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【大行言論】摩通降中電信(0728-HK)評級至「中性」,目標價減17%至4.5元 @ 2013-03-21T11: Back Hot News
Keyword:中電信
Concept:開支750億元人民幣 , 去年中電信移動業務
今年集團流動電訊業務資本開支改由上市公司承擔,涉及200億元人民幣,令中電信整體資本開支預測大升近四成至750億元人民幣。
中電信今年資本開支增加至750億元
中電信(00728.HK)去年固網業務資本開支為537.3億元人民幣(下同),而母企承擔的移動業務資本開支為187.94億元,共725.25億元。中電信估計今年資本開支為750億元,按年升3.4%,當中200億元為移動業務資本開支,550億元為固網業務資本開支。
·中電信今年計劃增加3000萬3G用戶
中電信(00728)今日公布業績,董事長兼首席執行官王曉初於記者會表示,今年頭兩個月3G用戶發展平穩,預計今年全年新增3G用戶可逾3000萬,用戶平均每月費用(ARPU)總值料平穩發展。中電信去年3G用戶淨增3276萬,ARPU為72元
中電信去年3G用戶新增3280萬,高於該行預期,主要由7月開始,2G用戶持續轉移至3G。該行料中電信去年移動業務綜合ARPU維持穩定,為52.2元人民幣,今年將介乎52-53元人民幣。預期2012年下半年移動數據業務收入按年增39%,占移動業務收入總額的48%。該行指,工信部的寬頻政策應有助緩解ARPU下跌。

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