The IPO went public in early January, and at one point the stock price fell near the net value, triggering the green shoe protection of China Mobile (600941), after the Spring Festival, the stock price climbed all the way, just like the heat of the Beijing Olympic Games.
On February 9, it even directly went up and down to seal the order.
The other two operators, China Telecom (601728) and China Unicom (600050), also changed their decline.
A brief analysis of the reasons for this:
1. The three telecom operators have actively intervened in the stock price recently, China Mobile and the parent company of China Telecom have increased their holdings, and China Unicom has repurchased, which has certain benefits for stabilizing the stock price. But not enough to pull up sharply.
2, the fundamentals of operators are good, especially China Mobile, do not consider the capital appreciation part, according to the current stock price, only the "investment yield" of the dividend is more than most funds and bank wealth management products, which is an absolute high-performing stock, and will soon release the 2021 financial report and dividend plan, funds, wealth management, insurance funds, etc. There is no reason not to increase holdings.
3, the large-scale investment period has passed, 5G will soon enter the return period, no matter how the outside world comments on 5G, under the better and better network coverage, the use of the network in various fields will go up to a higher level, which will be reflected in the next few years. But it will still take a while.
4. The analysis of Zheshang Securities has made everyone better understand China Mobile. There are many securities companies that analyze China Mobile and give positive comments, but the report of Zheshang Securities has caught up with the point.
5. The convening of the Beijing Winter Olympic Games has an obvious pulling effect on China's mobile stock price. It is estimated that China Mobile did not expect that the broadcast of Migu Sports Events, a content platform owned by China Mobile, has formed a complete way of playing, but the attention of the broadcast of this Beijing Winter Olympic Games is obviously much higher. Signed a contract with Gu Ailing to be the ambassador of China Mobile's 5G ice and snow promotion, and launched Gu Ailing's digital intelligence twin MeetGu (meta-universe concept?). With the Gu Ailing fever, China Mobile's stock has also attracted the attention of all parties.
In addition, the former Olympic champion Wang Meng's commentary is hot out of the circle, convenient to query the real-time data of the event, multiple projects live broadcast at the same time, a live broadcast of multiple ways to explain "PK"... Of course, in the general environment, the withdrawal or reduction of investment of several mainstream video websites has invisibly played a significant role in driving the rise of China Mobile's stock price.
However, no matter how much speculation, for athletes, gold medal is the key, for enterprises, performance is the key, with good performance support, in order to ensure that China Mobile's stock price is "higher and higher", bringing investors rich returns.
Of course, China Mobile is like this, which is not a bad thing for the three competitors, but it is also difficult to say that it is a good thing. For example, China Unicom. In fact, China Mobile is not a sponsor of the Beijing Winter Olympics, China Unicom is. But in the use of sponsorship resources, China Unicom has not tapped its potential. China Unicom has faithfully fulfilled its sponsorship commitments, but it does not have much idea about using sponsorship to enhance its main business. There is a saying that if you sponsor the Olympic Games for 100 million, you must take 300-500 million yuan for the secondary value-added of sponsorship resources in order to maximize the value of sponsorship. China Unicom's relevant investment seems to be slightly insufficient.