True Group - True Corporation Public Company Limited

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subs (mn)Blended ARPU (Bt/sub/mo)True Mobile Group targets & strategic outlook• Increase 3G+ subscribers to 4 mn byYE12, from 2.0 mn at 2Q12• Expand 3G+ to cover every amphoe and7,336 tambons in 77 provinces by theend of 2012• Discontinue Hutch CDMA service by theend of 2012 to facilitate subscribermigration to TrueMove H• Launch more device bundling promotionsand leverage innovative apps and content• Capitalize on TrueMove’s expanding 2Gfootprint in low penetration/ high-growthpotential areas (i.e., Northeast)302520151050Projected 3G subs & ARPU2011 2012 2013 20143G Subs 2G Subs Blended 3G ARPUSource: Company, BMI market forecast800600400200-9
True Mobile Group targets & strategic outlook3G coverage map1077 provinces77 provinces843 Amphoes5,158 Tumbols843 amphoe5,158 tambons77 provinces77 provinces928 Amphoes6,583 Tumbols928 amphoe6,583 tambons77 provinces77 provincesALL Amphoes7,235 TumbolsEvery amphoe7,336 tambons
Page 1 and 2: True Corporation Plc.At a GlanceSep
Page 3 and 4: Key strategic milestonesTransformat
Page 5 and 6: Group long-term financial trendsBt
Page 7 and 8: TrueMove H positioned to capture gr
Page 9: Mobile non-voice market driven by 3
Page 13 and 14: Regulatory issues12• Public heari
Page 15 and 16: Superior fiber optic network yields
Page 17 and 18: targets & strategic outlook (cont
Page 19 and 20: 2012 targets & guidance18• Mid-to
Page 21 and 22: 2Q12 results
Page 23 and 24: Financial highlights - 1H12(Units i
Page 25 and 26: Mobile Internet continues to drive
Page 27 and 28: %FY08 %FY09 %FY10 %FY11 %YoYService
Page 29 and 30: Ad revenue offset declines in Pay T

True Group - True Corporation Public Company Limited

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