Ich bin hier drin WKN 909622 China Mobile

941 CHINA MOBILE 132.3 2.4 +1.85 2,507,711 18,992  

China Mobile cut to 'hold' from 'buy' on rich valuation - Deutsche Bank


Deutsche Bank has cut its recommendation on China Mobile Ltd to ""hold"" from ""buy"", saying the stock is trading ""ahead of fundamental valuation.""

""After the recent, precipitous share price ramp up, we're cautious that many of the positives are already priced-in,"" said Deutsche Bank analyst Matt Adams.

The outlook for China Mobile ""remains positive but we see valuation ahead of itself,"" he said, citing the carrier's increasing client base as a supporting factor for the positive outlook.

Deutsche Bank has a price target of 106 Hong Kong dollars for China Mobile, up from the previous target of 94 dollars.

The stock was last down 40 cents or 0.3 percent at 128.20 dollars  

941 CHINA MOBILE 132 +2.3 +1.77% 2,069,571 15,654

China Mobile target price raised to 150 hkd - Morgan Stanley

Morgan Stanley has raised its target price on China Mobile to 150 hkd from 122, citing expectations of higher usage minutes and increased mobile penetration growth in the next 2-3 years for the mainland telecom operator.

The brokerage also raised the earnings per share (EPS) forecasts for the company for the years 2007, 2008 and 2009 by 2-12 pct to 4.57 hkd, 5.61 hkd and 6.71 hkd respectively.

It noted that robust growth in wireless data has caused a sustained uptick in the company's average revenue per user (ARPU).

""Tier 2-3 provinces such as Chongqing provide sustainable support for growth in penetration rates in the next 12-24 months,"" it said, adding that the higher portion of Calling Party Pays (CPP) plans available could stimulate further usage growth for China Mobile, particularly amongst price -sensitive user in tier 2-3 provinces.

""We continue to be bullish on China Mobile and view the stock as our top pick in China's telecom sector,"" Morgan Stanley added.

At 11.50 am, China Mobile was up 2.3 hkd or 1.77 pct at 132.0 hkd.  

?? Alle raten China mobile hoch nur die Deutsche Bank senkt das Rating, ich denke hier geht es weiter nach oben solange in China keine Blase platzt.

Aktuell ca. 7h   +1,8% in China.
 

..die Deutsche Bank weiss immer mehr:
Deshalb investiert sie mit Eurem Geld seit Jahren direkt in China, verweist aber bei Anfragen Aktien in Vietnam als Privatier über sie zu handeln darauf, dass der Handel.."extrem gefährlich und zeitens unwirtschaftlich..sprich für Einzelne nicht geeignet sei.."

sorry musste 'mal raus

viel Glück  bei CM..bis nach der Olympiade, dann neubewerten  

China Mobile Target Raised To HK$178 By UBS

UBS raises China Mobile (0941.HK) target price to HK$178 from HK$128 to reflect company's value-added services as important growth driver. Says VAS contributed 25% of company's total revenue in 1H. Forecasts operations to drive more than half of incremental revenue growth from 2011, with its revenue contribution to rise to 45% in 2017. Keeps Buy rating on stock; believes China Mobile will continue to benefit from QDII inflows. Says A share IPO may be delayed to 1H08, "but this is just a matter of timing." Stock now +2.4% at HK$136.8.  

China Mobile target price raised to 178 hkd, kept a 'buy' - UBS Investment


UBS Investment Research said it has increased its target price for China Mobile, the nation's largest wireless carrier, to 178 Hong Kong dollars from 128 dollars as it expects value-added services to contribute more significantly to the company's revenue.

The research house maintained its ""buy"" rating on the stock.

At midday, China Mobile was up 4.40 dollars or 3.3 percent at 138 dollars.

Value-added services include short messaging service (SMS), voice value-added services such as call forwarding, caller identification and voice mail, and non-SMS data services like ring tones and multimedia messaging.

""Impressed by the company's strategic planning and execution on the value-added services businesses, we believe value-added services growth will add another dimension to China Mobile's growth profile as well as valuation,"" said UBS analysts Jinjin Wang and Wenlin Li.

Value-added services, which accounted for 25 percent of China Mobile's total revenue in the first half of 2007, are expected to drive more than half of incremental revenue growth in 2011 and make up 45 percent of the company's revenues in 2017.

China Mobile's value-added services revenue grew at an average 48 percent in the last three years compared with voice revenue growth of 20 percent .

UBS analysts also said a delay in 3G licensing will not impact China Mobile's value-added services because its non-voice business does not really require 3G, or third-generation mobile phone standards and technology. 3G allows network operators to offer users a wider range of more advanced services in voice and data.

Also, a delay in the restructuring of China's telecom industry will not have any effect on China Mobile as its position as market leader will not be impacted one way or another, they said.

Other key catalysts for the China Mobile shares include continuing inflow from the mainland through the qualified domestic institutional investor (QDII) channel, which would mean more funds being invested in Hong Kong-listed shares, and China Mobile's much-anticipated A-share listing in 2008, the UBS analysts said.  

bin jetzt seit 3 Jahren dabei, "Hunger" ist jetzt gesättigt, jetzt beginnt die Gier! Da ich mit Gier aber bereits im Bärenmarkt 2000-2003 auf die Schnauze gefallen bin, sollte ich vielleicht mal die Vernunft siegen lassen. Auf der anderen Seite, ein Plus von 6 % heute entspricht einem Plus von fast 30% auf meinen Einstiegspreis. Das erinnert mich definitiv langsam an NM-Zeiten. Was tun sprach Zeus? Ein Luxusproblem, zugegeben....

Gruß, weitweg
__________________________________________________

I have bad and good news for you, the bad one is: time flies! The good one is: you are the pilot!  

China Mobile Feeling the Heat




China Mobile (NYSE: CHL) has had a torrid ascent so far this year, with its shares up nearly 100%. Yet amid a flurry of recent updates by Wall Street analysts, Deutsche Bank (NYSE: DB) is thus far the only one to wilt under the heat, citing valuation concerns in cutting its recommendation from buy to hold.

Blistering pace
China Mobile's competitors have been feeling their own sort of heat from the company's blistering pace of user and share growth. So far this year, it's captured more than 5 million new users per month. Even better, it signed up nearly 80% of all new mobile users in China, better even than its own estimate of 67.5% market share back in December 2006. That leaves China Unicom (NYSE: CHU), its only real mobile competitor, with a very tepid gain of just more than 20% of new mobile users, against its roughly one-third share at the beginning of the year.

In a hot developing-market category like mobile phones, incremental share gain is a strong indicator of competitive moat-building. As in any land grab, the first to stake out new territory is often the one to most enjoys its fruits. China's mobile market started the year with 66% prepaid users, who tend to be budget-conscious customers who don't use their phones often. Through August, 79% of all new users were prepaid ones, the result of further penetration. China Mobile, starting the year with an 81% share of existing prepaid users, hot-footed to a 91% share of new prepaid users by August. China Unicom, meanwhile, starting with 57% of existing contract users, had captured 75% of new contract users year to date by August. China Unicom is effectively being marginalized in the dominant and fastest-growing prepaid user segment by China Mobile's near-monopolistic land grab.

Since the Chinese government imposes controls that discourage price wars, China Unicom apparently resorted to giving a free crate of beer to new subscribers. China Mobile, not to be outdone, promptly upped the ante to two crates. In other areas, they've been dishing out towels, umbrellas, cooking oil, and woks.

Among fixed-line providers, market leader China Telecom (NYSE: CHA) gained about a million subscribers in the first half of 2007, while China Netcom (NYSE: CN) lost subscribers. Both are getting singed by the fiery exchange between China Mobile and China Unicom while the fixed-line forms await a government overhaul of the country's telecommunications setup and the issue of 3G licenses. A recent announcement by China's National Audit Office of its plans to audit the telecom companies fanned the flames of restructuring speculation, fueling expectations of mergers between the mobile and fixed-line companies.

Hong Kong ahoy
The other factor pumping hot air into this and other Hong Kong-listed H shares is the recent decision by China's currency regulator allowing mainland nationals to buy foreign-currency shares in Hong Kong. Naturally, speculators will try to bid up those shares in anticipation of a bonanza. Even then, several analysts quoted in Barron's think that Hong Kong-listed H shares are trading at a significant discount to their mainland A-share equivalents. Of course, that might be just a creative way of justifying those high A-share prices.

Despite the searing growth in China's mobile user numbers, the market remains quite underpenetrated, enabling a high yield on aggressive category-development strategies. China Mobile's dominant share of existing users, coupled with an even more dominant share of new ones, bodes well for the defensive width and depth of its moat.

Naturally, forecasting such blistering performance is not easy -- let alone trying to put a value on it. By definition, such fast-moving emerging-market stocks will continue to be subject to wild swings, and their valuations will often be speculative.

If you want to win long-term in such a pressure cooker situation, you have to stay cool.  

ABN Starts China Mobile At Buy; Targets HK$200

ABN Amro starts China Mobile (0941.HK) at Buy with target of HK$200.00. "Our top pick among the Chinese telcos is China Mobile on its rare combination of visible and reliable growth, driven by favorable secular and regulatory trends over the next several years." Says mobile calling party pays have accelerated the decline of fixed-line revenues. Industry restructuring likely pushed to 2H08-2009. Stock +2.3% at HK$144.80.  

RIM Inks Deal with China Mobile for Blackberry Mobile Email Service


Research In Motion (RIM), has revealed its collaboration with China Mobile to offer its BlackBerry (News - Alert) mobile e-mail service to China's mainland.

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Blackberry Mobile e-mail service offers users the ability to roam wherever they wish and still access their corporate e-mails via the device.

Currently, approximately 300 wireless networks in more than 120 countries are supporting BlackBerry mobile email service. In Asia, it has been widely accepted by users in Japan, South Korea, India, and Taiwan.

China Mobile (News - Alert) feels that the BlackBerry service can be a major threat to Redberry, the similar mobile email service launched by China Unicom.

"Price will be the decisive factor for BlackBerry to win the market in China. What is more, it has to be more localized and customized in this country as most of Chinese businessmen are still not used to the BlackBerry style," says an industry analyst from BDA.  

Ich denke, sollte man trotzdem aufpassen, denn momentan haben wir ein zyklus, und zwar wo bestimmte Aktien mehr chancen als die anderen haben.

 Natürlich da wir vor eine kurse-Rallye stehen, kann es auch sein, dass vor allem die chinesen Aktien gut reagieren, was mich betrifft, warte ich noch bis morgen.

 

 

Daiwa keeps China Mobile (0941.HK) at Buy with target of HK$166.20;

says, "China Mobile remains our top pick in the sector."

CM's 3Q results due Oct. 22;

expects CM's 3Q net profit up 30% on-year at CNY20.7 billion, due to robust subscriber net addition and fairly stable EBITDA margin.

Adds, expecting value-added service growth momentum to improve over the next few years to account for 34% of blended ARPU by 2012, from 25% now.

Stock off 0.2% at HK$143.00.  

HK Schluss heute morgen
HK CMobile h$ 147.9 = + 4.6 h$ = + 3.21%  13,45013

US Schluss gestern
US CHL US$ 91.95 = + 1.95 $ = + 2.17%    6,4828886

Handel in den US ratio 1:5 : heisst der Kurs steht bei ca 95,385 (+5.9%..), heisst der Kurs wird (ausser bei "wichtigen" news in den US heute steigen.....;-)
 

CM derzeitiger ask in NY 95,82 !!!!!!!!!!!!

PREVIEW-China Mobile, Unicom Q3 net profit seen up a third
Wed Oct 17, 2007 10:09 AM BST146

* What: Chinese telecoms operators' Q3 results

* When: China Mobile Oct. 22, China Netcom Oct. 22; China Telecom Oct. 22; China Unicom Oct. 26

* China Mobile Q3 net seen up over 32 percent on strong subscriber growth; margins in focus

By Sophie Taylor and Vinicy Chan

SHANGHAI/HONG KONG, Oct 17 (Reuters) - The world's largest wireless carrier, China Mobile Ltd (0941.HK: Quote, Profile , Research), and smaller rival Unicom Ltd (0726.HK: Quote, Profile , Research) are expected to report quarterly net profits have risen by around a third as they sign up growing numbers of rural customers.

But as subscriber growth in China's big cities slows, intense competition in the battle to go after less-affluent customers in smaller towns and the countryside is likely to chip away at margins.

And in the longer term, the prospects for both companies will depend on when country's homegrown third-generation (3G) technology takes off. The arrival of 3G -- which will offer faster Internet access and improved video streaming -- may open up new sources of revenue for operators.

The world's largest telecoms market is increasingly turning to mobile phones over fixed-line telephones, a fact that is likely to be reflected in more modest earnings for fixed-line operators China Telecom Corp (0728.HK: Quote, Profile , Research) and China Netcom Group Corp (Hong Kong) (0906.HK: Quote, Profile , Research).   Continued...

http://investing.reuters.co.uk/news/...T_0_CHINA-TELECOMS-PREVIEW.XML  

DJ MARKET TALK: China Mobile Dn 3.2% But Off Low; UOB Eyes HK$186

China Mobile (0941.HK) down 3.2% at HK$143.10 but off day's low of HK$140.10, and this ahead of 3Q results after market close; Credit Suisse tips net profit likely up 33% on-year at CNY21.21 billion, driven by strong monthly net add. Separately, UOB KayHian hikes CM target price to HK$186 from HK$107.80, keeps on Buy call. Likes CM's strong VAS growth, believes VAS revenue will contribute over 47% of revenue in 2016; also says recent comments from government officials indicated "the telecom industry restructuring and 3G licensing issue might not happen as early as what we had previously expected." Adds, likely A-share listing issue may also lift CM shares.  

China Mobile Jan-Sept net profit 59.88 bln yuan, up 29.8 pct yr-on-yr



China Mobile Ltd said its net profit for the nine months to September rose 29.8 pct to 59.88 bln yuan from the same period a year ago.

Operating revenue reached 258.47 bln yuan, up 21.5 pct year-on-year.

EBITDA (earnings before interest, taxes, depreciation and amortization) reached 139.29 bln yuan, up 14.90 pct from a year earlier, while the EBITDA margin was at 53.9 pct, against 57 during the corresponding period last year.

The company said growth in the number of its subscribers also maintained rapid momentum.

Net additional subscribers for the nine months to September totaled 48.43 mln, with the total subscriber base standing at 349.66 mln as of the end of the month.

In the third quarter to September, it added 17.28 mln new subscribers.  

HONG KONG/SHANGHAI, Oct 22 (Reuters) - China Mobile Ltd , the world's largest wireless carrier, posted a forecast-beating 38 percent surge in quarterly profit as it rode strong subscriber growth, but warned that per-user revenues will dwindle over time.

As subscriber growth in China's big cities slows, the battle between China Mobile and smaller rival China Unicom Ltd (0762.HK: Quote, Profile , Research) is moving to less-affluent customers in smaller towns and the countryside, where returns are slimmer.

China, the world's largest telecoms market, is also increasingly turning to mobile phones over fixed-line ones.

China Mobile (CHL.N: Quote, Profile , Research), which controls two-thirds of the country's wireless market, posted a profit of 21.97 billion yuan ($2.93 billion) for the third quarter ended Sept. 30, compared to 15.97 billion yuan a year earlier, according to Reuters' calculations off previously reported figures.

That result beat an average forecast for net profit of 21.09 billion yuan, according to six analysts polled by Reuters Estimates.

China Mobile's stock closed down 3.9 percent at HK$142.20 on Monday before the results were announced, tracking a 3.7 percent drop in the benchmark Hang Seng Index <.HSI>.

Its shares rose nearly 52 percent in the third quarter, outpacing Unicom's 20 percent jump and a 25 percent gain in Hong Kong's benchmark index, as investors ploughed into Chinese blue chip  

China Mobile nine-month net profit climbs 30%
Marketwatch -
 
China Mobile said Monday its net profit for the first nine months climbed 30% on the year owing to rapid subscriber growth and gains in value-added businesses.

China Mobile, the world's largest mobile-phone operator by market capitalization, said net profit in the nine months through September totaled 59.88 billion yuan ($7.97 billion), up from 46.13 billion yuan in the same period a year earlier.

The company made the announcement in a statement to the Hong Kong Stock Exchange after the close of trading Monday. Shares of China Mobile (CHL) ended 3.9% lower at HK$142.20 ($18.35) Monday, bringing the year-to-date gains to 120%.

The benchmark Hang Seng Index ended 3.7% lower at 28,373.63. See Asia Markets.

China Mobile said revenue for the nine-month period was 258.47 billion yuan, up 22% from 212.69 billion yuan in the year-earlier period.

China Mobile said it had 349.66 million subscribers as of Sept. 30, adding 17.28 million net subscribers from the preceding quarter. In September the company added 6.1 million subscribers. Subscriber growth has averaged a monthly 5.4 million the first three quarters.

In its statement, China Mobile noted subscriber growth, value-added businesses and higher voice usage for its gains. Average revenue per user on a monthly basis grew to 89 yuan, up from 88 yuan at the end of June.

The company also noted that margins narrowed, with Ebitda slipping to 53.9% in the first nine months compared to 57% a year earlier.
 

 

China Mobile target, 2008 EPS raised on strong subscriber growth - Lehman


Lehman Brothers said Wednesday it has raised its price target and 2008 earnings per share forecast for China Mobile Ltd after Asia's largest cellphone company announced strong subscriber growth in the first nine months.

Lehman is raising its price target to 180 Hong Kong dollars from 136 dollars but is keeping its ""overweight"" call on the stock.

China Mobile reported Monday that its net profit grew 29.8 percent in the nine months to 59.88 billion yuan. It added a record 6.10 million new subscribers in September, boosting its subscriber base to 349.66 million, the company said.

Lehman is expecting the carrier to sign up 66 million new users this year and add another 73.1 million next year.

Lehman has raised its 2008 earnings per share estimate to 5.80 yuan from 5.54 yuan. It is forecasting that China Mobile's earnings will grow at a compound annual rate of 27.3 percent over the next three years.

""We believe that wireless value-added services will represent a larger percentage of revenue"" in the future, said Lehman analyst Paul Wuh.

Wireless value-added services, which include short message services, are expected to account for 36 percent of China Mobile's average revenue per user (ARPU) in 2018, up from 25 percent this year, he said.

China Mobile's ARPU for next year is expected to be 90 yuan, Wuh said.

Rising subscription will be supported by China's growing economy, said Wuh, who expects the mainland's per capita gross domestic product to increase to 6,300 US dollars in 2018 from 2,200 this year.

""Hence, we also expect China Mobile's total ARPU to increase. We are now modelling ARPU to increase from 90 yuan to up to 95 yuan by 2018, an increase of 5.5 percent.

China Mobile gained 1.3 percent to 151.70 Hong Kong dollars at the close of the morning session after surging to a fresh record of 153.50.  

...mal ob der Trend weiter nach oben geht..Schaut auf jedenfall gut aus.  

..einer der weniden Blue Chips heute morgen ..im Grünen..=151,6h$  

HK-listed China Mobile target upgraded to 188.5 hkdDaiwa Institute of Research Ltd said it is raising its target price on China Mobile Ltd to 188.5 hkd from 166.2 after the firm's better-than-expected third quarter results.

The telecom giant reported on Monday that its net profit for the first nine months to September rose 29.8 pct year-on-year to 59.88 bln yuan, as operating revenue grew 21.5 pct to 258.47 bln yuan on the back of strong subscriber growth.

Third quarter revenue came in at 91.9 bln yuan, up 21 pct year-on-year; while net profit came in at 21.97 bln yuan, up 38 pct year-on-year and 12.6 pct above the company's own forecast.

Daiwa said China Mobile's third quarter results were better than it expected, and it has accordingly revised up its earnings forecasts by 4-5 pct for 2007-2009 and raised the target price to 188.5 hkd.

""China Mobile is rare among Asian telecom plays, with annual EPS growth and an ROE of over 20 pct for 2007, on our forecasts,"" Daiwa said.

It added that potential restructuring delays, an A-shares listing, and interest-rate hikes in China are the likely major catalysts for China Mobile's share price over the next six months.

At 12.15 pm, China Mobile was up 1.9 hkd or 1.27 pct at 151.9.  

China Mobile to conduct tender for TD-SCDMA handsets at end-Nov - report

China Mobile Communications Corp, parent of Hong Kong-listed China Mobile Ltd, is expected to conduct a tender at the end of November for handsets configured for China's homegrown TD-SCDMA mobile standard, the official Shanghai Securities News reported, citing sources close to the matter.

The report said the handsets represent equipment to be deployed in a second round of TD-SCDMA network trials.

The report did not give further details on the tender, but added that domestic mobile phone manufacturers including ZTE, Huawei and Lenovo Mobile are participating.

The report said China Mobile  is expected to begin building TD-SCDMA networks in some mid-sized cities next April.

Earlier this year, China Mobile put out for tender 20 bln yuan worth of contracts for TD-SCDMA networks covering eight major cities.