SG#C MOBRC2809G

China Mobile Holds AI Eco-conference

Mortorel Thread Completes Full Process Adaptation and Verification for the Jiutian 35B Model

China Mobile's Jiutian 35B Model Soon to be Released, Beregn Technology Completes Compatibility Verification

China Mobile and OPPO Jointly Launch eSIM Supported Flagship Phones

China Mobile Optimizes Business Structure but Sees Service Revenue Decline in Q1

China Mobile Launches TianTong Satellite Calling Service

China Mobile to Hold Annual General Meeting on May 21, 2026

Zhao Hangbin Delivers Keynote Speech: Home Networks Evolving Towards Proactive Intelligence

China Mobile Releases 5G-A Super Uplink Technical Evolution and Planning White Paper and Establishes Test Base

China Mobile Launches AI Computing Power Token Packages to Promote AI Popularization

UBS Maintains 'Neutral' Rating on China Mobile with Target Price of HKD 81

Morgan Stanley Analyzes China Mobile's Q1 Earnings Exceeding Expectations

Morgan Stanley Maintains China Mobile's 'In-Line With Market' Rating

Citi Releases Below-Expectations Q1 2026 Earnings Report for China Mobile

China Mobile Releases First Quarter 2023 Earnings Report, Shareholder Profits Decline

China Mobile Announces First Quarter 2026 Customer Data

CHINA MOBILE released FY2026 Q1 earnings on April 20 During-Market (BJT), actual revenue HKD 302.12 B (forecast HKD 293.06 B), actual EPS HKD 1.5305 (forecast HKD 1.4965)

China Mobile Unveils Single-Channel 400G Ethernet Physical Layer Report

China Mobile's Acquisition Post, HKBN's Mid-Year Earnings and Dividend Yield Under Scrutiny

DBS Downgrades China Mobile's Profit Forecast but Maintains Buy Rating

CH GOLD CLASSIC

STARGLORY HLDGS

CHI HO DEV

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CENTRALCHINA MT

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CHINA PARTYTIME

CHINA CBM

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HANVEY GROUP

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HSBC Research analyzed the 1Q results of Chinese telecom companies, noting a decline in service revenue and net profit due to increased value-added tax. CHINA MOBILE showed resilience with a smaller YoY decline in service revenue and a significant rise in operating cash flow, prompting a Buy rating. In contrast, CHINA TELECOM's results fell short of expectations, leading to a downgrade to Hold. CHINA UNICOM had mixed results, while CHINA TOWER saw revenue growth but missed EBITDA forecasts. HSBC adjusted target prices for these stocks accordingly.

AASTOCKS News

CHINA MOBILE

China Mobile

CHINA TELECOM

CHINA UNICOM

China Unicom

CHINA TOWER

CN Mobile HK SDR 5to1

CHINA MOBILE-R

HSBC Research: Divergent 1Q Results for Chinese Telecoms; Favors CHINA MOBILE, Downgrades CHINA TELECOM to Hold

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G Sachs reported a net inflow of USD2.1 billion into Hong Kong stocks by Southbound funds last week, totaling USD33 billion for the year. Major net buys included CNOOC (USD202M), CCB (USD174M), and China Mobile (USD136M). Major net sells featured Alibaba (USD287M), Tencent (USD156M), and YOFC (USD47M).

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

TENCENT

BABA-W

Alibaba

G Sachs Lists Major Net Buys and Net Sells of Hong Kong Stocks by Southbound Funds Last Week (Table)

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In 1Q26, China's telecom service revenue fell by 1.8% year-on-year to RMB439.4 billion, according to the Ministry of Industry and Information Technology (MIIT). However, the total telecom business volume rose by 8.3% year-on-year when adjusted for constant prices. By the end of March, the total number of mobile subscribers reached 1.836 billion, with 5G subscribers accounting for 1.254 billion, representing 68.3% of the total and a net increase of 49.53 million from the previous year.

China Southern CSI Communication Service ETF

ChinaAMC CSI 5G Communication ETF

Harvest CNI Communication ETF

MIIT: 1Q26 Telecom Service Revenue Down 1.8% YoY; Total Telecom Business Volume Up 8.3% YoY

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The Hong Kong stock market has seen a rise of over 320 points or 1.2% recently, with the Hang Seng Index closing at 26,487.48. Despite this, the outlook for Asian markets remains negative due to geopolitical tensions in the Middle East. Major stocks showed mixed results, with AIA and Alibaba declining, while Baidu and China Mobile saw gains. Wall Street's performance was weak, influenced by rising crude oil prices and disappointing market trends. Overall, the market may experience consolidation in the coming days.

nasdaq

Hang Seng Index

ISHARESHSI

BIDU-SW

Baidu

BANK OF CHINA

Bank Of China

BOC HONG KONG

CHINA LIFE

China Life

CM BANK

China Merchants Bank

JD-SW

JD.com

SINOPEC CORP

Sinopec Corp.

CHINA SHENHUA

CSEC/China Shenhua

CITIC

CNOOC

HKEX

HSBC HOLDINGS

HSBC

ICBC

PETROCHINA

MEITUAN

NTES-S

NetEase

NONGFU SPRING

PING AN

Ping An

SMIC

SHK PPT

XIAOMI-W

WUXI APPTEC

WuXi AppTec

ZIJIN MINING

Zijin Mining

Dow Jones Industrial Average

NASDAQ Composite Index

S&P 500

Unitedhealth

D.R. Horton

Nasdaq

AIA-R

AIA Group

BABA-WR

Alibaba HK SDR 5to1

BIDU-SWR

Bank of China

JD-SWR

CNOOC-R

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

HSBC 5xShortSG241213

HSBC Holdings Plc

PetroCN HK SDR 1to2

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

PING AN-R

Ping An Insurance

SMIC HK SDR 5to1

SHK PPT-R

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Xiaomi Corporation

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Xiaomi HK SDR 2to1

Consolidation Expected For Hong Kong Shares

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The State Council issued opinions on promoting capacity expansion and quality improvement in the service sector, emphasizing the deep implementation of large-scale 5G applications, advancing 5G-A network development, and strengthening 6G technology research. It also mentioned appropriately ahead-of-schedule construction of mobile IoT and the development of satellite internet application services

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Yinhua CSI 5G Communication Theme ETF

State Council: Strengthen R&D of Sixth-Generation Mobile Communication (6G), Advance Mobile IoT Construction

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On April 21, the Hong Kong stock market closed with the Hang Seng Index and the National Enterprises Index both rising, while the Hang Seng Technology Index slightly retreated. The technology growth sector surged strongly, with consumer and some electronic stocks active. Mainstream funds flowed around popular growth and new consumption directions, showing a clear structural differentiation in market styles. Investors are paying attention to macroeconomic conditions and policy risks, with high-quality blue chips and policy-benefiting sectors receiving a defensive allocation tendency

- On April 21, Hong Kong's stock indices showed divergence, with the Hang Seng Index rising 0.48% to 26,487.48 points, while the Hang Seng Tech Index slightly fell by 0.08%.  
- Significant movements included Longside Chanchin's rise of over 39%, indicating strong investor interest in tech growth stocks, while new consumption stocks like Auntie Ho also saw notable increases.  
- The market faces heightened volatility risks as investors remain vigilant toward changes in the macroeconomic environment and geopolitical risks.

LB Select

GPIXEL

JOYSON ELEC

AUNTEA JENNY

MANYCORE TECH

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Hong Kong stock market closing | The Hang Seng Index rose 0.48% to stabilize at 26,487 points, with technology growth stocks leading the gains, AUNTEA JENNY rose nearly 15%

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0421 | Dolphin Research Watchlist: 🐬 Macro/Industry. US Vice President Vance is expected to depart for Islamabad on the morning of Apr 21 ET (evening Beijing time) to push a new round of US–Iran ceasefire talks.The current two‑week truce expires on Apr 22. Iran had wavered but agreed to attend after mediation, with talks focused on extending the ceasefire and maritime blockades.Easing Middle East tensions would benefit global energy supply chains and shipping stability. In the near term, it should curb oil price volatility.🐬 Single stocks. $Apple(AAPL.US) officially announced...

AAPL pivots from the 'Cook era' to a hardware-first play; AMZN adds $5bn, doubling down on Anthropic | Daily News Recap

China Mobile announced its first-quarter results, with operating revenue increasing by 1% year-on-year to RMB 266.478 billion, and net profit decreasing by 4.2% year-on-year to RMB 29.342 billion. UBS has given China Mobile a "Neutral" rating and a target price of HKD 81, expecting dividends per share of RMB 4.8 and RMB 4.96 in the next two years. Management indicated that the dividend payout ratio will remain stable before increasing, with capital expenditure guidance set at RMB 136.6 billion, a year-on-year decrease of 9.5%. During the quarter, the net increase in mobile communication customers was 3.76 million, with a total of 668 million 5G network customers

AASTOCKS

UBS Group AG

Citigroup

Morgan Stanley

CITIGROUP INC 6.250 NON CUM SER II PFD WI

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The article "After the Performance" summarizes the latest target prices and views of brokerages after China Mobile announced its earnings

China Mobile's stock price rose nearly 2% today, reaching a high of HKD 83.65 in the early session, and is currently reported at HKD 83.25, up 1.77%. The company's first-quarter results showed an operating revenue growth of 1% year-on-year, but net profit and EBITDA decreased by 4.2% and 5%, respectively. Management expects revenue to maintain stable growth, with profits and net profit dividends also expected to grow in tandem

China Mobile's stock price rises nearly 2% as management expects stable revenue growth

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The negotiations for a ceasefire agreement between the U.S. and Iran have failed, leading to heightened tensions in the Middle East. The three major U.S. stock indices fell slightly on Monday, while international oil prices rebounded. The Hang Seng Index opened 81 points higher at 26,442 points, with mixed performance among tech stocks. VGT surged 57% on its debut, while China Mobile's revenue saw a slight increase in the first quarter, resulting in a modest rise in its stock price

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The US-Iran negotiations remain unresolved, the Hang Seng Index opened up 81 points, China Mobile slightly rose after its earnings report, and VGT surged 57% on its debut ｜ Hong Kong stock market opens

China Mobile (600941.SH/00941.HK) released its Q1 2026 results after the HK close on Apr 20 (Beijing time), for the quarter ended Mar 2026. Highlights: 1) Operating metrics — revenue held up.Total revenue was RMB 266.4bn (+1% YoY). The company’s telecom service revenue dipped slightly YoY this quarter.Product sales and other businesses posted double-digit YoY growth for a second consecutive quarter. Operating profit was RMB 29.0bn (-11% YoY)...

China Mobile: Tax Reform Skimming? Payouts Need to Be More Generous

China Mobile (941) announced its first-quarter results, with operating revenue of CNY 266.5 billion, a slight increase of 1.0% year-on-year; net profit of CNY 29.3 billion, a decrease of 4.2% year-on-year; and EBITDA of CNY 76.7 billion, a decline of 5.0% year-on-year. Revenue from core business was CNY 219.9 billion, down 1.1% year-on-year, but revenue from other businesses reached CNY 46.6 billion, a significant increase of 12.7% year-on-year. As of the end of March, the total number of mobile customers reached 1.009 billion, and the number of IoT connections exceeded 1.5 billion. Capital expenditure contracted, while cash reserves increased by 24%. China Mobile will continue to enhance its core competitiveness and promote technological innovation

China Mobile's EBITDA in the first quarter fell by 5%, while revenue from cloud computing and other businesses increased by 12.7%

SG#C MOBRC2809G(66509.HK)

HSBC Research: Divergent 1Q Results for Chinese Telecoms; Favors CHINA MOBILE, Downgrades CHINA TELECOM to Hold

G Sachs Lists Major Net Buys and Net Sells of Hong Kong Stocks by Southbound Funds Last Week (Table)

MIIT: 1Q26 Telecom Service Revenue Down 1.8% YoY; Total Telecom Business Volume Up 8.3% YoY

Consolidation Expected For Hong Kong Shares

State Council: Strengthen R&D of Sixth-Generation Mobile Communication (6G), Advance Mobile IoT Construction