To The Moon

As the leading telecommunications operator, China Mobile has seen a steady growth in revenue every year, and announced a cash dividend of more than 70% this year. Since its listing in 2021, the company has paid dividends twice, and the dividends for every 10 shares are around RMB 20. According to the past growth rate, the company's earnings per share in 22 years will be around RMB 6, so the dividend per share will reach around RMB 4. Even based on the company's Hong Kong stock price of around 65 yuan on March 13, the dividend rate is 6%. That's a pretty good calculation. Recently, the regulatory authorities have been calling "China Special Evaluation", and companies like China Mobile are actually worthy of market attention. Currently, the price of H-shares is more than one-third lower than that of A-shares. Although the market is different, there will be some differences in valuation, but companies like China Mobile are very stable and have a certain room for arbitrage. Similar to Kweichow Moutai, both sides fluctuate in the same direction as the macro economy. The difference is that China Mobile's return on investment is a continuous process. Large scale, with a certain social nature. The brand value of Kweichow Moutai is even more unique. China Mobile is a business with many people for very little money; Kweichow Moutai is a business with few people for a lot of money. The customer base of the two is different, and the development path is also very different. The revaluation of the value of state-owned enterprises and central enterprises this time may be the fuse of a new round of bull market and detonate the market. According to past laws, the current long-term inversion of bond interest rates in overseas markets has increased the risk of a hard fall in the US economy. Funds are out of risk aversion, and Hong Kong stocks and A shares are theoretically good targets. If the United States falls into a crisis in the next eight to six months, it may also be the peak of the A-share bull market. The value of central state-owned enterprises will become more prominent. As the leading telecommunications operator, China Mobile has seen a steady growth in revenue every year, and announced a cash dividend of more than 70% this year. Since its listing in 2021, the company has paid dividends twice, and the dividends for every 10 shares are around RMB 20. According to the past growth rate, the company's earnings per share in 22 years will be around RMB 6, so the dividend per share will reach around RMB 4. Even based on the company's Hong Kong stock price of around 65 yuan on March 13, the dividend rate is 6%. That's a pretty good calculation. Recently, the regulatory authorities have been calling "China Special Evaluation", and companies like China Mobile are actually worthy of market attention. Currently, the price of H-shares is more than one-third lower than that of A-shares. Although the market is different, there will be some differences in valuation, but companies like China Mobile are very stable and have a certain room for arbitrage. Similar to Kweichow Moutai, both sides fluctuate in the same direction as the macro economy. The difference is that China Mobile's return on investment is a continuous process. Large scale, with a certain social nature. The brand value of Kweichow Moutai is even more unique. China Mobile is a business with many people for very little money; Kweichow Moutai is a business with few people for a lot of money. The customer base of the two is different, and the development path is also very different. The revaluation of the value of state-owned enterprises and central enterprises this time may be the fuse of a new round of bull market and detonate the market. According to past laws, the current long-term inversion of bond interest rates in overseas markets has increased the risk of a hard fall in the US economy. Funds are out of risk aversion, and Hong Kong stocks and A shares are theoretically good targets. If the United States falls into a crisis in the next eight to six months, it may also be the peak of the A-share bull market. The value of central state-owned enterprises will become more prominent. $HSI(HSI)$ $Meituan(03690)$ $XPeng Inc.(XPEV)$ $BYD COMPANY(01211)$ $Nasdaq100 Bear 3X ETF(SQQQ)$ @Daily_Discussion @TigerStars @Tiger_chat @MillionaireTiger