SHKP Quarterly

SUNeVision announces 2019/20 interim results 新意網公布 2019/20 年度中期業績 SmarTone announces 2019/20 interim results 數碼通公布 2019/20 年度中期業績 SUNeV isi on Ho l d i ngs Ltd . a ch i e ve d successful results for the six months ended 31 December 2019, with growth in revenue, EBITDA and underlying profit. Revenue for the period increased 12% to HK$818.6 million, driven mainly by revenue growth from the data centre operations. The revenue increase was mainly attributable to new customer contracts as well as revenue growth from existing customers. EBITDA increased to HK$565.2 million. Excluding the impact on the adoption of HKFRS 16 "Leases", EBITDA increased 16% to HK$537.3 million. Underlying profit attributable to owners of the company increased to HK$335.5 million. During the period, SUNeVision acquired the MEGA Two facility, which will improve operations support flexibility for high- growth customers. The commissioning of major new customers continued at its flagship data centre in Tseung Kwan O, SmarTone Telecommunications Holdings Limited announced its results for the six months ended 31 December 2019. During the period under review, business environment for mobile continued to be competitive and challenging. However, SmarTone's customer numbers grew 7% to 2.64 million, and churn rate improved further to an industry low of 0.8%. Under HKFRS 16, SmarTone's service revenue grew 3% to HK$2,412 million. However, due to lower profitability in the handset business, a substantial decline in inbound roaming due to the significant fall in visitors, and higher depreciation resulting from investments in mobile infrastructure and IT systems in the prior period, SmarTone's net profit was 20% lower at HK$265 million. EBITDA was 36% higher at HK$1,274 million, as rental costs were capitalized and depreciated rather than recognized as operating expenses. MEGA Plus, whilst good progress was achieved on the development of the two new sites. TWTL 428, the new site in Tsuen Wan, has its foundation piling work underway. TKOTL 131, the new site adjacent to MEGA Plus in Tseung Kwan O, is in the final stages of design and the preliminary construction works have begun. Both projects will be opened by phases starting in 2022. The two sites will add approximately 1.4 million square feet of gross floor area space to the data centre portfolio upon project completion. In addition, infrastructure facility improvements have been continuing in the existing data centres. The revitalization work at MEGA-i is scheduled for completion before the end of 2020. This upgrade will increase power capacity, by up to 40%, to the whole building. 新意網集團有限公司在截至 2019 年 12 月 31 日 止六個月，表現優異，收入、 EBITDA 及基礎 溢利均獲得增長。 期內收入上升 12% 至 8.186 億港元，主要受 惠於數據中心業務的收入增長，收入增加主 SmarTone will focus on the core local business by delivering outstanding network performance and superior customer experience. In the recent 5G spectrum auctions, SmarTone successfully acquired a strong portfolio of spectrums. On a per subscriber basis, the company acquired the most spectrum amongst all operators in the critical 3.5GHz band. SmarTone targets to launch 5G service by mid-2020, offering a richer customer experience and enabling new applications for enterprise and Smart City initiatives. Meanwhile, SmarTone will also maintain vigilant control on investments and costs, with productivity measures to alleviate short-term negative impact and enhance long-term profitability. 數碼通電訊集團有限公司公布截至 2019 年 12 月 31 日止六個月的業績。於回顧期內，流動 通訊業務的營商環境仍然充滿競爭和挑戰。 然而，數碼通客戶人數上升 7% 至 264 萬人， 客戶流失率回落至業界低位的 0.8% 。 要由新客戶合約和現有客戶的收入增 長所帶動。 EBITDA 上升至 5.652 億港 元，撇除應用香港財務報告準則第 16 號「租賃」所產生的影響， EBITDA 上 升 16% 至 5.373 億港元。公司股東應佔 基礎溢利則上升至 3.355 億港元。 期 內 ， 新 意 網 購 入 數 據 中 心 設 施 M E G A T w o ， 有 助 為 高 增 長 客 戶 提 供 更 為 靈 活 的 營 運 支 援 。 將 軍 澳 旗 艦 數 據 中 心 M E G A P l u s 持 續 有 新 客 戶 進 駐 ， 而 兩 個 新 用 地 項 目 亦 進 展 良 好 。 荃 灣 TWTL 428 項目正進行地基工程；毗 鄰 MEGA Plus 的將軍澳 TKOTL 131 項 目則處於最後設計階段，前期建築工 程亦已展開。該兩個項目將於 2022 年 起分階段落成，屆時將為數據中心組 合增加約 140 萬平方呎的樓面面積。此 外，新意網亦不斷改進現有數據中心 的基礎設施。 MEGA-i 的優化工程預期 可於 2020 年底前完成，屆時將可提升 整座樓宇的電力容量多達 40% 。 根據《香港財務報告準則》第 16 號，數 碼通服務收入上升 3% 至 24.12 億港元。 然而，由於手機業務盈利能力下降、到 港旅客人數大減以致境內漫遊業務顯著 下跌，以及於過往期間的流動通訊基 建設施和資訊科技系統投資導致折舊增 加，數碼通淨溢利下降 20% 至 2.65 億 港元。 EBITDA 上升 36% 至 12.74 億港 元，是由於租金成本已資本化並進行折 舊，而非確認為經營開支。 數碼通將會專注拓展本地核心業務，提 供超卓網絡表現及優質客戶體驗。於近 期的 5G 頻譜拍賣中，數碼通成功投得 強勁的頻譜組合。按每位用戶計算，數 碼通在關鍵的 3.5GHz 頻段中所投得的 頻譜為所有網絡營運商之冠。數碼通計 劃在 2020 年中前推出 5G 服務，提供更 精彩的客戶體驗，並為企業及智慧城市 發展提供全新的應用方案。此外，數碼 通亦會審慎控制投資及成本，採取一系 列提升生產力的措施，以紓緩短期不利 影響及提升長遠盈利能力。 19