Welcome to the Digital World

SET Opportunity Day, 2
nd
March 2006
Niklas Stalberg, CEO
Wanchai Priboonbaramee, CFO
Piyathat Sombatsiri, VP – Wireless
Siwat Chawareewong, VP – Interactive Solutions
Siam2you Public Company Limited
Siam2you shall be the best
performing company in terms of
stakeholders’ return,
which means:
• Employee satisfaction is high and employees are
proud of working in a world class, high quality
corporation.
• Customers and partners prefer to work with us.
• Investors are eager to invest in us since we exceed
financial expectations.
Vision
3
Today’s Agenda
Company Profile
Business Operation [corporate video]
Industry Outlook
Performance and Financial Status
Future Plan – Investment Projects
Q&A
Company Profile
5
Company Profile
4 May 2005 : Listed on mai
74 employees
(as of 28 February 2006)
: No. of Employees
Not less than 50% : Dividend Policy
Not more than 40% : Foreign Limit
Baht 1 : Par Value
Baht 40.93 million : Registered
Capital
21 July 1999 : Establishment
Siam2you Public Company
Limited
: Company Name
6
Shareholders Structure
As of 12 January 2006
9.99% 2. Transpac Nominee Pte
9.92% 3. BancBoston Investment Inc.
4.99% 4. Niklas Stalberg
100.00%
39.25%
35.85%
% of paid-up Capital
Total
5. The Others
1. Sribhadung Family
Name
7
Board of Directors
Independent Director and member of the
Audit Committee
Mr. Alan Kam
Position Name
Independent Director and member of the
Audit Committee
Mr. Sharad Apte
Independent Director and Chairman of
the Audit Committee
Mr. Witit Sujjapong
Director / Vice President – Interactive
Solutions
Mr. Siwat Chawareewong
Director / Chief Executive Officer Mr. Niklas Stalberg
Director Mr. Patrick Cheong Chong Thye
Director Jr. Lt. Supridi Sribhadung
Chairman
of the Board of Directors
Mr. Suparat Mikael Sribhadung
8
Executive Management Team
Dhanawon N.
VP-HR
Piyathat S.
VP-WIRELESS
Siwat C.
VP-Interactive Solutions
Wanchai P.
CFO / VP-Finance
Niklas S.
CEO
Past Experiences
Managing Director, Sony
Music BEC-Tero
Entertainment
Managing Director, IMAR
Co., Ltd. (Rock Records)
Past Experiences
HR Manager,
Shell (Thailand) Limited
Past Experiences
VP – Corporate
Development, Siam2you
PCL.
Business Development,
Shin Corporations
Engineer, Siam Cement
Past Experiences
Finance Director
Garant Mobel Asia
Senior Business Analyst,
Federal Express (FEDEX)
Key Issues
Competency Development
Succession Planning
Key Issues
Product Licensing
Margin Improvement
Key Issues
Process Efficiency
Business Expansion
Key Issues
Business Plan Process
ERP & MIS
Business Operation
10
Business Structure
Siam2you operates through three business units:
Business unit provides digital advertising, campaigns, and
communication solutions through internet and wireless media.
Digital Media
Business unit provides web design and consultancy services
that improve communication between our clients and their end-
customers.
Interactive Solutions
Business unit provides, develops, aggregates and distributes
wireless information and services.
Wireless Value Added Service
Wireless VAS Business
12
Wireless VAS Business
Develops, aggregates and distributes Wireless Value Added Services (WVAS) in the
Siam2you brand name to AIS, DTAC and Orange users
Products and Services
Products and Services
Mobile phone users, aged 15 – 35
Target Customers
Target Customers
Continuously develop WVAS to match rapidly changing technologies and satisfy
customers’ needs
Maximum and utilize S2Y’s existing resources, comprising of S2Y wapsite
“wap.siam2you.com” and S2Y website “www.siam2you.com”
Strategic partner relationship with mobile phone operators
Good relationship with content owners, such as music production houses, graphic
licensors, and java game developers
Competitive Strategies
Competitive Strategies
13
Wireless Value Added Services
S2Y has signed contracts with 3 Leading Mobile Phone
Operators to provide Wireless Value Added Services.
The 3 Alliances operate concession of Mobile Phone Number
more than 97% of total mobile phone number in Thailand.
S2Y’s Alliances
14
Wireless VAS Products
: Basic Content
- Monophonic Ringtones
- Black and White Graphic
- Text Information
: Premium Content
- Truetone Ringtones
- Polyphonic Ringtones
- Color Graphics
- Game Application
- Sound Effect
- Polyphonic Plus
15
Sample of Basic Products
16
Sample of Premium Products
Java Came CoIor AnImated
CoIour WaIIpaper Photo WaIIpaper
Wanna go with you
Children
The star spangled banner
Bat eat Banana
Can't get you out of my head
PoIyphonIc û PoIy PIus
M16
Shooting
Girl Fight
Cat & Dog
Cow
VoIce û Sound FX
Spanish Trumpet
Scary Night
Ghost
Silom Soi 2
Victoria Secret
17
Sample of Infotainment Products
18
Sample of Java Games
19
Distribution Channels
Distribution under brand “Siam2you” though direct media
– Siam2you’s Brochures and Mobile Phone Operators’ Brochures
Distribution under brand “Siam2you” though mass media
– News Paper, Magazine, and Siam2you website and wapsite.
Distribution through Partners
Online Affiliate and Offline Affiliate
Interactive Solution Business
21
Interactive Solutions Business
Provide consultation and recommendation for web design
Offer website development and web application services
Maintain, monitor, update customers’ websites and web applications
Design and develop websites for small networks in organizations, called “Intranet”
Products and Services
Products and Services
Private organizations
Government agencies
Target Customers
Target Customers
Offer high quality of products and services to fulfill customers’ needs
Provide after-sales services
Maintain long-term relationship with the existing customers
Extend customer base to government agencies and private organizations which have
high growth technological applications
Competitive Strategies
Competitive Strategies
22
Interactive Solutions - Services
• Specialized in
customized
Interactive consulting
services
• Delivering solutions,
which will increase
brand awareness,
effectives processes or
decreases operational
costs.
– Online Strategies
– Concepts
– Design & Development
Web
Development
Concept
Design
Programming
Content Development
WAP SMS STK GPRS
Online
Communication
Banners Advertising
Direct E-mails
Games
SMS Games
Executive interview
Backend
Integration
Middleware
Payment System
Billing System
23
IS – Key Client references
• Bangkok Metropolitan Authority
• Express Way and Transit Authority
• TCC Pharmaceutical (Redbull)
• Ministry of Public Health
• Ministry of Education
• Department of Water Resources
• HSBC
• Unilever Thai Holdings
• Foremost Friesland PCL.
• Bio Consumer
• Elca Thailand (Clinique)
• Amway
• Oishi
Restaurant
Digital Media Business
25
Digital Media Business
Offer information to PC and mobile phone users through its web portal
www.siam2you.com
Provide online marketing activities though Internet and wireless technologies
Products and Services
Products and Services
Companies that want to reach out to mobile phone and Internet customers using
digital advertisement and promotion though wireless technologies and Internet.
Target Customers
Target Customers
Continuously develop S2Y’s website to match with technological changing and
internet user’s trends
Offer good quality of online marketing activities to target customers
Competitive Strategies
Competitive Strategies
26
Digital Media
• Internet based
advertising solutions
through online media
placements, e-newsletter
advertising, advertorials
and research.
• Wireless advertising
solutions using SMS,
MMS and preparing for
future technologies.
Industry Outlook
28
49.7%
46.6%
42.7%
34.6%
27.4%
0
5
10
15
20
25
30
35
2002a 2003a 2004a 2005a 2006f
0
5
10
15
20
25
30
35
40
45
50
55
Mobile Subsccriber Penetration Rate
Mobile operators industry
2
7
%
2
2
%
1
1
%
8
%
Penetration
Rate (%)
Subscriber
(Millions)
The current situation of Mobile phone operator
is in the phase of diminishing growth and going
to be in maturing phase
29
Mobile operators industry
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
Orange
12,768 1,336,228 1,824,990 3,380,383 4,303,571
DTAC
2,737,598 5,454,788 6,550,496 7,786,165 8,529,688
AIS
4,813,000 10,662,500 13,239,200 15,184,000 16,293,800
2001 2002 2003 2004 2005 (up to Nov 05)
Number of Subscribers by operator
Source: Gathering by Economic & Business research Krungthai Bank (www.ktb.co.th), Jan 06
30
Mobile operators industry
PopuIation: 62.38 MiIIion
46.7%
53.3%
Non-Users MobiIe Phone Users
MobiIe Phone User:
29.12 MiIIion
56.0%
29.0%
15.0%
AIS DTAC Orange
100.0% 29,127,059 Total
4,303,571
8,529,688
16,293,800
Subscriber
15.0% Orange
29.0% DTAC
56.0% AIS
% Share Operator
AIS and DTAC, still commanded a
dominant market share of the active
subscriber base at about 85%.
Source: Gathering by Economic & Business research Krungthai Bank (www.ktb.co.th), Jan 06
31
VaIue Added Service Revenue in 2005
5.4%
15.4%
79.2%
AIS DTAC Orange
Value added service driven
10,300m
2,000m
700m
Total Revenue in 2005
13,000 million baht
“AIS expect value added service revenue in
2006 will grow up 30% from 2005 with revenue
of 17,000 million baht”
Source: www.manager.co.thcyberbiz (Feb 06)
32
Value added service
Estimated users by the end of 2006 (AIS)
- GPRS users = 7 Million users
- MMS users = 6.4 Million users
- Java users = 6.3 Million users
- Polyphonic users = 7.8 Million users
33
Wireless Technology Trend
• Wireless Broadband
• WIMAX ( Worldwide Interoperability for Microwave
Access ) from Fixed to Mobile.
• 2.5 - 3. Generation
• Integrated Mobile Device - GPS + Digital Camera +
Video recorder + Cellphone/PDA + Laptop Computer
34
Interactive Solutions - market
• Expected > 30% growth on current
business model : mainly focus on web
design & development
0
20
40
60
80
100
120
140
160
180
2005 2006 2007
Year
MiIIion Baht
Total Market Size
Projected ÌS Revenue
35
2006 Key Client Lists
• Ministry of Education
• Redbull Energy Drink
• Sponsor
• Foremost Freisland
• Nike
• Toyota Thailand – Lexus
• Samsung
Performance and Financial Status
37
Revenue increase by 21%
120.96
2.37
118.59
2004
146.83 83.45 26.59 Total Revenues
0.74 1.59 0.08 Other Incomes
146.09 81.86 26.51 Service Revenues
2005 2003 2002
26.59
83.45
120.96
146.83
0.00
20.00
40.00
60.00
80.00
100.00
120.00
140.00
160.00
2002 2003 2004 2005
214%
45%
21%
M
i
I
I
i
o
n

B
a
h
t
38
Wireless and IS Business are growing
18.50
4.64
3.37
68.69
9.45
3.72
104.14
9.62
4.83
123.59
19.34
3.16
0.00
20.00
40.00
60.00
80.00
100.00
120.00
140.00
160.00
2002 2003 2004 2005
WireIess VaIue Added Services Interactive SoIutions DigitaI Media
M
i
I
I
i
o
n

B
a
h
t
39
-10.71
23.92
26.31
2.99
-15.00
-10.00
-5.00
0.00
5.00
10.00
15.00
20.00
25.00
30.00
2002 2003 2004 2005
323%
10%
- 89%
M
i
I
I
i
o
n

B
a
h
t
Net Income dropped by 89%
Cost Increasing in 2005
•Licensing Cost
•IPO Related Cost
•Marketing Cost
•Organization Expansion
Need more capital to
develop Wireless
Value Added
Services to serve
more customer’ s
need
Substantial revenue
growth from Wireless
Value Added Services with
efficient cost management
40
64.17%
79.55%
73.70%
25.76%
2.04%
20.22%
27.35%
-40.33%
-60.00%
-40.00%
-20.00%
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
2002 2003 2004 2005
Gross Profit Margin Operating Profit Margin
M
i
I
I
i
o
n

B
a
h
t
Profitability Ratio
Increasing of Licensing Cost
Increasing of
•IPO Related Cost
•Marketing Cost
•Organization Expansion
41
Balance sheet As of Dec 31 2005
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i«·-.:+-«: .« r|a. ·s z».s
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r..a · .« ..,.:.| s».s
n-:..«-a -..«.«-. s.»
+«:.| is:.·
42
2006 Revenue Target
• Revenue target Y06 = 200 million THB

Wireless VAS
Interactive
Solutions
New Businesses
Initiatives & usage of IPO Proceed
44
Investment Projects
2005 - 2007 10 MB.
Develop New Products and Services
2005 - 2007 40 MB. Business Expansion
2005 10 MB.
Internal Management Information System
2005 - 2007 25 MB. Investment in Related Business with
Wireless VAS Business
2005 15 MB. Audiotex Service
Schedule Investment Cost Projects
45
Cost Improvement
Short term cost impact.
To generate new revenue streams in 2006.
Organization
Expansion
Continue media Utilization between
Wireless Business and new Businesses
such as Audiotex.
Increasing of Media
Cost
Negotiated with major licensor to get better
sharing model.
Sign up new licensors with better revenue
share / lower fee.
Adjust service mix to gain higher margins.
Increasing of
Licensing Cost
Actions Cost items
46
ERP System
• Vendor evaluated and Selected
• Under testing System
• Expected to be ready in Apr 2006 with
following modules
– Finance
– Accounting
47
Audiotex Business
• Only one premium Audiotex
with fastest response in the
market
• Soft-launch on 1st Feb 2006
• First set of services
1900 - 9999 – xx
– Horoscope
– Live Horoscope
– Chat Line
– Game Line
– VAS Download
48
About Plusfoursix
• Focused on B2B
mobile solutions such as digital content
distribution, content production, content
converting, CRM, DRM and
communication solutions.
• Financial Highlights as of 30 Sep 2005
– Asset 11,203,551.03
Liabilities 6,821,722.74
Shareholder 'Equity 4,381,828.29
– Revenues 24,066,709.80
Cost of service 13,858,541.76
Net Profit 3,482,739.54
49
Warner Music (Nordic territories)
Sony BMG
Bonnier Amigo Music Group
EMI
Sound Pollution
Samsung Electronics Nordic (Nordic
territories)
Siemens Mobile
Spumante
Hammarby Fotboll
Järnhammar advertising
Tetra Pak
Telia Sonera
Sony Ericsson
Nokia
Nestlé
and more…
Plusfoursix Client List
50
+46 Investment Summary
• Investment Date : 28 December 2005
• No. of shares purchased : 298,429 shares
(equal to 24% of the total shares)
• Total investment : 29,625,715.60 Baht
• Criteria to specify value : agreed between seller & buyer,
include goodwill and benefits
towards S2Y in the future
51
+46 Investment Summary
• In line with Siam2you strategy is to expand outside Thailand.
– S2Y can reach out Asia by ourselves.
– +46 expand over Europe (just open up new office in
London)
• Obtain knowledge and information from more advanced
markets. (3G Launched in Sweden for 2 years already)
• Reduce Risk – go B2B is safer business model
• Create New Business Opportunities
– Subcontract Content Production work from Europe market
– Resell im46 platform in Thai & Asia market
Questions & Answers
53
Thank you for your attention
For more information, contact: -
Siwat Chawareewong
Tel: 02711-4590 Ext.135
E-mail: siwat@siam2you.com
Siam2you Public Company Limited
555 SSP Tower, Sukhumvit 63,
Klongton Nua, Wattana Bangkok 10110
Corporate Website: http://www.siam2you.net
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