The Wave Ac Nielsen

INDONESIA MARKET - WAITING FOR
THE WAVE
January 2017
HIGHER GLOBAL GROWTH PROJECTION
2017 __
3.4% (2016 3.1%)

ht 2016 The Nielsen Company. Confidential and proprietary.
Source: IMF 2
INDONESIA: IS NEW WAVE COMING ?
3
FIT TO RIDE?
4
IMPROVED IN EASE OF DOING BUSINESS
5
IMPROVED IN EASE OF DOING BUSINESS
6
MOST IMPROVED IN ASEAN
7
8
INDONESIA DEBT RATIO IS LOW
9
GLOBALLY IN A HEALTHY GROUP
10
11
HIGH BUSINESS CONFIDENCE
12
HIGH CCI and STILL TOP 3 IN THE WORLD
150 Confidence
about Future
140 Condition
130 124
120
110
110 Sept16
100
Copyright 2012 The Nielsen Company. Confidential and proprietary.
90
Confidence about
80 Current Condition
70 96
60
CCI
50 CECI
JUN14 SEP14 DEC14 MAR15 JUN15 SEP15 DEC15 MAR16 JUN16 SEP16 CEI
CCI : Consumer Confidence Index
CECI : Consumer Economic Condition Index
Source: Bank Indonesia CEI : Consumer Expectation Index 13
IMPROVING RESERVES (8 months import)
14
INCREASING FDI
15
RISING INDUSTRY FDI IN FLOW
infrastructure, agriculture, maritime, SEZ development, tourism and industrial
(labour intensive, export oriented and import-substitution) sectors
16
INCREASING GDP PER CAPITA
17
18
HIGHEST TAX AMNESTY
19
20
EXPANDING AND FOCUSING TOURISM
Tourism contribute 10% to GDP

Growth 4.8% upto 6.9%
Highest growth of FX generator
Create 9.8 mil jobs, contribute 8.4%

national (4th ranked)
1 mil spend, result 1.7 mil GDP,

create 200 jobs
21
CLIMBING HOTEL OCCUPANCY RATE
22
BUILDING INFRASTRUCTURE CONNECTING ISLANDS AND CITIES
346.6T
(9.3%)
2017
23
EASE OF DOING BUSINESS
25
26
DESPERATELY waiting for that wave
GDP Growth (%) Inflation MAT (%)
2011 - 2014 2015 2016
FY 4.8 Target FY 5.3 8.4 8.4

6.2 6.0
5.6 7.3
6.8
5.0
4.7 4.7 4.7
5.0 4.9 5.2 5.0 4.9 6.4
4.3 4.5
3.8
3.4 3.4
3.1
FY FY FY FY Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY FY FY FY MAR JUN SEP DEC MAR JUN SEPT

11 12 13 14 15 15 15 15 16 16 16 16 11 12 13 14 15 15 15 15 16 16 16
Sources: Bank of Indonesia 27

The wind thrust come and go
Growth of consumption, investment and gov spending is up and down
GDP CONTRIBUTION BY SECTOR GDP SECTOR GROWTH
CONSUMPTION
HOUSEHOLD
5.1 5.5 5.4 5.1 4.7 5.0 5.0 4.9 4.9 5.0 5.0
4.3
32
2010 2011 2012 2013 2014 Q1'15 Q2'15 Q3'15 Q4'15 Q1'16 Q2'16 Q3'16
Q316 55
6.9 6.6 7.3
5.5 6.3
GOVERNMEN
T SPENDING
4.0 4.5
2.0 2.2 2.3 2.9
9
-3.0
Export/GDP : 18% 2010 2011 2012 2013 2014 | Q1'15 Q2'15 Q3'15 Q4'15 Q1'16 Q2'16 Q3'16
Import/GDP : 17%
Net Export : 1%
INVESTMENT
8.9 9.1
6.7 6.9
HH Consumption Gov. Spending 5.3 4.4 4.6 5.6 5.1
4.1 3.6 4.1
Investment Net Export/Import
Others
2010 2011 2012 2013 2014 | Q1'15 Q2'15 Q3'15 Q4'15 Q1'16 Q2'16 Q3'16 28
Source: BPS
AUTO SALES FLAT AND MOTOR SALES DOWN
Car Sales Motorcycle Sales

(000 Unit) (000 Unit)
1,796 1,787
275 1,958
321 1,733
300 1,712
249
2,142 1,863
291 1,872
225 295 1,629
263 239 252 1,717
1,388
230 314 2,080 1,969 2,226
300 1,771
276 243 265 1,610 1,458
174
282 329 283 1,994 1,932 1,971 1,990 1,647 1,504
209 249 267
2011 2012 2013 2014 2015 2016 2011 2012 2013 2014 2015 2016
Q1 Q2 Q3 Q4
Source: Association Numbers (GAIKINDO and AISI) 29
CEMENT SALES GROWTH IS WEAK
30
LOAN GROWTH IS DECLINING
31
RETAIL SALES GROWTH TEND TO BE FLAT
32
2016 H2 GROWTH WAS SOFTENING
33
Cautious spending consumers ...
Restraining Mode
Less Channel
Less Frequency
Less Basket
Less Impulse
Down Trade
34
BECAUSE its not a V trend, its a
2015 : High inflation & 2016 : Tax SCARE

Tax SCARE
Market has slow down twice 35

Factors impacting consumer spending in H2 2016
Festive + School fee Amnesty fee Illegal fee eradication Demonstration + Festive fear
36
July 16 uprising spend :
School fee, Fashion + Meat Lebaran, Recreation Lebaran

Q2'16 Q3'16
Rice 227 4
237
Fruit & Vegetables 218 7
234
Fish & Seafood 148 3
153
146
Meat & Poultry 261 79
Electricity 109 3
111
Q316 IDR 4,199,818 Transportation 299
311 4
Telecommunication 151 6
160
468
Education 979 +++
Health & Medic 292
271 -7
Q216 IDR 3,009,017 FMCG 391
350 -11
Saving 458
464 1
Dine Out 199
228 15
Average Monthly Recreation & 508
660 30
Spending Per HH Fashion 434
941 +++
Insurance 303
293 -3
Loans & Installments 1,122
1,174 5
Growth
Source: CPS Household Average Monthly Spend / Buyer, National , Q316 vs Q216
37
SOFT WIND
38
Better volume than LY but lower nominal
Indonesia Total Grocery | Total 55 FMCG Categories | YTD Nov 2016 vs YTD Nov 2015 vs FY 2015
55 FMCG FOOD NON FOOD

11.6 11.4 11.7 11.9
11.5 11.4
2.7 2.5 8.2 2.7 2.4 8.7 2.8 2.8
7.1
3.8 4.4 2.3
8.8 9.0 8.7 9.0 9.0 9.2
4.4 4.2 4.8
2015 YTD Nov'15 YTD Nov'16 2015 YTD Nov'15 YTD Nov'16 2015 YTD Nov'15 YTD Nov'16
Unit Value Change Volume Change Nominal Growth
39
Non food sales growth is nothing better
Indonesia Total Grocery | Non Food | YTD Nov 2016 vs YTD Nov 2015 vs FY 2015
Personal Care Homecare Pharmaceutical

13.3 13.5
12.0 12.2
2.7 7.7 4.0 3.9
2.7 6.8 6.6
6.2
2.7 0.0 4.2
1.9
9.3 9.4 9.4 9.6 0.5
5.0 4.9 6.3 6.6
3.7
-0.1
40
East Indonesia hit high growth

Indonesia Total Groceries | Total FMCG 55 Categories | YTD Nov 2016 vs YTD Nov 2015
N. Sumatra
Indonesia Growth
7.1% 8.2%
Contribution
C. Sumatra
5.1 5.4% Kalimantan
12.8%
S. Sumatra Sulawesi
4.4 4.6 13.5%
4.7% Jakarta
Greater 5.2
6.7 4.6%
21.5
W. C. E. Bali
Java Java Java Nusra
10.4% 9.7% 9.2% 8.8%
41
18.0 15.3 14.9
Cooking oil and liquid milk hit double digit volume
growth
Indonesia Total Grocery | Total 55 FMCG Categories | YTD Nov 2016 vs YTD Nov 2015
Instant Noodles -2.7 Volume Growth % 6.6

3.8
Powder Milk 0.5 Value Growth % 1.0
1.5
Coffee 4.1 Average Price Increase 9.6
14.1
Biscuit 9.9 3.9
14.3
Cooking Oil 16.1 -0.2
15.9
Mineral water 6.8 6.3
13.6
Tea-RTD 2.4
8.5 5.9
Baby Diapers 7.4
9.8 2.2
Sweetened Condensed Milk 6.4
7.7 1.2
Liquid Milk 15.0
22.2 6.2
42
Mostly volume growth went down in H2

3.0 5.2
Toilet Soap 8.3
-1.5 Volume Growth %
Skincare 4.5 6.0
0.7 Value Growth % 5.3
Shampoo 6.1
Snack
6.9 Average Price Increase 6.8
14.1
1.0 2.8
Detergent 3.9
Cologne 5.6 5.5
11.4
3.1 -1.7
Stock Soup 1.3
Candies 2.1 5.5
7.7
-9.6 3.0
Carbonated Soft Drink -6.9
Toothpaste
1.5 3.3
4.8
43
Dish Liquid, Juice, Biscuit hit high growth
Bleaches 5.2 22.4

28.8
Liquid Milk 15.0 6.2
22.2
Razor Blade 1.7 Volume Growth % 15.3
17.2
Diswashing Liquid 19.0 Value Growth % -1.9
16.8
Cooking Oil 16.1 Average Price Increase -0.2
15.9
Juice 18.5 -2.9
15.1
Seasoning Flour 12.9
14.4 1.3
Biscuit 9.9
14.3 3.9
Coffee 4.1
14.1 9.6
Snack 6.9
14.1 6.8
44
Mineral water and Diapers are amongst the star
Soft Cake 8.5

13.9 4.9
6.8
Mineral Water 13.6 Volume Growth % 6.3
Talcum Powder
5.8 Value Growth %
13.0 6.7
Margarine 8.5
12.7 Average Price Increase 3.9
Gum 7.5
12.1 4.3
Cologne 5.6
11.4 5.5
Baby Diapers 7.4
9.8 2.2
Sanitary Napkin 3.8
9.7 5.7
3.6
Fabric Conditioner
9.4 5.6
Tea 3.2
9.0 5.7
45
High growth brands within top 5
365.2 22.1
30.0 28.9% 44.6 356.0
Val 14.5 17.3 13.5
21.7 19.6% 40.0
Vol 10.9 14.2
25.8% 1,999.8 36.7 283.4 23.9

Val 35.3 28.9% 20.0
16% 1,910.4 26.4 252.5
Vol 28.1 19.6% 46
High growth brands within top 5
43.5 21.8
Val 156.8 23.7
25.9 15.2
Vol 155.9 20.0
52.0 89.1
Val 44.2 58.6
40.7
Vol 48.7
47
Second semester growth rate is softening

Total Indonesia Market | 55 Categories
13.6
11.6 13.1 9.7 10.1
8.2 7.6 7.7 8.5
2.5 8.3 8.1 5.9 5.8 5.5
5.2 6.1 4.0
9.0 3.8 2.6 3.8 1.6 5.0 1.8 2.0
4.4 5.3 5.0 5.0 4.4 4.0 3.9 4.4 3.4 4.0 3.6 0.4
3.7
Total Indonesia Modern Trade | 55 Categories
17.6 13.1
10.0 8.8 11.7 9.8 10.3
14.4 6.1 6.2 6.4 5.8 7.5
3.6 8.9 6.3 7.0 11.1 4.2
4.9 2.2 2.3 2.4 4.8
6.4 3.9 3.2 2.9 3.9 3.6 3.3 2.0 3.9 4.1
2.3 3.4 2.7 0.8
3.4
Total Indonesia General Trade | 55 Categories
12.7 11.0 14.0 10.0 10.1
7.8 8.4 9.5
1.8 7.7 3.8 5.6 5.9 4.2 3.9
3.0 4.3 3.1 4.4 5.5 6.0
10.9 6.6 6.3 5.3 1.6 2.0 0.3 0.1
4.7 5.1 4.6 4.0
-0.1 4.0 4.1 3.9 3.9 3.8
YTD YTD Jan'16 Feb'16 Mar'16 Apr'16 May'16 Jun'16 Jul'16 Aug'16 Sep'16 Oct'16 Nov'16
Nov'15 Nov'16
48
also show same pattern

Total national retail (include non FMCG)
49
Small format pick up the growth due to down trade

, despite still half of normal growth
24.3
21.4 20.0
18.8 19.3 19.5
15.8 14.7
19.7 11.8 11.9
10.0 9.1
9.7 19.3 16.4 16.4 16.7 8.1
10.1 17.0
7.8 6.3 8.5
1.9 4.7 5.3
6.1 4.6 3.5 4.6 4.0 3.7 3.4 3.7 3.4
2.1 1.9 2.9 2.8 1.1
0.8
50
Modern market nominal growth (8.8%) is only

half it should be (15%-18%)
Indonesia MT | Total 55 FMCG Categories | YTD Nov 2016 vs YTD Nov 2015 vs FY 2015
55 FMCG FOOD NON FOOD
11.0 11.4
9.8 10.0
8.8 9.1 9.3 9.3
2.5 2.7 8.0
3.6 3.6
4.2 4.2 2.8
4.9 6.1
8.5 8.7
6.2 6.4 4.9 5.2 5.2
3.9 3.2
51
Non food Pharma vol growth comes from
Indonesia Total Grocery | Non Food | YTD Nov 2016 vs YTD Nov 2015 vs FY 2015
Personal Care Homecare Pharmaceutical
11.2 11.5 11.2 11.6

9.7
1.6 1.8 7.7 8.5 7.9 7.8
4.3 4.3
2.2 3.4 7.8
9.6 9.7 6.9 6.9
5.5 7.0 7.3
5.1
1.1 0.9 2.0
52
Quarterly Adex show positive growth
7%
8%
21% 17% 31.4
-1% 26.8
27.1
19% 10% 32.0
4%
22.7 7% 28.1 29.2 Q4
19% 26.3 Q3
22.2 13% 36.2 Q2
12% 29.8 7% 31.9
25%
26.7 Q1
21.4
22.3 25.6 25.5 31.5
18.1 23% 14% -1% 24%
2012 2013 2014 2015 2016

Source: Nielsen Advertising Information Services (AIS) 2012 2016
Commercial product ad spending on TV & print based on gross rate card (doesnt calculate discount, promo, bonus, etc.), in Rp Trillion 53
Tv dominates adex share as well as drives

growth
Adex Share Adex Growth by Media Type

Jan-Sep 2016 2012 2016 (Jan Sep)
TV Newspaper Magazine &Tabloid 76.6

+ 23%
62.3
TV 57.1
77% 49.8
39.2
24.3 98 titles
23.5 22.8 21.9
102 titles 20.5
NPAPER
22% 162 titles 1.7 1.4 1.2 120 titles
1.6 1.6
MAG
1% 2012 2013 2014 2015 2016
6 our of top 10 categories are FMCG
TOP 10 CATEGORY TV & PRINT ADEX Jan-Sep 2016 vs Jan-Sep 2015

GOVERNMENT, POLITIC ORGANIZATION 6.0 30%
CLOVE CIGARETTES 4.9 48%
HAIR CARE PRODUCTS 4.3 28%
COMMUNICATION EQUIPMENT, SERVICES 3.5 14%
COFFEE, TEA 3.4 26%

FACIAL CARE PRODUCTS 3.3 23%
SOFTWARE, ONLINE SERVICES (WEB, APP, E-
3.0 34%
COMMERCE)
INSTANT FOOD, INSTANT NOODLES 3.0 22%
CORPORATE ADS, SOCIAL SERVICES 3.0 13%
SNACKS, BISCUITS, COOKIES, CAKES 2.6 40%

Dunhill, Indomie and Traveloka are top spenders
TOP 10 PRODUCT TV & PRINT ADEX Jan-Sep 2016 vs Jan-Sep 2015
DUNHILL FILTER CLOVE CIGARETTE 766.4 -

INDOMIE 657.0 -9%
KEMENTERIAN KESEHATAN RI 546.1 296%
TRAVELOKA.COM 476.8 -13%
PARTAI PERINDO PERSATUAN INDONESIA 460.9 53%

PEMDA RIAU 459.6 29%
SGM EKSPLOR 1 PLUS 433.7 21%
SEDAAP - INSTANT NOODLE 433.6 -27%
PEPSODENT TOOTHPASTE 431.6 26%
CLEAR ANTI KETOMBE 412.2 19%
Commercial product ad spending on TV & print based on gross rate card (doesnt calculate discount, promo, bonus, etc.), in Rp Billion 56
DISRUPTIVE PLAY
57
Online shopping is still increasing and
continue developing
Increasing participation in OnlineShoDay
50% growth vs last year
Clothings, Gadgets and Travel still
Shopping drivers :
Extending audiences :
Online maniacs
(35%)
with small base still can grow high per annum
65
Ecommerce share is still about 1%
66
Increasing smartphone penetration and improved
payment system will help boost online shopping
67
Tokopedia is most popular
68
69
AMAZON IS
TOTAL TOP 8
BIGGER THAN
RETAILERS (USA)
70
USA BIG BOX AND DEPT STORE ARE DECLINING
71
72
FORECAST
73
2017 GROWTH FORECAST
gain more volume in low inflation (4%)
2017F 2016F 2015
GDP 5.0 5.2% 4.9% 4.8%

USD 13.300 13.600
FMCG (val vol)

Nat 10% 8.5% 11.6% (9.0%-2.6%)
MT 14% 9% 10.0% (6.4%-3.6%)
GT 8% 7.5% 12.7% (10.9%-1.8%)
74
75
76
77
78
79
80
81
82
Hello Generation Next

MILLENIALS
83
87
MILLENNIALS HAVE STRENGTH
IN NUMBERS
O F T H E G L O B A L P O P U L AT I O N
US Census Bureau, International Programs Data. http://www.census.gov/population/international/data/idb/worldpop.php 88

THE , AND GENERATION
healthy
convenience lifestyle
control
added benefits
multi-taskers
vocal / social
authenticity
connectivity
89
THE
GENERATION
IM A MASTER
I AM MORE LIKELY THAN BABY BOOMERS TO
ENGAGE IN SOCIAL MEDIA WHILE WATCHING

VIDEO PROGRAMMING
2.4X
BROWSE THE INTERNET WHILE
WATCHING VIDEO PROGRAMMING
1.6X
Source: Nielsen Global Digital Landscape Survey, Q3 2014 91

I HAVE SOMETHING TO
MILLENNIALS BABY BOOMERS
59% 62%
30% 36%
I WATCH LIVE VIDEO I KEEP UP WITH SHOWS

PROGRAMMING CONTENT SO I CAN JOIN THE
MORE IF IT HAS A CONVERSATION ON
SOCIAL MEDIA TIE IN
Nielsen Global Digital Landscape Survey, Q3 2014
SOCIAL MEDIA 92
IM PART OF A
Percent likely to utilize/rent products or services from a share community
MILLENNIALS
(21-34)
49% 45%
35%
28% 18% 17%
BABY BOOMERS
(50-64)
15%
7% 5% 3% 7% 8%
GLOBAL AVERAGE ASIA-PACIFIC MIDDLE EAST AFRICA

Source: Nielsen Global Survey of Share Communities, Q3 2013 LATIN AMERICA NORTH AMERICA EUROPE 93
SHARING VEHICLE
94
Girls bring HP camera into the dressing room and take snapshot of the outfits
they tried on, and finding review and recommendations from friends
purchase decision is team sport
95
THE GENERATION
I WANT TO BE
I WANT TO SEE THE STORY BEHIND THE SCENES

80% 63%
Source: The Cambridge Group 97
I WANT TO BE
I WANT TO KNOW MORE ABOUT HOW MY FOOD IS PRODUCED

81% 65%
Source: The Cambridge Group 98
I WANT MY FOR ME
7 food attributes that appeal to Millennials more than Boomers
FAIR TRADE
GLUTEN-FREE ORGANIC
CAFFEINE-FREE
HIGH PROTEIN
PORTION CONTROL FORTIFICATION
Source: Nielsen Global Health & Wellness Survey, Q3 2014 99

I WANT PRODUCTS
Purchased a new product on last Wish there were more premium

grocery shopping trip products available
66%
41%
21%
13%
Category 1
Nielsen Global New Product Innovation Survey, Q1 2015 100
STARBUCK RESERVE
101
I WANT
51% 49%
12% 13%
CHECK THE PACKAGING PREFER TO WORK FOR A

LABELS TO ENSURE COMPANY COMMITTED
POSITIVE TO POSITIVE
SOCIAL/ENVIRONMENT MILLENNIALS SOCIAL/ENVIRONMENT
BABY BOOMERS
IMPACT
Source: Nielsen Global Survey of Corporate Social Responsibility, Q1 2014
IMPACT 102
IM FOR IT
% willing to pay more for foods with health benefits

81% 67%
Source: Nielsen Global Health & Wellness Survey, Q3 2014
103
IM FOR IT
% willing to pay a premium for innovative new products

48% 34%
Source: Nielsen Global New Product Innovation Survey, Q1 2015
104
IM FOR IT
% willing to pay more for sustainable brands

73% 51%
Source: Nielsen Global Survey of Corporate Social Responsibility, Q1 2014
105
I WANT ,
JUST LIKE EVERYONE ELSE
PURCHASED A NEW PRODUCT ON LAST GROCERY SHOPPING TRIP
62% 66%
53%
41%
25%
GENERATION Z MILLENNIALS GENERATION X BABY BOOMERS SILENT

(15-20) (21-34) (35-49) (50-64) GENERATION
(65+)
Nielsen Global New Product Innovation Survey, Q1 2015 106

107
108
THE GENERATION
IM ON THE GO, THEREFORE
EVERYWHERE
81% 66%
Source: Nielsen Global Digital Landscape, Q3 2014 110

TECHNOLOGY GETS ME
MILLENNIALS USING BABY BOOMERS USING

MILLENNIALS WILLING TO USE BABY BOOMERS WILLING TO USE
ORDER ONLINE FOR DELIVERY TO HOME USE ONLINE AUTOMATIC SUBSCRIPTION
MILLENNIALS 57% 30% MILLENNIALS (21-34) 60% 19%

BABY BOOMERS 48% 17% BABY BOOMERS 40% 6%
USE A VIRTUAL SUPERMARKET ORDER ONLINE AND PICK UP INSIDE THE STORE
MILLENNIALS 64% 18% MILLENNIALS (21-34) 61% 17%

BABY BOOMERS 46% 4% BABY BOOMERS 48% 6%
Source: Nielsen Global E-commerce and the New Retail Survey, Q3 2014 111
112
AND WATCH WHAT I WANT,
I am more likely than Baby Boomers to
2X MORE 1.3X TO AGREE THAT

LIKELY TO PAY FOR A TIME-SHIFTED
PROVIDER FOR ONLINE PROGRAMMING BETTER
PROGRAMMING ACCOMMODATES MY
2.5X ~2X
SCHEDULE
AGREE THAT
MORE LIKELY TO SAY THEY WATCHING VIDEO
PLAN TO CANCEL SERVICE IN PROGRAMMING ON MY
FAVOR OF ONLINE-ONLY MOBILE DEVICE IS
CONVENIENT
Source: Nielsen Global Video-on-Demand Survey, Q3 2015 , Nielsen Global Digital Landscape, Q3 2014 113
MY MEALS ARE
58% 16%
29%
4%
Category
I EAT 1 Category 2
OUT AT LEAST I EAT MOST
Category 1 OF MYCategory
DINNER 2
ONCE A WEEK MEALS ON THE GO OR WITH
FRIENDS
Source: Nielsen Out-of-Home Dining Habits Survey, Q3 2015, Nielsen Generational Lifestyle Survey, Q1 2015 114
KULINA
115
MY MEALS NEED TO
I prefer to eat at quick service restaurants
52% 41%
I eat snacks as meal replacements
44% 31%
I prefer to eat at street food vendors
28% 9%
Source: Nielsen Global Snacking Survey, Q1 2014 , Nielsen Generational Lifestyle Survey, Q1 2015 116
117
MINE THE MILLENNIAL
USE THE ADD SHARE GIVE CUSTOM

NETWORK BENEFITS YOUR CONTROL ADS
STORY
118
MILLENIALS TOP BRANDS
119
Emerging Seven
INDONESIA 2050
120
Emerging seven will be leading the growth
121
E7 passed G7 in 2014
122
INDONESIA 4.3%
2014-20150 AVERAGE GDP GROWTH
123
4TH
RANKED
2050
INDONESIA
124
125
Challenge : Inflation, CAD, corruption, inequality
126
Indonesia average growth will lower towards
2050 as base enlarging
127
128
THE NEXT
129
130
WORLD POPULATION GROW FAST
131
A DRIVE FOR ITE
132
133
134
135
136
137
138
Exponential impact
139
140
141
142
143
144
145
What will you do ?
146
SHOPPERTAINMENT
147
(1937, 5.5 HA, 170 TENANTS)

SHOPPING CENTER
148
FIVE CINEMAS
149
MALL EVOLUTION.
150
YESTERDAY SHOPPING CENTER
151
Surrounded by Ubiquitous
parking lot atrium Traditional
foodcourt
Dumbbell
Anchor each
ends
152
TODAY ADD LIFESTYLE, FNB, COMMUNITY, POPUP
153
Art exhibit
Deconstruct-
ed foodcourt Technology to engage
Neighbour digitally
Community
Click and hood feel focus,
collect amphi
theater
Incubation,
popup
154
NEXT : ECOSYSTEM, EXPERIENCE, INTEGRATION
155
Nano Office
Walkable, technology Co-working
train, bikes Exterior space Smart parking
Self driving
Apps
Advance green
energy
156
Click and Bigger Better Apps based delivery
collect connectivity anywhere in the mall
Food and goods
Cable free Infrastructure
elevator
Rooftop for resto

Entertainment
157
Streamlined Changing
sourcing constantly,
Future: anchored by programmed year
food and experience Consumer round
Change with time of driven
day Food experience is
movement Require twice
everywhere common area today
Discovery food
festival, food
street
158
Education
experience: Authentic taste of Select online
cooking class, Interactive
lectures
place
Local eating Fitting Suites
Keep life
interesting vegetable gardens
Warehousing
Seamless check For same day
out Drone
Like stealing delivery
159
160
they change you ?

You change them or
161
Jangan lagi tuntun anak kita, tetapi taruh dia di pundak agar dapat melihat ebih jauh.
The future is theirs. Let them see farther and direct us
then let them fly
162

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INDONESIA MARKET - WAITING FOR

3.4% (2016 3.1%)

INDONESIA: IS NEW WAVE COMING ?

IMPROVED IN EASE OF DOING BUSINESS

IMPROVED IN EASE OF DOING BUSINESS

MOST IMPROVED IN ASEAN

INDONESIA DEBT RATIO IS LOW

GLOBALLY IN A HEALTHY GROUP

HIGH BUSINESS CONFIDENCE

IMPROVING RESERVES (8 months import)

INCREASING GDP PER CAPITA

HIGHEST TAX AMNESTY

Tourism contribute 10% to GDP

Create 9.8 mil jobs, contribute 8.4%

1 mil spend, result 1.7 mil GDP,

CLIMBING HOTEL OCCUPANCY RATE

2011 - 2014 2015 2016

FY 4.8 Target FY 5.3 8.4 8.4

FY FY FY FY Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY FY FY FY MAR JUN SEP DEC MAR JUN SEPT

Sources: Bank of Indonesia 27

GDP CONTRIBUTION BY SECTOR GDP SECTOR GROWTH

Car Sales Motorcycle Sales

CEMENT SALES GROWTH IS WEAK

LOAN GROWTH IS DECLINING

RETAIL SALES GROWTH TEND TO BE FLAT

2016 H2 GROWTH WAS SOFTENING

2015 : High inflation & 2016 : Tax SCARE

Market has slow down twice 35

School fee, Fashion + Meat Lebaran, Recreation Lebaran

Better volume than LY but lower nominal

55 FMCG FOOD NON FOOD

Unit Value Change Volume Change Nominal Growth

Non food sales growth is nothing better

Personal Care Homecare Pharmaceutical

Unit Value Change Volume Change Nominal Growth

East Indonesia hit high growth

Instant Noodles -2.7 Volume Growth % 6.6

Mostly volume growth went down in H2

Dish Liquid, Juice, Biscuit hit high growth

Bleaches 5.2 22.4

Soft Cake 8.5

25.8% 1,999.8 36.7 283.4 23.9

Second semester growth rate is softening

also show same pattern

Small format pick up the growth due to down trade

Modern market nominal growth (8.8%) is only

55 FMCG FOOD NON FOOD

Unit Value Change Volume Change Nominal Growth

Non food Pharma vol growth comes from

Personal Care Homecare Pharmaceutical

11.2 11.5 11.2 11.6

Unit Value Change Volume Change Nominal Growth

Quarterly Adex show positive growth

2012 2013 2014 2015 2016

Tv dominates adex share as well as drives

Adex Share Adex Growth by Media Type

TV Newspaper Magazine &Tabloid 76.6

6 our of top 10 categories are FMCG

TOP 10 CATEGORY TV & PRINT ADEX Jan-Sep 2016 vs Jan-Sep 2015

COFFEE, TEA 3.4 26%

SNACKS, BISCUITS, COOKIES, CAKES 2.6 40%

Dunhill, Indomie and Traveloka are top spenders

TOP 10 PRODUCT TV & PRINT ADEX Jan-Sep 2016 vs Jan-Sep 2015

DUNHILL FILTER CLOVE CIGARETTE 766.4 -