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A. Stotz Investment Research

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MONO (MONO TB): New Content Deals and Growing Online Platforms

Reality Check 2017: What's With MONO and HBO Yo?

Revisiting Thai Media...The Three Musketeers

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Earnings on an upcycle trend, good growth in core profit, and strong stock price momentum relative to its sector</li><li>New deals with FOX (FOX US) and NBA expected to be signed in 2018 should drive revenue growth in core digital TV segment further. This segment jumped 46% YoY in 9M17</li><li>The launch of seeme.me new free video online platform should boost its entertainment revenue which grew by more than 60% YoY in 3Q17</li><li>Attractive at 18CE* PEG ratio of 0.3 compared to Thai Info Tech at 1.1</li><li>Risks: Lower than expected core sector growth</li></ul><p><em>* Consensus Estimates</em></p>

Earnings on an upcycle trend, good growth in core profit, and strong stock price momentum relative to its sectorNew deals with FOX (FOX US) and NBA expected to be signed in 2018 should drive revenue growth in core digital TV segment further. This segment jumped 46% YoY in 9M17The launch of seeme.me new free video online platform should boost its entertainment revenue which grew by more than 60% YoY in 3Q17Attractive at 18CE* PEG ratio of 0.3 compared to Thai Info Tech at 1.1Risks: Lower than expected core sector growth* Consensus Estimates

MONO: Media Giant Meeting Growing Entertainment Demand

Mono Technology

MONO: Media Giant Meeting Growing Entertainment Demand