LET GROUP二零二三年中期报告

2 4 6 33 34 36 39 42 43 45 108 168–200171705 Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3, Building DP.O. Box 1586Gardenia Court, Camana BayGrand Cayman KY1-1110Cayman Islands 1617 P.O. Box 31119,Grand Pavilion, Hibiscus Way802 West Bay RoadGrand Cayman KY1-1205Cayman Islands202327 www.letgroupholdings.com (852) 2598 1180(852) 2598 1185ir@letgroupholdings.com China Banking CorporationUnion Bank of the Philippines PJSC Bank PrimoryePJSC SberbankAlfa-Bank 1383 LET Group Holdings LimitedLETWestsideCityWestside City2024 20228LET Westside CitySuntrust Resort Holdings, Inc.LET LETLETX Lifestyle L (Leisure)E (Entertainment)T (Taste)Westside City 2023EBITDA LETWestside City LET LET Group Holdings Limited 20236302023584.72022253.0EBITDA21.02022630202250.6 2023(i)28.7(ii)124.1(iii)413.2 202377.5%182.0197.0 EBITDA 2023190.92022190.40.50.3%2023 i)–51%Suntrust ResortHoldings, Inc.SuntrustSuntrustWestside City2024Suntrust2023 ii)–69.66%202377.5%182.02022177.9 iii)–202363078%75% iv)–20236302023 2023202343.2202281.998.6 2023 2023Suntrust 20232023Suntrust20222022 2023630 34%202062820232023124.12022160.32023630202212312022 2021123150%64,955,799507,086,000AAA 34,045,000263,849,000BB1.5% 2020730,000,000232,500,000CC14%1220222282022228CC202222820223125% 2023317ABC114,800,000895,400,0002023319 202312 20221231 2023138.1207.567.6202263018.29.819.3 2023(i)(ii)(iii)2023 202320222023 2023(i)(ii)95.3%202263093.4%4.7%20226306.6%2023 2023630874.0202212311,036.8 20236306Suntrust150.020221231400.02023 24%20221231(i)18%(ii)13% 202363056.047.05.5%20221231 2023630171.420221231216.4(i)71.72.4%2023721(ii)99.7 19.92022123119.10.2202212310.2 202363020221231628.4 20236307.6%2022123129.3% 20236301,314.8202212311,382.4668.3202212311,317.8 20236306,000.0202212316,000.05,408.0202212315,408.0592.020221231592.0 2023127500,000,000SA10,000,0002023510SA20231272023510 2023630150.06,564.4150.02023720237 20221231400.06,506.1400.02023320233 20236300.5202212310.5 202363071.72022123177.7248.120221231268.7 2023630146.2202212311 202363020221231Hoi An South Development LimitedHASD34%HASD 2023630Hoi An South Investment Pte. LimitedHASD68%HASD66%HASD 20221231Hoi An South Investment Pte. LimitedHASD68%HASD66%HASD 2023230.186269,000,0002023 20232023224269,000,00020233.88% 2023232023224 2023224202348,683,0002023630 1.18,576,00019,000,000424,000 2.SA202351010,000,000SA 2023630 25 i)2023428220,19427,000,000211,950,0001,000,0007,850,000 202373120237311,700,00013,350,00020234282023731202384 2023630 ii)2023518Solid Impact Limited(i)AA142,800,000(ii)Joyful Award LimitedBB137,200,000(i)(ii)ABMSRD CorporationLimitedMSRD51%51%49%108,799 14B14A 1469.66%14A14A 20236302023714AB100% 202351820237142023628 2023 20236301,071202212311,079202397.2202263078.3 20232022630 30 2023(i)Suntrust(ii)(iii)(iv) (i)Westside City 20191028Suntrust 51%WestsideSuntrust202054SuntrustSuntrustWestside20191028SuntrustSuntrustWestside City2019102920191125202012020202232020330202054202061520207232020326 2020529SuntrustSuntrust7311Suntrust1.1SuntrustSuntrustSuntrust74.42%Suntrust7,250,000,000Suntrust2020529 202061SuntrustSummit Ascent Investments LimitedSAInvestmentsSA Investments56847.06%8%5Suntrust202020202020814 202012SuntrustSA Investments2020 20201218SuntrustMegawide Construction CorporationMegawide20201113Megawide20,000,000,0003,211.0(i)(ii)2021211 2021223SuntrustSA InvestmentsSASA InvestmentsSuntrust120.0930.0SASA6%SASA20215SuntrustSASuntrustSA202122320214202021326 2021817202191720211017SA202181820219182021918202110182021101820211118SA InvestmentsSA2022718SA InvestmentsSA202192020211026 2021920SA InvestmentsSuntrustSuntrustSA Investments6410SA InvestmentsSuntrustSASA InvestmentsSASA InvestmentsSA InvestmentsSuntrust128.464995.1SA120.0930.020227188.465.1202192020211026 2022610642022SuntrustSA Investments2022610127.7120.9120.92022613 202368Suntrust2023682023726Suntrust25036SuntrustSuntrustSA InvestmentsSuntrust (1)SA Investments SuntrustSuntrustSA Investments(i)202020221230336,000,000(ii)20222023610382,900,000SA Investments 2023726SA InvestmentsSuntrustSuntrustSA Investments1.1013,511,100,0001,930,000,00022023SA InvestmentsSuntrust20232023Suntrust202320202022(a)SASA(b)SASASuntrust202020222023SA 20202022202020228.0%202212302023610SuntrustSA InvestmentsSA Investments6.0%202220202.0%2023 SuntrustSuntrust2023 2023 75%SuntrustSA Investments20232023 2023SuntrustSuntrustSuntrustSA Investments2023100%202320236%Suntrust2023202320236%2023 (2)2023SA SuntrustSuntrust20,000,000155,000,0002023930CRA2023726SA InvestmentsSuntrust2023SASA InvestmentsSuntrustSuntrust20,000,000155,000,0006.0%SuntrustCRA (3) SA InvestmentsSuntrustSA Investments(a)(i)Suntrust202020222023(ii)SuntrustSA InvestmentsSAInvestmentsSuntrustSA(b)SA InvestmentsSuntrust(c)Suntrust SA Investments20237262023728SA InvestmentsSuntrustSuntrustSuntrustSA InvestmentsSuntrustSuntrustSA InvestmentsSASA Investments 2023726SuntrustSA Inv