Merle%20A.%20Hinrichs,

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Investor Presentation September 6, 2006
Online ? Magazines ? Trade shows ? Direct online
sales
(NASDAQ-GS GSOL)

• Merle A. Hinrichs,
• Chairman and CEO, Global Sources

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Safe Harbor

• This presentation contains forward-looking
  statements within the meaning of Section 27-A of
  the Securities Act of 1933, as amended and
  Section 21-E of the Securities Exchange Act of
  1934, as amended. The company's actual results
  could differ materially from those set forth in
  the forward-looking statements as a result of the
  risks associated with the company's business,
  changes in general economic conditions, and
  changes in the assumptions used in making such
  forward-looking statements.

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Market Overview
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sales
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The Global Trade Opportunity
World Manufactures Exports vs. World GDP Growth
(1950100)

• Since the 70s growth in world trade has far
  exceeded growth in global GDP and the trend
  accelerated around 1995
• Export economies (i.e. Taiwan, Japan and Korea)
  continued growing despite recessions or
  corrections in their domestic economies

Source 1950-2004, WTO 2005-2010 projections
from Economist Intelligence Unit.
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China and Global Trade
China Trade 2003-2007

• Chinas imports, exports and its domestic economy
  are expected to continue growing strongly
• In line with historical global trends, China
  exports should remain healthy regardless of
  corrections in their domestic economy

Source EIU (2005-2007 are estimates) Note
GDP C I G (X-M) C Consumer Spending, I
Investment, G Government Spending, X
Exports, M Imports
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What We Do
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Greater China to the World
Product Shipments

• VERTICAL MARKETS
• Auto Parts Accessories
• Baby Childrens Products
• Computer Products
• Consumer Electronics
• Electronic Components
• Fashion Accessories
• Garments Textiles
• Gifts Home Products
• Hardware DIY
• Security Products
• Telecom Products

Community 530,318 active buyers (certified with
EY) Key Driver Active and professional buyers
that import and outsource in volume
Community 130,000 suppliers Key Driver
Suppliers with quality of product and ability to
export
RFI Generation 7.0 million to suppliers through
Global Sources Online alone for 12 months ending
June 30, 2006
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World to Greater China

• VERTICAL MARKETS
• Electronic Engineering
• Electronic Design
• Electronics Manufacturing
• Management

Product Shipments Services
Community More than 1 million users/readers
including BPA audited subscribers and registered
online users Key Drivers Need and demand for
imported products
Community Manufacturers of semiconductors and
electronics equipment -- plus luxury consumer
brands Key Drivers Companies want to penetrate
the China market
EE Times China is the market leader. Combined
with two related titles, total circulation
125,000 with some 250,000 registered online
users.
Chief Executive China is the market leader with a
circulation of 180,000 and 700,000 registered
online users.
IIC-China is Chinas biggest semiconductor show.
Held annually in three locations, in 2006 there
were 27,181 attendees and 822 booths including 12
of the worlds top 15 makers as exhibitors.
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Global Multimedia B2B
Cross marketing
Cross marketing
Online
Proprietary Database
Trade shows
Trade publications
Cross marketing
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Proprietary Database

• 215,732 product images online
• 530,318 active professional buyers
• 1.9 million Requests for Information (RFIs)
  April-June 2006
• 29.5 million GSOL online user sessions July 05 -
  June 06
• 130,000 quality suppliers with product and
  ability to export
• Information delivered annually on 1.8 million
  products from 130,000 suppliers via trade show,
  online, magazine, and research reports

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Extensive Sales Organization

• Extensive sales network with 54 offices
  worldwide, including 44 locations in mainland
  China
• Approximately 900 full-time sales representatives
  in Greater China
• Approximately 60,000 supplier visits per month
  helps insure accurate and up-to-date information
  in the Global Sources database

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New Initiatives
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New Initiatives

• Baby Childrens Products new vertical
  launched 2006
• Global Sources Direct.com for direct online
  sales of wholesale lots
• China Sourcing Reports 57 scheduled for 2006
• Electronic Design-China launched March 06
• Electronics application websites cell phones,
  media players and automotive electronics
• China Sourcing Fair Dubai 2007
• Investment in HC International a leading
  Chinese-language B2B media company

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Investment in HC International

• May 2006 investment
• 10 equity for US9.9m
• Option for 35 within 12 months and, if
  exercised, the requirement to make a
  general offer
• HC International
• 2,800,000 registered online users 100,000 print
  advertisers 45,000 paid customers for Mai Mai
  Tong, an online B2B platform
• B2B portal, hc360.com vertical search
• 28 million page views per day
• 57 trade catalogues in 28 sectors
• Together
• HC Global Sources together provide 72
  industry-focused websites, 4 million suppliers
  and 950,000 buyers
• Is the largest B2B media alliance in China

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Global Sources HC B2B offering for China

• Global Sources VERTICAL MARKETS
• Electronic Engineering
• Electronic Design
• Electronics Manufacturing
• Management

• HC VERTICAL MARKETS
• Automotive - Electronics
• Home Appliances - Construction
• Textile and Apparel - Gifts/Toys
• Leisure/Beauty - Medical
• Agricultural - Machine
  Tools
• Security Products - Chemicals
• Printing and Packaging - Energy
• Metallurgical

Product Shipments Services
Community 3.9 million users/readers including
BPA audited subscribers and registered online
users. Key Drivers Exploding growth in B2B
trade in China GDP growing at 9-10 compounded
per annum
Chief Executive China is the market leader with a
circulation of 180,000 and 700,000 registered
online users.
EE Times China is the market leader. Combined
with two related titles, total circulation
125,000 with some 250,000 registered online
users.
HC websites
HC Publications
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Global Sources HC the largest B2B media
alliance in Greater China
Product Shipments
PRODUCT SHIPMENTS
Product Shipments and services
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Competitive Landscape in Greater China
Print
Online
Trade Shows
Direct Online Sales
Creative Production Services
Research Reports
Global Sources
HC International
Hong Kong Trade Development Council (TDC)
Alibaba
Kenfair

• All information relates to competition in
  English-language export advertising, except for
  HC, which is focused on the domestic
  China B2B market
• Global Sources has the most breadth and depth of
  Greater China sourcing content
• Global Sources is uniquely capable of helping
  suppliers create and deliver integrated
  marketing campaigns

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35 Years Serving Global Trade

• 1971 - Established Asian Sources magazine
• 1980 - Launched China Sources magazine
• 1985 - Launched Electronic News for China
• 1993 - Launched Technical Exhibitions
  Conferences
• 1995 - Launched Global Sources Online marketplace
  
• 2000 - Listed on NASDAQ
• 2000 - Exceeded 50 online revenue
• 2002 - China became largest market
• 2003 - Launched China Sourcing Fairs
• 2005 - Launched Global Sources Direct
• 2006 Invested in HC International, a leading
  B2B media company in China

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Experienced Team With Solid Track Record
Merle Hinrichs Chairman/CEO 35 years
Sarah Benecke Executive Director 26 years
Craig Pepples Chief Operating Officer
20 years Eddie Heng Chief Financial
Officer 13 years Spenser Au
President of Asian Sales 28 years Peter Zapf
VP E-commerce Services 16 years
Mark Saunderson President of Electronic 16
years Business Unit Bill Georgiou
Chief Information Officer 6 years
James Strachan EVP Corp Development 27
years
Average years experience with Global Sources 21
years
Years with Global Sources
15
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Investor Relations Publishing Recognition
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Financial Performance
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Early Adopter of Online Media
1997 Revenue

• Strong transition from print to online
• High percent of online
• Improving revenue diversification
• 1H 2006
• online 40.9
• print 31.1
• exhibitions 26.7
• According to Forrester, American Business
  Media members derive only 12 of total revenue
  from online

2005 Revenue
Print Services
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Strong Financial Position

• Total Assets - 195.7 M
• 137.6 M in cash and securities
• Total shareholders equity - 110.2 M
• No loans outstanding
• 18 days sales outstanding
• All figures as of June 30, 2006

Total Assets
Total Cash Securities
( in millions)
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Operating Highlights

• 2006 IIC-China show which generated 3.7
  million in revenue was held in the first
  quarter whereas, in 2005 the show was held in
  the second quarter. This negatively impacted
  revenue (which still grew 41 over the prior
  year) and net income in Q2/06.

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Growing Revenue and EPS

• 1H total revenue of 74.9 million, up 37 from
  54.5 million in 2005
• 2006 annual revenue guidance of 151-153 million,
  up 35 - 37 versus 2005

REVENUE

• Driven by exhibitions and supported by online
  and print

• 1H EPS of 0.22, up 22 from 0.18 in 2005

EPS
0.23
0.22
0.22

• Accelerating momentum after decline caused by
  2005/6 investments in exhibitions and
  conservative accounting

0.22
0.18
0.18

• 2006 EPS guidance of 0.42-0.45, up 17 - 25
  versus 2005

0.13
0.08
0.07
0.06




1 for 10 bonus share issue
3 million new share issue
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Guidance

• Q3 2006
• Revenue expected to be between 27.5 million and
  28.5 million
• 8 to 12 growth compared to Q3/2005
• EPS (diluted) expected to be between 0.08 and
  0.09
• 33 to 50 growth compared to Q3/2005
• Full Year 2006
• Revenue expected to be between 151.0 million and
  153.0 million
• 35 to 37 growth compared to full year 2005
• EPS (diluted) expected to be between 0.42 and
  0.45
• 17 to 25 growth over full year 2005

• Provided end of Q2 2006
• EPS calculations are based on the increase in
  number of shares from the 1 for 10 bonus share
  distribution, which occurred in April 2006.

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Investment Highlights

• Huge market opportunity
• Exploding growth of B2B trade with and in China
• Growing trade show revenue
• Highly adaptable and scaleable business model
• Leadership and experience
• Proven track record of end-to-end integrated
  multi-media
• Serving global trade profitably for 35 years
• Experienced management team and board
• Strong financials
• 137.6 M in cash and securities, and no debt
• Strong revenue growth and accelerating EPS

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Thank you
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