Singapore Strategy SingTel Investor Day June Singapore

Transcription

1 Singapore Strategy SingTel Investor Day June Singapore Ms Koh Kah Sek CFO Singapore Ms Vicki Brady VP (Consumer Marketing)

2 Forward looking statements - important note The following presentation contains forward looking statements by the management of Singapore Telecommunications Limited ("SingTel"), relating to financial trends for future periods, compared to the results for previous periods. Some of the statements contained in this presentation that are not historical facts are statements of future expectations with respect to the financial conditions, results of operations and businesses, and related plans and objectives. Forward looking information is based on management's current views and assumptions including, but not limited to, prevailing economic and market conditions. These statements involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those in the statements as originally made. Such statements are not, and should not be construed as a representation as to future performance of SingTel. In particular, such targets should not be regarded as a forecast or projection of future performance of SingTel. It should be noted that the actual performance of SingTel may vary significantly from such targets. S$ means Singapore dollars and "A$" means Australian dollars unless otherwise indicated. Any discrepancies between individual amounts and totals are due to rounding. 2

3 Key initiatives for Singapore Protect market leadership Win share in growth segments Create innovation engine Lead and Shape in Singapore 3

4 Protect market leadership Postpaid mobile strong share of net adds 64% International telephone volume recovery offsets tariff declines Market share of postpaid customers 42.9% net adds 44.1% 43.9% 66K Revenues (S$ m) Getting customers to 3G: postpaid ARPU S$71 data as % of postpaid ARPU 27% 4

5 Win share in growth segments Prepaid mobile share of net adds 32% Broadband net adds boosted by no-frill plans Market share of customers 28.8% 28.9% 28.9% net adds 96K Broadband subs ('000) customers 1 Targeting foreign workers: strengthened distribution simplified value proposition increased ground activities in hot spots 1. Unique Wireless@SG customers who do not subscribe to SingNet s residential broadband services Enhancing value proposition: no frill plans for lower speeds Smartwizard self help tool exclusive tie-ups with hottest games 5

6 Win share in growth segments Managed services growing contribution 1 22% IP-VPN extending coverage ConnectPlus IP-VPN Revenues (S$ m) 39 Landmark deals Sentosa - intelligent island network Changi Airport - secured wireless solution Asia Pacific s No. 2 IP-VPN provider excluding Japan Increasing coverage from 29 to 72 cities Asia & Middle East (+26) Europe & Africa (+10) North & South America (+7) Integrated network view (GDP) across strategic partner networks in June 2007 Ethernet access enabled in 12 countries, DSL access in 3 countries Satellite IP access to launch in July As percentage of data revenues 6

7 Create innovation engine National telephone Lower revenues due to: dial-up to broadband migration fixed to mobile substitution DEL market share 1 96% Reposition home telephone socket to gateway to a world of communication, infotainment, and other possibilities mio basis for us to provide a bundled mobile, broadband and telephone services upgraded with new services every quarter NBN compatible Number of mio customers 1 14K 1. As at 31 March

8 Create innovation engine Corporate business IPTV move into adjacent platforms Business group innovation integrated voice and data plan for companies offers end-to-end solutions that helps enterprises streamline communications needs and increase productivity Content focus English, Mandarin & dialect entertainment/movies documentaries/info-tainment multiple HD channels Capex overlaid on existing telephone network NCS overseas revenue 32% strong growth in Middle East & Australia Commercial launch later this year 8

9 Next Generation National Broadband Network Timeline Pre-qualification Activity Issue of RFP to qualified bidders Timeline Mid Aug 07 Award of winning bid End Dec 07 SingTel pre-qualified as: Single Entity Alcatel Consortium with Babcock & Brown Australia, Emtelle UK and SingTel SingTel Consortium Babcock, Cisco and Macquarie Bank 9

10 Key initiatives for Singapore Create excellent customer experience Restructure cost base Build human capital Lead and Shape in Singapore 10

11 SingTel Asia s Leading Communications Company