Ich bin hier drin WKN 909622 China Mobile

MS Ups China Mobile To Overweight Vs Equalweight

Morgan Stanley upgrades China Mobile to Overweight from Equalweight to reflect stock's attractive valuation at 10X 2009E P/E (8X P/E after removing US$32 billion cash from its books, marking 20% discount to Asia wireless sector average).

Notes company confirmed parent may buy more shares if stock price drops below "the company's value;" adds, capex has already peaked despite company's continued focus on rural expansion.

Tips management's share buyback plan will be clear confidence boost, and comment about capex having peaked suggests limited upside risk on capex and upside to free cash flow in next two to three years.

Keeps stock target at HK$80.00.

CHINA MOBILE 64.30 -2.200 -3.308 1,200.41M  

NAS +1,1% Do +0,4% s&p -0,2%  

00941 CHINA MOBILE 68.400 2.900 4.43% 1,243,303 19,155  

Sonntag L+S = 7,32e    = 71,56h$       = 9,22$   (+9%)

Freitag NY    = 35,68e   =348,31h$       = 44,94$ (+12%)

Freitag HK    = 6,91e     = 67,5h$          = 8,71$

Freitag FRA   = 6,67e     = 65,11h$        = 8,4$


       CHL     44.90      4.80   0941.HK     67.50      2.00     43.54    -3.02%§1 to 5  

Realität zur arbitrage rechnerei gestern:

00941   CHINA MOBILE   66.00   -1.500   -2.222   812.26M  

 

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 - 3532120

Medium Term Indicators
  40 Day Commodity Channel Index Buy
  50 Day Moving Average vs Price Buy
  20 - 100 Day MACD Oscillator Sell
  50 Day Parabolic Time/Price Buy

Medium Term Indicators Average:  50% - Buy
50-Day Average Volume - 3951002

Long Term Indicators
  60 Day Commodity Channel Index Buy
  100 Day Moving Average vs Price Buy
  50 - 100 Day MACD Oscillator Sell

Long Term Indicators Average:  33% - Buy
100-Day Average Volume - 3590976

Overall Average:  64% - Buy

Price Support Pivot Point Resistance
51.70 50.47 51.67 52.87  

siehe MACD Tendenzen
RSI verstärkung  

 

   

			HK Price				Discount to HK	Ratio for one US share to HK Shares
US Symbol	US Price	US Change	HK Symbol	HK Price	HK Change	equivalent US Price
CHU	12.29	0.16	0762.HK	10.08	0.39	13	+5.77%	1 to 10
CHL	51.70	0.05	0941.HK	81.75	0.75	52.74	+2.01%	1 to 5

 

Bim Bom:   81h$ = +/-0% bei 15,94M Vol day hi 82,35  lo 80,4  

3G spending to hit 280b yuan in next 2 years


China's 3G technology is displayed at an international telecom technology expo in Beijing, Oct 25, 2008. China's three telecom operators are expected to pour 280 billion yuan ($40.96 billion) into third generation (3G) mobile phone network infrastructure projects in the next two years. [Asianewsphoto]
China's three telecom operators are expected to pour 280 billion yuan ($40.96 billion) into third generation (3G) mobile phone network infrastructure projects in the next two years, the country's top telecom regulator said on Friday.

The country's telecom business volume and revenue is expected to increase 15 percent and 6 percent respectively next year, Li Yizhong, minister of Industry and Information Technology said at a national work conference on Dec 19.
At least 200 billion yuan will be spent on 3G-related projects in the next year alone, Li said last week.

The government will issue the long-awaited 3G license by the end of this year or early next year, Li said at a press conference last week.

Under the plan, China's biggest mobile phone carrier China Mobile will get a license for TD-SCDMA, a 3G system based on homegrown technology.

China Unicom, the smaller operator, will operate a WCDMA network, while China Telecom, until now a fixed-line telecoms operator, will get a license for CDMA 2000 technology.  

hina Wednesday officially awarded the long-awaited licenses for third generation (3G) mobile networks to three telephone operators, paving the way for investments of around 280 billion yuan in network upgradation and expansion over the next two years.

China Mobile got a license to deploy 3G networks based on TD-SCDMA, a home-grown 3G standard. Smaller rivals China Unicom and China Telecom were granted licenses for WCDMA and CDMA2000 respectively.

The Chinese government expects the new telecom investments after the 3G licensing to help stimulate the country's slowing economy.

Li Yizhong, minister of industry and information technology, said at an earlier industry conference in December that China would spend 280 billion yuan on 3G networks in 2008 and 2009.

@xfma

Related readings:
Unraveling the telecom puzzle
3G is here, finally
China's telecoms sector gets 3G licenses
China Mobile falls after 3G licence issue
Chen Jinqiao, deputy chief engineer from China Academy of Telecommunication Research under MIIT (Ministry of Industry and Information Technology), estimated the 3G network construction to attract investments of 1.8 to 2 trillion yuan from related sectors.

Enabling faster data transmission, 3G networks allow cell phone users to make video calls and watch TV programs.

However, 3G licensing in the country has long been postponed due to the government's support of TD-SCDMA, which was believed less mature than its foreign rivals WCDMA and CDMA2000.

Last year, China Mobile launched construction in China's major cities of the pre-commercial TD-SCDMA network, which provided 3G services during the Beijing Olympic Games.

China International Capital Corporation Limited, a Chinese investment bank, said in a report that China Mobile may invest 25 billion yuan into TD-SCDMA in 2009, while China Telecom and China Unicom would invest 50 billion and 60 billion yuan into CDMA2000 and WCDMA respectively.

It estimated subsidies for 3G mobile phones to be around 38 billion yuan.

According to an online survey by Sina.com, China's largest portal website, 65 percent of the nearly 158,000 respondents will try 3G service as long as it is available.

But only about 47 percent said they would adopt China Mobile's 3G services, compared with 31 percent and 22 percent of users who choose China Unicom and China Telecom instead.

Analysys International, a domestic research firm, said 3G business would not see an explosive growth in China in 2009, as telecom carriers need time for network construction and upgrades.

The investments in 3G networks are expected to benefit domestic telecom equipment makers like Huawei Technologies and ZTE Corp as well as foreign firms like Ericsson, Alcatel-Lucent and Nokia Siemens Networks.

But foreign telecom equipment makers' total share in China's 3G market may amount to less than 50 percent, down from their dominating posit  

Ich bitte um Eure Meinung zu China Mobile...  

China Mobile, together with two local operators, have acquired wireless broadband licences in Hong Kong for a combined HK$1.54 billion ($198 million), the city's telecom regulator said on Jan 22.

China Mobile, the world's largest mobile operator by subscribers, won the license for HK$494.7 million ($63.3 million). The local operators are CSL New World Mobility and Genius Brand, which is a joint venture of a joint venture of PCCW and Hutchison Telephone Company.

Hong Kong now has 17 mobile operators, which are more willing to introduce new technology given the fierce competition. China Mobile hasn’t said what services it will offer under the licence, but analysts say the mobile operator could use the frequency band to deploy its TD-SCDMA service in Hong Kong.

China Mobile, China Telecom and China Unicom recently won the approval to launch 3G services on the mainland. Industry insiders said the three operators will only need to pay a nominal fee for using the frequency bands, rather than a substantial license fee as in other countries.  

-- Turnover reached RMB 412.3 billion, up by 15.5%

-- EBITDA of RMB 216.5 billion, up by 11.6%

-- Profit attributable to shareholders of RMB 112.8 billion, up by 29.6%

-- Total subscribers exceeded 457 million, up by 23.8%

-- Proposed final dividend of HK$1.404 per share, including interim dividend of HK$1.339
per share paid, total dividend for 2008 amounting to HK$2.743 per share, representing
a dividend payout ratio of 43%

The Group enjoyed continued growth in its subscriber base, value-added business and voice usage volume, which in turn became the driving force for operating revenue growth. The net increase in new subscribers per month was over 7.3 million, taking total subscriber number to 457 million. Value-added business grew strongly, continuing to increase its contribution to total revenue. The gradual changes to the tariff structure drove the increase in voice usage volume, which contributed to the steady growth of operating revenue. As at 31 December 2008, the Group's total voice usage volume was 2,441.31 billion minutes and the average minutes of usage per user per month (MOU) was 492 minutes. Average revenue per user per month (ARPU) was RMB 83.

China Mobile determines and commits to hold in the highest regard the interests of its shareholders and the returns achieved for them, especially the minority shareholders. In the view of the Company's favorable operating results of 2008 and having taken into consideration its long-term future development, the Board recommends payment of a final dividend of HK$1.404 per share for the financial year ended 31 December 2008 in accordance with the dividend payout planned for the full year of 2008. This, together with the interim dividend of HK$1.339 per share that were paid in 2008, amounts to an aggregate dividend payment of HK$2.743 per share for the full financial year of 2008. Dividend payout ratio for the year 2008 was 43 per cent..  

00941.HK CHINA MOBILE 65.550 +2.450 +3.883%  

Chinese telecommunications operator China Mobile has announced plans to invest CNY20 million in Guangxi in the next three years to realize TD-SCDMA network coverage in all prefecture-level cities in the region.

China Mobile revealed that its investment in 2009 will be over CNY5 billion.

Under the cooperative framework agreement signed by China Mobile and the government of the Guangxi Autonomous Region, China Mobile will fully support Guangxi's construction of information technology as well as the development of its information industry. During the next three years, China Mobile will promote its cooperative partners' building of manufacturing bases and research centers in Guangxi to create 100,000 jobs for the region and to stimulate annual market demands of CNY4 billion. In return, the Guangxi government said it will support China Mobile's strategic transition and business development.

The two parties will also implement in-depth cooperation on TD-SCDMA construction and application, e-government project, and information construction in rural areas.

Prior to this, China Mobile signed similar agreements with Henan, Jiangsu, Sichuan, and Hubei.

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Vielleicht schaffen wir es mal jetzt dauerhaft über die 7,50 E. Schön wärs ja.

 

hallo zusammen, ich hatte bei comdirect mal gelesen das china mobile am 3.6 die dividende ausschüttet, allerdings is da nix gekommen. weiß jemand wann die dividende gezahlt wird???  

 

China Mobile ist vor allen durch seine ich sage einmal für den Konzern "positive" Vernetzung mit der Regierung sehr gut aufgestellt! Dazu kommt natürlich auch dass noch riesige Potenzial an noch nicht am "Mobilen-Leben" teilnehmenden Chinesen.

Hierbei muss natürlich auch wieder die Staatskontrolle der chineschischen Regierung in den Fokus genommen werden.

Ob dies positiv oder negativ ist muss jeder für sich selber endscheiden! Rein markttechnisch betrachtet sollte es allerdings ehr positiv sein. Mit einer demokratischen Betrachtungsweise wohl ehr negativ.

 

Hot or not?  tr.im/s6qT

 

Was ist eigentlich los mit China Mobile? Seit Wochen geht es rauf und runter wobei die Aktie nicht wirklich große Sprünge macht.Es pendelt zwischen 7,50 und 6,50 ! Auf was wartet der Markt ,damit es hier wieder vorwärts geht? Die Beteiligung an  Far EasTone ? Noch mehr Kunden? Die Kursgewinne der letzten Wochen sind hier leider nicht angekommen. 

 

Was sagt ihr dazu?

 

So, auch hier ein wenig investiert, ich hoffe mal, die nächsten Tage wird sich der Kurs erholen, charttechnisch steht ja wieder ein Sprung nach oben an und der größte Mobilanbieter Chinas wird wohl früher oder später mal noch viel weiter nach oben klettern...davon bin ich einfach mal überzeugt, was meint ihr?  

werd ich hier einsteigen...  
Gruß dddidi

oh, oh ...