Transmit Entertainment Ltd. · HKEX:1326
Transmit Entertainment — 1H FY2019/20 Earnings Presentation
41 slides from Transmit Entertainment's earnings presentation, Feb 27, 2020
Slide 1: FY2019/20 Interim Results Presentation
Transmit Entertainment Limited (Stock Code: 1326.HK) FY2019/20 Interim Results Presentation 27 February 2020
Slide 2: Contents
Contents 1. Introduction 2. Financial Information 3. Business Development 4. Prospects 2
Slide 3: Introduction
Introduction
Slide 4: Transmit Entertainment
Transmit Entertainment Formerly known as Pegasus Entertainment Holdings Limited. On 13 December 2017, the controlling shareholder has been changed from Mr. Wong Pak Ming to Mr. Zhang Liang, Johnson. The company was renamed to Transmit Entertainment. The first Hong Kong-listed company to successfully
Slide 5: Industry Drivers
Industry Drivers Leveraging on the penetration of online consumption channels and the rise of new e-commerce models, Transmit Entertainment has been exploring diversified realization models proactively through the expansion of artist groups and the entry into celebrity markets, so as to broaden our
Slide 6: Core Business — Houhai Culture
Core Business — Houhai Culture Houhai Culture is a professional film and TV planning and production team extensive industrial experience and human resources in film and TV planning, production and distribution capable of independent scriptwriting, shooting, post-production, distribution and marketin
Slide 7: Recent Acquisition — Wenlan Cultural
Recent Acquisition — Wenlan Cultural On 10 September 2019, the Group has announced that it will acquire 60% equity interest of Wenlan (Shanghai) Cultural Communication Co., Ltd. ("Wenlan Cultural") for an aggregate consideration of RMB96,000,000. Wenlan Cultural is a professional team principally en
Slide 8: Financial Information
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Slide 9: Financial Summary — Statement of Profit or Loss (key items)
Financial Summary — Statement of Profit or Loss (key items) (HK$ Millions, unless otherwise specified) 1H FY2018/19 1H FY2019/20 Change Revenue 395.28 306.63 (22.43)% Gross profit 174.56 160.57 (8.01)% Gross profit margin 44.16%* 52.36% 8.20 percentage points Other gains and losses and other income
Slide 10: Revenue Contribution from Mainland China Continued to Increase
Revenue Contribution from Mainland China Continued to Increase (HK$ Millions) 395.28 306.63 2% 3% 39% 34% 59% 63% 1H FY2018/19 1H FY2019/20 Change% Change% Film and TV series production, Hong Kong and Macau 55.36% 28.67% copyright and distribution Mainland China 24.66% Film exhibition 16.46% South E
Slide 11: Financial Summary — Statement of Financial Position (key items)
Financial Summary — Statement of Financial Position (key items) (HK$ Millions, unless otherwise specified) As at 30 Jun 2019 As at 31 Dec 2019 Change Cash and cash equivalents 122.70 167.89 36.83% Loans from a related company and 291.19 346.75 19.08% Bank and other borrowings Total non-current asset
Slide 12: Business Development
Pm) CHT ay of eF DUSTINESsS Development
Slide 13: Transmit Entertainment Pyramid
Transmit Entertainment Pyramid Top: Human Capital Body: Contents and IPs Foundation: Branding, Industry Recognition, Complete Service Provider 13
Slide 14: Top: Human Capital
Top: Human Capital 14
Slide 15: Chairman Mr. Zhang Liang, Johnson
Chairman Mr. Zhang Liang, Johnson Mr. Zhang Liang, Johnson is responsible for the overall corporate and business development and strategic direction of the Group, and provides leadership for the Board of Directors. He is an entrepreneur in various industries, focusing on angel investment, venture ca
Slide 16: President Ms. Zhao Wenzhu
President Ms. Zhao Wenzhu Ms. Zhao Wenzhu was appointed as the president of the Company on 17 September 2018. Ms. Zhao completed her Master of Filmography at the Communication University of China. She has about 10 years of experience in mass communications. She is a dynamic leader with broad exposur
Slide 17: Key Management
Key Management Ms. Zhang Tingting Deputy General Manager of Houhai Culture, General Manager of Tianjin Chuan Di Si Li Culture Media Limited (“ ”) ➢ Over 20 years of industry experience, joined Houhai Culture in 2018 ➢ Experience included the broadcasting channel operation and the national promotion
Slide 18: Key Management (Cont'd)
Key Management(Cont’d) Mr. He Xian Producer of Houhai Culture, General Manager of Tianjin Chuan Di Kua Ke Culture Media Limited (“ ”) ➢ 8 years of industry experience, joined Houhai Culture in 2016 ➢ Experience included Hikaru no Go (“ ”), Persuader (“ ”), Three Kingdoms (“ ”), The Lost Tomb (“ ”),
Slide 19: Screenwriters and Directors
Screenwriters and Directors Li Xiaoming Shu Huan Su Biao Wu Qiang Li Yanqian Chinese renowned Director of China Film Famous young Popular young director Young director and scriptwriter, Association, screenwriter in China screenwriter Director of Literature Famous screenwriter of the Group and direct
Slide 20: Artistes
Artistes Yang Yang Song Qian Meng Ziyi Wu Chun Liu Yichang Representative Representative Representative Representative Representative works: works: works: works: works: The Lost Tomb Ice Fantasy The Untamed Martial Universe See You Tomorrow The King’s Avatar Beautiful Secret Ever Night 14 Blades Ran
Slide 21: Artistes (Cont'd)
Artistes (Cont'd) Zhao Lusi Li Jiulin Zhang Linghe Ling Meishi Li Yitong Representative Representative Representative Representative Representative works: works: works: works: works: The Legend of the Qing Nang Zhuan Youth Shao Nv Da Ren Ming Yue Zhao Wo Condor Heroes San Qian Ya Sha Qin Ai De A Ji
Slide 22: Artistes (Cont'd)
Artistes (Cont'd) Yang Chaoyue Wang Ting Sheng Langxi Representative works: Representative works: Representative works: Produce 101 China Lost Love in Times Marry Me Today The Coming One Love And Destiny Dr. Qin Medical Examiner II Heart Signal Sui Sui Qing Lian Delicious Destiny Rampage 20 Marry Me
Slide 23: Body: Contents and IPs
Top: Human Capital Body: Contents and IPs 23
Slide 24: Successful Cases
Successful Cases Bounty Hunters Wong Ka Yan Tomorrow is Another Day Z Storm S Storm L Storm 24
Slide 25: Backlog
Backlog I Love You, Me Too Season 2 Give Me Five Season 3 Young at Style Chuang Zao Hong Ren 101 A propriety variety A proprietary variety A workplace reality show A talent show brand-new romance brand with two seasons targeting young competition featuring detective reality show broadcasted audience
Slide 26: Backlog (Cont'd)
Backlog (Cont'd) Next To The Last Girlfriend Marry Me Today Love Destiny A drama exploring romantic A romantic drama featuring a A phenomenal Thai TV relationships in modern Cinderella-style story series society 26
Slide 27: Backlog (Cont'd)
Backlog (Cont'd) Qian Wan Yu Chun Zhu A Chinese interpretation of L'amica genial (My Brilliant Her Warfare A women’s career development story in the architecture Friend) industry 27
Slide 28: Backlog (Cont'd)
Backlog (Cont'd) Redemption on the Blade A TV series written by famous screenwriter, Zhi Wen, Locard’s Theory A TV series adapted from popular Japanese copyright. revealing hidden transnational Stories of a group of conspiracy through serial pathologists about how they murders solve cases involving
Slide 29: Backlog (Cont'd)
Backlog (Cont'd) Xian Hua Bao Zuo Romance in the City A classic romance fairytale 29
Slide 30: Foundation: Branding, Industry Recognition, Complete Service Provider
Top: Human Capital Body: Contents and IPs Foundation: Branding, Industry Recognition, Complete Service Provider 30
Slide 31: E-commerce
E-commerce Transmit Entertainment actively cooperates with European product development enterprises as well as KOLs to research and develop self-own beauty products, aiming to formulate a complete online business cycle. 31
Slide 32: Poverty Alleviation and Charitable Products
Poverty Alleviation and Charitable Products Transmit Entertainment actively cooperates with the State Council Leading Group Office of Poverty Alleviation and Development to produce innovative poverty alleviation and charitable products and to shoulder corporate social responsibilities. 32
Slide 33: KOLs
KOLs Chong Chong Sasaaaa Chonny Fashion and beauty KOL / Vlogger Beauty blogger, blogger top Weibo celebrity Weibo fans 4.15M Weibo fans 1.37M Yizhibo fans 2.71M Miaopai fans 1.43M Weibo fans 4.28M Xiaohongshu fans Beauty blogger, Yizhibo fans 1.52M Luyee TikTok fans 1.02M Weibo celebrity, fashion s
Slide 34: KOLs (Cont'd)
KOLs (Cont'd) Li Yan Maggie Zhang Yu style Beauty blogger, Fashion and beauty Actress, fashion KOL, vlogger representative actress CHAMI Li Mi works Bright Spring Li Lu Gemma Weibo fans 1.47M Fashion blogger, Weibo fans 208K Days (“ ”) Fashion KOL, TikTok fans 253K fashion and beauty imitation makeu
Slide 35: KOL Partners
KOL Partners 4 Nai Cha Mao Huang Xing Xing fanfan Dong Xiao Jie ZZ Xiao Hei Liu Ye Bans Li Luo KIKI 35
Slide 36: Cinema City Cinemas
Cinema City Cinemas Cinema City Langham Place Cinema City Chai Wan Cinema City JP 6 houses, approx. 1,100 seats 5 houses, approx. 500 seats 2 houses, approx. 660 seats Cinema City Victoria Candy Park by Cinema City 5 houses, approx. 360 seats 5 houses, approx. 410 seats 36
Slide 37: Prospects
Prospects
Slide 38: To Become a Leading Film and Television Content Provider
To Become a Leading Film and Television Content Provider, an Industrial Whole-chain Supplier in Film and Television Pan-entertainment Products We will continue to explore investment opportunities in terms of high-quality variety shows, TV series and movie projects all over the world, as well as coop
Slide 39: Forward-looking Statement
Forward-looking Statement FORWARD LOOKING STATEMENT: This presentation contains "forward-looking statements" which are statements that refer to expectations and plans for the future and include, without limitation, statements regarding Transmit Entertainment’s future results of operations, financial
Slide 40: Disclaimer
Disclaimer Disclaimer The material contained herein is a presentation of general background information about the Company’s activities at the date of the presentation, and is not an offer of securities for sales. It is information given in summary form and does not purport to be complete. It is not
Slide 41: Thank You! Contact us
TRANSMIT ENTERTAINMENT THANK YOU! Contact us Website: www.transmit-ent.com Tel: +852 2180 9018 Email: ir@transmit-ent.com
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