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    Rogers Rogers Presentation Transcript

    • ROGERSCASE ANALYSIS
      Group 1
      March 24, 2010
      FINANCIAL MARKET OUTLOOK
    • CANADIAN GDP
      Increases in GDP growth rate supported by
      • Government spending
      • Capital investment and trade
      • Consumer spending,
      • Winter Olympics
      What does this mean for Rogers?
      • Increasing consumer spending will allow Rogers to increase average revenues per user
    • INFLATION IN CANADA
      This quarter:
      • Analyst estimate: 1.7%
      • Actual inflation: 2.1%
      Consumer prices have risen 1.6% in 12 months to February
      • Higher gasoline prices
      • Higher prices for passenger vehicles
      • housing rose 6.5 percent.
      What does this mean for Rogers?
      • People spent 3.0% more for cablevision and satellite services
    • UNEMPLOYMENT DATA
      Canada gained 87, 700 jobs in past 12 months
      But, they lost 250, 000 job in 2008
      • Slow recovery expected
      What does this mean for Rogers?
      • In spite of slow job recovery, consumer spending in on the rise.
    • INTEREST RATES
      BoC under pressure to increase interest rates due to higher than expected Inflation growth in February
      Benefits of low interest rates are being offset by a high CDN dollar.
      What does this mean for Rogers?
      • Principal due in upcoming years
    • EXCHANGE RATES
      Exports are shrinking as the Canadian Dollar continues in strength
      • Bad news for manufacturers
      Companies tied to consumers are more optimistic
      • Earnings are in CDN dollars
      What does this mean for Rogers?
      • A strong dollar will help them with debt repayment since majority of debt is in USD
      2007
      2008
      2009
      2010
    • INDUSTRY OUTLOOK
      CONSUMER HABITS
      DEREGULATION
      COMPETITION
      Threat of increased competition
      Wireless and Cable Segments
      Demand for better services
      4G Networks
      Demand for mobile access to internet
      Smart phones
      Lower ad revenues in the Cable segment
      Higher demand for PVR devices
      Market saturation
      • Stagnant subscriber base in wireless mobile
      • Increased demand for better service
      New Entrants
      • Price wars
    • Real GDP & USD$/CAD$
    • Inflation (Core) & Unemployment Rate
    • Overnight Rate & 10 Yr Bond Rate
    • Sources:
      and Source OECD and Policy & Economic Analysis at University of Toronto
    • Thank You
    • Real GDP & USD$/CAD$
    • Inflation (Core) & Unemployment Rate
    • Overnight Rate & 10 Yr Bond Rate