[0 -> 6] Hello, and thank you for standing by for JD.com's fourth quarter and full year 2022 earnings [6 -> 7] conference call. [7 -> 11] At this time, all participants are in listen-only mode. [11 -> 15] After management's prepared remarks, there will be a question-and-answer session. [15 -> 17] Today's conference is being recorded. [17 -> 20] If you have any objections, you may disconnect at this time. [20 -> 24] I would now like to turn the meeting over to your host for today's conference, Sean [24 -> 27 ...

Financial Data and Key Metrics Changes - Operating revenue reached ¥354.9 billion, an increase of 8.3% year-on-year, marking the highest growth rate since September [7] - Total profit was ¥20.6 billion, with a net profit of ¥16.7 billion, reflecting a year-on-year growth of 16.5% [8] - EBITDA reached ¥99.2 billion, a new high since the company went public [8] - Capital expenditure for the year was ¥74.2 billion, with a declining percentage of capital expenditure relative to revenue [10] Business Line Data and Key Metrics Changes - The proportion of Industrial Internet and service revenue exceeded 20% for the first time, with digital business revenue reaching a record high [8] - Revenue from the Internet of Things increased by 42%, with 860 million users for large-scale connectivity [17] - Unicom Cloud revenue reached ¥36.1 billion, up 121% year-on-year [18] - Big Data revenue grew by 58%, achieving more than 50% market share in the industry [20] Market Data and Key Metrics Changes - The company has built a total of 1.17 million 5G base stations, accounting for about 30% of the world's total [11] - The penetration rate of gigabit broadband users reached 15%, with over 100 million broadband users [17] - Coverage of Unicom Cloud increased by 300% to 170 cities [12] Company Strategy and Development Direction - The company is transforming from a traditional pipeline operator to a digital technology leader, focusing on five major business areas: big connection, big computing, big data, big application, and big security [9] - The strategy emphasizes the integration of digital technologies with the real economy, enhancing service capabilities for digital government and society [9][15] - The company aims to strengthen its digital infrastructure and improve network quality, with a focus on 5G and broadband networks [10][11] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of adapting to the digital economy and the opportunities presented by modernization and digital revolution [15] - The company plans to increase capital expenditure to ¥76.9 billion in 2023, with a focus on computing networks and innovation-driven capacity [33] - The company is committed to enhancing its core competitiveness and maintaining sustainable growth while sharing dividends with shareholders [31][32] Other Important Information - The company has achieved significant milestones in technological innovation, with R&D spending increasing by 43% and a 50% increase in patents granted [26] - The company has established strategic collaborations with 27 provinces and 109 major enterprises, enhancing its service capabilities [28] - A final dividend of RMB0.109 per share was recommended, reflecting a 26.9% increase in total dividends for the year [32] Q&A Session Summary Question: What are the future growth prospects for China Unicom? - Management expressed confidence in the company's ability to adapt to the digital economy and emphasized the importance of innovation and transformation in driving future growth [15][33] Question: How does the company plan to enhance its competitive edge? - The company plans to increase investment in technology and strengthen its digital infrastructure to better serve the evolving needs of the market [33] Question: What are the key areas of focus for the company moving forward? - Key areas include enhancing service capabilities, expanding digital transformation efforts, and improving customer satisfaction through innovative solutions [34]

[0 -> 24] 我们也看到我们现在二位数字整体的数字运营业务28%是来自于非通信市场的72%是来自于通信市场这个比例28%这个比例每一年都会增长希望在未来两年里头通信和非通信能各占到50%在数字运营这个领域里头 [25 -> 50] 而这其中数字运营当中有22%是按照结果付费或者是按照分成来的占22%所以这块业务依然处在一个快速增长时期第二个新业务就是能源、政务、交通我们叫垂直行业那我们也看到7.57亿的绝对值增幅78.2处在一个高速增长期 [50 -> 78] 尤其是我们在能源行业增幅比较高能源行业308%的增长在交通行业80%增长政府政务行业的28%的增长那我们可以看到在能源行业5G专网我们已经在这个行业里头取得一个领先的优势我们的5G专网在去年这一年里头中国核电的21个在行在运行的机组 [79 -> 106] 基本上开始都用我们的5G覆盖这里头包括海南的昌江啊也包括这个福建的福清啊浙江的秦山啊江苏的这个田湾啊这四大基地都已经开始在用我们的5G专网的覆盖最大的一个福清核电的5G专网的合同已经超过了1.3亿这是国内的比较大的一个5G专网的一个订单合同之一 [106 -> 122] 我们的5G专网除了在核 ...

[0 -> 22] 可以通過網絡直播的頁面同步觀看PPT今天出席簡報會的主講人為豐盛生活服務首席財務官兼公司秘書陳蘇偉先生Samuel下面有請Samuel為大家介紹一下集團期內的業務及財務表現謝謝Betty [22 -> 52] 各位朋友大家好我是陳主委上一次我們見面的時候我記得應該是在去年的9月份現在已經是5個月的關鍵了這一天就有我跟大家談一談我的公司豐盛生活服務有限公司的中期的業績是截至那個2022年12月31號6個月的情況財務表現的情況是怎麼樣 [53 -> 81] 首先看看我们的集团的业务的板块现在我们的业务的板块是三个板块里面有七个业务首先是在大家投影片里面左手边一个物业及设施管理的服务下面是我们现在三间公司包括是富城、乔乐还有一间就是国际的物业管理 [82 -> 101] 中間的就是另外的一個板塊就是綜合新貨服務裡面有五個業務首先是清潔的業務我們的公司的名稱就是衛康還有右手邊的兩個一個一間是遠東一間是通力 [102 -> 130] 技術他們就是做一些技術支援及維修保養的業務下面的大眾安全跟進場活動服務就是我們的保安及活動服務的業務在右手邊的信譽的公司就是我們叫做一個保險的解決方案下面的三間公司就是 ...

Financial Data and Key Metrics Changes - The company continues to operate under online webcast and conference call formats due to the government's ongoing mask mandate, indicating a cautious approach to in-person interactions [1] Company Strategy and Development Direction and Industry Competition - The company expresses gratitude to investors and analysts for their participation, highlighting the importance of communication and engagement during the current operating environment [1] Other Important Information - The company welcomes face-to-face interactions during the post-conference roadshow, suggesting a commitment to maintaining relationships with stakeholders despite current restrictions [1] Q&A Session All Questions and Answers - No specific questions and answers were provided in the content [1]

[0 -> 28] 各位投資界的朋友大家好歡迎參加新世界發展2023財政年度中期業績網上分析員會議我是投資者及利益相關方總監Christy在今天會議當中我會擔任主持人我先介紹一下出席會議的管理層執行部主席兼行政總裁鄭志剛博士Adrian新世界發展首席財務總監劉富強先生Edward [29 -> 58] 如果各位有任何問題可以在直播的聊天窗口裡面提問我們會選取部分問題解答現在有請劉富強先生Edward介紹集團在2023財政年度的中期業績謝謝Christy在介紹2023上半財年的業績之前我想強調我們這次有三大重點其一我們不會供股 [58 -> 85] 我們不會供股或者做任何股權集資其二我們的淨負債率已經見頂了我們很有信心集團會繼續去槓桿計劃在24年6月進一步下降到低40%的水平第三大家都看到我們今天業績公佈的公告 [86 -> 108] 我们集团正在对各个业务进行全面策略性的检讨我们正在审视如何完善旗下每一家公司的战略焦点并且释放他们的价值我们会分阶段在不同时间通过企业行动进一步提升股东的回报 [112 -> 140] 現在我介紹一下我們2023上半財年的業績大家都知道大環境非常嚴峻受到內地封城和防疫限制香港和內 ...

Financial Data and Key Metrics Changes - Total revenue for the company was $460 million, a decrease of 4.1% year-on-year [14] - Underlying profit was $129 million, down by 6.6% [14] - Dividend per share remained flat at $1.44 [14][33] - Year-end occupancy rates were 99% for retail, 90% for office, and 61% for residential [15] Business Line Data and Key Metrics Changes - Retail turnover increased to $43 million, up by 1.4%, with occupancy at 99% [15] - Office turnover decreased to $1.578 billion, down by 8.7%, with occupancy at 90% [16] - The retail sector showed improvement in the second half of 2022, while the office sector faced challenges due to structural changes accelerated by COVID-19 [15][16] Market Data and Key Metrics Changes - The overall retail market showed resilience during the COVID period, with expectations of increased spending as Hong Kong recovers [16] - The office market faced pressure from global economic uncertainties and increased supply, leading to a vacancy rate of about 10%, lower than the average for Hong Kong Grade A offices [17] Company Strategy and Development Direction - The company is focused on strategic execution with an emphasis on financial discipline, risk management, and dynamic asset enhancement [5] - Plans for rejuvenating the Lee Gardens area include integrating the community and enhancing urban vibrancy [10][12] - The company aims to develop premium Grade A office space and a Lifestyle Park, targeting completion by 2026 [10][26] Management's Comments on Operating Environment and Future Outlook - The management acknowledged ongoing challenges from the pandemic, geopolitical tensions, and inflation but expressed optimism about the recovery of Hong Kong's economy [13] - The reopening of borders is expected to revive Hong Kong's status as a financial and tourist hub, with a positive long-term outlook for the company [13] Other Important Information - The company has issued the largest green loan in Hong Kong for the Caroline Hill project, amounting to $1 billion, with total sustainable finance transactions reaching $19.3 billion, representing 48% of total debt [32][31] Q&A Session Summary Question: What is the expectation on rental reversion trend for retail in FY 2023? - Management noted that the general climate has improved since the border reopened, with positive sentiment reflected in tenant inquiries and rental negotiations [38][40] Question: What is the capital expenditure plan for FY 2023? - The capital expenditure for 2023 is expected to be between HKD 500 million to HKD 1 billion, factoring in ongoing asset enhancement initiatives [43] Question: How is retail sales trending in February post China's reopening? - Retail tenant sales in January showed a mid-teen positive growth year-on-year, indicating a rebound in sales [47] Question: Are we seeing any signs of an increase in office demand post reopening? - Management indicated that while there is new supply in the market, Lee Gardens remains a competitive destination for office tenants due to its community and facilities [50][52] Question: Have we experienced any cap rate expansions? - There has been no change in cap rates, with independent valuers not seeing immediate pressure to adjust them [53] Question: What are the thoughts on new share issuance to lower the company's gearing ratio? - Management stated that current gearing is within industry norms, and there is no immediate need for new capital issuance [56]

Semiconductor Manufacturing International (00981) Q4 2022 Earnings Call February 09, 2023 07:30 PM ET Speaker0To Semiconductor Manufacturing International Corporation's 4th Quarter 2022 Webcast Conference Call. Today's call will be simultaneously streamed through the Internet and telephone. Please be advised that if you join the meeting by phone, your dials are in a listen only mode. However, after the conclusion of the management's presentation, we will have a question and answer session. At this time, you ...

非常感谢大家抽时间参加科马奥尔夫2023财年度中期业绩公布媒体线上沟通会首先我会为大家介绍今天在线上参会的管理层包括首席财务官兼首席营运官边卫文女士和投资者关系团队首先 把时间交给投资者关系总监陈丽珠女士介绍一下公司2023财年中期业绩表现之后我们会有一个问答环节到时候各位媒体朋友可以用Zoom的直手功能提问或者以视窗输入问题下面我先将时间交给陈女士有请 好的 谢谢Samantha各位媒体和分析师朋友复途和智通大陆演平台上关注Huma的朋友们大家晚上好非常感谢大家包容参加Huma此次中期业绩沟通会很高兴能有这样的机会和大家进行交流那首先我们用一张图来先简单的介绍一下HumaHuma于1959年创立于日本是高端高尔夫用具的第一品牌 在60多年工匠精神的传承中我们始终追求我们产品的卓越性能和出众的品质在目前HOMA也是全球唯一的一家垂直整合型的高尔夫公司拥有我们自主的研发和生产基地在位于日本九田的研发和生产基地战地 大约有16万平方米我们拥有236名研发人员与能工巧匠在此呢我们开发和研制出覆盖球杆和非球杆的全品类的产品组合那在高尔夫的球杆的方面我们聚焦传统的超高端的这个消费区间并且呢也在逐渐的渗透增速最快的超性能 ...