MEDIA (4502) 首要媒体 - [MEDIA PRIMA BHD,将继续其转型之旅] - James的股票投资James Share Investing

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 [MEDIA PRIMA BHD,将继续其转型之旅]

本季度与上一季度相比,首要传媒第四季度的收入较上一季度(第三季度)增长了6%。

截至目前为止的今年与去年同期相比,虽然首要传媒已经开始采用新的数字和基于消费者的业务举措来补充其传统媒体领域,但这些举措仍处于酝酿期。首要传媒于同年录得FY2017年LAT总额6亿6,970万令吉,而去年LAT总额为6,980万令吉,主要由于特殊项目总额为4亿9,740万令吉。如果特殊项目被排除在外,首要传媒就有了较低的1.723亿令吉的LAT。

前景:
进入2018年,首要传媒将继续其转型之旅,并加大力度,通过最大限度地利用可用资产并通过其强大的品牌在数字和非数字平台上实现广泛覆盖,加速创收举措。

a)电视网络 - 通过加强TV3作为第一大众高端频道和ntv7新品牌定位的地位,旨在将市场份额从34%提高到40%。电视业务部门还将继续专注于观众的增长,并通过Tonton SVOD和AVOD以及YouTube上的多频道网络Studio8进行数字观看。

b)印刷媒体 - 投资数字出版仍将是重点。这包括数字特定的举措,如内容营销和内容垂直整合。

c)户外媒体 - 专注于黄金地段的数字库存扩张,以实现更高的收益率和优质地段的库存恢复活力。同时,Outdoor正在扩大其在整个地区的足迹。

d)无线电网络 - 该平台的Ais Kacang播客为客户提供了广泛的选择范围,为数字社区宣传和推广产品和服务。

e)数字媒体 - 通过增加数字广告收入和通过投资于企业对消费者(“B2C”)和规模性媒体企业创造新的数字机会来引领首要传媒的数字业务。

f)内容创建 - 增加外部内容开发,以利用over-the-top streaming,视频点播服务的增长以及与国际制作公司建立更多合作伙伴关系,以获得合作制作机会。

g)家庭购物 - 随着这个新平台的增长令人鼓舞,该公司正在寻找更多的渠道来增加其进军家庭购物/电子商务市场的渠道。此外,它还在考虑扩大产品种类,扩大其产品范围。

为保持弹性和相关性,首要传媒致力于捍卫传统收入来源的转型之旅,同时加大增加新收入来源的力度。这些努力的基础是几个关键领域,其中包括广播市场领导力,OTT内容和数字出版。与此同时,首要传媒亦专注于通过综合媒体及扩展至马来西亚以外的地区增加商业收入。同时,在实施审慎的财务和风险管理的同时,通过最大化现有价值链和提高生产力和效率来持续进行成本管理仍然是重中之重。

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James Ng



For the current quarter vs. preceding quarter, Group revenue for 4QFY17 increased by 6% against the immediate preceding quarter (3QFY17).

For the current year to date vs. previous year to date, while the Group has ventured into new digital and consumer-based business initiatives to complement its traditional media segments, these initiatives are still undergoing a gestation period. The Group recorded FY 2017 LAT of RM669.7 million against LAT of RM69.8 million in the corresponding year mainly attributed to the exceptional items amounting to RM497.4 million. If the exceptional items were excluded, the Group posted a lower LAT of RM172.3 million.

Prospects:
Going into 2018, the Group will continue its transformation journey and increase efforts to accelerate revenue generating initiatives by maximising available assets and leveraging on extensive reach via its strong brands on digital and non-digital platforms.

a) Television Networks – Aims to increase market share from 34% to 40% via strengthening TV3’s position as the number one mass premium channel and new brand positioning of ntv7. The television segment will also continue to focus its growth in audience and capitalise on digital viewing through tonton SVOD and AVOD, and Studio8, its multichannel network on YouTube.

b) Print Media – Venturing into digital publishing will continue to be the focus. This includes digital-specific initiatives such content marketing and content verticals.

c) Outdoor Media – Focusing on digital inventory expansion at prime locations for higher yields and rejuvenation of inventory at premium locations. Concurrently, Outdoor is looking at expanding its footprint across the region.

d) Radio Networks – The platform’s Ais Kacang podcasts provides an alternative and wider reach for clients to advertise and promote products and services for the digital community.

e) Digital Media – Leading the Group’s digital business by growing digital advertising revenue and creating new digital opportunities via investments in business-to-consumer (“B2C”) and scale media ventures.

f) Content Creation – Increasing external content development to tap on the growth in over-the-top streaming, video-on-demand services and establishing more partnerships with international production houses for co-production opportunities.

g) Home Shopping - With the encouraging growth for this new platform, the outfit is looking at additional avenues in increasing its exposure to further tap the nation’s growing home shopping/e-commerce market. In addition, it is also looking at expanding its product offerings by diversifying into more local products.

To remain resilient and relevant, the Group is committed to its transformation journey in defending traditional revenue sources while increasing efforts in growing new revenue streams. The foundation for these efforts are placed on several key areas which include market leadership in broadcast, OTT content and digital publishing. At the same time, the Group is also focused in growing commerce revenue through integrated media and expansion beyond Malaysia. Concurrently, continuous cost management by maximizing existing value chain and increasing productivity and efficiency will still be a priority whilst exercising prudent financial and risk management.

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James Ng

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