opportunity day: 2019 - listed...

Opportunity Day: 2019

Grand Prix International Public Company Limited (“GPI”)

Mr. Jaturont Komolmis, COO

Notes*:(Organisation Internationale des Constructeurs d'Automobiles)

Business

Strategy

Exhibition and

Marketing Event

eSports Global

Trends

Develop New media

contents

Expand printing

Business

Big Data development

Disclaimer: The information contained in this presentation is for information purposes only and does

not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or

subscribe for share in Grandprix International Public Company Limited (“GPI” and shares in GPI,

“shares”) in any jurisdiction nor should it or any part of it form the basis of, or be relied upon in any

connection with, any contract or commitment whatsoever. This presentation may include information

which is forward-looking in nature. Forward-looking information involve known and unknown risks,

uncertainties and other factors which may impact on the actual outcomes, including economic

conditions in the markets in which GPI operates and general achievement of GPI business forecasts,

which will cause the actual results, performance or achievements of GPI to differ, perhaps materially,

from the results, performance or achievements expressed or implied in this presentation. This

presentation has been prepared by the GPI. The information in this presentation has not been

independently verified. No representation, warranty, express or implied, is made as to, and no

reliance should be placed on, the fairness, accuracy, completeness or correctness of the information

and opinions in this presentation. None of the GPI or any of its agents or advisers, or any of their

respective affiliates, advisers or representatives, shall have any liability (in negligence or otherwise)

for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in

connection with this presentation. This presentation is made, furnished and distributed for

information purposes only. No part of this presentation shall be relied upon directly or indirectly for

any investment decision-making or for any other purposes. This presentation and all other

information, materials or documents provided in connection therewith, shall not, either in whole or in

part, be reproduced, redistributed or made available to any other person, save in strict compliance

with all applicable laws.

2Mr. Jaturont Komolmis, COO


Overview

• Background and

History

• Vision and

business

• Industry

• Company

Agenda

Financial

Highlight

• Profitability

• Leverage

• Liquidity

Business

Strategy

• Exhibition and

Marketing Event

• eSports Global

Trends

• Develop New

media contents

• Expand printing

business to new

customer

• Big Data

development

Strictly Private & Confidential

Overview

• Background

and History

• Vision and

business

• Industry

• Company

Overview


Company OverviewBackground and History

“Over 5 decades of being Thailand’s TOP OF MIND in automotive media and exhibition”

Bangkok International Motor Show was

moved to Impact Muang Thong Thani.

Expanded into printing business

with strategy to create

economies of scale from

printing machine using in

publishing business and to

increase overall revenues.

After successful of Grand Prix magazine, GPI

initiated the first automotive exhibition in

Thailand named “Motor Show 79” held at Lumpini

Park of area 16,200 sqm.

With the success of the first

motor show, GPI moved the

venue to Suan Amporn and

BITEC Bangna lattely. And

also expanded area of event.

GPI organized 1st YANGON

International Motor Show on January 2019

1974

2011

1979

1980 – 2010

Present


2017The Company sold up 100

million shares in its initial

public offering (IPO) at 3.5

Baht per share.

Company Overview

VISION GPI is a leading event organizer and information provider with aim to create impressive

experience and entertainment for every lifestyle of automotive users.

Exhibition and Marketing Event Publishing and Digital Media Printing and Packaging

Overview : Vision and Business


The Thailand’s largest automotive innovation exhibition

with the international standard certified by *OICA.

The 25th Motor Show is the first that certificated by OICA

in 2004

Exhibits throughout 39 years with more than 1.6 million

Thai and foreign visitors.

Annually held for 2 weeks in March-April at Impact

Muang Thong Thani.

Bangkok International Motor Show

Bangkok Used Car Show

Business InformationExhibition and Marketing Event



A high-quality second-hand car exhibition from

renowned distributors.

Exhibits for 9 times since 2009, with over 0.2 million Thai and foreign visitors.

86%

Portion

624.52

683.24

628.86

400

470

540

610

680

750

2016 2017 2018

Marketing Event

Company’s event: GPI organizes own event intending to

advertise company, most event are automotive contest and

racing i.e. Car & Bike of the year, Motor sport etc.

Customer’s event: GPI is an automotive event organizer for

automotive companies. Some example events are test driving, training and launching new automotive innovation.




(THB mm)

Revenues from Exhibition and Marketing Event

86%

Portion

Business InformationExhibition and Marketing Event : some of marketing events


Set car display in Motor Show

• Deliver car display setting service for automobile company

Display



Train and advise to customers

• Train driving for customers and give advice car functions

Test Drive Event



Organize safety driving and performance driving event

Exhibition

Marketing Event



Valued Customers



Publishing and Media

New Media

Magazine: GPI creates and publish many magazine relatedwith automotive content including Grand prix, Motorcycle,

XO Autosport and Off road. And also acquires license to

publish a foreign lifestyle magazine under the name Garage

Life.

Newspaper: GPI issues weekly newspaper named Yuad Yan,one of the legendary automotive newspaper in Thailand

which has been published for over 19 years.

Television media: GPI currently produces 1 TV program

with automotive and variety contents.

Website: GPI expanded to online media by creating

website according to its magazine which including

www.grandprix.co.th, www.xo-autosport.com and

www.offroadmag-thailand.com.

Online TV: GPI broadcasts automotive tips car racing and

innovation program via Youtube.

More than 1.5 million people follow our webside and social

media and almost 500,000 peoples are our subscribers on

Youtube.

Mr. Peeraphong Eamlumnow, COO

Business InformationPublishing and New Media business

(THB mm)

75.9

57.0850.83

0

20

40

60

80

2016 2017 2018

Revenues from Printing and New Media business

Portion

Of Service Revenue in 2018

7%

Distribution agent

Distribution channels

Business InformationPublishing and New Media business : Sales and Distribution


Nanasan Trading Ltd.

Customer

Magazine and Newspaper

Product

60%

AdvertisingDirect sales

Advertising Agency

40%

Magazine and Newspaper

Digital mediaTV program


Business InformationPublishing and New Media business : Product Channel

7%

Of Service Revenue in 2018

Printing business

Provides full printing service in various types, such

as magazine, catalog, brochure, calendar etc.

Target customers cover extensive industry

including fashion, food and beverages, real estate, tourism.

(THB mm)

Revenues from Printing business

Business InformationPrinting business : Overall


52.2

74.6

51.96

0

20

40

60

80

2016 2017 2018Printing Product

Portion


2. Business Strategy

Business

Strategy

• Exhibition and

Marketing Event

• eSports Global

Trends

• Develop New

media contents

• Expand printing

business to new

customer

• Big Data

development

Business StrategyExhibition and Marketing Event : Expand automotive exhibition to neighboring countries

The 1st YANGON International Motor Show 2019

Exhibition

YANGON International Motor Show Exhibition YIMS audiences ( 23-27 Jan 19)

3,210 2969 2912

5119

6211

0

2,000

4,000

6,000

8,000

23 24 25 26 27

People

Total Audience in 5 day20,421 People

• Total car sales in 5 day of the YIMS : 120 cars

The 1st YANGON International Motor Show 2019


Mr. Anothai Eamlumnow, coo


Mr. Anothai Eamlumnow

Business StrategyExhibition and Marketing Event : Expand to exhibition and event business in other industries

Test drive and road show in Myanmar


Business Strategy

source: https://www.weforum.org/agenda/2018/07/the-explosive-growth-of-esports/

Exhibition and Marketing Event : Expand to exhibition and event business in other industries

eSports Global Trends


eSports Global Trends : GPeRacing Goal

Business Strategy


eSports Global Trends : GPeRacing Goal

Business Strategy

GP e Racing Series 2019

GP e-Racing Series 2019 -

Outline


GP e-Racing Series 2019 –Atmosphere

eSports Global Trends : GP e-Racing Series 2019

Business Strategy


Business Strategy

TV OnlineSocial Media

Website


Develop New media related with automotive contents

Car Buddy by GPI

Big Data

Big Data development

In order to build the competitive

advantage to our company, GPI has signed

contract with YDM Thailand to develop our

own big data from more than 1 million people

of our audience from magazines, websites,

social medias, and events by developing

applications for car users in Thailand under

the name “Car Buddy by GPI”. In the first

phase, this application will be used for

registering to get an e-ticket to enter The

Bangkok International Motor Show and get

information about promotion of each automotive company in the event.

Business Strategy

Process


Expand printing business to new customer

Business Strategy


Printing function

• Expand to packaging customer

• Emphasize on high technique printing

• Bidding for the big project

New Printing machine

Thai Print Awards 2018


Key Financial Performance

Financial

Highlight

• Profitability

• Leverage

• Liquidity

Financial HighlightPortion of Revenue

83%

12%7%

84%

8%

9%

86%

7%

7%

2012017201

6

Exhibition

Printing

Media

Financial HighlightProfitability : Net Profit slightly dropped but Net Profit Margin still climbed

119.60

140.17

131.51 15.89%

17.20%

17.97%

12.50%

15.00%

17.50%

20.00%

100.00

110.00

120.00

130.00

140.00

150.00

2016 2017 2018

317.8

329.8336.3

42.23%

40.47%

45.96%

37.50%

40.00%

42.50%

45.00%

47.50%

300.0

310.0

320.0

330.0

340.0

2016 2017 2018

… 140.17 131.51

752.62814.92

731.65

-

200.00

400.00

600.00

800.00

1,000.00

2016 2017 2018

(THB mm)(THB mm)

(THB mm)

Net Profit and Margin Gross Profit and Margin

Revenue and Net Profit

Revenue Net Profit

Net Profit Net Profit Margin Gross Profit Gross Profit Margin

283.15320.78

192.66

38.7522.21

25.07

-20.00

80.00

180.00

280.00

380.00

2016 2017 2018

Current Debt Non Current Debt

88% 94%

88%

217.73

342.99

Financial HighlightBalance Sheet : Total debt slumped in 2018 from a year earlier

396.30

741.91 783.43

-

200.00

400.00

600.00

800.00

1,000.00

2016 2017 2018

(THB mm)

Total Debt Equity

217.73

783.43

1001.16

Asset

Liability

Equity

B/S 2018

321.90

Financial HighlightLiability :

0.81

0.46

0.28

0.20

0.40

0.60

0.80

1.00

2016 2017 2018

leverage

Debt to Equity Ratio

Financial HighlightLiquidity : Cash and Current ratio rose up from Current debt drop in 2018

60.27

413.99

271.02

0.21

1.29

1.41

0.00

0.40

0.80

1.20

1.60

0.00

100.00

200.00

300.00

400.00

500.00

536.46

906.68

731.20

1.89

2.83

3.80

0.00

1.00

2.00

3.00

4.00

0.00

200.00

400.00

600.00

800.00

1000.00

2016 2017 2018

Cash Cash RatioCurrent Asset

Current Ratio

2016 2017 2018

Cash ratio Current ratio

(THB mm)leverage (THB mm)leverage

35

Q&A

opportunity day: 2019 - listed...

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