Classifieds - Presentation by Patrick Grove, Founder & CEO of Catcha Group at the NOAH 2014 Conference in London, Old Billingsgate on the 14th of November 2014.
3. ABOUT CATCHA GROUP
4 publicly listed companies
ASEAN (Singapore, Malaysia, Indonesia, Thailand, Philippines) + HK Focused
10 offices in Region
Attracted the largest single investment for an Internet company in ASEAN
OUR INVESTMENT PARTNERS INCLUDE
Market leaders in Multiple Online Categories
Over US$1bn in Online Assets
2!
4. HOW BIG IS SOUTH EAST ASIA?
Smartphone ownership & usage is booming across Southeast Asia. For many people
across the region, the smartphone is their primary means of accessing the internetEU: 150m!
USA: 165m!
ASEAN: 180m!
ASEAN is BIGGER than USA and EU for Smartphones (and growing faster)
5. SOUTHEAST ASIA INTERNET MARKET SIZE
* Close of market Monday 10 November 2014!
Rank Company Major Shareholder Sector USD millions
1 My EG Services Bhd TS Wong Trading & Services 733.9
2 Jobstreet Corp Bhd Seek CLASSIFIEDS 595.2
3 MOL Global Inc Vncent Tan Payments 510.0
4 iProperty Group Ltd Catcha Group CLASSIFIEDS 376.5
5 iCar Asia Ltd Catcha Group CLASSIFIEDS 201.6
6 MigMe Big Build Enterprises Social Entertainment 73.9
7 Asiatravel.com Holding Ltd
Beijing Toread Outdoor
Products Co Ltd
Travel 57.2
8 iBuy Group Ltd Catcha Group E-commerce 55.2
CLASSIFIEDS DOMINATE 8 LARGEST INTERNET COMPANIES IN SEA
7. I
iCAR Asia
NEW CAR v USED CAR SPEND:!
60% New Car!
40% Used Car!
• Number 1 network of Car Portals in the Region
• Focused on Indonesia, Malaysia and Thailand (1m cars)
• Publicly listed since 2012
• Shareholders;
Catcha Companies 40%
Carsales.com.au 23%
• Over 100m Internet Users in our markets vs 11m Car Owners
• Vehicle Ownership 200 per 1,000 (avg) vs 703 in Australia
• Online Automotive Ad Spend at 2%
• Total Automotive Ad Spend growing at 20%+ p/a
8. I
iCAR Asia
NEW PROPERTY v SECONDARY!
PROPERTY AD SPEND:!
75% New Property!
25% Secondary Property!
• Number 1 network of Property Portals in the Region
• Focused on Indonesia, Malaysia, Singapore and Hong Kong
• Publicly listed since 2007
• Shareholders;
NewsCorp / Realestate.com.au 19.9% (US$100m)
Catcha 17%
• Malaysia Profitable (55% EBITDA Margin) and HK next
• Property Ad Send of US$1 billion moving online
• Currently only 7% online
• 27,000 paying agents / 400 paying developers à US$23m
9. THE FUTURE: EVOLUTION TO TRANSACTIONS
50 Properties sold online YTD!
Taking 2% per sale!
BIGGER market than Ad Spend!
10. THE FUTURE: FRONTIER VENTURES
• Investment company backing AMAZING entrepreneurs in Emerging / Frontier
Markets Globally
• Take significant minority positions
• Provide learnings / case studies from South East Asi
• Pakistan: Zameen.com and Pakwheels.com
• Middle East: Profpertyfinder.ae