Ich bin hier drin WKN 909622 China Mobile
report
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HONG KONG (XFN-ASIA) - China Mobile Ltd extended its gains in the afternoon in line with the broader market and the sector, with interest in the stock also fueled by a mainland media report that the company could list A-shares in Shanghai as early as next month.
The China Business Journal reported, citing unnamed sources, that China Mobile may list on the mainland as early as July, raising up to 80 bln yuan.
The company is awaiting approval from the China Securities Regulatory Commission for the A-share issue, the report said.
China Mobile was up 3.30 hkd or 4.35 pct at 79.10, up from its morning finish of 78.55, while the Hang Seng Index was up 475.69 or 2.26 pct at 21, 492.28, off a high of 21,565.43..
(1 usd = 7.8 hkd)
MK ist bereits bei 142,07 Milliarden € , jetzt kommen
10 Milliarden $ = 7,46 M.€ dazu. Gesamt 149,53 M.€
Nicht zu vergessen Olympia 2008.
Fast jeder Athlet und Besucher wird sich eine SIM-Karte zulegen.
SK F 7,60€.
mfg nf
auf Deutsch:
Peking 18.06.07 (www.emfis.com) China Mobile könnte bereits im kommenden Monat in Shanghai an die Börse gehen. Dies meldete heute die Hongkonger Zeitung „Apple Daily“ unter Berufung auf unternehmensnahe Quellen. Der weltgrößte Mobilfunkkonzern nehme dabei eine Pilot-Funktion ein. Falls das A-Share-Listing des Unternehmens erfolgreich verlaufe, würden bald weitere chinesische Großunternehmen wie PetroChina, China Telecom und Shenhua Energy den Weg an die chinesische Heimatbörse finden.
Wie „Apple Daily“ berichtete, könne China Mobile in Shanghai neue Aktien im Wert von bis zu 80 Milliarden Yuan platzieren. Dies entspricht rund 10,5 Milliarden Dollar. Es würde sich damit in Shanghai um den größten Börsengang aller Zeiten handeln. Im vergangenen Jahr hatte die Industrial and Commercial Bank of China dort 46,6 Milliarden Yuan eingesammelt.
In Hongkong zogen China Mobile heute 6,0 Prozent auf 80,35 HK$ an.
Action Buy
Target Price $95.000
Reason
China Mobile (941, $80.35) 6M Target $95.0 Trading BUY
* It was reported that the company will proceed the listing plan on mainland stock market next month through the sale of RMB80bn old shares by its parent company. The expected positive market response of both pre-listing and post-listing of A shares should trigger a re-rating to China Mobile.
* Caller Party Pay (CPP) scheme should decrease tariff per minutes but at the same time could stimulate minutes of usage. In 1Q07, average revenue per minute dropped 16% yoy to RMB0.201 but MOU per month increased 18% yoy to 422.
* April net adds 5.28mn represented 76% market share, higher than the 68% market share of subscribers. We expect the company’s market share of subscribers to further increase to 70% from 68% by end 2007.
* Management confirmed that parent company would be responsible for development of TD-SCDMA trial network, removing investors’ concern on the potential huge capex for TD.
* 22% Consensus EPS growth for 2008 is considered as strong.
* Maintain BUY with target price upgraded to $95, representing 20x 2008 PER.
2007/06/21 17:18
1604 [Dow Jones] China Mobile (0941.HK) +2.4% at HK$82.35, volume modest at HK$3.1 billion on rotational interest. Credit Suisse says CM's shares lagged behind its peers until last week on news of its A-share listing. "We believe that its valuation has become attractive." Rates CM as 2nd preferred pick behind Netcom. Expects huge customer base to act as buffer against any increase in competition; raises target price to HK$88.50 from HK$88, keeps Neutral call.
Date 22 / 6
Source Dao Heng Securities
China Mobile (941, $82.35) 6M Target $95.0 Trading BUY
It was reported that the company will proceed the listing plan on mainland stock market next month through the sale of RMB80bn old shares by its parent company. The expected positive market response of both pre-listing and post-listing of A shares should trigger a re-rating to China Mobile.
Caller Party Pay (CPP) scheme should decrease tariff per minutes but at the same time could stimulate minutes of usage. In 1Q07, average revenue per minute dropped 16% yoy to RMB0.201 but MOU per month increased 18% yoy to 422.
April net adds 5.28mn represented 76% market share, higher than the 68% market share of subscribers. We expect the company’s market share of subscribers to further increase to 70% from 68% by end 2007.
Management confirmed that parent company would be responsible for development of TD-SCDMA trial network, removing investors’ concern on the potential huge capex for TD.
22% Consensus EPS growth for 2008 is considered as strong.
Maintain BUY with target price upgraded to $95, representing 20x 2008 PER.
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Jun. 22, 2007 (China Knowledge) – It has been announced that a patent fee imposed by China Mobile Multimedia Broadcasting (CMMB), will be repealed in the next two years. They will however be collecting a token patent fee of RMB 1.
This amendment will allow subscribers to watch TV on their mobile phones for free come 2008. This would also help elevate the commercial standards of the CMMB, marking the advent of the convergence of TV and Internet networks in China.
Since the launch of the CMMB mobile TV, users have free access to CCTV1 or CCTV News channel on their mobile phones, as well as other paid channels. To date, about 120 enterprises have joined the CMMB network.
The "mobile TV business" uses an intelligent mobile phone with an operating system and video functions to watch TV.
China plans to broadcast the CMMB network in Beijing, Shanghai, Tianjin, Shenyang, Qingdao, and Qin Huangdao in 2008.
25 / 6
Dao Heng Securities
China Mobile (941, $84.65) 6M Target $95.0 Trading BUY
It was reported that the company will proceed the listing plan on mainland stock market next month through the sale of RMB80bn old shares by its parent company. The expected positive market response of both pre-listing and post-listing of A shares should trigger a re-rating to China Mobile.
Caller Party Pay (CPP) scheme should decrease tariff per minutes but at the same time could stimulate minutes of usage. In 1Q07, average revenue per minute dropped 16% yoy to RMB0.201 but MOU per month increased 18% yoy to 422.
April net adds 5.28mn represented 76% market share, higher than the 68% market share of subscribers. We expect the company’s market share of subscribers to further increase to 70% from 68% by end 2007.
Management confirmed that parent company would be responsible for development of TD-SCDMA trial network, removing investors’ concern on the potential huge capex for TD.
22% Consensus EPS growth for 2008 is considered as strong.
Maintain BUY with target price upgraded to $95, representing 20x 2008 PER.
China Mobile "overweight," target price raised
Lehman Brothers
LONDON, June 25 (newratings.com) - Analyst Paul Wuh of Lehman Brothers maintains his "overweight" rating on China Mobile Limited (CTM.FSE). The 12-month target price has been raised to HK$98.
In a research note published this morning, the analyst mentions that the upward revision in the target price reflects a shift in the base year. China Mobile’s subscriber growth continues to be robust, with the company adding 5.5 million net subscribers in May, the analyst says. Lehman Brothers expects the company to deliver consistent growth in MOUs going forward, driven by the wireless replacement trend
941 CHINA MOBILE 83.95 -0.95 -1.12 2,341,691 27,566
06/28/07 54.00 54.70 53.91 54.36 +0.44 1359200+0.82%
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Composite Indicator
Trend Spotter TM Buy
Short Term Indicators
7 Day Average Directional Indicator Buy
10 - 8 Day Moving Average Hilo Channel Buy
20 Day Moving Average vs Price Buy
20 - 50 Day MACD Oscillator Buy
20 Day Bollinger Bands Hold
Short Term Indicators Average: 80% - Buy
20-Day Average Volume - 1846290
Medium Term Indicators
40 Day Commodity Channel Index Buy
50 Day Moving Average vs Price Buy
20 - 100 Day MACD Oscillator Buy
50 Day Parabolic Time/Price Buy
Medium Term Indicators Average: 100% - Buy
50-Day Average Volume - 1820126
Long Term Indicators
60 Day Commodity Channel Index Buy
100 Day Moving Average vs Price Buy
50 - 100 Day MACD Oscillator Buy
Long Term Indicators Average: 100% - Buy
100-Day Average Volume - 2024261
Overall Average: 96% - Buy
Price Support Pivot Point Resistance
54.36 53.53 54.32 55.11
realisiert,nach der letzten Korrektur.
Jetzt gibts kein Halten mehr.
China geht im Moment stärker ab als je zuvor.
mfg nf
Düsseldorf (aktiencheck.de AG) - Die Experten von "Der Aktionärsbrief" raten bei der China Mobile-Aktie (ISIN HK0941009539/ WKN 909622) spekulativ einzusteigen. China Mobile habe in China einen unvergleichlichen Markenwert. Der Name der Gesellschaft sei beinahe jedem Chinesen bekannt und es werde fast ausschließlich Positives damit verbunden. Dies dürfte auch bei der Anlageentscheidung entscheidend sein. Gegenüber der Branche sei China Mobile unterbewertet. Das KGV liege bei lediglich 26. Es sei offensichtlich dass China Mobile derzeit wesentlich attraktiver sei als die Wettbewerber. Hierfür spreche auch das voraussichtliche Wachstum. Das Unternehmen habe angekündigt, über die kommenden Jahre um über 20% zu wachsen. Die Experten von "Der Aktionärsbrief" empfehlen bei der China Mobile-Aktie spekulativ einzusteigen. (Ausgabe 35 vom 30.08.2007) (31.08.2007/ac/a/a)
heute
941 CHINA MOBILE 102.3 +1.3 +1.29 6,088,515 60,469
HONG KONG (XFN-ASIA) - Daiwa Institute of Research Ltd upgraded China Mobile Ltd to a ""buy"" from ""outperform"", and raised its six-month price target on the stock to 166.20 hkd from 123.20.
It said in a research note the limited number of telecom companies listed on mainland China's stock markets puts China Mobile's proposed A-share issue in Shanghai among those at the top of investors' shopping lists.
""If Chinese investors are willing to pay 49 times 2007 price-to-earnings ratio (PER) for China Unicoms A-shares, we would expect them to pay more for China Mobile's potential A-shares,"" the Japanese securities research firm said.
Daiwa also said that its upward revision of the price target for China Mobile was based on an assumption that the company's A-shares could potentially be priced at a PER of 50-55 times its fiscal year 2007 forecast for the mobile operator.
At 11.35 am on the Hong Kong bourse, China Mobile was up 1.60 hkd or 1.18 pct at 137.0.
Suisse
HONG KONG (Thomson Financial) - Credit Suisse raised its price target for China Mobile Ltd to 145 Hong Kong dollars from 100, while keeping its ""outperform"" call on the stock, on the carrier's strong earnings growth prospects.
Shares of Asia's biggest mobile phone company rallied 61 percent in the past three months from a buoyant Hang Seng Index.
Despite that, ""valuations remain undemanding against the company's strong projected earnings growth,"" said Credit Suisse analyst Jeff Kahng.
Kahng expects the carrier to post earnings growth of 18 percent for this year until 2010.
""We have raised our earnings outlook to mainly reflect stronger than expected subscriber and minutes of usage growth that we expect to continue in the next three years,"" Kahng said.
Kahng sees the carrier signing up 64.5 million additional subscribers this year and 65.5 million in 2008.
Shares of China Mobile were last up 137.60 Hong Kong dollars. It surged to an all-time high of 140 dollars Wednesday.
2007/10/04 12:20
1106 [Dow Jones] China Mobile (0941.HK) down 2.5% at HK$126.50, adding to 4.1% decline yesterday on profit-taking after peaking out at record HK$140. UBS says CM's strong fundamentals will remain intact in next 12 months, with mobile substitution likely to further accelerate in 2H07 after CPP, potential roaming fee cut; industry restructuring "is not likely to happen" despite recent noises though. In view of shares' record-breaking run, UBS places DCF-derived price target (HK$128), rating (Buy), forecasts under review
China Mobile "outperform," target price raised
Credit Suisse
LONDON, October 4 (newratings.com) - Analyst J Tan of Credit Suisse maintains his "outperform" rating on China Mobile Limited (CTM.FSE). The target price has been raised from HK$100 to HK$145.
In a research note published yesterday, the analyst mentions that the current valuation of China Mobile’s stock is attractive, despite the 61% appreciation in the company’s share price, given the solid earnings growth projection of an 18% CAGR in FY07-FY10. The net add estimates for FY07 and FY08 have been raised from 63.6 million to 64.5 million and from 56.6 million to 65.5 million, respectively, to reflect better-then-anticipated growth and the expectation of a relatively benign competitive environment.