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数码通(00315.HK):5G上客表现超预期 料「太空卡」实名制影响不大
阿思达克 02-23 17:49
数码通电讯(00315.HK)副主席冯玉麟出席业绩发布会时表示,现时有接近10%的SmarTone流动网络客户转用5G计划,表现超预期。他透露5G ARPU平均贵50-100元左右,认为随着之後有更多5G应用,将吸引更多客户选用,而趋势上很多客户合约到期後亦愿意升级5G,故认为ARPU提升情况可持续。

市场及销售部主管林宝彤表示,5G家居宽频方面上客亦较预期好,之後会推出连路由器的组合等,对产品表现有信心。

冯玉麟预期疫情仍影响到全球旅游,故不认为漫游服务可以全面复苏,认为需要耐性才可逐步恢复,即使只是内地通关亦有很大影响。他认为未来六至十二个月仍有很大竞争及挑战,公司会继续确保网络服务表现。

针对政府推「太空卡」实名制谘询,冯玉麟指现时公司仍在评估影响,暂时认为影响非特别大,因为集团预付业务方面大部分是来自「自由鸟」,而「自由鸟」已是实名制,目前正了解政府想如何推行才会有更详细分析。

财务部主管梁德文透露,公司全年资本开支预测约6.5-7亿元,而上半财年资本开支约2.9亿元,料下半财年将介乎3-4亿元之间。(el/u) ~

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