Media Chinese International Ltd · HKEX:685

Media Chinese International — Q2 FY2012/13 Earnings Presentation

20 slides from Media Chinese International's earnings presentation, November 2012

  1. Slide 1: Media Chinese International Limited 2nd Quarter FY2012/13 Results Presentation

    Media Chinese International Limited 2nd Quarter FY2012/13 Results Presentation November 2012 1 Stock Code: (Malaysia) 5090 ; (Hong Kong) 685

  2. Slide 2: Agenda

    Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 2

  3. Slide 3: Corporate Portfolio – Background & Products

    Corporate Portfolio – Background & Products Media Chinese (Dual Primary Listed) Greater China Southeast Asia North America Digital Media Sin Chew Daily MP Daily News in Online: >40websites MP Daily News (HK) Vancouver and ByRead China Press Yazhou Zhoukan Toronto Guang Ming Daily Hihoku 6 HK magazin

  4. Slide 4: Corporate Portfolio – History of Products

    Corporate Portfolio – History of Products Publishing since In publication for • Nanyang Siang Pau 1923 89 years • Sin Chew Daily 1924 88 years • China Press 1946 66 years • Ming Pao Daily News (Hong Kong Edition) 1959 53 years • Ming Pao Monthly 1966 46 years • Ming Pao Weekly 1968 44 years • Yazhou

  5. Slide 5: Agenda

    Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 5

  6. Slide 6: Market Share in Malaysia and Hong Kong

    Market Share in Malaysia and Hong Kong MALAYSIA Period from 1 July 11 to 31 Dec 11 Chinese Newspapers Ranking in Malaysia Sin Chew -Sin Chew Daily 406,297 No. 1 -Guang Ming Daily 112,181 No. 3 Nanyang -China Press 238,106 No. 2 No. 4 -Nanyang Siang Pau (figure for the period 1.7.06 to 30.6.07) 114,0

  7. Slide 7: Total Adex for YTD Sept 2012 in Malaysia

    Total Adex for YTD Sept 2012 in Malaysia Total Adex for YTD Sept 2012 Total Adex (RM) NPPS : 3.202m Cinema Outdoor POS -0.5% Radio 0.4% 1.7% 1.8% Internet Magazines: 104m 5.2% 0.5% FTA Magz 1.7% 33.0% FTA : 2,211m Radio : 318m NPPS Outdoor : 106m 52.5% POS : 107m -0.4% *Internet : 28m Cinema : 25m R

  8. Slide 8: Share Of Advertising Expenditure In Malaysia Media YTD September 2012

    Share Of Advertising Expenditure In Malaysia Media YTD September 2012 ALL MEDIA (NATIONAL) NEWSPAPERS IN W.M FTA Magz ENG Npps 36.3% 1.7% 40.0% MCIL Group Radio 21.8% Npps 5.2% Tamil Npps CHN Npps 52.7% Cinema 0.5% KW 24.7% 1.6% 0.2% Outdoor BM Npps Internet 1.4% 34.8% MSP 0.8% POS 0.1% 1.7% ODN 1.2

  9. Slide 9: Total Adex for FY2011 in Hong Kong

    Total Adex for FY2011 in Hong Kong Total Adex FY2011 Total Adex (HKD) Interactive Others 4.3% 11.7% NPPS : 29,269m 13.3% Radio 3.7% Magazines: 13,661m TV : 31,410m MAGZ TV Radio : 3,439m 18.2% 14.8% 33.9% Interactive : 3,988m NPPS Others : 10,802m 31.6% NPPS : 14.0% Magazines: 11.8% TV : 12.8% HKD 9

  10. Slide 10: Total Adex for YTD Sept 2012 in Hong Kong

    Total Adex for YTD Sept 2012 in Hong Kong Total Adex Jan-Sept 2012 Total Adex (HKD) Interactive 6% Others 11% NPPS : 23,092m Radio Magazines : 10,386m 10.2% 4% TV : 24,982m MAGZ TV 34% Radio : 2,608m 13.6% 14% Interactive : 4,733m NPPS Others : 8,472m 31% NPPS : 10.8% Magazines : 8.9% HKD 74,273m TV

  11. Slide 11: Agenda

    Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 11

  12. Slide 12: Financial Performance Highlights (Unaudited)

    Financial Performance Highlights (Unaudited) Interim Financial Performance - Turnover Half Year Results (US$ million) 2012/13 Q2 2011/12 Q2 Malaysia & other SEA countries 144.3 145.7 Hong Kong, PRC & North America 52.2 52.0 Travel and travel related services 48.2 48.0 Total Turnover 244.7 245.7 Inte

  13. Slide 13: Financial Performance Highlights (Unaudited)

    Financial Performance Highlights (Unaudited) As of 30 Sept 2012 (US$ million) 30 Sept 2012 30 Sept 2011 % Variance Shareholders’ equity 418.0 380.00 10.0 % Earnings per share (US cents) 1.68 1.70 1.2 % Dividend per share (US cents) 0.673 1.20* 43.9% Net assets per share (US cents) 24.77 22.50 10.1 %

  14. Slide 14: Profit Before Tax (Six months ended 30 Sept)

    Profit Before Tax (Six months ended 30 Sept) US$’000 PBT (Six months ended 30 Sep) 40000 38,725 35000 37,204 37,808 30000 25000 20000 23,166 20,779 15000 10000 5000 0 2008 2009 2010 2011 2012 Year 14

  15. Slide 15: Dividends

    Dividends PATMI (USD) Dividend per share Dividend pay out (US cents) ratio 30 Sept 2012 28,372,000 0.673 40% 28 Nov 2012 N/A 13.0 N/A 15

  16. Slide 16: Agenda

    Agenda • Corporate Portfolio • Market Highlights • Financial Performance (Unaudited) • Future Plans & Strategies 16

  17. Slide 17: Future Plans & Strategies

    Future Plans & Strategies Proposed Spin-off of MCIL Travel & Travel-related Businesses 17

  18. Slide 18: Future Plans & Strategies

    Future Plans & Strategies Digital Media Business - Continuous Improvement - Stable Contribution 18

  19. Slide 19: Thank you

    pe Thank you 19

  20. Slide 20: Looking Forward Statements

    Looking Forward Statements This presentation includes certain forward-looking statements. All statements, other than statements of historical facts, that address activities, events or developments that Media Chinese International Ltd expects or anticipates will or may occur in the future are forward

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