數碼通(00315.HK):5G客戶佔比逾15% 4G升級ARPU增約50-100元
數碼通電訊(00315.HK)副主席馮玉麟出席線上業績發布會時表示,展望來年經營環境仍具挑戰,估計頻譜使用費方面攤銷將顯著上升至逾4億元,加上缺乏政府補貼及漫遊收入復甦仍存在不確定性,不過公司對前景維持審慎樂觀,無意改變派息比率。
在新收入機遇方面,他指出客戶升級至5G帶動月費提升,而企業解決方案增長亦有利業務改善,而新業務如網絡安全及5G家用寬頻等亦有新機遇,期望中期可為股東帶來穩定回報,長遠則料數據漫遊復甦可帶來長遠上行。
他指出,現時數碼通5G客戶佔比高於15%但少於20%,雖未能披露具體ARPU但強調表現非常好,期望比例續升,認為公司建立了很好的5G網絡而客戶亦不介意花一至兩杯咖啡的價錢升級。
而出席同一場合的科技總裁鄒金根則透露現時客戶由4G升級至5G時,ARPU大概增加50-100元左右。他表示來年公司核心資本開支預算約6-6.6億元左右,之後兩年料降10-15%,即是約5.5-6億元左右。
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