第一太平2023年中期报告

2023年中期報告 第一太平 ■■■ ■■■■ ■■■ PT Indofood Sukses Makmur TbkIndofoodPLDT Inc.PLDTMetroPacific Investments CorporationMPICIndofoodIndomiePLDTMPICMPIC PacificLight Power Pte. Ltd.PLPPhilex Mining CorporationPhilexPXP Energy CorporationPXPRoxas Holdings, Inc.RHIPLPPhilexPXPRHI 2023825IndofoodPLDTMPIC FPM Power Holdings LimitedFPM PowerPhilexPXPFP Natural Resources LimitedFP Natural Resources50.1%25.6%46.1%68.7%(1)31.2%(2)35.7%(2)(3)80.9%(4) (1)Manila Electric CompanyMeralcoFPM Power 8.7%(2)Two Rivers Pacific Holdings CorporationTwo RiversPhilexPXP15.0%6.7%(3)PhilexPXP 14.0%(4)Indofood Agri Resources Ltd.IndoAgriFP Natural Resources 10.9%FP Natural ResourcesRHI 32.7%First Agri Holdings CorporationFAHCRHI30.2% 目錄 2427353642686971737475 3.456億美元43% 54億美元7% 3.008億美元14% 37億美元11% 15億美元16% 271億美元6% 15%3.487億美元 按國家分類 43%菲律賓6%1.478 39%印尼10%1.372 18%新加坡63%6.37 按行業分類 21%電訊1%7.34 36%消費性食品5%1.272 41%基建45%1.43 2%天然資源48%5.1 1.429 3.578 1.35 13 4.5 3.46 五年數據 202120222023PLPMPICIndofood15%3.487 透過自願退市之收購要約將MPIC私有化 20234 26Metro Pacific Holdings, Inc.MPHIGT Capital Holdings,Inc.Mit-Pacific Infrastructure Holdings CorporationMIG Holdings IncorporatedMPIC4.630.08MPIC 2023734.630.085.200.09 5489.86MPIC100%MPIC1,49227 202388MPIC77%MPIC1%(Amended Voluntary Delisting Rules)2023892023972023919 202382499.99%MPHI MPICMPIC95%MPIC 資本管理 中期分派10.5 1.35202210.51.35 信貸評級 20236Baa3BBB- 債務組合 2023630153.81349%20224.8%5.3% 2023418103.578 20238253.574.3752027911 營運現金流及利息比率 202320225.891.31.361 2.293.512023630124.5 外匯對冲 展望 202362021MPICPLPMPICMPIC Indofood2023Bogasari Indofood10%1.37220221.244 債務組合 2023630Indofood2022123166.14266.44429%12202472052423%77% 20236PT Indofood CBP Sukses Makmur TbkICBPBBB-Baa3 額外投資 2023112023630Indofood2.3Indofood Agri Resources Ltd.IndoAgri7050IndofoodIndoAgri72.4% 品牌消費品 6020100 Indofood12350 90 18 Indofood2.5 20236%34.32316.8%21.5% BogasariBogasari44.4Bogasari 5%15.8118.0%6.4% 農業 IndoAgriPT Salim Ivomas Pratama TbkPTPerusahaan Perkebunan London Sumatra Indonesia TbkIndoAgriCompanhia Mineira de Açúcar eÁlcool ParticipaçõesCMAA36.2%Bússola Empreendimentos e Participações S.A.30%70%Roxas Holdings, Inc. 202365%7.65.0396%35%31.38.319.0%8.2% 種植園 2022293,23283%IndoAgri1913%77.2 17%4.73.121 5%1.25%30.920.7% 202211%132,80053%CMAA 食用油及油脂 1.7 20233%5.93.9473.0%5.6% 分銷 IndofoodIndofood 26%3.62.413Indofood8.5%7.3% 展望 IndofoodIndofood Indofood 2023PLDT PLDT1%7.3420227.35.3% 資本開支 202311%4087.394202248% 20236PLDT1.726.118,000PLDT1.1231,000885,000Smart73,8004G/LTE38,8005G4,700PLDT3G4G/LTE5G97% Brand Finance2023PLDT26PLDT 債務組合 PLDT20222,257402,533462.252.482,519452,703496.715%5%62%202753%20224.04%4.32% 20236PLDT(Baa2)(BBB) 中期股息 202383PLDT490.892022470.85202391202381760%PLDT 按業務部門分類的服務收入 PLDT82%4%775142%3656.6155%2614.737%1252.26513%244.35 20233%3015.45511%2574.65785%PLDT 2023PLDT3.1 PLDTOokla Speedtest Awards 2022PLDT202286.52Ookla® 20235PLDTMuntinlupa(Smart Home)(Experience Hub)PLDT Home FiberPLDT Home Fiber Unli AllCignal TVPLDTSmartTNT PLDTPLDT 2%2324.20413%7% PLDT ePLDT11VITRO Sta. Rosa2024ePLDT12100 20234027.28586%202283%4%3456.25215%2,389(petabyte)3.96 PLDT202366.36.09 SmartOokla®20232022 2023892023SmartSmart LivestreamAppGilas Power 399 金融科技生態系統 PLDTMayaMaya Maya Business 1-2-3 Grow BundleQR PHMayaMaya CreditMaya Pay in 4Maya Personal LoansMayaFlexi LoansNegosyo AdvanceNegosyo InstaCash 2022420236Maya2.32504.5291001.812 可持續發展 PLDTPLDT5PLDTSmartBrand FinancePLDT 2.22(Sustainability Perceptions Value)Brand Finance PLDT(Global Compact Network Philippines)Planet PillarPLDTPLDT PLDTLGBTQIA+ Pride MonthPLDTSmartPhilippine Business Coalition for Women Empowerment(Workplace GenderEquality)1578ATRIEVTikTokBuy Local BazaarPLDTSmart PLDT 展望 2023PLDT2023PLDT335340800850 MPIC2023 MPIC33%7.9320225.975.3% 債務組合 2023630MPIC20223546%2,61847 87%82%MPIC20226.12%20236.01%20232037 資本管理 中期股息 MPIC0.050.09202391520239114%202214% 額外投資 202326MPICMetro Pacific Agro Ventures, Inc.MPAVAxelum Resources Corp.ARC31.33%48.28.83MPAVARCARC 259.2ARC 2023324Metro Pacific Health CorporationMPH1.73.1HowardHubbard Memorial HospitalHHMH93.4%HHMHPolomolok95DolePhilippines, Inc. 202355MPIC203.62Solar Philippines Power Project Holdings, Inc.SPHSP New Energy CorporationSPNEC16SPH2023328MPICSPNEC17443%SPNEC 2023519MPIC1.983.6Carmen’s Best GroupThe Laguna Creamery, Inc.TLCI51%Carmen’s Best Ice CreamHolly’s Milk 202373MPH9.7841.77Medical Center ImusMCI70.4%MCICavite90 電力 Meralco2,240.120271,500 3%24,792202335%37%28%1%10%2% Meralco13%2,248413%7.7 1412.559 MeralcoMGen7,39820227%BarasCurimao 可再生能源Meralco20271,500MGen 20271,500 MGreenRizalBaras7567.520234IsabelaCordonNueva EcjiaBongabon4918.75 收費道路 Metro Pacific Tollways CorporationMPTCNorth Luzon ExpresswayNLEXManila-Cavitex TollExpresswayCAVITEXSubic Clark Tarlac ExpresswaySCTEXCebu-Cordova Link ExpresswayCCLEXCavite-Laguna ExpresswayCALAXPT Nusantara Infrastructure TbkCII Bridges and R