Financial Data and Key Metrics Changes - The gross asset value as of June is approximately $5.6 billion, with three of the four core holdings being billion-dollar companies [4] - Recurring profit reached a record high of over $375 million, reflecting an 11% increase [7] - Turnover saw a slight increase, while contribution from operations rose by 8% to over $400 million [6] - Interest expenses decreased by 10% to $35 million due to declining interest rates [7] - Recurring EPS increased by 10% [8] Business Line Data and Key Metrics Changes - Indofood reported record high revenues, with sales continuing to hit successive record highs since 2014 [12] - Indofood's EBIT decreased by 1%, while core profit increased by 2% [13] - Metro Pacific's contribution rose by 18%, driven by power and water businesses, with the water business benefiting from tariff increases [17] - PLDT's revenues and EBITDA reached record highs, although core profit faced slight declines due to competitive pressures [19] Market Data and Key Metrics Changes - The Philippines and Indonesia are identified as the fastest-growing regions, with GDP expected to double over the next twelve years [39] - Foreign exchange rates have shown a historical decline, impacting profit reporting in US dollars [40] Company Strategy and Development Direction - The company is confident in continuing earnings growth in the medium term, supported by essential services in defensive industries [8] - PLDT is focusing on leveraging its strong market position to enhance customer experience and drive growth despite increased competition [33] - Indofood aims to maintain market share and profitability while addressing input price pressures [13] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth outlook for Indofood despite current consumer confidence challenges in Indonesia [39] - The company anticipates a stable dividend income stream for the full year, supported by expected growth in profitability from NPIC and PLDT [48] - The competitive landscape in the telecommunications sector is expected to remain challenging, but PLDT's established network provides a strong foundation for growth [33] Other Important Information - The company has a strong focus on maintaining investment-grade credit ratings, with stable outlooks from both S&P and Moody's [12] - The upcoming IPO for a subsidiary has been delayed due to internal decision-making processes among cornerstone investors [80] Q&A Session Summary Question: What is the impact of the new telco bill on PLDT? - Management indicated that while the new bill opens the market, PLDT's established network and brand position will allow it to leverage growth opportunities despite increased competition [32][33] Question: Which companies are benefiting from AI spending? - Companies involved in data centers and power generation are expected to benefit indirectly from increased AI-related power demand [34][36] Question: What is the outlook for Indofood given weak consumer confidence in Indonesia? - Despite low consumer confidence, the overall economic growth forecast for Indonesia remains positive, supporting Indofood's outlook [39] Question: What is the status of the holding company cash flow and dividend income? - The decline in dividend income was attributed to timing differences, with expectations for recovery in the full year [46][48] Question: What is the expected CapEx for the new power project? - The total project cost for the new 670 MW CCGT plant is estimated at around $900 million, with equity requirements spread over several years [62]

第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com 企業管治委員會之 職權範圍 1. 成員 2. 會議次數及程序 1 i. 所有企業管治委員會（「委員會」）之成員（「成員」）均須由第一太平有限 公司（「本公司」）之董事會（「董事會」）委任，並須包括最少三(3)名成員。 ii. 大部份成員均須為獨立非執行董事。 iii. 委員會主席（「主席」）須由董事會委任，並須為本公司之獨立非執行董事。 iv. 所有成員均由董事會委任，並可由董事會全權酌情決定免任。董事會可 不時根據香港聯合交易所有限公司證券上市規則（經不時修訂）（「上市 規則」）或其他適用規則之規定而更改委員會的組成。 v. 公司秘書或其所指派者將擔任委員會秘書一職。 i. 委員會每年須最少召開兩次會議，並可於委員會認為適當時舉行額外 會議，以履行其責任。 ii. 會議所需的法定人數為任何兩(2)名成員，其可透過親身出席或以電話 會議或參與會議的所有人能聽到對方發言的類似通訊設備的方式參與 會議。 iii. 委員會會議之程序須受本公司之公司細則第125條至第130條之條文所管 限 ...

第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com 提名委員會 職權範圍 1. 目標 第一太平有限公司（「本公司」）提名委員會（「委員會」）之設立乃為協助本公 司董事會（「董事會」）處理有關董事委任及免任的事宜，制訂提名政策以供董 事會考慮，實施董事會已批准的提名政策，以及處理控股股東對董事會組成 之影響的事宜。 1 2. 成員 i. 所有委員會成員（「成員」）均須由董事會委任，並可由董事會全權酌情 決定免任。 ii. 委員會須包括最少三(3)名成員，大部份須為獨立非執行董事，以及至 少一名成員須為不同性別。 iii. 委員會主席（「主席」）須由董事會委任，並須為獨立非執行董事。 iv. 董事會可不時根據香港聯合交易所有限公司證券上市規則（經不時修訂） （「上市規則」）或適用監管機構可不時指明的其他守則、規則及規例之 規定而更改委員會的組成。 v. 公司秘書或其代名人將擔任委員會秘書一職。倘若秘書並無出席，則其 代表或任何一名成員須擔任委員會秘書。 3. 會議 委員會每年須最少召開一次會議。此外，主席可按其酌情權決定召開額 外會議， ...

Financial Performance - First Pacific's gross asset value reached $5.6 billion[8] - Recurring profit increased by 11% to a record high of $375.4 million compared to $339.1 million[19] - Net profit rose 41% to $391.2 million from $277.8 million[19] - The Board approved an interim distribution of 13.0 HK cents (1.67 U S cents) per share[19] Portfolio Highlights - Indofood's net sales rose 4% to a record high of IDR59.8 trillion[31] - MPIC's contribution from investee companies increased by 18% to a record high of ₱17.5 billion[47] - Meralco's core profit increased by 10% to a record high of ₱25.5 billion[58] - MPTC's revenues rose 18% to a record ₱18.1 billion[69] Debt and Ratings - Investment-grade credit ratings are maintained from S&P (BBB- with Stable outlook) and Moody's (Baa3 with Stable outlook)[26] - Fixed-rate borrowings constitute 54% of total borrowings[25] - PLDT's Maya fintech unit delivered its first half-yearly profit with PLDT's share amounting to ₱0.4 billion[93]

Core Viewpoint - First Pacific Company Limited (00142.HK) reported a strong performance in the first half of 2025, with significant growth in profit and revenue, indicating continued operational strength and resilience in its business segments [1] Financial Performance - The group's revenue for the first half of 2025 was $5.0278 billion, reflecting a year-on-year increase of 0.7% [1] - Profit attributable to equity holders of the parent company was $391.2 million, representing a year-on-year growth of 40.8% [1] - Basic earnings per share were 9.19 cents, with a proposed interim dividend of 13.00 Hong Kong cents per ordinary share [1] Operational Highlights - Operating profit contribution increased by 8% to $423.2 million, while recurring profit rose by 11% to a record high of $375.4 million [1] - The revenue growth was driven by increased toll revenues and traffic volumes from MPTC in the Philippines, as well as higher average water charges from Maynilad [1] - Indofood's revenue benefited from higher sales of pasta and palm oil prices, although partially offset by reduced income from PLP due to lower average electricity prices resulting from decreased fuel costs [1]

格隆汇8月28日｜第一太平发布截至2025年6月30日止6个月中期业绩，集团取得营业额50.28亿美元，同 比增加0.65%；母公司拥有人应占溢利3.91亿美元，同比增加40.82%，合每股盈利9.19美仙；拟派发中 期股息每股13港仙。 ...

第一太平(00142)发布截至2025年6月30日止6个月中期业绩，该集团取得营业额50.28亿美元，同比增加 0.65%;母公司拥有人应占溢利3.91亿美元，同比增加40.82%;每股盈利9.19美仙，拟派发中期股息每股13 港仙。 第一太平强劲的增长势头于2025年上半年持续，来自营运业务的溢利贡献增长8%至4.232亿美元及经常 性溢利上升11%至3.754亿美元—创下新高。这是继连续四年全年溢利创新高之后的又一佳绩。 ...

Core Viewpoint - First Pacific (00142) reported a strong performance for the six months ending June 30, 2025, with significant increases in revenue and profit metrics [1] Financial Performance - The company achieved a revenue of $5.028 billion, representing a year-on-year increase of 0.65% [1] - Profit attributable to shareholders rose to $391 million, marking a substantial year-on-year increase of 40.82% [1] - Earnings per share were reported at 9.19 cents, with an interim dividend proposed at 13 Hong Kong cents per share [1] Operational Highlights - Operating profit contribution from core business grew by 8% to $423.2 million [1] - Recurring profit increased by 11% to $375.4 million, reaching a new high [1] - This performance follows four consecutive years of record annual profits [1]

EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 第一太平有限公司 | | 股份代號 | 00142 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 截至2025年6月30日止6個月之中期分派 | | | 公告日期 | 2025年8月28日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.13 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.13 HKD | | 匯率 | 1 HKD : 1 HKD | ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 表 明 概 不 就 因 本 公 告 之 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 第 一 太 平 有 限 公 司 （根據百慕達法例註冊成立之有限公司） 網 址：www.rstpacic.com （股份代號：00142） 2025年 中 期 業 績－未 經 審 核 財務摘要 母公司擁有人應佔權益由2024年12月31日 之39.262億 美 元（306.244億 港 元）增 加10.0%至2025年6月30日 之43.172億 美 元（336.743億 港 元）。 簡略中期綜合財務報表 簡 略 綜 合 收 益 表－未 經 審 核 | 截 至6月30日 止6個 月 | | 2025 | 2024 | 2025 | 2024 | | --- | --- | --- | --- | --- | --- | | | ...