李澤楷:香港電訊(06823.HK)ARPU全港最高 5G中期有利可圖
香港電訊(06823.HK)主席李澤階出席股東大會時被問及5G業務是否有利可圖,他認為5G業務中期是有盈利的,不過發展初期則未必。他解釋5G與其他業務一樣,最重要ARPU表現,而現時公司ARPU是全港最高,較其他競爭者高約70元。
他認為用戶會花費較多主要是因為公司有優質服務保證,又指出董事會每年亦有進行獨立調查,訪問顧客調查產品水平等,過去四年其4G、5G業務均是全港第一,冀表現可持續。他續指雖然受疫情封關影響,漫遊服務收入跌幅較大,不過家居寬頻表現完全彌補了相關跌幅,故公司看法審慎樂觀,相信與派息相關的經調整現金流(AFF)不會受影響,但仍要視乎疫情是否反覆。
被問及會否競投英超播放權,李澤楷明白英超對客戶很重要,強調公司會進取競投,但難「寫包單」,認為要合乎股東利益。他補充現時除了英超以外,公司亦有轉播歐洲國家盃全部賽事故用戶毋須擔心。
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