Ich bin hier drin WKN 909622 China Mobile

 

Wirtschaftsnews - von heute 08:28

China stoppt Privatinvestition - Hongkong im Sell off

Peking / Hongkong 05.11.07 (www.emfis.com)
Heute kam für die Hongkonger Börse eine schlechte Nachricht aus China. So gab der chinesische Premier Wen Jiabao den Stopp von privaten Investitionen aus China an der Hongkonger Börse bekannt.
Die Möglichkeiten für private Anleger über die Bank Of China in Hongkong investieren zu können, wurden immer wieder verschoben. Ursprünglich sollte bereits im vergangenen August der Start sein.
Dennoch ist sich der Chef ? Volkswirt der Deutschen Bank in Hongkong Ma Jun sicher, dass über Fonds in den kommenden 6 bis 12 Monaten zwischen 50 und 70 Mrd. US Dollar aus China nach Hongkong an die Börse fließen werden.

Im Augenblick hilft das der Börse aber nicht weiter. Nach den heftigen Abschlägen am vergangenen Freitag, baut der Hang Seng Index im Nachmittagshandel seine Verluste weiter aus. Im Augenblick beträgt der Einbruch 4,2 Prozent.






Quelle: EMFIS.COM, Autor
 

941 CHINA MOBILE 125 4.4 3.40 4,412,126 34,755


iPhone News May Help A Bit
Stock may stabilize around current level, helped by news chairmen Wang Jianzhou saying CM in talks with Apple on iPhone launch in China, details lacking for now but could be sentiment booster; Wang says companies would have to iron out differences over revenue sharing. Separately, DBS Vickers' Steven Liu says CM weakness tracking steep HSI correction, not due to fundamental deterioration; keeps on Buy call, HK$153 target; "My ideal entry price is HK$125," he says. CM 2nd most heavily traded with HK$3.05 billion.  

China Mobile eyes 07 finish for high-speed networks
Tue Nov 13, 2007 2:15am EST

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MACAU, Nov 13 (Reuters) - China Mobile Ltd (0941.HK: Quote, Profile, Research), the world's top wireless carrier, hopes to wrap up construction this year of networks in the first eight cities to receive TD-SCDMA, the homegrown high-speed third-generation wireless standard, its chief executive said on Tuesday.

Wang Jianzhou also said the company was discussing the possibility of offering Apple's (AAPL.O: Quote, Profile, Research) iPhones on its network, but brushed off suggestions they might come to an agreement soon.

Trials of TD-SCDMA are being conducted and once construction of all networks has been completed the company will embark on a final commercial trial, Wang told reporters at the Mobile Asia Congress in the Chinese gambling enclave of Macau.

"Once everything has been done, we will review the results accordingly," Wang said. The final trial will include testing out the network and the compatibility of phones that are used on it.

Wang expressed interest in Apple's iPhone, but there was no sign any deal would be reached soon.

"We're discussing with Apple people but haven't any agreement," Wang told reporters.

"Our customers like this kind of fashionable product, and I think the big problem is with this model," he said, without commenting further.

China Mobile's shares were down 1 percent on Tuesday, lagging a 0.1 percent dip in the benchmark index (.HSI: Quote, Profile, Research).

Regulators have been hammering out rules to allow red chips -- overseas-incorporated but Chinese-backed firms -- to list in Shanghai or Shenzhen, but China Mobile has declined to comment on when it would push through with a domestic stock listing.  

"We, of course, are actively pursuing an A-share listing but exactly when that will happen will depend on the regulation being in place," Wang said.

"This would be good for the Hong Kong market, the Chinese market and for us."

Market watchers expect the launch of 3G licences to come after a restructuring of the domestic telecoms industry, but China Mobile's Wang declined to comment on the progress of talks revolving around the shake-up of China's telecom sector.

Like Unicom , China Mobile could get caught up in an industry shake-up that might see the wireless carrier swallow a smaller fixed-line rival, according to state media reports.

941 CHINA MOBILE 128.1 -1.3 -1.00% 6,460,614 50,968


   

China Mobile (0941.HK) raced up nearly 6 percent to HK$136.5, a day after its chief executive said the cellular carrier was talking to Apple Inc (AAPL) about offering the company's iPhones on its network

CM RT = 137,4 = +6,594%= +8,500h$  

China Mobile +6.9%; 6-Month Target HK$160 - DH

China Mobile (0941.HK) rallies further, now +6.9% at intraday peak of HK$137.80, staging strong rebound after steep correction recently.

Dao Heng remains bullish on China Mobile for next 6-12 months,

given strong subscriber growth, delay in industry restructuring, which implies CM "could enjoy another year of high growth with further expansion in market share."

Adds, with increasing liquidity inflow through QDII, China Mobile's re-rating story solid, sustainable.

Ups stock to Buy from Hold, 6-month target of HK$160 pegged on 28X FY08 PER. CM most heavily traded with HK$4.604 billion.  

Apple Shares Surge; China Mobile May Sell IPhone (Update1)

Nov. 13 (Bloomberg) -- Apple Inc. rose the most in more than a year in Nasdaq trading after China Mobile Ltd., the world's biggest wireless operator, said it's in talks to sell the iPhone.

Apple, rebounding after three days of declines, advanced as much as 11 percent, the most since July 2006. An agreement would give Apple access to a market with 523 million subscribers, more than the combined population of the European Union.

``It would be a big boost for Apple to be in China,'' said Tiffany Feng, an analyst with Guotai Junan Securities Ltd. in Hong Kong who suggests buying China Mobile shares. The company's iPhone, which came out in the U.S. in June, blends the iPod media player with a mobile phone.

The iPhone's music-download and Web-surfing capabilities may help China Mobile lure higher-income users, after the carrier added record customers in September by focusing on rural areas and cutting prices. The carrier already has an agreement to sell Research In Motion Ltd.'s BlackBerry handsets.

``Our customers like this kind of fashionable product,'' Chairman Wang Jianzhou said at a conference in Macau today, referring to the $399 handset made by Cupertino, California-based Apple. ``The biggest issue is the business model.''

Jill Tan, an Apple spokeswoman in Hong Kong, declined to comment. The company plans to begin selling the iPhone in Asia next year, she said.

Apple added $13.25 to $167.01 at 12:54 p.m. New York time in Nasdaq Stock Market trading after climbing to $170.02 earlier. The stock had gained 81 percent this year before today.

Global Sales

Apple Chief Executive Officer Steve Jobs has tied the device to partnerships with mobile-phone companies in the U.S., U.K., Germany and France. Apple gets an undisclosed cut of the monthly fees the carriers charge, and in return they have exclusive rights to sell iPhone service contracts.

Analysts have estimated that AT&T Inc., the largest U.S. phone company, pays Apple $10 to $20 a month for each subscriber. AT&T's monthly fees are $60 to $220, and the San Antonio-based company said last month it had activated 1.1 million of the 1.4 million iPhones sold since June.

Last week, Apple began selling the iPhone through partners in the U.K. and Germany. The device goes on sale in France this month. Jobs aims to capture 1 percent of global mobile-phone sales next year, equal to about 10 million handsets.

China Mobile would probably limit sales of the iPhone to customers who subscribe for services that provide Web access over its mobile-phone network, Feng said. China Mobile added 6.1 million customers in September for a total of 349.7 million.

``China Mobile wants to sell the iPhone and BlackBerry handsets for the same reason, and that's to get people to spend more money,'' Feng said.

China Mobile fell 0.4 percent in Hong Kong today to HK$128.90 at the end of trading. The stock has almost doubled this year, compared with a 39 percent gain for the city's benchmark Hang Seng Index.
Last Updated: November 13, 2007 13:00 EST  

China Mobile Remains Top Pick -Lehman

Lehman Brothers keeps China Mobile (0941.HK) at Overweight with

target HK$180.00 after meeting CM's management.

"CM remains our top pick among Chinese telcos." Says CM views that TD trials will continue through 2008 with 3G licensing likely to take place only after the testing is completed. CM said that it is possible that the company would move directly to 4G if 3G licensing is delayed. 4G would enable robust mobile broadband applications up to 300Mbps. Adds, CM indicated that there's only initial general discussions with Apple regarding selling the iPhone in China--nothing concrete. Stock off 0.1% at HK$140.60.  

Hong Kong-listed China Mobile, CNOOC mulling A-share listings - co officials


Hong Kong-listed red chip firms China Mobile Ltd and CNOOC Ltd said they will issue A-shares on the mainland if regulators allow them to do so, company officials with both firms said.

""We're eager to issue A-shares, which will benefit both our company and the mainland market,"" Wang Jianzhou, chairman of China Mobile, told reporters on the sidelines of a conference here.

Wang said the A-share listing will depend on the regulator's arrangement, and his company has no timetable yet for any issue.

Separately, Fu Chengyu, chairman of CNOOC, said the company will undertake a mainland listing when Hong Kong and mainland regulators give approval.

""We are well prepared (for a mainland listing),"" Fu said.

allen.shu@xfn.com  

China Mobile (0941.HK: Quote, Profile , Research) led the blue chips down 2.8 percent, as investors shrugged off strong subscriber additions posted by the world's top wireless carrier

941 CHINA MOBILE 128.8 3 2.28 3,525,327 27,737

China Mobile Oct net new subscribers 6.6 mln vs 6.10 mln in Sept



China Mobile Ltd said net new subscribers in October totaled 6.60 mln, bringing its subscriber numbers to 356.27 mln at the end of October.

Of the net new subscribers, 446,000 were contract users while 6.16 mln had prepaid accounts, the company said in a statement on its website.

In the 10 months to October, the company added 51.33 mln prepaid users and 3.7 mln contract subscribers.

At the end of October, it had 68.97 mln contract subscribers and 287.29 mln prepaid users.  

BROKER CALL - China Mobile kept at 'overweight', target 165 hkd - JPMorgan


JP Morgan said it maintained an ""overweight"" rating on China Mobile, with a target price of 165 hkd, following the company's October operating data.

China Mobile announced that its net new subscribers in October totaled 6. 60 mln, bringing its subscriber numbers to 356.27 mln.

""This was up 8.2 pct month-on-month, and was another record high. Subscriber additions keep getting higher and higher...Year-on-year subscriber growth is a very healthy 22.1 pct,"" JP Morgan said.

It noted that net addition in October comprised 6.16 mln prepaid and 446, 000 postpaid subscribers.

""While sub growth is dominated by prepaid, postpaid growth for China Mobile is not showing any signs of slowing. China Mobile is still getting its share of high-end subscribers,"" JPMorgan said.

It added that China Mobile's strong monthly subscriber additions may lead to the company beating JP Morgan's forecast of 367.3 mln total subscribers this year.

At 12.06 pm, China Mobile shares were down 4.6 hkd or 3.42 pct at 129.8.  

China Mobile Off 4.3%; Still Top Sector Pick-Citi

China Mobile (0941.HK) down 4.3% at HK$128.60 amid HSI's 4.1% fall, may not trouble yesterday's intraday low of HK$125 though; is most heavily traded stock with HK$3.613 billion. Citigroup notes CM added 6.6 million new subscribers in October, +8.2% on-month; "we see CM as a long-term winner in the China market even after restructuring with operational matrix only get stronger and better." Keeps on Buy call, top-of-street target price of HK$196, as premium brand, world-class network, competitive cost structure "will prove to be hard to beat even after industry restructuring."  

China Mobile May Fall; ABN Keeps HK$200 Target

Top cap China Mobile (0941.HK) may fall 3% or so amid likely broad market weakness, immediate support at Tuesday's low of HK$125, which a 22% correction from HK$160 all-time high hit Nov. 1. Apart from heavy HSI fall, CM's recent weakness also due to speculation industry restructuring may quicken, hurting its current dominant status, but such concerns likely overdone, as CM's future competitors may need to strengthen coverage, management before getting aggressive on pricing, says ABN Amro. Keeps Buy call, top-of-street target of HK$200, which pegged on 33.3X FY08 P/E. Stock down 4% at HK$129 yesterday; ADR ended at equivalent of HK$126.42.  

..auch unsere analysten hauen daneben

ist auch nicht böse gemeint, ABER

da lese ich gerade in den "heissen" news von asia investor:
apple + china mobile etc etc ++UND
"""
Die Experten von "Asia Investor" kaufen die China Mobile-Aktie daher umgehend zurück und sichern per Stop-loss-Limit bei 11,00 Euro ab. """

in der Ausgabe von gestern, Kurs im Moment 10, e in D........

deshalb sagen die Chin hier: Keine Nachricht ist älter als die Zeitung

viel Glück, speziell den Jungs vom asia investor  ;-)

 

941 CHINA MOBILE 128.1 +1.6$ +1.26 2,771,406 21,413  

China Mobile's dominance bothering its regulators

Commentary: Could foreign operators be about to get a chance in the sector?

Given the current preoccupation with liquidity flows in the market, it could be easy to overlook another set of jaw-dropping subscriber numbers from China Mobile Ltd. after a new record month.
But instead of plaudits, this unrestrained dominance has triggered renewed controversy over the costs of China's lopsided telecom market. The logic for change looks stronger than ever.
China's regulators have been struggling with industry restructuring and new licenses for years now, but one way to even things up would be to welcome foreign carriers into this mobile market of 500 million-plus customers.
Last week, the No. 2 at China's telecom regulator the Ministry of Information Industry said that the government will announce plans soon to grant mobile licenses to fixed-line operators. This was followed by a report by the Development Centre for the State Council that called for relaxing entry barriers and issuing licenses to the fixed-line players or new entrants, fanning speculation on restructuring.
Could foreign operators be about to get a chance for a meaningful participation in the sector?
Chief Executive Avril Sarin delivered some upbeat comments about China prospects last week and left much to ponder with the following statement: "We will do anything the Chinese government wants us to do ... within reason."
Seven years earlier, his predecessor Chris Gent bought a 3% stake in China Mobile
and having held them through a roller coaster, they are now worth $13 billion -- a $10 billion gain.
There are a number of reasons why China might think it's time to allow greater foreign participation.
Speculation exists that Vodafone might be able to parlay this small stake into a bigger chunk of another operator alliance, rather than cash in.
The other operator with some decent cards on the table is South Korea's wireless leader SK Telecom, which earlier this year converted its bond into shares giving it 6.7% stake in Unicom, the No. 2 mobile operator. To strengthen its China credentials, it along with South Korea's vendors have been enthusiastically supporting China's homegrown and unproven 3G standard, TD-SCDMA. Hutchison Whampoa Ltd. also has a 2.6% stake in Unicom.
There are a number of reasons why China might think it's time to allow greater foreign participation.
It could give the fixed-line operators more chance of redressing China Mobile's huge advantage, rather than just handing out 3G licenses. While last month China Mobile added 6.6 million new users, the two fixed-line operators lost a combined 1.2 million connections; take fixed and mobile together and the mobile goliath now hoovers up almost 70% of the industry's profit.
Also 3G services will not be an easy sell in China. In fact, a government minister recently announced there was "no business case" for 3G. It will be challenging competing with costlier 3G handsets for new users who spend $6 a month, but it's all relative. A harder business case is surely trying to sell fixed-line phones. Another suggestion banded around, to wait for 4G, is surely not realistic the way fixed-line operators are hemorrhaging customers.
For China Mobile, the status-quo business case is clearly very comfortable. Unicom still must deal with the cost of running two networks, knowing it may end up being sacrificed in any restructuring and divvied up between the fixed-line operators.
Given China's strong desire to create its own network and intellectual property with TD-SCDMA, is it really best served by a behemoth carrying a market cap of $2.3 trillion? To foster innovation, you need the discipline of competition, not quasimonopolists. A plea made in the State Council's research was that China needs to do much better building multinational corporations that dominate global trade and research and development, and here competition has helped.
When it comes to TD-SCDMA, China needs an international effort to popularize it.

sells 40% of handsets in China; if it managed to get Vodafone signed up for its 3G standard, maybe the Finish handset maker would climb on board too.
Then there is China's increasingly acquisitive outlook to consider. There have been various rumors that China Mobile has had its eyes on mobile assets in Europe. Since the carrier is still effectively owned by the government, shopping overseas would be easier with a more open market at home.
Share prices at record highs across the sector also may make it look an opportune time to encourage some buyers.
Calling the timing of such change is not easy, but it could be worth watching for changes that reorder the status quo. It should be good news for any player that gets a foreign partner.
For China Mobile, you would expect they'd be happier having Vodafone as a shareholder than a potential competitor.

http://www.marketwatch.com/news/story/...AC-4F3F-97F0-32BA4E949113%7D  

China Mobile (0941) Several brokers upgraded the rating on China Mobile, citing strong growth and cashflow.

The target price was raised to above $170.

We expect China Mobile to lead the Hong Kong market's recovery.

Buy $134.50 Target $150.00 , Cut loss $120.00  

DJ Apple iPhone Talks With China Mobile Fail - Report

Nov 30, 2007 14:08

BEIJING (Dow Jones)--Negotiations between China Mobile Ltd. (CHL), China's largest mobile phone operator by subscribers, and Apple Inc. (AAPL) on offering the U.S. company's iPhone in China have failed, the Southern Daily newspaper reported, citing unnamed sources. The two parties couldn't reach an agreement because of differences over revenue sharing, the paper reported Thursday. Apple now plans to open stores in Beijing next summer to sell iPhones directly, and is in talks with Chinese mobile phone distributors, it said.

 

China Mobile to add base stations to ensure 3G for Beijing Games - consultants

China Mobile plans to build 2,059 outdoor base stations and 1,015 indoor distributed systems In Beijing and the region to ensure the availability of 3G services during the Olympic Games next summer, CCID Consulting said in a research note.

The typical cost of a base station is about 860,000 yuan, including accessory equipment, it said.

To avoid interference between different TD-SCDMA experimental networks, networks built by China Netcom would be brought into China Mobile's TD-SCDMA commercial experimental network, the consulting firm added.

China has yet to issue permanent licences for 3G service. It is widely believed to be waiting for the homegrown TD-SCDMA technology to mature before opening up the 3G market to all 3G platforms.

However, the government reiterated recently that it will issue 3G licenses in time to allow for the service to be launched before the Olympics.  

UBS Picks Bharti Airtel, China Mobile as Investments for 2008

Bharti Airtel Ltd., India's largest phone company, China Mobile Ltd. and PT Telekomunikasi Indonesia are UBS AG's top three Asian phone picks for investment next year as demand for wireless services in emerging markets drives growth.

Economic expansion and rising incomes in China, India and Indonesia are spurring demand for mobile phones, UBS wrote in a research report today. China and India each added more than 8 million mobile-phone subscribers in October, making them the world's two fastest-growing wireless markets by users.

``We like the mobile leaders in those markets,'' the Zurich- based bank said in the report. They ``should be able to take advantage of rising consumption, elasticity of demand and economies of scale to create shareholder value.''

China Mobile, the world's largest mobile-phone operator by users, rose 1.2 percent to HK$146.70 as of the midday break in Hong Kong trading. Telkom Indonesia, the country's biggest wireless company, climbed 1.8 percent to 11,100 rupiah on the Jakarta Composite Index as of 11:59 a.m. local time.

China gained a record 8.1 million mobile-phone subscribers in October for a total of 531.4 million, while India had 217.14 million customers, after adding 8.05 million users, according to data from the two governments.

Taiwan's Far Eastone Telecommunications Co., KT Corp., Telekom Malaysia Bhd. and Philippines Long Distance Telephone Co. were UBS's other investment choices among Asian phone companies for next year.

Economic Growth

Separately, UBS said it recommended investors buy Advanced Semiconductor Engineering Inc., AU Optronics Corp. and Wistron Corp. shares in 2008, amid slower global economic growth.

``Given uncertainty over end demand, we take a cautious view on first half 2008,'' UBS wrote in a report today. UBS forecast global economic growth to slow to 4.3 percent in 2008, compared with 4.8 percent this year.

UBS said Taiwan-based Advanced Semiconductor, the world's biggest chip tester and packager, was chosen because it had a low inventory.

The bank picked AU Optronics, the world's third-largest liquid-crystal display maker, Wistron and Compal Electronics Inc. because they will benefit from rising demand for LCDs and notebook computers, according to the report.

Compal, based in Taipei, is the world's second-largest maker of notebook computers, followed by Hsinchu, Taiwan-based Wistron.

Compal rose 0.5 percent to NT$37.90 at 1:06 p.m. in Taipei, while Wistron climbed 1.9 percent to NT$58.70. AU Optronics declined 0.6 percent to NT$63.90.  

 

   
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AFX News Limited
China Mobile end-Nov net new subscribers 6.52 mln vs 6.6 mln end-Oct
12.19.07, 8:25 PM ET

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China Mobile Ltd said net new subscribers at the end of November totaled 6.52 mln, bringing overall subscribers to 362.78 mln.

At the end of October net new subscribers totaled 6.6 mln.

It said 438,000 of the net new November subscribers were contract users while 6.08 mln had prepaid accounts.

In the 11 months to November, the company added 57.41 mln prepaid users and 4.14 mln contract subscribers.

At the end of November, it had 69.4 mln contract subscribers and 293.38 mln prepaid users.

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,­,,,,,,,,,,,,,,,,,,,,,,,,
China Mobile Corp announces tender for TD-SCDMA handsets, data cards

China Mobile Corp, the parent company of Hong Kong-listed China Mobile Ltd, said it will conduct a tender for 30,000 handsets and 10,000 data cards to be used in a second round of network trials for TD-SCDMA, the China-developed third-generation mobile standard.

The statement did not provide financial details of the tender.

Earlier, China Mobile purchased 3,700 TD-SCDMA handsets for an earlier round of trials.

According to media reports, domestic mobile phone manufacturers including ZTE, Huawei and Lenovo Mobile are participating in the tender  

China Mobile's Movie Investment
941.HK, CHL, China Film Group Corporation, China Mobile, Media, Ming Yun Hu Jiao Zhuan Yi, Pegasus & Taihe Entertainment

China Mobile (NYSE: CHL, 941.HK) invested RMB18-20 million in film "Ming Yun Hu Jiao Zhuan Yi", reports Southern Metropolitan News. The film that contains several in-movie advertisements for China Mobile has generated over RMB35 million in revenue that will be shared by China Film Group Corporation and Pegasus & Taihe Entertainment International, according to the report. China Mobile, China Film Group and Pegasus & Taihe jointly released the film in honor of the twenty year anniversary of China's mobile telecom industry in Beijing on November 18, 2007.  

China Mobile Ends Discussions With Apple to Sell IPhone Handset

China Mobile Ltd., the world's biggest wireless-phone company, ended talks to sell Apple Inc.'s iPhone handset in China, according to a spokeswoman for the telephone- service provider.

Rainie Lei, a Hong Kong-based spokeswoman for China Mobile, today wouldn't say why the talks ended. Jill Tan, a Hong Kong- based spokeswoman for Apple, declined to comment.

China Mobile said in November that it was in talks with Apple about selling the iPhone in China, a market with more mobile subscribers than the combined populations of the U.S., Japan, and the U.K.

The Chinese company stopped talks because Apple wanted 20 percent to 30 percent of fees from providing data services to iPhone users, the Sina.com Web site said today, citing Gao Nianshu, director of China Mobile's data services. China Mobile charges users for downloading games, music and Web sites over its wireless network.  

Davenport Upgrades China Mobile Limited (CHL) to Buy



   * Davenport Upgrades China Mobile Limited (CHL) to Buy
 


Davenport upgrades China Mobile Limited (NYSE: CHL) from Neutral to Buy with a $101 price target, following recent pullback over disappointment that the firm ended discussions with Apple and concerns about the potential restructuring of China's telecom industry.

The firm said China Mobile is on the verge of marketing RIM (Nasdaq: RIMM) Blackberry later this month.