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A. Stotz Investment Research

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MONO: Media Giant Meeting Growing Entertainment Demand

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

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Good price momentum, earnings on an upcycle trend, and improving asset turnover relative to its sector</li><li>New content from four new content partners including Fox and Dreamworks should further improve MONO29’s viewership rating which saw a record high rating in January, and therefore support higher ad rates</li><li>Growth in online platforms should continue based on the consistent surge monthly page views and subscribers, media revenue jumped up by 98% YoY in 4Q17</li><li>Attractive at 18CE* PEG ratio of 0.4 compared to Thai sector at 1.8</li><li>Risks: Intense competition in sector, high amortization costs and rising content costs</li></ul><p>* Consensus Estimates</p>

Good price momentum, earnings on an upcycle trend, and improving asset turnover relative to its sectorNew content from four new content partners including Fox and Dreamworks should further improve MONO29’s viewership rating which saw a record high rating in January, and therefore support higher ad ratesGrowth in online platforms should continue based on the consistent surge monthly page views and subscribers, media revenue jumped up by 98% YoY in 4Q17Attractive at 18CE* PEG ratio of 0.4 compared to Thai sector at 1.8Risks: Intense competition in sector, high amortization costs and rising content costs* Consensus Estimates

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

Mono Technology

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