Star Media Group Berhad · MYX:STAR
Star Media Group Berhad — Q4 2017 Earnings Presentation
19 slides from Star Media Group Berhad's earnings presentation, Mar 6, 2018
Slide 1: 4Q 2017 Results Analyst Briefing
4Q 2017 Results Analyst Briefing 6 March 2018 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 11 2 3 4 Quarter 4 Quarter 4 Business 2017 2017 Group Segments Outlook Highlights Financials financials 3
Slide 4: Maintained high payout
Maintained high payout Dividends Per Share (sen) 45 Total 18 sen Total 18 sen Total 15 sen Total 18 sen Total 18 sen Total 42 sen 40 35 30 30 25 sen 20 15 6 6 6 3 10 5 12 12 12 12 18 18 12 0 2011 2012 2013 2014 2015 2016 2017 Ordinary Dividends Special Dividends 4
Slide 5: YTD Dec '17; English paper adex
YTD Dec ‘17; English paper adex Total English newspapers Adex, Peninsular Malaysia YTD Dec (%) YTD 2017 Media 4, Media 3, 5.1% 2.0% Media 2, 7.3% Star has 71% of Display Mkt share Display Mkt. Share (%) 80.0% Media 1, 70.0% 25.8% 60.0% 50.0% 40.0% 30.0% The Star, 20.0% 59.8% 10.0% 0.0% The Star Medi
Slide 6: TSOL; Dec '16 – Dec '17
TSOL; Dec ‘16 – Dec’ 17 English News Portals Performance Dec’16 - Dec’17 (Combined PC & Mobile) Total Unique Visitors (‘000) 4,000 The Star Online, 3,091 3,000 MALAYSIAKINI.COM, 2,637 2,000 NST.COM.MY, 1,307 1,000 THEMALAYMAILONLINE.COM, 1,029 THECOVERAGE.MY, 131 0 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17
Slide 7: Star Biz, Dec '16 – Dec '17
Star Biz, Dec ‘16 – Dec ‘17 The Star Online Business versus Competitors; Dec’16- Dec’17 (Combined PC & Mobile) Total Unique Visitors (000) 1,300 956 1,000 700 690 400 361 215 100 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 THESTAR.COM.MY Business Yahoo
Slide 8: Agenda
Agenda 11 2 3 4 Quarter 4 Quarter 4 Business 2017 2017 Group Segments Outlook Highlights Financials financials 8
Slide 9: Performance of Star Media Group
Performance of Star Media Group 1Q17 2Q17 3Q17 4Q17 12M17 12M16 Var (RM million) Revenue 131.13 129.38 130.88 126.34 517.73 630.44 (17.9%) EBITDA 21.44 30.70 12.77 7.25 72.16 118.44 (39.1%) PBT (excluding exceptional 6.43 0.57 13.61 2.18 22.79 61.64 (63.0%) items) Exceptional items - - 206.86 (189.8
Slide 10: Agenda
Agenda 11 2 3 4 Quarter 4 Quarter 4 Business 2017 2017 Group Segments Outlook Highlights Financials financials 10
Slide 11: 4Q17 Business Segments
4Q17 Business Segments 1. • Print and Digital 2. • Event & Exhibition 3. • Radio 11
Slide 12: Performance of Star Media Group: Print and Digital Segment
Performance of Star Media Group Print and Digital Segment 1Q17 2Q17 3Q17 4Q17 12M17 12M16 Var. (RM million) Revenue 114.2 111.34 114.21 109.37 449.13 549.61 (18.3%) EBITDA 11.54 9.04 12.97 13.98 47.53 104.17 (54.4%) PBT (excl. exceptional 8.10 2.99 20.59 6.07 37.75 90.72 (58.4%) items) Exceptional i
Slide 13: Breakdown of revenue 2017
Breakdown of revenue 2017 Digital, 6% Circulation, 13% Advertising, 81% 13
Slide 14: 4Q17 Business Segments
4Q17 Business Segments 1. • Print and Digital 2. • Event & Exhibition 3. • Radio 14
Slide 15: Performance of I.Star Ideas Factory
Performance of I.Star Ideas Factory 1Q17 2Q17 3Q17 4Q17 12M17 12M16 Var. (RM million) Revenue 2.16 3.59 1.14 2.68 9.57 13.67 (30.0%) EBITDA/ (0.01) (0.14) (0.38) 0.50 (0.03) 1.39 >(100%) (LBITDA) PBT/LBT (0.05) 0.10 (0.67) 0.84 0.22 1.32 (83.3%) EBITDA/ (0.5%) (3.9%) (33.3%) 18.7% (0.3%) 10.2% - (LB
Slide 16: 4Q17 Business Segments
4Q17 Business Segments 1. • Print and Digital 2. • Event & Exhibition 3. • Radio 16
Slide 17: Performance of Radio Operations
Performance of Radio Operations Star Media Radio Group 1Q17 2Q17 3Q17 4Q17 12M17 12M16 Var. (RM million) Revenue 9.91 10.0 10.26 10.52 40.69 42.20 (3.6%) (LBITDA)/EBITDA 1.13 0.52 2.03 1.36 5.04 (2.13) >100% (LBT)/PBT 1.07 0.55 2.04 1.43 5.09 (2.31) >100% (excluding impairment) (LBITDA)/EBITDA 11.4%
Slide 18: Download our presentation
Download our presentation http://starmediagroup.my/ or http://starmediagroup.my/investors- relations/presentations/ 18
Slide 19: Thank You
THANK YOU THE STAR MEDIA GROUP 19
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