Sk Telecom Co., Ltd. · KRX:017670
Sk Telecom — Investor Presentation (November 2006)
18 slides from Sk Telecom's investor presentation, Nov 28, 2006
Slide 1: Investor Presentation
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Investor Presentation 28 November 2006 0
Slide 2: Disclaimer
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Disclaimer This presentation has been prepared by SK Telecom Co., Ltd. (“the Company”). This presentation is being presented solely for your informatio
Slide 3: Table of Contents
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Table of Contents Korean Wireless Market Overview SKT Overview 2006 Operating Results Growth Strategy Data Business Global Business Commitment to Share
Slide 4: Korean Wireless Market Overview
Korean Wireless Market Overview 3
Slide 5: Korean Mobile Market
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Korean Mobile Market Highly Penetrated Market but Further Growth Expected … Korean Mobile Market Trend 79.4% 82% 75.9% 67.9% 70.1% • Mostly CDMA based
Slide 6: Korea; Powerhouse of New Technology
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Korea ; Powerhouse of New Technology … Driven by Leading-Edge Technology 2.5G 3G 3.5G 4G 100M 50M 20M WiBro(SKT/KT) HSUPA 14.4M HSDPA(SKT/KTF) 3M DO Re
Slide 7: Competitive Landscape of Korean Wireless
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Competitive Landscape of Korean Wireless A Three Player Market with SKT Being the Undisputed Leader Market Share Churn Rate (‘000, %) (%, Monthly Avera
Slide 8: SKT Overview
SK telecom SKT Overview i i + : E t i | te : Sea Roses te ¢ i oe . ies es . + ae # i i < i ‘ oe : | Edis be iemtel : 4 a + Bit fC io sect + = a ia a fe: if at ss 4 i : + Hat ae ee Ee a Shit iam Sieh HH secre = ae sy tie Se = 3 oo Eeuis: eee HERE see : aie ie fefete ter foe pele ee i S Se a a : ie =
Slide 9: 2006 Operating Results
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt 2006 Operating Results On Track to Meet the Year 2006 Target 3Q 2006 2Q ’06 2006 2006E 2006E 2005 2006 Operation Review (Unit: KRW bn) (Accumulated) Gu
Slide 10: Growth Strategy
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Growth Strategy Further Growth to Come from Core & New Business Areas Data Business HSDPA WiBro Global Business Core Business Mobile US, Vietnam, & Chi
Slide 11: Data Business - Market
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Data Business - Market Growth Wireless Internet Business Market Korea Wireless Internet Market (KRW bn) 3,188 0% :6 (2,459)* AGR • Korean wireless Inte
Slide 12: Data Business - Network
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Data Business - Network Further Data growth potential from HSDPA & WiBro as Infrastructure Positioning Complimentary Services High Speed Data • Wide co
Slide 13: Data Business - Innovative Services
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Data Business - Innovative Services … And Innovative Services Offerings • Music portal site where MP3 files are downloaded through internet and mobile
Slide 14: Global Business
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Global Business Committed to Value Creation with Focus on the Current Portfolio Investment Transplant Resource & Capability of SKT Principle Local part
Slide 15: Shareholder Return
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Shareholder Return Solid Track Record in shareholder Return Trend of Dividend Payout Ratio / Share Buyback 2 1 3 40% 35% 25% 21% 10% 5% 2001 2002 2003
Slide 16: Investment Highlights
- SK telecom Yui Investment Highlights
Slide 17: Investment Highlights
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt Investment Highlights • Solid Fundamentals • Significant Data Growth Potential • Value Creation from Global Portfolio • Commitment to Shareholders 16
Slide 18: Thank You
kimlia [printed: August 2, 2006 10:13 PM] [saved: August 3, 2006 12:22 AM] S:\general\group\SK\SKTELECO\2006\NDR_Aug\SKT_NDR Presentation_AUG V4.ppt THANK YOU 17