標題: 電信股
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發表於 2014-9-14 21:24  資料 文集 私人訊息 

NZX 50 falls to 2-month low - Infratil, Chorus lead drop

http://tvnz.co.nz/business-news/nzx-50-falls-2-month-low-infratil-chorus-lead-drop-5761910

Chorus fell 3.8 percent to $1.38, a new low, after Communications Minister Amy Adams urged the company to engage with Crown Fibre Holdings to protect the government's broadband investments after an independent report indicated a sizeable funding shortfall to build its share of the ultrafast broadband network as a result of regulated cuts to what can charge on its copper network. Adams said negotiations could take a few months to be finished.



QUOTE:
原帖由 kaka 於 2014-9-14 15:05 發表
紐西蘭最大的電信公司Chorus ( OTCMKTS:CHRYY )

預期報酬率很高....


為什麼會下跌這麼低?
2013年是發生什麼事呢 ?

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發表於 2014-9-15 19:12  資料 文集 私人訊息 
  1. 國際海事衛星組織

  2. 國際海事衛星組織是英國的衛星通信公司,提供全球性的移動服務。以11個地球靜止軌道通信衛星,通過便攜式或移動終端進行通信地面站,為世界各地的用戶提供電話和數據服務。國際海事衛星組織的網路提供政府、援助機構、媒體和企業需要在偏遠地區或有沒有可靠的地面網路通信的範圍提供通信服務。 維基百科

  3. 股價ISAT (LON) 711.50 GBX -7.50 (-1.04%)
    9月15日 下午12:07 GMT+1 - 免責聲明

  4. 總部英國英格蘭倫敦

  5. 執行長魯伯特·皮爾斯

  6. 成立於1979 年



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chenleon1 (leon)
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發表於 2014-9-15 19:15  資料 文集 私人訊息 
Harris is an international communications and information technology company serving government and commercial markets in more than 125 countries. Headquartered in Melbourne, Florida, the company has approximately $5 billion of annual revenue and about 14,000 employees — including 6,000 engineers and scientists. Harris is dedicated to developing best-in-class assured communicationsR products, systems and services.
http://harris.com/


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chenleon1 (leon)
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125.230.94.238
發表於 2014-9-17 08:24  資料 文集 私人訊息 
MBT:俄國最大行動通信商
lance 發表於 2014-7-23 21:00  

MBT Mobile Telesystems OJSC (MBT)
俄羅斯和聯邦體最大的行動電話運營商。

俄國電信業的A咖:俄羅斯、亞美尼亞、白俄羅斯、
土庫曼斯坦、烏克蘭、烏茲別克斯坦的總人口超過用戶數超過1億。
目前盈再表按出來:
關於配息率的部分,再覆查了一些網站:





  
上圖是宥聰桑blog 提供的美股篩選器連結進去的,
有符合Payout Ratio > 20%條件,出現在篩選名單中。
整體看起來,除了2013 盈再率108% ,
可算是好學生。 但今年再次考差了:



考差的原因是學校發生意外,影響成績:

"Mobile Telesystems, which operates a mobile network in Russia, fell 6% to a two-month low of $17.86 per ADR as countries weighed responses to Russia following the Malaysian airliner disaster."

賢拜們文章是今年3月post,再次驗證此方法可以獲利。
mikeon88 發表於 2014-7-24 19:58  
MBT股息原始資料錯誤
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發表於 2014-9-19 14:02  資料 文集 私人訊息 
  1. SK電訊

  2. SK電訊 是韓國的一家移動通訊運營商,母公司為SK集團。 SK電訊是韓國最大的移動通訊運營商,2008年擁有50.5%的市場佔有率。 維基百科

  3. 股價SKM (NYSE) $30.56 -0.32 (-1.04%)
    9月18日 下午4:00 GMT-4 - 免責聲明

  4. 總部大韓民國首爾

  5. 成立於1984 年 3 月 29 日,大韓民國首爾




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chenleon1 (leon)
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發表於 2014-9-22 06:43  資料 文集 私人訊息 
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia, Tbk. is an Indonesian state-owned enterprise (SOE) which engaged in telecommunication and network services provider. The Company's activity includes information and communication services, including fixed wire line and fixed wireless telephone, mobile cellular, data and Internet, and network and interconnection services. As of December 31, 2011, it had nine direct subsidiaries, namely PT Telekomunikasi Selular, PT Multimedia Nusantara, PT Telekomunikasi Indonesia International, PT Pramindo Ikat Nusantara, PT Dayamitra Telekomunikasi, PT Indonusa Telemedia, PT Graha Sarana Duta, and PT Napsindo Primatel Internasional.



The Philippine Long Distance Telephone Company (PLDT) is a telecommunications service provider in the Philippines. Through the Company’s three principal business segments, wireless, fixed line and BPO, the Company offers the diversified range of telecommunications services across the Philippines’ fiber optic backbone and wireless, fixed line and satellite networks. The Company provides cellular and wireless broadband, satellite and other services through its wireless business. The Company is the provider of fixed line telecommunications services, servicing retail, corporate and small medium enterprise (SME), clients. On December 4, 2012, the Company sold its BPO segment. Effective December 13, 2013, ePLDT Inc, a wholly owned unit of Philippine Long Distance Telephone Co acquired a 27.283% interest in Philweb Corp.


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chenleon1 (leon)
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125.230.91.160
發表於 2014-9-24 15:24  資料 文集 私人訊息 
VimpelCom Ltd. (VimpelCom) is a holding company. The Company operates in Mobile Telecommunications Businessand Fixed-Line Telecommunications and Fixed Internet Business. The Company offers mobile telecommunications services to its subscribers, which include mobile telecommunications services under contract and prepaid plans for both corporate and consumer segments; value added and call completion services; access to both national and international roaming services; wireless Internet access and other services. It offers voice, data and Internet services to corporations, operators and consumers using metropolitan overlay network. On April 23, 2012, VimpelCom sold its indirect 49% interest in GTEL Mobile to GTEL Transmit and Infrastructure Service One Member Company Limited (GTEL Transmit). As on February 27, 2012, it held 100% interest in New Telephone Company (NTC). On November 21, 2011, VimpelCom acquired from its local partner additional 8% participatory interest in LLC (Tacom).


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lance
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218.174.192.36
發表於 2014-12-9 10:46  資料 私人訊息 
最近俄國不太妙,


俄國三大電信公司:Mobile TeleSystems (MBT)、VimpelCom Ltd. (VIP)、MegaFon (MFON.MZ)中,

VIP跟MBT都被狠狠殺一波下來,低於盈再表淑價了。^^Y
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發表於 2014-12-10 00:41  資料 私人訊息 
買入MBT@9.53,總算止癢了。謝謝同學提醒
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125.230.92.127
發表於 2015-1-20 16:05  資料 文集 私人訊息 
哈里斯公司是美國佛羅里達州的國際電信設備的生產公司的無線設備,電子系統,以及地面和星載天線在政府,國防用途和商業部門。總部設在佛羅里達州墨爾本市,該公司擁有大約十億$ 5全年收入和超過14000名員工-其中包括近6000名工程師和科學家.

該公司是最大的私營雇主在布里瓦德縣,佛羅里達(約6400多15000全公司範圍內)。公司是母公司Intersil公司(哈里斯半導體)。大多數的無線初創南布里瓦德縣分別成立,由前Harris公司的工程師和技術人員組成。[ 來源請求 ]該公司的數字電話系統(DTS)事業部出售給Teltronics。2009年,哈里斯是前100名聯邦承包商之一。

在2015年1月,連線雜誌排名哈里斯公司-並列美國法警服務 -作為二號威脅的網際網路隱私和通信.

哈里斯公司(哈里斯),連同其附屬公司,是一個服務型政府和商業市場中超過125個國家的國際通信和信息技術(IT)公司。該公司在三個部分:RF通信部分,集成網絡解決方案部門和政府通信系統。其RF通信段由國防部和國際的戰術通信,公共安全和專業通信的美系。它集成網絡解決方案部門包括IT服務,哈里斯CapRock的通信和醫療保健解決方案。在截至2012年6月29日的財年,該公司停止其網絡綜合解決方案操作(CIS)和廣播通信業務(廣播通信),這是它的集成網絡解決方案部門的一部分。在2013年2月,該公司銷售的廣播通信業務的戈爾集團有限責任公司的子公司。




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發表於 2015-1-23 20:17  資料 文集 私人訊息 
UPDATE 5-Hutchison to buy Telefonica UK unit for $15.4 bln
Fri Jan 23, 2015 6:21am EST


* Telefonica exiting UK to cut debt


* Deal is boldest move in Europe for Hutchison


* Consolidation heats up in UK telecoms sector (Adds more details on UK consolidation, Telefonica)


By Julien Toyer and Denny Thomas


MADRID/HONG KONG, Jan 23 (Reuters) - Li Ka-shing's Hutchison Whampoa Ltd has agreed to buy Telefonica's British mobile unit O2 for up to 10.25 billion pounds ($15.4 billion), hastening the consolidation of Britain's telecoms industry.


Hutchison already operates the Three Mobile network in Britain, and buying second-ranked O2, which has about 22 million subscribers, from the Spanish group will make it the top mobile operator in the country.


The move comes only weeks after former state monopoly BT entered exclusive talks with the owners of EE, Britain's biggest mobile operator to create a dominant provider of fixed and mobile phones and internet services. BT opted for EE rather than buying O2.


The deal is also the boldest bet yet for Asia's richest man, Li Ka-shing, as he revamps his European telecoms business.


Having been in at the start of the mobile revolution in Britain in the 1990s as the founder of Orange, Hutchison returned in 2003 with the launch of its third generation Three network.


However, returns from the Three business, which operates in six European countries, have lagged other parts of Li's ports-to-property empire.


For Telefonica, the deal marks a key step in the reorganisation of its business started two-and-a-half years ago and that has seen the company shedding non-core operations to focus on its biggest markets Spain, Brazil and Germany.


The Hutchison offer values O2 UK at about 7.5 times EBITDA, in line with BT's planned 12.5 billion pound takeover of EE, which was valued at about 8 times.


Analysts and investors welcomed the deal, which will consist in an all-cash transaction of 9.25 billion pounds, with another 1 billion pounds to be paid when the combined business reach certain cash flow targets.


Hutchison shares rose 3 percent, outpacing a 1.3 percent rise in Hong Kong's benchmark Hang Seng share index while Telefonica's shares gained 2.8 percent in Madrid, also outperforming the 1.4 percent rise in the benchmark IBEX index .


MORE UK CONSOLIDATION


The marriage of Three Mobile and O2 UK may now trigger more acquisitions or tie-ups in Britain, where the market is currently split between four mobile network operators and four separately owned fixed-line and broadband providers.


Pay TV company Sky and mobile operator Vodafone are seen as potential partners. Vodafone would have access to Sky's content and Sky could offer branded mobile services using Vodafone's network.


British regulator Ofcom, which has been keen to retain four national players and designed its last airwaves auction to meet that end, could force a combined Three and O2 to give up some airwaves, and offer good terms for mobile virtual network operators to enhance competition.


Hutchison, which bought Telefonica's Irish business last year, will fund the deal with a 6 billion pound bank loan. The company is in talks with private equity firms and others to bring in minority partners, who would be offered not more than a 30 percent stake.


The proposed O2 deal comes just two weeks after the Hong Kong tycoon undertook a major overhaul of his sprawling operations, boosting its acquisition firepower, which it could now use in Europe to snap up businesses from operators who have been battered by the continent's debt crisis.


Analysts expect Hutchison to consolidate its Italian operations next. It operates businesses in Italy, Britain, Sweden, Denmark, Austria and Ireland. In Asia, Hutchison has mobile operations in Indonesia, Vietnam and Sri Lanka.


The operation could also pave the way for more corporate restructuring at Telefonica, which will now be in a better financial position to keep reorganising its business in Latin America, where it hopes to achieve higher growth rates than in more mature European markets.


The cash obtained from the sale of O2, which Telefonica bought in 2006 will help the Spanish group cut debt to around 35 billion euros according to analysts' estimates and support one of the highest dividend yields in the sector, at 5.7 percent.


Telefonica recently bought GVT in Brazil and is eyeing additional acquisitions in the country. Analysts also expect the group to bolster its Mexican operations.


In Europe, Telefonica is now focusing on the Spanish and German markets, where it is investing massively in new mobile and fixed networks that are consuming a lot of cash and eating in its margins.


UBS is advising Telefonica while Moelis and HSBC are advising Hutchison. HSBC is also financing the deal. (Additional reporting by Donny Kwok and Elzio Barreto in Hong Kong, Kate Holton and Paul Sandle in London and Leila Abboud in Paris; Editing by Lisa Shumaker, Alex Richardson and Keith Weir)



QUOTE:
原帖由 chenleon1 於 2014-9-14 13:16 發表
西班牙電信

西班牙電信是西班牙的一家電信公司。這是全球第五大的固網和移動通訊運營商,客戶總數在全球排名第五。 Telefonica成立於1924年。在1997年電信市場自由化之前,Telefonica是西班牙唯一的電信運營 ...



[ 本帖最後由 chenleon1 於 2015-1-23 20:24 編輯 ]
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chenleon1 (leon)
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發表於 2015-1-26 21:48  資料 文集 私人訊息 
Windstream Holdings, Inc. provides communications and technology solutions in the United States. The company offers managed services and cloud computing services to businesses, as well as broadband, voice, and video services to consumers primarily in rural markets. Its primary business service offerings include integrated voice and data services, multi-site networking, data center services, managed services, high-speed Internet, voice services, and carrier services.


The company also sells and leases communications equipment systems customized to business customers’ needs, as well as offers maintenance plans to support these systems. In addition, it provides consumer broadband services consisting of high-speed Internet access, Internet security services, and online backup services; and consumer voice services consisting of basic local telephone services, long-distance services, and features, including call waiting, caller identification, call forwarding, and others.


Further, the company offers consumer video services; owns and operates cable television franchises; and provides switched access services to long-distance companies and other local exchange carriers for access to network. Additionally, it sells home phones to support voice services, as well as equipment to support high-speed Internet and voice offerings, including broadband modems, home networking gateways, and personal computers. As of December 31, 2013, the company operated a network of approximately 118,000 of fiber optic plant in fiber backbone and local service areas, as well as 26 data centers. Windstream Holdings, Inc. is based in Little Rock, Arkansas.





[ 本帖最後由 chenleon1 於 2015-1-26 21:51 編輯 ]
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125.230.67.238
發表於 2015-2-7 05:49  資料 文集 私人訊息 
Rogers Communications Inc. (RCI) is a diversified public communications and media company. The Company’s business segments include Wireless, Cable, Business Solutions (RBS) and Media. Wireless refers to the Company’s wireless communications operations, carried on by its wholly owned subsidiary Rogers Communications Partnership (RCP). Cablerefers to its cable communications operations, including cable television, Internet and cable telephony, carried on by RCP. Business Solutions (RBS) refers to its operations that offer wired telephony, data networking and IP services for Canadian businesses and governments, as well as making some of these offerings available on a wholesale basis to other telecommunications providers, carried on by RCP. Effective September 23, 2013, Rogers Communications Inc acquired an undisclosed majority interest in Pivot Data Centres Inc.



[ 本帖最後由 chenleon1 於 2015-2-7 05:53 編輯 ]
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發表於 2015-9-1 13:46  資料 私人訊息 
中國移動 Updated,  ROE依舊很穩定





QUOTE:
原帖由 chenleon1 於 2014-9-14 07:27 發表
中國移動

中國移動通訊集團公司是2000年4月20日成立的中華人民共和國國有重要骨幹企業,註冊資本為518億元人民幣,截至2008年9月30日,資產規模超過8,000億元人民幣。維基百科

股價: 941 (HKG) HK$99.30 ...

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發表於 2015-9-1 14:02  資料 私人訊息 


QUOTE:
原帖由 lance 於 2015-9-1 13:46 發表
中國移動 Updated,  ROE依舊很穩定




2015年EPS開外掛了
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