After China Telecom and China Mobile were listed on the A-share market, China Telecom fell below the issue price, and China Mobile also approached the issue price. Although, according to China Mobile's stock price, the benefits brought by stock dividends alone have exceeded most of the wealth management products, but the stock price is still "falling and falling".
China Mobile (600941) Daily K Line:
China Telecom (601728) Weekly K Line:
According to the stock price stabilization plan, from January 21 to 27, China Mobile Group increased its holdings by 1.5 billion yuan, accounting for about 3% of the total number of issued A-share shares, and the amount of the increase has exceeded 50% of the lower limit of the range of the increase plan.
After China Mobile Group announced its increase in China Mobile shares, China Telecom Group announced a new increase plan after increasing its holdings by not less than 4 billion yuan in the 12 months from September 22, 2021, but the new increase amount was only "not less than 500 million yuan".
Whether it is China Mobile or China Telecom, there is not much room for group holdings and buybacks by listed companies.
Previously, my analysis of China Telecom's stable stock price:
Stock buybacks or increased holdings by major shareholders are conducive to stabilizing stock prices, but the proportion of shares originally issued is not large. China Telecom needs to release some new good news:
It is expected that the profit announcement, this year's revenue and profitability of China Telecom will achieve good growth compared with the previous year;
New business breakthrough event release, a year has passed, done a lot of work, successively released;
New consumer-oriented products, New Tianyi No. 1, New Heart World and New Mai Mang, and other home terminals, can be sent;
New strategic cooperation, China Telecom and war investment Huawei, Station B, etc.
Relatively speaking, China Mobile, which has more money on hand, will have more means, such as buying back shares in Hong Kong. China Mobile's good performance can not only support its own stock price, but also support the stable and healthy development of the entire A-share market, and it is easy to find new strategic partners for good earnings, which can be purchased in the open market or issued in private placements.
Compared with China Telecom and China Mobile, the stock price of China Unicom, which has long been listed on the A-share market, can be said to have been hit consecutively, the two major opponents have been listed one after another, and then the group company has successively issued news and implemented the increase in holdings, and the poor performance of China Unicom has undoubtedly become a comparison item.
China Unicom 5-day trend:
China Unicom's weekly K line:
On the one hand, China Unicom needs to compete with two major opponents in the market, and on the other hand, it needs to compete with two major opponents in the stock market, the company's small scale, large circulating market value, weak financial strength, and exhaustion of mixed reform dividends, which is not easy to answer for the decision-making level of China Unicom.