200 likes | 284 Views
BEC World Plc. Presentation for Investors SET OPORTUNITY DAY 21 September 2006 Industry Overview Financial Highlights. Advertising Expenditure Trends:. ESTIMATED TOTAL ADVERTISING EXPENDITURE BY MEDIUM YTD JANUARY- AUGUST 06 VS 05 BAHT MILLIONS
E N D
BEC World Plc. Presentation for Investors SET OPORTUNITY DAY 21 September 2006 Industry Overview Financial Highlights
Advertising Expenditure Trends: ESTIMATED TOTAL ADVERTISING EXPENDITURE BY MEDIUM YTD JANUARY- AUGUST 06 VS 05 BAHT MILLIONS MEDIA YTD 06 SOV% YTD 05 SOV% DIFF % Change TV 35,542 60.27 32,963 59.05 2,579 7.82 RADIO 4,308 7.31 4,079 7.31 229 5.61 NEWSPAPERS 10,199 17.29 10,436 18.70 -(237) -(2.27) MAGAZINES 3,960 6.72 3,894 6.98 66 1.69 CINEMA 1,043 1.77 864 1.55 179 20.72 OUTDOOR 3,113 5.28 3,020 5.41 93 3.08 TRANSIT 633 1.07 485 0.87 148 30.52 IN STORE 175 0.30 80 0.14 95 118.75 TOTAL 58,971 100.00 55,820 100.00 3,151 5.64 Source: Nielsen Media Research
TV Advertising Trend: High Growth Rate – Recovers Fast Source: Nielsen Media Research
Advertising Spends on TV YTD 2006 vs YTD 2005 Millions Baht +4.8% +19.5% -3.4% +4.8% +12.0% +15.5% Source: Nielsen Media Research
Top 20 Advertisers on Television YTD Aug’06: Source: Nielsen Media Research
STATION SHARE OF AUDIENCE 2005 - 2006 WHOLE KINGDOM : ALL AGED 4+ 06.00 - 24.00 POTENTIAL 2005 : 58,396,000 ; 2006 : 59,400,000 Source: Nielsen Media Research
AUDIENCE SIZE BY CHANNEL - WEEKDAY
TV VIEWING PATTERN BY AGE GROUP - WEEKDAY
AUDIENCE SIZE BY CHANNEL - WEEKEND
TV VIEWING PATTERN BY AGE GROUP- WEEKEND
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.
BEC World Second Quarter of 2006
BEC World First Half 2006
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)