20150612-JEFFERIES-中国移动(0941):CHINA_TMT_TOUR,KEY_TAKEAWAYS_FROM_MEETING_WITH_CHINA_MOBILE-770314

$中国移动(hk00941)$  
During Jefferies 13th China TMT tour,we hosted a meeting with China Mobile. Key takeaways:(1)4G net adds driven by affordable handsets(2)Expect FY15 Capex reduction to be more than 6.5% after 4G Capex peak.(3)Mobile data tariff is expected to decline by 35%+ in FY15,similar magnitude as seen in FY1 4. Expect strong price elasticity for data usage.Buy.
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