Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Advanced Info Service — Investor Day (June 2018)
12 slides from Singapore Telecommunications's investor day presentation, Jun 13, 2018
Slide 1: Singtel Investor Day
Singtel Investor Day Advanced Info Service Plc. 13 June 2018 Ticker: ADVANC (SET) AVIFY (ADR) Add AIS IR LINE@
Slide 2: AIS: Digital Life Service Provider
AIS: Digital Life Service Provider Lead and digitally transform in Grow stronger in Partner to offer differentiated “Mobile” “Fixed broadband” “Digital service” Mobile revenue market share Subscriber market share Focused on FOUR key areas (approx.8.4mn) 27% 48% 33% 1Q18 21% 1Q18 25% 7% Mobile 39% Vi
Slide 3: Strategy toward 2020
AIS’ digital transformation toward 2020 Next Generation Next Generation Next Generation Next Generation Network Economy Xperience Team Network Function Contents and Full Service Customer Value Organization Virtualization & Enterprise Digitization Management Transformation Cloudification Segments • >
Slide 4: 1Q18 Quarterly Summary
1Q18 Quarterly Summary Service revenue improved in all segments Strategic executions (Bt mn) Service ▲6.5% YoY Expand into enterprise market revenue 34,565 ▲2.5% QoQ • Paid Bt3.4bn for 81.47% of CSL’s shares ▲3.1% YoY Mobile 31,172 ▲0.5% QoQ • Fully consolidated since Feb-18 • Incurred goodwill of B
Slide 5: FY18 Guidance (maintained)
FY18 Guidance (maintained) Item FY18 Guidance • 2% of which comes from CSL Service revenue • Increasing data usage on 4G and fixed broadband +7-8% YoY subscriber base (ex. IC) • Moderate growth in enterprise business with synergy from CSL Decline and make Sale revenue • More targeted marketing campa
Slide 6: Mobile: Drive 4G users through valued offerings
Mobile: Drive 4G users through valued offerings Business direction in 2018 4G adoption continued uptrend Key driver • Increasing 4G penetration and 4G handset penetration data usage 3G handset penetration Mobile data revenue (% to mobile revenue) • Continue to improve network and 56% 53% 50% 60% 49%
Slide 7: Mobile: Build end-to-end customer satisfaction
Mobile: Build end-to-end customer satisfaction Reinforce OMNI channel and privilege End-to-end customer engagement Increase brand perception in both online & teen segment Strong branding Partner with CH3 Zeed SIM for to co-market teenagers “Love Destiny” Product Focus on valued-product proposition d
Slide 8: FBB: Industry expanding into fibre-to-the-home
FBB: Industry expanding into fibre-to-the-home Thai fixed broadband market FBB subscriber market share Industry ARPU 39% market penetration with majority using xDSL Total est.8.4mn users Maintained at around Bt600/month Broadband users (mn) 33% ARPU (Bt/month) % household peneration 637 21% 635 38%
Slide 9: AIS Fibre continues to focus on quality customers with improved acquisition rate
AIS Fibre continues to focus on quality customers with improved acquisition rate AIS Fibre performance FBB subscriber (‘000) FBB net additions (‘000) Focus on existing ARPU (Baht/month) 50 cities, covering 637 635 618 6mn homepass 1,200 600 650 1,000 541 100 800 482 521 572 550 72 72 600 374 446 51
Slide 10: Digital services: add on variety of contents & expand further into digital money segment
Digital services: add on variety of contents & expand further into digital money segment Digital contents AIS Rabbit LINE-Pay Digital contents 2 new channels including CNN and Cartoon Network, available on AIS PLAY and PLAYBOX • On 5th March 2018 ,AIS, through mPAY, has entered into 33.33% stake (Bt
Slide 11: Enterprise: CS LOXINFO Business Integration
Enterprise: CS LOXINFO Business Integration Enterprise revenue market share 18% Bt56bn 23% ICT & Mobile enterprise 5% market in 2017 Before M&A After M&A Strengthen position in enterprise market Lower inter. bandwidth cost COST SYNERGY Asset light models Own fiber infrastructure ✓ Operate CSL’s serv
Slide 12: Contact us
Contact us IR website: http://investor.ais.co.th Email: investor@ais.co.th Tel: +662 029 5014 Disclaimers Some statements made in this material are forward-looking statements with the relevant assumptions, which are subject to various risks and uncertainties. These include statements with respect to