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: Â 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!