Reading the Tea Leaves at China Mobile (CHL)
There has been a lot of confusion around China Mobile’s (CHL) future prospects in the wireless market. China Mobile is currently building out a 3G network standard known as TD-SCDMA, created in China and rife with protectionistic tones and technical snafus. The Chinese Ministry of Industry and Information Technology has mandated that China Mobile build [...]
Asian Markets Up; China Mobile to Report Today (CHL)
The Shanghai Index has been essentially flat today, but other Asian markets are markedly higher on the news of a $150 billion “backstop” plan by South Korea for loans and bank capital; The Hang Seng was up over 4% in mid-day trading, while the Nikkei was up about 3%.
The other big news today was China’s [...]
China Mobile Looks Like Value Stock, Smells Like Growth (CHL)
I’ve been intrigued at just the concept of “China Mobile” for many years. It stands to reason that some company is going to lead the way in providing mobile phone services to the Chinese economy, and that company would make truckloads of money in the process. China Mobile (CHL) is the definite #1 at more [...]
Adding Mid-Growth Yield to Secular Trends Portfolio (CHL, BMY, AA)
Because the Secular Trends Portfolio needs to have a long view of the horizon, I am stepping in today to pick up some mid-to-high yielding names that offer some growth opportunities. Today’s market is rife with landmines, and picking up Alcoa (AA) along with its 3% yield could be one of them. The company’s cash [...]
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