Friday, February 22, 2008

手機費有通縮

港股方向全無,且看藍籌股中,20隻跌,22隻升,一隻無升跌就知,難怪成交又縮減至只有755億元。以為投資者坐定定觀戰,總比落場輸錢好,禤中怡卻有歪論,就是陳冠希在下午3時召開記者招待會,電視台現場直播,大家先睹為快,無心戀戰,影響交投。哈!


股市淡靜,電訊市場卻熱鬧非常,特別是流動通訊行業,君不見營運商陷入新一輪低價戰,新世界傳動網話月費29元有750分鐘通話時間,中國移動(941)旗下萬眾電話更有35元月費,已包括隧道費,免費通話時間有850分鐘,計落豈不是每分鐘4仙多少少?若走上旺角街頭,3、電訊盈科(008)和新世界傳動網出動車陣拉客,甚至有69元月費有近2,000分鐘,總之是低處未算低。


電訊管理局剛公布直至去年底,本港流動電話用戶總數達1,058.8萬名,即一年增114.4萬名,當中3G客戶數目更首度突破200萬名,佔總數比重增至約18.9%,肯定不算多。最得意的是,在1個月內曾使用一次3G服務的也計算在內,誤差有幾多就好難知,但反映3G服務未算普及化。


同電訊界朋友談起,他亦大呻辛苦經營,以為3G有好前途,因為話音服務收費愈跌愈有,要提高收入就要諗計,如增加數據服務收入等,奈何有行家似乎亦放棄這個陣地,索性將一些要收月費的服務納入基本月費計劃內,真的不知收入增長靠甚麼呢。


且看澳洲電訊公司Telstra公布半年業績,持有逾七成股權的香港流動電話聯營CSL New World Mobility於去年底未扣利息和稅項前盈利增19.5%至3.98億元,用澳元計就升25.7%,因手機賣得多,數據和國際話音(即漫遊服務)等收入上升,抵銷本地話音收入下跌影響。當然,CSL同新世界傳動網合併完成,省回資本支出也應記一功。Telstra雖無披露客戶人數,但賺得是否夠多,肯定比客戶數目重要。


不過,近期低價搶客亦不一定蝕底,所謂密食當三番,收入起碼不會大跌,對網絡使用率亦沒有太大影響,難怪用「2G價錢、3G服務」做賣點。不過,3G服務講求的數據服務,又是否證明真的暫難帶來搵錢能力呢?


朋友又話做流動電訊,經常要注意環境變化,1幢新樓落成,也要重新規劃發射站分布,否則斷線多、收音差就捱罵,至於地庫、電梯等接收無障礙就更是例牌菜,所以十分羨慕海外行家的網絡覆蓋要求相對較低,更話固網商投資相對較穩定,價格戰況亦不太激烈,因為對手少嘛!


禤中怡見到電盈輕鬆拿26億元私有化盈大地產(432),似乎已迅速恢復元氣,而城市電訊(1137)檔香港寬頻有資源做機場公眾收費電話業務,似乎提升知名度勝於一切,可見固網商搵到食,確又難怪朋友趁機訴苦。


(2月22日刊於《am730》)

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