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Listed and traded on the Indonesia Stock Exchange

STOCK CODE: MNCN

PT Media Nusantara Citra


Corporate Update
June 2019
Macro Drivers Support Industry Growth

Source : Indonesian bureau of


statistic 2019 report

Population & Real GDP (US$) (2018) * What are the macro drivers?
• A large & young population, 226mn
300 * In Millions
people below age of 54; growing by 3
1,148,253
250 to 4 Million people every year for the
200 265 next 15 years.
107 437,515
150 95 • A rising middle class group will grow
69 383,304 the advertising expenditure in line
100 323,680 319,915
with GDP growth
50 32
6
186,326 • A stronger growth will be driven by
0
Indonesia Philippines Vietnam Thailand Malaysia Singapore more robust private investment
activities and acceleration of
Population US$ Real GDP
infrastructure development
Indonesia Growth of Real GDP (%)
A Young Population (2018)
5.5 5.5 5.5 5.5 43%
5.3
5 4.9 5 5.1 27% 17%

8%
6%

2014 2015 2016 2017 2018 2019 2020 2021 2022


0 - 14 15 - 24 25 - 54 55 - 64 65+ 2
The Largest Fully Integrated Media Company in Southeast Asia

PUBLIC

64% 36%

FREE-TO-AIR TV CONTENT DIGITAL


ENTERTAINMENT PRODUCTION (Short – Mid – Long Form) • FTA + / RCTI + (*)
• Socmed content
(original content,
library & aggregation)
• News portal
TALENT
CONTENT LIBRARY PAY CHANNELS • Digital broadcast
MANAGEMENT
Entertainment FTA focusing
• Content licensing to
on family audience
Digital Platform
INFORMATION & SPORTS
• User Generated
Content library Content (UGC)
contains more than
300,000 hours and
Largest news TV and increasing by more
programs (providing news than 20,000 hours per
programs to the Group’s 3 year
entertainment FTA) 3
Indonesia Advertising Market Share

• Given the infrastructure constraint, TV is the only medium to reach a mass audience.
• TV advertising is expected to maintain a dominant market share
• A more stable economic growth will boost ad spend, TV advertising should trend at a 5%
CAGR between 2017-22
• 94% smartphone penetration among online users, grew from 40% in 2013.

2018 Indonesia Advertising – By Media (in Rp Mill)


Radio, 2%
Print, 16% 40,000,000

OOH, 2% 35,000,000

30,000,000
Internet, TV, 64%
16% 25,000,000

20,000,000
2022
Print, 15,000,000
Radio,
10% 1%
OOH,
2% 10,000,000

5,000,000

Internet, -
25% TV, 62%
2015 2016 2017 2018 2019 2020 2021 2022
TV Internet Print & Related Other 4
Source : MPA 2018 report, adjusted
The Largest Audience Share & FTA TV Advertising Market Share

50.0 MNCN Audience Share 2008 – 2019*


45.0
39.4 38.4 39.2
44.8
40.0
35.3
36.7 37.2 36.4 35.1 • MNCN continues to produce top drama
35.0 series and talent search programs
29.1
30.0 successfully fulfilled demand on high
25.0 quality Indonesian culture-based
20.0
entertainment
15.0 • We also have 17 MNC branded Pay TV
10.0 Channels. These channels are integral to
5.0 our content strategy
0.0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019* Source : Nielsen *Jan-19 (1-21)

Indonesia Advertising Market Share

43 43
37 39 40 • MNC Group dominates Advertising
market share amongst all FTA TV
26 28 28 27 Stations in the nation
24
18
15 17 16 • Content is the only way to capture
14 1414 12 12 10 audience share and monetize advertising
4 4 4 4 4 dollars
0 0 1 1 1
• MNC sells different forms of advertising
2014 2015 2016 2017 9M - 2018 from filler TVC, built-in, virtual ads,
mobile ads and other creative ads
MNC Group Emtek Group Trans Corp Viva Group Metro TVRI 5
TV Advertising Revenue

• Conventional TVC (15” and 30”)


during commercial break
Advertising
Revenue Stream
• Creative ads/ Non Time Consuming
ads (Built-in, Virtual Ads, Squeeze
Frame, etc)
Conventional TVC Build-In Advertising

• Equity Link (Air time and Content


Library)

• Digital Ads : Digital Broadcast, Social


Media (including original content),
Virtual Advertising on Drama Series (TOP) Squeezed Frame Advertising
Online Portal, UGC, OTT, FTA+ /
RCTI +*, etc)
*launch soon 6
Content Revenue

CONTENT CONTENT LIBRARY PAY CHANNELS


PRODUCTION LICENSING LICENSING
(group & non-group) (FTA, DTH, Pay TV, (DTH Pay TV, IPTV,
IPTV, Mobile/Streaming, OTT)
Short, Mid, and Long
OTT)
Form
• Content produced in-house • Produces more than • 90%+ of pay Channel
include Drama, Talent 20,000 hours of content content is sourced from the
Search, Animation, Sitcom, annually. library & original content
Movie, Reality, Infotainment, • Owns more than 300,000 produced in-house.
Variety, Talk Show, News. hours of content library • Owns 17 Pay Channels with
with breakdown of 60% various genres.
non News and 40% News
content.

Drama Series* 39%


Talent Search*
more than
Movie 80%
80% Drama, Talent Search, Animation, Sitcom,

LOCAL
Infotainment 26%
CONTENT
Reality Program 28%
95% IN-HOUSE
PRODUCE Local Animation more than 50% 7
• Generating highest revenue per one hour broadcast
The Largest Content Producer and Library Owner

CONTENT
DRAMA TALENT SEARCH ANIMATION SITCOM REALITY INFOTAINMENT TALK SHOW NEWS VARIETY

Pay Channels

8
The Best Talent Search Program

9
Drama Series Production – Indonesia Market Share

Max
Others
Diwangkara 3% 3%
2%
k-Starvi+ MD
2% 3%
Verona
Tripar MP 2%
4%

Tobali
6%
39%

Mega Kreasi
14%

Sinemart
22%

MNC Pictures Sinemart Mega Kreasi Tobali Tripar MP Verona k-Starvi+ Diwangkara MD Max Others

10
Most watched Pay Channels in Indonesia

Number #1 Indonesia Pay Channels Market position with 25.90% shares.


(FTA Channels generate highest audiance share)
Rank Channel Share (%) Rank Channel Share (%) Rank Channel Share (%) The Top 10 Pay-TV
1 RCTI Pay 11.59 26 FOX ACTION MOVIES 0.72 51 ASIAN FOOD CHANNEL 0.17 channels in Indonesia.
2 TRANS Pay 10.65 27 NATIONAL GEOGRAPHIC 0.62 52 MNC SHOP TRENDY 0.17
3 TRANS7 Pay 8.36 28 S-ONE 0.59 53 DMAX 0.17 Rank Channel Share (%)
1 MNCN 25.90
4 SCTV Pay 7.98 29 NICKELODEON 0.53 54 COMEDY CHANNEL 0.16
2 TRANS 19.01
5 IVM Pay 7.21 30 DRAMA CHANNEL 0.49 55 MNC FASHION 0.15
3 SCMA 15.19
6 TVONE Pay 7.07 31 CELESTIAL MOVIES 0.44 56 FOOD AND TRAVEL 0.15
4 VIVA 13.71
7 ANTV Pay 6.64 32 MOVIE CHANNEL 0.42 57 THRILL 0.12
5 FOX[x]Disney 8.20
8 METRO Pay 5.07 33 FOX CHANNEL 0.41 58 FOX LIFE 0.12
6 Warner 5.74
9 GTV Pay 4.33 34 CCM 0.38 59 DISCOVERY CHANNEL 0.12
7 MTRO 5.07
10 MNCTV Pay 3.63 35 BEIN SPORTS 1 0.36 60 DIVA 0.11
8 Sony 1.54
11 DISNEY JUNIOR 1.49 36 BERITA SATU 0.31 61 EXTREME CHANNEL 0.11
9 VIA COM 1.38
12 CARTOON NETWORK 1.44 37 HEALTH AND BEAUTY 0.30 62 FOX SPORTS 0.1
10 TVRI 0.92
13 FOX FAMILY MOVIES 1.34 38 INFOTAINMENT 0.28 63 SOCCER CHANNEL 0.10
14 HBO 1.33 39 Z BIOSKOP 0.28 64 ANIMAL PLANET 0.10 Source : Nielsen, Feb19
15 FOX MOVIES 1.20 40 TOONAMI 0.28 65 GAMES CHANNEL 0.09
16 CNN INDONESIA 1.15 41 HBO HITS 0.27 66 AUTO AND GADGET 0.09
17 MNC ENTERTAIMENT 1.01 42 FOX SPORTS 2 0.27 67 PREMIERE 0.08
18 INEWS Pay 0.96 43 HBO FAMILY 0.25 68 GEM 0.08
19 TVRI1 Pay 0.92 44 MNC LIFESTYLE 0.25 69 HOME AND LIVING 0.08
20 NICK JUNIOR 0.85 45 KIDS CHANEL 0.24 70 ANIMAX 0.07
21 CINEMAX 0.82 46 FOX CRIME 0.22 71 IDX CHANNEL 0.06
22 MNC NEWS 0.82 47 MUSIC CHANNEL 0.22 72 CHANNEL V 0.06
23 BABY TV 0.82 48 HIDAYAH 0.22 73 FX 0.02
24 DISNEY CHANNEL 0.80 49 MNC SPORTS 0.21 74 NGC WILD 0.01
25 AXN 0.80 50 HBO SIGNATURE 0.2 75 TRAVEL LIVING CHANNEL0.01
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Star Media Nusantara: Talent Management

• The biggest talent management company in Indonesia with more than 300 talents with
various background under exclusive contract (5 years + 5 years).
• The Company manages national talent to perform in TV shows (group or non group),
radios, off air events and OOH/TV commercial.
• There is a revenue split between talent and the Company for all bookings, including
endorsements on their respective social media platforms.
Singing
Competition
Christoper Edgar Sharla Martiza Kim Kimberly Dahlia Yogie Mahesya
Citra ScholastikaGiselle Anastasia Nowella
2016 2017 2017 2015 2015 2015
2010 2008 2014
B Force
2017

Christoper Sharon Navis Aditya Indah Nevertari Trio Wijaya Andmesh


Ajeng Astiani Aldy Saputra Angela July 2014 2016 Kamaleng
Laurensius 2017 2017 2015 2015 2015 Soul Sisters
2016 2017 2017

Chef / Cooking
Contest

Brian Luvita Deny Afif Winner Zidan Patrick


2013 2015 2015 2014 2014 2014

Other Talent
Search
Oge Arthemus –Master Limbad – Bow Vernon Boy WIlliam Libra Akila Okky Julian
Maria HarfantiNatasha Mannuela H Achintya Nilsen
Season 1, 2009 Season 2, 2009 Season 5, 2012 2010 2011 2013
2015 2016 2017

Ayu Ting Ting Lolita Agustine Dede Sunandar


2010 2010 2014
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Star Hits – Leading Digital Network
• Star Hits is a digital network that develops content creators, talent or influencers, to
cooperate with the brand and to create the ecosystem that are connected in the content.
• Owns various channels under star hits family brand, which focuses on various different
genres.
• Currently, Star Hits also coordinates all of MNC Group’s channels in all social media.
• Star Hits has received MCN (Multi-Channel Network) license from Youtube in 2019.

13
Digital Mobile/ Online Advertising Revenue

• Digital Broadcast
• Social Media (Library & original content, etc)
• Library/channel licensing to digital platform
• Online portal, UGC, MCN, etc.
• FTA+ / RCTI + - coming soon

14
15
Digital Broadcast

Second Screen Quiz Interactive Second Screen Activity Second Screen Live Chat

Digital quiz interactive where user can answer Brand activation on RCTI Mobile where users Users can access live streaming on RCTI
al the questions on TV via RCTI Mobile. The can send their comments and upload their Mobile as well as having interactive with
questions will be appeared in a form of photos which inline with brand campaign another user using chat feature
template with 110 sec. The questions consist
of product knowledge from brand and
program

Banner Random Pre Roll


A small picture on TVC with 15 sec
top of page with duration. Pre roll
landing page will appear before
Native Ads
the video content
Bigger than
banner, native
ads are in the
middle of the
page. Brand can
put their landing
page on native
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ads
Number One YouTube TV Views & Subscribers in Indonesia

MNC Media vs Competitors


MNC Media vs Competitors Subscribers
VIEWS (IN BILLION) Metro
Kompas
976,052
2,896,671

VIVA
MNCN NET TRANS EMTEK KOMPAS VIVA METRO
5,605,786
MNCN
13.7
37,602,606

Trans Group
14,894,076

8.1

6.0
SCMA
4.3 11,241,685

1.8 1.4 NET


16,292,452
0.4

MNCN NET TRANS EMTEK KOMPAS VIVA METRO MNCN NET SCMA Trans Group VIVA Metro Group Kompas

*Source : MNC Research, as per 29 Apr 2019 *Including twitter, FB, IG, the total subscribers reach over 48 million, the
largerst in South East Asia
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Most watched Indonesia YouTube content comes from our
short clips drama series

18
Maximize Brand’s Presence Through Engaging
WebSeries Ads

19
MNC Group “News Portal” ranked #4 and #6 in Indonesia

ALEXA RANKS
Top Indonesian Sites

Tribunnews.com 11. Grid.id


1.

12. Google.co.id
2. Google.com
13. Idntimes.com
3. Youtube.com
14. Kumparan.com
4. Okezone.com
15. Suara.com
5. Detik.com
16. Yahoo.com
6. Sindonews.com
17. Merdeka.com
7. Liputan6.com
18. Cnnindonesia.com
8. Bukalapak.com
19. Kaskus.co.id
9. Kompas.com
20. Viva.co.id *Update 25 Mei 2019
10. Blogspot.com

Noted : For News portal, Okezone.com is ranked #2 and Sindonews.com #4

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Welcome to MNC FTA+ / RCTI+ Mobile Apps

• A spectacular extension of RCTI, MNCTV, GTV, and iNews FTA TV


which is available for free via Apps (IOS & Android).
• MNC is digitally all in!

Excellent Live • Single & Multi Camera Views for Streaming


Streaming • Catch up TV

• FTA Programs - Current and Library


• Extended Content –Rejuvenated Library Content, Fresh
Extended Content, and FTA Unaired Content (bloopers and
Creative behind the scene)
Content
• Creative Contents: Quiz, Reward system, Original short &
mid form content, Audition, News clips, Radio, etc
• Content Partners - (SMN & Third Party Partners)

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MNC Integrated Studios Facilities

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MNCN FS 2018 VS 2017
MNCN booked strong growth in Revenues

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MNCN Q1-2018 VS Q1-19
Net income also booked a staggering increase of 98% YoY in Q1-2019

Digital :
• Digital Broadcast
• Social Media (Library & original
content, etc)
• Library/channel licensing to digital
platform
• Online portal

Advertising :
• Conventional TVC
• Creative ads/ NTC ads
• Equity Link

Content :
• Content Production
• Content Library
• Pay Channel

Others :
• Talent Management
• Print (Being down sized)

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