數碼通電訊(00315.HK)公佈年度業績:純利跌36.47%至2.69億港元,服務收入上升1%至45.46億港元
格隆匯9月1日丨數碼通電訊(00315.HK)公佈年度業績,截至2023年6月30日止年度,公司收入為67.63億港元,同比減少2.79%;股東應占集團溢利為2.69億港元,同比減少36.47%,基本每股盈利為24.3港仙,擬派末期息每股17.5港仙。
股東應占集團溢利下跌主要是由於錄得以攤銷成本計量之金融資產的預期信貸虧損為2.01億港元。如撇除預期信貸虧損,相關股東應占集團溢利為4.7億港元,較去年同期增長3.5%,主要原因是漫遊收入回升及5G家居寬頻服務增長。
集團服務收入上升1%至45.46億港元,主要原因是漫遊收入回升。手機及配件銷售收入錄得22.17億港元,而去年為24.69億港元,反映對旗艦手機需求疲弱及較差的消費者情緒。
年內,數碼通的業績理想,主要由於ARPU穩定,以及漫遊業務收入和5G家居寬頻業務收入分別增長49%及超過100%。公司的核心月費計劃客户持續增加,截至2023年7月止,轉用5G服務的客户達37%,較2022年6月增長9個百分點。
自2022年12月起,隨着全球旅遊活動持續增加,數碼通亦受惠於漫遊業務收入的強勁復甦,截至2023年7月止,漫遊業務收入已達疫情前水平的83%。儘管個人旅遊活動尤其於下半年迅速恢復,但商務旅遊的復甦卻較緩慢,預料未來數月將會有進一步增長的空間。公司相信客户現在更加重視可靠及優質的數據漫遊服務,因此數碼通將會繼續與全球夥伴緊密合作,提供流暢無阻的5G漫遊體驗,並提高數碼通客户使用漫遊服務的比率。
年內,數碼通5G家居寬頻業務的收入增長超過100%。需求的增長依舊源於沒有光纖網絡覆蓋的家庭,又或希望在不犠牲用户體驗的前提下獲得高效經濟的寬頻服務的家庭。這項於2020年推出的新業務一直顯着地推動我們的流動通訊業務增長,數碼通更獲《e-zone》、《PCMagazine》和《香港01》等多家知名媒體評為首選的5G家居寬頻服務營運商,在市場上擁有領先地位。公司預期此業務將會持續增長。
隨着企業對數碼化的需求日增,數碼通的企業應用方案業務於年內錄得雙位數百分比增長。公司預期此市場具有增長潛力,因此把握機會針對建造、運輸和物業管理等行業推出相應的解決方案。藉助與新鴻基地產的穩固合作關係,數碼通將繼續與集團加強合作,推出切合所需的方案。
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