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A Tale Of 2 Giant Telecoms With Giant Yields
Paulo Santos • Sun, Jun 16 • 21 Comments
With A Solid Dividend, China Mobile Can Be Bought Here Despite Structural Problems
Casey Hoerth • Sun, Apr 28 • 14 Comments
China Mobile Vs. AT&T And Verizon: Is China A Better Long-Term Bet?
Henry Stokman • Tue, Apr 16 • 5 Comments
China Mobile Raises Capex Guidance To Fund LTE Rollout As Data Demand Surges
Trefis • Wed, Mar 20 • 4 Comments
China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch
Andrew Hall • Thu, Feb 28 • 39 Comments
China Mobile: Stabilized 3G And Ready To Dominate 4G-LTE Market In China
Nick Chiu • Wed, Feb 27 • 1 Comment
China Mobile: More Growth On The Way?
Catalyst Investments • Wed, Feb 27 • 3 Comments
China Mobile's TD-LTE Technology Expanding Fast, Where To Invest
Nick Chiu • Mon, Jan 28 • 22 Comments
Get Growth And Income From The World's Largest Telecom
StreetAuthority • Wed, Jan 23 • 4 Comments
No Rush To Buy China Mobile
Justin Isaacs • Wed, Jan 9 • 3 Comments
China Mobile Has Structural Problems
Casey Hoerth • Sun, Dec 30, 2012 • 25 Comments
China Mobile: A Solid Cash Flow Buy While The Company Marries Nokia And Continues To Court Apple
Nick Chiu • Sun, Dec 30, 2012 • 18 Comments
A Golden Opportunity To Buy China Mobile's Growth At Historical Low Valuations
Qineqt • Tue, Dec 4, 2012 • 4 Comments
Reasons To Buy China Mobile, A Dividend Growth Stock
Qineqt • Fri, Oct 19, 2012 • 11 Comments
5 Reasons Why China Mobile Is A Better Buy Than Verizon Or AT&T
Sammy Pollack • Wed, Oct 17, 2012 • 4 Comments
China Mobile: Buy This Hot Telecom Stock Before It Leaps Higher
Cris Frangold • Tue, Sep 25, 2012 • 5 Comments
Why China Mobile Wins In The End
Rich Rezny • Thu, Sep 20, 2012 • 8 Comments
iPhone 5: Just One More Reason To Invest In China Mobile
Justin Weinstein • Fri, Sep 14, 2012
China Mobile Awaits Explosive Growth As China Leapfrogs The U.S. In Smartphone Shipments
Trefis • Thu, Sep 6, 2012 • 1 Comment
Consistent Growth Makes Us Bullish On China Mobile
Qineqt • Thu, Jul 12, 2012 • 1 Comment

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Another 3 Investment Themes To Consider
Paulo Santos • Fri, Jun 7 • 10 Comments
Renminbi Keeps Going, Chinese Companies Keep Coming
Andy Bodrog • Tue, May 14 • 7 Comments
Apple Implements My Plan: Here Is What It Should Do Next
Sammy Pollack • Mon, May 13 • 21 Comments
Qualcomm: 2 Opportunities Bears Might Have Overlooked
Fusion Research • Wed, May 8 • 4 Comments
The Best Large Caps To Own Through July
Todd Campbell • Sat, May 4 • 1 Comment
Apple: A Cheaper iPhone Makes Sense For Restoring Unit Volumes And Demand
Daniel Philip • Mon, Apr 29 • 31 Comments
Apple: There And Back Again
Posts At Eventide • Mon, Apr 29 • 26 Comments
Nokia: Did You Make The Same Mistake As Me?
Fusion Research • Thu, Apr 25 • 32 Comments
China And Apple: The Beginning Of A Beautiful Friendship?
Investometrica • Thu, Apr 25 • 47 Comments
5 Top China Dividend Stocks
Marshall Hargrave • Thu, Apr 25 • 8 Comments
Implications Of Apple Guidance
Paulo Santos • Tue, Apr 23 • 58 Comments
Investors Are Missing Apple's China Opportunity
Timothy Phillips • Wed, Apr 17 • 56 Comments
The War Of 4G Long Term Evolution
Nick Chiu • Tue, Apr 16 • 6 Comments
54 Dividend Challengers Yielding 100% More Than 10-Year Treasuries
David Van Knapp • Thu, Apr 11 • 9 Comments
Boring Is Good! Safe Stocks For A Market Downturn And Beyond
Richard Bulkeley • Tue, Apr 9 • 4 Comments
Nokia's Turn To Take BlackBerry's Spotlight?
Ashraf Eassa • Sun, Mar 31 • 130 Comments
Apple And Nokia's China Challenges
Maxsoar • Sun, Mar 31 • 24 Comments
China Telecom's Heavy Investment In 3G Paying Off
Trefis • Thu, Mar 21 • 5 Comments
A Look At Finisar And The Communication Equipment Sector
StockRiters • Mon, Mar 18 • 1 Comment
China Mobile: Just The Beginning For China's 4G Wave
Nick Chiu • Mon, Mar 18 • 15 Comments

China Mobile Limited FY08 Interim Results Call Transcript
Sun, Aug 31, 2008
China Mobile Limited Q4 2007 Earnings Call Transcript
Sun, Mar 23, 2008

Caixin Online: Competition tries to curb China Mobile’s 4G push

at MarketWatch.com (May 8, 2013)
Caixin Online: How China national broadband plan short-circuited

at MarketWatch.com (Apr 28, 2013)
Wall Street Got Its Dividend, but Apple Mum on Cash

at CNBC.com (Apr 24, 2013)
Asia Markets: Asia stocks trip over weak China data

at MarketWatch.com (Apr 23, 2013)
Craig Stephen's This Week in China: What’s behind China’s growth puzzle?

at MarketWatch.com (Apr 21, 2013)
Craig Stephen's This Week in China: Why China wants to eat Apple

at MarketWatch.com (Mar 31, 2013)
Craig Stephen's This Week in China: Hong Kong tycoons face ‘eviction’

at MarketWatch.com (Mar 17, 2013)
Can Apple Still Prevail in the Smartphone Wars?

at CNBC.com (Mar 17, 2013)
Asia Markets: Asia stocks climb on U.S. optimism

at MarketWatch.com (Mar 15, 2013)
Asia Markets: Asia stocks head down, though Japan gains

at MarketWatch.com (Mar 14, 2013)
Caixin Online: Private telcos aim to answer the call in China

at MarketWatch.com (Feb 28, 2013)
Two Days From Sequester, Stocks Are Calm

at CNBC.com (Feb 27, 2013)
Caixin Online: How a China firm scrubbed bad Internet publicity

at MarketWatch.com (Feb 19, 2013)
Apple Faces Catalysts, Risk: Milunovich

at CNBC.com (Feb 12, 2013)
Caixin Online: Game on for China’s mobile device industry

at MarketWatch.com (Feb 4, 2013)
Craig Stephen's This Week in China: China has an overcapacity problem

at MarketWatch.com (Jan 27, 2013)
Analysts Wait for a Reason to Love Apple Again

at CNBC.com (Jan 25, 2013)
Apple Could Rally on Small Miss: Enis Taner

at CNBC.com (Jan 23, 2013)
Asia Markets: Japan, China stocks rise in mostly lower Asia

at MarketWatch.com (Jan 15, 2013)
Early Movers: TIF, HLF, MSFT & More

at CNBC.com (Jan 10, 2013)

CHL vs. ETF Alternatives

Company Description

Currently, there's no company description for CHL.

Sector: Technology

Industry: Wireless Communications

Country: China

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| Dividends
| M&A
| On the move

Friday, May 31, 10:11 AM Vodafone (VOD -1.1%) and China Mobile (CHL -2%) have abandoned plans to make a joint bid for a mobile license in Myanmar, arguing conditions are unfavorable. Both carriers have been on the lookout for emerging markets growth opportunities. Separately, CHL is getting ready to launch Jego, a mobile VoIP/messaging platform aimed at international users with Chinese friends/family, and planning to revive Fetion, a mobile/PC IM app. Both will face tough competition from Tencent's (TCEHY.PK) popular and traffic-hogging WeChat, as well as international platforms such as WhatsApp, Skype, and Viber. 1 Comment [Tech]
Thursday, May 30, 1:58 PM China Mobile (CHL +1.4%) trades higher after catching an upgrade to Neutral from Macquarie. Shares received a downgrade to Hold from Goldman last week. Yesterday. RBC declared CHL's much-anticipated 4G buildout to be "M.I.A.," after conducting chip industry checks. Susquehanna is also worried there could be buildout delays. Comment! [Tech]
Tuesday, May 28, 4:17 PM In downgrading Broadcom (BRCM -1.4%) to Hold, analyst Chris Caso expressed concerns soft carrier capex will take a toll. Though chip sales for hardware used by carriers make up less than 10% of Broadcom's revenue, Caso points out they carry "the highest margins in BRCM's portfolio." He's worried China Mobile's (CHL +1.2%) giant 4G rollout could be delayed, given orders haven't yet been placed, CHL's 3G rollout was "beset by many delays," and Analog Devices (ADI) talked of delays during last week's earnings call. Comment! [Tech]
Monday, May 20, 2:03 PM Apple (AAPL +1.9%) roundup: 1) Brian White cites Chinese 3G growth as a reason for his $888 PT: he points out China's 3G sub base rose 83% Y/Y in April to 293.1M, and is expected to hit 375M-400M by year's end. China Mobile (CHL - previous) had 120M 3G subs; China Unicom (CHU) had 92M, and China Telecom (CHA) 81M. 2) Taiwan's Economic Times reports Apple is testing 1.5" OLED displays for an iWatch, and that "market rumors" indicate Foxconn has received iWatch trial production orders. 3) Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. 17 Comments [Tech]
Wednesday, May 8, 12:40 PM The Chinese government is expected to issue 4G TD-LTE licenses by year's end, writes Morgan Stanley's Katy Huberty in a bullish note on Apple (AAPL +1.2%). The licenses could pave the way for China Mobile (CHL), which has 700M+ subs and is spending $6.75B this year on its TD-LTE network (still in trial mode), to begin selling the iPhone. One potential roadblock: China Unicom (CHU) and China Telecom (CHA) want the government to take its time in issuing TD-LTE licenses. CHA wants to delay its 4G capex, and both carriers are supporting the FDD-LTE standard (far more popular outside of China). (AAPL/CHL agreement) 6 Comments [Tech]
Tuesday, May 7, 1:37 PM Sina (SINA -2.5%) gives back yesterday's gains after Tencent (TCEHY.PK) says it has reached "preliminary solutions" with Chinese mobile carriers (CHL, CHU, CHA) regarding its very popular WeChat mobile IM platform, which both generates heavy traffic and eats into text-messaging revenue (China Mobile's text revenue fell 4.8% last year). That's likely raising fears Sina might have to pay carriers for the traffic produced by Weibo, arguably WeChat's top rival. Tencent has said it's unlikely to charge WeChat users. Comment! [Tech, On the Move]
Friday, May 3, 11:42 AM Ericsson (ERIC +1.1%) has sold its power cable unit, which had 2012 sales of SEK1.5B ($231M), to Demark's NKT Cables for SEK250M ($38.5M). Also, the mobile infrastructure giant says it expects tough price competition in China as 4G buildouts get underway. China's 3 carriers plan to spend $56B this year on capex, and China Mobile (CHL - the world's biggest carrier) plans to increase capex by 49% to ~$31B. $6.75B of that will be used to set up 200K base stations for CHL's nascent 4G TD-LTE network - Alcatel-Lucent (ALU) should get a portion of it. Comment! [Tech, M&A]
Monday, April 8, 12:33 PM After a Chinese government official suggested Tencent (TCEHY.PK) will "have to pay fees" to mobile carriers (CHA, CHL, CHU) for the use of its extremely popular WeChat mobile IM/social networking platform, Tencent tells its users it's unlikely to charge for WeChat. Much like their European peers, Chinese carriers have seen their text messaging revenue pressured by the adoption on Web-based services such as WeChat. Sina (SINA) recently admitted WeChat, which now has 300M+ registered accounts, has been affecting Weibo usage. Comment! [Tech]
Tuesday, April 2, 7:03 PM "We believe that Apple (AAPL) will launch the iPhone 5S at China Mobile (CHL) this July, as it launches the next iteration of the iPhone globally," writes Wedge Partners' Brian Blair, without elaborating on his sources. The remarks come a little less than 3 months after Apple and China Mobile signed a confidentiality agreement. Blair sees a 5S model supporting China Mobile's TD-SCDMA 3G network likely entering production in May. (WSJ report) 26 Comments [Tech]
Monday, March 25, 2:17 PM NTT DoCoMo (DCM) is launching a China-specific version of its d-game mobile gaming service within China Mobile's (CHL) Mobile Market portal. 20 titles will be supported at launch time. The announcement comes 8 months after DoCoMo formed a mobile content JV with Chinese search kingpin Baidu. The Japanese carrier has a long history of striking mobile data services deals with foreign peers, with mixed results. Comment! [Tech]
Wednesday, March 20, 10:00 AM Another day, another upgrade for Spreadtrum (SPRD +4.5%). Jefferies' Ken Hui, who is lifting shares to Buy, observes China Mobile's (CHL) strong TD-SCDMA 3G sub growth is increasing the market for Spreadtrum's baseband chips, and that prices have stabilized thanks to supply constraints. The firm now sees China Mobile posting 2013 TD-SCDMA net adds of 74.4M and phone shipments of 139M (+88%). Such growth is also a positive for Marvell (MRVL) and Qualcomm (QCOM). (Chardan Capital upgrade) 1 Comment [Tech, On the Move, Quick Ideas]
Thursday, March 14, 3:26 AM China Mobile (CHL): Q4 net profit +6.1% to 36B yuan ($5.79B) vs consensus of 32.3B yuan. Revenue +5.3% to 151.8B yuan vs 150.4B yuan. Wireless data revenue +54% in 2012, and becomes "a major driver of operating revenue growth." App store users and downloads "dramatically" increase. To boost capex 49% to 190.2B yuan in 2013 as it builds its 4G network. (PR) 1 Comment [Earnings, Tech, Consumer]
Wednesday, March 6, 12:16 PM With domestic growth slowing, China Mobile (CHL -1.6%) is on the lookout for foreign acquisitions, says chairman Xi Guohua. Thus far, the giant carrier's only foreign M&A move has been its '07 purchase of Pakistani carrier Paktel. The fact CHL is state-owned could lead to tough regulatory scrutiny of proposed deals. Comment! [Tech, M&A]
Wednesday, March 6, 4:56 AM China plans to issue 4G network licenses by the end of 2013, Industry & Information Technology Minister Miao Wei has said. "China has made breakthroughs in R&D of 4G technologies, but is still facing restrictions in commercial use," Miao said. China Mobile (CHL) has already begun 4G trials in several Chinese cities. 3 Comments [Tech, Consumer]
Monday, February 25, 4:06 PM A downgrade to Underweight from HSBC leads Alcatel-Lucent (ALU -5%) to close with decent losses. The downgrade comes on a day when ALU and China Mobile (CHL) jointly announced a new lightRadio small cell base station CHL plans to use within its TD-LTE 4G network. ALU is already a major supplier for CHL's multi-city 4G trial network. 5 Comments [Tech, On the Move]
Friday, January 25, 6:32 PM A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." 49 Comments [Tech]

Dividend Sheet
$HBC $CHL and $T are the best yielding mega capitalized stocks - http://stks.co/gW78 - 20 big companies with 3.26% Yield $PG $WMT $AAPL
May 17, 3:54 AM
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Dividend Sheet
$CEO $SKM and $NTT are the best yielding Asian large cap stocks with cheap P/E's - http://stks.co/r92T - 19 shares with 2.37% yield $CHL
Apr 19, 4:22 AM
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Philip Davis
Early Morning Notes on the Market: $AAPL, $IBM, $USO, $GLD, $VIX, $SPY, $CHL, $CVX, $SUNE, $BBRY, $GOOG -- http://bit.ly/Wp5ALj
Mar 14, 4:47 AM
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SKS1586
Bought some $COF, $CHL, $URA, $MRVL
Feb 28, 3:59 PM
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Tradevestor
$AAPL $CHL - Apple, when negatives can actually be positives http://seekingalpha.com/a/q6bd
Feb 25, 11:51 AM
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Saibus Research
Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? http://seekingalpha.com/a/mz8b $NOK $AAPL $CHL $MSFT $T $VZ
12/19/12
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oneinfiniteloop: Not a single rebuttal on that article by @Saibus, that is a first on SA. That speaks volumes to the authenticity of that article.
12/19/12
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agliata: @Salibus Trying to get those views for the .01's?
12/19/12
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iadops40
$NOK teams up w/ $CHL to launch Lumia 920T, the 1st TD-SCDMA $MSFT Windows smartphone http://bit.ly/R6BAUk
12/5/12
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Tradevestor
$AAPL $T $CHL Get a read, bulls. http://seekingalpha.com/a/lo2t
11/15/12
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ZetaKap
4 Low-Debt, High-Profit Tech Dividend Stocks http://bit.ly/UfZ7Ob $AMSWA $CHL $HKTV $GRMN @ZetaKap
9/17/12
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Internal Source
AAPL: as much as I think the fundamental story is sound, if there isn't some CHL reference today it would be disappointing even to me.
9/12/12
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LATEST REPLIES

Saibus Research
Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? http://seekingalpha.com/a/mz8b $NOK $AAPL $CHL $MSFT $T $VZ
12/19/12
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oneinfiniteloop: Not a single rebuttal on that article by @Saibus, that is a first on SA. That speaks volumes to the authenticity of that article.
12/19/12
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agliata: @Salibus Trying to get those views for the .01's?
12/19/12
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Dividend Sheet
Best Dividend Paying Stock List April 2012 http://stks.co/3APf + $ABT $ARLP $BHP $CVX $CHL $GRMN $NVS $PEP $SSL $SCCO $STO $STRA $VALE $YPF
4/1/12
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Ocean Man: ARLP dipped last week, great entry price right now.
4/1/12
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Caiman Valores: YPF won't be paying a dividend, likely to be nationalized by Argentine government, find out more in my article http://bit.ly/ICs5GM
4/12/12
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CHL China Mobile Limited

CHL

China Mobile Limited