00941 CHINA MOBILE
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CHINA MOBILE News
In the trend of North Capital the net purchase amount was 5.807 billion yuan, and Tracker Fund of Hong Kong (02800) increased its position by 900 million Hong Kong dollars while Hong Kong Exchange (00388) was sold off.
According to the news from the Wallstreetcn APP, on June 14th, the net purchase of northbound funds in the Hong Kong stock market was HKD 5.807 billion, of which the net purchase of the Hong Kong stock through the Shanghai Connect was HKD 3.051 billion, and the net purchase of the Hong Kong stock through the Shenzhen Connect was HKD 2.756 billion. The stocks with the largest net buy volume for northbound funds include Tracker Fund of Hong Kong (02800), China Mobile (00941), and Bank of China (03988). The stocks with the largest net sell volume for northbound funds include Hong Kong Exchanges and Clearing (00388), Tencent (00700), and CGN Power (01816). The active trading stocks for the Hong Kong stock through Shanghai Connect and Shenzhen Connect are Tracker Fund of Hong Kong (028
ZTE (000063.SZ) has collaborated in multiple projects such as China Mobile's IT Cloud, Network Cloud, and Mobile Cloud led by the Suzhou Research Institute.
On June 13, Guolong News reported that ZTE (000063.SZ) stated on the investor interaction platform that the company has had many years of cooperation with China Mobile in data center, especially in server and data center switch products. They have cooperated in multiple projects such as China Mobile IT Cloud, Network Cloud, and Mobile Cloud led by the Suzhou Research Institute.
Bank rating | Goldman Sachs: increased target prices for three major Chinese telecom stocks, optimistic about the outlook for the second half of the year.
Goldman Sachs has released a report indicating a positive outlook for the three major Chinese telecommunications stocks in the second half of the year. It believes that their shares meet the long-term value evaluation based on the dividend discount model, due to their clear dividend rate targets, stable business and profit growth combination, predicted free cash flow surpassing the dividend target ability from this year to 2026, and the company's willingness to promote shareholder returns and manage market cap under state-owned enterprise performance indicators. The bank stated that the dividend yield of the three major Chinese telecommunications stocks in the next 12 months will be between 7% to 8%, and after deducting the dividend tax, it will be between 5% to 6%. They are also one of the 30 highest dividend-paying stocks among the listed companies with a market cap of over 100 billion HKD. This refers to the aforementioned shares.
Goldman Sachs: Increases target price for China Mobile (00941), China Telecom (00728), and China United Network Communications (00762), remains bullish on them in the second half of the year.
Goldman Sachs released a report stating that their view on the three major Chinese telecommunications stocks in the second half of the year remains positive, and believes that the related shares conform to the long-term value evaluation based on the dividend discount model.
North and South Water: Too crazy! Moutai was sold by Southern Water for 2.6 billion yuan, while Northern Water invested billions of yuan to buy Hong Kong stocks.
Northbound funds sold a net amount of 7.497 billion yuan, while southbound funds bought a net amount of 10.281 billion Hong Kong dollars of Hong Kong stocks.
For 7 consecutive days, Beishui has bought over HKD 6.9 billion of China Mobile, while Nanshui has dumped over CNY 1.3 billion of Maotai.
The latest update on North-South capital movements.
Northbound funds trend | Northbound funds had a net purchase of 3.607 billion, and domestic funds continued to buy China Mobile (00941) while selling Tracker Fund of Hong Kong (02800) for over 1 billion Hong Kong dollars.
On June 7, the Hong Kong stock market saw a net purchase of HKD 3.607 billion by northbound funds, including a net purchase of HKD 2.151 billion through the Shanghai-Hong Kong Stock Connect and a net purchase of HKD 1.457 billion through the Shenzhen-Hong Kong Stock Connect.
Montnets Cloud Technology Teams Up With China Mobile Internet
Montnets Cloud Technology Group's (SHE:002123) unit, Shenzhen Mengwang Technology Development, signed a cooperation agreement with China Mobile (SHA:600941, HKG:0941) unit China Mobile Internet, the c
South Water bought more than 400 million yuan of China Yangtze Power; North Water increased holdings of China Mobile by more than 700 million Hong Kong dollars, buying Xiaomi for 11 consecutive days.
Track the latest trends of north-south directional funds.
Illustration: Southbound capital has been a net buyer of China Mobile for 6 consecutive days, totaling HKD 6.2 billion.
Today, southbound funds net bought HKD 3.668 billion worth of Hong Kong stocks. Among them, net bought China Mobile HKD 748 million, CNOOC HKD 453 million, Tencent HKD 353 million, SMIC HKD 227 million, Zijin Mining Group HKD 208 million, Yankuang Energy HKD 185 million, and net sold Kuaishou HKD 314 million, ICBC HKD 298 million, Meituan HKD 171 million, and China Construction Bank Corporation HKD 102 million. According to statistics, southbound funds have net bought Xiaomi for 11 consecutive days, with a total of HKD 2.06305 billion; net bought China Mobile for 6 consecutive days, with a total of HKD 6.19625 billion; net bought Tencent for 3 consecutive days, with a total of HKD 2.39774 billion.
Northbound investment trend: net buying of 3.668 billion yuan, domestic funds continue to increase their positions in China Mobile (00941); selling of China mainland banking stocks all day.
On June 6th, in the Hong Kong stock market, Northbound trading had a net buy of 3.668 billion Hong Kong dollars, of which the Shanghai-Hong Kong Stock Connect had a net buy of 2.147 billion Hong Kong dollars, and the Shenzhen-Hong Kong Stock Connect had a net buy of 1.521 billion Hong Kong dollars.
South Water sold nearly 500 million yuan of Moutai, while North Water bought more than 1.1 billion Hong Kong dollars of Tencent and increased its stake in China Mobile for 5 consecutive days.
Track the latest trends of north-south directional funds.
Apple in Talks With China Mobile to Launch Apple TV+ in China: Report
Express News | Apple Held Talks With China Mobile to Bring Apple TV+ to China - the Information
Beijing Water Authority increased its holdings in China Mobile by more than HK$1 billion, while Southern Water Authority sold its holdings in Cosco Shipping Holdings for HK$456 million.
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[Brokerage Focus] CITIC Securities expects the technology sector to focus on investment in the artificial intelligence industry innovation in the second half of the year.
Jingu Finance | Citic Securities stated that it is focused on AI innovation and technology going global. Looking ahead to the second half of 2024, the bank believes that the investment focus of the technology sector will be around the innovation of the artificial intelligence industry, and it is recommended to pay attention to the opportunities for the outflow of segmented sectors and the pace of recovery. In terms of AI, model iteration upgrades and the landing of applications will continue to drive investment in the technology industry. It is recommended to pay attention to the computing power industry chain, including infrastructure areas such as optical modules, servers, cloud computing, as well as domestically produced alternatives such as AI chips, semiconductor equipment, such as Semiconductor Manufacturing International Corporation (00981); under the empowerment of "AI+", industry applications and consumer electronics.
South water sold over 700 million yuan of Bank of Jiangsu, while north water bought nearly 1.8 billion Hong Kong dollars of China Mobile.
Track the latest trends of north-south directional funds.
Beishui Trends | Northbound capital flow had a net buying of CNY 3.4 billion, and China Mobile (00941) dividend yield is expected to gradually increase with domestic funds adding nearly HKD 1.8 billion.
According to the AI Finance and Economics APP, on June 3, the Hong Kong stock market saw a net purchase of 3.4 billion Hong Kong dollars by the Northbound funds. Among them, the net purchase of Hong Kong stock connect (Shanghai) was 1.449 billion Hong Kong dollars, and the net purchase of Hong Kong stock connect (Shenzhen) was 1.951 billion Hong Kong dollars. The individual stocks with the most net purchase by Northbound funds are China Mobile (00941), Chinahongqiao (01378), and China Shenhua Energy (01088). The individual stocks with the most net sales by Northbound funds are Industrial and Commercial Bank of China (01398), China Telecom (00728), and Tencent (00700). Active trading stocks on the Shanghai and Shenzhen Hong Kong stock connects are China Mobile (00941) again.
Beishui Trends | Beishui Transactions made a net purchase of 99.05 billion yuan in domestic capital to grab Tencent (00700) to raise more than 1.8 billion yuan and once again increase positions in high-dividend state-owned enterprises
On May 31, in the Hong Kong stock market, Beishui had a net purchase of HK$99.05 billion, of which Hong Kong Stock Connect (Shanghai) had a net purchase of HK$6.675 billion and Hong Kong Stock Connect (Shenzhen) had a net purchase of HK$3,331 billion.
Changes in Hong Kong stocks | China Mobile (00941) rose more than 3% Goldman Sachs says its valuation is attractive and optimistic about a gradual rise in dividends
The Zhitong Finance App learned that China Mobile (00941) rose more than 3%. As of press release, it had risen 2.94% to HK$75.4, with a turnover of HK$2,401 billion. According to the news, Goldman Sachs released a research report saying that in an online conference, China Mobile's management maintained expectations for steady revenue and profit growth in 2024. EBITDA profit margins continued to decline due to increased R&D and marketing of corporate business (cloud, artificial intelligence, industrial Internet, etc.), but the slowdown in depreciation cost growth helped support the trend of stable net profit margins. According to the bank, management expects the dividend payout ratio in 2026 to 7
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