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Jon Fredrik Baksaas, Konsernsjef Telenor
Eierskapskonferansen20. april 2010
Styret og eiers rolle i et globalisert næringsliv - Hvordan lykkes i Asia
BangladeshGreenfield
Malaysia Existing operator
Thailand Existing operator
Pakistan Greenfield
Malaysia Research & Innovation
Centre
1996 1999 2000 2004 2006 2009
IndiaGreenfield
• 75 million mobile subscribers
• 1.6 bn geographic footprint
• 20 000 employees
• 32% of revenues in 2009
14 years in Asia
Revenues 2009 excluding Kyivstar and Vimpelcom
Source: IMF* Euro area composed of 16 countries** Central and Eastern Europe composed of 15 countries*** Developing Asia composed of 26 countries
Asia is the growth region
Constant price GDP, rebased 2005 = 100
Euro area
Central and Eastern Europe
Developing Asia
100
110
120
130
140
150
160
170
180
190
200
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Forecast
A shift in balance
GDP 2006USD trillion
Vietnam 0.1
Bangladesh 0.1
Egypt 0.1
Phillipines 0.1
Nigeria 0.1
Pakistan 0.1
Iran 0.2
Indonesia 0.4
Turkey 0.4
Mexico 0.9
Korea 0.9
India 0.9
Russia 1.0
Brazil 1.1
Canada 1.3
Italy 1.8
France 2.2
UK 2.3
China 2.7
Germany 2.9
Japan 4.3
USA 13.2
GDP 2025USD trillion
GDP 2050USD trillion
Bangladesh 0.2
Egypt 0.3
Pakistan 0.4
Phillipines 0.4
Nigeria 0.4
Vietnam 0.5
Iran 0.7
Turkey 1.0
Indonesia 1.0
Canada 1.9
Korea 1.9
Mexico 2.3
Italy 2.3
Brazil 2.8
France 3.1
UK 3.3
Russia 3.3
Germany 3.6
India 4.3
Japan 5.6
China 18.4
USA 20.1
4.6
Nigeria 4.6
Germany 5.0
UK 5.1
Japan 6.7
Indonesia 7.0
Russia 8.6
Mexico 9.3
Brazil 11.4
India 37.7
USA 38.5
China 70.7
Bangladesh 1.5
Pakistan 2.1
Egypt 2.6
Iran 2.7
Italy 3.0
Phillipines 3.0
Canada 3.1
Vietnam 3.6
Turkey 3.9
Korea 4.1
France#11
#4#3
G7
BRIC
Source: Goldman Sachs
Understand your business
Key to our growth in Asia
Advancedhome market
Emerging markets
Operational excellence
Leadership and people
Long term engagement
Impact on economic and social growth
Shaping policyframework
Integrated Corporate
Responsibility
Good corporate governance
Dynamic industry
Source: Factset, Telenor, Wireless IntelligenceNote: Subscription figures in millions Q309. Operator only included if ownership is 20% or more. If more than
one Group has 20%+ share both are allocated these subscriptions
SubscribersMillion, Q309
Market capitalizationUSD billions, April 16, 2010
101
108
111
130
134
143
144
173
181
206
275
436
517
13. MTS
12. MTN
11. Orascom
10. T-mobile
9. TeliaSonera
8. China Unicom
7. Orange (FT)
6. Telenor
5. America Movil
4. Telefonica
3. SingTel
2. Vodafone
1 . China Mobile
China Unicom 16Maroc Telecom 17
Vimpelcom 17Chunghwa Telecom 17
Telekomunikasi Indonesia 18Carso Global Telecom 18
China United 19Swisscom 19
BT Group 16
BCE 23MTS 23
KDDI 23Telenor 24
Koninklijke KPN 25Bharti Airtel 26
Telecom Italia 27MTN 28
TeliaSonera 31Telstra 36
Singapore Telecommunications 36Deutsche Telekom 59
France Telecom 61Nippon Telegr. & Telephone 67
NTT DoCoMo 71America Movil 83
Verizon 84Telefonica 109Vodafone 123
AT&T 153China Mobile 204
#6
#18
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