Ich bin hier drin WKN 909622 China Mobile

UOBKH Keeps China Mobile At Buy; HK$160 Target

Four China telcos all down, roughly in-line with HSI's 2.6% fall, suggesting shares tracking broad weakness, restructuring angle not in play.

UOB KayHian stays positive on China Mobile (0941.HK), views others as "only providing pre-restructuring trading opportunities." Believes China Mobile will continue to have best fundamentals among Chinese telcos.

Adds government may concentrate on post-quake disaster relief, thus sector revamp may not happen in 1H08, which would be positive for existing mobile operators, especially CM, "as it gives extra time for them to capture more users before the arrival of new players." Keeps China Mobile as Buy with HK$160 target.

Stock down 2.8% at HK$128.50, is most heavily traded stock with HK$2.309 billion.  

CHL

82.30

0.27

0941.HK

129.10

3.10

82.75

+0.54%

1 to 5

 

Support/Resistance
      Type     Value     Conf.§
resist. 96.24 2
resist. 91.40 6
resist. 89.17 5
resist. 86.70 11
resist. 83.55 14
supp 79.81 6
supp 78.18 2
supp 76.97 5
supp 73.94 7
supp 71.54 2
supp 70.11 2
supp 65.01 2  

China End-April Mobile Phone Users 583.5M; Up 8.9M Vs March

China's mobile-phone users at the end of April rose to 583.5 million, up by 8.9 million from end-March, data issued by the Ministry of Industry and Information showed. The growth in the number of mobile users slowed in April compared with the net additions of 9.4 million in March, according to statistics issued on the ministry's Web site Wednesday. China's mobile-phone users grew by a record 9.5 million in February, the statistics showed. The mobile-phone users are customers of the two state-owned mobile service providers, China Mobile Communications Corp. and China United Telecommunications Corp. China Mobile Communications Corp. is the parent company of Hong Kong-listed China Mobile Ltd. (CHL) and the world's largest mobile carrier by subscribers. China United Telecommunications Corp. is the parent of Hong Kong- and Shanghai-listed China Unicom Ltd. (CHU). Fixed-line users totaled 360 million by the end of April, down 5.4 million from end-2007, the data showed.  

CM HK 112,4h$ = -2,3h$ = -2,01% Unsicherheit was die Grossinvestoren machen
US Schluss gestern: 74,05$ = -4,29$ = -5,48% Feiertag nachholbedarf

Handel in den US derzeit 2.76% teurer bei Verhältnis 1 to 5
aber das Handelsvolumen nimt ab in den US -5%

Handel in HK: 25,51m

 

Asia Investor und ich glaube ML stellen China mobile zum Verkauf. Die Neuordnung auf dem Chinesischen Telekommunikatinsmarkt wird für China mobile die Situation deutlich verschlechtern und die Konkurrenz sowie den Margendruck anheizen. Der Kursverfall der letzten Tage spricht deutlich gegen die Aktie. Allerdings waren starke Kursrückgänge in den Jahren zuvor immer gute Einstiegsmomente.
Was tun?  

Das sind Einstiegskurse!

Zur Olympiade wird der Kurs wieder ordentlich anziehen.

Aus meiner Sicht reine Panik-Mache.  

 

jetzigen zeitpunkt.....die aktie ist gut gelaufen, die konsolidiert jetzt und wird weiter zurückkommen, der 2. china unicom.... ist ein blick wert..und china mobile kaufe ich bei 8.......  

US China Mob 71.45$ = 46.08e = 557,99h$ /5= 111.6
HK $ 110.4 = 9.12e = 14.13$ * 5 = 70.65$
9,12e = 110.4h$

China Mobile Televises TD-SCDMA Ads  

China Mobile (NYSE: CHL, 941.HK) is advertising TD-SCDMA video functions in prime time spots just after the China Central Television (CCTV) News, reports Beijing Morning Post. According to the report, China Mobile is placing similar, non-video advertisements near select Beijing bus stations. China Mobile is offering 60,000 subscribers the chance to join the second round of TD-SCDMA network trials with free phones and calling fee subsidies through the end of July.  

China Mobile Top Sector Pick, Then Unicom - CS

Credit Suisse says valuations of four China telcos "reached an attractive level" after post-restructuring announcement selloff, particularly for China Mobile (0941.HK). Says CM's P/E premium against MSCI China Index has fallen to 6% vs 5-year average of 14%.

At Thursday's close of HK$107.70, stock trades at 13.5X FY09 P/E with 19% EPS growth, 3% dividend yield.

Adds while asymmetric regulation a valid concern, recent meetings with the MII, industry experts suggest "it should be gradual and could be less severe than the market currently expects."

CS retains CM as top sector pick, targets HK$146, followed by China Unicom (0762.HK) as downside limited while offering 30% potential upside to HK$19 target price.

CM down 1.3% at HK$106.30, Unicom down 0.8% at HK$14.22.(RLI)  

China Mobile has invested heavily in upgrading networks to consolidate its leading position in both 2G and 3G eras, Shanghai Daily learned yesterday.

   The world's biggest mobile carriers by subscribers has signed two IT companies to upgrade the networks, including its trial 3G network, during Chinese Vice Premier Wang Qishan's visit to the United States for the economic summit.

   Alcatel-Lucent, the world's biggest telecom equipment maker, said it had signed a 1 billion U.S. dollars framework agreement for 2008 with China Mobile to provide mobile communication equipment and services.

   The agreement was secured through Alcatel-Lucent's flagship company in China, Alcatel Shanghai Bell.

   "We are delighted to be selected to continue providing solutions and services to China Mobile. China Mobile is one of our company's main strategic cooperation partners," Olivia Qiu, Alcatel Shanghai Bell's president, said.

   The agreement signing ceremony was witnessed by Wang in Washington.

   Under the frame agreement, Alcatel-Lucent will provide China Mobile with mobile core and wireless network solutions, TD-SCDMA equipment, applications, transmission and IP router equipment and the related services.

   Meanwhile, Sun Microsystems Inc also announced a framework agreement with China Mobile on IT products and services projects in 2008. Sun will provide China Mobile with IT products and relevant services at an estimated price of some 34.8 million dollars.  

Government Clampdown on China Mobile Proves Illusory (Update1)

By John Liu and Janet Ong
Enlarge Image/Details

June 19 (Bloomberg) -- The Chinese government plan that sapped $39 billion in market value from China Mobile Ltd. may only end up strengthening the wireless carrier's grip on the world's biggest telecommunications market.

On May 24, regulators ordered three smaller, state-owned providers to merge into two competitors that might be strong enough to chip away at China Mobile's 69 percent share of the country's wireless market. The remaining companies, China Telecom Corp., the largest fixed-line phone carrier, and China Unicom Ltd. -- second in wireless -- each will offer land-based and mobile service in a three-way battle with China Mobile.

While that may have been the stated intent of the government plan, Wang Lei, a fund manager at Thornburg Investment Management, says China Mobile may walk away with an even bigger chunk of wireless. The Beijing-based company may boost its share to 73 percent next year, as its competitors try to absorb assets that produce $16 billion in annual sales and employ more than 150,000 employees, estimates investment bank CLSA Ltd. The new companies lack the networks to quickly take on the fifth-largest company in the world, Wang said.

``I am confident China Mobile will continue its dominance,'' said Wang, who helps manage $52 billion including China Mobile shares in Santa Fe, New Mexico. ``Challenges faced by the other two carriers, such as business integration and personnel reshuffling, will keep them secondary players.''

Web Challenge

China Mobile also won the right to enter the faster-growing broadband Internet market, allowing it to challenge China Telecom, the nation's largest provider of Web access, and capture as many as one-third of the nation's high-speed Internet users.

Twenty seven of 33 analysts tracked by Bloomberg recommend buying China Mobile, even as the stock has fallen 17 percent since May 22. On average, analysts estimate the stock will reach HK$147.28 ($18.87) in 12 months, 36 percent above yesterday's close of HK$108.60 in Hong Kong.

China Mobile's shares fell 0.6 percent today to HK$108.00 in Hong Kong as of the midday break. China Telecom declined 3.2 percent to HK$4.53 and Unicom dropped 3 percent to HK$15.04. China Netcom Group Corp., the nation's second-biggest fixed-line carrier, fell 2.4 percent to HK$22.45 as Hong Kong's benchmark Hang Seng Index declined 1.9 percent.

China, home to more mobile users than the total populations of the U.S., U.K, and Japan combined, may have as many as 1 billion by 2012, CLSA estimates. Internet service is less developed and growing faster -- 27 percent in April from a year earlier versus 20 percent for wireless.

Market Coup

The latest market revamp began after China Mobile, controlled by China Mobile Communications Corp., cut prices and enticed customers to drop their land lines, causing China Telecom and China Netcom to lose more than 14 million subscribers from July through April. China Mobile added 67 million wireless users in those 10 months, almost four times the 16.9 million signed up by China Unicom.

Regulators ordered Beijing-based China Telecom and its state-owned parent to buy the smaller of China Unicom's two mobile units and a satellite phone provider. China Unicom would at the same time acquire Beijing-based China Netcom.

The surviving companies will face ``challenges with integration'' lasting as long as two years, said Kelvin Ho, an analyst at Nomura International Ltd. in Hong Kong, who recommends buying China Mobile and holding Telecom, Unicom and Netcom. ``Getting the assets doesn't automatically make them more competitive.''

Fortify Wireless

China Mobile can also use the reorganization time to fortify its wireless position and build a network to offer high-speed Web access. The government plan calls for the company to buy China TieTong Telecommunications Corp., the nation's third and smallest fixed-line carrier, bringing with it a license to sell Web services -- a market now dominated by China Telecom and China Netcom.

China Mobile has resources the other companies lack. It had $11.4 billion in cash at the end of 2007, more than double the combined holdings of its competitors, and generated $24.5 billion of cash flow from operations, to their $20.4 billion.

The only way to create a rival to challenge China Mobile is by merging Telecom, Unicom, and Netcom into a ``Super Telecom,'' said Francis Cheung, an analyst with CLSA in Hong Kong, who recommends buying China Mobile and Unicom, and selling Telecom and Netcom. The restructuring is ``a flawed plan.''

One concern for China Mobile has been limits the government may place on its future growth. China's telecom ministry said on May 24 it plans to adopt regulations without giving details or timing. Wang Lijian, Beijing-based spokesman for the Ministry of Industry and Information, declined to comment.

Government Limits

The limits may put a ceiling on China Mobile's market share, according to Ho. A ``harsher'' policy that limits China Mobile's profits or redistributes its earnings to rivals is unlikely, he said.

While China Telecom, Unicom and Netcom all rose when the restructuring plan was reported, they have each fallen 15 percent or more since shares resumed trading on June 3. China Mobile, after an initial drop, has fallen 7.7 percent.

The declines make China Mobile ``more attractive,'' said Nicholas Yeo, a Hong Kong-based fund manager at Aberdeen Asset Management, which oversees $48 billion. ``China Mobile is likely to remain ahead of competition given the strong brand name and operation that it has established,'' he said.

China Mobile spokeswoman Rainie Lei, China Telecom spokesman Jacky Yung, and China Unicom spokeswoman Sophia Tso, all based in Hong Kong, declined to comment on the restructuring. China Netcom spokeswoman Qin Shaojuan, based in Beijing, declined to comment.  

Talks to bring Apple Inc's (AAPL.O: Quote, Profile, Research, Stock Buzz) iPhone to mainland China have cleared their biggest hurdle and are now focusing on practical issues, the country's top mobile operator China Mobile Ltd (0941.HK: Quote, Profile, Research, Stock Buzz) said on Friday.

But there is no timetable for when China Mobile would bring the iPhone to mainland China, a spokeswoman said. "Apple is no longer insisting on a revenue-sharing policy, so the biggest hurdle for China Mobile to bring in the iPhone has been cleared, but there are practical issues still to be resolved," said China Mobile spokeswoman Rainie Lei.

Apple has decided to stop requiring that wireless network companies pay it part of the subscription fees they get from iPhone users. Instead, they will subsidize the devices up front to make them cheaper.

Apple, which unveiled a next-generation iPhone with faster Internet access earlier this month, does not have a deal to sell iPhones in China, the world's biggest cell phone market.

Apple Chief Executive Steve Jobs has said the company hoped to roll out the iPhone later this year in China and Russia.



http://www.reuters.com/article/ousiv/idUSSHA22939320080627  

Ministry of Industry and Information Technology of the People's Republic of China will lead an impetus on the development of TD-SCDMA technology. Therefore, China Mobile is expected to strengthen the development of TD-SCDMA. Although the telecom sector restructure in China may increase the competitiveness among the operators or create slanted policies, the mainland government will support the development of 3G business of China Mobile. In fact, China Mobile share price has fallen to a very attractive level and may bottom out. Its valuation is attractive based on forward P/E of 15x.

Target at $112, stop loss at $98.  

$130.0 BUY

Net adds for June increased 37% yoy to 7.55mn.

China Mobile’s net adds in June increased 37% yoy to 7.55mn, representing 87.4% of the country’s mobile net adds. For 1H08, net adds reached 45% yoy to 45.25mn.

We consider China Mobile’s June net adds as strong and believe the company could maintain its dominant position in PRC mobile industry for at least another year with its strong brand name and extensive mobile network before potential competitors China Unicom (762) and China Telecom (728) have gained meaningful market share.

Share price of China Mobile has dropped 18% since the announcement of “Deepening the Reform of the Structure of the Telecommunications Sector” in late May that suggested potential launch of asymmetric policies against China Mobile to achieve a competitive environment for PRC telecom industry. Recent news flow suggested that relevant authorities have now turned their focus on supporting development of TD-SCDMA network (likely to be operated by China Mobile), which implies asymmetric policies unfavorable to China Mobile will unlikely be launched before TD network has become a success.

China Mobile will release interim results in mid-August. We expect the company to post strong earnings growth in the region of 30-35% driven by record-high net adds and robust growth in valued-added business, partially offset by slight drop in tariffs. Potential strong results could serve as near-term price catalysts, in our view.

Trading at 16.2x 2008 PER with consensus EPS growth of 32%, China Mobile is undervalued, in our view. We believe the stock has bottomed out at $100 level. Reiterate BUY with unchanged target price of $130, representing 19.8x 2008 PER.  

Die 100 HK$ haben gehalten;
vieleicht helfen uns nun die Olympischen Spiele ein wenig über die Runden;
nach diesem Kursverfall.

Selbst skunk.works hat es dem anschein nach momentan die Sprache verschlagen,
mir im übrigen auch.

Wie seht Ihr die nächsten Wochen, wird zumindest die 100 HK$ Grenze halten??


Isoponda  

China Mobile fällt nach Kursziel-Senkung durch Citigroup

Hongkong 12.08.08 (www.emfis.com) Die Aktie des größten Mobilfunkanbieters China Mobile  Ltd taucht im Vormittagshandel um 2,4 Prozent auf 96,65 HKD ab.
Zuvor hatte die Citigroup ihr Kursziel von bisher 150 HKD auf jetzt 120 HKD reduziert. Das „ buy „ Rating wurde aber aufrecht erhalten.
Citigroup hat erhebliche Bedenken hinsichtlich der rechtlichen Risiken und eines zunehmenden Wettbewerbs des chinesischen Mobilfunkmarktes geltend gemacht.

Stock Code:  00941




Quelle: EMFIS.COM, Autor: (il)  

China Mobile freut sich über regen Geschäftsbetrieb durch Olympia
Montag, 11.08.2008 16:49
BEIJING - Chinas führender Mobilfunker China Mobile Limited (NYSE: CHL, WKN: 909622) gehört offenbar zu den ersten Nutznießern der Olympischen Spiele in Beijing. Schon am ersten Tag verzeichnete die China Mobile Musikplattform 12530.com einen Besucheransturm.


Gefragt war insbesondere der Musik-Titel „You and Me“, der zur Eröffnung der Olympischen Spiele vorgetragen wurde. Wie das Internet-Portal Sina berichtet, wurde der Song binnen eines Tages 5,73 Mio. Mal über die Musikplattform 12530.com geladen, so ein China Mobile-Sprecher.

Insgesamt wurden über das neue China Mobile TD-SCDMA Netz über 800 Videoanrufe abgewickelt, wobei sich insgesamt 7.000 Nutzer in dem Mobilfunknetz der nächsten Generation tummelten. Das neu eingerichtete Mobilfunknetz erreichte eine Stunde vor der Eröffnung der Spiele Spitzenlasten mit 110.065 Anrufern pro Stunde.

Daneben wurde heute eine Kooperation zwischen China Mobile und der Beijing Jiaotong University bekannt. Beide Unternehmen wollen bei der Ausbildung von Studenten künftig näher zusammenarbeiten, wie es heißt. (ami)
© IT-Times 2008. Alle Rechte vorbehalten.

http://www.it-times.de/news/nachricht/datum////...rieb-durch-olympia/  

Die 100 HK$ haben nicht gehalten!!

Ist der Grund hierfür rein technisch oder durch die Kurszielsenkung der Citygroup zu begünden.
Die Nachrichtenlage ist durch Olympia eher positiv, wer die Eröffnungfeier gesehen hat konnte dabei auch sehen das die Olympiateilnehmer sehr oft mit einem Handy gefilmt oder Fotos geschossen haben, die mit sicherheit auch weiterverschickt worden sind.

Wenn wir uns monentan in einer Bullenfalle befinden, wie einige Analysten glauben, kann es in einigen tagen noch richtig BITTER bergab gehen.

Oder gibt es noch andere Gründe für diesen Kurssturz??

Isoponda  

Verkaufsempfehlung durch Goldmann Sachs am18.08.08 

und Gewinnwarnung für Q2 erwartet. 

Habe über 8 eur noch die Reissleine gezogen.

Meine persönliche Empfehlung an alle CTMs:

STRONG SELL! 

  

 

 

hier geht es jetzt erst mal nach unten...

APRU – Rate zeigt weiter nach unten. Lag diese im vergangenen Jahr noch über 90 Yuan, 

rutschte sie auf Sicht der ersten sechs Monate auf durchschnittlich 84 Yuan nach unten!

Dieser Erkenntnis macht sich nun an der Börse breit.

Voting: SELL! 

 

 

 

 

Gleich, was die Regierung an Veränderungen verordnen wird, China Mobile hat seine Kosten im Griff, und das ist die Hauptsache. Damit wird auch künftig Gewinnwachstum generiert werden.
Das Kosten-Umsatz-Verhältnis verbesserte sich im 1. Halbj. um 3,5 Prozentpunkte, die durchschnittlichen Verbindungskosten pro Minute reduzierten sich um 20,1 % und die monatlichen Kosten pro Nutzer um 9,9%  

mit 7,34 neues 52w tief erreicht...

das sieht nicht so gut aus...

votum: verkaufen! 

die sind bald für 4 eur zu haben.

(meine persönliche einschätzung) 

sl 

 

 

Ratings - von heute 10:07

Deutsche Bank senkt Kursziel für China Mobile

12.09.08 (www.emfis.com) Die Analysten der Deutschen Bank haben ihr Kursziel für die Aktie der China Mobile  von 130,10 HKD auf 103,50 HKD gesenkt.

Die Aktie der China Mobile  kann heute um ein Prozent auf 76,40 HKD zulegen.

Stock-Code: 00941




Quelle: EMFIS.COM, Autor: (cs  

New Regulation Bad News For China Mobile -

Citi  China's new regulation requiring mandatory sharing of telecom infrastructure is bad news for China Mobile (0941.HK), but it could be worse, Citigroup says.

Says competition will be able to roll out network much cheaper and faster; adds, world-class coverage/network quality was one of CM's biggest advantages.

Notes, however, some positives from CM being allowed to charge on cost-plus base, new tower investment to be shared among three operators.

Says China Telecom (0728.HK) to benefit, but CT parentco to receive direct capex savings, while CT listco only benefiting indirectly from faster network rollout.

Rates China Mobile at Buy, target HK$100' China Telecom at Hold, target at HK$4.40