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香港寬頻(01310.HK):經營成本增 冀住宅方案收費可提升至更合理水平
阿思達克 11-02 17:20
香港寬頻(01310.HK)持股管理人兼執行副主席楊主光表示,住宅業務爲上半年EBITDA貢獻約48%,相信住宅市場繼續是穩健「現金牛」,上半財年公司專注於提升客戶基礎,而今年初起同業陸續提價,香港寬頻則在提價的同時升級服務質素及推出WiFi6 Gateway等更多新產品,以提升用戶忠誠度。 楊主光坦言,經營成本大幅上升,因此認爲未來提供服務增值的同時,應收取較爲合理水平的月費。企業解決方案方面,他透露在手新訂單預期有超過40億元,目標於未來六個月轉化爲營業額。 截至8月底止全年度香港寬頻由盈轉虧,錄得虧損12.67億元,主要來自於財務成本增長近兩倍,以及商譽非現金減值的影響。談及融資成本趨升,他強調外圍息口波動無法左右,但經營開支、資本支出及現金流狀況等內部經營指標可控。 目前公司與Netflix、Disney+、 myTV SUPER 及iQIYI愛奇藝合作爲住宅客戶提供OTT內容結合寬頻服務方案,楊主光透露,香港寬頻定位爲世界級OTT娛樂營運商,未來會繼續尋求與更多新的OTT供應商合作。
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