Premium Leisure — Investor Presentation (May 2024)
15 slides from Premium Leisure's investor presentation, May 2024
Slide 1: Presentation to Investors May 2024
Presentation to Investors MAY 2 0 2 4
Slide 2: Table of Contents
Table of Contents The Philippine Economy……………………………3 Philippine Gaming Industry………..………….……4 About Premium Leisure Corp.………………..…....7 Pacific Online Systems Corporation…………........8 PremiumLeisure & Amusement, Inc.…..………....10 Historical Financial Summary………..….…..........13 P R E S E N T A T I O N
Slide 3: Philippines: strong macroeconomic fundamentals
Philippines: strong macroeconomic fundamentals Young workforce with rising incomes Opportunities GDP Growth Per Capita GDP Median Age Improved Infrastructure development 5.7% USD3,745 23 Provincial growth – Luzon, Visayas, Mindanao Job creation and inclusive growth Consumption Driven Per Capit
Slide 4: The Philippine gaming industry
The Philippine gaming industry Regulator : PAGCOR Rise of integrated resorts • Since 1976, PAGCOR has been overseeing games of chance, particularly casino • Since 2008, 5 integrated resort projects have been approved by PAGCOR for gambling development at or near Entertainment City: with 4 already op
Slide 5: Integrated resorts: driving growth
Integrated resorts: driving growth In 2023, integrated resorts accounted for 76% of casino GGR. 2023 Philippine casino gaming revenues by category Image from Google maps Year Hotel Integrated Resorts Opened Rooms Resorts World Manila 2009 3,570 Solaire Resorts & Casino 2013 793 City of Deams Manila
Slide 6: Gaming: a growth opportunity
Gaming: a growth opportunity Growth drivers: Philippine gaming has been on a growth trajectory with integrated resorts leading the way. • Tourist arrivals With the COVID-19 pandemic affecting its • Easier travel documentary requirements advancement in 2020-2021 now over, the • VIP experience compare
Slide 7: About Premium Leisure Corp.
About Premium Leisure Corp. Premium Leisure Corp. (PLC) is an investment holding company that participates in gaming-related businesses in the Philippines. Through its subsidiary, PremiumLeisure & Amusement, Inc. (PLAI), PLC has an interest in the operations of City of Dreams Manila, an integrated e
Slide 8: Pacific Online (LOTO): Overview
Pacific Online (LOTO): Overview Long-Time Lottery Partners of the PLS Lottery System: Pinoylotto WABP System: E-Lotto PCSO • Pacific Online has a long-time partnership with • Successfully launched last Oct. 1 2023 the • Pacific Online signed a Memorandum state-run Philippine Charity Sweepstakes Phil
Slide 9: LOTO operating highlights
LOTO operating highlights P R E S E N T A T I O N T O I N V E S T O R S 9
Slide 10: PremiumLeisure & Amusement, Inc. (PLAI): Overview
PremiumLeisure & Amusement, Inc. (PLAI): Overview Melco Resorts & Entertainment PAGCOR License Operating partner : (Philippines) Inc. (MRP) Co-terminus with PAGCOR charter • Affiliate of Macau and Hong Kong based Melco Resorts & Entertainment Ltd. (Melco), the only operator in Macau that is running
Slide 11: Melco Resorts & Entertainment Ltd. (Melco): A Strong Partner
Melco Resorts & Entertainment Ltd. (Melco): A Strong Partner Experienced operator • Operator of award-winning integrated resorts in Macau: − City of Dreams Macau − Studio City − Altira Macau • Able to leverage Macau knowhow for best practices in resort marketing and efficient operations Broad custom
Slide 12: Revenue sharing with MRP
Revenue sharing with MRP PLAI is entitled to the HIGHER of: 1. 50% of MRP’s gaming EBITDA computed without deducting lease expenses but after deducting: • Management allowance for 2% of Net City of Dreams Manila EBITDA Sharing Win, where “Net Win” is defined as: Gross Gaming Revenue − For mass marke
Slide 13: Positioned to benefit from gaming sector
Historical Financial Summary: Positioned to benefit from gaming sector • The operation of 3 world-class integrated resorts has legitimized Entertainment City as a worthwhile destination for tourists looking for games of chance • Manila is an attractive destination for Asian gamers : only a few hours
Slide 14: Historical Financial Summary: Strong Proxy for Gaming Sector
Historical Financial Summary: Strong Proxy for Gaming Sector P R E S E N T A T I O N T O I N V E S T O R S 14
Slide 15: For more information
For more information Principal Investor Relations Contact: Carlo R. Climaco Office Number: +632 8662.8888 Email Address: Carlo.Climaco@premiumleisurecorp.com Official Website: www.premiumleisurecorp.com PSE Ticker PLC Bloomberg Ticker PLC:PM Reuters Ticker PLC:PS Disclaimer Except for historical fin