數碼通電訊(00315.HK)上半財年純利達2.46億港元 中期息每股14.5港仙
格隆匯2月22日丨數碼通電訊(00315.HK)公佈2023/2024年度的中期業績，截至2023年12月31日止六個月，股東應占集團溢利為2.46億港元(2022/23上半年：2.56億港元)。集團總收入為33.90億港元，較去年同期下跌11%，主要原因是期內手機及配件銷售收入下跌，但該銷售毛利與去年比較保持平穩，達1700萬港元。董事會宣佈派付中期股息每股14.5港仙，與去年一致。數碼通擁有10億港元的雄厚現金淨額，將從高利率環境中受惠。
集團服務總收入較去年輕微下降1%，而服務收入，撇除預繳、流動虛擬網絡營辦商和短訊業務收入，則表現出較強的復原力，於期內增長3%。這主要受惠於漫遊業務的強勁復甦，以及5G家居寬頻產品和企業應用方案業務的持續增長，抵銷了香港流動服務市場激烈競爭帶來的壓力。
於回顧期內，市場價格競爭激烈，經濟環境充滿挑戰。然而，在競爭如此激烈的環境下，數碼通流動服務月費計劃每用户平均收入(ARPU)及客户人數均上升1%，分別增至224港元及2,650,000名。目前5G服務客户佔整體客户人數38%，較2022年12月增長5%。撇除流動虛擬網絡營辦商(MVNO)、短訊及預繳服務，服務收入增長3%。市場亦出現明顯的阻力，包括激烈的價格競爭令較低端市場(特別是MVNO)受壓，以及由於與疫情相關的訊息服務終止，令短訊服務收入明顯下跌。
期內出境旅遊復甦令漫遊收入強勁回升，按年增長64%。截至12月止，漫遊收入已回覆至疫情前水平的86%，自恢復旅遊以來持續錄得按季增長。此增長趨勢由高端客户對數碼通數據漫遊產品的強勁需求所帶動。與疫情前相比，選擇使用數碼通漫遊服務而非第三方服務的客户比率增加逾一倍。公司留意到客户在旅遊時願意花費選用可靠便利的優質漫遊服務，因此數碼通繼續致力滿足客户的期望，並持續作出相關投資，藉此進一步推動相關業務的增長。
於2020年推出的數碼通5G家居寬頻服務，現已成為公司的重要增長動力來源，以速度更快、收費更低和更方便的服務，為沒有光纖網絡覆蓋的家庭提供更具優勢的選擇。此外，這項服務靈活有彈性、容易安裝，兼具成本效益，正吸引越來越多個人及中小企選用。
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