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BEC World Plc. Presentation At SET Opportunity Day 9 September 2005. Advertising Expenditure Trends:. Source: CIA Media Innovation & NMR. Advertising Expenditure Trends:. Source: Nielsen Media Research. TV Advertising Expenditure:. High Growth Rate – Recovers Fast.
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BEC World Plc. Presentation At SET Opportunity Day 9 September 2005
Advertising Expenditure Trends: Source: CIA Media Innovation & NMR
Advertising Expenditure Trends: Source: Nielsen Media Research
TV Advertising Expenditure: High Growth Rate – Recovers Fast Source: Nielsen Media Research
Market Shares 2005: First 6 Months: Source: Nielsen Media Research
1H05 TV ADEX: Unit: Baht Million Source: Nielsen Media Research
1H05 TV ADEX: Source: Nielsen Media Research
1 H 05 1 H 04 Change 05 - 04 Rank PRODUCT SECTION TOTAL ADEX % TOTAL ADEX % Amt. % 1 COMMUNICATIONS 1 , 993 , 883 8 . 2 % 2 , 255 , 074 10 % - 261 , 191 - 11 . 6 % 2 NON ALCHOHOLIC BEVER.. 1 , 928 , 077 7 . 9 % 1 , 915 , 182 8 % 12 , 895 0 . 7 % 3 SKIN CARE PREPARATION 1 , 647 , 730 6 . 7 % 1 , 816 , 478 8 % - 168 , 748 - 9 . 3 % 4 LEISURE 1 , 413 , 737 5 . 8 % 1 , 281 , 387 5 % 132 , 350 10 . 3 % 5 CD/VDO & MUSIC PRO… 1 , 407 , 964 5 . 8 % 1 , 397 , 774 6 % 10 , 190 0 . 7 % 6 TOILETRIES 1 , 391 , 166 5 . 7 % 1 , 151 , 001 5 % 240 , 165 20 . 9 % 7 GOVERNMENT & COMMU… 1 , 358 , 866 5 . 6 % 914 , 713 4 % 444 , 153 48 . 6 % 8 HAIR PREPARATION 1 , 070 , 043 4 . 4 % 1 , 223 , 066 5 % - 153 , 023 - 12 . 5 % 9 FOODSTUFFS 993 , 945 4 . 1 % 935 , 675 4 % 58 , 270 6 . 2 % 10 MEDIA & MARKETING 863 , 960 3 . 5 % 854 , 992 4 % 8 , 968 1 . 0 % 11 MOTOR VEHICLES 760 , 132 3 . 1 % 742 , 354 3 % 17 , 778 2 . 4 % 12 ALCOHOLIC BEVERAGES 742 , 640 3 . 0 % 647 , 263 3 % 95 , 377 14 . 7 % 13 DAIRY PRODUCT 681 , 572 2 . 8 % 666 , 134 3 % 15 , 438 2 . 3 % 14 BUILDING & MACHINERY 606 , 867 2 . 5 % 530 , 258 2 % 76 , 609 14 . 4 % 15 NON AUDIO/VISUAL 600 , 044 2 . 5 % 496 , 472 2 % 103 , 572 20 . 9 % 1H05 TV ADEX: Source: Nielsen Media Research
Advertising Expenditure Trends: Source: Nielsen Media Research
Advertising Expenditure Trends: Source: Nielsen Media Research
Audience Share 1999-2004: Source: Nielsen Media Research
Share of Audience: Source: Nielsen Media Research
Industry Reform: • We shall see NBC and Broadcasting Bill shortly. • The reform is about to begin. • The reform is “blessing in disguised” for BEC as the industry will be more transparent and orderly. • Long awaited new investment opportunities in domestic market will be opened for BEC.
Our Revenue History: Baht :Million
No New Rates at October 1st 2005: • BEC will not raise its primetime ad-rate up this October as our loading is not as tight as we used to be. • However, there were many increases during the year on non-primetime slots. • BEC used to adjust its rate-card up every October in line with the 2nd wave of high season. The increases are intended primary to cope with the growing demands, whereas our efficiency is also an additional attribute.
High Operating Leverage: As our operating costs and expenses are mostly fixed in nature, thus BEC World has high operating leverage. Our profitability will improve greater than the growth rate of our revenue growth. Revenue and Profit Growth (1Q99 is BASE)
BEC’s Dividend History: Baht per share BEC World intends to grow its dividend as well as to retain high payout ratio.