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數碼通(00315.HK)年中推5G對ARPU提升審慎樂觀 料疫情續拖累漫遊業務
阿思達克 02-18 17:55

數碼通(00315.HK)總裁葉安娜出席業績發布會時指,公司計劃在今年年中推出5G服務,未見疫情會影響推出步伐,初步料會先在人流較多如商業區等作5G覆蓋,之後逐步擴大,相信如成功推出5G可助改善用戶體驗,並為用家及企業客戶帶來升級的機會。她又指公司會參考不同市場推出5G的經驗,以南韓為例當地營運商推出5G後亦有為用戶帶來新內容及體驗,並成功帶動ARPU上升,相信如5G可為用戶帶來好的體驗,能為升級帶來基礎,故對ARPU提升持審慎樂觀態度。

而首席財務總監陳啟龍補充,上半財年公司資本開支約為1.5億元,全年計及5G資本開支預算為6-6.5億元,強調來五年包括5G服務的資本開支,將不會大幅高於公司過去五年的資本開支,意味不會如4G年代一樣出現資本開支大幅增加的情況。面對市場競爭激烈,他認為未來ARPU走勢仍要視乎競爭環境及5G能否帶來ARPU提升,如企業解決方案業務繼續擴張,相信對ARPU走勢亦有幫助。

陳啟龍續指,武漢肺炎疫情對漫遊服務有影響,會密切留意旅客數字及港人出外的數字,暫時難評估會拖累相關收入多少,估計亦要視乎疫情持續多久,料下半財年漫遊方面的收入仍會受影響。在派息方面,上半財年派息按年減少,他解釋派息跌幅與盈利下跌勢頭一致,全年計公司仍會維持75%的派息比率。 ~

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