Sk Telecom Co., Ltd. · KRX:017670
Sk Telecom — Investor Presentation (July 2009)
17 slides from Sk Telecom's investor presentation, July 2009
Slide 1: Investor Presentation
Investor Presentation July 2009
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by SK Telecom Co., Ltd. (“the Company”). This presentation is being presented solely for your information and is subject to change without notice. No representation or warranty, expressed or implied, is made and no reliance should be placed on the accur
Slide 3: Contents
Contents 1. Industry Overview 2. Financial Results 3. Growth Strategy 4. Shareholder Return 3
Slide 4: 1. Industry Overview
e Industry Overview Up SK telecom
Slide 5: Overview of Korean Wireless Market
Overview of Korean Wireless Market Despite the maturing market, wireless market has experienced steady growth Mobile Telecommunications Market Trend Wireless Market: Total Revenue (Units: Million, %) (Units: KRW Bn) 21,091 20,107 93.8% 95.1% 96.7% 18,825 89.8% 17,844 83.2% 16,578 79.4% 75.9% 15,45
Slide 6: Competitive Landscape
Competitive Landscape SK Telecom continues to demonstrate undisputed market leadership Market Share by Subscribers Revenue (Units: 000s, %) (Units: KRW Bn) 2008 2Q09 LGT 11,675 18.1% 8,527 SKT 23,831 50.6% 5,984 (1) 3,432 (1) 14,713 3,068 KT (KTF) (2) 31.3% 900 SKT KT (KTF) LGT Source: Company Dat
Slide 7: New Competitive Dynamics
New Competitive Dynamics Convergence within the telecom industry is creating a new competitive dynamics 23,831 (Number of Subscriber: 000s) 3,749 1,712 775 Fixed Mobile Broad IPTV line band 8,527 19,057 14,713 6,738 2,397 355 188 724 Fixed Mobile Broad IPTV Fixed Mobile Broad IPTV line band line b
Slide 8: 2. Financial Results
(2. Financial Results Up SK telecom
Slide 9: Financial Results – 2Q 2009
Financial Results – 2Q 2009 2Q 2009 1Q 2009 Q-o-Q (%) 2Q 2008 Y-o-Y (%) (KRW Bn) Revenue 3,068 2,876 6.7% 2,931 4.7% Marketing Expense 949 661 43.6% 876 8.3% (Ratio to Revenue) (30.9%) (23.0%) (8.0%p) (29.9%) (1.0%p) Operating Income 553 564 △1.9% 533 3.8% EBITDA 1,012 997 1.5% 969 4.5% Net Income 3
Slide 10: 3. Growth Strategy
Up SK telecom (3. Growth Strategy 10
Slide 11: Growth Strategy Overview
Growth Strategy Overview SK Telecom strives to strengthen core business area for long-term survival, and continue to explore business opportunities in enterprise and global markets with Information and Communication Technology leadership Market Enterprise & Global “Global ICT “Horizontal Leader”
Slide 12: Business to Business: Expand into New Market
Business to Business Expand into New Market SK Telecom will create future growth from new enterprise market by improving the productivity of diverse industries with value added solution The future growth opportunity in the saturated retail market is limited By leveraging ICT capability, SKT wi
Slide 13: Global Business
Global Business Globalization on the back of technology and operational expertise, well-established business platform and innovative service Vision and Strategy “Global ICT Leader” Create diverse business opportunities based on ICT in major markets as well as the existing operations SKT will m
Slide 14: Convergence and Internet
Convergence and Internet Expanding spectrum of innovative wireless data and convergence services and businesses targeting both domestic and global markets On and Off-line USIM On-line Marketplace Based Payment System Finance Mobile Commerce Gift-Giving Option Convergence Telematics On-line / O
Slide 15: 4. Shareholder Return
Up SK telecom (4. Shareholder Return 15
Slide 16: Shareholder Return
Shareholder Return Shareholder return is one of the most important values of SK Telecom’s management Cash dividend amount is expected to be KRW similar to 2008 KRW 9,400 40% Stock buyback 35% 8,000 has not been 21% 25% decided 10% 2002 2003 2004 2005 2006 2007 2008 2009 Payout ratio DPS Cash D
Slide 17: Thank You
THANK YOUI!! We SK telecom