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电讯盈科2023年中期报告

2023-09-07 港股财报 曾阿牛
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4 13 23 29 30 59 over-the-topOTT 2023 over-the-topOTTViuEBITDAViuCANAL+Viu Tap & Go Wi-FiHKT ViuTV 5G1205000MFTTH2500M HKT Enterprise Solutions5G 20238 3 2023 3.9ViuTV300 Viuover-the-topOTT9.71Viu6,5501,100AVODSVODViuViu20231 5G1205G1275Gcsl1O1O 5G Viu Original2ViuViu Scream Dates 5000MFTTH2500M FTTHARPU10G5GWTTHFTTH ViuCANAL+3ViuCANAL+ViuViu Now TV4KU21FIFANow TV Tap & GoTap & GoWeb3 TeenHKTInnovation Lab 10G5G Smart Charge2050 HKT Enterprise Solutions5G Wi-FiUSB EMSMPLSSD-WANEMS 20238 3 Cable & Wireless HKT Limited 58201052022320074 5619998 Mox Bank Limited 19999Cable & WirelessHKT Limited242006920074201111201882018520211220097201111 201111 20011960199820022003201720182019 GBS 4920238 85200992011320113 199620096AIG200120096AIGLife Insurance200020096200520154AIA Philippines Lifeand General Insurance Company Inc.The Philippine American Life and GeneralInsurance (PHILAM LIFE) CompanyAIGPineBridge Investments Asia LimitedBridge Holdings Company Limited2004620147 5220111120125 52202112 50202112 202011IVision Knight Capital (China) Fund I, L.P.20072011B2B20072012620002002Kingfisher plc2002200620032006 200820172000200420042008 1998200019951998500.com LimitedInforma PLCUBM plcBlueCity Holdings LimitedFangdd Network Group Ltd.OneSmartInternational Education Group Limited2010FinanceAsiaVision Deal HK AcquisitionCorp.Polestar Automotive Holding UK PLC 200312Wockhardt LimitedMax Financial Services LimitedEmaar MGF Land LimitedJet Airways (India) LimitedCairn India LimitedVedanta Resources plcTata Consultancy Services LimitedVedanta LimitedGodrej ConsumerProducts LimitedTata Steel LimitedING Groep N.V. 7620042 200312 1946196719851991 61201232013620234 19981999 Good Harbour Finance Limited1988Weatherite ManufacturingLimited2000 Bryce Wayne LEE Lars Eric Nils RODERT Rodert62201211 5820125 2011Silver LakeSilver LakeForbes RodertÖstVäst Advisory AB202111Brookfield Asset ManagementReinsurance Partners Ltd.Brookfield Property Partners L.P.20102013Brookfield Infrastructure Partners L.P.Brookfield Property REIT Inc.BrookfieldAsset Management Inc.20217RodertSamhällsbyggnadsbolaget i Norden AB(publ)Inter IKEATreasurySEBAsset ManagementRodert Carbon, Inc.Eka SoftwareSolutionsPeloton Computer Enterprises MuhseenNational Council forEconomic Development2004TAFREN Sharhan Mohamed MUHSEEN MOHAMED David Christopher CHANCE Chance6620131120131120229 Muhseen4820232 Muhseen Muhseen ChanceThe Really Useful GroupLimitedModern Times Group MTG ABNordic EntertainmentGroup AB20032011Top Up TV Ltd.19931998British Sky Broadcasting Group plcITV plcO2 plc MuhseenCBC Finance LimitedPlatinum Advisors Pte. Ltd.Commercial Bank of Ceylon PLCAmãna Takaful LifePLCGestetner of Ceylon PLCDavid Pieris Holdings(Private) LimitedCanaryWharf Holdings Pte. Ltd.H2O ONE Muhseen20Muhseen1,000 •168.50 ○164152.47○OTT9.71○3.90 •EBITDA56.31 ○EBITDA60.09○OTTEBITDA1.65○EBITDA8,300 •CANAL+3Viu •4.86 •9.77 ViuCANAL+3Viu 2023 over-the-topOTT20236 30OTT9.71ViuViuViu OriginalOTTEBITDA1.65 20236 303.90EBITDA8,300 164152.475GEBITDA60.09 168.50EBITDA56.314.86 20236 309.77 1EBITDAEBITDAEBITDA 2 3 4EBITDA 20236 30 5ITS6 6ITSIT80%20228 Wi-FiNow TV81.59 202320236 30 20236 3038.155G202362023620235G20236 3012049.68EBITDA21.94 116.85EBITDA42.19 20236 30152.47164 EBITDA60.09 20236 3032.05 EBITDAEBITDA20238 22023 19.5225.77 20236 3024.29432.05 20236 30OTT9.71ViuOTTViu6,550AstroShoprite20236 301,100 Viu OriginalViu Scream Date3Viu Scream Date OTTEBITDA1.65 Viu OriginalViu13Media Partners Asia2ViuViu Original ViuCANAL+Viu3Viu 20236 303.90 2022ITS620236 303.69EBITDA2.94 2023ViuTVHKTOne Love Asia Festival 20236 3012.809.93 2023ViuTV300 20236 30EBITDA8,300 ViuTV 20236 3082.79 EBITDA1 20236 30EBITDA56.31OTTEBITDA 20236 3029.2721.1220236 30 20236 302.18 20236 308,70011.5320236 306.7810.66 20236 3038.0710.197.38 20236 301.02 20236 3067.34 20236 303.624.74 CAS HOLDING NO. 1 LIMITEDHONG KONGTELECOMMUNICATIONS (HKT) LIMITED 20236 308.8020226 309.01 20236 30CAS Holding No. 1 LimitedMoody’s Investors ServiceMoody’sS&P Global RatingsS&PBaa3BBB-Hong Kong Telecommunications (HKT) LimitedMoody’sS&PBaa2BBB 20236 301.18202117.504 3 20236 3011.4120226 3011.9920226 3020236 3020226 30 20236 304.8620226 301.94 5G2022 20236 302515.97202212 31498.9920236 3025.63202212 3131.25 5G 20236 30488.11207.19332.11108.19 20236 302202212 31 2023630 20236 302516,20020226 3021,200EBITDA 20236 30202212 31 20238 2220236 309.7720226 309.5620239 6 20236 30 1 3420221231 202383 2410 20221231622436 622662(3)6320221231 622406(2)407(2)(3) 34 20221231 20221231202311 1 202311 8121717 202363047.86(i)10.3512(ii)16.902023630207.1912 2 AA2022614AITITS2022812 52022630ITSITS a. 20236 30 2 2022630 2022630 3 over-the-topOTT ITS 2022630iITS2ii EBITDAEBITDA 3 3 EBITDA 4 5 20236 30 6 2022 7 a. 202383202312319.77 7 8 20236 30 9 8,700202212316,600 30 10 11 a.202263