电信重组的流言蜚语(水清木华研究中心 2008-3-21) 2008年1-2月,一则电信重组的消息在坊间不胫而走,而且是越传越烈、越传越真。即:中国铁通并入中国移动,中国联通的CDMA网与GSM网拆分,前者CDMA并入中国电信,后者GSM合并中国网通成立新中国联通。由此形成移动、联通、电信、网通、铁通五大电信运营商的“三足鼎立”之势,实现三大电信运营商的全业务运营。 Source:新浪科技
事实上,这次流传的“五合三”重组方案与2004年普遍流传的分拆中国联通和“六合三”方案相似,没有一点新意。只是历次重组传闻的一个翻版,除了传闻内容有所变化,传播方式和炒作方式几乎都一样。先是投行和券商放消息,接着各种媒体跟风炒作,然后一些专家出来发表意见,最后不了了之。 表:历次电信重组传闻
Source:水清木华研究中心 详细内容请参看附件:
关于水清木华研究中心上市公司研究报告水清木华研究中心专注于产业研究和上市公司研究。产业研究方面,我们的服务包括多用户报告和定制报告,每年完成数百份中英文产业研究报告。 上市公司研究方面,我们提供在上海、深圳、香港、台湾等地上市的所有上市企业的深度研究报告,同时提供中文和英文两种版本。上市公司研究报告的具体形式包括三种:年度分析报告、季度分析报告和月度跟踪报告。 水清木华研究中心的所有研究报告,服务于从事实业投资、产业投资、以及长期股权投资的企业或机构。本中心已经力求本报告内容的准确性,仅供客户在分析研究过程中参考。使用本报告于投资目的,投资人需考虑投资风险。任何单位或个人引用本报告数据和内容用作决策依据或投资目的,所产生的后果由客户自行负责,本中心不承担任何法律责任。
Market Talk on Telecom Restructuring
From January to February of 2008, the talk about the telecommunication restructuring spread like wildfire fast in the market, and the more widespread the gossip was going on in the market, the more likely it seemed to be true. According to the market talk, China Tietong would be merged into China Mobile and China Unicom’s CDMA and GSM networks would be spun off. The CDMA network would be merged into China Telecom, while the other would be incorporated into China Netcom to form a new China Unicom. Consequently, the existing five telecom operators (China Mobile, China Unicom, ChinaTelecom, China Netcom and China Tietong) would be are transformed into three big ones with full-service operation.
Source:SINA Corporation In fact, the latest market talk on telecom restructuring plan of creating three telecom giants out of five telecom operators is nothing new and very similar to the widespread rumor in 2004 about China Unicom splitting to create three out of six telecom operators. This is just another version of the previous rumors of telecom restructuring. Only the content of rumor has some changes, but the way of propagating and press speculation are almost the same. Generally, such news is released firstly by investment banks and securities traders and then all kinds of media follow suit to make ballyhoo. After that, some experts will stand out to express their opinions and the gossip usually ends up with nothing definite. Gossips of Telecom Restructuring
Source:ResearchInChina
详细内容请参看附件:
Products of ResearchInChina can be classified into two types: Industry Research and Company Study. As for Industry Research, we provide multi-user reports and customized reports. Each year, we will release hundreds of research reports covering various industries both in Chinese and English. As for Company Study, we provide you with the in-depth research reports both in Chinese and English on all companies listed in Shanghai, Shenzhen, Hong Kong and Taiwan. The research reports on the listed companies are composed of annual report, quarterly reports and monthly report. All our research reports offer service to companies and institutions engaged in industrial investment and long-term equity investment. ResearchInChina does its best to ensure the accuracy of the contents of our reports, which are for your reference only during your study. Use of our reports for the purpose of investment, you are kindly required to consider the investment risk. Anyone, who takes data and content of our reports as the base for his decision-making or investment objectives, he, himself, should be fully responsible for the resulting consequences. ResearchInChina won’t bear any legal responsibility. |