Alma Media Oyj · OMXHEX:ALMA
Alma Media Oyj — Investor Day (November 2008)
22 slides from Alma Media Oyj's investor day presentation, Nov 6, 2008
Slide 1: Marketplaces towards 2010
Marketplaces towards 2010 Raimo Mäkilä November 6, 2008
Slide 2: Marketplaces online vision and superior offerings
Superior offerings in high- Marketplaces online vision value product categories * real estate • To be the market leader in * cars * jobs online Marketplaces * heavy equipment business in Finland * C to C, Mikko Benefits to consumers • To be a major player in Top-of-mind brand European online The
Slide 3: Market leader in Finland: Monster.fi
Market leader in Finland Monster.fi • Job advertising and CV Job advertising market share % database 25,0 14,0 % • Established 1998 20,0 12,0 % • 70,000 weekly users 9/2008 15,0 10,0 % 8,0 % 90% of revenues from Total Markets • 6,0 % Monster market share advertising 10,0 4,0 % 5,0 • 11.9-% share of
Slide 4: Market leader in Finland: Etuovi.com
Market leader in Finland Etuovi.com • Real estate online and in print Real Estate adv. market share % • Established 1996 • 330,000 weekly users 10/2008 20 • 58,000 objects 10/2008 • Print 1 million copies every 15 2,9 3,2 Etuovi Net second week, 5 cities, free 10 2,3 4,7 5,6 6,8 9,5 delivery 0,1 11,
Slide 5: Market leader in Finland: Autotalli.com
Market leader in Finland Autotalli.com • Used and new cars Used cars adv. market share % • Established 2001 9,00 9,0 % • 100,000 weekly users 10/2008 8,80 8,0 % • 44,000 cars 10/2008 8,60 7,0 % 8,40 6,0 % Total Market M€ 8,20 5,0 % Autotalli share % M eu r • 8.0% of the total used cars ad 8,00 4,0 %
Slide 6: Market leader in Finland: Mikko.fi
Market leader in Finland Mikko.fi • Established 2007 • General classifieds auction and sale • 85,000 weekly users 10/2008 • Integrated into Newspapers – advertising channel – auction campaigns • Still in content and traffic building phase • Over MEUR 1 invested in 2008 – target to break even at the
Slide 7: To be a major player in European online marketplaces business
To be a major player in European online marketplaces business
Slide 8: Mascus.com — Europe-wide marketplace
Mascus.com— Europe-wide marketplace • Heavy machinery online • Established 2000 • 100,000 weekly users 10/2008 • 23 languages, 21 countries • Expansion through licensing model – local partners for sales and marketing Lokakuu 2008 8
Slide 9: Mascus countries
Mascus countries Lokakuu 2008 9 Tele sales Own offices Licence partners Less than 10 customers in 3 countries in 4 countries in 17 countries or no sales
Slide 10: City24
City24 Growth slowing because of the credit crisis Sales downturn in the Baltic countries in 2008 Market is hyperactive in Moscow, nobody is making money Ukraine and Poland promising in 2008 New countries Bulgaria and Croatia: slower development as expected Serbia just launched, good timing of the s
Slide 11: City24 in Eastern Europe
City24 in Eastern Europe The most valuable real estate network • Concentrating on the development of the existing countries • Platform development together with Etuovi • Synergies between countries Real estate online • Content quality and quantity as a Established 2000 focus area 300,000 weekly user
Slide 12: Motors24 in the Baltics
Motors24 in the Baltics • Used and new cars online • Established 2003 • 60,000 weekly users 10/2008 • Baltic countries – Estonia, Latvia, Lithuania • The only Baltic-wide used car site • Building content and traffic • New platform together with Autotalli Lokakuu 2008 12
Slide 13: Bovision+, real estate and commercial properties
Bovision+, real estate and commercial properties • Established 1996 • 100,000 weekly users 10/2008 • In Sweden, also commercial premises: Objektvision.se • Challenging market conditions in 2008 Lokakuu 2008 13
Slide 14: Marketplaces strategy in Russia
Marketplaces strategy in Russia Lokakuu 2008 14
Slide 15: Marketplaces business in Russia
Marketplaces business in Russia Strong print products dominate the market • Marketplaces advertising value ca. MUSD 600 in 2007. Growth average 20% during the past few years. Main categories are cars, real estate and jobs. • Geographically wide area covered by two strong players: Trader Media East ,
Slide 16: Internet in Russia
Internet in Russia Geographically varying situations 32.7 million users, 29-% penetration among 18+ years, spring 2008 In Moscow penetration >60% Lokakuu 2008 16 Source: Public Opinion Foundation
Slide 17: Moscow: City24.ru
Moscow: City24.ru Market in turbulence U n iq u e V is ito rs in R u s s ia (m o n th ly) 140 0 00 • Internet hype started during 2007; 120 0 00 new services popping up frequently: 100 0 00 – Number of real estate portals ca. 100 80 0 00 – Ca. 70 new portals within one year 60 0 00 40 0 00 • Custome
Slide 18: In Moscow: Internet hype and strong print market
In Moscow: Internet hype and strong print market More potential in other big cities • In other big cities (population over 1 million) the media market is in good growth, 15-20% annually – moderate competition and online market in its early stages Vologda Tula • The most interesting cities for Alma M
Slide 19: Acquisitions of strong classified print products as a vehicle to enter the markets
Acquisitions of strong classified print products as a vehicle to enter the markets Expanding to online marketplaces I. ACQUISITION TARGETS II. BUILDING UP THE INTERNET BUSINESS • Interesting classified generalist • Start up internet business beside and real estate print products print business avail
Slide 20: Big cities media market outside Moscow
Big cities media market outside Moscow Newspaper market share 15–50% • Population in each city almost M e d ia m a rk e t 2 0 0 7 , M E U R the same 106 99 98 100 80 69 63 60 40 • Production output varies a lot 40 30 27 26 16 20 8 0 Novosibirsk Rostov Samara Omsk Ufa Chelyabinsk Tula Vologda Ekateri
Slide 21: Marketplaces advertising in big cities
Marketplaces advertising in big cities Market in print viable for many years, internet still in early stage • Strong print players dominate the N ew sp ap er m ark et 2007 M E U R market 50 49 • Strong growth during the past years; 45 41 40 35 35 20-40% annually 30 25 20 17 • Generalist papers: 15 1
Slide 22: Thank you!
Thank you!