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告別 固話運營商 移動服務成為中國電信第一大業務 @ 2012-03-21T05: Back Hot News
Keyword:中電信
Concept:1200億元 , 中電信2012年
中電信多賺7.3% 日後或派高息
自中電信早前宣布引入IPHONE後,市場憂慮其手機補貼開支可能增加,中電信接連捱沽,現時已回落至10天線等各移動指標,落後於中移動,如估計業績或有機會帶動中電信追落後,或可考慮新上市中電信購17499,行使價5.1元,12年10月到期,實際槓桿7.1倍,引伸波幅32.8%,正股每移動1格,窩輪理論價移動約3格。
摩根士丹利亦認為,由於 3G 市場競爭加劇,故令市場預期中電信於未來2-3年的盈利難以達致強勁增長;花旗又指,因中電信要為銷售 IPHONE 4S 作出宣傳,故令市場推廣成本上漲,故該行調整中電信2011-13年盈利預測2-27%,並估計,中電信2012年將會售出130萬部 IPHONE 4S。
中電信推IPHONE短期受壓

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