Strawbear Entertainment Group · HKEX:2125
Strawbear Entertainment — FY2020 Earnings Presentation
21 slides from Strawbear Entertainment's earnings presentation, 2021
Slide 1: 2020 Earnings Presentation
STRAWBEAR ENTERTAINMENT GROUP BRR RRAL 2020 Earnings Presentation
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is solely for the purpose of your reference. This presentation should not be regarded as an indication of, and no reliance should be placed on, the fairness or completeness of the future financial position or results of condition of the Compa
Slide 3: Experience in media industry and equity investment
• About 20 years of experience in media industry • More than 10 years of experience in equity • Produced and/or distributed more than 20 drama investment and management series with over 1,000 episodes • Worked for China Allied Shengshi Culture (Beijing) • The first to initiate the “Online first, TV
Slide 4: Content
Content Business Updates Page 5 Financial Updates Page 12 Outlook Page 17 Chapter 1 Chapter 2 Chapter 3
Slide 5: Chapter 1: Business Updates
— Chapter 1 neu ® ~ c © yn Oo OQ. _ Bus
Slide 6: Strawbear Overview
Strawbear Overview Leading Industry Pioneer Prominent Market Position Robust Operating Results ee dk First to introduce “Online first, Industry ranking among the Strong investment and TV next” best distribution capability Led in cooperating with online video platforms, In terms of the number of the
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Slide 8: Business Overview (Self-Produced Drama Series)
Business Overview (Self-Produced Drama Series) o We commenced producing our own drama series and licensing the related broadcasting rights of these self- produced drama series to major TV channels, top online video platforms and sometimes third party distributors since our inception o Our self-produ
Slide 9: Self-produced Drama Series Distributed in 2020 and Pipeline
Self-produced Drama Series Distributed in 2020 and Pipeline 3 Self-produced Drama Series broadcasted in 2020 & nN The Love Lasts Two Minds Starring: Menglong Yu and Yugi Chen Status: Broadcasted in Feb 2020 Type: Romance Intro: Childhood friends went on their separate ways due to hatred. They met ag
Slide 10: Business Overview (Made-to-Order Drama Series)
Business Overview (Made-to-Order Drama Series) o Provide a full range of drama series production services for the top online video platforms o We charge online video platforms production fees for provision of the overall production services, including cast talents and filming and production crew ass
Slide 11: Drama series filed and ready for filming
Filing and announced, ready for filming Yushen Lin, Lusi Zhao
Slide 12: Chapter 2: Financial Analysis
Chapter 2 Quality Score 9. 38 ¥ -0,1% Financial a Analysis
Slide 13: Revenue Overview
In 2020, our revenue stea Revenue Overview Revenue In RMB million YOY (%) = 1,000 900 800 700 600 542.9 500 400 300 200 100 0 2017 Others 18.8 mg Made-to-order drama 52 series . @ Outright-purchased drama 423.1 series mi Self-produced drama 95.8 series 108.8 516.3 Gross Profit In RMB million 300 250
Slide 14: Key Financial Ratios
Key Financial Ratios Adjusted ROA* Current Ratio 2019 2020 2019A 2020A 4.20% 6.69% Adjusted ROE* Debt/Equity Ratio 2019 2020 2019A 2020A 38.40% 62.46% 118.3% 64.2% * Adjusted ROA= Adjusted net profit divided by the arithmetic mean of the opening and closing balances of total assets of the same year
Slide 15: Adjusted Net Profit
Adjusted Net Profit * Adjusted net profit rose from RMB65.4 million in 2019 to RMB130.0million in 2020, approximately an increase of 100.1% Adjusted Net Profit (2017-2020) 140,000 130.88 In RMB million 120,000 100,000 80,000 64.03 60,000 51.52 40,000 20,000 2017 2018 2019 2020 “Adjusted net profit a
Slide 16: Financial Data: Income Statement
Financial Data: Income Statement Pweg Taree ey REVENUE 765,097 952,362 Cost of sales (657,457) (692,541) Gross profit 107,640 259,821 Other income and gains 34,343 24,882 Selling and distribution expenses (33,498) (80,972) Administrative expenses (17,655) (68,017) Other expenses (128) Finance costs
Slide 17: Chapter 3: Outlook
— Chapter 3 Outlook
Slide 18: First Growth Driver — Platform Business Model
——= First Growth Driver — Platform Business Model, Fueling Stable Organic Growth ——— prove the num Integrate premium industry sources into well-established ecosystem Continue to produce To achieve rapid improvement excellent drama series of business performance Revenue IP Selection Screenwriters QO
Slide 19: Cooperate with and potentially acquire drama production companies
To cooperate with and potentially acquire high-quality drama production companies in various market segments Develop a mature 2C content team through business Continue to deepen the content production business and cooperation / potential acquisitions explore new business development opportunities
Slide 20: Exposure Popularity Traffic
• • Exposure Popularity Traffic
Slide 21: Q&A
Ww BRR RRAL O&A
Strawbear Entertainment Group — FY2020 Earnings Presentation on 6ix