China Mobile Hong Kong

CHL-N

NYSE:CHL

29.83
0.52 (1.71%)
China Mobile is a Chinese state-owned telecommunication company that provides mobile voice and multimedia services through its nationwide mobile telecommunications network across mainland China.
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Analysis and Opinions about CHL-N

Signal
Opinion
Expert
BUY
BUY
March 6, 2014

Biggest mobile company in the world. Gone sideways for 5 years. Dividend is safe. Longer term if you hold this, you will be proven to be right.

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Biggest mobile company in the world. Gone sideways for 5 years. Dividend is safe. Longer term if you hold this, you will be proven to be right.

COMMENT
COMMENT
January 30, 2014

The fundamental story on this is that it is, by far and away, the biggest global telecom company. Doing very, very well. Fundamentally, the Chinese government is trying to regulate, to ensure that China Telecom and China Unicom become much more significant in the market, but taking away some of the power that this company has. China also regulated that this company adopt a “list of quality” strategy for wireless telecom and that really didn’t work out. Stock has not moved very well in the last few years but if you take a longer-term view this is a very good story and a dividend is very safe. You can also buy it in the low $40. Solid in the high $50 but, once it breaks out above $55, it will run for quite a while.

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The fundamental story on this is that it is, by far and away, the biggest global telecom company. Doing very, very well. Fundamentally, the Chinese government is trying to regulate, to ensure that China Telecom and China Unicom become much more significant in the market, but taking away some of the power that this company has. China also regulated that this company adopt a “list of quality” strategy for wireless telecom and that really didn’t work out. Stock has not moved very well in the last few years but if you take a longer-term view this is a very good story and a dividend is very safe. You can also buy it in the low $40. Solid in the high $50 but, once it breaks out above $55, it will run for quite a while.

DON'T BUY
DON'T BUY
November 12, 2013

$200 billion market cap. He has never been a huge fan of the company. You always want to minimize government intervention and it combines to compound regulatory risk. Their earnings growth has not been that great.

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$200 billion market cap. He has never been a huge fan of the company. You always want to minimize government intervention and it combines to compound regulatory risk. Their earnings growth has not been that great.

BUY
BUY
October 28, 2013

(Market Call Minute.) A dreadful performer but are continuing to add large numbers of new subscribers.

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(Market Call Minute.) A dreadful performer but are continuing to add large numbers of new subscribers.

BUY WEAKNESS
BUY WEAKNESS
October 24, 2013

Fairly expensive. You buy this in the $48-$49 range. Pays a very attractive dividend. Has substantially more cash than debt, so the sustainability of the 4.2% dividend is almost guaranteed. The big challenge is that they are transitioning into a company that can support the iPhone. They need to transition the network and they have the capital to do it.

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Fairly expensive. You buy this in the $48-$49 range. Pays a very attractive dividend. Has substantially more cash than debt, so the sustainability of the 4.2% dividend is almost guaranteed. The big challenge is that they are transitioning into a company that can support the iPhone. They need to transition the network and they have the capital to do it.

WEAK BUY
WEAK BUY
October 22, 2013

Not sure about the mobile market in China right now. A very competitive space. They have been frustrating stock for investors. When the hang sang break out, this could push higher than you think.

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Not sure about the mobile market in China right now. A very competitive space. They have been frustrating stock for investors. When the hang sang break out, this could push higher than you think.

BUY
BUY
September 11, 2013

Biggest telephone company globally and has no debt. Good dividend. Price for this ranges anywhere between $47 and $56. With this you are taking a longer-term view because the average Chinese is going to get wealthier over time and telephone companies are going figure out how to take a portion of that income.

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Biggest telephone company globally and has no debt. Good dividend. Price for this ranges anywhere between $47 and $56. With this you are taking a longer-term view because the average Chinese is going to get wealthier over time and telephone companies are going figure out how to take a portion of that income.

BUY
BUY
June 7, 2013

Good quality company and the biggest mobile operator globally however, there is not a lot of growth. Earnings might even decline this year and next. Once they get through the move and migrate to 4G, you’ll start to see a pickup in earnings. Have a good relationship with their parent. They only have to pay for the infrastructure of additions for 4G, they don’t have to pay for the infrastructure of 3G, so their cost base is good.

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Good quality company and the biggest mobile operator globally however, there is not a lot of growth. Earnings might even decline this year and next. Once they get through the move and migrate to 4G, you’ll start to see a pickup in earnings. Have a good relationship with their parent. They only have to pay for the infrastructure of additions for 4G, they don’t have to pay for the infrastructure of 3G, so their cost base is good.

BUY
BUY
April 2, 2013

Has the largest mobile user base globally. Revenues per user are much more stable than they have been in the past. A big subscriber base that moves from 3G to 4G is going to help them a lot on the data side. The good news on the 4G is that they are not going to have to spend the capital that is going to be spent by the parent. Very good returns and well managed company.

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Has the largest mobile user base globally. Revenues per user are much more stable than they have been in the past. A big subscriber base that moves from 3G to 4G is going to help them a lot on the data side. The good news on the 4G is that they are not going to have to spend the capital that is going to be spent by the parent. Very good returns and well managed company.

COMMENT
COMMENT
April 11, 2012
They were starting to slow down because their earnings and cash flow growth were in the 3% range. Now they are having to expand further west in China out of the urban regions and into the rural. With Nokia (NOK-N) coming forward with Samsung and iPhone being introduced, it gives them an opportunity to grow their business. Won't be the big growth story of the last 5-10 years. Good money has already been made.
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They were starting to slow down because their earnings and cash flow growth were in the 3% range. Now they are having to expand further west in China out of the urban regions and into the rural. With Nokia (NOK-N) coming forward with Samsung and iPhone being introduced, it gives them an opportunity to grow their business. Won't be the big growth story of the last 5-10 years. Good money has already been made.
BUY
BUY
February 24, 2012
Biggest mobile phone company globally. Over a long period, it has actually marked time over the last few years because the Chinese government has brought in more competition. It is making a series of higher lows. Great way to play the Chinese emerging middle class.
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Biggest mobile phone company globally. Over a long period, it has actually marked time over the last few years because the Chinese government has brought in more competition. It is making a series of higher lows. Great way to play the Chinese emerging middle class.
TOP PICK
TOP PICK
March 15, 2011
589 Million subscribers. Great growth. Growing a subscriber base at 5 Million a month. Signed contract with Blackberry and once they get that out in their system (modify system), it is another wave for them. Good growth.
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589 Million subscribers. Great growth. Growing a subscriber base at 5 Million a month. Signed contract with Blackberry and once they get that out in their system (modify system), it is another wave for them. Good growth.
COMMENT
COMMENT
December 23, 2010
A lot of competition and regulatory issues, which is why it has gone sideways.
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A lot of competition and regulatory issues, which is why it has gone sideways.
PAST TOP PICK
PAST TOP PICK
November 23, 2010
(A Top Pick Aug 24/10. Down 0.16%.)
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(A Top Pick Aug 24/10. Down 0.16%.)
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices.
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(Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices.
Showing 16 to 30 of 60 entries