China Mobile 0941

Re: China Mobile 0941

Postby winston » Fri Aug 17, 2018 12:57 pm

CHINA MOBILE(941)

Analysis:
Household broadband market has become an important growth driver for China Mobile (941) in recent years.

In the first half of 2018, net growth in household broadband customers reached 18.8 million, accounting for 57% of the total number of net additional customers in the industry, driving the total number of its household broadband customers to 128 million.

The number of customers who have opted for its higher-end products is also increasing, with 42.5% of its customers using broadband with bandwidth of 100 Mbps or above, up by 20.5 percentage points from the end of 2017.

House hold broadband revenue reached RMB21 billion, representing a year-on-year increase of 49.1% and becoming an important revenue growth driver.

High network quality and compelling content applications have driven the continued growth in customer value.

In the first half of 2018, household broadband blended ARPU reached RMB34.8, or an increase of 7.3%. (I do not hold the above stock)

Strategy:
Buy-in Price: $71.50, Target Price: $74.50, Cut Loss Price: $70.00

Source: Phillips
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Re: China Mobile 0941

Postby winston » Sat Aug 18, 2018 9:24 pm

not vested

The company has about $60 billion in net cash and bank deposits, and the stock, at 7.5 times cash-adjusted earnings, is dirt cheap.

The issue is that the government keeps asking it to lower prices. The market is mistakenly reading this as an indication that the company won’t be allowed to make much money.

But China Mobile has 800 million subscribers, four times the number of U.S. mobile-phone subs.

It has a 60% market share, and when it lowers prices, the competition has to lower prices, too.

So the very intervention that people think is bad news, we think is good news. The competition can never catch up. The government is actually helping China Mobile cement its monopoly.

Source: Barron's

https://www.barrons.com/articles/the-tw ... 20Magazine
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Re: China Mobile 0941

Postby winston » Mon Nov 05, 2018 2:18 pm

not vested

Oct 24, 2018

<Research Report>HSBC Cuts CHINA MOBILE (00941.HK) TP to $88

HSBC Global Research opined that the 3% decline in CHINA MOBILE (00941.HK)'s 3Q18 service revenue was mainly due to China's cancellation of data roaming fee from 1 July.

CHINA MOBILE's 3Q flattish margins indicated good cost control.

The 7% YoY rise in net profit was benefited from CHINA TOWER (00788.HK)'s IPO and better operation.

CHINA MOBILE was kept at Buy, with target price down from $90 to $88.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: China Mobile 0941

Postby winston » Mon Nov 05, 2018 2:27 pm

not vested

Oct 23, 2018

<Research Report>UBS Trims CHINA MOBILE (00941.HK) Profit Forecast, TP to $92

UBS said in its research report that CHINA MOBILE (00941.HK)'s 3% decrease in 3Q18 topline was not totally unexpected, for which 2018-2020 EPS estimates were trimmed by 1% to $5.81, $6.03 and $6.33.

The broker maintained Buy on CHINA MOBILE at the target price $92, trimmed from $94.

Source: AAStocks Financial News
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Re: China Mobile 0941

Postby winston » Mon Jan 07, 2019 2:12 pm

not vested

<Research Report>Nomura Upgrades CHINA MOBILE (00941.HK) to Buy, TP Raised to $102

Nomura upgraded CHINA MOBILE (00941.HK) from Neutral to Buy at a $102 target (up from $79). With 3.2% dividend yield, CHINA MOBILE is a defensive name with an attractive valuation.

With potential benefit from China's 5G development, CHINA MOBILE is expected to seize opportunities by leveraging its edge in the mobile market and world-leading 5G technology.

Aggressive 5G investment will mean better investment return for the company, the broker added.

CHINA MOBILE has lifted its payout ratio from 43% in 2015 to 48% in 2017. Hence, Nomura projected the company's 2019 and 2020 dividend yield to come in at 4.8% and 5.1%.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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