[0 -> 2] 各位投资者朋友大家早上好 [2 -> 4] 欢迎出席李宁有限公司 [4 -> 6] 2023中期业绩发布会 [6 -> 9] 首先为大家介绍台上的管理层 [9 -> 10] 他们是执行主席 [10 -> 13] 兼联席行政总裁李宁先生 [13 -> 16] 执行董事 [16 -> 20] 及联席行政总裁钱伟先生 [20 -> 21] 集团副董裁 [21 -> 23] 及首席财务官赵东升先生 [23 -> 25] 今天的会议流程 [25 -> 27] 是先由赵总介绍 [27 -> 29] 2023上半年的财务回顾 [29 -> 32] 再由董事长介绍公司战略方向 [32 -> 33] 最后由钱总介绍 [33 -> 34] 运营进展和展望 [34 -> 36] 之后会有问答环节 [36 -> 37] 欢迎大家提问 [37 -> 40] 现在有请赵总 [40 -> 41] 各位早上好 [41 -> 43] 我是赵东升 [43 -> 45] 下面我将带领大家进行 [45 -> 49] 2023年上半年的财务回顾 [49 -> 51] 上半年在国内市场 [51 -> 53] 整体呈现复苏 [53 -> ...

Semiconductor Manufacturing International (00981) Q2 2023 Earnings Call August 10, 2023 08:30 PM ET Speaker0Welcome to Semiconductor Manufacturing International Corporation Second Quarter 2023 Webcast Conference Call. This call will be simultaneously streamed through the Internet and telephone. Please be advised that if you join a meeting by phone, your dialsings are in listen only mode. However, after the conclusion of the management's presentation, we will have a question and answer session. At this time, ...

[0 -> 25] Ladies and gentlemen, thank you for standing by, and welcome to the Fohung Semiconductor Second Quarter 2023 Earnings Conference Call. The call is hosted by Mr. Junjun Tang, President and Executive Director, and Mr. Daniel Wang, Executive Vice President and Chief Financial Officer. Please be advised that your dial-in is in a listen-only mode. [26 -> 52] However, at the conclusion of the management presentation, there will be a question and answer session, at which time you will receive instruction ...

Financial Data and Key Metrics Changes - For the first half of 2023, total revenue reached $611 million, with a year-on-year increase in retail turnover rent of 67% [4][5] - Shareholders' fund decreased by approximately 2% to $4.3 billion, and NAV per share also dropped by about 2% to $67 [13][14] - Interim dividend remained stable at $0.27, consistent with the previous interim period [14] Business Line Data and Key Metrics Changes - Retail occupancy was reported at 98%, office occupancy at 89%, and residential occupancy at 61% [4] - The retail sector showed a recovery with a 20.7% year-on-year increase in Hong Kong retail sales, while the office and residential sectors continued to face pressure [4][5] - Approximately 11% of retail area was under major enhancement, impacting retail revenue [5] Market Data and Key Metrics Changes - Hong Kong's GDP growth resumed year-on-year, with the employment rate dropping to 2.9% [4] - The recovery of tourist arrivals and spending is expected to further boost the retail sector [5] Company Strategy and Development Direction - The company is focusing on rejuvenating Lee Garden to cater to diverse customer needs, including luxury and family-oriented segments [6][10] - A dual engine business model is being employed to balance retail and office performance, with ongoing renovations aimed at enhancing customer experience [9][10] - Sustainability initiatives are being prioritized, with a board-level sustainability committee established to address climate change and social well-being [11][12] Management's Comments on Operating Environment and Future Outlook - Management highlighted ongoing global economic uncertainties, including geopolitical tensions and high inflation, but noted signs of improvement in Hong Kong's economy [3][4] - The company remains optimistic about the retail sector's recovery, driven by inbound tourism and enhanced customer experiences [5][6] - The office market continues to face challenges, with negative rental reversions expected to persist [40][41] Other Important Information - The company has a strong liquidity position with approximately $4.3 billion in cash, sufficient to cover maturing debt over the next three years [15][16] - The effective interest rate for the debt portfolio is 3.9%, with a net gearing ratio of about 26% [16][17] Q&A Session Summary Question: How does tenant sales recovery compare to pre-COVID levels? - Tenant sales have shown a year-on-year increase, with luxury tenants experiencing a nearly 30% increase compared to the first half of 2019, while F&B sales have returned to pre-COVID levels [20][22] Question: What is the current occupancy cost and its outlook? - The overall occupancy cost for the retail portfolio is 15%, with discussions ongoing with luxury tenants regarding their bargaining power [29][30] Question: How does the company view the competitive landscape in Hong Kong retail? - The company emphasizes its strong local customer base and unique community offerings to differentiate itself from competitors [35][36] Question: Will there be any impact on the payout policy due to AEI and office market headwinds? - The company aims to maintain a stable dividend policy, considering operating performance, CapEx requirements, and economic outlook [38][39] Question: What is the outlook for rental reversion in retail and co-working spaces? - Overall rental reversion is negative, but there are signs of improvement, particularly in areas undergoing renovations, while co-working space demand remains strong [50][53]

Financial Data and Key Metrics Changes - Operating revenue reached ¥191.8 billion, an increase of 8.8% year on year [5] - Net profit reached ¥12.4 billion, up 13.1% year on year, marking a double-digit increase for seven consecutive years [5] - Return on net assets reached a new high of 3.6% [6] - Capital expenditure amounted to ¥27.6 billion, primarily for building 5G networks and broadband [6] Business Line Data and Key Metrics Changes - Large connection subscriber base reached 928 million, with a net increase of 8.66 million subscribers [11] - Mobile business subscribers exceeded 328 million, with net additions of 5.34 million, the highest in four years [11] - Fixed line broadband subscribers reached 108 million, with net additions exceeding 4 million [13] - IoT business revenue was ¥5.4 billion, up 24% year on year [13] - Unicom Cloud revenue reached ¥25.5 billion, up 36% year on year [14] - Big Data business revenue was ¥2.9 billion, up 54% year on year [14] Market Data and Key Metrics Changes - International business revenue reached ¥5.5 billion, up 21% year on year, covering 264 countries and regions [18] - The company established roaming cooperation with 635 carriers, enhancing its international product offerings [19] Company Strategy and Development Direction - The company focuses on deepening strategic planning and integrating current operations with long-term development [5] - Emphasis on innovation-driven growth and embracing the digital economy [10] - Plans to enhance core competitiveness and achieve steady growth in service revenue and net profit [26] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in net profit and enhancing return on net assets [26] - The company aims to contribute to the modernization of China while rewarding shareholders [25] Other Important Information - The interim dividend was set at ¥0.203 per share, a 23% year-on-year increase [25] - R&D investment intensity reached 2.94%, with a 70% year-on-year increase in patents [20] Q&A Session Summary Question: What are the future growth strategies for the company? - The company will promote coordinated development of basic and emerging business segments to enhance core functions and competitiveness [26] Question: How does the company plan to maintain its market leadership? - The company will leverage its advantages in data concentration and intensive operation to enhance its market share [15]

Zai Lab Limited. (NASDAQ:ZLAB) Q2 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Christine Chiou - Senior Vice President of Investor Relations Yajing Chen - Chief Financial Officer Samantha Du - Founder, Chairperson and Chief Executive Officer Josh Smiley - Chief Operating Officer Rafael Amado - President, Head of Global Oncology Research and Development Harald Reinhart - President, Head of Global Development, Neuroscience, Autoimmune and Infectious Diseases Jonathan Wang - Chi ...

Yum China Holdings, Inc. (NYSE:YUMC) Q2 2023 Earnings Conference Call July 31, 2023 8:00 PM ET Company Participants Michelle Shen - Director of Investor Relations Joey Wat - Chief Executive Officer Andy Yeung - Chief Financial Officer Conference Call Participants Michelle Cheng - Goldman Sachs Group, Inc. Brian Bittner - Oppenheimer & Co. Chen Luo - Bank of America Merrill Lynch Anne Ling - Jefferies Sijie Lin - CICC Lillian Lou - Morgan Stanley Christine Peng - UBS Operator Thank you for standing by, and w ...

[8 -> 27] 欢迎参加波士顿国际控股有限公司2223年度业绩发布会那今年呢是继20年以来的我们再次在香港根据惯例召开集团的年度业绩发布会所以呢我们也是特别和欣喜的看到 [27 -> 55] 在场这么多投资者朋友和分析师朋友那么欢迎大家到来同时为方便全球广大投资者及时和我们进行信息同频本次会议我们也通过路眼中和万德3C等线上很多平台进行同步的直播我是集团的董事会办公室主任兼投资者关系总监陈昊大家可以叫我Hattie那么今天出席本次会议集团的高管依然是波斯登品牌创始人集团董事局主席兼总裁高德康高总 [59 -> 61] 集團CFO兼副總裁朱高峰 朱總 [65 -> 92] 众所周知2022年是非常不平凡的我想在座的和屏幕前的各位其实一定对不平凡这三个字有着非常深刻的解读在这样一个不平凡的年度中我们集团总裁高总时刻提醒我们要注重模式转型要注重思维创新要关注临门一脚靠门店同时也要时刻明确服务顾客最重要 [92 -> 117] 那在面对诸多不确定因素的过程中其实我们每一个波斯登人都会积极乐观地去面对环境市场所带给我们的各种影响那我觉得我们能够去坚守初心我们能够聚焦核心主业同时我们也能够坚持品牌引领从结果上我们也确 ...

[0 -> 14] Thank you for standing by, and welcome to the Maytwan First Quarter 2023 Earnings Conference [14 -> 20] Call. All participants will be in a listen-only mode. There will be a presentation followed [20 -> 25] by a question-and-answer session. If you wish to ask a question, you will need to press [25 -> 30] the star key followed by the number one on your telephone keypad. I would now like to [30 -> 34] hand the conference over to Scarlett Chu, VP and Head of Capital Markets. [38 -> 43] Thank you, ope ...

[0 -> 18] Good day and thank you for standing by. Welcome to the WIBO Reports First Quarter 2023 Financial [18 -> 24] Results. At this time, all participants are in a listen-only mode. After the speaker's [24 -> 29] presentation, there will be a question and answer session. To ask a question during the [29 -> 33] session, you will need to press star 1 and 1 on your telephone. You will then hear an [33 -> 39] automated message advising your hand is raised. To withdraw your question, please press star [39 -> ...