences for events/fairs to create new business opportunities - Developing new products Nanyang 100 Years Elite Books Launch Property Fair, Health Fair, Education Fair, Food Bazaar and etc. 12
Slide 14: Strategic Update: Selling digital audiences
Strategic Update - Selling digital audiences not just platforms Launched “M-Lab“ - a one stop solution to reap gains from integrated marketing and digital analytics capabilities • Tied-up with creative, advertising sales, content creation, distribution, data analytics and marketing • Enhance custome
Slide 15: Strategic Update: New digital products
Strategic Update - Sense and seek new opportunities, adding new digital products New Digital Products launched: - 就酱YOUNG - Sin Chew E-Guide - mywheels.my - Nanyang Property 14
Slide 16: Strategic Update: Audience engagement
Strategic Update - Growing through audience engagement • Enhancement of Sin Chew+, China Press & Ming Pao Membership offerings through providing premium content • Exclusive online events with health specialists, industry experts and etc. • More personalised and relevant content 15
Slide 17: Strategic Update (Malaysia): Page views
Strategic Update (Malaysia) - Strong momentum in page views Total Page Views Unique Visitors as at 31 March 6,000,000 30,000 5,000,000 25,000 UNIQUE VISITORS (000) PAGE VIEWS (000) 4,000,000 20,000 3,000,000 15,000 2,000,000 10,000 1,000,000 5,000 - - 2019 2020 2021 2022 2019 2020 2021 2022 “inflate
Slide 18: Strategic Update: Digital revenue accelerating
Strategic Update - Digital revenue accelerating DIGITAL AD REVENUE AS % OF TOTAL AD REVENUE 40% 35% 31% 30% 28% % OF TOTAL AD REVENUE 25% 20% 14% 15% 10% 10% 7% 5% 5% 0% 2017 2018 2019 2020 2021 2022 17
Slide 19: Strategic Update: Efficient cost management
Strategic Update - Efficient cost management • Maintained cost discipline • Relatively high newsprint stock cushioning the rising newsprint prices • Optimization of printing network • Driving operational efficiency & synergies 18
Slide 20: Our Approach to ESG: Four Pillars
Our Approach to ESG : Four Pillars - We are honoured to be included in FTSE4Good Bursa Malaysia Index See our Annual Report for additional information and detailed disclosures 19
Slide 21: Forward Looking Statements
Forward Looking Statements This presentation includes certain forward-looking statements. All statements, other than statements of historical facts, that address activities, events or developments that Media Chinese International Ltd expects or anticipates will or may occur in the future are forward
Slide 22: Thank You
T HA NK YOU! 21
Media Chinese International — Shareholder Meeting (August 2022) on 6ix