4月份上客数环比放缓一成的中国移动今早微幅低开0.26%至75.95港元,盘前成交338万股。该公司最新公布的营运数据显示,其5月份新增用户512万户,环比4月份的582.3万户继续萎缩12%;显示当月的营运状况未算理想。但截至5月底中国移动的用户数量仍高达4.881亿户。
同时据境外媒体报导,中国移动正与印度的电信商Reliance Communications(532712-BY)就结成战略联盟进行初步谈判,参股比例可能为5%-6%。但报导并未明确扩张对象是上市公司还是母公司层面,也未提供有关合作的其他进一步细节。
Bilibala's comments:
Growth did slow down and ARPU may continue to fall a little bit in 2q09. But I think China Mobile's stock price has already reflect all those impact, and it is still keeping a nice growing pace.
6.22.2009
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