Market Brief

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Author

黃家豪先生(Karl Wong)
高級交易員

現任職輝立交易員,有多年投資股票、期權及期貨經驗。歡迎各位交流心得。
Phone:
2277-6655

數碼通(00315.HK)

Thursday, June 20, 2019 Views813

數碼通電訊(00315.HK)是香港一間處於行業領導地位的流動電訊服務供應商,為香港及澳門市民提供話音、多媒體及流動寬頻服務,並為家居及商務市場提供固網光纖寬頻服務,其母公司為新鴻基地產。集團夥拍Ericsson及Qualcomm成功以最新3GPP Release 15中的5G NSA(非獨立組網)標準, 在智能手機展示5G高速連線。集團於門市提供數碼化客戶服務,又以社交平台與客戶互動,為客戶提供嶄新及貼心的體驗,亦可減省人力資源成本。

 

集團於2018/19年中期業績公佈,香港客戶數目較2017/18下半年增長12%,而總收入升至51億8千7百萬港元,較上年同期上升26%,主要由於較高的手機銷售,流動服務月費計劃ARPU達$250,股東應佔溢利上升1%。

 

現時香港4G流動通訊網絡已接近飽和,行業競爭相對激烈。全球包括香港在內將迎接5G時代,屆時或出現一輪換手機潮,而集團亦可借5G網絡收取較現時高的服務月費,提高收入,但需注意在實施5G制式前集團可能需要投入較大資源及成本。總括而言,背靠強大母公司,5G時代的來臨,5G或成數碼通將來新的增長動力。

 

數碼通於2018年11月初高位10.52元回落至現時7.43元,已有相當的回落幅度,現價市盈率約13.4倍,息率有5.5厘。可於7.3元附近吸納,中長線持有作收息。

 

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This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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