Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (July 2011)
13 slides from Singapore Telecommunications's investor day presentation, Jul 11, 2011
Slide 1: SingTel Investor Day: Regional Mobile Associates
SingTel Investor Day: Regional Mobile Associates 11 July 2011 Hui Weng Cheong CEO (International)
Slide 2: SingTel: Pan-Asia & Africa operations covering more than 2 billion population
SingTel: Pan-Asia & Africa operations covering more than 2 billion population #4 in Pakistan 30% #5 in Bangladesh 45% #1 in Thailand #1 in India 21% 32% 4 6 #2 in Philippines 2 3 5 47% 1 11 12 78 9 Africa 13 16 Shareholding 10 14 by Airtel 15 #1 in Singapore 100% 1.Sierra Leone 100% 9.DR Congo 98.5%
Slide 3: Operational updates
Operational updates
Slide 4: Airtel India – Making strides into new services
Airtel India – Making strides into new services Launch of 3G services • 9 circles & 43 cities @ early May 2011 • Gateway to innovative services like Mobile TV, video calls & HD gaming • Cheaper handset prices expected to spur 3G take-up Direct-to-home (DTH) • 5.7m subs1 and growing • Consolidating e
Slide 5: Airtel Africa – Another platform for growth
Airtel Africa – Another platform for growth Airtel has been gaining market revenue share and traction in Africa What have been done so far • Tariff adjustments • Launch of new brand identify across Africa • Tie ups with handset vendors • Outsource with strategic partners for IT / Network / C t Custo
Slide 6: Telkomsel – Stable competitive outlook, growth fueled by increase in data and smartphone usage
Telkomsel – Stable competitive outlook, growth fueled by increase in data and smartphone usage Competition moving away from intense price reductions for traditional voice and SMS business Data business will be the next revenue growth engine in a nearly saturated Indonesian market • 3G coverage will
Slide 7: Globe – Improved market share despite strong competition and changing competitive landscape
Globe – Improved market share despite strong competition and changing competitive landscape Sustained growth despite proliferation of unlimited offers and high multi-SIM incidences • Revitalize Globe Prepaid through aggressive “all-network” call & text offers, and IDD services • First-in-market: Cus
Slide 8: AIS - Healthy revenue growth supported by data adoption and strong voice usage
AIS - Healthy revenue growth supported by data adoption and strong voice usage Strong mobile data revenue growth (expected to grow 25-30% yoy) Key drivers of mobile data: • Higher smartphone / dongle adoption as well as lower price of handset • Growing social network access & usage e.g. Facebook, Tw
Slide 9: Financial Position & Investment Strategy
Financial Position & Investment Strategy
Slide 10: Regional Mobile: generating steady cash flows
Regional Mobile: generating steady cash flows Cash dividends received S$1.1b 5-year cumulative dividends3 S$4.5bn from associates in FY111 1,095 +27% 17 Bharti Due to weaker regional 2 2,487 currencies 861 Regional Mobile Associattes ($m) 298 2,291 2,111 d from 18 AIS (excl. Africa) 1,984 , 1,958 ,
Slide 11: Investment Strategy
Investment Strategy • Meaningful stakes in large, underpenetrated markets Long-term and where we can value-add strategic partners to • Board representation, ability to appoint SingTel grow the secondees at management level, and shareholder and business governance rights • Work with strong local part
Slide 12: FY2012 Strategic Focus
FY2012 Strategic Focus • Build associates’ capabilities to capture mobile Strategic broadband growth in emerging markets focus • Harness ideas from Group innovation efforts on Digital Lifestyle products and services. • Continue to review investment opportunities in communications and adjacent busine
Slide 13: Asia's Leading Communications Company
Asia’s Leading SingTel Communications Company www.singtel.com
Singapore Telecommunications — Investor Day (July 2011) on 6ix