Far EasTone Telecommunications Co., Ltd. · TWSE:4904
Far EasTone Telecommunications — Q3 2007 Earnings Presentation
13 slides from Far EasTone Telecommunications's earnings presentation, Nov 29, 2007
Slide 1: 2007 3Q Investor Update
4904 (TWSE) 2007 3Q Investor Update Jan Nilsson Vice Chairman November 29, 2007 4:00pm Disclaimer This presentation contains forward-looking statements. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our control. Actual results may diff
Slide 2: Taiwan Wireless Market Overview
Agenda I. Market Overview II. 2007 Q3 Business Update III. 2007 Q3 Performance IV. 2007 Q4 Initiatives and Forecast V. Management Highlight 3 Taiwan Wireless Market Overview On Nov 8, NCC proposed to lower capital threshold for New fixed line operator: $6.4bn (from $16bn) Existing fixed line operato
Slide 3: Wireless Home Broadband Solution: FET Big Broadband
Agenda I. Market Overview II. 2007 Q3 Business Update III. 2007 Q3 Performance IV. 2007 Q4 Initiatives and Forecast V. Management Highlight 5 Wireless Home Broadband Solution “FET Big Broadband” Broadband” Update Wireless Internet Access All PSTN Calls 1st for Multiple Users 10 Minutes Free 1 Number
Slide 4: Car Portal and M-Taiwan Project
Car Portal Entering into Transportation Space Car Terminal – More than a Navigator!! “GPS Info Go” Go” To address consumer needs of Car TV individual life space with relevant Navigation product and better aligned product marketing All- All-in- in-one function with GPS, GPS, Communication, Communicat
Slide 5: WiMAX Strategy and Status Update
WiMAX Strategy A Full Scope Wireless Multimedia Operator Speed WiMAX Conference On-line Game IPTV 3G WiFi Mobile SNG E-Learning P2P 2.5G Video Multimedia 2G Call Download WAP SMS Voice Voice Text Image Video Multimedia Video Data Rate Graphic Streaming 9 WiMAX Status Update Network Treat WiMAX as Da
Slide 6: Business Update: Prepaid MVNO and Awards
Business Update Prepaid MVNO Have cautiously trial launched in 84 7- 7-Eleven stores starting from central Taiwan Expanded to 738 stores in November Will implement over 4500 stores island- island-wide in 2008 11 Business Update Awards FET has committed to social responsibility in areas of environmen
Slide 7: Operational Performance: Regaining the Momentum
Agenda I. Market Overview II. 2007 Q3 Business Update III. 2007 Q3 Performance IV. 2007 Q4 Initiatives and Forecast V. Management Highlight 13 Operational Performance Regaining the Momentum Improving Improving Postpaid Postpaid GA GA Market Market Share Share Total Total Mobile Mobile Subscriber Sub
Slide 8: Data Performance
Data Performance Leading Data Usage and Increasing Usage 2007 2007 1-3Q 1-3Q Data Data Revenue Revenue Share Share FET FET Packet Packet Data Data Usage Usage #2: CHT: #3: TWM: 32% 29% (bn bytes) 99,831 100,000 80,000 73,733 #1: FET dominates 60,000 51,167 39% of data rev mkt share 2007 40,000 2007
Slide 9: Consolidated Financial Achievement
Consolidated Financial Achievement 2007 Q3 Actual vs. 2007 Q3 Forecast Item 2007 Q3 2007 Q2 2007 Q3 Achieve- QoQ% Unit: NT$ Million, except for EPS Actual Actual Forecast ment % Service Revenue 14,899 14,605 +2.0% 15,241 98% EBITDA 6,841 6,954 -1.6% 6,920 99% Service EBITDA Margin % 47.2% 48.9% ─ 47
Slide 10: 2007 Q4 Initiatives
Agenda I. Market Overview II. 2007 Q3 Business Update III. 2007 Q3 Performance IV. 2007 Q4 Initiatives and Forecast V. Management Highlight 19 2007 Q4 Initiatives With CONEXUS Mobile Alliance launching Asia’s first-ever pay-per-day data roaming flat-rate tariff plan and a host of member privileges O
Slide 11: 2007 Q4 Consolidated Financial Forecast
2007 Q4 Consolidated Financial Forecast 2007 Q4 Forecast vs. 2007 Q3 Actual Item 2007 Q4 2007 Q3 QoQ % Unit: NT$ Million, except for EPS Forecast Actual Service Revenue 14,910 14,899 + 0.1% EBITDA 6,712 6,841 - 1.9% Service EBITDA Margin % 46.5% 47.2% ─ Pre-tax Income 3,557 3,699 - 3.8% EPS(1) $0.74
Slide 12: Management Highlight
Management Highlight Key Massage FET added to MSCI Taiwan Index effective Dec 2007 Core business continue to be improving Working on integration towards future synergy Continue to focus on new service development with leading position Continue to strive for optimizing capital structure to enhance sh
Slide 13: Q & A
Q&A For Further Information: Websites Email http://corporate.fetnet.net http://corporate.fetnet.net Investor Investor Relations Relations http://www.fetnet.net http://www.fetnet.net IR@fareastone.com.tw IR@fareastone.com.tw 25
Far Eastone Telecommunications — Q3 2007 Earnings Presentation on 6ix