Pccw Limited · HKEX:8
Pccw — Investor Presentation (February 2005)
13 slides from Pccw's investor presentation, Feb 24, 2005
Slide 1: Creating Value Together - A New Chapter for PCCW
Creating Value Together - A New Chapter for PCCW February 24, 2005
Slide 2: A New Chapter for PCCW
A New Chapter for PCCW • China Netcom Group is excited to become PCCW’s strategic investor • Strategic alliance between the two is going to yield “win-win” results • China Netcom Group and PCCW are together unfolding a new chapter for PCCW 1
Slide 3: CNC Group's Strategic Investment in PCCW
CNC Group’s Strategic Investment in PCCW •China Netcom Group is subscribing for new shares equivalent to 20% of the enlarged share capital of PCCW •New shares issuance pending approval by PCCW shareholders at an Extraordinary General Meeting on the 16th of March •China Netcom Group and PCCW already
Slide 4: Complementary & Synergistic Relationship
Complementary & Synergistic Relationship CNC Group Offers Benefits Ÿ Substantial and fast growing customer base with PCCW increasing needs for innovative products & services Ÿ Capitalize on telecom growth Ÿ Regulatory access and license to operate fixed-line opportunity in China telecom business in
Slide 5: PCCW – Extending Strong HK Foundations to Mainland China
PCCW – Extending Strong HK Foundations to Mainland China Technology and Engineering Innovative Products Excellence § Broadband over ADSL up to speeds of 8M § Rated #1 Asian network operator by Gartner § NOW BB TV over ADSL § Fully digitized fixed-line network since 1993 § Next Generation Fixed Line
Slide 6: CNC Group – A Strong Partner
CNC Group – A Strong Partner Fast growing and large customer base CNC Group is a strong Ÿ 110 million fixed-line customers partner for PCCW Ÿ 8 million broadband customers Geographic coverage Ÿ Nationwide fixed-line telecom license Ÿ Incumbent fixed-line telecom provider in ten northern China provin
Slide 7: Immediate High Potential Growth Opportunities
Immediate High Potential Growth Opportunities Opportunities Initiatives Ÿ BBTV market is Ÿ Extend NOW Broadband TV business to Broadband expected to worth at China through Broadband JV Broadband TV TV least 10 billion RMB within 3-5 years in China Ÿ 3G offers attractive Ÿ Jointly develop mobile stra
Slide 8: Broadband TV
Broadband TV Opportunity Large addressable market : >300 million TV households in China Extensive network coverage: CNCG’s existing network ready for overlay of BB TV service Captive BB customer base: CNCG’s >8 Million BB customers will be early adopters Pilot in selected cities in 12 months: Initia
Slide 9: Broadband TV (Continued)
Broadband TV (Continued) Huge Addressable Market Substantial captive CNCG Strong revenue potential BB customer base China's BB TV Market Size CNCG's BB Subscribers Potential BB TV Revenue from other BB users (Million) (RMB million) From CNC BB users 40 l Based on third party 30 research and forecast
Slide 10: Mobile
Mobile Opportunity Huge 2G/3G market Jointly study strategy to capitalize on the fast growing mobile business in China China's wireless subscribers China's wireless industry revenue (million) (US$ billion) 45 500 40 450 400 35 350 300 30 FY05E FY06E FY07E FY08E FY05E FY06E FY07E FY08E Source: CSFB J
Slide 11: Property Development
Property Development Opportunity Promising real estate market in China CNCG is in the process of identifying suitable sites for redevelopment, including commercial buildings and hotels with a total area of 170M sq ft PCCW will potentially become developer and investor in CNCG’s property redevelopmen
Slide 12: Other Opportunities under Discussion
Other Opportunities under Discussion Ÿ Yellow Pages in China China China Business Business Ÿ Wireless broadband Ÿ IT outsourcing Ÿ Next Generation Fixed Line value added services International International Ÿ Cross-border telecom services Business Business Ÿ Sub-sea cable business Knowledge Knowledg
Slide 13: A Winning Partnership in China's Telecom Industry
A Winning Partnership in China’s Telecom Industry PCCW and CNC Group are seizing a unique opportunity to fuse their expertise, to deliver world class services to customers PCCW well positioned to benefit § Innovative Products § Management and Marketing Expertise § Technology and Engineering Excellen