李泽楷:香港电讯(06823.HK)ARPU全港最高 5G中期有利可图
香港电讯(06823.HK)主席李泽阶出席股东大会时被问及5G业务是否有利可图,他认为5G业务中期是有盈利的,不过发展初期则未必。他解释5G与其他业务一样,最重要ARPU表现,而现时公司ARPU是全港最高,较其他竞争者高约70元。
他认为用户会花费较多主要是因为公司有优质服务保证,又指出董事会每年亦有进行独立调查,访问顾客调查产品水平等,过去四年其4G、5G业务均是全港第一,冀表现可持续。他续指虽然受疫情封关影响,漫游服务收入跌幅较大,不过家居宽频表现完全弥补了相关跌幅,故公司看法审慎乐观,相信与派息相关的经调整现金流(AFF)不会受影响,但仍要视乎疫情是否反覆。
被问及会否竞投英超播放权,李泽楷明白英超对客户很重要,强调公司会进取竞投,但难「写包单」,认为要合乎股东利益。他补充现时除了英超以外,公司亦有转播欧洲国家杯全部赛事故用户毋须担心。
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