iphone is getting closer: Brokers push China Unicom

Hu Yuhui iphone or early entry into the domestic market to create a new situation in the mobile phone history of benchmarking products Apple's iphone, already closer to domestic users. There have been news over the weekend that the talks between Unicom and Apple have ended and Unicom's introduction of the iphone is a foregone conclusion, and after Merrill Lynch, another foreign agency, Colorado State investment research firm Wedgepartners, also published an investment report saying Apple's iphone may enter the domestic market ahead of time.　　And there has been a domestic media disclosed that the iphone has been delivered to the Ministry of Science and Research laboratories, which means that the iphone into the real phase of access permits. China Unicom, which once let the markets worry or die, is now moving in a clearer direction. Given the success of the iphone, as well as its huge appeal to its users and the increase in its revenue, the industry has been seeing the introduction of the iphone as an important catalyst to boost the share price of China Unicom (600050, close to 6.99 yuan).　　Early security analyst Huang Wengo told reporters that, compared with WCDMA official scale, he thinks the iphone is more stimulating to share prices. What exactly can the iphone bring to China Unicom? How much better can unicom get with the iphone? Huang Wengo in the latest report: A comparison of the experience with Apple, the US telegraph and Telephone Company, the largest telecoms operator in the United States, where the iphone helped At&t to grab about 3 million high-end users from other carriers over the past two years; in 2008 years,　　This part of the iphone has contributed about $3.6 billion trillion in revenue to at&t, while At&t's new mobile revenue for 5.68 billion dollars iphone users ' direct contribution to at&t mobile revenue growth is roughly 60% per cent. The industry's focus on Unicom Huang Wengo that the iphone's impact on Unicom will be far greater than at&t. ARPU value, that is, average income per user, an important indicator of the revenues and profits of telecoms operators, At&t's iphone users are less than 1 time times more than average users, while in Huang Wengo's hypothetical model, the difference between the two ARPU values is as high as 7 and 8 times times. So the iphone has a much bigger "leverage" effect on Unicom grabbing high-end users. Huang Wengo calculated the result is that unicom each because of the iphone to grab more than 5 million users, Unicom's value will rise by about 10%.　　According to the industry advisory body ovum data, by 2008, the iphone in the domestic sales of 1 million, this part of the user in WCDMA scale after the use of Unicom network is very likely. And with the news surface active, the recent industry's attention to Unicom began to heat up. Since the end of last week, brokers have issued 5 research reports to China Unicom, giving them "buy" or "strongly recommended" ratings. Among them, Huang Wengo made clear in the report, the next two months, the iphone and Unicom formal signing is a big probability event, is also unicom price return value of the biggest triggering factor, the National Union Securities believes that any of the current China Unicom's callback is a long-term opportunity to absorb. China Unicom regained its rally in mid-June last month, despite a slight fall yesterday, but the communications province of Guangdong will be in this month 19th, that is, the Sunday advance WCDMA batch number, then the user experience, the results will greatly affect China Unicom two-tier market performance, investors need to pay close attention.