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摩通削中電信目標至4.6元 料今年少賺14% @ 2012-03-21T11: Back Hot News
Keyword:中電信
Concept:中電信2012年 , 165億元人民幣
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。
對此,中電信特推出19元/39元飛Young套餐,最低月租費19元,用戶可選擇購機送話費補貼和0元購機/合約計劃等模式。除套餐內超大3G流量外,超出套餐外流量只需0.06元/M。同時,用戶還可選擇包括三星、摩托羅拉、夏普在內的15款專享天翼互聯網定制終端。

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