Ich bin hier drin WKN 909622 China Mobile

A bearish block trade of 9M shares of SG-CMOB@EC0808B(07590) occurred at price of HK$0.111 and turnover of HK$999K at 02:50p.m . The last price is up 15.625%. Today's highest price is $0.114 and lowest price is $0.11. Total volume is 306M shares and total turnover is HK$34.304M.  

 

 

China Mobile was sharply higher on hopes it will report strong first-quarter earnings, with the heavyweight also getting a boost from a rally in the broader market.    At 3:47 pm, China Mobile was up 3.20 hkd or 2.43 pct at 134.70, off a low of 133.90 and high of 136.70. "Most analysts expect China Mobile to report strong first quarter earnings although the average revenue per user (ARPU) during the period may not be as strong as that in the succeeding quarters," said Marvin Lo, an analyst at Daiwa Securities. "Its ARPU is normally weaker in the first quarter because of extended holidays during the period which account for low data usage by mobile business users. But ARPU normally bounces back in the succeeding quarters," he said.   "Its strong gains today can also be attributed to the fact that it is a heavy-weighted stock and many investors will want to buy this kind of counter amid a general market uptrend," Lo said. JPMorgan expects China Mobile to report a net profit of 23.4 bln yuan for the first quarter, up 33 pct year-on-year, on 20 pct growth in revenue to 93.3 bln yuan.

 

 

 

 

                                                                                                       

	For the period from         1 January 2008         to         31 March 2008	For the period from         1 January 2007         to         31 March 2007	Increase
Operating Revenue (RMB)	93.024 billion	77.707 billion	19.7%
EBITDA (RMB)	49.777 billion	40.719 billion	22.2%
EBITDA Margin	53.5%	52.4%
Profit Attributable to Shareholders (RMB)	24.102 billion	17.562 billion	37.2%
Margin of Profit Attributable to Shareholders	25.9%	22.6%

 

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

	As at                 31 March 2008/                 For the period from                 1 January 2008 to                 31 March 2008	As at                 31 December 2007/                 For the period from                 1 October 2007 to                 31 December 2007
Subscriber Base	392.14 million	369.34 million
*Net Additional Subscribers	22.80 million	19.68 million
*Average Revenue per User per Month (ARPU)              (RMB/User/Month)	82	91
*Total Voice Usage Volume             (Minutes)	546.40 billion	516.08 billion
*Average Minutes of Usage per User per Month (MOU) (Minutes/User/Month)	481	475
*Average Revenue per Minute of Usage (RMB)	0.170	0.191
Number of Value-Added Business Users	380.93 million	349.55 million
Number of MMS Users	107.11 billion	90.83 billion
Number of Wireless Music Users	309.42 million	269.83 million
*SMS Usage Volume             (Messages)	150.5 billion	137.5 billion
Number of Employees	131,836	127,959
Labor Productivity (Subscribers/Employee)	2,974	2,886

 

Halô
Ola
Tschom

oder welche Sprache ihr auch versteht......

China Mobile ist bei Kaufkursen
(zum D Rechtsverständnis: Ja, ich habe CMobile calls, privat und uf dem Firmenkonto)

Zeit zum aufwachen: hallo aufstehen

China Sektor: the big boys: China Unicom China Telecom sind gut gelaufen, die erwartunegn wurden +- erfüllt, C telecom geht in das 2.Segment und wird vielleicht über die Neuverteilung andre Segmente bekommen...
heisst spekulativ put
C Mob erwartungen mehr las erfüllt & die future Prognosen sind sehr gut
management ist sehr gut
Olympia & die agnzen Ausländer kommmen
jeder hat ein portale/handy etc...

in US RT life by -1,69$
oh mein .... bei --
ja, aber wir waren bei -3$

halo, aufwachen
in  china
wird nicht der ganze generelle Kram steiegne
sondern
...
Luxus, extras, Konsum etc
denn der "Mittelstand (der in D stirbt)erwacht...

PS RT -1,49$

es ist 3,36h in HK; es ist 3 FL french red later ...und Zeit sich auf den opening in SZ bzw HK ..in 6 vorzubreiten


entweder ihr wollt ++++ = china mobile oder ihr lasst chin ableiben

sorry

viel Glück

ach ja
schaut mal bei AAPL
POT
MOS
RIM
etc rein.....  

gucki-lucki

als CHL in den US heute den Boden kratzt hat "einer" ein paar Aktien gekauft (nicht ich..)  

19.03. = 107h$

21.04. = 134,7h$

was wollt ihr denn noch ??????????????????????????????????????????

seid ihr demokratische Investoren (Investore= long term= ethisch...ethic-sch ???)
oder wollt ihr Geld verdienen,?????

was wollt ihr ????

rechnet selber einen 10fach hebel oder 22.....

21.04.= 85,33$

mehr als hinweisen geht nicht, oder ???????????????????????????????????????

 

HK CMobile 130,9 = -3,8h$ = -2,82%

                
§
China Mobile (941) (buy) reported its net profit for Q1 was up 37.2% to 24.1B yuan. Revenue up 19.7% to 93.02B yuan. During the period, it added 22.8M subscribers, a 15.9% up from the previous 3 months, thanks to its rural push. However, arpu down by 9.8% to 82 yuan due to lower spending by its rural market. Ebitda margin up to 53.5% from 52.4%.

Looking ahead, the company need to push the value-added services to uphold the arpu.

China Mobile reported a 37% yoy growth in 1Q08 earnings to RMB24.1bn that accounted for 21% of full year consensus estimates of RMB115bn. First quarter earnings were broadly in-line with market expectation.

Operating revenue grew 20% yoy to RMB93bn, thanks to: 1) strong subscriber growth – monthly net adds averaged at 7.6mn in 1Q08, 16% and 53% higher than 4Q07’s 6.6mn and 1Q07’s 5.0mn; 2) higher voice usage – total voice volume increased 42% yoy with MOU up 14% yoy to 481 minutes in 1Q08; 3) further expansion in value-added business with SMS volume up 32% yoy.


Thanks to strong subscriber growth, economies of scale and effective cost control on S&G expenses, EBITDA margin improved to 53.5% (1Q07: 52.4%).

We consider the set of results as strong and believe consensus estimates is highly achievable in 2008 driven mainly by: 1) accelerating subscriber growth – we expect to see net adds to further challenge new highs in coming months; 2) continuous high voice and non-voice usage; 3) stabilizing tariffs; 4) lowering effective tax to 25% (2007:33%).

We continue to like China Mobile’s fundamentals and believe the company could maintain its dominant position in the next two years amid industry restructuring given its strong brand name and extensive mobile network.
 

China Mobile falls on profit-taking; lower ARPU not an issue  China Mobile Ltd was lower on profit-taking after its recent gains ahead of yesterday's first-quarter results.

At 10:39 am, the stock was down 2.8 hkd or 2.08 pct at 131.9, off a low of 131.0.

"Profit-taking is the main reason behind China Mobile's fall this morning," said Francis Lun, general manager of Fulbright Securities, noting that the stock had climbed to a three-month high of nearly 136 hkd ahead of its first-quarter results.

Lun said the news that China Mobile's average revenue per user per month (ARPU) in the first quarter fell to 82 yuan from 91 yuan a year earlier was not a factor in today's selling.

"The lower ARPU was widely expected as the mobile carrier is pushing hard into rural markets dominated by low-end users," Lun said.

China's largest wireless service operator reported yesterday that its net profit for the first quarter to March rose 37.2 pct to 24.1 bln yuan from 17.56 bln a year earlier on the back of strong growth in revenue, new subscriber numbers and volume of value added services

 

                           

China Mobile target price raised to 146 hkd - Credit Suisse

Credit Suisse raised its target price on China Mobile Ltd to 146 hkd from 130, citing strong revenue growth and solid margin trend. The Swiss house maintained an "outperform" rating on the stock of China's top mobile operator, noting that the stock is currently "reasonably" valued at 17.1 times its forecast 2009 earnings. Credit Suisse raised its 2008, 2009 and 2010 earnings per share forecast by 0.1 pct, 2 pct and 4 pct, respectively, to 5.95, 7.07 and 7.87 yuan on higher earning estimates on its value-added service business.   The brokerage noted that China Mobile's average revenue per user (ARPU) for the first quarter to March fell to 82 yuan from 91 yuan a year earlier, and was 1 pct below its forecast.

 

Die Analysten von Daiwa bestätigen, dass derzeitige (heutige) Kurse Einstiegskurse sind.  Wie heute gesehen war der Verkauf heute hauptsächlich durch Gewinnmitnahmen geprägt und die ersten Anschlusskäufe bei dem Anstieg des HCEI auf 3,2% waren schon dabei.  Rating auf 6 Monate von Daiwa: 159.8h$

 

 

China Mobile May Outperform Next 2 Quarters

Daiwa keeps view that "the restructuring charm is fading" for three China telcos although not China Mobile (0941.HK). Thinks lackluster 1Q08 results from the three (China Unicom, China Telecom, China Netcom) have become de-rating catalyst, especially for investors becoming impatient as they await sector revamp. Believes restructuring story may have to wait until after Beijing Olympics; even if restructuring announcement comes before Olympics (in August), "we believe it would become a trigger to take profits." Keeps China Mobile as top sector pick, expects it to outperform restructuring plays over next two quarters underpinned by robust earnings growth at reasonable valuation; rates stock Buy with estimated fair value of HK$159.80.  

China Mobile fällt leicht, da sich nicht sofort entschlossen wurde den afrikanischen Telekomanb aufzukaufen

HK mittags: 131,5h$ = -1h$ = -0,75%

entspricht bei US ADR 1/5 = 84,34$ dh wird derzeit höher in HK gehandelt als US

Schluss US: 83,14$
after hours 83.58$  

 

Credit Suisse: CMobile = outperform Ziel 146h$

egal ob Afrika hin oder her

starker Markt in China

Unsicherheit wegen der zu erwartenden Veränderungen ab 17.mai

Kurs war bei-1,8% wird gerade gekauft Bullish blocks bei 130,1 -,84% CEI bei -210Punkten

 

für den US handel später:

derzeit wird bei 82,79$ die Aktie in den US 2,45% über der in HK heute gehandelt.

Schluss HK 129,1h$ -2,1h$ -1,6%
 

China Mobile injects RMB 14.2 bln in 3G networks

China Mobile , the country's largest wireless operator, has injected RMB 14.2 billion for pre-commercial 3G networks in eight Chinese cities, according to Wang Jianzhou, president and CEO.  Wang said China Mobile has established 14,500 based stations, with 3,402 in Beijing, 2,621 in Shanghai, 2,216 in Guangzhou, and 2,076 in Shenzhen  

 

China Mobile kept 'buy' on subscriber growth - Daiwa

Daiwa Institute of Research maintained a "buy" call on China Mobile with a six-month target price of 159.80 hkd, noting that the company's subscriber additions so far this year indicates that it could easily beat full-year projection.

China Mobile achieved an average net addition of 7.55 mln subscribers per month for the first four months of this year, against Daiwa's full-year assumption of 7.2 mln per month, it said.

"Even if we use China Mobile's monthly net-add guidance of 6.67 mln, our forecast net profit would be reduced by only 1.3 pct to 111.9 bln yuan, or 28.5 pct year-on-year growth," Daiwa analyst Marvin Lo said.

"We think the chance of China Mobile's monthly net adds dropping to 6.67 mln for the full-year 2008 is not high," Lo said, reasoning that mobile penetration in China at 42 pct is far from the 70 pct saturation point.

Added to this, China Unicom is not competing actively with China Mobile, he said, noting that China Mobile still has a share of 83 pct in net-subscriber additions. Moreover, China Telecom and China Netcom are not promoting personal handyphone systems (PHS), the analyst said.

Lo also added that Daiwa maintain its view that "management reshuffling would be unlikely to change the competitiveness of individual telecom companies."

He was referring to the expected industry restructuring in China.

At 11:50 am, China Mobile shares were down 1.3 hkd or 0.99 pct at 129.4 in Hong Kong.  

Lehman Brothers keeps China Mobile (0941.HK) at Overweight with target price HK$180.

Remains confident company is well on track to achieve its 80 million net adds target for 2008 after CM announced April monthly net addition in users of 7.4 million, up 24% on-year.

"With the recent earthquake in Sichuan, we believe that the central Chinese government is more focused on the rescue and rebuilding efforts than on announcing a roadmap for telecom industry restructuring," Lehman says.

Adds, any delay in industry restructuring would be positive for China Mobile as it would allow company to continue to gain wireless market share ahead of competition from new wireless entrants