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China Mobile Limited 2013-03-18T11:34 財經茄呢啡 中國移動(0941) 2012年全年營業收入5,604億元人民幣,同比增長6.1%。EBITDA同比增長1.0%。股東應占利潤同比增長2.7%。公司營收利潤增長放緩,基本符合預期。
China Mobile Limited 2013-03-15T07:17 財經茄呢啡 中國移動(941)公佈業績,備受注視的資本開支則較預期為高。中移動今年資本開支1,902億元人民幣,高於去年49%,當中有52%用於TD-LTE(4G技術)網絡建設。
China Mobile Limited 2013-01-17T16:00 財經茄呢啡 中信証券給予中國移動(0941)目標價為77.20港元,首次給予「賣出」評級。中信証券近年來中國移動營收增長放緩,移動電話用戶份額由2009年初的74%下降至今年三季度末的64.6%,2015年之前中移動料難以憑藉TD-LTE網絡取得競爭優勢。中移動未來市場份額、盈利將逐漸下滑。
China Mobile Limited 2013-01-11T09:45 財經茄呢啡 中移動(941)董事長奚國華指,要在互聯網領域有所作為,應探索新的路徑,尋找新增長。工信部副部長尚冰強調,2013年將發展TD-LTE(4G),中移動要統籌協調好TD-LTE與TD-SCDMA(3G)的發展,並指工信部等多個部委正研究進一步加大支持力度的相關政策。
China Mobile Limited 2012-11-30T09:15 財經茄呢啡 沈振盈 : 中移動(941)繼續強勢,仍是推動大市上升的領導股份,若股價上破92元,應可挑戰98元水平,若以估值計,撇除4G及iPhone的因素,應可升到約15倍PE,約105元水平。
China Mobile Limited 2012-11-26T09:35 財經茄呢啡 沈振盈 : 可將強勢股如內銀及中移動(941)等,先減一半獲利,轉而買入落後的內險及其他非指數實力股。
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