These two days, Invengo Information Technology Co.Ltd(002161) became popular because of a paragraph: “watching Gu ailing win the championship from a distance”.
The serious “Gu ailing concept stock” and the A-share of trillion giant China Mobile also rose sharply. Many voices in the market linked it with the Winter Olympics. on February 9, China Mobile blocked the trading limit, and the share price was reported at 67.43 yuan / share, a new high since its listing.
According to Gu Ailing’s microblog, as early as last year, she has become China Mobile 5g ice and snow Promotion Ambassador.
In addition, China Mobile’s Migu video won the rights of live and on-demand broadcasting of the Winter Olympic Games, and Wang Meng’s “nagging commentary” successfully came out of the circle.
Specifically, following yesterday’s rise of 5.42%, China Mobile’s A-share market rose sharply again this morning (February 9). Near the noon closing, the trading limit was closed, and the share price was reported at 67.43 yuan / share, a new high since the listing. The transaction on the same day was 3.343 billion yuan, market value soared by 130.7 billion yuan, and the latest total market value reached 1437.7 billion yuan. at the same time, China Mobile’s Hong Kong stocks also rose sharply in recent days.
Previously, on January 5, China Mobile landed in A-Shares and hit a high price of 63.58 yuan / share on the first day. Since then, the company’s share price fluctuated and fell. However, thanks to the protection of the “green shoe” mechanism and the continuous increase of the controlling shareholder China Mobile Communication Group Co., Ltd., China Mobile’s share price once hit the “bottom line” of 57.58 yuan / share, but there was no “break”.
On February 7, China Mobile said on the interactive platform: “the exercise period of the over allotment option for the issuance of RMB shares of the company will expire on February 7, 2022.” on February 8, China Mobile’s A-Shares rose sharply after “taking off their shoes”.
Under the sharp rise in share price, China Mobile also has many positive factors.
In terms of performance, China Mobile previously released a performance forecast. It is expected that the company will achieve a revenue of about 844.877 billion yuan to 852.558 billion yuan in 2021, with a year-on-year increase of about 10% ~ 11%; The net profit attributable to the parent company was about 114.307 billion yuan to 116.464 billion yuan, with a year-on-year increase of about 6% ~ 8%; The net profit deducted from non profit was about 107.285 billion yuan to 109.328 billion yuan, with a year-on-year increase of about 5% ~ 7%.
On January 23, China Mobile also issued an “announcement on the actual controller’s increase in the company’s shares and the increase plan”. The actual controller, China Mobile Communications Group Co., Ltd. (hereinafter referred to as “China Mobile Group”) increased the company’s 12.322 million ordinary shares (hereinafter referred to as “A shares”) through the trading system of Shanghai Stock Exchange on January 21, 2022, The amount of increase in holding tax and Commission (excluding about RMB 700 million).
In addition, China Mobile Group plans to increase its holdings of A-Shares of listed companies at any time from January 21, 2022 to December 31, 2022, with a cumulative increase amount (including this increase amount) of no less than 3 billion yuan and no more than 5 billion yuan. The increase plan does not set a share purchase price range. China Mobile Group will, according to the fluctuation of stock prices of listed companies and the overall trend of the capital market, Timely implement the shareholding increase plan.
For the reasons for the increase, China Mobile Group said that it has firm confidence in the future development prospects of listed companies and highly recognizes the medium and long-term investment value.
the strong limit of China Mobile also led to the strength of the communication service sector. For operators, China United Network Communications Limited(600050) (600050, SH) rose 3.32% and China Telecom Corporation Limited(601728) (601728, SH) rose 2.8%. In terms of other stocks, Guomai Technologies Inc(002093) (002093, SZ) rose by the limit, Jilin Jlu Communication Design Institute Co.Ltd(300597) (300597, SZ), Eastone Century Technology Co.Ltd(300310) (300310, SZ) followed.
Lao Zhou Kan shares
ah linkage value mining from China Mobile
China Mobile blocked the trading limit. Previously, Hong Kong stock China Mobile continued to rise. In the future, the rising trend of ah dual listed stocks from Hong Kong stocks will become the norm.
The strength of China Mobile began on February 7, but the Hong Kong stock China Mobile began to rise on January 21. As of the closing on February 9, the Hong Kong stock China Mobile reported HK $57.9 / share, with a cumulative increase of nearly 15%.
Although the latest closing price of Hong Kong stocks is still lower than that of A-share China Mobile, what investors see is that the two places rise together. Although A-share investors know later, they are more or less down-to-earth.
For such ah dual listed companies, it will be the most likely case that Hong Kong stocks push A-Shares up in the future. After all, it is unrealistic for A-Shares to rise first. This is mainly because the share price of Hong Kong shares is indeed low. In terms of investment value, H shares are more dominant, so Hong Kong shares need to strengthen first, and then A-Shares follow up . In this way, although the price difference between the two sides cannot be wiped out instantly, with the continuous rise of share price, the price difference of A-Shares of Hong Kong shares will gradually narrow and finally reach a small enough level, Therefore, the trend of China Mobile in these two days is in line with the trend of Hong Kong stocks.
The root cause of this trend lies in the simultaneous purchase of stocks in the two places by large funds. Because Hong Kong stock China Mobile is cheaper, large funds have been buying since earlier. By February 7, Hong Kong stock China Mobile has accumulated a large increase. At this time, A-share China Mobile looks less expensive.
At the closing on January 26, Hong Kong shares China Mobile reported HK $53.4 per share and A-Shares China Mobile reported 57.63 yuan. At this time, the price difference between the two has reached an acceptable level for investors. Therefore, after the Spring Festival, the share price of A-share China Mobile also began to rise and walked out of sanlianyang. Among them, on February 9, the share price blocked the daily limit, such a trend, The rising value of China Mobile’s investment in the future will mostly come from the two listed companies.
Of course, Hong Kong stocks can push up the share price of A-Shares and adjust the share price of A-Shares at the same time. if the share price of Hong Kong stock China Mobile is corrected in the future, the share price of A-share China Mobile will inevitably lose support , which is a bit like drawing a salary from the bottom of the barrel. If such a trend occurs in the future, investors should still pay attention to the risk of China Mobile’s share price adjustment.
According to the disk trend, most investors are satisfied with the performance of China Mobile in 2021, so investors will also have good expectations for the future stock price trend of China Mobile. However, investors should also understand that companies such as China Mobile will take into account the preference of Hong Kong stock investors in the choice of profit distribution and choose more cash dividends than high transfer . Therefore, even if the stock price of China Mobile is relatively high, it is unlikely to reduce the stock price through high transfer, and the relevant speculation theme will probably not appear. Therefore, if the performance of China Mobile can not meet the expectations of investors, the rise of share price will be relatively limited.
Therefore, investors should not have too high expectations for China Mobile’s share price. Continuous trading is too extravagant for such large cap blue chips . Unless there is particularly strong positive support, China Mobile’s share price will grow rationally according to performance and growth, rather than speculative performance.
