The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
สรุป JMART & JMT Company Visit วันที่ 12/07/13
1. Photo Album
by Songsak (ที่ปรึกษา Marcom)JAYMART PUBLIC COMPANY LIMITED
Company Presentation
June 2013
Page 1
July 02,2013
2. Company Structure
• Establish 1988
(25 Years)
• Mobile Retail
• Listed June 25, 2009
• Collection Service
• Debt Acquisition
• Listed Nov 27, 2012
• Property Rental
• Listed Q3, 2014
(Target)
• Establish 2013
• Investment in AEC
Page 2
July 02,2013
3. Share Capital Information
Major Shareholder
(as of May 31,2013 )
Price (May27 2013 : Bt 27 Miss Yuvadee Pong-acha 19%
Mr. Adisak Sukumvitaya 18%
Hi/Low(12-Month) : 30Bt/7Bt Miss Juthamas Sukumvitaya 8%
Mr. Ekachai Sukumvitaya 8%
Mrs. Waranee
Sukumvitaya
Family 53%
No. of shares : (Par Bt 1)
Mrs. Waranee
Sareviwattana 4%
Mrs. Niwes
Semvachiravarakorm 2%
Market Capitalization : 11,226 Mr. Naret Ngamapichon 1%
( 31/5/2013 )
Mrs. Bumrung
Sringam 1%
Mr. Piranart Chokwatana 1%
First trade date : June 25,2009 Free float 47%
Divident payment 2009 2010 2011 2012
Divident payment (Bt/Share) Bt 0.23 Bt 0.24 Bt 0.40 Bt 0.56
Dividends Yield (Bt/Share) 13.8% 7.6% 6.7% 4.0%
Base on financial statement (Cosolidated)
Page 3
July02,2013
4. Thailand Market Size
12 15 20 30 40
0
20
40
60
2011 2012 2013 2014 2015
Operator Mil.subscribers
35
25
20
80
Unit: Million Set
2011 2012 2013 2014 2015
Handsets and Tablet
80
Thailand market
Handset model not operator subsidy (poor credit record)
65 Million population
Penetration 120% (80 Mil.)
3G license granted 16th Oct,2012
Network expansion 80% in 2013
Today only 20% handsets can work on 3G
80% expects to migrate to 3G in 3 years.
Page 4
July 02,2013
5. Opportunity
64 62 40
16 30 60
110
0
50
100
150
Unit: Million Number
• License granted Oct 16, 2012
• Network expansion 80% in Y13
• 100% migration from 2G to 3G in 3 year
• Today operator pay profit sharing to TOT&CAT around 20-30%
• 3G license the fee to NBCT only 5-7%
• Tablet will replace PC
• Mobile phone will replace camera
0
2012 2013 2014 2015
2G 3G
Page 5
July 02,2013
6. Mobile Market Size
YEAR YEAR YEAR
2011 2012 2013*
Sales Value (Mil.B)
MB Market 50,000 60,000 72,000
Jaymart 4,840 6,776 10,000Jaymart 4,840 6,776 10,000
%Share 10% 11% 14%
Sales QTY (Mil. Sets)
QTY Market 16 16 18
Jaymart 1.0 1.1 1.5
%Share 6% 7% 8%
Page 6
July 02,2013
11. Channel Distribution (Q1-2013)
48%
52% 66%
34%
Contribution RatioDistribution Ratio
Expansion plan in 3Y Y 2012 Y 2013 Y 2014
Total Stores 220 280
(June 240)
300
52%
Greater BKK Upcountry Greater BKK Upcountry
Page 11
July 02,2013
19. Jaymart
Mobile Show
2013
Mobile
Festival
2013
Mobile Show
in upcountry
2013
Seacon Square
Thailand
Mobile
2013
Jaymart Mobile Show
Seacon Square
Central Ladprao
The Mall Bangkapi
Fashion Island
Korat
Chiangmai
Central
The Mall
Fashion
QSNCC
Mobile Gadget
2013 NewNew
Page 19
July 02,2013
21. Contest
Jaymart Mobile Show
Seacon SquareSeacon SquareSeacon SquareSeacon Square
Srinakarin
CentralCentralCentralCentral
Ladprao
The MallThe MallThe MallThe Mall
Bangkapi
FashionFashionFashionFashion
Island
Page 21
July 02,2013
25. Strength
Over 20 years experience
Company listed in Thailand stock exchange (SET) 2009
Rank Number1 mobile retail in Thailand
Leader in mobile retail store and mobile showLeader in mobile retail store and mobile show
Leader in mobile market place (IT Junction)
The only one multi operators / multi brands in Thailand market
Page 25
July 02,2013
27. JAS Asset Company Limited
• Start in year 2003
• Today 34 IT Junction and target total 45 by end 2013 (2014 expect
to reach 50 IT Junction)to reach 50 IT Junction)
• Rent to 1,200 mobile phone dealers, 11,000 sq.m
• JAS Asset Company Limited spin off in year 2012 (Plan to IPO in year
2014)
Page 27
July 02,2013
35. Strength
Strong teamwork , experience more than 15 years.
High growth business (Telecom).
Economy of scale, low cost – High margin
Strong Brand “IT Junction”
Good business modelGood business model
Strong growth both profit and revenue
Page 35
July 02,2013
37. Total personal loan vs NPL
2.28%
2.10%
2.20%
2.30%
2,500,000
3,000,000
3,500,000
Unit: Million of Baht Unit: % NPL
2,069,693 2,396,633 2,916,64947,189 46,974 56,583
1.96% 1.94%
1.60%
1.70%
1.80%
1.90%
2.00%
2.10%
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
Q4/2010 Q4/2011 Q4/2012
Total loans NPL-Personal Consumptions % to Total loans
Source of data : Bank of thailand
Page 37
July 02,2013
38. NPL Market
Debt Collection Service Debt Acquisition
NPL Market
JMT is the bigest
collection
company
Small
collection
company
JMT is the only
one in market
Page 38
July 02,2013
54. Summary Population VS Mobile Sub
NO. Country MB Penetration
1 Vietnam 140%
2 Thailand 128%
Page 52
July 02,2013
2 Thailand 128%
3 Cambodia 94%
4 Loas 93%
5 Myanmar 5%
55. Business Direction in Myanmar
Page 53
July 02,2013
Mobile phone and accessories Home electronic appliance & IT Products
56. 1. Jaymart Mobile
Retail shop of Mobile phone, accessories and gadgets
2013 : 20 shops
2014 : 30 shops
“Aim to be leader in Mobile business in 2015”
Page 54
July 02,2013
57. 2. Jaymart
All-in-one place offering a wide variety of electric appliances, IT Products and mobile phones.
2013 / Q4 : 1 shop
2014 : 2 shops
“Aim to be leader in 2017”
Page 55
July 02,2013
58. Alternative : Mobile Junction
Opportunity for - Mobile Junction – area developer for Mobile zone in department store
where facilitate tenants with mobile cabinet.
Mobile Junction need huge space and more investment therefore we need time to explore Myanmar market
for consideration. Once the market is ready we will be able to move forward.
Page 56
July 02,2013