|By PR Newswire||
|January 2, 2013 09:30 AM EST||
CHICAGO, Jan. 2, 2013 /PRNewswire/ -- Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include China Mobile Limited (NYSE:CHL), Apple Inc. (Nasdaq:AAPL), Nokia Corporation's (NYSE:NOK), China Unicom Limited (NYSE:CHU) and China Telecom Corp. (NYSE:CHA).
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Here are highlights from Monday's Analyst Blog:
China Sets 100M 3G Customers
People's Republic of China – the biggest telecom market in the world by subscriber base has set an ambitious goal for the forthcoming year. Additionally, the East Asian country expects 3G subscribers and broadband Internet to collectively propel growth in 2013. According to China's Ministry of Industry and Information Technology (MIIT), the country expects to add 100 million 3G subscribers with the number of broadband Internet users to increase by 25 million in the coming year.
According to International Data Corporation (IDC), the smartphone shipment in China has hit a new record by adding more than 60 million customers in the third quarter of 2012, translating into a sequential growth of 38%. Based on this increased popularity of smartphone, 3G subscription till November 2012 has recorded an annualized growth of 88%.
On the revenue front, the telecommunication industry in China expects an 8% annual increase, which is even better than the third quarter GDP growth rate of 7.4%. According to MIIT, the reduction of service fees, improvement of service quality and allowing more private capital to enter the market have contributed to the impressive growth.
Moreover, a deeper analysis throws light on the fact that at the end of November, China had 1.1 billion mobile phone users of which only 220 million were 3G subscribers. So, this provides a significant opportunity for the Chinese carriers to tap this under penetrated 3G market.
Recently, China Mobile Limited (NYSE:CHL) the largest wireless carrier in the world by subscriber base, came up with its 2013 target of selling 100 million mobile phones in 2013. A potential deal with the world's second largest smartphone manufacturer – Apple Inc. (Nasdaq:AAPL) to sell iPhone5 was mainly attributable for this raised guidance.
China Mobile has been in talks with Apple for quite some time in order to develop a TD-SCDMA iPhone, although nothing has been finalized yet. Additionally, the company is planning to offer Nokia Corporation's (NYSE:NOK) Lumia 920T at a very low cost, which is expected to increase its 3G customer base even further.
Nevertheless, China Mobile, which covers more than half of the Chinese mobile market, has so far been successful in penetrating only 11% of its huge subscriber base. Two of its closest rivals, China Unicom Limited (NYSE:CHU) and China Telecom Corp. (NYSE:CHA), which offer iPhone have a far better 3G customer concentration than China Mobile. In November 2012, China Telecom and China Unicom registered 5% and 4.6% sequential growth, respectively.
We believe that with a billion plus population, a steady per capita income and a higher smartphone adaptation rate, the target to achieve 100 million 3G customers is quite realistic. Additionally, with a mere 20% 3G penetration rate along with a probable chance of China Mobile and Apple Inc. joining hands, the target looks quite reasonable.
China Mobile currently has a Zacks #2 Rank, implying a short-term Buy rating.
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The 3rd International Internet of @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that its Call for Papers is now open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
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Oct. 2, 2014 08:00 AM EDT Reads: 1,232
IoT is still a vague buzzword for many people. In his session at Internet of @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, will discuss the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. The presentation will also discuss how IoT is perceived by investors and how venture capitalist access this space. Other topics to discuss are barriers to success, what is new, what is old, and what the future may hold.
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Oct. 1, 2014 08:30 PM EDT Reads: 2,252
All major researchers estimate there will be tens of billions devices – computers, smartphones, tablets, and sensors – connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades. With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be!
Oct. 1, 2014 05:00 PM EDT Reads: 2,443
Software AG helps organizations transform into Digital Enterprises, so they can differentiate from competitors and better engage customers, partners and employees. Using the Software AG Suite, companies can close the gap between business and IT to create digital systems of differentiation that drive front-line agility. We offer four on-ramps to the Digital Enterprise: alignment through collaborative process analysis; transformation through portfolio management; agility through process automation and integration; and visibility through intelligent business operations and big data.
Sep. 30, 2014 10:30 AM EDT Reads: 1,633
There will be 50 billion Internet connected devices by 2020. Today, every manufacturer has a propriety protocol and an app. How do we securely integrate these "things" into our lives and businesses in a way that we can easily control and manage? Even better, how do we integrate these "things" so that they control and manage each other so our lives become more convenient or our businesses become more profitable and/or safe? We have heard that the best interface is no interface. In his session at Internet of @ThingsExpo, Chris Matthieu, Co-Founder & CTO at Octoblu, Inc., will discuss how thes...
Sep. 29, 2014 06:45 AM EDT Reads: 1,944
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Sep. 28, 2014 09:45 AM EDT Reads: 1,586
We are reaching the end of the beginning with WebRTC and real systems using this technology have begun to appear. One challenge that faces every WebRTC deployment (in some form or another) is identity management. For example, if you have an existing service – possibly built on a variety of different PaaS/SaaS offerings – and you want to add real-time communications you are faced with a challenge relating to user management, authentication, authorization, and validation. Service providers will want to use their existing identities, but these will have credentials already that are (hopefully) ir...
Sep. 27, 2014 11:30 PM EDT Reads: 1,965
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Sep. 27, 2014 10:30 PM EDT Reads: 1,876
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Sep. 27, 2014 10:30 PM EDT Reads: 2,340
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Sep. 27, 2014 09:45 PM EDT Reads: 2,560
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