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.
More at Wikipedia

Analysis and Opinions about CHL-N

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
March 18, 2008
A great company, one of the blue chip companies in China. Consumption in China will pick up and this company is well positioned for it. Almost a monopoly. Worried that competition may catch up. Very good 3-year view.
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A great company, one of the blue chip companies in China. Consumption in China will pick up and this company is well positioned for it. Almost a monopoly. Worried that competition may catch up. Very good 3-year view.
TOP PICK
TOP PICK
February 22, 2008
Telecommunications. 371 million cell phone subscribers. Chinese government just approved the sale of blackberries about six months ago, which they sell. 6 to 7 million new subscribers per month. Has come off its high so there is good room to move.
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Telecommunications. 371 million cell phone subscribers. Chinese government just approved the sale of blackberries about six months ago, which they sell. 6 to 7 million new subscribers per month. Has come off its high so there is good room to move.
PAST TOP PICK
PAST TOP PICK
November 12, 2007
(A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling.
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(A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling.
BUY
BUY
July 12, 2007
Have 300 million subscribers. Subscription base is growing 5 to 6 million per month. Starting to look outside of China. Still lots of growth to go. Might be starting to get a little expensive.
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Have 300 million subscribers. Subscription base is growing 5 to 6 million per month. Starting to look outside of China. Still lots of growth to go. Might be starting to get a little expensive.
BUY
BUY
June 18, 2007
Good company fundamentally for the long term.
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Good company fundamentally for the long term.
COMMENT
COMMENT
June 5, 2007
The bearer of the flag for that marketed. A government owned company, that will copy other technologies to their advantage. Rim being an example, which they've produced the "Red Berry".
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The bearer of the flag for that marketed. A government owned company, that will copy other technologies to their advantage. Rim being an example, which they've produced the "Red Berry".
BUY
BUY
March 28, 2007
Very wary of investing in China through Chinese equities. It's an immature market and there aren't a lot of controls. This is one of the few that he would own as it has really solid growth potential.
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Very wary of investing in China through Chinese equities. It's an immature market and there aren't a lot of controls. This is one of the few that he would own as it has really solid growth potential.
BUY
BUY
March 6, 2007
Biggest mobile phone company in the world. Trading at about 28 X next year's earnings. 1.8% dividend yield. Good buy for an emerging market. Has come off and will come off more as China continues to sell off. On a 3 to 5 year view, this is a no-brainer.
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Biggest mobile phone company in the world. Trading at about 28 X next year's earnings. 1.8% dividend yield. Good buy for an emerging market. Has come off and will come off more as China continues to sell off. On a 3 to 5 year view, this is a no-brainer.
BUY
BUY
February 28, 2007
Has grown relatively quickly but its business model is very sustainable. Not an expensive stock relative to the market or to telephone or mobile stocks in general. Penetration rate is about 30% in China and could go to 80%.
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Has grown relatively quickly but its business model is very sustainable. Not an expensive stock relative to the market or to telephone or mobile stocks in general. Penetration rate is about 30% in China and could go to 80%.
TOP PICK
TOP PICK
February 26, 2007
Largest mobile telephone company in the world. 260 million-subscriber base.
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Largest mobile telephone company in the world. 260 million-subscriber base.
COMMENT
COMMENT
January 9, 2007
Largest mobile phone company in China. EBITDA multiple is about 6.5 X calendar 2007. Given the growth profile, valuation is not particularly demanding. Major risk would be regulatory. Chinese government is in the process of issuing 3G licenses and there is fear that this company's present advantages could be compromised.
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Largest mobile phone company in China. EBITDA multiple is about 6.5 X calendar 2007. Given the growth profile, valuation is not particularly demanding. Major risk would be regulatory. Chinese government is in the process of issuing 3G licenses and there is fear that this company's present advantages could be compromised.
BUY
BUY
October 4, 2006
In one of the highest growth areas on the mobile side. Well-managed.
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In one of the highest growth areas on the mobile side. Well-managed.
TOP PICK
TOP PICK
December 3, 2004
Looks for companies that are ahead of the curve and driving the change in China. The dominant provider of mobile phones. Has struggled with a lot of competition, but it will survive.
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Looks for companies that are ahead of the curve and driving the change in China. The dominant provider of mobile phones. Has struggled with a lot of competition, but it will survive.
DON'T BUY
DON'T BUY
March 19, 2004
China Mobile and China Unicom are the two big mobile plays in China. Regulatory risks. Until there's clarity, doesn't want to own these stocks. Not cheap.
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China Mobile and China Unicom are the two big mobile plays in China. Regulatory risks. Until there's clarity, doesn't want to own these stocks. Not cheap.
DON'T BUY
DON'T BUY
January 9, 2002
A concept stock, so very speculative.
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A concept stock, so very speculative.
Showing 46 to 60 of 60 entries