London, March 10 2008 Yaroslav Porokhnyak Vice-president, strategic investments.
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Transcript of London, March 10 2008 Yaroslav Porokhnyak Vice-president, strategic investments.
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London, March 10 2008
Yaroslav Porokhnyak
Vice-president, strategic investments
U.A. InterMedia Group Limited
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Content
TV advertising market in Ukraine1
U.A. Inter Media Group Ltd. overview2
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Content
1
2 U.A. Inter Media Group Ltd. overview
TV advertising market in Ukraine
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Fastest growing market in Europe $1,15 bn totaled ad market in 2007 Share of television is more then 50%
28% growth in2005-2007
(CAGR)
Growth 25-30% in 2008-2009F
Expansion of national economy and low base are main growth drivers $1,37 bn to total ad market in 2008 (F) (33% growth)
10 40 42 59 141 219 289611
0200400600
855.81158 1337
551
0
500
1000
1500
2005 2006 2007 2008F
CAGR (05-07) 28%
Good dynamics…. …. Ad spending per capita remains low
USD mn USD mn
Source: All-Ukrainian advertising coalition, GfK, Dragon Capital est.
Advertising market of Ukraine
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~ 50% of total ad market
Free-to-air remains the main delivery channel (penetration is about 95%)
Cable tv penetration is only 20-25%
Market volume – about $547 mn. U.A. Inter Media - leader of Ukrainian TV
market Media group has a well balanced tv channels
portfolio – popular family channels and niche channels
Market forecast for 2008 is $690 mn
28% growth in 2005-2007
(CAGR)
31%
6%
6%
8%
8%
18%
26%
Others
STB
Ukraine TRK
ICTV
Novyi
1+1
U.A. Inter Media
Market leaders (2007)
Source: All-Ukrainian advertising coalition, GfK, Dragon Capital est.
Television advertising
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№ TV show Aired Channel Rating, % Share, %
1 Tetyana’s day (TV/Series) 25/12/07 Inter 20,6 44,3
2 Podrobytsi (news) 01/10/07 Inter 18,2 40,6
3 Dances with stars 3 02/12/07 1+1 Studio 17,5 36,4
4 Dairymaid from Hatsapetovka (movie) 9/12/07 Inter 17,2 39,0
5 Liquidation (TV/Series) 08/11/07 Inter 16,6 42,2
6 Dances with stars 2 (gala concert) 29/04/07 1+1 Studio 16,2 38,0
7 Cadets (TV/Series) 21/03/07 1+1 Studio 15,7 32,8
8 Podrobytsi tyzhnya (news) 09/12/07 Inter 15,5 33,3
9 Dances with stars 2 10/03/07 1+1 Studio 15,3 33,1
10 Ticket to harem (TV/Series) 18/12/07 Inter 15,2 36,8
Viewers’ attraction leaders among TV shows in 2007
Source: All-Ukrainian advertising coalition, GfK, Dragon Capital est.
Television advertising
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Content
1
2
TV advertising market in Ukraine
U.A. Inter Media Group Ltd. overview
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Milestones
2005
Inter acquisition
Jan 2007
K1, K2, Megasport acquisition
Dec 2007
NTN acquisition
deal finalized
2008
Ukrainian news agency consolidation
To be continued
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Main assets
«National Information Systems» – in-house information service
Ukrainian news – major UA news service
Inter Media Production - tv movies and shows production
Pirate Production 07 Production
Television channels capabilities
Thorsat – the largest cable networks distributor
Direct Sight – distribution of programming products
Centralized ad sales and product placement services
Vidminna reklama ad sales house
Highline Media
Content and media production
Broadcasting Ad sales
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Main assets cont.Founded: 1996
Medium: free-to-air
Reach: 99 %
Cable Networks Penetration: 217 partners
Current Share: 21 (18+); 15 (14 – 49)
Prevailing Demographics: female/male, 16 – 59 y.o.
Content Profile: heavy emphasis, especially in prime time, on TV products (TV MOWs, live action dramas,
documentaries) and entertainment shows; nation’s most-watched news and information programs
Founded: 2003
Medium: satellite (delivered through 5 satellites)
Cable, Satellite & Cellular Networks Penetration: 127 partners in 23 countries worldwide
Prevailing Demographics: Ukrainian expatriates and diasporas in foreign countries
Content Profile: feature films, documentaries, entertainment and educational shows, live action dramas
Founded: 2001
Medium: free-to-cable
Reach: 17.6 %
Cable Networks Penetration: 108 partners
Prevailing Demographics: female/male, 25 - 40 y.o.
Content Profile: international pop music videos, concerts, showbiz news
Founded: 2001
Medium: free-to-cable
Reach: 29.2 %
Cable Networks Penetration: 176 partners
Prevailing Demographics: male/female, 16 – 59
Content Profile: predominantly feature films, world movies classics, movie-making industry news and
celebrated personalities profiles
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Founded: 2005
Medium: free-to-cable/free-to-air
Reach: 48 %
Cable Networks Penetration: 138 partners
Current Share: 0.7
Prevailing Demographics: male, 25 – 45
Content Profile: feature films, factual and wildlife documentaries, talk-shows, political reviews
Founded: 2005
Medium: free-to-cable
Reach: 17 %
Cable Networks Penetration: 88 partners
Current Share: 0.2 %
Prevailing Demographics: female, 18 – 59
Content Profile: telenovellas, live action series, TV MOWs and female-oriented talk-shows and interstitials
Founded: 2005
Medium: free-to-air
Reach: 78 %
Cable Networks Penetration: 179 partners
Current Share: 1.5 %
Prevailing Demographics: male, 18+
Content Profile: sport tournaments – international or domestic, brought live or in reviews, major sport events
Founded: 2005Medium: free-to-air
Reach: 78 %
Prevailing Demographics: male, 18 -45, female, 20+ Content Profile: news, documentaries, own production
New
Main assets cont.
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0.59 0.390.14
3.22
1.78
0.560.85
0.08
21,4
2.3
1.4
0.17
22,1
0.14
2006 2007
Main Assets cont.
18+ 18-49 Male 18+ 14-49 14-49 female 20-5014-49
Market shares of television channels*, in %
* Share - % of viewers watched a TV show in a specific time period
Audience...
Source: All-Ukrainian advertising coalition, GfK, Dragon Capital est.
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Over 40% of revenues are from multinationals and large Ukrainian companies
Main clients
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Technology and Equipment A brand new and the only in Ukraine tape-free
electronic storage system;
Two mobile television stations (OB-vans) equipped with the total of 17 remote controllable digital TV cameras;
Two news making studios operating the most up-to-date AVID system;
Multi-channel automated broadcasting equipment room with a central video server
Three sound studios and an equipment room for consolidating recordings with non-linear Sadie stations and videodiscs recorders
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Programming, Movies, Television Shows
Working with studios
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Retention of leading market position Transparency
• Holding restructuring• Implementation of unified standards
Planned IPO on LSE in 2009 Expansion / development
• Organic growth• Acquisition of media companies
Rise in efficiency of media assets
Strategy
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Thank you for your attention!
Ukraine
30, Dmitrivska Street, Кyiv - 01601 Ukraine
+38 44 4865186 www.uaimg.com
UK
53 Chandos Place, Covent GardenLondon WC2N 4HS
+44 207 812 7095