Market Brief

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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

00215.HK 和記電訊香港

Monday, September 23, 2019 Views327

和記電訊香港控股有限公司(00215.HK),透過和記電話有限公司於香港以「3」品牌於香港及澳門提供 流動通訊業務,是行業其中一個領導者。集團提供多元化的流動電訊服務及產品,並致力發展與互聯網及個人電腦匯流以數據為中心的服務。為客戶提供本地話音、短訊、多媒體訊息服務、IDD及國際漫遊等流動通訊服務,以及以寬頻為主的數據服務及應用程式。

 

和記電訊香港於2019上半年收入為25.15億港元, 較上年同期下跌37%。服務收入下跌3%至17.82億元, 其中漫遊服務收入上升3%至3.58億,佔集團服務收入20%,但本地數據服務收入則下跌,主因行業競爭激烈。硬件收入亦顯注下跌66%,主要由於客戶對新手機的需求放緩。

 

隨著5G時代來臨,3香港亦已完成提升現有的網絡架構,完成3.5吉赫及28吉赫頻段的5G室外網絡測試。如5G於香港及澳門正式實行,應會有新一輪換手機潮,而5G的服務月費估計會比現時的4G高,期望會為集團提升服務及硬件收入。

 

集團於2018下半年派發末期息及特別息合共83.2仙,以現價計預期2019年息率可達4厘以上,建議於1.3元買入作收息之用。

 

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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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