Transcription of Passion 2030 - PPIH
1 Passion 2030.. 2020 2 5 .. Vision2020 to Passion2030 . 1 2020 . 2 .. MD PB . CRM .. 3 ESG . 1. 2020 . 1 2019 . 1 500 ROE 15%. 15 6,449 15 387 15 . 18% 23% . 14,000 13,289 800. 693. 16. ( ) ( ) ( ) 15. 12,000. 600. 1 500. 14. 9,415 10,000 418. 368. 8,288 400 341 13 7,596 306. 8,000. 6,840 12 200. 6,000. 11. 4,000 0 10. 2013 2014 2015 2016 2017 2018 2019. 2019 2020 2013 2014 2015 2016 2017 2018 2019. 2019 2020 2013 2014 2015 2016 2017 2018 2019. 2019 2020. 2020 500 ROE 15 . 2020 . 129 ASEAN CRM majica 30 ). GMS MEGA Debt . M&A QSI 24 269 . 2.. PPIH .. 3. P.. ( ).. Z .. AI .. IoT . 4.. ( E .. E . D2C .. 5.. Passion 2030.
2 GMS SPA .. 6.. Passion 2030.. MD SPA . - .. - PB . CRM .. ESG . B/S . and more! 7. A. Passion 2030.. PPIH Active Strategies to Secure Incremental Operating and Net profit 2030. MD . SPA . PB .. 2,000 .. 2020 2030 . 8.. Passion 2030 . PPIH Active Strategies for Success that Increase Original Network 2030. 12 .. 2020 2030 . 9.. 1 . 3 .. MD . 2 . 4 .. 10.. / .. 11. S.. SPA (PB ).. 12. SPA .. 3 .. / .. PB/OEM .. SPA . MIX . ( ) . SPA .. 13. MD PB . MD . / / / .. GMS .. SKU NB PB . PB .. PB / . SNS .. and more! 14. PB MD . NB .. StyleONE. SM CVS PB.. PrimeONE. SPA . NB.. 15. CRM( ) S. (majica ) . ( ) .. PPIH .. ( ) .. 16.
3 HR . ( ) .. ( ). (PL BS) .. PPIH .. 17.. (K) (K) (D).. AI KKD( ) . PPIH .. 18.. +. ( ). 19. I.. XXXXXXX XXXXXXX XXXXXXX XXXXXXX XXXXXXX. 2019 10 .. XXXXXXX.. XXXXXXX. XXXXXXX XXXXXXX XXXXXXX. XXXXXXX XXXXXXX XXXXXXX. 20.. PPIH AI vs ( ).. VS.. AI .. + (POP, ).. AI .. AI . PPIH .. 21. ESG . Policy Framework . ESG . Proactive action to save the earth E. P . Prosperity for customers everyday and local economy P . S. Inclusion and diversity . I . Highly committed corporate governance G. H . 22. ESG . Materiality . E CO2 . E.. CO2 . LED LED . ( ) PPIH .. 25 .. 100 102 .. PPIH .. S.. 24 24 .. / . LGBT LGBT .. S.. 100 .. G.
4 CEO . CEO .. IR IR .. G.. CEO/ .. 23. ESG O. Road to better ESG.. and more! .. 24.. 1.. 2.. ( ) . ( ) .. 3.. (PBR) .. ROE . ROI . 30. 25 XX. 20 ROE . (%) ( ) . 20 15. ( ) . ( ) . 15 10. ROE( ) 20 . 10 5. 30 . ( ). 5 0. 2010 2019 . 6 6 . 25.. 145 .. PB .. WACC .. WACC. ESG .. ROIC WACC 2 WACC 3% . 26.. NOPAT .. ROIC . ROIC/. WACC.. WACC .. ROIC/WACC .. 27. N. Vision 2020 to Passion 2030 .. 2,000 .. PPIH . 28.. Passion 2030.. 29.
