Mobile Based
Main Business
New Area
Servicing Business
11 AUG 2021
OPPORTUNITY DAYCom7 Public Company Limited
4 Business Unit
2
iCare, True by Comseven
Service
Commercial, Education
B2B
Banana , Studio7, BKK,
Kingkong phone, etc.
Retail
bnn.in.th
Online
Revenue and Profit
3
Quarterly Performance
15% 0%
49%
Q2’18
Revenue
Q2’19 Q2’20 Q2’21
6,756 7,7697,774
11,562
36% -7%
114%
Q2’18 Q2’19 Q2’20 Q2’21
216 294 275
587Net Profit
0
3,250
6,500
9,750
13,000
0
120
240
360
480
600
Q1' 2019 Q2'2019 Q3'2019 Q4'2019 Q1' 2020 Q2'2020 Q3'2020 Q4'2020 Q1' 2021 Q2' 2021
-20%
0%
Sale Contribution & Growth
4
By Category
Smartphone
Tablet
Accessories
IT Product
Others
Q2’ 20205%
18%
45%
21%
11%
Others
49%
IT Product
11%
Smartphone
+65% 28% 78%
Tablet Accessories
Smartphone
Tablet
Accessories
IT Product
Others
Q2’ 20215%
13%
50%
18%
14%
Smartphone5g VS 4G Price VS Spec, and
Average SRP
Gaming
WFH Effect, Gaming industry, and
Customer insight
5G VS 4G
7
Down to Earth
4%
10%
32%
45%
17%
Q3’ 2020
Q4’ 2020
Q1’ 2021
Q2’ 2021
5%
17%
41%
50%
Trend of Average Suggested Retail Price(SRP) for Smartphone
2020-2021
Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021
+13%
Smartphone5g VS 4G Price VS Spec, and
Average SRP
Gaming
WFH Effect, Gaming industry, and
Customer insight
Sale Contribution & Growth
10
By Category
Smartphone
Tablet
Accessories
IT Product
Others
Q2’ 20205%
18%
45%
21%
11%
Others
49%
IT Product
11%
Smartphone
+65% 28% 78%
Tablet Accessories
Smartphone
Tablet
Accessories
IT Product
Others
Q2’ 20215%
13%
50%
18%
14%
3 Main Category
11
Catch on IT Train
Ram, CPU, Mainboard, Harddisk. Monitor, Cooler, Cases, etc.
Thin -Light Notebook , Gaming Notebook,
2-in-1 Notebook
NotebookDIY
Acer, Dell, HP, Asus, Lenovo
Desktop & Tower
11%
Plan for EQUIP
12
Customer Migration after Lockdown
2021 May June JulySmartphone 1% 1% 6%
Tablet 3% 6% 11%
Notebook 5% 6% 21%
DIY 26% 31% 60%
DIY Customer Insight
13
DIY your Own DIY Set Brand PC
Flexibility Hi Med Low
Warranty & Service Low Med Hi
Compatibility Low Med Hi
ASUS ROG Strix GA15 SRP 74,990
Soldout 14d
Dell G5 Gaming SRP 29,990-59,990
Soldout 7dComing Soon
5%
10%
30%55%
Gamer
Graphic Design
Trader
Streamer
3 Main Category
14
Catch on IT Train
Ram, CPU, Mainboard, Harddisk. Monitor, Cooler, Cases, etc.
Thin -Light Notebook , Gaming Notebook,
2-in-1 Notebook
NotebookDIY
Acer, Dell, HP, Asus, Lenovo
Desktop & Tower
Affordability ProgramUfund, True Loan, Lower Purchasing
Power due to Pandemic
Partnership & CollaborationBig C,True, Xiaomi, Huawei,
Imoo, and Realme
July 20 Aug 20 Sep 20 Oct 20 NOV 20 DEC 20 JAN 21 FEB 21 MAR 21 APR 21
Monthly Performance
18
2%6%
14% 13%13%25% 21% 29%
46%49%
iPhone : 51%iPad : 43%Mac : 6%
Affordability ProgramUfund, True Loan, Lower Purchasing
Power due to Pandemic
Partnership & CollaborationBig C,True, Xiaomi, Huawei,
Imoo, and Realme
45 Branches
Aomyai Onnut Rajdamri Itsarapap Rama 4 Huamark Suwintawong Pattani Ubon
Udon Chiangmai Pattaya Rangsit klong 3 Futurepark Phetchkasem Lopburi Roiet Phuket
Angthong Tiwanon Chiangrai Kalasin Chonburi Samutsongkram Nakornpathom Buriram Mukdaharn
sainoi Kranuan Patong Phetburi Phare Nan Samuthprakarn Suratthani Banbeung
Nakornsawan Kanchanaburi Trang Bandung Suphanburi Chumporn Samrong Navanakorn Rayong
X
Our Store : Coverage
29%
BKK+Perimeter
15% South
11% North
North E.
13% East
16% Centr
al
32%
Franchise
3%17%
75 Of 77 Region
186 Ampher (Up country)
25% BKK +
AS of Q1-21
Upcountry
20%
Franchise
936
468 137
91 12
122106
+25
AS of Q2-2175 Of 77 Region
Franchise
178 58
19 1
46104
48 Of 77 Region
416
O N L I N E
COVID - 1 COVID - 2 COVID - 3.1 COVID - 3.2
MOM +698% MOM-2% YOY +216%
MOM+82% YOY +324%
(full month)2021 May June July
Smartphone 1% 1% 6%
Tablet 3% 6% 11%
Notebook 5% 6% 21%
DIY 26% 31% 60%
POP UP STORE
1 store @HQ 1 Store @ Mahachai 1HQ + XX Popup
COVID-1 COVID-2 COVID-3 (1&2)
*** as of 5 Aug 21
Pop Up Stores
53
Speed
Week
29 Provinces were
shutting down
Week
13 provinces were
shutting down
Week
Covering Back all
Provinces
Week
Finished up the work
Start
3 Stores
8 Stores
27 Stores 19 Stores
57 Stores
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