SHKP Quarterly

SmarTone announces 2020/21 interim results SmarTone Telecommunications Holdings Limited announced its results for the six months ended 31 December 2020. During the period under review, profit attributable to equity holders increased slightly to HK$267 million from HK$265 million notwithstanding the impact of ongoing COVID‐ related travel restrictions on roaming revenues. Core business remained resilient as local service revenue increased 3% half‐on‐half, from early 5G contribution and growth in the Enterprise Solutions business. To offset the weakness in roaming revenues, the company launched a series of initiatives to improve productivity and reduce cost without a negative impact on network quality or the level of customer service. Most of these initiatives bring recurring savings, which allow the company to redeploy resources to invest in future revenues streams. Hong Kong customer numbers grew 6% year‐on‐year to 2.8 million. Postpaid churn rate remained at industry low of 0.8%. SmarTone’s goal is to provide the best 5G service in Hong Kong with the aim to be among the world’s best infrastructures. Its 5G network provides nearly full coverage of Hong Kong and the company continues to extend coverage to more remote areas, including country parks and hiking trails. Meanwhile, the pandemic has opened up the willingness of many companies to adopt 數碼通公佈 2020/21 年度中期業績 technology, and this has boosted its Enterprise Solution business. Recently, SmarTone helped Route 3 to implement the first 5G ‘SmarTransport’ safety monitoring system for the Tai Lam Tunnel. In addition, in cooperation with Sun Hung Kai Properties, SmarTone also launched the 5G ‘Smart Malls’ applications with satisfactory results, and this service will be extended to other mall operators and property managers. Looking forward, it is expected that the operating environment will continue to be competitive and challenging, and it will take time for roaming revenues to fully recover. However, with the roll‐ out of vaccination globally, roaming services will eventually come back. Importantly, the already promising uptake of 5G amongst consumers as well as the expected new applications and opportunities for 5G in business are encouraging, and SmarTone will focus on such developments to grow new revenues streams. 數碼通電訊集團有限公司公布截至 2020 年 12 月 31 日止六個月的業績。於回顧期 內，盡管疫情所致的旅游限制影響公司的 漫游業務，惟股東應占溢利仍由 2 . 65 億 港元微升至 2 . 67 億港元。核心業務保持 穩健，本期本地服務收入較前六個月增長 3% ，主要動力來自 5G 業務及企業應用方 案業務的增長。為抵消漫游收入疲弱的影 SUNeVision announces 2020/21 interim results SUNeVision Holdings Ltd. announced its results for the six months ended 31 December 2020. During the period under review, revenue from continuing operations increased 13% year-on- year to HK$923 million, driven mainly by the continuing expansion of hyperscale and cloud customers in the data centre business, as well as the full period impact of new contracts signed in the second half of financial year 2019/20. EBITDA from continuing operations increased 17% year-on-year to HK$662 million. Underlying profit for the period attributable to owners of the company increased 16% year-on-year to HK$389 million. T h e p a nd emi c h a s l e d to a s u s t a i n e d acceleration of digitisation and the adoption of technologies that enabled remote productivity and engagement. This has enabled a substantial growth in data traffic and increase in demand for higher quality data centres. SUNeVision expects that these trends to continue beyond the pandemic and drive growth for data centre services. 新意網公佈 2020/21 年度中期業績 SUNeVision is expanding its space and power capacity to meet the growing demand for data centre services. MEGA-i has just completed a project that increased its power capacity by 40%. Revitalisation work on multiple floors of MEGA Two was also completed during the period under review. In 2022, two new data centres are targeted to complete, namely Tsuen Wan TWTL 428 and Phase 1 of Tseung Kwan O TKOTL 131. Upon completion, these two new data centres will increase the physical footprint of SUNeVision by 100% to 260,000 square metres (2.8 million square feet) in gross floor area, and total power capacity will increase by 200% to over 200MW. 新意網集團有限公司公佈截至 2020 年 12 月 31 日止六個月的業績。於回顧期內，持續 經營業務的收入按年上升 13% 至 9.23 億港 元，主要受惠於數據中心業務中的超大規 模及雲端客戶持續擴展，以及於 2019/20 財政年度下半年簽訂的新合約的全期影 響。持續經營業務的 EBITDA 按年上升 17% 至 6.62 億港元。期內公司股東應占基礎溢 利按年上升 16% 至 3.89 億港元。 在疫情下，數位化及科技應用繼續急速發 展，遙距工作及互動技術應用日增，帶動 數據流量大幅增長及對高質量數據中心的 需求急增。新意網預期該等趨勢將在疫情 過後持續，推動數據中心服務增長。 新意網積極擴展樓面和電力容量，以滿足 對數據中心服務與日俱增的需求。 MEGA-i 優化工程剛完成，電力容量已增加 40% 。 MEGA Two 多個樓層的優化工程已於期內 完成。荃灣新項目（ TWTL 428 ）及將軍 澳新項目（ TKOTL 131 ）的第一期目標於 2022 年落成。待兩者落成後，新意網的數 據中心總樓面面積將增加 100% 至 260,000 平方米（ 280 萬平方呎），總電力容量則 將增加 200% 至超過 200 兆瓦。 響，公司采取一系列進取措施，提升生 產力及減省成本，亦不會對網絡質量或 客戶服務水平造成影響。大部分措施均 有助日後持續減省成本，並讓公司日後 重新調配資源以投資於其他未來收入來 源上。香港客戶人數按年增長 6% 至 280 萬，月費計劃客戶流失率維持於業界低 位 0.8% 。 數碼通致力建設全球首屈一指的頂級網 絡基建，以提供全港最佳的 5G 服務。其 5G 網絡迄今已接近覆蓋全港，並不斷將 覆蓋範圍拓展至包括郊野公園及遠足路 徑等偏遠地區。同時，疫情促使許多企 業願意采用科技，促進了公司的企業應 用方案業務發展。數碼通最近協助三號 干線於大欖隧道推行首個“ 5G 智能交通 安全管理系統”，亦與新鴻基地產攜手 推出“ 5G 智能商場”應用，成效令人滿 意，日後會向其他商場營運商及物業管 理公司推出相關應用。 展望未來，預期營商環境將繼續競爭激烈 和充滿挑戰，漫游收入仍需一段時間才能 全面復蘇。然而，全球各地已開始接種 疫苗，相信漫游服務終會復蘇。更重要的 是，越來越多客戶已升級至 5G 服務，未 來將出現更多與 5G 技術相關的新應用方 案及商機，為數碼通開拓新的收入來源。 17