Media Chinese International Ltd · HKEX:685
Media Chinese International — H1 FY2013/14 Earnings Presentation
29 slides from Media Chinese International's earnings presentation, November 2013
Slide 1: FY2013/14 Interim Results Presentation
Media Chinese International Limited FY2013/14 Interim Results Presentation November 2013 1 Stock Code: (Malaysia) 5090 ; (Hong Kong) 685
Slide 2: Agenda
Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 2
Slide 3: Corporate Portfolio – Background & Products
Corporate Portfolio – Background & Products Media Chinese (Dual Primary Listed) Greater China Southeast Asia North America Digital Media Toronto Ming Pao MP Daily News (HK) Sin Chew Daily Vancouver Ming Websites Yazhou Zhoukan China Press Pao Mobile Applications Over 10 magazines
Slide 4: Corporate Portfolio – History of Products
Corporate Portfolio – History of Products Publishing since In publication for • Nanyang Siang Pau 1923 90 years • Sin Chew Daily 1929 84 years • China Press 1946 67 years • Ming Pao Daily News (Hong Kong Edition) 1959 54 years • Ming Pao Monthly 1966 47 years • Ming Pao Weekly 1968 45 years • Yazhou
Slide 5: Corporate Portfolio - Printed Product Brands
Corporate Portfolio- Printed Product Brands 5
Slide 6: Corporate Portfolio – Digital Media Brands
Corporate Portfolio – Digital Media Brands Online Media (Southeast Asia) Online Media (Hong Kong) Mobile Media Online Media (Mainland China) Online Media (Canada) 6 More than 40 Websites & numerous Mobile Services
Slide 7: Agenda
Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 7
Slide 8: Market Share in Malaysia and Hong Kong
Market Share in Malaysia and Hong Kong MALAYSIA Period from 1 July 2012 to 30 Jun 2013 Chinese Newspapers Readership Ranking in Malaysia Sin Chew -Sin Chew Daily 1,225,000 No. 1 -Guang Ming Daily 368,000 No. 3 Nanyang -China Press 1,026,000 No. 2 -Nanyang Siang Pau 89,000 SCMC & NPH SUB TOTAL 2,708,
Slide 9: YTD Adex for YTD September 2013 in Malaysia
YTD Adex for YTD September 2013 in Malaysia YTD Adex (Jan – Sep 2013) Total Adex (RM) NPPS : 3,323m 3.2% Magazines : 92m TV (FTA) : 2,242m Pay TV : 3,394m Radio : 337m 31.4% Outdoor : 96m POS : 99m Cinema : 25m NPPS : 3.7% RM 9,607m Magazines : 12.1% TV (FTA) : 1.4% 19.8% Pay TV : 74.5% Radio : 5.9%
Slide 10: Adex for Total Newspapers in Malaysia
Adex for Total Newspapers in Malaysia Adex for total Newspapers for YTD Sep’13 VS YTD Sep’12 YTD Sep’13 YTD Sep’12 Variance Variance RM’ million RM’ million RM’ million % English 1,300.7 1,216.0 84.7 7% Malay 1,026.7 1,045.7 (19.0) (2%) Chinese 978.7 925.4 53.3 6% Tamil 16.5 15.5 1.0 6% TOTAL 3,322.
Slide 11: Share Of Advertising Expenditure In Malaysia Media YTD September 2013
Share Of Advertising Expenditure In Malaysia Media YTD September 2013 Total Adex (RM): 2,974.0 million Adex for Total Newspapers : RM 3,322.6 million Newspapers in West Malaysia: RM 2,974.0 million Newspapers in East Malaysia : RM 348.6 million Source: NMR Adex Report 11
Slide 12: Total Adex for Jan-Sept 2013 in Hong Kong
Total Adex for Jan-Sept 2013 in Hong Kong Total Adex Jan-Sept 2013 Total Adex (HKD) Interactive Others 8% 13% NPPS : 24,896 m Magazines : 10,262 m 5% TV : 24,063 m Radio 3% TV 31% Radio : 2,683 m Interactive : 6,357 m Magazines 13% 7.7% & Mobile Others : 9,865 m NPPS 32% NPPS : 7.8% Magazines: -1.3%
Slide 13: Agenda
Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 13
Slide 14: Financial Performance Highlights (Unaudited)
Financial Performance Highlights (Unaudited) Interim Financial Performance - Turnover Half Year Results (US$ million) 2013/14 2012/13 Malaysia & other SEA countries 145.2 144.3 Hong Kong, PRC & North America 47.2 52.2 Travel and travel related services 59.4 48.2 Total Turnover 251.8 244.7 Interim Fi
Slide 15: Financial Performance Highlights (Unaudited)
Financial Performance Highlights (Unaudited) Interim Financial Performance - EBITDA Half Year Results (US$ million) 2013/14 2012/13 (Restated) Malaysia & other SEA countries 37.6 34.5 Hong Kong, PRC & North America 2.6 5.2 Travel and travel related services 4.7 1.9 EBITDA 44.9 41.6 15
Slide 16: Financial Performance Highlights (Unaudited)
Financial Performance Highlights (Unaudited) (US$ million) 30 Sept 2013 30 Sept 2012 % Variance (Restated) Shareholders’ equity* 207.6 418.0 -50.3% Earnings per share (US cents) 1.51 1.67 -9.6% Dividend per share (US cents)** 0.750 0.673 +11.4% Net assets per share (US cents)*** 12.31 24.77 -50.3% R
Slide 17: Profit Before Tax (Six months ended 30 Sept)
Profit Before Tax (Six months ended 30 Sept) US$’000 PBT (Six months ended 30 Sep) 40000 35000 38,725 37,808 37,051 35,650 30000 25000 20000 23,166 20,779 15000 10000 5000 0 2008 2009 2010 2011 2012 2013 (Restated) Year 17
Slide 18: Dividends (exclude Special Dividend)
Dividends (exclude Special Dividend) Dividend per share Dividend pay out PATMI (USD) (US cents) ratio 30 Sept 2013 25,393,000 0.750 50% 30 Sept 2012 28,372,000 0.673 40% 18
Slide 19: Agenda
Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 19
Slide 20: Future Plans & Strategies: Proposed Spin-off of Charming Holidays
Future Plans & Strategies 1) Proposed Spin-off of Charming Holidays ~ Ongoing 20
Slide 21: Future Plans & Strategies: e-Education Business
Future Plans & Strategies 2) e-Education Business a) Education Solution ~ i-Read ~ i-Class ~ i-Campus ~ Campus TV b) Printing & Digital Education Markets A resourceful team has been formed to ensure smooth operations. The Group has decided to concentrate efforts on promoting products related to the
Slide 22: Future Plans & Strategies: Connect Media Company Limited
Future Plans & Strategies 3) Connect Media Company Limited ~ A high-speed waterborne passenger transportation advertising platform ~ Jointly formed by One Media and Chu Kong Shipping Enterprises (Group) Company Limited (stock code: 560.HK) in Nov 2012 ~ Still at an early investment stage, expected t
Slide 23: Future Plans & Strategies: Sin Chew expands into Sabah market
Future Plans & Strategies 4) Sin Chew expands into Sabah market • Set up a printing plant in Kota Kinabalu, Sabah. • Target to commence printing in first quarter of 2014. • Sabah is only state in Malaysia that we have yet to actively market our papers due to high transportation cost. • Sabah market
Slide 24: Future Plans & Strategies: Sabah Plant Photo
Future Plans & Strategies Sabah Plant Photo:- 24
Slide 25: Future Plans & Strategies: Malaysian Operations Web Apps Development
Future Plans & Strategies 5) Malaysian Operations Web Apps Development • E-Magazines. • E-Papers. 25
Slide 26: Future Plans & Strategies: E-Magazines Apps
Future Plans & Strategies E-Magazines Apps: Life Magazines’ Titles Apps Launched on January 2013 Subscription based paid service 26
Slide 27: Future Plans & Strategies: E-Papers Apps
Future Plans & Strategies E-Papers Apps: Nanyang Siang Pau E-Papers launched on Sep-13 To launch soon: Sin Chew Daily China Press Guang Ming Daily Subscription based paid service 27
Slide 28: Thank you
[ie Thank you 28
Slide 29: Looking Forward Statements
Looking Forward 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
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