香港電訊-SS(06823.HK)年度總收益增加3%至313.7億港元 擬每股派44.44港分
格隆匯2月22日丨香港電訊-SS(06823.HK)公佈，截至2023年12月31日止年度，總收益(未計流動通訊產品銷售)增加3%至港幣313.70億元。集團收益增加，加上全力推行包括人工智能應用部署的優化成本措施，帶動EBITDA總計增加3%至港幣134.00億元。股份合訂單位持有人應占溢利增加2%至港幣49.91億元；每個股份合訂單位基本盈利為港幣65.89分；及每個股份合訂單位的末期分派為港幣44.44分，因此全年總分派為港幣76.49分，相當於全數分派本年度每個股份合訂單位的經調整資金流。
截至2023年12月31日止年度，流動通訊業務的服務收益增長加快，上升5%至港幣83.48億元，反映漫遊收益迅速復甦，採用5G服務的勢頭進一步提升及後付客户基礎增長強勁，儘管價格敏感度較高的市場競爭激烈。隨着國際旅遊全面恢復，流動通訊業務的數據漫遊服務需求急升。值得注意的是，個人出境漫遊收益於2023年下半年已回覆至2019年疫情前水平的95%。因此，2023年漫遊總收益按年躍升176%。5G服務滲透率繼續上升，客户基礎於2023年12月底已接近140萬人，佔後付客户總數41%。
由於整體市況疲弱，加上手機缺乏新功能吸引升級，消費者延遲更換手機，令流動通訊產品銷售較為疲軟，由港幣36.24億元降至港幣29.60億元，因此流動通訊總收益微降至港幣113.08億元。然而，由於營運效率提高，流動通訊業務EBITDA於年內增加4%至港幣50.60億元，邊際利潤提升至45%，而流動通訊服務EBITDA則增加百分之五至港幣50.57億元，邊際利潤為61%。
企業業務錄得強勁增長，源於我們提供行業特定的方案，協助企業客户更好及更有效地服務其顧客。因此，本地數據收益於2023年錄得百分之十的可觀增長。此外，香港電訊成功從企業客户贏得新項目，其合約總值於年底逾港幣40億元。隨着個人、家庭和企業對高速、可靠的寬頻服務方案需求持續，更多客户升級至光纖入屋("FTTH")服務，當中包括新推出的2.5Gbps服務，帶動寬頻收益增加2%。由於NowTV進一步加強內容組合及提升觀賞體驗，收費電視業務於年內保持堅韌，而本地電話業務則繼續受基本語音服務轉移至流動通訊及數據以及中小企市場疲弱影響。因此，本地電訊服務業務收益增長2%至港幣168.73億元。
電訊服務總收益增加1%至港幣241.70億元，反映本地電訊服務收益表現穩健，然而部分增幅被國際電訊服務業務較低的語音收益抵銷。電訊服務EBITDA總計增長3%至港幣93.71億元，邊際利潤改善至39%。
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