Pt Visi Media Asia Tbk Class A · IDX:VIVA
Pt Visi Media Asia Tbk Class A — Investor Presentation (October 2015)
43 slides from Pt Visi Media Asia Tbk Class A's investor presentation, Oct 1, 2015
Slide 1: VIVA Group Presentation
VIVA GROUP PRESENTATION October 1 2015 1
Slide 2: Disclaimer
re] Disclaimer viva This presentation has been prepared by PT Visi Media Asia Tbk [the “Company”) and is only for the information of its investors. None of the information appearing in this presentation may be distributed to the press or other media or reproduced or redistributed in whole or in part
Slide 3: Our Group, Industry, Entertainment, News, Digital, Strategy
Our Group Our Industry Our Entertainment Our News Our Digital Our Strategy ay mB ve
Slide 4: Our Company
viva Our Company
Slide 5: VIVA is the fastest growing media company
gd VIVA is the fastest growing media company viva Operating in a young and growing Indonesian population that will be empowered by a growing domestic economy VIVA’s key management team has extensive experience in the media industry, with deep understanding of local habits and strong belief in New Me
Slide 6: VIVA's Corporate Structure and Business Segment
gd VIVA’s Corporate Structure and Business Segment viva w viva Vivagroup (PT Visi Media Asia Tbk.) Free-To-Air TV 89,9% | 99% 99,9% VIVA coid MDIA ; VIVA.co.id (PT Intermedia Capital Tbk.) (PT Viva Media Baru) | ANTV tvOne (PT Cakrawala Andalas Televisi) (PT Lativi Mediakarya) A Group member of viva
Slide 7: Key Management Profiles
viva >] around the company Key Management Profiles AnindyaN. Bakrie Gained his MBA degree from Stanford Graduate School of Business in 2001. Elected as CEO of VIVA in 2014. Erick Thohir Gained his MBA degree from National University, California in 1993. Elected as CEO of MDIA and ANTV in 2014, previ
Slide 8: 1H15 353.2 1H15 1,096.3 2014A 708.8 2014A 2,252.7 2013A 1,674.4 2013A 390.8 2012A 1,241.4
1H15 353.2 1H15 1,096.3 2014A 708.8 2014A 2,252.7 2013A 1,674.4 2013A 390.8 2012A 1,241.4 2012A 428.8 -259.3 1H15 1H15 359.2 2014A 143.9 2014A 865.7 2013A 107.4 2013A 654.5 2012A 72.9 2012A 325.8
Slide 9: Our Industry
viva Our Industry
Slide 10: Indonesia Summary
re] Indonesia Summary viva | Increasing / | Intense Attractiveness Increasing, Data & of the Sector Advertising / Media —_— Spend 7 Usage y f 9 Favorable y alee yoy 6th highest number of NN Demograpic < Paton Net Twitter users globally y, AdSpend (Jakarta is ranked the a 13th tweet-city] reper Large
Slide 11: Indonesia's demographic is characterized by a young population and growing middle class
Indonesia’s demographic is characterized by a young population and growing middle class viva SES SES SES Range 2011-2013 SES Range 2014-2015 Al > Rp 4,500,000 > Rp 6,000,000 A2 | Rp 3,000,001 - Rp 4,500,000 | Rp 4,000,001 - Rp 6,000,000 B | Rp 2,000,001 - Rp 3,000,000 Rp 2,500,001 - Rp 4,000,000 Ses
Slide 12: Media penetration 2014
re] Media penetration 2014 viva 95% 41% 33% TV Internet Radio Source: AGB Nielsen Media Research 2008 9% Newspaper 2012 Tina! Waneous Media nsumption %
Slide 13: FTA TV is the preferred advertising platform
FTA TV is the preferred advertising platform, capturing 63.9% of advertising market. Online is the fastest growing platform taking viva a . . adshare from print and radio media. Indonesia’s Net Advertising Online/Mobile Segment’s Revenues Net Aex (USD million} 3,000 4 2,500 4 2,000 + eS N 1,500 + 19
Slide 14: Audience Profile by Index
Audience Profile by Index VIVA MNC EMTEK TRANS CORP MEDIA Target Audience ANTV TVONE RCTI GTV MNCTV SCTV IVM TRANS TRANS7 METRO Male 90 104 92 106 89 89 91 88 98 102 Gender Female 110 96 108 94 111 111 109 112 102 98 5-9 118 59 84 116 156 101 78 75 74 57 10-14 111 74 100 120 129 128 90 102 97 76 15-
Slide 15: VIVA continuously improves its combined TVS
re] VIVA manage to continuously improve its combined TVS viva 2012 15 Source: AGB Nielsen Media Research 10 cities, Share, all people 2012-20 Sept 2015*
Slide 16: Number of brands advertising through VIVA reach 54% of total brand in industry
Number of brands advertising through VIVA reach 54% of total brand in Industry. F&B products are the biggest contributor. viva % of number of brand advertising in VIVA, ANTV, Advertising Expenditure by tvOne vs industri (2010-2014) Industry's Segment (1Q15) 4.6% 0.5% 52% 54% ° 49% 50% 46% 35% 30% 20
Slide 17: Our Entertainment
viva 17 Our Entertainment
Slide 18: Share Trend Performance (2013-2015) All Daypart
Share Trend Performance (2013 - 2015*) All Daypart viva Entertainment Station =@ANTV —RCTI -<GTV -=@MNCTV -®SCTV ==—IVM = TRANS TRANS7 Last Position 18 - (TV Sahre] entre Gjpestrroxruvecot te GFesaraxvruneant te Gesao oa o > OU Xb o6 oa iv 30 oan) oa wo 3 SksSsTsarPHtrzZg6 SCS TS aSrgunczasl sts arg
Slide 19: Share Trend Performance (2013-2015) Prime Time
Share Trend Performance (2013 - 2015*) Prime Time (18:00- ad 21:59) Entertainment Station =<GTV -—MNCTV -®-SCTV —IVM —TRANS TRANS7 =<eANTV —RCTI 25 Last Position No. #3 20 - 15 (TV Sahre) 10 >= (Month) A Gro Source: AGB Nielsen Media Research 10 cities, 1 Jan 2013 - 20 Sept 2015, Prime Time, ay Gao
Slide 20: ANTV's new strategy proving to be a splash among female audience
ANTV's with new strategy proving to be a splash among female viva audience ===Female ==Male 120 . I 115 I L 110 ! - 195106106 ve 196 107107107 104 104104104 104 105 sori91,..102102 102 102 100 100 100 10010 95 77 9% 9898 98 Indeks | 90 Wanita ___Laki-Laki im 2010 95 105 ; 2011 96 104 85 2012 99 101
Slide 21: ANTV's strategy and repositioning indicate share increase
re] ANTV's strategy and repositioning indicate share viva increase (TV Share %) 15.0 5 MDIA go 14.0 - Reposition Public 13.3 13.93.43.4 13.0 + E 120 | ; : 4All.a16 11.0 - 10.0 - 9.0 - 8.0 - 7.0 - 6.0 - 5.0 a4 4.0 + After Repositioning, ANTV has TVS average of 10,9 3.0 - Before Repositioning, ANTV ha
Slide 22: Top Program Industry (5+ ABCD)
Top Program Industry (5+ ABCD) Top Program Industry (5+ ABCD) No Program Channel Level 2\Variable TVR Share No Program Channel Level 2\Variable TVR Share 1 D ACADEMY 2 IVM Entertainment:Talent Search 4.5 21.3 1 PANGERAN SCTV Series:Drama 4.7 21.1 2 7 MANUSIA HARIMAU RCTI Series:Drama 4.4 18.9 2 TUKA
Slide 23: Top Program Industry (5+ ABCD)
Top Program Industry (5+ ABCD) Top Program Industry (5+ ABCD) Variable Variable No Program Channel Level 2\ TVR Share No Program Channel Level 2\ TVR Share 1 7 MANUSIA HARIMAU RCTI Drama 4.4 18.9 1 PANGERAN SCTV Drama 4.7 21.1 2 JODHA AKBAR ANTV Drama 4.4 18.0 2 TUKANG BUBUR NAIK HAJI THE SER RCTI D
Slide 24: #1 drama series on its slot with TA Female 25-34
TA: FEMALE 25-34 CINTA DI LANGIT TAJ MAHAL 3.2 3.1 3.0 #1 drama series on its slot with TA FEMALE 25-34 2.8 1.8 1.6 1.5 1.4 0.7 0.3 ANTV SCTV RCTI IVM TRANS7 TRANS MNCTV GTV TVONE METRO
Slide 25: #1 position on its slot at target audience All People
TA: ALL PEOPLE 2.8 SHEHRAZAT 2.7 2.4 #1 position on its slot at target audience All People. 2.1 1.3 1.2 1.0 0.9 0.7 0.4 ANTV RCTI SCTV IVM MNCTV GTV TRANS7 TRANS TVONE METRO
Slide 26: #1 on its time slot with TA Female 25-44
TA: FEMALE 25-44 3.7 CANSU & HAZAL 3.5 3.3 #1 on its time slot with TA Female 25-44. 2.3 1.9 1.7 1.5 1.4 0.9 0.5 ANTV RCTI SCTV IVM MNCTV GTV TRANS7 TRANS TVONE METRO
Slide 27: TA: MF 35-44
TA : MF 35-44 1.5 1.3 1.3 1.1 1.0 0.8 0.7 0.6 0.5 0.5 THE NEW EAT INBOX(C06) DAHSYAT(C06) KABAR CCTV SKETSA SELEB HATERS DUO PEDANG ASLI KENA RANKING 1 BULAGA! BINTANG JEBAK INDONESIA
Slide 28: PESBUKERS(C10) OVJ ADA BA-SHO DI
1.7 1.5 1.4 1.2 1.1 1.1 1.0 1.0 1.0 0.9 PESBUKERS(C10) OVJ ADA BA-SHO DI YKS DEWAN ILK OBROLAN KORSLET BRO & BRAY PANGGUNG WARUNG KOPI FANTASI SANTAI KOMEDI
Slide 29: TVR by channel
3.5 3.0 (TVR) 3.0 2.8 2.5 2.0 2.0 1.5 1.5 1.1 1.0 0.9 1.0 0.5 0.5 0.2 0.2 0.0 ANTV MNCTV SCTV RCTI IVM TRANS7 TRANS GTV TVONE METRO
Slide 30: Global Content Acquisition Strategy
Gg Global Content Acquisition Strategy viva 30 a vne Vacs Get)
Slide 31: tvOne has dominated the news segment since its inception
g tvOne has dominated the news segment since its viva Inception and continues to extend its dominance BTVONE @ Other News Station < 4.1% 2.4% Week TA 15+ ABCT —— 7 31 fancy a 8 7ne] ive viva S)
Slide 32: tvOne and Metro audience by age, SES, gender, education, occupation
Socio Economic Status Age (SES) 0.3 TVONE 9% 5-9 0.2 METRO 10-14 0.3 2% SES A1 0.6 10% 0.2 0.4 0.3 4% SES A2 0.5 19% 15-24 0.2 0.4 26% SES B 0.6 19% 25-34 0.2 0.4 0.4 31% SES C1 0.4 18% 35-44 0.5 0.3 0.3 25% SES C2 0.4 13% 45-54 0.6 0.2 0.4 10% SES D 0.3 TVONE 12% 55+ 0.8 0.2 0.4 2% SES E 0.3 METRO
Slide 33: Leader in Prime Time and Non-Prime Time News
Leader in Prime Time and Non-Prime Time News viva Program Prime Time News Program treachoo0's) Non Prime Time News Program (reach o00's) 1,475 1,985 1,241 1,229 1,217 1,078 983 ; : ) ) KABAR LIPUTAN6 SEPUTAR REDAKS| REPORTASE METRO FOKUS LINTAS PETANG PETANG INDONESIA SORE SORE HARI INI SORE PETANG
Slide 34: tvOne dominates TOP Talkshow Program
re] tvOne dominates TOP 10 Talkshow Program viva ce F 34 tv?ne 1.2 tv7ne BR tv?ne I tv-?ne Bl tv?ne | 08 0.8 0.8 0.8 os mag eee 7ne | 0.6 0.6 | tv?ne | L | | LAWYERS CLUB APA KABAR GESTUR MEJA BUNDAR NEGERI 1/2 MATA NAJWAIFO5) DEBAT APA KABAR PRIMETIME NEWS. APA KABAR INDONESIA MALAM DEMOKRASI INDON
Slide 35: Top programs by TVR and share
No Program Genre TVR Share 1 WORLD BOXING(L) Sport:Match 1.6 12.9 2 LAWYERS CLUB News:TalkShow 1.2 5.6 3 MENYINGKAP TABIR News:Feature 1.0 5.2 4 TELUSUR News:Feature 1.0 5.0 5 KABAR MALAM News:Hard News 0.9 4.1 6 KABAR PETANG News:Hard News 0.8 4.7 7 APA KABAR INDONESIA MALAM News:TalkShow 0.8 3.5 8
Slide 36: Our Digital
viva 36 Our Digital
Slide 37: viva.co.id unique visitors and pageviews
re] viva.co.id unique visitors and pageviews viva Pageviews 350,000 300,000 250,000 200,000 150,000 100,000 50,000 ~ T T T T Unique Visitors 25,000 20,000 15,000 10,000 VIiVa .co.id Over 66.8% visit to VIVA.co.id come from mobile device Source: AT Internet 37 ~ © © © © Fe SF Vw —@—Pageviews —™-Uvs 2
Slide 38: Over 60% of VIVA.co.id users originate from mobile devices
a. Cy Over 60% of VIVA.co.id users originate from mobile viva devices .co.id BRITA BOLA FE BLOG FOTO vit BERITA BOLA ure BLOG FOTO vic DPRD Jamin Rapat RAPBD,DKI Berlangsung Rabu Besok pan nas evauuast Kemenaagn, banyak pos. Wisiagaran yang carang SHOWEIZ Uya Tak Mau Sebut Nama Siti Badriah Be00om c
Slide 39: Our Strategy
viva 39 Our Strategy
Slide 40: Leading FTA Player, Leading Digital Player, Ramp Up Capabilities
Leading FTA Player Leading Digital Player Ramp Up Capabilities 1. Build up content 1. Revamp news portal 1. Continuously develop 2. Maintain tvOne as the 2. Continue to add “creative” capabilities “#1 News Station” and “features” 2. Expand current in- ANTV as “Top 3 house production Entertainment St
Slide 41: Our Strategy for Sustainability
re] Our Strategy for Sustainability \ 41 viva * Target a specific viewer segment and deliver contents Micro Targeting designed for that segment Innovative Customer Experience Viewers having the ability to access our contents “Any time, anywhere and any how [through all platforms and device)” A Group
Slide 42: 70% of content produced in-house enabling creative selling
re] 70% of content produced in-house enabling creative selling viva In-House Program Composition 75,7% 77, 2% 79,7% 729% ‘ 69,1% az = = — 2010 2011 2012 2013 2014 m@News @Sport Information @Religious Entertainment 42
Slide 43: Thank You
viva 43 Thank You For More Information, Visit www.vivagroup.co.id A Group member of viva. x ma we-- Ss)
PT Visi Media Asia Tbk (VIVA Group) — Investor Presentation (October 2015) on 6ix