Holding company within the media and entertainment industry, operating across the entire value chain as a Vertically Integrated Service Provider. Our services involve every aspect, from content creation to owning and managing media distribution channels across both offline and online platforms.
| 6M23 | 6M22 | 2022 | 2021 |
|---|
| Revenues | 3,034.40 | 3,124.18 | 6,235.97 | 5,438.12 |
| Expenses | 2,803.45 | 2,572.50 | 5,366.75 | 4,344.13 |
| Net Profit (Loss) | 174.34 | 429.37 | 738.53 | 828.38 |
| Assets | 9,179.30 | 9,461.01 | 9,394.62 | 9,305.45 |
| Liabilities | 2,259.51 | 2,350.44 | 2,266.50 | 2,459.95 |
| Shareholders' Equity | 6,927.17 | 7,110.41 | 7,133.83 | 6,845.34 |
| Operating | 28.68 | 270.87 | 541.31 | 1,532.91 |
| Investing | 144.97 | -1,245.07 | -599.03 | -98.45 |
| Financing | -424.49 | -509.91 | -833.95 | 614.59 |
| EPS (Baht) | 0.07 | 0.18 | 0.31 | 0.42 |
| GP Margin (%) | 37.27 | 44.89 | 42.00 | 50.68 |
| NP Margin (%) | 5.69 | 13.74 | 11.84 | 15.23 |
| D/E Ratio (x) | 0.33 | 0.33 | 0.32 | 0.36 |
| ROE (%) | 6.89 | 16.60 | 10.57 | 18.51 |
| ROA (%) | 5.88 | 11.55 | 9.32 | 13.04 |
The company continued to pursue its established core strategies.
1. Emphasis on producing high-quality content through various distribution channels.
2. Aggressively entering the Idol Marketing market by leveraging a diverse range of artists to reach and cater to consumers of all target groups, both domestically and expanding internationally.
3. Hosting a diverse array of shows and concerts, both domestically and internationally, accessible to all dedicated fans, with opportunities for earning revenue from sponsorships whose products are direct targets of consumer groups.
The Company is strategically developing new content tailored to teenagers, for Saturday evenings on the one31 channel as "Saturday Night Fin-ver!!". This initiative caters to the "In Trend" and "New Gen" demographics, while also expanding into the dynamic realm of "Idol Marketing." The Company aims to boost existing artists and introduce new talents to attract a dedicated fan base. The content for new time slot includes the series "Laws of Attraction" followed by the series "Love in Translation" and a mega project "Across The Sky" which is directed by Khun Boy - Takonkiet.
The Company plans to launch a mega project drama under collaboration with SBS Contents Hub,The drama series is titled "VIP Hidden Love" which features the top actor as the lead pair. Broadcasting on One31 and also on air in China and worldwide.
Furthermore, blockbuster dramas produced under the Company's umbrella will be aired on various channels in H2/23. These include "Panomnaka", “Tale of The Grandmaster” (“Duangjai Jom Kabi”), “Bu-Nga Saree”, "Life part 2”, an intense drama "Thong Prakai Sad", "One Night Stand - Life Changer", "Enigma", and the first boy-love drama from CHANGE2561, "PIT BABE The Series."
Net Zero Emissions by 2050, responsibility towards the community and society in the effort to reduce greenhouse gases to zero.
The Company positioning itself as a comprehensive Entertainment & Lifestyle business with a strategic focus on content as the key driver for generating revenue across TV, Online, Copyright & Licensing, and Production Services. These services are considered our strengths, along with Idol Marketing. We are planning to create new artists and expand their presence on the international stage. ONEE’s Idol Marketing ecosystem is a complete cycle. It’s not only limited to managing showbiz or events alone but emphasizes a stronger connection with the fandom (Fan-Kingdom). With this business structure in place, the Company is confident in linking idols with partnerships and consumers from both domestic and international markets to create revenue growth in all channels.
For the Q2/23, 3-month period:
·The Company had a total revenue of 1,607.8 million baht, increasing by 13.4% QoQ and 4.9% YoY. Notably, revenue from Concert and Event Management demonstrated the highest growth among all categories in this quarter.
·The Company reported a net profit of 121.0 million baht, a decrease of 32.4% YoY. However, posted a remarkable 134.0% growth in net profit compared to the previous quarter.
The business that is the new growth engine grew significantly which lies in extending the reputation and popularity of artists from already broadcasted content: -
·Revenue from Concert and Event organizing increased 32.6% QoQ and 707.2% YoY, while revenue from Artist Management and Consulting rose 65.8% YoY.
·The TV advertising media business remains the major revenue contributor, approximately 46%.
·In Q2/23, the outstandingly rated dramas are, "Love Hurt" (“Rak Rai”) and "A Wildflower In The City” (“Dok Ya Pa Concrete”).
·The other Company’s conventional media, Radio media, achieved remarkable growth of over 39.6% QoQ and 34.8% YoY, surpassing the negative overall industry trends.
·The company established and registered on 6 September 2013, as a wholly owned subsidiary 100% of GRAMMY
·December 2013, the Company won the bid for a broadcasting license to provide high-definition (HD) digital television services for Channel ONE 31.
·March 2015, Mr. Takonkiet Viravan had invested in the Company
·May 2017, Prananporn Co., Ltd. had invested in the Company
·2020, the Company invested in GMMCH by took over 100% shares in that company
·2021, the Company went on the IPO in the Stock Exchange of Thailand by offering 476,250,000 newly issued shares to public.
·2022, the Company was included in FTSE SET Mid Cap Index and MSCI Index.
The risk from changes in consumer preferences in television or radio programs.
Responds to changes in consumer trends, preferences, desires, and behaviors in order to compete in the media and entertainment industry. We closely monitor changes and regularly review our business strategies.
The risk from changes in the television and radio industry in the digital system, due to the expansion of online media channels.
Monitoring the shifts in the industry and responded by broadening its broadcasting channels, utilizing social media platforms and our own online applications like 'oneD'. Additionally, the Company has taken the initiative to expand the reach of its content by partnering with various OTT Platforms, including Netflix, Disney+ Hotstar, iQIYI, WeTV, Viu, LINE TV, TRUE ID, and AIS
| as of 30/06/23 | ONEE | MEDIA | SET |
|---|---|---|---|
| P/E (X) | 23.12 | 28.75 | 17.96 |
| P/BV (X) | 1.74 | 1.60 | 1.46 |
| Dividend yield (%) | 5.33 | 2.08 | 3.12 |
| 30/06/23 | 30/12/22 | 30/12/21 | |
|---|---|---|---|
| Market Cap (MB) | 12,501.56 | 18,930.94 | 25,717.50 |
| Price (B/Share) | 5.25 | 7.95 | 10.80 |
| P/E (X) | 23.12 | 23.70 | 29.13 |
| P/BV (X) | 1.74 | 2.71 | - |
