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數碼通(00315.HK)料來年資本開支將下降一成 續拓5G家居寬頻業務
阿思達克 09-02 17:38
數碼通(00315.HK)截至6月底止純利按年下跌5%。副主席馮玉麟指出,撇除收取政府補貼的影響後,期內溢利按年增長16%,仍屬健康水平。他指出,在攤銷近年新投得及續期頻段成本的全年影響下,頻譜成本預期將會於2023財年見頂,未來一年資本開支預期將下降約10%,同時估計網絡成本將略有下降,並於未來幾年維持穩定水平。 副行政總裁譚樂文指,雖然現時業務規模及市佔率仍較少,但5G家居寬頻服務已開始成為主要業務增長動力來源,在客戶數量及收入成長速度顯著,未來將著力推廣至窄寬及營運商選擇較少的地區,估計市場上仍有20萬至30萬戶仍在使用很慢且價格較高的網絡,發展潛力龐大。 談及市場競爭,馮玉麟表示此前已出現過價格戰,但客戶同時亦重視服務質素,現時市場上的計劃價格已調整,減幅變得溫和,對價格競爭並不感到擔心。他又指,漫遊業務收入於上一季出現初步回升的跡象,但預期復甦步伐依然較緩慢。
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