Introduction to Do Day...

Opportunity Day

Information as of 2Q18

Latest update on 27th Aug 2018

The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation

of an offer or invitation to purchase any securities of Do Day Dream Public Company Limited (the ldquoCompanyrdquo) in Thailand the United States or

any other jurisdiction This presentation should not nor should anything contained in it form the basis of or be relied upon in any connection with

any contract or commitment whatsoever This presentation is confidential and is intended only for the exclusive use of the recipients thereof and

may not be reproduced (in whole or in part) retransmitted summarized or distributed by them to any other persons without the Companyrsquos prior

written permission

This presentation may contain forward-looking statements that involve risks and uncertainties Forward-looking statements are based on certain

assumptions and expectations of future events Actual future performance outcomes and results may differ materially from those expressed in

forward-looking statements as a result of a number of risks uncertainties and assumptions Although the Company believes that such forward-

looking statements are based on reasonable assumptions it can give no assurance that such expectations will be met

Representative examples of factors that could affect the accuracy of forward-looking statements include (without limitation) fluctuations in in

regulations relating to the Companyrsquos business general economic political and business conditions global and regional health and security

conditions the Companyrsquos ability to finance and complete new projects on schedule liability for remedial actions under environmental regulations

and other factors beyond the Companyrsquos control You are cautioned not to place undue reliance on these forward-looking statements which are

based on current views of the Companyrsquos management on future events

This presentation has been prepared by the Company The information in this presentation has not been independently verified No representation

warranty express or implied is made as to and no reliance should be placed on the fairness accuracy completeness or correctness of the

information and opinions in this presentation None of the Company or any of its directors officers employees agents or advisers or any of their

respective affiliates advisers or representatives undertake to update or revise any forward-looking statements whether as a result of new

information future events or otherwise and none of them shall have any liability (in negligence or otherwise) for any loss howsoever arising from

any use of this presentation or its contents or otherwise arising in connection with this presentation

Although this document has been prepared based on the information contained in the updated draft Thai prospectus which is currently under the

consideration of the Securities and Exchange Commission of Thailand (the ldquoThai SECrdquo) it has not been and will not be registered as a prospectus

with the Thai SEC and accordingly this document may not be distributed either directly or indirectly to the public Further this document and any

materials distributed in connection with this document are not directed to or intended for distribution to or use by any person or entity that is a

citizen or resident or located in any locality state country or other jurisdiction where such distribution publication availability or use would be

contrary to law or regulation or which would require any registration or licensing within such jurisdiction

Any decision to purchase or subscribe for securities in the Company should be made solely on the basis of information contained in the prospectus

to be published in respect of the offering and no reliance should be placed on any information other than that contained in the prospectus

DISCLAIMER

3

TABLE OF CONTENTS

Background and business

Where we are so far

2H 2018 Outlook

Key financial performance

Appendix

4

2012-2010

bull Founded Do Day Dream PLC

to focus on OEM Business

of skin care products with

registered and paid-up

capital THB 1 mn at par value

of THB 100 each

2013

bull Founded NAMU LIFE Brand

and launched the first product

ldquoSNAILWHITE SECRETION

FILTRATE MOISTURE

FACIAL CREAMrdquo

bull Main distribution channels are

online (Line Facebook and

Instagram) and traditional trade

bull Snail Filtrate rejuvenates the skin

bull Tailored the product to suit the

climate and skin of SEA countries

bull Created the new segment for the

market the Premium-Mass

2014

bull Launched 3 more products

of NAMU LIFE SNAILWHITE

and expanded into body

care product

bull Expanded into modern

trade and export to China

Hong Kong Myanmar and

Cambodia

bull Increased share capital from

THB 1 mn to THB 10 mn for

business expansion

2015

bull Founded Namu Life

Plus Co Ltd to be

the Companyrsquos local

distribution arm

bull Launched 3 more

products of NAMU

LIFE SNAILWHITE

and expanded into

sunscreen and

cleansing products

bull Invested in land with

factory located in

Rojana Industrial

Park and started to

renovate new plant

2016


products of NAMU

LIFE SNAILWHITE

and expanded into

body cleansing

bull Started production in

the new plant located

in Rojana Industrial

Park in October 2016

bull Implemented SAP

bull Increased share

capital to THB 225 mn

focusing on

international

expansion

2017


products of NAMU

LIFE SNAILWHITE in

facial skin care and

body care

bull Started to produce

small size products

(Sachet) selling

through leading

convenience stores

bull Listed on the Stock

Exchange of Thailand

bull Founded Do Infinite

Dream Co Ltd to be

IHQ for the Companyrsquos

international business

CHINA

HONG KONG

Our Journey Since 2010 has seen us become a leading skincare company in Thailand

5

Vision Mission amp Core Values

VISION MISSION CORE VALUES

To be 1 of top 3 market

Leaders in the Asian

Beauty industry

We create healthy

skin for everyone to

be truly beautiful in

their own unique way DYNAMICRobust growth while always being adaptive

DIFFERENTFresh and uniquely innovative

DEVELOPCommitment to continuous improvement for sustainability and stability

Do Day Dream PLC is a fast growing skincare

manufacturer and distributor in Bangkok

Thailand Formed in 2010 the company has

reached THB 167 bn sales in 2017 within 6

years or just 4 years after the launch of NAMU

LIFE SNAILWHITE Our customers include retail

customers local distributors and international

distributors in several countries in Asia

6

Company structure and shareholding structure

Philippines Distributors

DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL

Parent and subsidiaries

DO DAY DREAM

Intermediary in trading

with foreign customers

DO DAY DREAM TRADING

100

Investment arm for

overseas businesses

DO DAY DREAM HOLDING

100

Domestic Distributor

NAMU LIFE PLUS

100

International Headquarter

DO INFINITE DREAM

100

Dermatological company

DREAM DERMATOLOGY

95

Future potential partners to do

overseas business

POTENTIAL PARTNERS

51

7

Extensive Product Portfolio Covering Five Categories of Skincare

FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST

Mask Shot Concentrate Facial

Cream

Miracle Royal Jelly Facial

Cream

Day Cream Overnight Firming

Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++

Cleansing Whip Soap Essential

Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10

Market Size of Facial Moisturizer

2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand

Source Euro Monitor The Nielsen Company

New Snailwhite Sachets play

vital role in capturing Market Share

No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4

SupermarketHypermarket

No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores

We are a top-of-mind brand in Thailand

11

Do Day Dream is one of the only 2 Thai manufacturers among top 10

28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)

Beiersdorf AgGermany

Unilever ThaiTrading

OtherManufacturer

Dodaydream Smooth-E Mentholatum Aisance Johnson ampJohnson

Consumer

SKUs

Q217

Q218

Market Share ()

78 SKUs 45SKUs 63SKUs 29 SKUs 30 SKUs 8 SKUs 18 SKUs 14 SKUs 24 SKUs 7 SKUs

Top 10 Manufacturers in Thailand (Facial Moisturizer)

hellip

With the lowest No of

SKUs among the top

brands there are rooms

for expanding wider

range of products

40Growth

12

Facial Moisturizer SKU Ranking in Modern Trade Channels as of Q2 2018

(Supermarket Hypermarket Personal Care Store and Convenience Store)

No 4Market share in

Modern Trade

bull The newly launched SKU ldquoSnailwhite Gold 7 Ml quickly rises to No4 after it was first launched in Marrsquo18

bull Day Cream 7 Ml continues to be within top 10 in Modern Trade after more than a full year of product launch

Rank Brand Product SizeMarket Share

2Q 2018

1 Garnier Sakura White SPF 20 PA+++ Sachet 7 Ml 18

2 Garnier Ageless White Day Spf30 Pa+++ Serum Sachet 7 Ml 17

3 Garnier Light Complete White SPF20 Serum Sachet 7 Ml 14

4 Snail White Gold SPF30 PA+++ Cr Sachet 7 Ml 13

5 Snail White Snail White Secretion Filtrate 50 Ml 12

6 Dermo Expertise Revitalift Anti-Wrinkle Spf23 50 Ml 11

7 Smooth-E Natural Source Cream 10 Gm 10

8 Snail White Day Cream SPF20 PA+++ Sachet 7 Ml 09

9 Olay Total Effect 7In1 Day Spf15 50 Gm 09

10 Ponds Age Miracle Wrinkle Correction Sachet 7 Gm 09

No 8Market share in

Modern Trade

No 5Market share in

Modern Trade

3 of Snail White SKUs are among top 10 in modern trade

13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14

2018 outlook from 3 key drivers

Penetrating through

convenience store and

traditional trade channel 1

bull Launching Sachets (small size product) with an aim

to capture new customer segments younger age

group and those in up-country

bull Mainly sold through convenience stores and

traditional trade channel with

more than gt400k stores across Thailand Products

Expansion into

King Power Duty Free2

Vibrant opportunity

in Chinese market3

bull Broaden distribution channels through King Power

Duty Free to help increase both brand outlets and

brand awareness for international consumers

bull Expanding to Chinese market which has a value of

more than THB 1 trillion (RMB 200 billion) through

both online platforms and offline channels

bull First Thai skincare brand sold in China Duty Free

Channels

15

King Power Duty Free Stores Expansion

No Branch Status

1 King Power Sivaree

2 King Power Suvarnabhumi Airport

3 King Power Rangnam

NEW in 2018 (entered in 1Q)

4 King Power Chiangmai Airport


5 King Power Phuket


6 King Power Don Mueang Airport


7 King Power Pattaya 3Q18

8 King Power Phuket Airport 3Q18

9 King Power Hatyai Airport TBU

bull No of Customers in King Power Stores (Total Year)

31200000

bull of Chinese Customers in King Power Stores (Total

Year) 55 of Total Customers

bull 60 of Chinese Customers shop in Srivaree

Rangnam and Pattaya locations

Source Brand Buffet Marketing Oops Khao Sod

16


Source King Power

SNAILWHITE Facial Cream

SNAILWHITE Mask Shot

19

2

17

Challenges and Solutions for DDD

Products

Channels

18

Key challenges and solutions for DDDProduct challenges - solutions

Delayed in new product launch

Fasten the development process of

the new product release Increase

efficiency and reduce work

duplication

19






duplication

Small product variety unable to

capture every group of customer

Launch new products to serve

consumer needs and capture the

new customers

20

Exploration of new potential brands to widen company brand portfolio

DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market

Skin care Bath and body Dermatological

New Brand

Premium Mass Premium Mass Premium Mass

Potential online market via social commerce channelLaunch a new brand to capture new customers in social commerce channel

Facial beauty is the main source of engine

Source Company Estimates Kantar World Panel

Target customer

Lower premium mass

Female with age between 18-35 years old

Potential market More than 5000 million baht

Communication Channel Social media via Line

Facebook and Instagram

21


Limited product size maybe

incompatible with traditional

trade The corresponding

communication does not match

with the target customers

Add a range of new product sizing

and enhance the direct

communication to target customer





duplication





new customers

22

Snailwhite Sachets are in the key growth driver segment for CVS The Premium Sachets

While the key contribution in sachet products are still in mass segment (Low pricing less and 15 Baht) its growth has been declining The true growth driver for CVS are higher priced sachet at 31-45 Baht Triple digit growth in 2 consecutive years prove consumers are shifting toward the premium sachet segment

Market size of Facial moisturizer in convenience store

Source The Nielsen Company

-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23


Direct communication for traditional trade channel

24


Repackaged products to match

with CFDA requirements

together with managing old

designed package to avoid

customer confusion

Repackage all products by using

the universal packages matched

with the requirements and

conditions of every target country





duplication

Limited in product size which is

not suitable with current

distribution channel and the










new customers

25


Products

Channels

26

Modern Trade Traditional Trade Special Trade Export

85

Growth

-655

Growth

402

Growth

-435

Growth

Key challenges and solutions for DDDChannel challenges

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

Revenue by distribution channels

Special Trade includes King Power Duty Fee and specialty stores - which mainly focus on inbound tourists

27

Key challenges and solutions for DDDChannel challenges - solutions

The restructure of traditional

trade channel after collaboration

with Sino-Pacific

Complete the restructuring of sales

system and customer migration

within 3Q 2018

28


Lack of understanding and

experience in traditional trade

channel and have no focus in a

certain region

Create marketing strategy for

traditional trade channel and plan

to focus on the Northeastern part of

Thailand as a top priority to capture

a huge potential target market



with Sino-Pacific



within 3Q 2018

29

We plan to focus on the Northeastern part of Thailand as a top priority to capture the huge

potential target market

Million people

Population Ranking Total Poplation Age 18-35

Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25

Nakornsrithammarat 15 04

Songkhla 14 04

Suratthani 10 03

Northeastern 220 57

Nakhonratchasima 26 07

Ubonratchathani 19 05

Khonkaen 18 05

Top priority

Source National Statistical Office of Thailand

30

Snail White roadshow in Northeastern part of Thailand

31


32

Snailwhite performs well in CVS but still has great opportunity in Open Trade

Seek for new distribution channel

Increase the use of beauty advisor

to provide product information in

modern trade channels


CVS SKU Ranking of Facial Moisturizer as of Q2rsquo2018

1 Garnier Sakura White Pinkish Spf21 Pa+++ 7 Ml 57 97 92 53

2 Garnier Ageless White Spf30 Pa+++ 7 Ml 54 95 88 45

3 Garnier Light Complete White Speed SPF20 Pa+++ 7 Ml 45 97 74 48

4 Snail White Gold SPF30 PA+++ 7 Ml 42 81 02 1

5 Snail White Day Cream SPF20 PA+++ 7 Ml 31 85 01 1

6 Ponds Age Miracle Wrinkle Day 7 Gm 31 93 53 35

7 Smooth-E Natural Source Cream 10 Gm 29 76 00 0

8 Dermo Expertise White Perfect Spf17 Pa++ Serum Cream 7 Ml 25 89 11 8

9 Olay Natural White Pink Fairness

75

Gm 24 91 47 40

10 Rojukiss Other 6 Ml 24 74 - -

Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade

ProductBrandRank Size

Market Share

Q218

Convenience

33


Negatively affected by news

related to unqualified local skin

care manufacturers and

products as well as the closure

of the biggest wholesale skin

care market at Don Mueang

Create new business strategy by

increasing new distribution

channels and using beauty

advisors to capture customers both

wholesale market and inbound

tourists




certain region








with Sino-Pacific



within 3Q 2018

34

Don Mueang Airport Market ndash the biggest wholesale skin care market

35

Overview of inbound tourists in Thailand

Expectation of

inbound tourists

in 2018

3755Million tourists

China 28

China Malaysia Korea

Laos Japan India

Russia Vietnam Cambodia

Myanmar Other

Source Tourism Authority of Thailand Company Estimates

Expectation of

inbound Chinese

tourists in 2018


Potential MarketInbound Chinese tourists

Target customer

Female Chinese tourists with age between 25-45

years old (65 of female Chinese tourists)

Potential skin care market for

inbound Chinese tourist 3000 million baht

Increase benefit from inbound tourists

To leverage the increase in number of tourists we

have created new business strategy to capture

inbound tourists by using effective communication

tools such as airport free wifi and Chinese

bloggersinfluencers

36


Improve the sale structure of

traditional trade channel after

collaboration with Sino-Pacific

Limited of understanding and

experience on traditional trade

channel and regional focus

Lack of specialized distribution

experts for Chinas mainstream

online channel and too much

reliance on china

Complete the restructuring sales

system and transfer customer

within 3Q 2018

Revamp the marketing strategy for

traditional trade channel and

focusing on the largest consumer

base in the Northeastern of

Thailand

Deal with new potential distributor

who specializes in mainstream

online channel and wholesale

market in China and start a

business in Philippines to capture

new market and new customer

base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37

Overview of potential and sizable countries for business expansion across Asia

CHINA

CHINA

bull Market growing at CAGR of 6 forecasted to reach

THB1100 billion in 2021

bull Chinese consumers are willing to trade-up to high-quality

and functional skin care products for a better effect

PHILIPPINES

PHILIPPINES

bull Skin care market is expected to grow robustly at CAGR of

5 reaching THB33 billion in 2021

bull Skin whitening remains one of the most demanded benefits

while serums are gradually becoming increasingly prominent

INDONESIA

INDONESIA

bull Vigorous market growth at 10 CAGR with sales set to

reach THB67 billion by 2021

bull Indonesian consumers prefer all-in-one products that offer all

skin benefits

Expected to expand into new country in the second half of 2018

38

China outlook

Products with CFDA

Online

Cross-border e-commerce

CHINA

Not required CFDA

Mainstream

online platform

Required CFDA

bull Market size is much bigger than


bull Allow wholesale transaction

bull Lower transportation cost due

to the bundle shipments

bull Cross-border is temporary

which is subject to change

according to Chinses policy

bull Not eligible for wholesale

transaction

Offline

Required CFDA

bull Currently in talk with one of the

distributors

ALREADY

ENTERED

Main benefits of CFDA

bull More easily accessible

in Mainstream online

platform and offline

channels which the

market is much bigger

than Cross-border e-

commerce alone

bull No risk from the policy

change of Cross-border

e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook

New subsidiary in the Philippines ndash Do Day Dream KCA Corporation

40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX

Twitter KrisAquino214

1600000+ FollowersX

Youtube TheAquinos

200000+ SubscribersX

Kris AquinoQueen Of All Media

bull One of the most popular celebrities in the Philippinesbull The youngest daughter of Corazon Aquino the 11th

President of the Philippines

41

Philippines outlook

Leverage on Kris Aquinorsquos network and

brand awareness creation by using

marketing activities along with global

FMCG experienced team

Brand awareness creation from two

main products hero which are Snail

White Whipp Soap and Snail White

Facial Cream

Promising growth and outstanding

skincare market size amounting to THB

28000 million

5

4

6

Product availability in 330 Stores over

Philippines

To be 1 of top 30 best selling skincare

brand in Philippines in 2019

Expansion of targeted market to the

nearest and biggest cities

3

2

1

42

Top 5 Market share in Philippines

Philippines outlook

Top 5 brands in Skin Care Top 5 brands in Facial Moisturizers

1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44

Revenue from sales in 1H18

Product Group

Distribution Channels

2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25

Traditional Trade and Distribution Partner

40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22

Profitability in 2Q18

190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18

Gross Profit Gross Margin

37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18

EBITDA EBITDA Margin

28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18

Net Profit NP Margin

EBITDA Net Profit

Unit Million baht Unit Million baht

32

3-year target

32

72

3-year target68 ndash 72

Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC

Investor Relations Department

Tel +662-917-3055 Ext808

Fax +662-917-3054

Email irdodaydreamcom

Website wwwdodaydreamcom

Contact person

Ms Chanoknan Thiemrat (Investor Relations)

Email Chanoknantdodaydreamcom

Company satisfaction survey

The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation

of an offer or invitation to purchase any securities of Do Day Dream Public Company Limited (the ldquoCompanyrdquo) in Thailand the United States or

any other jurisdiction This presentation should not nor should anything contained in it form the basis of or be relied upon in any connection with

any contract or commitment whatsoever This presentation is confidential and is intended only for the exclusive use of the recipients thereof and

may not be reproduced (in whole or in part) retransmitted summarized or distributed by them to any other persons without the Companyrsquos prior

written permission

This presentation may contain forward-looking statements that involve risks and uncertainties Forward-looking statements are based on certain

assumptions and expectations of future events Actual future performance outcomes and results may differ materially from those expressed in

forward-looking statements as a result of a number of risks uncertainties and assumptions Although the Company believes that such forward-

looking statements are based on reasonable assumptions it can give no assurance that such expectations will be met

Representative examples of factors that could affect the accuracy of forward-looking statements include (without limitation) fluctuations in in

regulations relating to the Companyrsquos business general economic political and business conditions global and regional health and security

conditions the Companyrsquos ability to finance and complete new projects on schedule liability for remedial actions under environmental regulations

and other factors beyond the Companyrsquos control You are cautioned not to place undue reliance on these forward-looking statements which are

based on current views of the Companyrsquos management on future events

This presentation has been prepared by the Company The information in this presentation has not been independently verified No representation

warranty express or implied is made as to and no reliance should be placed on the fairness accuracy completeness or correctness of the

information and opinions in this presentation None of the Company or any of its directors officers employees agents or advisers or any of their

respective affiliates advisers or representatives undertake to update or revise any forward-looking statements whether as a result of new

information future events or otherwise and none of them shall have any liability (in negligence or otherwise) for any loss howsoever arising from

any use of this presentation or its contents or otherwise arising in connection with this presentation

Although this document has been prepared based on the information contained in the updated draft Thai prospectus which is currently under the

consideration of the Securities and Exchange Commission of Thailand (the ldquoThai SECrdquo) it has not been and will not be registered as a prospectus

with the Thai SEC and accordingly this document may not be distributed either directly or indirectly to the public Further this document and any

materials distributed in connection with this document are not directed to or intended for distribution to or use by any person or entity that is a

citizen or resident or located in any locality state country or other jurisdiction where such distribution publication availability or use would be

contrary to law or regulation or which would require any registration or licensing within such jurisdiction

Any decision to purchase or subscribe for securities in the Company should be made solely on the basis of information contained in the prospectus

to be published in respect of the offering and no reliance should be placed on any information other than that contained in the prospectus

DISCLAIMER

3

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

4

2012-2010






of THB 100 each

2013




FILTRATE MOISTURE

FACIAL CREAMrdquo









2014




care product




Cambodia



business expansion

2015


Plus Co Ltd to be


distribution arm


products of NAMU

LIFE SNAILWHITE

and expanded into

sunscreen and

cleansing products


factory located in

Rojana Industrial

Park and started to

renovate new plant

2016


products of NAMU

LIFE SNAILWHITE

and expanded into

body cleansing








focusing on

international

expansion

2017


products of NAMU

LIFE SNAILWHITE in


body care


small size products

(Sachet) selling

through leading

convenience stores




Dream Co Ltd to be



CHINA

HONG KONG


5





Beauty industry

We create healthy














6



DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL


DO DAY DREAM




100

Investment arm for

overseas businesses


100


NAMU LIFE PLUS

100


DO INFINITE DREAM

100


DREAM DERMATOLOGY

95


overseas business

POTENTIAL PARTNERS

51

7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




3

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

4

2012-2010






of THB 100 each

2013




FILTRATE MOISTURE

FACIAL CREAMrdquo









2014




care product




Cambodia



business expansion

2015


Plus Co Ltd to be


distribution arm


products of NAMU

LIFE SNAILWHITE

and expanded into

sunscreen and

cleansing products


factory located in

Rojana Industrial

Park and started to

renovate new plant

2016


products of NAMU

LIFE SNAILWHITE

and expanded into

body cleansing








focusing on

international

expansion

2017


products of NAMU

LIFE SNAILWHITE in


body care


small size products

(Sachet) selling

through leading

convenience stores




Dream Co Ltd to be



CHINA

HONG KONG


5





Beauty industry

We create healthy














6



DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL


DO DAY DREAM




100

Investment arm for

overseas businesses


100


NAMU LIFE PLUS

100


DO INFINITE DREAM

100


DREAM DERMATOLOGY

95


overseas business

POTENTIAL PARTNERS

51

7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




4

2012-2010






of THB 100 each

2013




FILTRATE MOISTURE

FACIAL CREAMrdquo









2014




care product




Cambodia



business expansion

2015


Plus Co Ltd to be


distribution arm


products of NAMU

LIFE SNAILWHITE

and expanded into

sunscreen and

cleansing products


factory located in

Rojana Industrial

Park and started to

renovate new plant

2016


products of NAMU

LIFE SNAILWHITE

and expanded into

body cleansing








focusing on

international

expansion

2017


products of NAMU

LIFE SNAILWHITE in


body care


small size products

(Sachet) selling

through leading

convenience stores




Dream Co Ltd to be



CHINA

HONG KONG


5





Beauty industry

We create healthy














6



DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL


DO DAY DREAM




100

Investment arm for

overseas businesses


100


NAMU LIFE PLUS

100


DO INFINITE DREAM

100


DREAM DERMATOLOGY

95


overseas business

POTENTIAL PARTNERS

51

7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




5





Beauty industry

We create healthy














6



DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL


DO DAY DREAM




100

Investment arm for

overseas businesses


100


NAMU LIFE PLUS

100


DO INFINITE DREAM

100


DREAM DERMATOLOGY

95


overseas business

POTENTIAL PARTNERS

51

7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




6



DDD KCA Corporation

THAILAND

SINGAPORE

INTERNATIONAL


DO DAY DREAM




100

Investment arm for

overseas businesses


100


NAMU LIFE PLUS

100


DO INFINITE DREAM

100


DREAM DERMATOLOGY

95


overseas business

POTENTIAL PARTNERS

51

7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




7


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

SUNSCREEN

4

BODY

CLEANSING

5

GIFTSET

6

Facial

Cream

SYN-AKE

MIST


Cream


Cream


Mask

7 Days Mask

Sheet

Gold Facial

Cream

Body

Booster

Body Booster

SPF 30PA+++


Toner

Namu Facial

Jelly Wash

Sunscreen Sunscreen

CC

Creme Body Wash

19 Products41 SKUs

As of 30 June 2018

8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




8


FACIAL

SKIN CARE

1

BODY CARE

2

FACIAL

CLEASNING

3

BODY

CLEANSING

4

Facial Acne

Lotion

Anti-Melasma

Cream

Body Acne

Spray

Liquid

Cleanser

Body Wash

pH55

Sulfur Soap

5

GIFTSET

6 Products12 SKUs

As of 30 June 2018

9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




9

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




10


2017 THB 42 billion

Growth 8

Market Share

Q2rsquo17 4

Q2rsquo18 5

No 7in Thailand




No 5in Supermarket

Hypermarket

Market Share

Q2rsquo17 4

Q2rsquo18 4


No 4in Convenience

Stores

Market Share

Q2rsquo17 2

Q2rsquo18 8

Convenience Stores


11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




11


28

8

14

9

11

7

10

0

68

37

55

37

23

16

26

3

14

3

12

1

97

77

52

45

37

35

12

LOreal(Thailand)

Procter ampGamble

(Thailand)



OtherManufacturer


Consumer

SKUs

Q217

Q218

Market Share ()



hellip


SKUs among the top


for expanding wider

range of products

40Growth

12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




12



No 4Market share in

Modern Trade




2Q 2018











No 8Market share in

Modern Trade

No 5Market share in

Modern Trade


13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




13

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




14


Penetrating through









Expansion into


Vibrant opportunity

in Chinese market3








Channels

15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




15


No Branch Status







5 King Power Phuket








31200000






16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




16


Source King Power



19

2

17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




17


Products

Channels

18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




18






duplication

19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




19






duplication





new customers

20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




20


DO DAY DREAM

Untapped Market

Untapped Market

Untapped Market

New Market


New Brand





Target customer

Lower premium mass





21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




21














duplication





new customers

22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




22





-15

662

46

Growth

-34

247

2016 2017 2018

No of 31-45 Baht

SKUs in each period

2018 54

2017 43

2016 28

1392 1202

15

Growth23892353

2499

Unit Million baht

53

35

10

2

44

34

17

4

39

31

20

8

23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




23



24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




24






customer confusion









duplication













new customers

25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




25


Products

Channels

26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




26


85

Growth

-655

Growth

402

Growth

-435

Growth


Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

2Q17 2Q18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth



27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




27




with Sino-Pacific



within 3Q 2018

28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




28





certain region








with Sino-Pacific



within 3Q 2018

29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




29



Million people


Central 227 57

Bangkok 57 14

Chonburi 16 04

Samuthprakarn 13 03

Northern 121 29

Chiangmai 17 42

Chiangrai 13 03

Nakhonsawan 11 03

Southern 94 25


Songkhla 14 04

Suratthani 10 03

Northeastern 220 57



Khonkaen 18 05

Top priority


30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




30


31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




31


32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




32

















75

Gm 24 91 47 40


Market Share

Q218 Open

Trade

Distribution

Q218

Convenience

Distribution

Q218 Open

Trade


Market Share

Q218

Convenience

33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




33













tourists




certain region








with Sino-Pacific



within 3Q 2018

34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




34


35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




35


Expectation of

inbound tourists

in 2018


China 28


Laos Japan India


Myanmar Other


Expectation of

inbound Chinese

tourists in 2018



Target customer










bloggersinfluencers

36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




36











reliance on china



within 3Q 2018





Thailand







base




certain region








with Sino-Pacific



within 3Q 2018












tourists

37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




37


CHINA

CHINA





PHILIPPINES

PHILIPPINES





INDONESIA

INDONESIA




skin benefits


38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




38

China outlook

Products with CFDA

Online


CHINA

Not required CFDA

Mainstream

online platform

Required CFDA










transaction

Offline

Required CFDA


distributors

ALREADY

ENTERED





channels which the



commerce alone



e-commerce

NEWNAMU LIFE

SNAILWHITE

SYN-AKE MIST

Q3 2018

NAMU LIFE

SNAILWHITE

WHIPP SOAP

Q1 2018

NAMU LIFE

SNAILWHITE

CLEANSING

Q1 2018

NAMU LIFE

SNAILWHITE

FACIAL CREAM

Q1 2018

39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




39

Philippines outlook


40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




40

FB RealKrisAquino

1200000+ FollowersX

IG Krisaquino

3500000+ FollowersX


1600000+ FollowersX

Youtube TheAquinos





41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




41

Philippines outlook








Facial Cream



28000 million

5

4

6


Philippines





3

2

1

42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




42


Philippines outlook


1 112 Market Share

2 85 Market Share

3 78 Market Share

4 42 Market Share

5 34 Market Share

1 257 Market Share

2 230 Market Share

3 60 Market Share

4 30 Market Share

5 21 Market Share

43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




43

TABLE OF CONTENTS


Where we are so far

2H 2018 Outlook


Appendix

44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




44


Product Group


2017 1H17 1H18

Facial Skin Care79

Body Care

2

Facial Cleansing

6

Body Cleansing

7

Sunscreen4

Others2

Facial Skin Care79

Body Care

2

Facial Cleansing

3

Body Cleansing

8

Sunscreen2

Others6

2017 1H17 1H18

Modern Trade25


40

Export35

Other0

Modern Trade37


38

Export24

Others1

Facial Skin Care77

Body Care

4

Facial Cleansing

4

Body Cleansing

8

Sunscreen4 Others

3

Modern Trade29


41

Export30

Others0

Revenue from sales

Unit Million baht

561 558

311

176

0

100

200

300

400

500

600

700

800

900

1000

1H17 1H18

Domestic Overseas

-43Growth

36

64

98

24

76

94

-159Growth

872

734

-06Growth

45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




45

24

22


190

608

862

614

512

433

636

697 704 700

2014 2015 2016 1H17 1H18


37

254

441 452

268213

84

266

355

268

305

278

2014 2015 2016 2017 1H17 1H18


28

194

335 351

20917563

203

270

208

238 229

2014 2015 2016 2017 1H17 1H18


EBITDA Net Profit


32

3-year target

32

72


Gross Profit

Unit Million baht

68


CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




CONTACT US

DO DAY DREAM PLC


Tel +662-917-3055 Ext808

Fax +662-917-3054



Contact person




Introduction to Do Day...

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