Spy Software Found Preinstalled on Lenovo, Huawei, and Xiaomi Smartphones
By Joshua Philipp
Source: Epoch Times
http://www.theepochtimes.com/n3/1748900 ... campaign=1
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Telecoms, Mobile Phones, 5G, Satellite Communications etc.
Re: Telecoms & Mobile Phones Sector
by winston » Thu Sep 10, 2015 8:07 pm
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Telecoms & Mobile Phones Sector
by winston » Fri Sep 11, 2015 3:56 pm
China 4G Phone Shipment Surges Over 3x in Jan-Aug
China Securities Journal reported that based on the report of the Ministry of Telecommunications Research Institute, the overall shipments in the mobile phone market reached 47.384 million in August, representing a year-on-year increase of 56.5%.
In particular, the shipment of 4G phones amounted to 40.715 million, surging by 250.6% on a yearly basis.
From January to August, the total shipment for 4G phones was 274 million, leaping 306.9% year-on-year.
Source: AAStocks Financial News
China Securities Journal reported that based on the report of the Ministry of Telecommunications Research Institute, the overall shipments in the mobile phone market reached 47.384 million in August, representing a year-on-year increase of 56.5%.
In particular, the shipment of 4G phones amounted to 40.715 million, surging by 250.6% on a yearly basis.
From January to August, the total shipment for 4G phones was 274 million, leaping 306.9% year-on-year.
Source: AAStocks Financial News
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HK - Economic Data & News 02 (Oct 14 - Dec 15)
by behappyalways » Wed Sep 30, 2015 2:57 pm
Deft Touch With iPhone Screens Made This Entrepreneur $7 Billion
http://www.bloomberg.com/news/articles/ ... -7-billion
http://www.bloomberg.com/news/articles/ ... -7-billion
血要热 头脑要冷 骨头要硬
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Re: Telecoms & Mobile Phones Sector
by winston » Wed Sep 30, 2015 3:07 pm
Google: Android Has 1.4B Users
Sundar Pichai, the incoming Chief Executive of Google, mentioned that its operating system Android has increased its new users by 400 million since May 2014 and it now has 1.4 billion users.
The growth mainly comes from the emerging markets. For example, the number of users in Indonesia and Vietnam doubled in the past year.
Source: AAStocks Financial News
Sundar Pichai, the incoming Chief Executive of Google, mentioned that its operating system Android has increased its new users by 400 million since May 2014 and it now has 1.4 billion users.
The growth mainly comes from the emerging markets. For example, the number of users in Indonesia and Vietnam doubled in the past year.
Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector
by winston » Mon Oct 12, 2015 3:27 pm
<Research Report>Citi Expects Tower Asset Injection Positive to CHINA UNICOM, CHINA TELECOM
China Reform Holdings Corp., a firm under China?s SASAC, would buy 6% stake in China Tower Corp. (Towerco), involving more than RMB10 billion.
Citigroup in a research report expected that the Towerco would complete the tower asset injection deal by the end of October, which would have 15% and 10% value accretion to CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) respectively.
Therefore, the research house recommended a Buy rating on China Unicom, due to compelling valuations and near-term positive catalysts.
In addition, CHINA MOBILE (00941.HK) would be a 4G beneficiary.
The research house also forecast that based on the market expectations, towerco could operate additional businesses such as building and operating of electric-car charging piles, which would be a new growth driver.
Source: AAStocks Financial News
China Reform Holdings Corp., a firm under China?s SASAC, would buy 6% stake in China Tower Corp. (Towerco), involving more than RMB10 billion.
Citigroup in a research report expected that the Towerco would complete the tower asset injection deal by the end of October, which would have 15% and 10% value accretion to CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) respectively.
Therefore, the research house recommended a Buy rating on China Unicom, due to compelling valuations and near-term positive catalysts.
In addition, CHINA MOBILE (00941.HK) would be a 4G beneficiary.
The research house also forecast that based on the market expectations, towerco could operate additional businesses such as building and operating of electric-car charging piles, which would be a new growth driver.
Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector
by winston » Fri Oct 16, 2015 1:25 pm
<China Research Report>Citi: Tower Assets Spin-off Terms Broadly in Line; China Telecom Upgraded to Buy
Citigroup, in its research report, stated that Tower Company planned to acquire assets from CHINA MOBILE (00941.HK), CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) at a consideration of RMB213.9 billion (slightly higher than the broker's estimate of RMB205 billion), representing a premium of approximately 17.6% to 20.1%.
It was estimated that Tower Company can lift the market value of three telecommunications operators by 2%, 9% and 7% respectively.
Taking account of Tower Company's assets and its one-off impact, the broker upgraded CHINA TELECOM's rating to Buy and lifted its target price from $4.5 to $4.8.
CHINA MOBILE's target price was lifted from $125 to $127.
CHINA UNICOME's target was raised from $14.5 to $15.5.
Among the three companies, CHINA MOBILE was chosen as the top pick.
Source: AAStocks Financial News
Citigroup, in its research report, stated that Tower Company planned to acquire assets from CHINA MOBILE (00941.HK), CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) at a consideration of RMB213.9 billion (slightly higher than the broker's estimate of RMB205 billion), representing a premium of approximately 17.6% to 20.1%.
It was estimated that Tower Company can lift the market value of three telecommunications operators by 2%, 9% and 7% respectively.
Taking account of Tower Company's assets and its one-off impact, the broker upgraded CHINA TELECOM's rating to Buy and lifted its target price from $4.5 to $4.8.
CHINA MOBILE's target price was lifted from $125 to $127.
CHINA UNICOME's target was raised from $14.5 to $15.5.
Among the three companies, CHINA MOBILE was chosen as the top pick.
Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector
by winston » Fri Nov 20, 2015 5:08 am
China: Telcos hit by data rollover
China's three telecom giants saw revenue drop 6.5 percent to 83.3 billion yuan (HK$101.1 billion) in October from a year back, mainly due to a new policy of allowing mobile data roll-over to the next month.
The average charge per gigabit of mobile data also tumbled 35.5 percent to 80 yuan in the month, the Ministry of Industry and Information Technology said.
The free service, which allows users to carry forward unused data to the next month, was launched last month.
It followed the State Council's proposal in May to raise internet speeds while cutting prices. MIIT aims to cut average mobile data charges by 30 percent this year.
Shares of China Mobile (0941), China Unicom (0762) and China Telecom (0728) rose yesterday as monthly mobile internet traffic per user hit a record high of 360 megabits, up 88 percent from year back.
Their 4G mobile network customers also increased by 26 million from a month earlier to 328 million, accounting for more than a quarter of total mobile users in China.
China Unicom said its 3G and 4G users reached 176 million in October, up 4.2 million from a month ago.
Source: The Standard
China's three telecom giants saw revenue drop 6.5 percent to 83.3 billion yuan (HK$101.1 billion) in October from a year back, mainly due to a new policy of allowing mobile data roll-over to the next month.
The average charge per gigabit of mobile data also tumbled 35.5 percent to 80 yuan in the month, the Ministry of Industry and Information Technology said.
The free service, which allows users to carry forward unused data to the next month, was launched last month.
It followed the State Council's proposal in May to raise internet speeds while cutting prices. MIIT aims to cut average mobile data charges by 30 percent this year.
Shares of China Mobile (0941), China Unicom (0762) and China Telecom (0728) rose yesterday as monthly mobile internet traffic per user hit a record high of 360 megabits, up 88 percent from year back.
Their 4G mobile network customers also increased by 26 million from a month earlier to 328 million, accounting for more than a quarter of total mobile users in China.
China Unicom said its 3G and 4G users reached 176 million in October, up 4.2 million from a month ago.
Source: The Standard
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Re: Telecoms & Mobile Phones Sector
by winston » Mon Nov 23, 2015 11:50 am
<Research Report>BofAML Positive about Prospects for China Telcos in 2016
Bank of America Merrill Lynch is positive about China telco stocks next year and expects industry revenue/ARPU and profits growth to improve with impact from VAT and the data carry-over policy.
In addition, with less government intervention, investor sentiment is expected to improve.
CHINA MOBILE (00941.HK) is the top pick of the research house, with a target of $128, due to its best fundamentals and better earnings visibility as it enters a harvest period after heavy 4G investment.
The broker also maintained CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) as Buy, with a target price at $16 and $6.2 respectively since their valuations remain low. However, future TowerCo is likely to drive the valuation due to cost savings.
The impact from the mobile data carry-over policy is about RMB14 billion to RMB15 billion in August, nearly half of three telcos' monthly mobile data revenue, in line with the estimates of Bank of America Merrill Lynch.
It is also expected three telcos to lose about one month's worth of mobile data revenue in 4Q15.
While the Central government will continue to mention the "Cut Tariff and Raise Speed" Policy, the research house is of the opinion that the government is unlikely to roll out significant policy interventions since the government lacks policy options.
In addition, further tariff cuts would hurt telcos' profitability. The government also worry that calls for price cuts will spill over into other industries such as electricity and natural gas.
Source: AAStocks Financial News
Bank of America Merrill Lynch is positive about China telco stocks next year and expects industry revenue/ARPU and profits growth to improve with impact from VAT and the data carry-over policy.
In addition, with less government intervention, investor sentiment is expected to improve.
CHINA MOBILE (00941.HK) is the top pick of the research house, with a target of $128, due to its best fundamentals and better earnings visibility as it enters a harvest period after heavy 4G investment.
The broker also maintained CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK) as Buy, with a target price at $16 and $6.2 respectively since their valuations remain low. However, future TowerCo is likely to drive the valuation due to cost savings.
The impact from the mobile data carry-over policy is about RMB14 billion to RMB15 billion in August, nearly half of three telcos' monthly mobile data revenue, in line with the estimates of Bank of America Merrill Lynch.
It is also expected three telcos to lose about one month's worth of mobile data revenue in 4Q15.
While the Central government will continue to mention the "Cut Tariff and Raise Speed" Policy, the research house is of the opinion that the government is unlikely to roll out significant policy interventions since the government lacks policy options.
In addition, further tariff cuts would hurt telcos' profitability. The government also worry that calls for price cuts will spill over into other industries such as electricity and natural gas.
Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector
by winston » Fri Nov 27, 2015 8:16 am
Singapore scientist develops smart chip that charges smartphones in less than 10 minutes
by Mary-Ann Russon By Mary-Ann Russon
Source: Intl Business Times
http://www.ibtimes.co.uk/singapore-scie ... es-1530612
by Mary-Ann Russon By Mary-Ann Russon
Source: Intl Business Times
http://www.ibtimes.co.uk/singapore-scie ... es-1530612
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Re: Telecoms & Mobile Phones Sector
by winston » Fri Dec 04, 2015 1:22 pm
IDC Cut 2015 Smartphone Shipments Again
By Shuli Ren
For the second time in four months, market research firm IDC cut its 2015 smartphone shipment forecast, now seeing only 9.8% growth, the first single-digit growth year on record.
IDC cited weakness in China, by far the largest market with close to 30% share.
Source: Barron's Asia
http://blogs.barrons.com/asiastocks/201 ... nts-again/
By Shuli Ren
For the second time in four months, market research firm IDC cut its 2015 smartphone shipment forecast, now seeing only 9.8% growth, the first single-digit growth year on record.
IDC cited weakness in China, by far the largest market with close to 30% share.
Source: Barron's Asia
http://blogs.barrons.com/asiastocks/201 ... nts-again/
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