第一太平2024年中期报告

2024年中期報告 PT Indofood Sukses Makmur TbkIndofoodPLDT Inc.PLDTMetroPacific Investments CorporationMPICIndofoodIndomiePLDTMPICMPIC PacificLight Power Pte. Ltd.PLPPhilex Mining CorporationPhilexPXP Energy CorporationPXPPLPPhilexPXP 20248 23IndofoodPLDTMPIC FPM Power Holdings Limited FPM PowerPhilexPXP50.1%25.6%46.3%68.8%(1)31.2%(2)35.7%(2)(3) (1)Manila Electric CompanyMeralcoFPM Power 8.8%(2)Two Rivers Pacific Holdings CorporationTwo RiversPhilexPXP15.0%6.7%(3)PhilexPXP 14.0% 737475 686971 2024 5.7920233.76 1.54202310.51.3514% 2024630153.573.54.37520279111348%20235.4%5.6% 202420231.3614%1.415PLPMPICPLDT 3.517%3.742024630124.3 Indofood2023PLDT350MeralcoMPTCMPICMaynilad2024PLPPhilex 業務回顧 Indofood2024 Indofood22%1.67620231.372 2024630Indofood2023123164.54214%73.44534%12202572052422%78%202463012Indofood6.7 2024PT Indofood CBP Sukses Makmur TbkICBP20246ICBPBBB-Baa3 Indofood2024628202471020232671.620232571.72024726 2024112024630Indofood2.9Indofood Agri Resources Ltd.IndoAgri9070IndofoodIndoAgri202372.9%73.1% 6020100 Indofood12370 90 23 Indofood2.5 20247%36.82321.5%23.2% 20246Goguma BogasariBogasari44.4Bogasari 3%15.49.646.4%7.9% IndoAgriPT Salim Ivomas Pratama TbkPTPerusahaan Perkebunan London Sumatra Indonesia TbkIndoAgriCompanhia Mineira de Açúcar eÁlcool ParticipaçõesCMAA36.2%Bússola Empreendimentos e Participações S.A. 202467%74.393%16%30.278.2%13.4% 293,683202384%16%7.2 1%4.72.911 1%1.230.620.6% 202311%137,95958%CMAA 1.7 20241%5.83.646 IndofoodIndofood 3.62.2527.3%8.7% Indofood 業務回顧 PLDT2024PLDT PLDT2%7.4820237.34 202414%3516.129202341%34%PLDT PLDT202461.15900,000200,000PLDT1.871%91% Smart Communications, Inc.Smart5G4G97% 2024750780 PLDT20232,398432,527432.382,569462,654456.8515%5%65%202845%20234.58%4.9% 20246PLDT(Baa2)(BBB) 2024813PLDT500.852023490.892024911202482760%PLDT PLDT83%7%3896.7922624.5753%1542.689 20244%4197.31689%202386%11%14%8%3716.478202312313.94.05 Smart PLDT202466.0896% Smart2024LiveStreamSmart Sports 1%3005.2387%2764.81992%202385% 20242PLDT10Gbps 5SmartTNT SIM 20246PLDT3.3 PLDT4%2404.19172%202370%7%1743.038 ePLDTVITRO Inc.1011VITRO Sta. RosaVSR20247202420VSRPLDT Maya PLDTMayaMayaMaya202463043285.727Maya1.24688.172Maya2024Maya2024 MayaPLDTSmart PLDT2023(UNGC)(Communication on Progress)(FTSE4Good Index) Be Kind. Recycle.115SMPLDTSmart(the Department of Environment and Natural Resources)PLDT PLDT1eBiznovation2.11.2School-in-a–Bag61.111.6 PLDTPLDTSmart4002803.2 PLDT2024350PLDT2024 MPIC202420%1482.588MeralcoMPTCMaynilad MPIC28%1.01620237.93 2024630MPIC20233,160546%2,7424791%88%20236.14%20246.12%2024203757%2029 MPIC1%759132%6151090%20235.08%20245.39%20242032 MPIC 2024812MPIC0.100.1720230.050.09202491920249225%202314% 202431MeralcoMeralco PowerGen CorporationMGenAboitiz Power CorporationAP60%40%Chromite Gas Holdings, Inc.San Miguel Global Power Holdings Corp.SMGP67%Ilijan1,27820241,32020249MGenAPSMGP100%33MGen13 202456Metro Pacific Health CorporationMPHC132.27UHBI-ParañaqueDoctors Hospital, Inc.PDH63.8%PDHParanaque94MPHC2410 2024730Metro Pacific Agro VenturesMPAV7.141.22UniversalHarvester Dairy Farms, Inc.UHDFI100%UHDFIBukidnon Milk CompanyBukidnonMaramag1,000MPAV 202482MPTC254.37NLEX CorporationNLEX Corp.2.6%MPTCNLEX Corp.75.1%77.7% PT Jasamarga Transjawa TolJTT24.5%2024628MPTCPT Metro Pacific Tollways Indonesia Services MPTIS60.4PT Margautama NusantaraMUNWarrington Investment Pte. Ltd.WIPPT Jasa Marga(Persero) TbkJMKoperasi Konsumen Karyawan Jalin MargasejahteraKKJMJTT35.0%JTT15.759.6032,5001.52 JTT2017676Trans-Java Toll Road Segments1983133550204420661.5957% 202482298.3%MPTCJTTJM 20249MPTCJTT 24.5%JTT22.9%10.46.338 Meralco2,4041,50020301,500 Meralco6%2,37541Global Business Power Corporation202477%15%5%3% 9%26,954202436%37%26%13%10%2% 41%1993.481 20246MeralcoMGen2,404Global Business Power CorporationSan Buenaventura Power LimitedMGen Renewable Energy, Inc.PacificLight Power Pte. Ltd. 58.0% BarasCurrimaoMGen7,63320233% MPTCNorth Luzon ExpresswayNLEXManila-Cavite Toll ExpresswayCAVITEXSubic Clark TarlacExpresswaySCTEXCebu-Cordova Link ExpresswayCCLEXCavite-Laguna ExpresswayCALAXPTNusantara Infrastructure TbkCII Bridges and Roads Investment Joint Stock Company MPTC202418%1542.683NLEX Connector RoadCALAX4MPTC2%27%693,17511,203,631178,390 29981.706C5 South Link220246CandabaCALAX2024112025 MayniladMetroPac Water Investments CorporationMPWMPIC 2024Maynilad23%1642.8714%2024119.8% 21%1141.99 20247Maynilad6.861.17La Mesa Compound22025 MPIC2024 8302014 2024PLP26%4.7320236.37 88%202386%102023201020800830 20242,87520232,89394%202391%6%20239%PLP9.2%20239.5% 2024PLP17.421.48 2024630FPM Power1.781.40120286 2024PLP1.269.3320231.259.34 20245Energy Market Authority of Singapore25PLP 1002025 PLP2024729PacificLight Energy Pte. Ltd. PLEGoogleRexus Bioenergy Pte. Ltd.RExus10PLERExusGoogle RExus13.2(International Renewable EnergyCertificate) Sobono Bioenergy Pte. Ltd.Sobono BioenergyV8 Environmental Pte. Ltd.2026P