The document provides an agenda and overview for Ooredoo Group's Capital Markets Day on May 25, 2015. The summary highlights that Ooredoo saw strong customer growth but revenues were impacted by foreign exchange rates and challenging market conditions. While net profits and cash flows were affected by lower earnings and currency impacts, opportunities for future growth include increasing data revenues, pursuing operational consolidation, gaining regulatory support, expanding into convergence and B2B/ICT services, and improving efficiencies. Ooredoo remains an attractive investment due to its portfolio diversification, upside from increasing smartphone and data adoption, potential from the B2B segment, and financial strength.
Digital Health: Company presentation by Josh Hough, Founder & CEO CareLineLive, of at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Digital Health: Company presentation by Josh Hough, Founder & CEO CareLineLive, of at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Classifieds - Presentation by Gonzalo del Pozo, CEO of Mitula Group at the NOAH 2015 Conference in London, Old Billingsgate on the 13th of November 2015.
The ISG Index™ provides a quarterly review of the latest sourcing industry data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
Deloitte Teknoloji Fast 50 Programı 2012 ve 2013 sonuçlarına göre “Türkiye’nin En Hızlı Büyüyen Veri Merkezi” ünvanını alan Radore, iki yıl üst üste Türkiye’nin en hızlı büyüyen ilk 10 teknoloji şirketi arasında yerini aldı. Aynı programın 2014 sonuçlarına göre Radore yine Türkiye'nin en hızlı büyüyen veri merkezi ünvanına sahip oldu.(Sayfa 45)
Assignment Regulations· This assignment is an individual assignme.docxlynettearnold46882
Assignment Regulations:
· This assignment is an individual assignment.
· All students are encouraged to use their own word.
· File should be WORD
· Student must apply Harvard Referencing Style within their reports.
· A mark of zero will be given for any submission that includes copying from other resource without referencing it
The Answer should be 3- 4 pages in length including the cover and appendices, with 1" margins on all sides, double-spacing, and 12 point font. The cover of the answer should include title, course code and name, your full name, and your University id number.
The Answer must follow the outline points below:
· 3PL
· Their Main functions
· Any local example
· Reasons with suitable Examples
· Reference
Logistics ManagementASSIGNMENT -2
Critical Thinking
The purpose of this assignment is to identify and apply Logistics and Supply Chain Management concepts/tools to suggest logistics performance priorities. To this purpose, you should review about these companies through secondary available information. Think about how you can apply the concepts/tools that you learned in this course.
Logistics outsourcing has attracted the attention of lots of industrialist in recent years. As firms enlarge their global reach, they often find that they need to reconsider their internal capabilities in managing the global supply chain. (Trent & Roberts, 2009) commented that many cases firms decide to outsource this function in whole or in part to agents or 3PL (third party logistics) firms.
Using this concept of 3PL you should answer the following questions by taking any Saudi company or any Multinational company.
Question:
1. What are 3PL firms?
2. Assess the reasons for using third party logistics service in Saudi Arabia? Using examples, Explain 3. Reasons why third party logistics arrangement are not always successful?
May 2018
STC Profile
‹#›
Strictly Confidential
1
Part 1: The Company STC
Part 2: STC’s Financial Strength
AGENDA
‹#›
Strictly Confidential
2
STC at a glance
STC is the leading integrated telecommunications provider in KSA and the region as per market capitalization, with international presence in Middle East and Asia
Highlights
STC ownership
(%)
Majority shareholder is one of the world’s largest sovereign wealth funds
An integrated provider of fixed and mobile voice and data, wholesale and IT services
Home market leader for fixed, mobile and data in consumer and enterprise segments
STC has presence in 5 countries through controlling and minority stakes
Annual revenues of over SAR 50 billion (2017), directly serving over 25 million mobile subscribers across its operations
Biggest telecom group in MENA region by market cap with current market capitalization of 164 Bn SAR
Public Investment Fund
Public Pension
General Organization for Social Insurance
Public Float
Source: STC website Fact sheet
‹#›
Strictly Confidential
3
Sales
Slice 1Slice 2Slice 3Slice 40.77.0000000000000007E-26.7.
Deloitte Technology Fast50 Turkey Winners and CEO Survey 2014AKAMPUS
This document includes Deloitte Technology Fast50 Turkey Winners and CEO Survey 2014.
We are proud to announce that AKAMPÜS is selected as one of the Deloitte Technology Fast 50 companies. We are also nominated for EMEA Technology Fast 500, which acknowledges the 500 fastest growing technology companies in Europe, Middle East, and Africa.
Deloitte Technology Fast 50 is a prestigious award program that honors business growth, technological innovation and Turkish entrepreneurial spirit.
Classifieds - Presentation by Gonzalo del Pozo, CEO of Mitula Group at the NOAH 2015 Conference in London, Old Billingsgate on the 13th of November 2015.
The ISG Index™ provides a quarterly review of the latest sourcing industry data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
Deloitte Teknoloji Fast 50 Programı 2012 ve 2013 sonuçlarına göre “Türkiye’nin En Hızlı Büyüyen Veri Merkezi” ünvanını alan Radore, iki yıl üst üste Türkiye’nin en hızlı büyüyen ilk 10 teknoloji şirketi arasında yerini aldı. Aynı programın 2014 sonuçlarına göre Radore yine Türkiye'nin en hızlı büyüyen veri merkezi ünvanına sahip oldu.(Sayfa 45)
Assignment Regulations· This assignment is an individual assignme.docxlynettearnold46882
Assignment Regulations:
· This assignment is an individual assignment.
· All students are encouraged to use their own word.
· File should be WORD
· Student must apply Harvard Referencing Style within their reports.
· A mark of zero will be given for any submission that includes copying from other resource without referencing it
The Answer should be 3- 4 pages in length including the cover and appendices, with 1" margins on all sides, double-spacing, and 12 point font. The cover of the answer should include title, course code and name, your full name, and your University id number.
The Answer must follow the outline points below:
· 3PL
· Their Main functions
· Any local example
· Reasons with suitable Examples
· Reference
Logistics ManagementASSIGNMENT -2
Critical Thinking
The purpose of this assignment is to identify and apply Logistics and Supply Chain Management concepts/tools to suggest logistics performance priorities. To this purpose, you should review about these companies through secondary available information. Think about how you can apply the concepts/tools that you learned in this course.
Logistics outsourcing has attracted the attention of lots of industrialist in recent years. As firms enlarge their global reach, they often find that they need to reconsider their internal capabilities in managing the global supply chain. (Trent & Roberts, 2009) commented that many cases firms decide to outsource this function in whole or in part to agents or 3PL (third party logistics) firms.
Using this concept of 3PL you should answer the following questions by taking any Saudi company or any Multinational company.
Question:
1. What are 3PL firms?
2. Assess the reasons for using third party logistics service in Saudi Arabia? Using examples, Explain 3. Reasons why third party logistics arrangement are not always successful?
May 2018
STC Profile
‹#›
Strictly Confidential
1
Part 1: The Company STC
Part 2: STC’s Financial Strength
AGENDA
‹#›
Strictly Confidential
2
STC at a glance
STC is the leading integrated telecommunications provider in KSA and the region as per market capitalization, with international presence in Middle East and Asia
Highlights
STC ownership
(%)
Majority shareholder is one of the world’s largest sovereign wealth funds
An integrated provider of fixed and mobile voice and data, wholesale and IT services
Home market leader for fixed, mobile and data in consumer and enterprise segments
STC has presence in 5 countries through controlling and minority stakes
Annual revenues of over SAR 50 billion (2017), directly serving over 25 million mobile subscribers across its operations
Biggest telecom group in MENA region by market cap with current market capitalization of 164 Bn SAR
Public Investment Fund
Public Pension
General Organization for Social Insurance
Public Float
Source: STC website Fact sheet
‹#›
Strictly Confidential
3
Sales
Slice 1Slice 2Slice 3Slice 40.77.0000000000000007E-26.7.
Deloitte Technology Fast50 Turkey Winners and CEO Survey 2014AKAMPUS
This document includes Deloitte Technology Fast50 Turkey Winners and CEO Survey 2014.
We are proud to announce that AKAMPÜS is selected as one of the Deloitte Technology Fast 50 companies. We are also nominated for EMEA Technology Fast 500, which acknowledges the 500 fastest growing technology companies in Europe, Middle East, and Africa.
Deloitte Technology Fast 50 is a prestigious award program that honors business growth, technological innovation and Turkish entrepreneurial spirit.
2. Ooredoo Capital Markets Day 25 May 2015 2| |
Ooredoo (parent company Ooredoo Q.S.C.) and the group of companies which it forms part of (“Ooredoo Group”) cautions investors
that certain statements contained in this document state Ooredoo Group management's intentions, hopes, beliefs, expectations, or
predictions of the future and, as such, are forward-looking statements.
Ooredoo Group management wishes to further caution the reader that forward-looking statements are not historical facts and are only
estimates or predictions. Actual results may differ materially from those projected as a result of risks and uncertainties including, but
not limited to:
– Our ability to manage domestic and international growth and maintain a high level of customer service
– Future sales growth
– Market acceptance of our product and service offerings
– Our ability to secure adequate financing or equity capital to fund our operations
– Network expansion
– Performance of our network and equipment
– Our ability to enter into strategic alliances or transactions
– Cooperation of incumbent local exchange carriers in provisioning lines and interconnecting our equipment
– Regulatory approval processes
– Changes in technology
– Price competition
– Other market conditions and associated risks
This presentation does not constitute an offering of securities or otherwise constitute an invitation or inducement to any person to
underwrite, subscribe for or otherwise acquire or dispose of securities in any company within the Ooredoo Group.
The Ooredoo Group undertakes no obligation to update publicly or otherwise any forward-looking statements, whether as a result of
future events, new information, or otherwise.
Disclaimer
3. Ooredoo Capital Markets Day 25 May 2015 3| |
Agenda
10:00‐10:05 Agenda Andreas Goldau – Ooredoo Group Investor Relations
10:05‐10:20 Welcome, Dr. Nasser Marafih, OG CEO
10:20‐10:40 Strategy Update, Jeremy Sell, OG CSO
10:40‐11:00 Finance Update, Ajay Bahri, OG CFO
11:00‐11:20, B2B – A growth engine for Ooredoo, Tom Craig, Senior Director B2B
11:20‐11:40 Opco presentation: Qatar
11:40‐12:00 Opco presentation: Algeria
12:00‐12:45 Q&A
12:45‐13:00 Meet the Ooredoo Group Team
13:00‐14:00 Lunch
4. Ooredoo Capital Markets Day 25 May 2015 4| |
2014 Performance
Total customers
(‘000)
96,18
4
107,2
54
12M'13 12M'14
Revenue
(QARm)
33,85
1
33,20
7
12M'13 12M'14 12M'14
EBITDA
(QARm)
Net profit to ORDS
(QARm)
• Strong customer growth
• Revenues impacted by FX and challenging market conditions in Kuwait, Tunisia, Iraq
• NP and cash flows affected by lower EBITDA, foreign currency impact, Myanmar start up cost
and Algeria customer acquisition cost
2013-2014 growth based on 2014 results excluding Indonesian Foreign Exchange,
Myanmar start-up costs and one-off customer acquisition costs in Algeria
+12%
+2%
-2%
14,64
0
12,94
8
12M'13 12M'14 12M'14
-5%
-12%
2,579
2,134
12M'13 12M'14 12M'14
-8%
-17%
X%
5. Ooredoo Capital Markets Day 25 May 2015 5| |
Recent achievements
Digital Value increasing
Myanmar Launch 1st to market
Brand Rollout $1.7B equity value1
B2B >9% YoY
Growth of Data 30% of Group revenues
Customers >111M
Portfolio Rationalizing
Source: (1) Brand Finance
6. Ooredoo Capital Markets Day 25 May 2015 6| |
Market challenges
Margins still too low
Capacity growth exponential
to revenue growth
Competitors now
Global/regional
Regulators slow to
embrace consolidation
Challenging
competition
Data pricing
still not rational
More rationality needed to reward investments
SMS and international
voice traffic eroded
Data growing fast but
lower margins
Product mix
changing
7. Ooredoo Capital Markets Day 25 May 2015 7| |
We see opportunity ahead
Note: CAGR for Myanmar has been calculated based on mobile revenue only and does not include fixed line revenue
Source: Ooredoo Group Strategic Market Outlook – 2015, Ovum 2015 Forecast for Iraq
2.4%
7.5%
2.9%
1.1%
3.0%
7.6%
6.1%
0%
2%
4%
6%
8%
10%
12%
14%
Algeria Indonesia Iraq Kuwait Myanmar Oman Qatar Tunisia
Telecom revenue CAGR forecast, 2014-2019
44.2%
40%
20%
Data Growth
Operational
Consolidation
Greater regulatory
support
Convergence
B2B, ICT
Efficiency
8. Ooredoo Capital Markets Day 25 May 2015 8| |
Opportunities by OpCo
Focus depends on OpCo market structures
Algeria Indonesia Iraq Kuwait Myanmar Oman Qatar Tunisia (KEY)
Data growth Data growth everywhere
Operational
consolidation
Big and/or deep sharing
being implemented
Greater regulatory
support
Tangible evidence of
regulatory support
Convergence 4 active strategies
B2B, ICT
Scale of current efforts
towards B2B/ICT segment
Efficiency
Size of improvements being
implemented
HIGH
MEDIUM
9. Ooredoo Capital Markets Day 25 May 2015 9| |
Ooredoo remains a good buy for investors
• Performance management
• Cost optimizing
• Infrastructure sharing
• Group synergies, e.g. procurement
• Improving returns across existing portfolio
• Selective value accretive acquisitions
• Balanced portfolio of mature and emerging market presence
• Relatively low smartphone penetration; data still accounts for a relatively
low % of revenues; pricing rationality will improve
• 9m businesses are spending $10B across our footprint; current Ooredoo
B2B share is less than 15%.
Top Line
Growth
Bottom Line
Performance
Disciplined
M&A
Financial and
Credit
Strength
• Attractive shareholder returns with appropriate dividends
• Investment grade rating
• Conservative credit policy
• Government support
10. Thank you
2015 1H Results – August 2015 TBD
Upcoming
events
Website: ooredoo.com
Email: IR@ooredoo.com
Twitter: @OoredooIR
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