SHKP Quarterly

SmarTone announces 2022/23 annual results SmarTone Telecommunications Holdings Limited reported its results for the year ended 30 June 2023. Profit attributable to equity holders (excluding a provision for potential investment loss) was $470 million, an increase of 4% compared to that of the previous year, despite intense competition and a peak in spectrum cost. During the year, the mobile business remained resilient and service revenue grew 1%. SmarTone’s core mobile business continued to perform strongly and 5G penetration rate increased to 37% as at the end of July 2023. Roaming revenue grew 49% and reached 83% of pre- pandemic level as of July 2023. SmarTone Home 5G Broadband’s revenue registered over 100% growth. Benefiting from the accelerating demand for digitalization, SmarTone’s Enterprise Solutions revenue registered double-digit percentage growth. SmarTone continued to invest in network performance, and have undertaken initiatives to analyze network data using its proprietary machine-learning capability to enhance the individual’s user experience. To navigate the challenging macro environment, SmarTone will maintain a vigilant control on costs while investing resourcefully in growth areas. In support of the Government’s Smart City Blueprint, SmarTone will utilize 數碼通公布 2022/23 年度全年業績 SUNeVision announces 2022/23 annual results 新意網公布 2022/23 年度全年業績 SUNeVision Holdings Ltd. announced its final results for the year ended 30 June 2023. During the year under review, SUNeVision’s revenue increased 12% year on year to HK$2,346 million, driven largely by increased demand for data centre space from hyperscale customers, together with price increases for existing customers. EBITDA rose 12% year on year to HK$1,677 million. Profit attributable to owners of the Company increased 7% year on year to HK$905 million. MEGA-i remains a critical Asian hub, housing many global and regional internet players and telecommunication companies. SUNeVision continued to see strong demand for Hong Kong as a bridge connecting the mainland with the rest of the world. Asia Direct Cable (“ADC”), which will land at SUNeVision’s cable landing station in Chung Hom Kok later this year, has already started to bring additional traffic and business to MEGA-i. Rapid developments in Generative AI and its applications have driven an uptake in data centre capacity over the past year in the US. This trend will benefit future data centre demand and development. MEGA IDC, SUNeVision’s upcoming state-of-the-art data centre capable of housing the most demanding servers, will see the completion of Phase One (approximately 500,000 square feet of GFA and 50MW IT load) by the end of the year and will be ready for service early next year. Considering the resource requirements for new projects to fulfil upcoming business demand, as well as the persistent high-interest-rate environment, SUNeVision will rebase its dividend to reduce leverage and interest payments and continue to manage its balance sheet to 新意網集團有限公司公布截至 2023 年 6 月 30 日止全年業績。年內 收入按年上升 12% 至 23.46 億港元，主要受「超大規模」客戶對數 據中心空間的需求增加及向現有客戶提價所帶動。 EBITDA 按年上 升 12% 至 16.77 億港元。公司股東應佔溢利按年上升 7% 至 9.05 億 港元。 MEGA-i 仍是匯集多間全球及地區互聯網公司及電訊公司的關鍵亞 洲樞紐。作為連接中國內地與世界其他地區的橋樑，新意網繼續 看到對香港的強勁需求。亞洲直達海纜（ ADC ）將於今年稍後時 間在新意網位於舂坎角的海纜登陸站登陸，現已開始為 MEGA-i 帶來額外的流量和業務。於過去一年，生成式人工智能及其應用 發展迅速，因而提升美國數據中心的容量需求。此趨勢對數據中 心的未來需求及發展有利。新意網最先進並能夠容納要求最嚴 謹的伺服器之設施 MEGA IDC 將於今年年底完成第一期工程（約 500,000 平方呎樓面面積及 50 兆瓦電力容量），並於明年初啟用。 鑑於為滿足未來需求而發展新項目所需的資源，以及持續的高息 環境，新意網決定調整股息，以降低槓桿率和利息支出，並繼續 妥善管理資產負債表，確保維持具成本效益的資本結構。新意網 有信心，未來幾年對數據中心空間的需求將繼續保持健康增長， 並已經購置了足夠的土地來滿足未來四年的增長需求。 ensure a cost-effective capital structure. SUNeVision is confident that it will continue to see healthy growth in demand for data centre space in the coming years and has already acquired sufficient land to cater for the growth in demand for data centres for the next four years. its expertise in the Enterprise Solutions business, deploy the latest technologies and leverage its close partnership with its parent SHKP to accelerate the development of Smart City in Hong Kong. 數碼通電訊集團有限公司公布截至 2023 年 6 月 30 日止年度的業績。 儘管面對激烈的市場競爭及頻譜成本達至峰值，股東應佔溢利為 4.7 億港元（撇除潛在金融投資虧損撥備），較去年上升 4% 。 期內流動通訊業務仍錄得穩健的業務成果，服務收入上升 1% 。 數碼通核心流動通訊業務持續表現强勁，截至 2023 年 7 月止， 5G 服務滲透率達 37% ，漫遊業務收入增長 49% ，已達疫情前水平的 83% ，而數碼通 5G 家居寬頻收入亦增長超過 100% 。受惠於對數 碼化的需求日增，數碼通的企業應用方案業務於年內錄得雙位數 百分比增長。數碼通將持續投放資源提升網絡表現，並已推行多 項措施，利用獨有的機器學習技術分析網絡數據，務求提升每一 位用戶的網絡體驗。 數碼通將會審慎控制成本應對充滿考驗的宏觀環境，同時繼續積 極投資於錄得增長的業務範疇。為配合政府的《香港智慧城市藍 圖》，數碼通將會運用嶄新科技及與母公司新鴻基地產緊密合 作，透過企業應用方案業務加快智慧城市的發展。 17