Globe Telecom Inc. · PSE:GLO
Globe Telecom — Investor Day (June 2018)
12 slides from Globe Telecom's investor day presentation, Jun 13, 2018
Slide 1: Singtel Investor Day
Singtel Investor Day 13 June 2018 | The St. Regis Singapore
Slide 2: Key Investment Thesis
Key Investment Thesis As the Filipinos’ preferred brand for digital lifestyles, Globe is reaping the benefits of the robust growth in data services Fixed broadband provides new catalysts for growth, given low penetration and growing demand for home broadband Expanding avenues of growth through prude
Slide 3: Globe reaping benefits of robust growth in data services
As the Filipinos’ preferred brand for digital lifestyles, Globe is reaping the benefits of the robust growth in data services Globe is the preferred brand for the Filipino’s digital lifestyle choices, recording solid growth in all data-related categories Mobile Data Revenues Home Broadband Revenues
Slide 4: New innovations and partnerships for data users
As the Filipinos’ preferred brand for digital lifestyles, Globe is reaping the benefits of the robust growth in data services We bring new innovations and partnerships to remain relevant to data users, being the preferred mobile brand for data services ENTERTAINMENT MUSIC SOCIAL NETWORKING Spotify U
Slide 5: Superior data experience through continuous network investments
As the Filipinos’ preferred brand for digital lifestyles, Globe is reaping the benefits of the robust growth in data services We provide superior data experience to our customers through continuous investments in our data network Globe launches WiFi service in Fast-tracking the roll-out of LTE servi
Slide 6: Fixed broadband provides new catalysts for growth
Fixed broadband provides new catalysts for growth, given low penetration and growing demand for home broadband To meet sustained demand for connectivity, broadband presents a unique opportunity for near-term growth, to be enabled by further CAPEX investments Low penetration rates present opportuniti
Slide 7: Expanding into adjacencies: Financial Services and Telehealth
Expanding avenues of growth through prudent investments into adjacencies in the digital space Evolving from traditional telco services, we are establishing the building blocks in adjacent spaces to ensure continued growth in the world of data Financial Services Telehealth • Mynt is Globe’s Fintech s
Slide 8: Digital and Mobile Advertising; Business Incubation / Venture Capital
Expanding avenues of growth through prudent investments into adjacencies in the digital space Evolving from traditional telco services, we are establishing the building blocks in adjacent spaces to ensure continued growth in the world of data Digital and Mobile Advertising • AdSpark‘s mission: To ac
Slide 9: Consolidated Financial Highlights
Remaining focused towards creating greater corporate value via efficient capital management Consolidated Financial Highlights * OPEX & Subsidy includes interconnect expenses ** Core NIAT excludes forex, mark-to-market gains and losses, and non-recurring items *** Beginning 2018, Globe adopted PFRS 9
Slide 10: Gross debt at Php127.9 Billion, within covenant ratios
Remaining focused towards creating greater corporate value via efficient capital management Gross debt at Php127.9 Billion, remains within covenant ratios CAPEX 42.5 Gross Debt 36.7 131,529 127,850 32.1 105,729 2016 2017 3M18 6.6 Gross Debt/Equity 2015 2016 2017 3M18 Covenant = 2.5:1 1.98 Historical
Slide 11: Cash Dividends: Sustained commitment to delivering value
Remaining focused towards creating greater corporate value via efficient capital management Cash Dividends: Sustained commitment to delivering value to our shareholders Dividends Paid 2Q18 Dividend: Key Information (in Php Mn) Cash Dividend per 11,682 12,092 12,095 Php 22.75 9,953 11,017 Common Shar
Slide 12: Disclaimer
Disclaimer This presentation contains certain forward-looking statements. These forward-looking statements generally can be identified by the use of statements that include words or phrases such as Globe or its management “believes,” “expects,” “anticipates,” “intends,” “plans,” “foresees,” or other