电讯盈科(00008.HK)中期综合纯利跌12%至1.63亿港元中期息9.18港仙
格隆汇8月8日丨电讯盈科(00008.HK)公布,截至2019年6月30日止6个月,实现综合收益168.59亿港元,同比下降11%;公司股权持有人应占溢利1.63亿港元,同比下降12%;来自核心业务公司股权持有人应占溢利3.08亿港元,同比下降16%;每股基本盈利2.11港仙;拟派中期股息每股9.18港仙。
于期内,未计流动通讯产品销售,香港电讯收益增加1%至137.68亿港元,原因为电讯服务及流动通讯均录得增长。由于消费者期待5G手机面世,延迟升级至新产品,以致期内的流动通讯产品销售表现低迷。免费电视及OTT业务继续录得稳健增长,与去年同期比较,收益分别上升28%及12%;而Now TV在上一期间受到世界盃效应的影响,令收益有所增长,与该期间比较,NowTV于期内的收益表现保持稳定。企业方案业务收益企稳於港币17.17亿元。因此,核心收益(未计流动通讯产品销售)保持稳定,录得153.11亿港元。
香港电讯于期内的EBITDA改善2%,达到57.33亿港元,原因为电讯服务及流动通讯的营运效率均持续改善。企业方案的EBITDA增加8%至2.93亿港元,原因为边际利润较高的云端方案收益贡献增加,以及扩展地区业务的策略初步取得成效。Now TV调整内容成本,带动EBITDA增长3%至2.04亿港元。然而由于公司对免费电视及OTT业务的投资增加,藉此推动业务增长,以致上述收益被抵销,因此电讯盈科于期内的核心EBITDA减少4%,录得53.07亿港元。
于期内,雅加达盈科中心的租赁表现稳步上升,带动盈大地产于截至2019年6月30日止六个月的收益增加25%,达到约2.07亿港元,而2018年同期为大约1.65亿港元。
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