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Unicom operators worry about Apple's disclosure of earnings divided by the mobile food - operat by wqegtf desvf





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Unicom operators worry about Apple's disclosure of earnings divided by the mobile food - operat by
Article Posted: 02/13/2011
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Unicom operators worry about Apple's disclosure of earnings divided by the mobile food - operat


 
Business,Business News,Business Opportunities
HC communication network : The three operators have recently announced fiscal year 2009 performance report, not difficult to find the three operators have their own characteristics. China Mobile Net profit of 115.2 billion yuan last year, earned 315 million day in three is undoubtedly the most money in gas. China Telecom The bright spot is reflected in the popularity, the last year CDMA Net increase in the number of users reached 28.18 million, an increase of 101% over the previous year, the rapid growth of new subscribers. For China Unicom , In addition to poor performance of the report, the move to sub-eat "Apple" has let it hurt.

Make 300 million mobile day "s Golden King" Three operators, China Mobile, the first to report results. Filing shows China Mobile revenue 452 100 000 000 last year, up 9.8%, net profit of 115.2 billion yuan, increased by only 2.3% year on year. In contrast, The other two seem bleak. China Telecom's revenue for the 208.219 billion yuan last year, up 12.9%, net profit was 13.271 billion yuan, down 33.9%. China Unicom to achieve communications services revenue last year, 149.1 billion yuan, down 1.2%, net profit of 9.56 billion yuan, down 35.2%. China Mobile's net profit is the sum of two other 5 times, is truly a "smoking golden king", but end of last year with net cash of 230.2 billion yuan.

With the other two, as China Mobile has not weakened the profitability out of this situation. "Contrast can be found in 2008, China Mobile revenue growth slowing, profit growth fell seriously. 2008, China Mobile net profit increase of 29.6%, 2009 was only 2.3%, less than one-tenth of the former." Telecom industry Ma Jihua, said researchers.

Although China Telecom 33.9% drop in net profit last year, but last year's fourth quarter net profit rose 7.5%, ending four consecutive quarters of decline. Wang Xiaochu, general manager of China Telecom, said in the earnings call, with the entire business operations to further promote the China Telecom profits fall inflection point will break through, "2009 has reached the lowest point of V-shaped." After the earnings announcement, including Merrill Lynch, Credit Suisse and HSBC Holdings and a number of investment banks have also raised the stock's rating and target price.

Growing faster telecommunications hot phenomenon Users Although the gas on in the financial lost a length of China Mobile, China Telecom is winning enough, a net increase in mobile phone users market, steal the show.

Earnings data show that China Telecom last year, the number of mobile phone users reached 56.09 million, a net increase of 28.18 million, an increase of 101% over the previous year. Correspondingly, China Mobile net users 65.03 million last year, an increase of 14.4%. 23.8% in 2008 compared to the growth rate decreased more significantly.

New mobile phone subscribers in the market, after China Mobile, has held an absolute monopoly, but since last year have been gradually eroded by the two competitors, especially China Telecom. Last year in December, China Mobile mobile phone users in the new market share of 47.9%, while the share of China Telecom's new subscribers last year in January from 12% to 35% in December last year, up strong momentum in the new China Unicom users to share up slightly. In individual regions, such as Shanghai, China Telecom, the user incremental market share of more than 50%.

Incremental changes in the market will inevitably lead to patterns of mobile users change the overall market, as of the end of 2009, China Mobile's users to share dropped to 71.9%, compared with the end of 2008 fell by 1.8 percentage points; China Telecom rose 2.7 percentage points , rose to 8.3%.

Unicom may be worried about Apple pie

Addition to poor performance figures, the other on the Unicom unfavorable news is that China Mobile is brewing push TD Edition iPhone.

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