Bursa Malaysia Bhd. · MYX:BURSA
Bursa Malaysia Bhd — Slide Opportunity for the Media Platforms
27 slides from Bursa Malaysia Bhd's investor presentation, Feb 6, 2020
Slide 1: Opportunity for the New Media Platforms
OPPORTUNITY FOR THE NEW MEDIA PLATFORMS BURSA – HLIB STRATUM FOCUS SERIES X DIGITALIZATION: SHAKING THINGS UP! 6 FEB 2020
Slide 2: Industry Under Threat
| Industry Under Threat A MCMC BBC News to close 450 posts as part of Media Prima confirms going ahead with = £80m savings drive ‘manpower rationalisation exercise’ © 29 January 2020 F f @ w BH Share Monday, 16Dec 2019 2:02 PM MYT. PETALING JAYA: Media Prima Bhd has confirmed that it will go ahead w
Slide 3: Agenda
01 Global Overview 02 Overview of the Malaysian Telecommunications & Multimedia Industry 03 The Need to Go Digital 04 Enhancing Audience Measurement 05 Opportunities Ahead 3
Slide 4: 01 Global Overview
01 Global Overview 4
Slide 5: The shift towards content consumption on mobile and digital platforms is a world phenomenon
The shift towards content consumption on mobile and digital platforms is a world phenomenon 4 5 5
Slide 6: Annual Digital Growth
ANNUAL DIGITAL GROWTH THE YEAR-ON-YEAR CHANGE IN KEY STATISTICAL INDICATORS UNIQUE INTERNET ACTIVE SOCIAL MOBILE SOCIAL TOTAL USERS MEDIA USERS MEDIA USERS POPULATION MOBILE USERS +#1.1% +2.0% +9.1% +9.0% +10% JAN 2018 -JAN 2019 JAN 2018 - JAN 2019 JAN 2018 ~ JAN 2019 JAN 2018 — JAN 2019 JAN 2018 -J
Slide 7: Digital in Asia-Pacific in 2019
DIGITAL IN ASIA-PACIFIC IN 2019 THE ESSENTIAL HEADUINE DATA YOU NEED TO UNDERSTAND MOBILE, INTERNET, AND SOCAL MEDIA USE TOTAL MOBILE INTERNET ACTIVE SOCIAL ACTIVE MOBILE POPULATION SUBSCRIPTIONS USERS MEDIA USERS SOCIAL USERS 4.250 4.416 2.210 1.997 1.931 BILLION BILLION BILLION BILLION BILLION URB
Slide 8: Overview of the Malaysian Telecommunications & Multimedia Industry
Overview of the Malaysian 02 Telecommunications & Multimedia Industry 10
Slide 9: Total market capitalisation for telecommunications companies is at RM134 billion
Total market capitalisation for telecommunications companies is at RM134 billion - increased 12.8% since 31 October 2018 TIME MYR4.55 bil… TIME MYR5.40 bil… TM TM MYR14.3 MYR8.94 bil… Maxis 8 bil MYR41.6 Maxis (11%) 1 bil MYR40.88… Digi (31%) 31 October 2018 Digi 31 December 2019 MYR33.51MYR118.81 b
Slide 10: State of Connectivity in Malaysia (1/5)
State of Connectivity in Malaysia (1/5) Broadband subscriptions updated as at 3Q 2019 BROADBAND SUBSCRIPTIONS AND PENETRATION RATE 4Q 2016 – 3Q 2019 128.9% 129.8% Growth driven by improved network 127.1% coverage and demand for mobile data 121.1% 117.3% Fixed broadband subscriptions: ↑ 1.3% 42.2
Slide 11: State of Connectivity in Malaysia
State of Connectivity in Malaysia 129.8 % 121.6 % 95.5 % 78.82 82.2 % Mbps 22.52 Mbps 8.2 % 3G Coverage in 4G Coverage in Broadband Mobile Fixed Broadband Mobile Fixed Broadband populated areas* populated areas* Penetration Rate Broadband Penetration Rate Broadband Average Per 100 Penetration Rate P
Slide 12: Content Services
Content Services Internet Adex overtook traditional TV starting 2016 and has increased exponentially by 52% in 2019 due to the shift in audience behavior MALAYSIA ADEX BY SELECTED MEDIUM 2014 – 2019 ADEX MAGNA forecasts Malaysian Internet (USD million) 438 Adex in 2019 recorded: 389 Internet - Tot
Slide 13: Broadcast Sector Revenue
Broadcast Sector Revenue Pay TV (ASTRO) dominates the sector since its inception in 1996 with more content, applications and on-the-go service offerings to date BROADCASTING SECTOR REVENUE 1H 2018 VIS-À-VIS 1H 2018 Star Media 0.4% Star Media 0.6% Despite the dip in broadcasting sector’s Media Medi
Slide 14: Audience market share between Pay TV and FTA TV
Audience market share between Pay TV and FTA TV Despite the dominance of Pay TV service, Free-to-Air TV service provider, Media Prima garners the largest audience market share Media Prima is the leading FTA broadcaster, with its channel portfolio accounting for 35.2% of audience market share. Me
Slide 15: The Need to Go Digital
03 The Need to Go Digital 19
Slide 16: Digital Switchover for Terrestrial Television
Digital Switchover for Terrestrial Television • Malaysia has completed its analogue switch off by 31 October 2019 • Gradual transition from analogue to digital television broadcasting began with a pilot analogue switch-off in Langkawi, Kedah on 21 July 2019 • The nationwide transition was implemente
Slide 17: Enhancing Audience Measurement
04 Enhancing Audience Measurement 22
Slide 18: Single Audience Measurement on Digital Platform
Single Audience Measurement on Digital Platform Malaysia aims to establish a single currency to facilitate audience measurement data across all digital media platforms Current Scenario Future Pay TV FTA TV Digital SINGLE IPTV Content CURRENCY FTA TV Pay TV IPTV Each player establishes its own au
Slide 19: Opportunities Ahead
05 Opportunities Ahead 24
Slide 20: MCMC Call for Collaboration for the 5G Malaysia Demonstration Projects
June 2019, MCMC Announced a Call for Collaboration (CFC) for the 5G Malaysia Demonstration Projects (5GDP) The implementation of 5G Malaysia Demonstration Projects aims to: Facilitate, build and nurture development of promising 5G use cases in a live but controlled environment; and in a broader cont
Slide 21: MCMC Identified 100 Use Cases: 72 Use Cases in 56 Live 5G Sites
MCMC Identified 100 Use Cases Proposed by Government and Industry : 72 Use Cases will be rolled out in 56 live 5G sites across 6 States 9 VERTICALS Agriculture 8 INDUSTRY PARTNERS Celcom Axiata Berhad 5 MINISTRIES PARTICIPATION Ministry of Agriculture and Agro-based Industry (MoA) Education
Slide 22: 5G Malaysia Demonstration Projects
5G Malaysia Demonstration Projects PENANG KEDAH Verticals: Verticals: • Manufacturing • Agriculture • Smart City • Digital Healthcare • Tourism • Education • Entertainment/Media • Smart City • Smart Transportation PERAK • Tourism Live Location: Vertical: Manufacturing Live Location: • Bayan Lepas Li
Slide 23: 5G Malaysia Demonstration Project Ceremony (19-21 Jan 2020)
5G Malaysia Demonstration Project Ceremony (19 – 21 Jan 2020) 19 JANUARY 2020 The 5G Malaysia 20 & 21 JANUARY 2020 Demonstration Projects The 5G Malaysia Ceremony, Langkawi, International Conference, Kedah Langkawi, Kedah 20 JANUARY 2020 The 5G Malaysia Demonstration Projects Tour, Langkawi, Kedah 2
Slide 24: 5G Malaysia Demonstration Projects
5G Malaysia Demonstration Projects 30
Slide 25: Being Digital: Inside and Out
Being Digital: Inside and Out Digital Enterprise Digital Business Digital Services DSP = D(SP) x + (DS)P Contributor to the A provider of all A provider of Digital Economy products & services digital (economy) in a digital manner services DSP = Digital Service Provider 31
Slide 26: Way Forward: Malaysian Media must become the Digital Platform
Way Forward Audiences are already digital 1st + online + mobile. Where are we? Malaysian Media must become the Digital Platform Not enough to be digital. We must Digitalise (inside & outside) 32
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