China Mobile Ltd. (ADR) (CHL)

largest mobile service provider

Although CHL has not been able to keep up with the 3G market I still believe they will perform considerably well. CHL is the largest cell phone provider in China with a great balance sheet and selling at a reasonable price. Patience is key with this one.

Very large Chinese mobile phone provider, the AT&T of China, with innovative products tied to America. Low debt and pays dividends.

Excellent ROE, ROA, and ROI numbers. Low debt load. Reasonable forward P/E. The estimate for FY 2010 is not compelling, but this business will probably really shine within 3 years.

Cheaper than VZ and T, solid dividend, will get a nice bump on rumors (and fact) of yuan appreciation.

Speculation. This is a mega-cap and has strong govt. backing (and leadership investment, I believe). The market is quite large in potential and practice.

Fundamentals all good: an established company in a growing market, financially healthy (Morningstar B ratings across the board, healthy 26% RoE and 26% net margin), dividend-paying (3%), at a low P/E (11.7). I've been craving direct exposure to the Chinese market for a while, without wanting to take on too much risk. This is a good solid company at a good price.

Great growth for China's largest cell phone provider... for only 11 P/E. This thing is acting like a sleeper though.. going take some patience.

This company is going to grow and grow as Chinese domestic consumption continues to grow, and yet you can have it for 12x earnings. Has been left behind in this uber-rally as more cyclical, higher beta stocks romp on, but 'form is temporary, class is permanent', or something like that.

Dominant. RED chip! With a large portion of China's 1.1 billion still without mobile phone access, they still generate revenues in excess of $60BN, their position in the telecomms market, this is a long-term outperform for sure.

China's economy is recovering rather nicely and the outlook for the future is relatively bright as compared to our own. China Mobile ADRs appear to be a good place to get away from the threat of hyper inflation in the U.S.

Dependent on the "new middle class" degree of growth over the next few years. How soon will China's economy recover sufficiently for everybody to afford cell phones? And will it ever get back to $ 100+ ??

A China "blue chip" stock. Except that this has lower multiples and better growth than American blue chips.

Mobile Services in China have a ways to grow yet, and as the largest provider in China with government links this one is set to profit.

Wealth creation...expanding middle class...they need to tell their friends the good news.

If you want some easy points. Then Do a over perform on this for 5 years.

As China picks up more as the Economy improves, so will Teck (TCK) China, we think will surpass USA
(Sorry about that) Time will tell . JCR

This is a quality company with user loyalty. Market leader in the markets it covers and huge untapped market potential.

Mmm...cell phones...