📰 BloombergBloombergCodex · 实盘不做把握 8/10
北京时间·🕒 发布 16:29:44时区推断·⟳ 抓取 16:43:23·⚡ 决策 08-03 18:03:22 +1h19m·85.1 天前
中国移动据称考虑出售True约7.8%股权
彭博称中国移动考虑出售True约7.8%少数股权，按True约147亿美元市值估算持股约11亿美元。
📄 原文Bloomberg↗ 原文
China Mobile Ltd. is considering selling its minority stake in Thailand’s telecommunications company True Corp., accord…
不做 中国移动（600941.SH）
潜在出售True持股金额仅约市值0.4%，且仍是未确认传闻，对超大市值中国移动无市值级edge。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 彭博称中国移动考虑出售True约7.8%少数股权，按True约147亿美元市值估算持股约11亿美元。
- 11亿美元约合人民币79亿元，仅约为中国移动A股总市值2.11万亿元的0.4%，且仍处于考虑阶段，短线重定价量级不足。
主要风险
- 交易尚在初步征询兴趣阶段，可能不发生；若折价出售或监管受阻，影响也偏财务投资层面。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,418 字
China Mobile Ltd. is considering selling its minority stake in Thailand’s telecommunications company True Corp., according to people familiar with the situation.
The Chinese mobile and internet firm is working with an adviser to sound out initial interest from prospective buyers in its stake in True, the people said, asking not to be identified discussing a private matter.
China Mobile has roughly a 7.8% stake in True, according to the Thai group’s latest annual report. True shares have gained 30% in Bangkok this year, giving the company a market value of about $14.7 billion. At that level, China Mobile’s holding would be worth about $1.1 billion.
Deliberations are ongoing and may not lead to a transaction, the people said. Representatives for China Mobile and True didn’t immediately respond to requests seeking comment.
True merged with the Thai unit of Norway’s Telenor ASA in 2023. Earlier this year, Telenor agreed to sell its stake in True to Arise Digital Technology Co. for a total value of $3.9 billion.
True has more than 48 million mobile subscribers and also operates home broadband and cable television.
China Mobile is the world’s largest wireless carrier by subscribers and the country’s primary provider of mobile, internet, and digital infrastructure services. The state-owned telecommunications giant has about 1 billion mobile subscribers and hundreds of millions of broadband users.
The Chinese mobile and internet firm is working with an adviser to sound out initial interest from prospective buyers in its stake in True, the people said, asking not to be identified discussing a private matter.
China Mobile has roughly a 7.8% stake in True, according to the Thai group’s latest annual report. True shares have gained 30% in Bangkok this year, giving the company a market value of about $14.7 billion. At that level, China Mobile’s holding would be worth about $1.1 billion.
Deliberations are ongoing and may not lead to a transaction, the people said. Representatives for China Mobile and True didn’t immediately respond to requests seeking comment.
True merged with the Thai unit of Norway’s Telenor ASA in 2023. Earlier this year, Telenor agreed to sell its stake in True to Arise Digital Technology Co. for a total value of $3.9 billion.
True has more than 48 million mobile subscribers and also operates home broadband and cable television.
China Mobile is the world’s largest wireless carrier by subscribers and the country’s primary provider of mobile, internet, and digital infrastructure services. The state-owned telecommunications giant has about 1 billion mobile subscribers and hundreds of millions of broadband users.
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