LET GROUP二零二四年中期报告

24624252830313383 Lam Hung Tuan522025522025891111 2024年中期報告LET Group Holdings LimitedP.O. Box 31119,Grand Pavilion, Hibiscus Way802 West Bay RoadGrand Cayman KY1-1205Cayman Islands20232Citrus Grove, Ground Floor,106 Goring Avenue, George Town,Grand Cayman,Cayman Islands168–200171705Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3, Building DP.O. Box 1586Gardenia Court, Camana BayGrand Cayman KY1–1110Cayman Islands 27202491620241025 20253102024115202420241153102024115202411520242024115310202452202420248920242025310 LET Group Holdings Limited2024年中期報告31617Union Bank of the PhilippinesChina Banking CorporationPJSC Bank PrimoryePJSC SberbankAlfa-Bank 1383www.letgroupholdings.com (852) 2598 1180(852) 2598 1185ir@letgroupholdings.com LET Group Holdings LimitedLETWestside CityLET2023LETXWestside City202463087.4LETXLETX(GGR)2024LETLETX 2024年中期報告LET Group Holdings Limited4LETLETXWestside CitySuntrust Resort Holdings, Inc.SuntrustWestside CityPAGCOR202425.4%1,70930Suntrust Resort Holdings, Inc.SuntrustLETXSuntrust LET Group Holdings Limited2024年中期報告5Westside CityLETLET Group Holdings Limited LET 2024年中期報告LET Group Holdings Limited658.9302023(i)77.5%20242023172,475167,27517,43514,699189,910181,974––189,910181,9749,68618,977 202419.02024234.32024220.9–––– 63020242023584.7EBITDA9.720236(ii)185.3189.9EBITDA LET Group Holdings Limited2024年中期報告7EBITDA2024189.94.4% EBITDA202418,5697,061(835)150(234,299)3,23430,481185,3259,6862023182.02024 7.9 2024年中期報告LET Group Holdings Limited851%Suntrust202569.66%2024182.02024202398.62024 i)–Westside City2025630Suntrust2024ii)–77.5%189.92023iii)–202463020242024185.3202343.22024Suntrust LET Group Holdings Limited2024年中期報告92024Suntrust202334%2024234.3202420222021123164,955,799ABB1.5% 20242024630202062820242023124.16302023123150%507,086,000AA34,045,000263,849,000 2024年中期報告LET Group Holdings Limited1030,000,0002022228C2022228C895,400,00031,200,00020244181267.6(ii)(iii) 20207232,500,000CC14%122022228C20223125%2023317AB114,800,00020233192024418A243,400,00020232023138.1207.52024(i)2024 LET Group Holdings Limited2024年中期報告11202420242023100%2024202320246302024630202312311,172.7Bloomberg Valuation Services20246302024202463020246303114.671.420231231 20241,244.1202312311,210.981,099.355137.520231231612%56.046.65.5%2023123146.915.5720231221.32023123120.52.2 2024年中期報告LET Group Holdings Limited1268.820233127.5%202312311,501.912316,000.05,408.0202312315,408.012.0202312315,396.012311,172.7(1)SuntrustSuntrust(3)Suntrust 20246 308.81231202463031.0%20231220246301,580.4571.520231231257.720246306,000.0202320231231202412315,396.020246301,099.320235,819202312315,628(2)2024630137.52024630159 LET Group Holdings Limited2024年中期報告132023630150.06,564.4150.0202463020231231HASD20246 30202312 3168%HASD 20237Hoi An South Development LimitedHASD34%Hoi An South Investment Pte. LimitedHASDHASD66%2024630 1.2024Liability Company1172.2024(CCSPC)Suntrust3.20242024 2024年中期報告LET Group Holdings Limited23115G1 Entertainment20242192024222514SuntrustChina Communications Services Philippines Corporation2024514(CCSPC)332,264,950.12(ii)(CCSPC)(CCSPC)135,382,78720245142024516SuntrustGomeco Metal Corporation(i)10,294,582(ii)SuntrustGomeco6,689,080917,0005162024 14G1 Entertainment Limited1162024(i)45,516,000202451418,546,000517GomecoSuntrustGomeco26,068,000 LET Group Holdings Limited2024年中期報告1520246301,097107.820232024 202312311,098202463097.2202363028 2024(i)2019WestsideGroup, Inc.Westside20232023Suntrust 2024年中期報告LET Group Holdings Limited16(i)Suntrust(ii)(iii)Westside City102851%SuntrustWestside City Resorts World Inc.SuntrustSuntrust2020221WestsideTravellers International HotelTravellers202054i)3001,300ii)450iii)iv)1,00068Suntrust202368726Suntrust25036SuntrustSuntrustSA Investments2024630SuntrustSuntrustSuntrust87.4 LET Group Holdings Limited2024年中期報告1720246302024543.24,242.420246302024Suntrust(ii)2024EBITDA57202417339%202453627%2024202320232,41820239020243.1%202419%202463% 630SuntrustSuntrust202577.5%EBITDA652023202363.6%202420233852023779820.0%202418.3%20242,3612%7418%20233.7%17.4202378%202363043%202363030% LET Group Holdings Limited2024年中期報告19(iii)202463034%20205202420232024202447.58.8%2024EBITDA10.1EBITDAEBITDA 20206281,000202451.72023EBITDA5.620232024630202363032,35529,32119,34118,16651,69647,487(5,583)10,12921% 2024(a)2024MSRD(b)202420 2024年中期報告LET Group Holdings Limited630630MSRD108,79940100630100%40 20100%MSRD220,19450 LET Group Holdings Limited2024年中期報告2120242(PAGCOR)3032024162.81202332.8%202420246.4%88.899123PAGCOR4PAGCOR56789 GDP5.7%14,61025.4%20241,7092024480%520242,8226GDP20244.1%7–2024202358%90% Westside City20242025Westside City•300••••1,000Westside CityWestsideTravellers 6301,300450LET2,000 2024年中期報告LET Group Holdings Limited2220246302026LET LET Group Holdings Limited2024年中期報告2320245.2%20242024Ayala MallAlliance Global GroupWestside City Westside CityWestside City2025(CAGR)Westside CityMegaworldWestside City 10% (1)(2)(3) 2024年中期報告LET Group Holdings Limited4010069.6