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+ This pick is a response to an analysis by Jeo ...

11 pts

Opinion on  China Mobile Ltd (CHL)     Sector: Services  >  Industry: Communications Services
What's feeding CHL's growth?

Jan 11, 2007 04:26 PM GMT
Return Risk
+8.40% HIGH
Analyst

This company is just beyond imagination. Couple of factors feeding its

growth:

china's poluplation - obvious

GDP/capita growth

CHL is the one with the highest market share (wireless telecomm)

CHL is the one with the highest subscriber growth

CHL is the most successful is rural China acquiring new customers -

this is where the growth is coming from after east coast market is

saturated

yuan/dollar rate change (yan is getting stonger by the day) makes CHL

subscribers spending more in dollar terms thus boosting CHL earnings in

dollars


Besides this basic knowledge, I want you guys to take a look at this

online stock research firm:  htth://chinavestor.com They cover 50+

Chinese ADRs CHL included and their Newsletter is just totally worth

the $20/month they charge. This Newsletter has got me to understand the

whole China stock frenzy and helped me to achieve 85% return of my

portfolio in 2006!


CHL:  This call was made on 01/11/07 @ $42.46
Rating:   Positive   $42.46 (01/11/07)
Gain/Loss:   +24.40% in 1964 days


+ Referring to this analysis:


Comments (7)

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buqing   N/A     1 point   commented 682 days ago reply

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Your Comment

Who voted on this idea?
Bull_is_bullish
Mount Lord 35% 01/29/2008
mohanavamsi007 N/A 12/28/2007


Ratings referring to this analysis Agree     Disagree



ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 21.10 +34.36% 531
2 18.14 +36.28% 286
3 17.66 +23.07% 83
4 13.47 +13.37% 69
5 12.13 +132.16% 102


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