香港寬頻(01310.HK)料商業服務收入佔比將增至八成
香港寬頻(01310.HK)持股管理人及執行副主席楊主光出席業績發布會時表示,現時企業服務收入佔比約三分二左右,相信隨著整合WTT及於12月完成收購JOS後,企業服務未來收入佔比可達八成,另外現時亦有與一些企業客戶洽談,或將其資訊科技服務外包予香港寬頻等。他又指收購WTT及JOS後,公司在面向中、大型企業優勢增加。例如可為金融業等提供BCP(Business Continuity Planning)服務,由於公司網絡覆蓋增加,可為客戶提供更多選擇,相信未來中、大型企業客戶數量及生意額將「有多無少」。
2019財年公司住宅ARPU按年增5%至185元,楊主光稱未來有一半機會可以上升,又形容對手提供的服務是「餐蛋麵」而公司提供的則是「四寶河加冷熱飲品」,只是比對手貴一點便可以享受更多服務,所以未來仍會集中火力推捆綁式銷售。針對旗下「四合一」組合中包括TVB旗下的myTV Super,楊主光指公司與TVB有七年合約,現時亦有與一些海外內容供應商洽談合作,冀最快年底前可公布,此外亦希望提供更多增值服務選擇如家長監控、防毒軟件或Home Gateway等。
面對經濟下行如他表示已向商業客戶提供協助,如中小企生意差需要延遲繳費亦會盡量幫忙,而零售行業方面,如客戶提供的服務或產品,公司旗下的住宅客戶亦有需求,可考慮部分透過「以物易物」的方式付款。 ~
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