Eastern Media International Corporation · TWSE:2614
Eastern Media International — Investor Presentation (December 2022)
31 slides from Eastern Media International's investor presentation, Dec 26, 2022
Slide 1: Eastern Media International Corporation Investor Conference
Eastern Media International Corporation Investor Conference (Symbol: 2614) December 26, 2022
Slide 2: Safe Harbor Notice
Safe Harbor Notice The information contained in this presentation, including all forward-looking statements, is subject to change without notice, whether as a result of new information, future events or otherwise, and EMI undertakes no obligation to update or revise the information contained in this
Slide 3: EMI Development course
EMI Development course Founded：1975/5/14 IPO：1995/9/23 Capital：NT 4.76bn (note) 1975~1994 2011 Note：As of December 26, 2022 . Warehousing News & 2019 & shipping social media ET Pet Co., Ltd. 1997 2022 ETtoday TV channel Care Pet EBC Closure of the Bio-Tech (sold in 2017) shipping business Company in
Slide 4: Main Segment Entities
Main Segment Entities Warehousing As a professional operator of bulk grain warehousing in domestic ports, we continue to improve operational efficiency and reduce costs through equipment renewal to maintain revenue and profit growth, creating a win-win situation with industry clients. New Retial New
Slide 5: Income Statements Overview (Consolidated)
Income Statements Overview (Consolidated) (NT$million) 1-3Q22 1-3Q21 %chg Operating revenues 4,399 3,999 10% Operating costs 3,012 2,819 6.8% Gross profit 1,387 1,180 17.5% Operating expenses 1,208 1,070 12.9% Net operating income 179 110 62.7% Non-operating income & expenses (20) 502 (103.9)% Profi
Slide 6: Balance Sheet Overview (Consolidated)
Balance Sheet Overview (Consolidated) (NT$ million) 3Q22 3Q21 Balance Sheets Amount % Amount % Current Assets 3,823 24.1% 3,348 21.3% Cash & cash equivalents 1,596 10.1% 1,772 11.3% Non-current Assets 12,011 75.9% 12,371 78.7% Investments (equity method) 2,530 15.6% 2,392 15.2% Property, plant and 2
Slide 7: Revenue by Segment
Revenue by Segment 22 1~3Q 21 1~3Q Other Other 0% 1% Warehousing Warehousing 25% Media Media 34% 26% 36% Trading Trading 39% 39% (NT$mn) 22 1~3Q % YOY 21 1~3Q % 1 Warehousing 1,093 25% +6.5% 1,026 26% 2 Trading 1,734 39% +12% 1,548 39% 3 Media 1,566 36% +13.2% 1,383 34% 4 Other 6 0% (8.6%) 42 1% 5 R
Slide 8: Segments Overview
— 7 w Segments Overview
Slide 9: Warehousing-Volume
Warehousing-Volume Unit : 10,000 Tons 2022 1-3Q Operating volume 2021 1-3Q Operating volume 70 63.3 63.1 100 61.0 60 55.3 56.1 76.8 52.4 80 48.6 50 56.4 58.3 54.6 57.1 54.3 56.4 60 50.2 40 33.5 32.7 30 40 22.8 20 20 10 0 0 The warehousing business is mainly engaged in automated granaries operation
Slide 10: Warehousing-Highlights
Warehousing-Highlights Unit : 10,000 Tons/ NT$mn 1200 1,026 1,093 1000 800 600 400 487 466 200 0 2022 2021 2022 VS 1-3Q 1-3Q 2021(YOY) Operating volume 487 466 4.5% Revenues 1,093 1,026 6.5% Note：COVID-19 pandemic in the operating volume and revenue declines . 單位:萬噸 Bulk Bulk & Container Year Operat
Slide 11: Trading- ET Pet's 2022
Trading- ET Pet’s 2022 Affected By the epidemic in2022 Offline stores increase 17% Offline store’s revenue increase12% 217 17 119 15 2021 2022 2021 1-9 2022 1-9 Offline stores ranked first in the market 139 stores provide professional services. The services cover 18 counties and cities in Taiwan
Slide 12: ET Pet Ecosystem
Trading- ET Pet’s 2023 Operation Strategy ET Pet Ecosystem The main operating entity of the Trading Division is a subsidiary: ET Pet Co.,Ltd. The number one brand in Taiwan's Online Media Online Channel pet industry with 150 stores and Hospital Taiwan's largest pet fan group 1. ETtoday commerce
Slide 13: New Media-ETtoday 2022
New Media-ETtoday 2022 Leading New Media in Taiwan Pageviews FB Fans DAU APP Pageviews 17.44million 21.27 million 5.38million 4.01million Mainstream Media Pageview in Taiwan Liberty times Chinatimes Sanlih AppleDaily Source:GA, Comscore 13
Slide 14: New Media-ETtoday 2022
New Media –ETtoday 2022 1. ETtoday’s OOH AD accounts for 57.2% of total ourdoors media slots, including 381 stations and 4,053 AD slots. 2. Meta AD revenue drops 4.3% in 2022. The whole Taiwan TV AD revenue is up to 19.41 billion in 2022 and compared to the previous year only grow 2.2%. 3. ETtoday,
Slide 15: New Media-ETtoday 2022
New Media- ETtoday 2022 The Paradigm shift of media is emerging due to new technology and lead to innovative platform win the market. All big giants are actively involving short video and therefore, ETtoday committed to UGC and short video markets.
Slide 16: Investment Business Development Strategy—Eastern Home Shopping
Investment Business Development Strategy— Eastern Home Shopping(E.H.S.) The consolidated revenue of E.H.S. from January to September achieves NT$ 19.81 billion and generates EPS NT$11.88！ Annual Revenue and EPS of EHS 30 20.0 11.88 15.0 20 10.0 10 5.0 0 0.0 Jan- 2018 2019 2020 2021 Sept,2022 Revenue
Slide 17: Investment Business Development Strategy—Eastern Home Shopping
Investment Business Development Strategy— Eastern Home Shopping(E.H.S.) 1 FamilyMart: High profit PB products have launched in OMO approximate 4,000 FamilyMart stores. Cross-industry 2 Complex Store: Jointly set up FamiSuper and ET Pet Complex store. alliance 3 FoodCourt: Integrate online and offlin
Slide 18: Investment Business Development Strategy—Natural Beauty
Investment Business Development Strategy— Natural Beauty(NB) Natural Beauty’s Innovative business model and complex operation In 2018, EMI took over Natural Beauty, and its diversified model and multi-channel sales strategy in the Taiwan market have worked, along with its deep engagement with member
Slide 19: Competitive Strategy
Investment Business Development Strategy— Natural Beauty(NB) Competitive Strategy 1. Quality and Innovation. 2. Developed the new affordable brand「BIO UP」. Step 1 3. Overseas market integration of physical stores and Strawberry Net cross-border e-commerce channels and products, while continuing to e
Slide 20: EMG Development Strategy
EMG Development Strategy Develope PB products Foods，Beautiful，Healthy，Life，Pets 2022.10.21 NTU-EMI Biotechnology Industry- Established the "NTU-EMI Biotechnology and AcademyCooperationInformation Biomedical Research Center 20
Slide 21: EMG Development Strategy
EMG Development Strategy Food Court Integrate online and offline services to Food acquire new customers Family Court Mart ET Pets sore+ Nature Animal Beauty hospital Complex Store -「ET Food Court」 2022.12.15 open The First Complex Store in Taiwan Jointly set up FamiSuper and ET Pet Complex store in
Slide 22: EMG Development Strategy
EMG Development Strategy 2025 Making LinKou an new Landmark Build the entertainment and media industries Far Eastern Group invested in line with internationalization: billions to build the Linkou Making Linkou an important place with an Operation Headquarters, entertainment and media industry that
Slide 23: EMG Value Creation
EMG Value Creation ․Video shopping ․Customer loyalty program Multi-channel EHS․ ․Commodity development ETtoday ․ Social media Jungle Voice․․ Nature Beauty New News website ․ Entertainment content development ․ Entertainment platform New ․International Beauty ․ offline channel media ․․ OOH retail ․ P
Slide 24: EMG Corporate Social Responsibility
EMG Corporate Social Responsibility Taiwan Corporate Sustainability Awards(15th)- Corporate Sustainability Report _Platinum Award EMG Group’s New Taipei City Global Operations Headquarters "City Grace Gallery" won the award of New Taipei City Construction Engineering Fence Greening and Beautificatio
Slide 25: EMG Corporate Social Responsibility
EMG Corporate Social Responsibility Five ISO14064-1 GHG inventory categories verified by SGS 2021CRS Report https://csr.emic.com.tw/report.php 25
Slide 26: EMG Corporate Social Responsibility
EMG Corporate Social Responsibility 2022 2021CRS Report https://csr.emic.com.tw/report.php 26
Slide 27: EMG Social Participation and Assistance
EMG Social Participation and Assistance Love Breakfast Beach Clean-Up 27
Slide 28: EMG Social Participation and Assistance
EMG Social Participation and Assistance 28
Slide 29: Rewards and Highlights in 2022 ET Pets
Rewards and Highlights in 2022 ET Pets 1.The National Brand 1.The National Brand Yushan Yushan Award (19th)- 1Taiwan Corporate Sustainability Award (19th)-Best product product Award. Awards(15th)- Corporate Award. 2. National Brand Yu-Shan Sustainability Report _Platinum Award 2. 2022 Digital News R
Slide 30: Rewards and Highlights in 2022 EHS
Rewards and Highlights in 2022 EHS 1. CooKing Instant Food-National-Quality Golden Award, Taiwan Quality Prodcut Bravo Award and iTQi 2 Stars Award 2. 2022 Common Wealth Magazine "Top 2,000 1. Certified by Republic of China Professors Survey" - No.7 in Wholesale and Retail Industry Association- Nati
Slide 31: Thank you
Thank you Q&A http://www.emic.com.tw ir@emic.com.tw
Eastern Media International — Investor Presentation (December 2022) on 6ix