SHKP Quarterly

SmarTone Telecommunications Holdings Limited reported that for the six months ended 31 December 2023, service revenue, with the exclusion of Mobile Virtual Network Operator (MVNO), SMS and prepaid services, grew 3% amid intense market competition and a sluggish economy. Profit attributable to equity holders was $246 million. During the period, roaming revenues recovered strongly, growing by 64% year on year, given the resurgence in outbound travel. By December, roaming revenue reached 86% of that of the pre-pandemic level, reflecting a consistent quarter over quarter increase since the resumption of travel. The growth was driven by strong demand for SmarTone’s data-roaming products among its premium customers. In addition, SmarTone’s 5G Home Broadband emerged as a material driver of growth. The offering represents an advantageous alternative for households lacking fiber connectivity, and provides a faster, more affordable and more convenient service. Looking ahead, notwithstanding the challenging operating landscape, SmarTone is committed to delivering unparalleled customer service and outstanding network reliability. SmarTone aspires to be a “trusted partner in digital life” for its customers, enabling them to enhance productivity, personal enjoyment and privacy through the use of new technologies and digital applications. 數碼通電訊集團有限公司公布截至 2023 年 12 月 31 日止六個 月，儘管市場競爭激烈及經濟疲弱，撇除流動虛擬網絡營辦 商、短訊及預繳服務的收入，服務收入仍然增長 3% ，而股東 應佔溢利則為 2.46 億港元。 期內出境旅游復甦令漫游收入強勁回升，按年增長 64% 。截 至 12 月止，漫游收入已回復至疫情前水平的 86% ，自恢復旅 游以來持續錄得按季增長。此增長趨勢由高端客戶對數碼 通數據漫游產品的強勁需求所帶動。數碼通 5G 家居寬頻服 務現已成為公司的重要增長動力來源，以速度更快、收費更 低和更方便的服務，為沒有光纖網絡覆蓋的家庭提供更具 優勢的選擇。 展望未來，儘管環境仍然充滿挑戰，數碼通將繼續專注加強 優質客戶服務及超卓穩定的網絡體驗性，致力讓客戶盡享嶄 新科技和數碼應用帶來的便利，藉此提升生產力、平衡個人 娛樂需要及個人私隱，進一步成為客戶「值得信賴的數碼生 活伙伴」。 SUNeVision Holdings Ltd. announced that for the six months ended 31 December 2023, SUNeVision’s revenue increased by 16% year on year reaching HK$1,290 million, primarily driven by price increases and enhanced power usage by customers. EBITDA rose by 12% year on year to HK$899 million, and profit attributable to shareholders increased by 1% year on year toHK$435million. In the second half of 2023, SUNeVision registered robust demand from connectivity and hyperscale customers. With the recent landing of the Asia Direct Cable (ADC), there has been an increase in the number of cross-connections within SUNeVision’s data centres, a trend that is poised to bolster operations further as ADC’s usage intensifies. Additionally, the introduction of new subsea cables in the next few years is expected to enhance SUNeVision’s service offerings and infrastructure capabilities. There has also been a marked increase in demand for SUNeVision’s “hyperscale” data centres. In some locations, SUNeVision has seen substantially more demand than supply and is consequently prioritising investments to increase power capacity to satisfy customer demand. Looking ahead, construction of Phase 1 of MEGA IDC has been completed, and it will be ready for move-in by the end of March. The high-quality capacity of MEGA IDC will serve its customers as they grow their business with AI advances. While the external environment remains uncertain, and especially if interest rates remain elevated, SUNeVision will closely align its capital allocation and cost structure with customer demand andmaintain gearing prudently to ensure it drives long-term shareholder value. 新意網集團有限公司公布截至 2023 年 12 月 31 日止六個月， 受客戶的價格及電力用量增長所帶動，新意網期內收入按 年上升 16% 至 12.90 億港元， EBITDA 按年上升 12% 至 8.99 億港元，公司股東應佔溢利仍按年上升 1% 至 4.35 億港 元。 2023 年下半年，新意網的網絡連接客戶和超大規模客戶需 求強勁。隨著亞洲直達海纜 (ADC) 最近登陸，新意網數據 中心內的光纖互連網線數量有所增加，隨著 ADC 使用量的 增強，這趨勢將進一步有利新意網的營運。此外，新的海底 光纜在未來幾年內引入，預計將豐富新意網的服務產品和 增強基礎設施能力。「超大規模」數據中心的需求也顯著 增加。在新意網的一些地點，需求遠遠大於供應，因此新 意網正在優先進行投資，以增加電力容量來滿足客戶的需 求。 展望未來， MEGA IDC 第一期工程竣工，將於三月底投入 服務。同時，隨著人工智能的發展， MEGA IDC 的高質量 的容量將 為 客戶的業務增長提供服務。雖然外部環境仍不 明朗，尤其是利率持續走高，但新意網將根據客戶需求密 切調整資本分配和成本結構，並保持謹慎的資產負債率， 以確保提供長期的股東價值。 SUNeVision announces 2023/24 interim results 新意網公布 2023/24 年度中期業績 SmarTone announces 2023/24 interim results 數碼通公布 2023/24 年度中期業績 17