Telecoms, Mobile Phones, 5G etc.

Re: Telecoms Sector

Postby winston » Wed Feb 17, 2010 9:18 am

mrEngineer wrote:any further comments on why capex will fall? I cant imagine when there are so much more subscriptions to be made available to rural areas..


Hi mrEngineer,

I dont really know the Telecoms Industry that well. The note was for myself when I picked up some warnings from some Analyst Reports, to be careful about investing in ZTE and CCS. Not sure which reports now.

As for the rural areas, it would be many years before they can recoup their capex. Anyway, I think the mobile players are already in the places that makes business sense. Anything more than that is for "National Service" :P

Take care,
Winston
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US - Smart Phone Index (QFON)

Postby iam802 » Mon Apr 12, 2010 9:49 pm

New SmartPhone index.

------------------
http://www.marketwatch.com/story/nasdaq ... 2010-04-12
TEL AVIV (MarketWatch) -- Nasdaq OMX Group, (NDAQ 21.89, -0.02, -0.09%) the New York securities-exchange operator, and the Consumer Electronics Association introduced the SmartPhone Index to track companies "focused on wireless mobile devices with advanced communications functionality." In a statement on Monday, Nasdaq and the Arlington, Va., trade group said the members of the index would be involved in designing and producing handsets, hardware, software and mobile networks related to smartphones. The index is currently made up of 84 companies,
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Re: Telecoms Sector

Postby iam802 » Fri Oct 08, 2010 11:21 pm

An article on Huawei and the challenges it face in the telco industry (given US-China relations)

http://www.washingtonpost.com/wp-dyn/co ... 07210.html
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Re: Telecoms Sector

Postby winston » Thu Oct 28, 2010 12:31 pm

DJ China Ministry: Nationwide End-September 3G Users 34.99 Mln

Not vested

Source: Dow Jones Newswire
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Re: Telecoms Sector

Postby winston » Wed Dec 08, 2010 8:08 am

On CNBC:-

30% of Mobile Subscribers in India are inactive.

Wonder what's the rate in other countries eg. China ?
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Re: Telecoms Sector

Postby winston » Tue May 31, 2011 8:17 am

China Telecoms Industry

Passports held in graft probe by Tony Liaw
Tuesday, May 31, 2011

Passports of several mid-level managers at China Mobile (0941), China Unicom (0762) and China Telecom (0728) have been confiscated, as the corruption probe into the telecoms industry widens, mainland media reported yesterday.

The Central Supervision Commission has deployed investigators at the offices of all three leading telecom operators as well as several retailers and service providers, reports said.

Earlier this month, Ma Li, deputy general manager of the data department at China Mobile, was taken away by authorities on suspicion of "seriously violating discipline."

More than 60 people have been detained and questioned so far, and inquiries are expected to last until the end of the year.

The investigations which began last year are being conducted across two to three provinces simultaneously.

All three telecom firms now face the prospect of undergoing a thorough audit this year and the next.

Previous probes led to the arrest of seven senior managers at China Mobile in 2009.

China Mobile former vice president Zhang Chunjiang was the first senior executive to be implicated. Zhang was the chairman of China Netcom in 2008, when that firm integrated with China Unicom.

China Mobile former head of human resources Shi Wanzhong was detained in early 2010 for allegedly receiving US$5 million (HK$39 million) from Siemens.

Former head of data business Ye Bing is also in custody. Ye was also the former chief executive of Aspire Technology Holding - a data services provider to China Mobile.

Li Xiangdong, the former general manager of Sichuan Wireless Music Base, a unit of China Mobile, was arrested last May after the National Audit Office discovered problems with his personal assets.

Shares of China Mobile fell 0.2 percent to HK$69.90, while China Unicom rose 2.9 percent to HK$17.28. China Telecom gained 0.7 percent to HK$4.59.


http://www.thestandard.com.hk/news_deta ... 10531&fc=2
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Re: Telecoms Sector

Postby iam802 » Fri Jul 15, 2011 9:56 pm

CEO blames earthquake for loss...and thinks smartphone will lead recovery.


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Sony Ericsson counts cost of Japanese disaster

http://old.news.yahoo.com/s/nm/20110715 ... nyericsson
HELSINKI/STOCKHOLM (Reuters) – Mobile phone maker Sony Ericsson forecast an upturn in the second half, as it posted a first quarterly loss since 2009 due to a parts shortage stemming from the March 11 earthquake and tsunami in Japan.

Chief Executive Bert Nordberg said on Friday most of the hit was felt in the early part of the quarter, and that this would be negligible in the third quarter.

"There might be some minor spillover. In our planning this is behind us," he told Reuters.
Sony Ericsson, owned 50-50 by Sweden's Ericsson and Japanese group Sony, made a pretax loss of 42 million euros ($59.5 million).

It had recorded five consecutive quarters of profit since its last loss in the final three months of 2009.
The 42 million loss was at the low end of analysts' estimates, which ranged from a 68 million loss to a 77 million profit.

Sony Ericsson sold 7.6 million phones in the second quarter, compared with forecasts for 8-11 million, as earthquake-related supply chain constraints cut sales of mostly expensive models by 1.5 million phones, or some 400 million euros.

"Volumes were lower than even we thought, and we were below consensus," said Hakan Wranne, analyst at Swedbank Markets.

"The product portfolio looks pretty good ahead of the second half, and if they manage to increase volume by a couple of million units they should be making profits for the rest of the year -- not large profits, but a bit above zero where we thought they would be," Wranne said.

Sony Ericsson's forecast for a better second half was based on new smartphone models and an easing supply chain shortage.

Nordberg said it was still his ambition to report better results for 2011. To do that, second-half operating profit would have to grow 73 percent to 176 million euros.

Nordberg said demand for smartphones, whose prices have started to fall to below 200 euros, remained healthy and was hitting the sale of mid-range mobile phones, a market he said he was "nearly willing to call ... collapsing."

Many analysts have forecast a slowdown in the smartphone market, but Nordberg said: "We still see very, very strong demand in the smartphone market."

The venture continued to bleed cash due to component constraints, and borrowed 165 million euros to balance its finances. Cash flow from operating activities was 577 million euros negative in the first half.
"It's quite a lot, but the explanation is understandable as it was quite an extraordinary quarter," said Hannu Rauhala, analyst at Pohjola Bank. "However, this cannot last for long."

Continuing cash outflows raise the possibility its parents might need to inject cash: the latest 165 million euros was raised externally.

CHANGING DIRECTION
The firm, formed in 2001, has been losing out to leaner rivals at the cheaper end. Its share of handset sales has dropped below 3 percent from more than 9 percent at its height, and it is now ranked ninth globally.

Sony Ericsson has slashed costs, including cutting around 4,000 jobs, and refocused on higher-margin smartphones that link to social networking sites such as Facebook.

Its smartphone sales grew from the previous quarter, and the share of smartphones in its sales rose to more than 70 percent from 40 percent at the end of 2010.

"Smartphone volume was reassuring but Sony Ericsson still faces a considerable task in rebuilding and sustaining profit margins," CCS Insight analyst Geoff Blaber said.

"Sony Ericsson is not alone in finding the smartphone transition a challenging one."
Motorola Mobility has shifted its focus to smartphones, while Sony Ericsson's bigger rivals Nokia and LG Electronics could report second-quarter losses after being slow to move into high-end handsets.
"In many ways Sony Ericsson is going through the transition Motorola went through last year, but without the kind of support Verizon gave Motorola in the U.S.," said Gartner analyst Caolina Milanesi.
Ericsson shares were down 1 percent at 89 crowns by 1030 GMT

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Re: Telecoms Sector

Postby winston » Mon Sep 12, 2011 8:51 pm

Not vested. And I dont trust an American based in America recommending a stock half the world away ...

A Safe, Backdoor Way to Profit in China's Tech Boom By Larsen Kusick
Monday, September 12, 2011

It's almost unbelievable.

While almost every "China stock" is taking a beating right now… being accused of fraud… or falling because investors are concerned about an economic slowdown, two China stocks are actually near their yearly highs.

Their strength comes down to one of the world's biggest trends: The wireless boom.

I've been writing about this trend for nearly a year now. You see, mobile phones are among the few "must-have" products for China's 1.3 billion people. Companies like China Unicom (CHU) and China Mobile (CHL) are like the Verizon and AT&T of China's telecom industry.

Despite all the negatives going against China stocks, these names are defying gravity right now. Just take a look at the chart below.

Digging into the latest numbers, it's no surprise. Every month, over a million people in China get a mobile phone for the first time.

China Unicom's August results showed the company reached 182 million mobile subscribers – up 16% over the past year.

China Mobile reached a ridiculous 617 million subscribers – up 11% over the past year. (That's not a misprint – China Mobile's subscriber base is nearly two times the population of the U.S.)

Both companies are improving their profitability by focusing on added revenue from products like data plans. Expensive smartphones such as the iPhone require the customer to sign up for a data plan to enable Internet access. That means bigger profits for the carriers.

And phone makers are taking advantage of the "must-have" status of smartphones in China. One popular phone model – the ZTE V880 – sold an average 8,258 units per day during August.

ZTE is one of the most popular phonemakers in China. In the latest rankings, the China-based company reached No. 5 in terms of global market share, passing Research in Motion. Over the past year, ZTE nearly doubled the number of phones it sold. The only company that grew sales faster is Apple.

These numbers shouldn't be a surprise to anyone following the "gadget boom." They're just the latest reminder that there's no sign of a slowdown.

Tech research giant Gartner recently updated its forecasts for the global mobile device market. (Mobile devices include not only smartphones, but also tablet computers, laptops, and any other gadget that connects to the Internet.)

According to Gartner's latest numbers, worldwide mobile connections will grow from around 5 billion last year to 7.4 billion in 2015. That's a steady 50% growth spread over the next few years.

For investors, the important factor is how much money this will generate for the companies that operate mobile networks. Gartner expects the mobile data market to reach $552 billion in 2015. That's a huge 115% jump from the $257 billion in revenue generated last year.

China Mobile and China Unicom are just two examples of companies that will make a fortune over the next decade. You can buy these China stocks as a speculative "punt" on the mobile/wireless boom. But you take on the ever-present "China risk" of fraud and scandal.

The safest way to trade and invest in this long-term trend is through dominant tech companies like Intel, Qualcomm, and Apple. Intel and Qualcomm focus on making semiconductors and other parts that go into mobile devices. They sell billions of tiny "pieces" to companies like ZTE, who put together the finished product.

Meanwhile, Apple's iPhone remains the most prized status symbol in the world of smartphones. During the last three months, Apple sold nearly 20 million iPhones in China. That's still less than 5% of the market… so there's lots of room for Apple to keep growing over the next few years.

Whatever route you go, it's clear you still have a big tailwind at your back.

Source: Growth Stock Wire
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Re: Telecoms Sector

Postby winston » Thu Sep 15, 2011 3:06 pm

not vested

DJ MARKET TALK: China Telecom Capex Could Surprise On Upside -UBS
0635 GMT [Dow Jones] UOB tips China telecom industry's 2012 capex "could surprise on the upside," driven by very strong growth of low-end smartphones, a continued decline in mobile data tariffs and mobile Internet increasingly gaining traction;

"We believe 3G and mobile Internet is reaching a tipping point in 2H11."

UBS thinks network optimization, optical transmission, and data capacity expansion will be the key areas for a potential capex increase, and is most positive on Comba (2342.HK) and ZTE (0763.HK), as Comba has the largest exposure to network optimisation and ZTE is a leader in optical transmission and 3G wireless access networks.

Comba rises 4.2% to HK$6.01 while ZTE gains 3.6% to HK$20.40.

Source: Dow Jones Newswire
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Re: Telecoms Sector

Postby iam802 » Tue Oct 11, 2011 10:28 pm

Carriers to lose profit, iOS 5′s iMessage blamed

http://www.product-reviews.net/2011/10/ ... ge-blamed/


With the release of iOS 5 just two days’ away, carriers around the world are all ready to lose a profit because of one small feature, iMessage. The reason why this is pretty obvious really, as iPhone users will be able to message each other for free without the need to use the more expensive SMS. This is not a new idea, as it is one been in use by BlackBerry phones for sometime with BBM.

SMS has been a very lucrative business for cell phone carriers, and this will be a huge blow because of the install base of the iPhone. AppleInsider says that this is a multi-billion dollar business in the states – so just imagine how much carriers will lose in Europe and other parts of the world? Let’s not feel too sorry for them though, as they have milked enough money from us over the years, so is nice to see that we will be getting more for free.

RIM were happy to know that they were the only phone maker to offer a free message service, but will now feel threatened that Apple is about to tread on their turf. However, the market will soon be flooded with free messages, as Android and Windows Phone users could be getting in on the action as well.

Some experts believe that carrier markup for an SMS is 4,090 percent, which to anyone is inexcusable. How have the FCC and other bodies around the world allowed for such a thing, there would be an outcry if a bank tried to charge us that kind of markup on a loan?

What we like best about iMessage is the fact that you will no longer be limited to 160 characters, cell phone carriers have been served their notice when it comes to SMS – that’s what you get for taking advantage of customers.

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2. The trend will END but I don't know WHEN.

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