Welcome to the Digital World

SET Opportunity Day, 2nd March 2006

Niklas Stalberg, CEO

Wanchai Priboonbaramee, CFO

Piyathat Sombatsiri, VP – Wireless

Siwat Chawareewong, VP – Interactive Solutions

Siam2you Public Company Limited

 Vision

Siam2you shall be the best

performing company in terms of
stakeholders’ return,
which means:
• Employee satisfaction is high and employees are
proud of working in a world class, high quality
corporation.

• Customers and partners prefer to work with us.

• Investors are eager to invest in us since we exceed

financial expectations.
 Today’s Agenda

Company Profile
Business Operation [corporate video]

Industry Outlook
Performance and Financial Status
Future Plan – Investment Projects
Q&A

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Company Profile
 Company Profile

Company Name : Siam2you Public Company

Limited
Establishment : 21 July 1999

Listed on mai : 4 May 2005

Registered : Baht 40.93 million

Capital
Par Value : Baht 1

Foreign Limit : Not more than 40%

Dividend Policy : Not less than 50%

No. of Employees : 74 employees

(as of 28 February 2006)

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 Shareholders Structure

Name % of paid-up Capital

1. Sribhadung Family 35.85%

2. Transpac Nominee Pte 9.99%

3. BancBoston Investment Inc. 9.92%

4. Niklas Stalberg 4.99%

5. The Others 39.25%

Total 100.00%

As of 12 January 2006

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 Board of Directors

Name Position
Mr. Suparat Mikael Sribhadung Chairman
of the Board of Directors
Jr. Lt. Supridi Sribhadung Director
Mr. Patrick Cheong Chong Thye Director

Mr. Niklas Stalberg Director / Chief Executive Officer

Mr. Siwat Chawareewong Director / Vice President – Interactive
Solutions

Mr. Witit Sujjapong Independent Director and Chairman of

the Audit Committee
Mr. Alan Kam Independent Director and member of the
Audit Committee
Mr. Sharad Apte Independent Director and member of the
Audit Committee

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 Executive Management Team

Niklas S.
CEO

Dhanawon N. Piyathat S. Siwat C. Wanchai P.

VP-HR VP-WIRELESS VP-Interactive Solutions CFO / VP-Finance

Key Issues Key Issues Key Issues Key Issues

Competency Development Product Licensing Process Efficiency Business Plan Process
Succession Planning Margin Improvement Business Expansion ERP & MIS

Past Experiences Past Experiences Past Experiences Past Experiences

HR Manager,
Shell (Thailand) Limited
Managing Director, Sony VP – Corporate Finance Director
Music BEC-Tero Development, Siam2you
Garant Mobel Asia
Entertainment PCL.
Senior Business Analyst,
Managing Director, IMAR Business Development,
Federal Express (FEDEX)
Co., Ltd. (Rock Records) Shin Corporations
Engineer, Siam Cement

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Business Operation
 Business Structure

Siam2you operates through three business units:

Wireless Value Added Service
Business unit provides, develops, aggregates and distributes
wireless information and services.
Interactive Solutions
Business unit provides web design and consultancy services
that improve communication between our clients and their end-
customers.
Digital Media
Business unit provides digital advertising, campaigns, and
communication solutions through internet and wireless media.

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Wireless VAS Business
 Wireless VAS Business

Products
Productsand
andServices
Services
Develops, aggregates and distributes Wireless Value Added Services (WVAS) in the
Siam2you brand name to AIS, DTAC and Orange users

Target
TargetCustomers
Customers
Mobile phone users, aged 15 – 35

Competitive
CompetitiveStrategies
Strategies
Continuously develop WVAS to match rapidly changing technologies and satisfy
customers’ needs
Maximum and utilize S2Y’s existing resources, comprising of S2Y wapsite
“wap.siam2you.com” and S2Y website “www.siam2you.com”
Strategic partner relationship with mobile phone operators
Good relationship with content owners, such as music production houses, graphic
licensors, and java game developers

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 Wireless Value Added Services

S2Y’s Alliances

S2Y has signed contracts with 3 Leading Mobile Phone

Operators to provide Wireless Value Added Services.

The 3 Alliances operate concession of Mobile Phone Number

more than 97% of total mobile phone number in Thailand.

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 Wireless VAS Products

: Basic Content
- Monophonic Ringtones
- Black and White Graphic
- Text Information

: Premium Content
- Truetone Ringtones
- Polyphonic Ringtones
- Color Graphics
- Game Application
- Sound Effect
- Polyphonic Plus

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Sample of Basic Products

15
 Sample of Premium Products

Cow Victoria Secret Can't get you out of my head

Cat & Dog Silom Soi 2 Bat eat Banana
Girl Fight Ghost The star spangled banner
Shooting Scary Night Children
M16 Spanish Trumpet Wanna go with you

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Sample of Infotainment Products

17
Sample of Java Games

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 Distribution Channels

Distribution under brand “Siam2you” though direct media

– Siam2you’s Brochures and Mobile Phone Operators’ Brochures

Distribution under brand “Siam2you” though mass media

– News Paper, Magazine, and Siam2you website and wapsite.

Distribution through Partners

Online Affiliate and Offline Affiliate

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Interactive Solution Business
 Interactive Solutions Business

Products
Productsand
andServices
Services
Provide consultation and recommendation for web design
Offer website development and web application services
Maintain, monitor, update customers’ websites and web applications
Design and develop websites for small networks in organizations, called “Intranet”

Target
TargetCustomers
Customers
Private organizations
Government agencies

Competitive
CompetitiveStrategies
Strategies
Offer high quality of products and services to fulfill customers’ needs
Provide after-sales services
Maintain long-term relationship with the existing customers
Extend customer base to government agencies and private organizations which have
high growth technological applications

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 Interactive Solutions - Services
• Specialized in
customized
Interactive consulting Web Online
services Development Communication
Concept Banners Advertising
• Delivering solutions, Design
Programming
Direct E-mails
Games

which will increase Content Development

WAP SMS STK GPRS
SMS Games
Executive interview

brand awareness,
effectives processes or
decreases operational
costs.
– Online Strategies Backend
– Concepts Integration
Middleware
Payment System
Billing System
– Design & Development

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 IS – Key Client references
• Bangkok Metropolitan Authority
• Express Way and Transit Authority
• TCC Pharmaceutical (Redbull)
• Ministry of Public Health
• Ministry of Education
• Department of Water Resources
• HSBC
• Unilever Thai Holdings
• Foremost Friesland PCL.
• Bio Consumer
• Elca Thailand (Clinique)
• Amway
• Oishi
Restaurant

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Digital Media Business
 Digital Media Business

Products
Productsand
andServices
Services
Offer information to PC and mobile phone users through its web portal
www.siam2you.com
Provide online marketing activities though Internet and wireless technologies

Target
TargetCustomers
Customers
Companies that want to reach out to mobile phone and Internet customers using
digital advertisement and promotion though wireless technologies and Internet.

Competitive
CompetitiveStrategies
Strategies
Continuously develop S2Y’s website to match with technological changing and
internet user’s trends
Offer good quality of online marketing activities to target customers

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 Digital Media
• Internet based
advertising solutions
through online media
placements, e-newsletter
advertising, advertorials
and research.
• Wireless advertising
solutions using SMS,
MMS and preparing for
future technologies.

26
Industry Outlook
 Mobile operators industry
Penetration
Subscriber The current situation of Mobile phone operator Rate (%)
(Millions)
is in the phase of diminishing growth and going
35 to be in maturing phase 55
49.7%
46.6% 50
30
42.7% 45
25 40
34.6%
35
20 27.4% 30

15 25
20
10 8% 15
%
11
% 10
5 22
%
27 5
0 0
2002a 2003a 2004a 2005a 2006f

Mobile Subsccriber Penetration Rate

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 Mobile operators industry
Number of Subscribers by operator
35,000,000
30,000,000
25,000,000
20,000,000
15,000,000
10,000,000
5,000,000
0
2001 2002 2003 2004 2005 (up to Nov 05)
Orange 12,768 1,336,228 1,824,990 3,380,383 4,303,571
DTAC 2,737,598 5,454,788 6,550,496 7,786,165 8,529,688
AIS 4,813,000 10,662,500 13,239,200 15,184,000 16,293,800

Source: Gathering by Economic & Business research Krungthai Bank (www.ktb.co.th), Jan 06

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 Mobile operators industry
AIS and DTAC, still commanded a :
dominant market share of the active .
subscriber base at about 85%.
. %
. %
: .
. %

. %
! " # $
. %

Operator Subscriber % Share

AIS 16,293,800 56.0%
- DTAC 8,529,688 29.0%
Orange 4,303,571 15.0%
Total 29,127,059 100.0%
Source: Gathering by Economic & Business research Krungthai Bank (www.ktb.co.th), Jan 06

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 Value added service driven

% && & '( ) '

. %
10,300m 2,000m
700m

. % . %

! " # $

Total Revenue in 2005

13,000 million baht
“AIS expect value added service revenue in
2006 will grow up 30% from 2005 with revenue
of 17,000 million baht”
Source: www.manager.co.thcyberbiz (Feb 06)

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 Value added service

Estimated users by the end of 2006 (AIS)

- GPRS users = 7 Million users
- MMS users = 6.4 Million users
- Java users = 6.3 Million users
- Polyphonic users = 7.8 Million users

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 Wireless Technology Trend
• Wireless Broadband

• WIMAX ( Worldwide Interoperability for Microwave

Access ) from Fixed to Mobile.

• 2.5 - 3. Generation

• Integrated Mobile Device - GPS + Digital Camera +

Video recorder + Cellphone/PDA + Laptop Computer

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 Interactive Solutions - market
• Expected > 30% growth on current
business model : mainly focus on web
design & development
+

34
 2006 Key Client Lists
• Ministry of Education
• Redbull Energy Drink
• Sponsor
• Foremost Freisland
• Nike
• Toyota Thailand – Lexus
• Samsung

35
Performance and Financial Status
 Revenue increase by 21%
%
+

.
% .
.

. .
%

.
.

.
.
.

2002 2003 2004 2005

Service Revenues 26.51 81.86 118.59 146.09
Other Incomes 0.08 1.59 2.37 0.74
Total Revenues 26.59 83.45 120.96 146.83

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+
Wireless and IS Business are growing

. .

. .
.
. .

.
.

. .
.
. .

. . .
.
. .

, % && & '( ( ' $ &

38
 Net Income dropped by 89%
Cost Increasing in 2005
•Licensing Cost
+

. %
•IPO Related Cost

. •Marketing Cost
•Organization Expansion
. - %
.
. .
%
.

.
.
.
- . Substantial revenue
- . growth from Wireless
Value Added Services with
- . efficient cost management

- .

Need more capital to

develop Wireless
Value Added
Services to serve
more customer’ s
need
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 Profitability Ratio

. % Increasing of Licensing Cost

+

. %
. % . %
. %

. %

. %
. %

. % . %
. %

. %
. %

- . %
Increasing of
- . %
•IPO Related Cost
- . %
•Marketing Cost
- . %
•Organization Expansion
- . $ # $ . $

40
 Balance sheet As of Dec 31 2005

1 2 ) #
/
""! ) +& $%
. ! " !! 2
! ! "! # $% ) ) & )3 & ! "& %
& ' $% )3 " &
( ) * " +, ! - ) $% ) ! *
. ! /
$0/ $0/

41
 2006 Revenue Target
• Revenue target Y06 = 200 million THB

New Businesses

Interactive Wireless VAS

Solutions

42
Initiatives & usage of IPO Proceed
 Investment Projects

Projects Investment Cost Schedule

Business Expansion 40 MB. 2005 - 2007

Audiotex Service 15 MB. 2005

Investment in Related Business with 25 MB. 2005 - 2007

Wireless VAS Business

Internal Management Information System 10 MB. 2005

Develop New Products and Services 10 MB. 2005 - 2007

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 Cost Improvement
Cost items Actions
Increasing of Negotiated with major licensor to get better
Licensing Cost sharing model.
Sign up new licensors with better revenue
share / lower fee.
Adjust service mix to gain higher margins.
Increasing of Media Continue media Utilization between
Cost Wireless Business and new Businesses
such as Audiotex.
Organization Short term cost impact.
Expansion To generate new revenue streams in 2006.

45
 ERP System
• Vendor evaluated and Selected
• Under testing System

• Expected to be ready in Apr 2006 with

following modules
– Finance
– Accounting

46
 Audiotex Business
• Only one premium Audiotex
with fastest response in the
market

• Soft-launch on 1st Feb 2006

• First set of services
1900 - 9999 – xx
– Horoscope
– Live Horoscope
– Chat Line
– Game Line
– VAS Download

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 About Plusfoursix
• Focused on B2B
mobile solutions such as digital content
distribution, content production, content
converting, CRM, DRM and
communication solutions.

• Financial Highlights as of 30 Sep 2005

– Asset 11,203,551.03
Liabilities 6,821,722.74
Shareholder '
Equity 4,381,828.29

– Revenues 24,066,709.80
Cost of service 13,858,541.76
Net Profit 3,482,739.54

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 Plusfoursix Client List

Warner Music (Nordic territories)

Sony BMG
Bonnier Amigo Music Group
EMI
Sound Pollution
Samsung Electronics Nordic (Nordic
territories)
Siemens Mobile
Spumante
Hammarby Fotboll
Järnhammar advertising
Tetra Pak
Telia Sonera
Sony Ericsson
Nokia
Nestlé
and more…

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 +46 Investment Summary
• Investment Date : 28 December 2005

• No. of shares purchased : 298,429 shares

(equal to 24% of the total shares)

• Total investment : 29,625,715.60 Baht

• Criteria to specify value : agreed between seller & buyer,

include goodwill and benefits
towards S2Y in the future

50
 +46 Investment Summary
• In line with Siam2you strategy is to expand outside Thailand.
– S2Y can reach out Asia by ourselves.
– +46 expand over Europe (just open up new office in
London)

• Obtain knowledge and information from more advanced

markets. (3G Launched in Sweden for 2 years already)

• Reduce Risk – go B2B is safer business model

• Create New Business Opportunities

– Subcontract Content Production work from Europe market
– Resell im46 platform in Thai & Asia market

51
Questions & Answers
 Thank you for your attention
For more information, contact: -
Siwat Chawareewong Please drop your
Tel: 02711-4590 Ext.135 business card.
E-mail: siwat@siam2you.com
We will keep you
updated!
Siam2you Public Company Limited
555 SSP Tower, Sukhumvit 63,
Klongton Nua, Wattana Bangkok 10110

Corporate Website: http://www.siam2you.net

(This presentation will be ready for download here)

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