SHKP Quarterly

SmarTone announces 2020/21 annual results SmarTone Telecommunications Holdings Limited reported results for the year ended 30 June 2021. During the year under review, profit attributable to equity holders was HK$445 million, largely driven by a resilient core local business, productivity enhancements and enhanced network efficiency. Local service revenue (excluding roaming) increased by 2% year-on-year, as a result of several key factors. Firstly, the uptake on SmarTone’s 5G services was encouraging, with 5G commanding a premium over 4G services. Secondly, the Enterprise Solutions business started to rebound as corporates increasingly adopted digital services. Thirdly, SmarTone’s 5G Home Broadband enjoyed considerable growth. Meanwhile, customer base was steady at 2.7 million. Postpaid churn rate remained at a low 0.8%. SmarTone launched 5G services in May 2020. As of now, its 5G network covers 99% of the population, including all MTR lines, major roads, highways and tunnels, and with ongoing rollout across country parks and hiking trails. According to the international testing agency nPerf, SmarTone’s 數碼通公布 2020/21 年度全年業績 5G network was the best in Hong Kong for coverage. In May 2021, SmarTone launched the 5G Lab to raise awareness on 5G development and demonstrate how the 5G infrastructure will support development. Significant future business opportunities are expected as more applications leveraging 5G become available. The operating environment in Hong Kong for the coming months will remain challenging. Despite this, SmarTone sees new revenue opportunities from the accelerating upgrade of customers to 5G, quickening growth in enterprise solutions, as well as new services and solutions such as cyber- security and 5G Home Broadband. 數碼通電訊集團有限公司公布截至 2021 年 6 月 30 日止的財年業績。回顧年度內， 股東應占利潤為 4.45 億港元，主要由於核 心本地業務穩健、提升生產力，以及改善 網絡效益。本地服務收入（不包括漫游業 務）比上年度增長 2% ，主要受多項因素 推動。首先，客戶轉用數碼通 5G 服務的方 SUNeVision announces 2020/21 annual results SUNeVision Holdings Ltd. announced its final results for the year ended 30 June 2021. During the year under review, revenue from continuing operations increased 9% year- on-year to HK$1,874 million. EBITDA from continuing operations rose 15% year-on-year to HK$1,360 million. Underlying profit for the year attributable to owners of the company increased 11% year-on-year to HK$788 million. The directors have proposed the payment of a final dividend of HK19.4 cents per share, 11% increase year-on-year. The COVID-19 pandemic has accelerated the process of digitalisation for both businesses and consumers, and together with an increasing adoption of cloud services in Hong Kong, have led to a higher demand for SUNeVision’s data centre services. There are two areas in particular where the company sees continued growth for data centre services. Firstly, the increased need for video conferencing, e-commerce, gaming and other online applications during the pandemic has increased the demand for 'connectivity' capacity. Secondly, the demand 新意網公布 2020/21 年度全年業績 for 'hyperscale' capacity has increased, primarily because cloud adoption has stepped up in Asia. Looking ahead, SUNeVision has a robust pipeline for growth. The first phase of the new MEGA IDC data centre in Tseung Kwan O (TKOTL 131), the new MEGA Gateway data centre in Tsuen Wan (TWTL 428), and the first phase of the new MEGA Fanling data centre in Fanling will be ready-for- service in 2022. MEGA Fanling, SUNeVision’s eighth data centre, is already fully committed and will be occupied by a single cloud customer. SUNeVision’s footprint will grow from the current 130,100 square metres (1.4 million square feet) to nearly 278,700 square metres (3 million square feet) of gross floor area over the next few years. In terms of power capacity, it will quadruple from 70MW now to 280MW when the facilities in all three new sites are fully opened. 新意網集團有限公司公布截至 2021 年 6 月 30 日止全年業績。年內來自持續經營業務的收 入較去年上升 9% 至 18.74 億港元。持續經 營業務的 EBITDA 較去年上升 15% 至 13.6 億 港元。年內公司股東應占基礎利潤按年上升 11% 至 7.88 億港元。董事會建議派發末期 股息每股 19.4 港仙，較去年上升 11% 。 疫情加速了企業及消費者的數字化進程。同 時，香港的雲端服務應用逐漸普及，帶動新 意網旗下數據中心服務的需求，其中兩大領 域獲得持續增長。其一是疫情期間對視頻會 議、電子商務、游戲及其他網上應用程序的 需求增加，帶動網絡連接容量的需求攀升。 其次，亞洲地區的雲端服務應用日益盛行， 大力推動“超大規模容量”的需求。 展望未來，新意網有穩健的發展規劃以 推動增長。將軍澳新數據中心 MEGA IDC （ TKOTL 131 ）第一期、荃灣新數據中心 MEGA Gateway （ TWTL 428 ）及粉嶺新 數據中心 MEGA Fanling 第一階段可於 2022 年投入服務。 MEGA Fanling 為新意網第八 個數據中心，設施已由一間雲端服務公司 全面承租。未來數年，新意網的總樓面面 積會由現在的 130,100 平方米（ 140 萬平方 呎）擴充至近 278,700 平方米（ 300 萬平方 呎）。待三個新項目的設施全面啟用後， 電力容量將由目前的 70 兆瓦增至四倍，達 280 兆瓦。 向令人鼓舞，而其中 5G 服務收費較 4G 為 高。此外，隨着企業日趨數碼化，企業 應用方案業務也開始回升。第三，數碼 通 5G 家居寬帶業務也取得了可觀增長。 另外，客戶人數維持在 270 萬人，月費計 劃客戶流失率處於 0.8% 的低位。 數碼通於 2020 年 5 月推出 5G 服務。時至 今日，其 5G 網絡覆蓋全港 99% 人口及所 有港鐵路線、主要道路、高速公路及隧 道，並繼續擴大至郊野公園及遠足徑。 根據國際測試機構 nPerf ，數碼通的 5G 網絡覆蓋為全港最佳。 2021 年 5 月，數 碼通開設 5G Lab ，以加強各界對 5G 技術 發展的認識，並展示 5G 基建如何推動發 展。隨着更多運用 5G 技術的應用程序面 世，預期未來將有重大的商機湧現。 盡管未來數月本地的營商環境仍然充滿 挑戰，數碼通仍預見許多帶來收入的新 機遇，包括客戶逐步升級至 5G 服務的 趨勢加快、企業應用方案的增長持續加 快，以及如網絡安全及 5G 家用寬帶等其 他新服務及方案的推出。 15