加拿大无线服务价格环比上涨,暗示运营商定价自律

投资观察
Jun 24

最新的加拿大消费者价格指数数据可能暗示,无线运营商在定价方面展现出一定的自律性。TD Cowen的分析师文斯·瓦伦蒂尼在一份报告中指出,无线服务价格同比下降了2.6%,但环比却上涨了5.9%。他表示,这一环比涨幅“与我们渠道调查所显示的竞争激烈程度相符”,表明“至少到六月为止,这种自律性得以维持”。

然而,瓦伦蒂尼也指出,该行业将面临更大的考验。考虑到“移民带来的用户数量增长可能在未来一年内不会加速”,整个行业仍需努力维持盈利性增长直至2026年底。

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