China Mobile Limited
CHL
position
long
Rupal Bhansali
Thesis
China Mobile is a dominant wireless carrier in China with over 750 million subscribers and a 66% market share. The company is expected to benefit from the increasing data usage as consumers migrate to smartphones, and its current valuation implies low growth, which does not reflect its potential for double-digit growth in free cash flows.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis suggests potential for growth based on increasing data usage and market position, but without evidence of actual performance or developments, the outcome remains uncertain.
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