和記電訊香港(00215.HK)上半年收益下跌10%至22.98億港元
格隆匯7月29日丨和記電訊香港(00215.HK)公吿,今年上半年,集團的營運受到具挑戰性且不明朗因素所影響,使2022年首六個月的集團收益下跌2.67億港元或10%至22.98億港元。服務收益較去年同期減少4%,主要由於競爭激烈及2022年上半年本港因應對第五波新型冠狀病毒疫情而收緊措施,令企業解決方案收益減少,導致本地服務收益下跌8500萬港元或6%;惟漫遊服務收益微升,抵銷部分跌幅。由於受供應鏈限制影響,硬件及其他產品收益下跌1.95億港元或21%。
EBITDA於2022年首六個月下跌5,200萬港元或7%至6.95億港元,主要由於上述服務收益下跌及集團致力建設全港最佳的流動通訊網絡,導致網絡營運成本上升,但集團加強"店中店"的策略及持續提升效率的措施,抵銷部分跌幅。
LBIT為4,300萬港元,較去年同期下跌1.35億港元或147%。除上述因服務收益下跌及網絡營運成本上升影響EBITDA外,有關跌幅主要因2021年頻譜牌照續期,以及為滿足數碼體驗需求上升而加大網絡基建及相關技術的投資,導致折舊及攤銷增加所致。
股東應占虧損及每股虧損為9,600萬港元及1.99港仙,較去年同期下跌410%。
2022年6月30日,香港及澳門客户總數約為300萬名,與去年同期約320萬名比較,下跌7%,主要受本港電話智能卡實名登記於2022年3月1日開始所影響,部分跌幅因後繳、流動寬頻及SoSIM的客户數目增加而有所抵銷。每月後繳客户流失率改善至0.7%(2021年上半年:1.1%),主要由於集團採取針對性策略以提升客户忠誠度,以及持續致力挽留客户。
由於ARPU轉弱,以及2022年年初本港因應對第五波新型冠狀病毒疫情而收緊措施,令企業解決方案收益較預期為少,導致本地後繳淨ARPU下跌7%至149港元。
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