Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Advanced Info Service — Investor Day (December 2010)
10 slides from Singapore Telecommunications's investor day presentation, Dec 1, 2010
Slide 1: SingTel Regional Mobile Investor Day 2010
SingTel Regional Mobile Investor Day 2010 Advanced Info Service Plc Bangalore, g , India 1 December 2010
Slide 2: Investment highlight
Investment highlight Operation efficiency Strong FCF generation Attractive dividend EBITDA (bt‐bn) EBITDA margin (%) Special Regular 47% CAPEX FCF (EBITDA‐CAPEX) 42% 45% 40% 18% Unit: baht/share 36 34 Interim 46.5 45.9 26.5 3.0 43 7 43.7 63 6.3 38.3 17.1 12.6 9.9 6.0 6.2 5.0 6.3 6.3 2007A 2008A 2009
Slide 3: Growth strategy
Growth strategy Long‐term Long term Enlarge data revenue Secure spectrum partnership with TOT Alternatives: Build “Ecosystem” Obtain 2.1GHz Seeking concept to promote spectrum license opportunity as non‐voice i market k from regulator MVNO with TOT‐3G Introducing Provide full 3G Roaming
Slide 4: 9M10 Financial highlights
9M10 Financial highlights 9M10 FY10 Solid growth in 9M10 % YoY Economic upturn (Bt million) guidance Solid data revenue Service 64,724 7.3% 5% Strong growth in data revenue driven by revenue excl. IC Net SIM gained momentum in regional area Higher smartphone & aircard adoption Non‐voice Non
Slide 5: Non-voice revenue achieved 33% growth
Non‐voice revenue achieved 33% growth Non‐voice revenue Bt million Data subscriber grew 20%YoY, reached 6m from 5m last year due to higher smartphone penetration and built-up subscribers on Net Sim. +27% YoY Non-messaging N i portion ti grew to t 11% off +2.5% QoQ revenue from 7.6% last year as
Slide 6: Key drivers of demand for data usage
Key drivers of demand for data usage HTC Magic BB curve 8520 BB Bold 9700 Nokia N900 Samsung Galaxy S iPhone 4 Galaxy Tab May-09 Sept-09 Feb-10 Apr-10 July-10 S t 10 Sept-10 1. Higher smartphone adoption AIS continues to offer bundingg data package p g with various best‐in‐class devices namely iPh
Slide 7: Enhance revenue growth with B2B partnership
Enhance revenue growth with B2B partnership Business Partners B i Business S l ti Solutions Trend of corporate Market By size By segment Push mail Mobile Marketing > 20% Revenue growth Workforce management > 34% Data/Solutions Growth ‐Manufacturing Manufacturing Machine‐to‐machine ‐ Governme
Slide 8: Global Cost Benchmarking Y2009 reconfirmed AIS successful cost efficiency
Global Cost Benchmarking Y2009 reconfirmed AISS successful f l cost efficiency ffi i The independent global cost benchmarking by A.T Kearney compared AIS operational cost in 2009 against ~100 mobile operators worldwide showed h d that th t AIS achieved hi d the th lowest l t overallll cost*. t* Cash
Slide 9: Regulatory updates
Regulatory updates Enforced regulation Drafting regulation Mobile Number Portability (MNP) Drafting Frequency Allocation Act (FAA‐ o Now at commissioning phase establishment of new NBTC) o Expect to start on 15 Dec 2010 o The law is ppassed byy p parliament and o Porting fee at Bt99 and 3 days p
Slide 10: Disclaimers
Disclaimers “Some statements made in this presentation are forward‐looking statements which are subject to various risks and uncertainties statements, uncertainties. These include statements with respect to our corporate plans, strategies and beliefs and other statements that are not historical fact