CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

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<ul><li>Solid long-term sales growth and relatively strong analyst recommendation relative to its sector</li><li>Additional media space through 200 new buses, 100 new digital screens, and new mega-sized billboards at well-known shopping malls in Bangkok should drive growth</li><li>Strategic acquisition of 20% stake in Bangkok Metro Network, operator of Bangkok subway MRT Blue Line, to support growth in Transit media</li><li>Attractive at 18CE* PEG ratio of 0.8 versus the ASEAN sector at a PEG ratio of 1.0 and PLANB has a solid balance sheet</li><li>Risk: Intensifying competition across media platforms</li></ul><p><em>* Consensus Estimates</em></p>

Solid long-term sales growth and relatively strong analyst recommendation relative to its sectorAdditional media space through 200 new buses, 100 new digital screens, and new mega-sized billboards at well-known shopping malls in Bangkok should drive growthStrategic acquisition of 20% stake in Bangkok Metro Network, operator of Bangkok subway MRT Blue Line, to support growth in Transit mediaAttractive at 18CE* PEG ratio of 0.8 versus the ASEAN sector at a PEG ratio of 1.0 and PLANB has a solid balance sheetRisk: Intensifying competition across media platforms* Consensus Estimates

PLANB: Plan A Is Continued Media Expansion

Thailand

Plan B Media Public Company Limited is an advertising company. The Company specializes in out-of-home media advertising formats such as bus body, in-bus, golf driving range, large format display, digital billboards, street furniture and in store platforms.

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Plan B Media (PLANB TB)

PLANB: Plan A Is Continued Media Expansion

Solid long-term sales growth and relatively strong analyst recommendation relative to its sector Additional media space through 200 new buses, 100...

A. Stotz Investment Research

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