Star Media Group Berhad · MYX:STAR
Star Media Group Berhad — Q3 2017 Earnings Presentation
30 slides from Star Media Group Berhad's earnings presentation, November 2017
Slide 1: The Star Media Group
THE STAR MEDIA GROUP Read. Listen. Watch. Think. Be Inspired
Slide 2: Disclaimer
DISCLAIMER This presentation and the discussion following may contain forward looking statements by the Star Media Group Berhad (“Company”) related to financial, market or industry trends for future period. Actual future performance, outcomes and results may differ materially from those expressed in
Slide 3: Agenda
Agenda 1 1 2 3 Quarter 3 Quarter 3 Business 2017 2017 Group Segments Highlights Financials financials 3
Slide 4: Macroeconomic indices
Macroeconomic indices Source:MIER • BCI stands at 103.1 points, • CSI retreats to 77.1 in 3Q17 down from the previous from 80.7 in 2Q17 quarter's reading of 114.1 • Lower household income • Macroeconomic numbers remained lacklustre • Rising inflation levels 4
Slide 5: Key takeaways 3Q17
Key takeaways 3Q17 1. • Good 3Q vs 2Q 2017 2. • Slight recovery in print revenue and further opex savings 3. • Impact from cost savings from disposal of 2 stations and further opex savings 5
Slide 6: YTD Sept '17 English paper adex
YTD Sept ‘17; English paper adex Total English newspapers Adex, Peninsular Malaysia YTD Sept (%) YTD 2017 Media 4, Media 3, 5% 2% Media 2, 7% Star has 70% of Display Mkt share Media 1, 80.0% 25% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% The Star Media 1 Media 2 Media 3 Display Mkt. Share (%) Th
Slide 7: 3Q17 highlights: Gold tribute to Malaysia's champions
3Q17 highlights Gold tribute to Malaysia’s champions 7
Slide 8: 3Q17 highlights: Raise the flag campaign
3Q17 highlights Raise the flag campaign 8
Slide 9: 3Q17 highlights
highlights alse LAG #RaiseTheFlagMY Sees
Slide 10: 3Q17 highlights: #RideForMalaysia, #AnakAnakMalaysia
3Q17 highlights #RideForMalaysia 2017 #AnakAnakMalaysia Walk 10
Slide 11: 3Q17 highlights: Penang Starwalk 2017
3Q17 highlights 40th edition of Penang Starwalk 2017 in the Malaysia Book of Records 11
Slide 12: TSOL, Sep '16 – Sep '17
TSOL, Sep ‘16 – Sep’ 17 English News Portals Performance Sep’16 - Sep’17 (Combined PC & Mobile) Total Unique Visitors (‘000) 4,000 3,361 3,000 2,839 2,000 1,935 1,092 1,000 88 0 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 The Star Online MALAYSIAKINI.CO
Slide 13: Star Biz, Sep '16 – Sep '17
Star Biz, Sep ‘16 – Sep ‘17 The Star Online Business versus Competitors; Sep’16- Sep’17 (Combined PC & Mobile) Total Unique Visitors (000) 1,300 940 1,000 700 615 400 372 254 100 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 THESTAR.COM.MY Business Yahoo
Slide 14: Subscriber and video view growth
• 5X subscriber growth q-o-q, past 6 months • 285% Growth On Video Views, q-o-q past 6 months • > 200k Apps Downloaded
Slide 15: With Love © Eco Majestic, Semenyih
©7:00am With Love © Eco Majestic, Semenyih — a . a WA WALK 22 ne ie i AGa ‘i ? ——
Slide 16: Loyalty Programme
id LOYALTY PROGRAMME Ie
Slide 17: dimsum is now available on Samsung Smart TV
dimsum is now available on Samsung Smart TV ENJOY 60 DAYS OF UNLIMITED ACCESS ON DIMSUM with your 2017 New Samsung Smart TV! Redemption period from 01/11/2017 ~ 31/12/2018 ace orth eaan VOUCHER CODE ] = | SAMSUNG \El dimsum
Slide 18: Payment Integration & promotions with major telcos
Payment Integration & promotions with major telcos 18
Slide 19: New Regional Content Partners
New Regional Content Partners Largest media/ entertainment group in Thailand producing Thai Idol drama series Dec, 2017 Edutainment channel from Hong Kong for 3-6 years old kids Dec, 2017 Japanese animation channel Dec, 2017 Taiwanese travel channel Dec, 2017 19
Slide 20: Agenda
Agenda 1 1 2 3 Quarter 3 Quarter 3 Business 2017 2017 Group Segments Highlights Financials financials 20
Slide 21: Performance of Star Media Group
Performance of Star Media Group 3Q17 3Q16 Var 2Q17 Var (%) 9M17 9M16 Var (RM million) (%) 3Q17 v (%) 2Q17 Revenue 130.88 153.62 (14.8%) 129.38 1.2% 391.39 477.06 (18.0%) EBITDA 12.99 25.31 (48.7%) 6.82 90.5% 29.71 76.34 (61.1%) PBT (excluding 13.61 19.43 (30.0%) 0.57 >100% 20.61 61.47 (66.5%) except
Slide 22: Agenda
Agenda 1 1 2 3 Quarter 3 Quarter 3 Business 2017 2017 Group Segments Highlights Financials financials 22
Slide 23: 3Q17 Business Segments
3Q17 Business Segments 1. • Print and Digital 2. • Event, Exhibition, Interior and Thematic 3. • Radio 23
Slide 24: Performance of Star Media Group: Print and Digital Segment
Performance of Star Media Group Print and Digital Segment 3Q17 3Q16 Var. 2Q17 Var (%) 9M17 9M16 Var (RM (%) 3Q17 vs (%) million) 2Q17 Revenue 114.21 136.11 (16.1%) 111.34 2.6% 339.76 421.27 (19.3%) EBITDA 12.97 27.99 (53.7%) 9.04 43.5% 33.55 84.72 (60.4%) PBT 20.59 24.22 (15.0%) 2.99 >100% 31.68 74.
Slide 25: Breakdown of revenue 3Q17
Breakdown of revenue 3Q17 Q-on-Q and 9M-on-9M comparison RM mil 3Q17 revenue of RM114.21m 450.00 vs RM 136.11m in 3Q2016 400.00 350.00 6.6 300.00 14.6 250.00 200.00 150.00 92.8 100.00 50.00 0.00 2Q 2017 3Q 2017 9M 2017 9M 2016 Advertising Circulation Digital Advertising Circulation Digital 25
Slide 26: 3Q17 Business Segments
3Q17 Business Segments 1. • Print and Digital 2. • Event, Exhibition, Interior and Thematic 3. • Radio 26
Slide 27: Performance of I.Star Ideas Factory
Performance of I.Star Ideas Factory 3Q17 3Q16 Var. 2Q17 Var (%) 9M17 9M16 Var. (RM million) (%) 3Q17 vs (%) 2Q17 Revenue 1.14 1.24 (8.1%) 3.59 (68.2%) 6.89 9.04 (23.8%) EBITDA/ (0.38) (0.43) 11.6% (0.14) (>100%) (0.53) (0.16) (>100%) (LBITDA) PBT/LBT (0.67) (0.49) (36.7%) 0.10 (>100%) (0.62) (0.21)
Slide 28: 3Q17 Business Segments
3Q17 Business Segments 1. • Print and Digital 2. • Event, Exhibition, Interior and Thematic 3. • Radio 28
Slide 29: Performance of Radio Operations
Performance of Radio Operations Star Media Radio Group 3Q17 3Q16 Var 2Q17 Var (%) 9M17 9M16 Var (RM million) (%) 3Q17 (%) vs 2Q17 Revenue 10.26 9.83 4.4% 10.0 2.6% 30.17 30.72 (1.8%) (LBITDA)/EBITDA 2.03 (1.05) >100% 0.52 >100% 3.68 (2.74) >100% (LBT)/PBT 2.04 (1.27) >100% 0.55 >100% 3.66 (3.52) >10
Slide 30: Download our presentation
Download our presentation http://starmediagroup.my/ or http://starmediagroup.my/investors- relations/presentations/ 30
Star Media Group Berhad — Q3 2017 Earnings Presentation on 6ix