G.h.y Culture & Media Holding Co., Ltd. · SGX:XJB
G.h.y Culture & Media — Investor Presentation (December 2021)
40 slides from G.h.y Culture & Media's investor presentation, December 2021
Slide 1: Corporate Presentation – Investor Meetings
Corporate Presentation – Investor Meetings December 2021
Slide 2: Disclaimer
Disclaimer This presentation is prepared for information purposes only, without regard to the objectives, financial situation nor needs of any specific person. This presentation does not constitute an offer or solicitation of an offer to sell or invitation to subscribe for any securities nor shall i
Slide 3: Content
Content Sections 1 About G.H.Y Culture & Media 4 2 GHY Value Proposition 9 3 6M2021 Business Update 18 4 Business Strategies and Growth Plans 21 5 Appendix – Company Overview 33 6 Appendix – Industry Outlook 37 3
Slide 4: Section 1: About GHY
Section 1 About GHY “The Little Nyonya 小娘惹”
Slide 5: Leading player in the media and entertainment industry
Leading player in the media and entertainment industry Growth is supported by increasing internet penetration rates(1) Connecting people through innovative online video and content TV Program and Costumes, Props and Film Production Concert Production Make-up Services and Services Talent Management S
Slide 6: Overview of businesses and revenue models
Overview of businesses and revenue models Diversified business segments across the value chain Businesses Types of revenue models Working Partners / Customers / Artistes TV Program and Film 1. Engaged by the customer for production by the Group for a fixed fee Production 2a. Produced by the Group an
Slide 7: Growing regional presence
Growing regional presence Establishing our footprint in Singapore and growing into SEA Costumes, Props and TV Program Make-up and Film Concert PRC (1) Services and Japan Production Production(2) Talent Services Management Services Hong Kong PRC1 Singapore Thailand Malaysia Malaysia
Slide 8: Key milestones since inception
Key milestones since inception Charting a progressive growth trajectory 2020 Released the following dramas "The Little Nyonya 小娘惹" on iQIYI and CCTV "Perfect Village 最美的乡村" on CCTV “Dance of the Sky Empire 天舞纪” on iQIYI “Frontliners 最美逆行者” on CCTV 2019 Completed production of the all 7 f
Slide 9: Section 2: GHY value proposition
Section 2 GHY value proposition “The Ferryman: Legends of Nanyang 灵魂摆渡之南洋传说”
Slide 10: Key competitive strengths
Key competitive strengths Differentiating with our value proposition Ability to produce high quality and well-received dramas and films underpinned by end-to-end production capabilities Management bench strength with experience and capabilities spanning the whole business value chain Strong network
Slide 11: Track record of commercial success
Track record of commercial success Testament to the high-quality content produced Commercial success of the dramas and films “The Little Nyonya 小娘惹” - Production in Singapore, Malaysia and PRC Ability to identify changes in consumer preferences through active ongoing engagements with leading Bro
Slide 12: Well-positioned within the drama production value chain
Well-positioned within the drama production value chain Adding strategic value across the film and drama production ecosystem Value Chain of Drama Series Licensing Fee Upstream IP Owner Investor Copyright Licensing We are involved in end-to-end production of TV and web dramas and films Midstream Scr
Slide 13: Control and flexibility with production timelines
Control and flexibility with production timelines Executing a progressive rollout throughout the year for earnings visibility 1 to 2 months 1 to 4 months(1) 1 to 2 months Approx. 3 to 8 months Broadcast and/or Feasibility Study Preparation Work Production Post-Production Distribution • Taking into c
Slide 14: Project pipeline for TV Program and Film Production business
Project pipeline for TV Program and Film Production business Leveraging on experience and strong relationships to develop new entertainment content FY2020 saw the completion and/or release of 6 dramas, 1 online short-form video series and 1 film series of revenue amounting to approximately S$108.5m
Slide 15: Management bench strength
Management bench strength Experience and capabilities spanning the Group’s business value chain Guo Jingyu Executive Chairman and Group CEO >25 years of experience as a producer, drama director and scriptwriter Formerly director, producer and scriptwriter with Perfect World Chairman of Youth C
Slide 16: Strong network of business relationships and partnerships
Strong network of business relationships and partnerships Across TV networks, video streaming platforms and other production companies TV Networks and Video Streaming Platforms Production Partners Quality of dramas and films and Management team’s experience enable the Group to establish a strong net
Slide 17: Growing portfolio of artistes
Growing portfolio of artistes Contribute to the success and track record of Concert Production business Secured long-term concert production rights for popular and well-known singer- songwriter Jay Chou in 6 countries(1) Sold-out Jay Chou concerts held in January 2020 at Singapore’s National Sta
Slide 18: Section 3: 6M2021 Business Update
Section 3 6M2021 Business Update “Horror Stories of Dynasty Tang 唐朝诡事录”
Slide 19: Recent business highlights
Recent business highlights Capturing opportunities amidst market headwinds to strengthen portfolio capabilities The Group continues to invest in content development and its end-to-end production capabilities to expand its portfolio of entertainment content and products. JAN JUN JUL AUG Enhanced scri
Slide 20: Production milestones in 6M2021
Production milestones in 6M2021 Stronger second half expected with upcoming drama and projects Completed Released TV drama series Horror Stories of Films I Come From Beijing – Tang Dynasty Heavenly Blessings 唐朝诡事录 我来自北京之 福从天降 Ongoing I Come From Beijing – TV drama series Sisterhood The Rise of the P
Slide 21: Section 4: Business Strategies and Growth Plans
Section 4 Business Strategies and Growth Plans “The Hou Mansion 侯门”
Slide 22: Expanding international reach and regional presence
Expanding international reach and regional presence Penetrating new markets in Southeast Asia by expanding our foothold from Singapore Expand regional production capacity and distribution capabilities • Strengthened regional office network with appointments of industry veterans • JV investment in Xi
Slide 23: Investing strategically in high value post-production capabilities
Investing strategically in high value post-production capabilities Building 5G content technology hub in Singapore • Evolving viewership preference for engaging, high-definition visual experiences drive strong demand for quality animation and VFX content • Increasing consumption on streaming digital
Slide 24: Growing the Online-2-Offline (O2O) ecosystem
Growing the Online-2-Offline (O2O) ecosystem Leveraging on technological advances to diversify portfolio of entertainment content • Identifying new growth adjacencies while driving synergies across existing core businesses • Capitalise on the commercial success of the Group’s dramas, films and conce
Slide 25: Capitalising on the evolving trends for growth
Capitalising on the evolving trends for growth Successfully expanded content offerings to short-form videos • Strengthened partnerships with both streaming entertainment platforms and linear TV • Affordable paid content to capture younger millennial and Gen Z audience Average Daily Active Users Aver
Slide 26: Diversifying into multi-level entertainment offerings
Diversifying into multi-level entertainment offerings Monetising the proprietary entertainment content and increasing revenue streams • Rollout of musicals to amplify outreach and publicity of our top-quality productions while capturing the pent-up demand for live performances in PRC AUG Completed O
Slide 27: Preparing for ramp-up in Concert Production Business
Preparing for ramp-up in Concert Production Business Partnering more artistes and growing the talent portfolio to support core business PRC Japan Maintains a small team to manage operating costs but has the flexibility and agility to ramp up once concert dates are confirmed given the long-standing
Slide 28: Nurturing future talents and bolster local talent
Nurturing future talents and bolster local talent Supporting our ambitions to expand our regional footprint Identify and promote talent across Southeast Asia • Provide valuable exposure to end-to-end production capabilities and opportunity to learn from industry professionals • Tie-ups with indust
Slide 29: Driving synergies across various segments
Driving synergies across various segments Maximising value and positioning for growth across the entertainment value chain • Enhancing growth potential by strengthening GHY’s value-added business segments • Continue to grow our pool of over 60 artistes across the region • Exploring collaboration opp
Slide 30: Elevating the community that we live in
Elevating the community that we live in Embracing the spirit of sharing and caring while growing our human capital Responding to needs of the society Enriching the industry ecosystem Providing “Real-World” Providing apprenticeship Providing financial assistance experience through and training to ind
Slide 31: Summary
Summary Building an entertainment ecosystem to be a leading player in Asia Pacific Ability to produce high quality Management bench strength and well-received dramas and with experience and films led by capabilities spanning the whole end-to-end production business value chain capabilities Sustainab
Slide 32: The Ferryman: Legends of Nanyang
The Ferryman: Legends of Nanyang Riding on The Success of The Ferryman Drama Series The Ferryman The Ferryman The Ferryman: TV Drama Series(1) Film (1) Legends of Nanyang 2014 - 2016 2018 August 14, 2021 iQIYI iQIYI iQIYI Distribution: PRC Distribution: PRC Distribution: Overseas Viewership: 6 billi
Slide 33: Appendix: Company Overview
Section 4 Appendix: Company Overview “The Little Nyonya 小娘惹”
Slide 34: Production team
Production team Including award-winning scriptwriters Guo Jingyu Xiao Ji Xiang Tian / Yeo Saik Pin 魏风华 Wei Fenghua 张弘弢 Zhang Hongtao Han Xiao Tian Producer / Scriptwriter / Scriptwriter Scriptwriter Director, previously Vice Best Screenplay for Best Web Drama President of Mediacorp “The Most Beautif
Slide 35: Production team
Production team Including producers involved in notable dramas and films in the PRC 薛鑫 Xue Xin 王冰 Wang Bing Leads the PRC Production Team Producer “Rush Year 刀锋1937” “The Legend of the Condor Heroes “The Red Lady 红娘子” 射雕英雄传（2017版）” “Brave Heart 2 勇敢的心” “Handsome Siblings 绝代双骄 “The Blue Blade 火蓝刀锋” （
Slide 36: Production team
Production team Directors with years of experience in the media and entertainment industry in the PRC 柏杉 Bai Shan Director “The Red Lady 红娘子” “Yangko Dance 大秧歌” “Brave Heart 勇敢的心” “Heroes 大侠霍元甲” 满意 Man Yi / Ju Xing Mao 信鹏 Xin Peng Director Director “The Ferryman 灵魂摆渡” Series “Candle In The Tomb 鬼吹灯”
Slide 37: Appendix: Industry Outlook
Section 5 Appendix: Industry Outlook “The Little Nyonya 小娘惹”
Slide 38: High internet penetration to capture PRC Drama Series market
High internet penetration to capture PRC Drama Series market Web series market expected to post 11.1% CAGR from 2019 to 2024 to hit RMB30.5b Category Description Channels available Key Drivers Drama series with distribution licenses Both TV channels and PRC Internet Penetration Rate TV series issued
Slide 39: Wider commercialisation opportunities with online video platforms
Wider commercialisation opportunities with online video platforms Fueling higher revenue and budget to invest in premium drama series content TV Channels Implementation of the “One TV Series, Two Satellite TV Channels”(1) policy intensified competition among the TV channels for superior TV series On
Slide 40: Expected gradual recovery in Concert markets
Expected gradual recovery in Concert markets Total box office receipts to hit RMB2.8b and US$2.6b in PRC and SEA by 2024 Industry Value Chain Analysis Key Drivers • PRC concert market is largely driven by a selected pool of popular artistes, such as Jay Chou, Jacky Cheung and Mayday (in terms of num
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