Globe Telecom Inc. · PSE:GLO
Globe Telecom — Investor Day (June 2017)
12 slides from Globe Telecom's investor day presentation, Jun 9, 2017
Slide 1: Singtel Investor Day
Singtel Investor Day 9 June 2017 | The St. Regis Singapore
Slide 2: Key Investment Thesis
Key Investment Thesis Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption With an eye towards making life easier for Filipinos via innovation, Globe continue
Slide 3: Globe preferred brand for Filipino digital lifestyle; strong data growth
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption Globe has transitioned as the preferred brand for the Filipino’s digital lifestyle choices, recording str
Slide 4: New innovations and partnerships for data users
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption We bring new innovations and partnerships to remain relevant to data users, being the preferred mobile br
Slide 5: Superior data experience through continuous network investments
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption We provide superior data experience to our customers through continuous investments in our data network G
Slide 6: Broadband presents opportunity for near-term growth enabled by CAPEX
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption To meet sustained demand for connectivity, broadband presents a unique opportunity for near-term growth,
Slide 7: Adjacencies: Financial Services, Education, Telehealth
With an eye towards making life easier for Filipinos via innovation, Globe continues to expand prudently into various 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
Slide 8: Adjacencies: Mobile Advertising, Business Incubation
With an eye towards making life easier for Filipinos via innovation, Globe continues to expand prudently into various 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
Slide 9: Strong capital management and commitment to improve shareholder value
Globe is focused on strong capital management and commitment to improve shareholder value 9
Slide 10: Gross debt at Php108.1 Billion, within covenant ratios
Globe is focused on strong capital management and commitment to improve shareholder value Gross debt at Php108.1 Billion, comfortably within covenant ratios CAPEX 36.7 32.1 105,729 108,100 Gross Debt 72,229 21.2 2015 2016 3M17 8.6 2014 2015 2016 3M17 Gross Debt/Equity Covenant = 2.5:1 1.67 1.68 1.22
Slide 11: Dividend, Total Shareholder Return and Share Price
Globe is focused on strong capital management and commitment to improve shareholder value Cash Dividends: Sustained commitment to delivering value to our shareholders 2Q17 Dividend: Key Information 2017 YTD Total Shareholder Return Cash Dividend Php 22.75 per Common Share: Record Date: May 23, 2017
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