Korea Electric Power (NYSE:KEP) Q4 2026 Earnings call February 26, 2026 03:00 AM ET Company ParticipantsEom Tae-seop - Senior IR ManagerSi-young Yang - Head of the Investor RelationsNone - TranslatorConference Call ParticipantsJo Yunhaeng - Research AnalystJong Hwa Sung - AnalystKyeong Won Moon - AnalystNone - AnalystOperatorGood morning, and good evening. First of all, thank you all for joining this conference. Now we will begin the conferences of the fiscal year 2025 full quarter earnings resulted by KEPC ...

Korea Electric Power (NYSE:KEP) Q4 2026 Earnings call February 26, 2026 03:00 AM ET Speaker4Good morning, and good evening. First of all, thank you all for joining this conference. Now we will begin the conferences of the fiscal year 2025 full quarter earnings resulted by KEPCO. This conference will start with a presentation, followed by a divisional Q&A session. If you have a question, please press asterisk 1 on your phone during the Q&A. Now, we shall commence the presentation on the fiscal year 2025 full ...

CLP (SEHK:00002) H2 2025 Earnings call February 26, 2026 03:00 AM ET Speaker2Good afternoon. Welcome to CLP's 2025 annual results briefing. My name is Marisa, Director of Investor Relations. With me today is Chief Executive Officer, Mr. TK Cheung, and Chief Financial Officer, Mr. Alex Kaiser. We lodged our 2025 annual results with the exchange today. That announcement, as well as this presentation, is now available on the CLPIR website. This recording is also being recorded. You can access that a little bit ...

PLDT (NYSE:PHI) Q4 2025 Earnings call February 26, 2026 02:30 AM ET Company ParticipantsBlums Pineda - SVP and Enterprise and International Group HeadDanny Yu - Senior VP, CFO, and Chief Risk Management OfficerJeremiah de la Cruz - Senior Vice President, Head of Consumer Business - HomeJinggay Nograles - Head of Investor RelationsJoan De Venecia-Fabul - First VP and Chief Legal CounselLloyd Dennis R. Manaloto - Co-Officer-in-ChargeManuel V. Pangilinan - Chairman and CEOMarjorie C. Garchitorena - Co-Officer- ...

PLDT (NYSE:PHI) Q4 2025 Earnings call February 26, 2026 02:30 AM ET Speaker4Good afternoon, everyone, and thank you for joining us today. I'm Jinggay Nograles, Head of Investor Relations here at PLDT, and it's my pleasure to welcome you to our full year financial and operating results briefing. Joining us today to share insights into PLDT's performance and strategic direction, we have PLDT's CFO, Mr. Danny Yu; PLDT's Chief Operating Officer, Mr. Manny Jimenez; our Chief Legal Counsel, Attorney Joan De Venec ...

Yancoal Australia (SEHK:03668) H2 2025 Earnings call February 25, 2026 08:00 PM ET Company ParticipantsBrendan Fitzpatrick - Investor Relations ManagerDavid Bennett - EGM OperationsKevin Su - CFOMark Salem - EGM Marketing and LogisticsMike Wells - EGM FinancePeter Wong - Deputy Chairman and Chief Executive Asia-PacificSharif Burra - CEOConference Call ParticipantsPaul Young - Managing Director and Senior AnalystWayne Fung - Equity Research AnalystOperatorPlease be advised that today's conference is being re ...

Yancoal Australia (SEHK:03668) H2 2025 Earnings call February 25, 2026 08:00 PM ET Company ParticipantsBrendan Fitzpatrick - Investor Relations ManagerDavid Bennett - EGM OperationsKevin Su - CFOMark Salem - EGM Marketing and LogisticsMike Wells - EGM FinancePeter Wong - Deputy Chairman and Chief Executive Asia-PacificSharif Burra - CEOConference Call ParticipantsPaul Young - Managing Director and Senior AnalystWayne Fung - Equity Research AnalystOperatorPlease be advised that today's conference is being re ...

Yancoal Australia (SEHK:03668) H2 2025 Earnings call February 25, 2026 08:00 PM ET Speaker6Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Brendan Fitzpatrick, Investor Relations Manager. Please go ahead.Speaker0Thank you, Maggie, and thank you to everyone for joining us on this briefing for Yancoal's 2025 financial results. My name is Brendan Fitzpatrick, the Investor Relations Manager. To present today's briefing, we ha ...

Financial Data and Key Metrics Changes - For Q4 2025, Trip.com Group reported net revenue of RMB 15.4 billion, a 21% increase year-over-year, driven by robust travel demand during the winter holiday [27] - For the full year 2025, gross bookings reached RMB 1.1 trillion, with net revenue totaling RMB 62.4 billion, reflecting a 17% year-over-year increase [27][28] - Income from operations for the full year was RMB 15.8 billion, an 11% increase year-over-year, while net income attributable to Trip.com Group Limited was RMB 13.4 billion [27][28] - Adjusted EBITDA for Q4 was RMB 3.4 billion, compared to RMB 3.0 billion in the same period last year, with full-year adjusted EBITDA at RMB 18.9 billion, an 11% growth year-over-year [30] Business Line Data and Key Metrics Changes - Accommodation Reservation revenue for Q4 was RMB 6.3 billion, a 21% increase year-over-year, while full-year revenue was RMB 26.1 billion, also a 21% increase [28] - Transportation ticketing revenue for Q4 was RMB 5.4 billion, a 12% increase year-over-year, with full-year revenue at RMB 22.5 billion, an 11% increase [28] - Package Tour revenue for Q4 was RMB 1.1 billion, a 21% increase year-over-year, with full-year revenue at RMB 4.7 billion, an 8% increase [28] - Corporate Travel revenue for Q4 was RMB 808 million, a 15% increase year-over-year, with full-year revenue at RMB 2.8 billion, a 13% increase [29] Market Data and Key Metrics Changes - APAC remained the largest source of inbound travelers, with demand from Western markets expanding, reflecting rising international interest in China as a travel destination [12] - In 2025, approximately 20 million inbound travelers were served, connecting demand to about 150,000 hotels, with over 63,000 hotels serving inbound travelers for the first time [12][14] - The international OTA platform saw gross bookings increase by approximately 60% year-over-year, with international business contributing about 40% of total revenue and bookings in 2025 [55] Company Strategy and Development Direction - The company focuses on three key investment areas: inbound tourism, social responsibility initiatives, and AI innovation [5][9] - A $100 million tourism innovation fund was launched to support commercial innovation across the travel ecosystem [8] - The company aims to enhance its AI capabilities to improve operational efficiency and user experience, positioning itself as a leader in the evolving travel landscape [9][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth of inbound tourism, projecting a potential 5x-10x growth for inbound travel in China [47] - The company remains committed to fostering a transparent and sustainable travel ecosystem while focusing on long-term value creation for shareholders [26][37] - Travel sentiment remains strong, with leisure travel being the primary driver of market growth, and the company is strategically positioned to capture this demand [55] Other Important Information - The company is cooperating with the State Administration for Market Regulation regarding a regulatory investigation, emphasizing its commitment to compliance and transparency [26] - The company has invested approximately RMB 2.9 billion to enhance the overall travel experience for users, focusing on customer protections and service quality [22] Q&A Session Summary Question: Update on the recent SAMR investigation - The company is actively cooperating with the SAMR and remains committed to fostering a transparent environment while focusing on core investment priorities [35][36] Question: Impact of AI disintermediation on OTA business model - The company views AI advancements as a catalyst for its strategy, emphasizing the importance of its transactional and service layers in the travel industry [39][40] Question: Future growth trajectory for inbound tourism - Management believes inbound travel to China is at the start of a significant growth cycle, with efforts to promote the country as a travel destination [46][47] Question: Booking trends during Chinese New Year - The extended holiday stimulated travel demand, with robust growth in domestic and outbound business, particularly in long-haul destinations [53][54] Question: Competition in the domestic travel market - The company acknowledges dynamic competition but maintains its competitive edge through high service levels, comprehensive product offerings, and global coverage [57][60] Question: Operational highlights and outlook for 2026 - The company expects continued strong growth in international bookings, particularly in the APAC region, supported by its globalization strategy [66][67] Question: Update on shareholder return program - The company fully utilized its share repurchase quota in 2025 and remains committed to delivering long-term shareholder value [74][75]

Trip.com Group (NasdaqGS:TCOM) Q4 2025 Earnings call February 25, 2026 07:00 PM ET Company ParticipantsAlex Yao - Co-Head of Asia TMT ResearchCindy Wang - CFOJames Liang - Executive Chairman of the BoardJane Sun - CEOMichelle Qi - Senior Investor Relations DirectorParash Jain - Head of Transport ResearchSimon Cheung - Managing DirectorThomas Chong - Managing Director and Regional Head of Internet & MediaYang Liu - Executive DirectorConference Call ParticipantsBrian Gong - Equity Research AnalystJoyce Ju - E ...