China Mobile Ltd. (ADR) (NYSE:CHL)

CAPS Rating: 4 out of 5

The Company provides a full range of mobile telecommunications services in all thirty-one provinces, autonomous regions and directly-administered municipalities in Mainland China.

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Member Avatar pchop123 (78.31) Submitted: 4/11/2014 3:18:20 PM : Outperform Start Price: $47.68 CHL Score: -3.96

sharp pick at thistime

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Member Avatar moonpiboy (45.10) Submitted: 3/23/2014 8:08:10 PM : Outperform Start Price: $43.00 CHL Score: +9.30

Buying on the dip

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Member Avatar TSIF (99.96) Submitted: 3/22/2014 10:18:27 AM : Outperform Start Price: $44.64 CHL Score: +5.51

China Mobile Ltd, made my RARE LONG list this week, and it promptly dropped another 8% over the next two days.

I was pretty sure of my entry from a technical standpoint, but technicals work until they don't. Part of the 20% decline the last three months can be related to the weak fourth quarter, and part more recently to the concern that China is entering some kind of recession.....

I understand the former, but from a long play, I think this can be compensated for....in the area of the second...it's not a recession until it is one...and I'm skeptical, but wary.

Net profit falling for the first time in 14 years.
Chipset compatibility on 3G network (TD-SCDMA) requiring much higher subsidies to sell the phones, incompatible with some popular smartphones. (versus WCDMA standard)
Competition from China Unicom (CHU) and China Telecom (CHA)
Messaging services competition (OTT, over the top).

Pros: Apple deal to offer iPhones.
First 4G services in China...will require time to capitalize.
Doubling 3G penetration from 12.4% (2012) to 25% (2013)
775M customers.

So the 20% discount may not be enough in the short run, but with a P/B of 8 and a 5% dividend China Mobile has solid metrics. P/B 1.4, Margins > 20. 73B in cash ($17 per share). $20B a year in profits, 8B in dividends, Solid infrastructure growth, minimal debt.

Summary, Long term call. Would close if the competition pulls market share, nonstandard infrastructure continues to impact subsidies, China economically collapses.

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Member Avatar morkin1979 (< 20) Submitted: 3/21/2014 10:43:51 AM : Outperform Start Price: $41.51 CHL Score: +13.64

No-brainer. Too many reasons to detail all.

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Member Avatar chk999 (99.98) Submitted: 3/13/2014 1:16:39 PM : Outperform Start Price: $44.95 CHL Score: +3.87

Getting pretty cheap.

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Member Avatar AnsgarJohn (99.08) Submitted: 2/3/2014 4:57:30 PM : Outperform Start Price: $46.98 CHL Score: -6.81

China Mobile
Morningstar Fair Value $60 http://www.gurufocus.com/stock/CHL

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Member Avatar alphadogg (90.99) Submitted: 1/28/2014 4:42:28 PM : Outperform Start Price: $47.75 CHL Score: -6.75

cheap

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Member Avatar theActuary (34.69) Submitted: 1/15/2014 3:27:55 PM : Outperform Start Price: $50.48 CHL Score: -8.06

iPhones...

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Member Avatar otherAquanaut (99.79) Submitted: 1/15/2014 10:07:59 AM : Outperform Start Price: $52.05 CHL Score: -44.71

China Mobile has the new iphone coming out in China. Apple has shown a confounding lack of understanding of the market in China but even with their ham fisted methods you have to think that they will sell a bunch of phones in a market that size.

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Member Avatar saltyseaweed (23.35) Submitted: 1/13/2014 7:31:16 PM : Outperform Start Price: $50.09 CHL Score: -8.62

Will be a 4G leader in China with i-phone availability

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Member Avatar andinajo (42.20) Submitted: 12/4/2013 11:03:25 AM : Outperform Start Price: $54.64 CHL Score: -17.51

grow + low p/e

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Member Avatar jaegermeister85 (57.27) Submitted: 11/5/2013 3:42:31 PM : Outperform Start Price: $51.97 CHL Score: -15.41

Billion People plus emerging cell phone market with a possible iPhone on the horizon... I THINK YES

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Member Avatar moonlightsail (20.99) Submitted: 10/29/2013 2:58:03 PM : Outperform Start Price: $52.13 CHL Score: -15.36

Selling mobile phones in China...lots of potential.

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Member Avatar handushk (< 20) Submitted: 9/25/2013 9:38:34 AM : Outperform Start Price: $54.99 CHL Score: -26.42

Largest wireless carrier in China, will soon carry Iphone

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Member Avatar DrLinks (52.23) Submitted: 7/20/2013 2:26:18 AM : Outperform Start Price: $52.00 CHL Score: -19.84

The larger of the TWO (China Mobile and China Telecom), BOTH WILL SUCCEED Fabulously

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Member Avatar NickChiu (< 20) Submitted: 6/8/2013 4:37:19 AM : Outperform Start Price: $49.89 CHL Score: -18.75

4G LTE development

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Member Avatar freecapital (74.70) Submitted: 3/28/2013 10:18:54 PM : Outperform Start Price: $51.20 CHL Score: -27.43

k f

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Member Avatar TraderXF (39.50) Submitted: 1/14/2013 6:26:27 AM : Outperform Start Price: $56.19 CHL Score: -43.42

Investing in Chinese telecom

larger customer base, higher margins, higher ROE, cheaper PE than competitors CHU, CHA

With the strengthening RMB, looks like a solid diversification from US stocks

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Member Avatar Fish08 (64.78) Submitted: 1/9/2013 1:34:05 PM : Outperform Start Price: $55.24 CHL Score: -42.81

Most profitable Chinese entity. PE = 14, yield = 3.8%.

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Member Avatar Treborn822 (87.89) Submitted: 1/2/2013 1:35:35 AM : Outperform Start Price: $56.97 CHL Score: -46.12

Iphone and smart phone rise in China

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