Gerade mit China Unicom eingedeckt
Seite 1 von 2
neuester Beitrag: 08.12.08 06:45
|eröffnet am:||06.07.04 09:59 von:||Parocorp||Anzahl Beiträge:||47|
|neuester Beitrag:||08.12.08 06:45 von:||skunk.works||Leser gesamt:||6401|
|bewertet mit 1 Stern
skunk.works : @qi
aber sie kommt auf längere Sicht, nur nicht so massiv: Generell faktoren: HK Ausblick, generelle Börse, ansonsten wird sie von dem Schwung bis 2008 profitieren, aber keine Wunder erwarten...sondern ca 3H$ in den nächsten 3 Monaten....viel Glück
-hängt es von der Verteilung der Lizenzen 3G etc ab
-ob China Mobile Festanschlusslizenzen erhält
-wer den Internet Markt für sich ausmacht, etc etc
- ausserdem heimlich im Schatten "der Grossen"
US Markt NY RT14.96+1%
heute in HK +2.2% auf 11,7
MARKET TALK: Unicom Outperforms; Citi Lifts Tgt To HK$14.2
skunk.works : Unicom adds 1.59m more users
Unicom adds 1.59m more users and gives upgrade nod to Ericsson
Wednesday, June 20, 2007
Mainland mobile operator China Unicom (0762) added 1.59 million new users last month, bringing the number of subscribers at the mainland's No2 carrier up to 150.1 million as global equipment providers eagerly await the introduction of third-generation services in the world's largest market.
The larger of China Unicom's two networks - which is based on the European-backed GSM standard - attracted 1.139 million new users last month, bringing its total to 111.44 million.
The smaller network, based on the US-developed CDMA standard, saw an additional 451,000 new users, boosting the total to 38.66 million.
In April, China Unicom added 1.14 million new GSM customers and 483,000 CDMA customers, for a total of 1.623 million new customers.
China Mobile (0941) had 321.4 million subscribers on its GSM network at the end of April after adding a record 5.28 million new users that month.
China Mobile does not operate a CDMA network.
Meanwhile, Stockholm-based Ericsson announced it has been selected by China Unicom to upgrade its GSM network across six provinces to offer enhanced data services and provide capacity for an additional four million users.
"The framework agreement further increases Ericsson's GSM market share with China Unicom," the network infrastructure provider said in a statement Tuesday.
Under the eagreement, the Swedish company will deploy its mobile softswitch solution to raise Unicom's capacity on its networks in Jilin, Henan, Jiangsu, Yunnan, Hainan and Liaoning provinces.
"We are committed to supporting China Unicom in constantly evolving its network with our latest technology, and we are confident that our proven mobile softswitch solution will allow it to further enhance its service offerings to end users," Ericsson's greater China president Mats Olsson said.
Unicom recently selected Ericsson as a major supplier of general packet radio service, a faster version of GSM, core systems to upgrade its networks in eight provinces.
The provinces are Jilin, Henan, Jiangsu, Hubei, Anhui, Sichuan, Yunnan and Hainan.
FFDD : Aufwachen!!
Peking 26.06.07 (www.emfis.com)
Der Umsatz des gesamten chinesischen Telekommunikationssektors betrug in den ersten fünf Monaten 318,67 Mrd. Yuan (41,82 Mrd. USD), so die Mitteilung des Ministeriums für Informationsindustrie. Gegenüber dem Vorjahreszeitraum ist das ein Anstieg um 10,1 Prozent.
Der reine Telekombereich erzielte einen Anstieg des Umsatzes von 9,6 Prozent auf 288,68 Mrd. Yuan (37,88 Mrd. USD) und der Postbereich von 15,2 Prozent auf 29,98 Mrd. Yuan (2,93 Mrd. USD).
Mit Ende Mai verzeichneten die Mobilfunkunternehmen Chinas zusammen 494,6 Millionen Nutzer, ein Anstieg gegenüber Ende 2006 von 33,51 Millionen. Insgesamt wurden in den ersten fünf Monaten 230,63 Mrd. gesendete SMS gezählt, 37,3 Prozent mehr als im Vorjahr.
Im Festnetzbereich stieg die Kundenzahl in den ersten fünf Monaten gegenüber dem Ende 2006 um 43,94 Millionen auf 372,21 Millionen.
Wertpapiere des Artikels:
CHINA TELECOM H ChartNewsNews
CHINA UNICOM LTD. ChartNewsNews
CHINA NETCOM GRP A ChartNewsNews
CHINA MOBILE (HK) ChartNewsNews
skunk.works : ..weiter aufwachen..;-)
2007-6-29 12:47:00 p.m. HKT, XFNA
BROKER CALL - China Unicom 'outperform' amid restructuring - Macquarie
BEIJING (XFN-ASIA) - Macquarie Research Equities said it is raising its call on China Unicom to ""outperform"" from ""underperform"" on potential benefits seen emerging from a restructuring.
""We have revised our status quo forecasts and explicitly modelled restructuring scenarios to value the company. This reflects our view that China Unicom is well positioned to extract some of the upside in value from its networks on sale to China Telecom and Netcom,"" Macquarie said in a note to investors.
Macquarie said in its negotiations with China Netcom to sell CDMA and GSM assets, Unicom is in a strong position to negotiate price.
""The key issue in the likely restructuring scenario for Unicom is what amount it will receive for selling its GSM and CDMA networks. Given the situation of an unwilling seller (Unicom) and forced buyers (China Telecom and Netcom) for which a mobile business is essential for future growth, we think that Unicom has the upper hand,"" the note added.
The target price was also raised to 15.54 hkd from 9.45.
Macquarie also revised 2007 earning per share downwards by 6.4 pct, 2008 EPS up by three pct and 2009 up by 10.7 pct.
At 12.23 pm, Hong Kong shares of China Unicom were down 0.16 hkd, or 1.17 pct, at 13.48 hkd.
(1 usd = 7.8 hkd)
skunk.works : C Unicom ++
China Unicom Ltd said subscribers for its GSM (global system for mobile) services stood at 115.92 mln at the end of September, against 114.76 mln at end-August.
The company said its post-paid GSM users rose by 6.07 mln in the first nine months of the year to 60.34 mln, while prepaid users were up by 3.97 mln to about 55.6 mln.
Subscribers for its code division multiple access (CDMA) service totaled 40.1 mln at the end of September, against 39.75 mln at the end of August, the mainland firm said.
Post-paid CDMA subscribers rose by 3.39 mln in the nine months to September to about 36.84 mln, while prepaid users were up 229,000 by to 3.27mln.
China Unicom Jan-Sep Net Profit CNY5.11 Bln; Up 22%
China Unicom Ltd. (0762.HK) said Friday its net profit rose 22% in the first nine months, on growth in revenue and better cost control.
The Hong Kong-listed unit of China's second-largest mobile operator by subscribers said its net profit for the January-September period was CNY5.11 billion, up from CNY4.19 billion in the year-earlier period.
Revenue was CNY74.12 billion, up 5.5% from CNY70.23 billion in the year-earlier period.
Lehman Brothers keeps China Unicom (0762.HK) at Overweight with target HK$20.00
after meeting CU's CFO. Says key messages from CU: CU will focus on enhancing its wireless value-added services to strengthen the growth engine for its subscriber base and earnings; a possibility that FY07 budgeted capex may not be fully spent due to lower equipment pricing; relationship with SK Telecom (017670.SE) continues to strengthen with recent conversion of convertible bonds. Stock off 2.6% at HK$15.04.
China Unicom Ltd said it added 1.49 mln new subscribers in October, compared with a net addition of 1.52 mln in September.
As of end-October, the company had a customer base of 157.52 mln, of which 117.05 mln used GSM cellular services and 40.47 mln used CDMA services.
China Unicom said its postpaid GSM users increased by 6.83 mln in the first ten months of the year, with the number of prepaid users up by 4.35 mln.
Postpaid CDMA subscribers also rose by 3.73 mln in the January to October period, while prepaid users increased by 245,000.
skunk.works : C Unicom -5,4% = 16,06h$
An Institutional investor has hired JP Morgan to arrange a sale of 150M China Unicom (762) (hold) shares at between $16 and $16.2 each in order to raise up to $2.43B.
The price represents an up to 5.77% discount to the stock?s close of $16.98 yesterday. Despite the sale document did not identify the investor, it is expected to be SK Telecom.
The size of the deal is relatively small compared with the market cap of Unicom, it should not have great impact on the share price.
skunk.works : China Unicom raised to 'hold' on valuation
Daoheng Securities Ltd raised its call on China Unicom Ltd to ""hold"" from ""sell"" due to current affordable valuations for the company.
""The counter is now trading at 23.4 times 2008 PER with consensus EPS growth of 25 pct that we think is no longer expensive. We therefore upgrade China Unicom,"" Daoheng said in a note to investors.
The target price is 17.8 hkd.
The company's shares in Hong Kong today closed down 0.06 hkd, or 0.37 pct, at 16.1 hkd.
Hong Kong-listed China Unicom target raised to 20.4 hkd
UBS said it has raised its target price on China Unicom to 20.4 hkd from 17.5 to reflect a new growth driver in value-added services.
It also upgraded its EPS forecast for 2007 to 0.61 yuan from 0.58, while the 2008 forecast was raised to 0.73 from 0.70 and the 2009 projection to 0. 80 from 0.78, based on higher revenue growth and EBITDA margin forecasts.
It maintained a ""buy"" rating on the stock.
""Trading on 7 pct of China Mobile's market capital, we believe Unicom is still undervalued on an asset basis,"" UBS said, adding that the share price underperformance, relative to peers, in the past three months has created a particularly attractive buying opportunity.
It noted that China Unicom's ""hidden"" value could be released following an industry restructuring.
""We still view Unicom as a better restructuring play than the fixed-line stocks, as Unicom's improving fundamentals and exposure to overall mobile growth could be a good shield against the uncertainties associated with industry restructuring,"" UBS added.
At 3.00 pm, China Unicom shares were up 0.78 hkd or 5.2 pct at 15.78.
skunk.works : C Uni + 1,77% = 17,28h$
percent after local media reported that its chairman, Chang
Xiaobing, may become chief executive of bigger rival China Mobile
as part of a reshuffling of China's telecommunication
industry that is expected to begin later in May.
skunk.works : C Unicom +11,88% = 18,48h$
The portals Sina.com and Sohu.com both reported that Zhang Chunjiang, general manager of China Netcom, will be named vice president of China Mobile. Wang Jianzhou, China Mobile's chairman and president, will keep his current position.
Meanwhile, Wang Xiaochu, the chairman of China Telecom, will retain his position while Chang Xiaobing, chairman of China Unicom, will be placed in charge of the working committee organizing the new China Unicom.
The reports said the restructuring will involve China Telecom buying China Unicom's CDMA business and China Unicom's GSM business merging with China Netcom.
China Mobile will merge with China Tietong Telecom, a railway-based telecom operator.
China Mobile, the nation's biggest mobile carrier, lost 1.2 percent at HK$128.50, while peer China Unicom gained 7 percent at HK$17.68.
China Telecom, the largest fixed line company in the mainland, rallied 5.3 percent to HK$5.57 and China Netcom surged 6.2 percent to HK$25.50.
skunk.works : C Unicom + 2,92%=9,16h$
Unicom underperformed in den letzten Monaten (vgl C Mobile & C Telecom die je ca 2% verlieren C Unicom ca 19%)
derzeit wird über die 3G Einführung (Vergabe der Lizenszen disk) C Uncom fährt aber mit GSM/WCDMA chinese standard...demnächst
die Einkommensverluste Anfang 09 sind eingepreist
CU hat den besten "Schnitt" bei der Neuverteilung der assetts gemacht
skunk.works : C Unicom + 9,69% = 9,96h$ =0,979e
Consider absence of cut throat discounts among Chinese telecom operators as suggested by key government officials and higher 3G ARPU, we see good prospect of CU?s earnings from 2010 onwards.
After all, CU should no doubt be the major beneficiary of restructuring in telecom industry. BUY and target price of $12.0 maintained.