Asiasoft Corporation PLC. (AS) Opportunity Day 4Q12
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Asiasoft Corporation PLC. (AS) Opportunity Day 4Q12 7th March 2013 DisclaimerAgenda . 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 shares of Asiasoft Corporation Pcl. (“Asiasoft”) 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 Asiasoft operates and general achievement of Asiasoft business forecasts, which will cause the actual results, performance or achievements of Asiasoft to differ, perhaps materially, from the results, performance or achievements expressed or implied in this presentation . This presentation has been prepared by Asiasoft. 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 Asiasoft 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 Page 2 AgendaAgenda Thailand Market Overview in Q4/12 Overseas Market Overview in Q4/12 Asiasoft Performance in Q4/12 Next Step 2013 Appendices Page 3 Thailand Market Overview Our Market Coverage & Market Positioning Page 5 Online Game Publishers in Thailand TOTAL: 65 Games 78 Games 111 Games 129 Games 165 Games 25 New Games 27 New Games 34 New Games 44 New Games 61 New Games 5 41 Companies (11 New companies) (3 close company) 4 33 Companies 3 (5 New companies) 33 Companies (5 close company) (8 New companies) 2 ( 1 close company) 26 Companies 1 (6 new companies) 23 Companies (3 close Company) (5 new companies) (- close company) 2008 2009 2010 2011 2012 • 11 new comers entered the market in 2012; however, there were also 3 companies closed down with total of 41 publishers at the end of 2012 Page 6 2012 Online Game Breakdown by Game Type Asiasoft/Funbox TOT Others 56% 9% 6% TDE/NC True Others Asiasoft/Funbox Golden Soft 10% 9% 14% 35% PlayInter 13% TDE/NC True MMOPRG Golden Soft CASUAL 3% INI3 Digital Golden Soft 11% 3% 6% Others INI3 Digital INI3 Digital 17% 6% 19% Asiasoft/Funbox TDE/NC True Winner Online 45% 18% 8% Winner Online PlayInter Asiasoft/Funbox 100% 12% INI3 Digital 8% 23% Golden Soft 6% Asiasoft/Funbox SNSPlus 33% 7% Others MOBA FPS 1% Web Koramgame 7% Game 7Zeed TDE/NC True 6% 73% Others 24% Page 7 ProportionRemark : basebase onon AverageMax CCU Max end CCU of Dec 2012 10 Online Game Breakdown by Game Type MMORPG Casual FPS WEB MOBA Casual 11% MMORPG FPS 45% 21% WEB MOBA 10% 13% Remark : base on Average Max CCU 2012 The no. of players are better distributed in each game genre compared to the past which mainly focus in few genre of MMORPG, casual and FPS Page 8 Top 5 Ranking for Each Game Type YulGang Ragnarok Dragon Nest ray city Cabal Audition PANGYA Zone4 Tales Runner Fifa 2 Point Blank Special Force xshot AVA CSO Fashion Dream Boomz Pocket Ninja DivoSaga Travian • Asiasoft tries to establish its position in all game types and currently also no. 1 in web game. • Play Cyber Game is preparing to launch “Chaos” in MOBA market in 2013 Heroes of League of Newerth Legends Page 9 Remark : base on Average Max CCU Q4/12 (except Fashion Dream based on Average Unique Viewer Q4/12) Overseas Market Overview Online Game PublishersAgenda in Singapore TOTAL: 5 Games 7 Games 10 Games 26 Games 24 Games 2 New Games 6 New Games 16 New Games 6 New Games 5 10 Companies 1 New Company 4 9 Companies 1 New company 3 8 Companies 4 New companies 2 1 4 Companies 0 New company 4 Companies 0 New company 2008 2009 2010 2011 2012 Page 11 2012 Online Game AgendaBreakdown by Game Type Other 7% Eagle 0% 15% IAH Other 15% Cherry 12% Credits 33% MMORPG CASUAL Cherry Credits Overall Asiasoft 23% 38% Cherry Asiasoft Asiasoft Credits 60% 28% 42% Garena 27% DF Asiasoft 0% 0% 0% 0% interactive 1% 11% Garena M1 0 % 0 % 36% 0% 0% 11% 0% 0% Web MOBA FPS Game IAH 14% Viwawa Garena Sea 100% 100% Gaming 27% Page 12 Top 5 Online GamesAgenda by Genre in Singapore MMORPG (Total 8 games) Casual (Total 6 games) MapleStory Dragon Nest Forsaken Granado AIKA SEA SD Audition High Super Fifa World Espada Gundam Street Star Online 5 Live 2 FPS (Total 6 games) Blackshot World of Counter Mission Special Tanks Strike Online Against Force Terror Page 13 Source: Company’s data based on 2012 Avg. Max CCU Top 5 Online GamesAgenda by Genre in Singapore MOBA (Total 2 games) Web Game (Total 2 games/Portal) League of Heroes of Viwawa Mahjong Hime Legend Newerth Page 14 Source: Company’s data based on 2012 Avg. Max CCU Online Game PublishersAgenda in Malaysia TOTAL: 81 Games 119 Games 150 Games 124 Games 132 Games 42 New Games 37 New Games 67 New Games 40 New Games 5 35 Companies 9 New companies 4 6 close company 32 Companies 8 New companies 3 3 Close company 27 Companies 2 2 N ew companies 26 Companies 1 Close Company 1 8 New companies 20 Companies 2 Close company 0 new company 2008 2009 2010 2011 2012 Page 15 2012 Online Game AgendaBreakdown by Game Type Cubinet Cubinet 11% 9% Other Runup Cubinet 32% 2% 8% Eagle MMORPG CASUAL Game CIB Other 42% 29% 32% Runup Asiasoft Overall 5% 31% Koram CIB CIB 9% 14% 47% Asiasoft 29% Cubizone 3% MyCNX 0% 0% Asiasoft Other 22% 51% 33% 0 % 0% 0% Web CIB MOBA FPS Game 46% GoPlayPlay 15% Gameview 8% Garena RMS Funnel 100% 10% 12% Page 16 Top 5 Online GamesAgenda by Genre in Malaysia RO2 天龙八部 九阴真经 西游释厄传 Cabal SDO-X2 High Show Steps Street 5 TimeSEA Sudden Mission Special Crazy Boomz Ninjawar Bubble 傲剑 GV明朝 Attack Against Force Shooter DDT z Ninja 传奇 Terror Online Page 17 Online Game PublishersAgenda in Indonesia TOTAL: 29 Games 52 Games 76 Games 95 Games 12 New Games 24 New Games 31 New Games 8 New Games 35 Companies 6 New companies 4 ( - close company) 29 Companies 3 (11 New companies) (3 close company) 21 Companies 2 (10 new companies) (1 close Company) 11 Companies (2 new companies) 1 (3 close company) 2009 2010 2011 2012 Page 18 2012 Online Game AgendaBreakdown by Game Type Asiasoft Lyto 18% 1% WaveGa Kreon 89% Kreon me 6% 21% Megaxus 5% Orange Others Lyto 2% Game 49% IAH Game 1% 1% CASUAL InGame 1% RPG Others 2% Lyto 9% Kreon 70% Megaxus Orange 6% WaveGame 3% 3% Prodigy 2% Asiasoft 1% TOTAL Others 9% Megaxus 7% OrangeGame Lyto 5% 23% Winner 2% Asiasoft 1% Others 33% Others 4% WEB FPS/TPS Orange 25% WaveGame Mobius 8% 14% IGLO 6% Kreon 82% • AS ID had no market share in web and casual game yet. Page 19 Agenda Top 5 Online Games by Genre in Indonesia Dragon Nest Atlantica Online perfect world heva 3 kingdom Lost Saga AyoDance grand chase elsword idol street NinjaKita Harvest Moon dynasty war Crystal Epic pirate king PointBlank Counter Strike Cross Fire AVA X Shot Online Page 20 Asiasoft Overview and Performance Business HighlightsAgenda in 4Q12 Page 22 CurrentAgenda Portfolio At the end of 4Q12, AS group operates 61 online game titles in 6 countries: Number of Games by Genre Web 7 Games • Thailand 35 Titles 12% FPS • Singapore 8 Titles 6 Games • Malaysia 20 Titles (CIB 19 Titles) 10% • Indochina 6 Titles • Indonesia 3 Titles Casual MMORPG • Philippines 3 Titles 10 Games 38 Games 16% 62% Page 23 Source: Some games are operated in more than one country 2012 Updated AgendaGames Launch Plan Company 1Q12 2Q12 3Q12 4Q12 Total New Existing Game Total (Launched) (Launched) (Launched) (Launched) Games in Games in Closed in Games in 2012 2011** 2012 2012** 1. Camon Hero 1. Sudden Attack SEA 1. Fashion Dream (web) 1. Star Project (Web) (MMORPG) (FPS) 2. Ever Planet (MMORPG) 2 Elsword (MMORPG 2. Dragon Nest 2. KNO (MMORPG) 3. CSO (FPS) 3. Super Star (Casual) 4. Sheep Farm (Web) ASC (MMORPG) 5. Football City Star (Casual) 11 19 3 27 Thailand Funbox Free Jack (Casual) QT Online (MMORPG) HY2 (MMORPG) 3 7 2 8 Thailand 3 2 6 3 14 26 5 35 Mahjong Hime (Web) Singapore (ASO)* 1 8 1 8 Malaysia (ASM)* 0 2 1 1 1. Ming Chao Chun Online Wang Dao online 1. Qtie online (MMORPG) (MMORPG) 2.Hero Online (Web) Malaysia (CIB) 4 16 1 19 Overseas Suddend Attack SEA (FPS) Indonesia (ASID) AVA (FPS) Brawl Busters (MMORPG) 2 1 0 3 1.