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Singapore Telecommunications : Singtel Investor Day 2023 - Digital InfraCo
August 23, 2023 at 06:15 am EDT
Digital Infrastructure Co
Investor Day | 24 August 2023
Bill Chang
CEO, Digital InfraCo
Digital Infrastructure Co
Singtel possesses an extensive and unique portfolio of digital infrastructure assets across Asia, being a key differentiator for the Group.
As the global significance digital infrastructure grows, Digital InfraCo is well-positioned to drive substantial growth.
Develop, Grow,
Illuminate &
Unlock Value
Connectivity
Enterprise Platform
Vision
To develop and grow the industry greenest and most sustainable next generation digital assets
Design, build and operate
Leverage strategic
Hardened physical & cyber
Innovation led
Strategic & aligned
green and sustainable
partnerships to scale
secured platforms
differentiation
investors engagement
infrastructures
Robust growth driven by broad base digitalisation needs
SEA DC growth expected to be >20% CAGR
Key demand drivers
Rapid digitalisation
Elevated demand to facilitate storage and processing of extensive digital information
Significant growth in cloud services
Prioritization of cloud-first,cloud-native strategies in IT planning
Rapid rise in AI adoption
Increasing maturity of algorithms driving big-data use cases and early adoption of liquid-cooling
Key challenges & opportunities
Global supply chain amidst rising demand
Resulting in longer lead time in deliveries and higher costs
Energy constraint
High carbon footprint issues with DCs and need to improve efficiency and transition to green energy sources
Increased focus on sustainability
Need to address this holistically with customers, partners and vendors
DC supply in SEA region
Overall DC supply capacity projected to grow at CAGR ~19%
824
7.2%
583
576
521
491
24.7%
29.4%
35.6%
27.4%
262
173
159
107
78
Singapore
Malaysia
Indonesia
Thailand
Rest of South East
Data centre capacity (MW)
Asia
CAGR growth
2021
2026
Source: Arizton; Kearney analysis
4
Building a regional green DC platform
To be the leading green and sustainable DC Service Provider with the best inter-connectivity in the SEA region
Current portfolio
Pipeline
DCW (41MW)
KC2 (21MW)
DC Tuas (58MW)
JV Co set up with Gulf (40%),
AIS (25%), Singtel (35%)
Ground-breaking in Jan 2023
1st phase: 20MW
GSA DC JV, Total 40MW
JV Co to be set up with PT
Telkom (60%), Singtel (35%),
Medco (5%)
Ground -breaking in Dec 2022
1st phase: 17MW
JV with Telkom, Singtel & Medco, Total 51MW
TOTAL
>200MW+
Combined capacity
Innovating to develop the green DC offerings
Bringing regional connectivity leadership and synergies with DCs while offering carrier neutrality
Organic new growth through new markets (e.g. Malaysia and Vietnam)
Selective inorganic opportunities Disclaimer
SingTel - Singapore Telecommunications Limited published this content on 23 August 2023 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 23 August 2023 10:14:08 UTC .
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Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
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Singapore Telecommunications Ltd is a Singapore-based communications technology company. The principal activities of the Company consist of the operation and provision of telecommunications systems and services, and investment holding. Its segments include Optus, Singapore Consumer, Group Enterprise, and NCS. The Optus segment offers mobile, equipment sales, fixed voice and data, satellite, managed services, Infocomm Technology (ICT), cloud computing and cybersecurity in Australia. The Singapore Consumer segment offers mobile, fixed broadband, voice, pay television, content and digital services, as well as equipment sales in Singapore. The Group Enterprise segment provides ICT, mobile, equipment sales, fixed voice and data, satellite, managed services, cloud computing and cyber security. The NCS segment offers ICT (including cybersecurity) and IT services, as well as professional consulting in Singapore, Australia and in the region.
More about the company
Last Close Price
2.55
SGD
Average target price
3.179
SGD
Spread / Average Target
+24.68%
Consensus
+951% of historical performance
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