Why a Partnership Would Be a Huge Catalyst for Apple Inc. (AAPL) and China Mobile Ltd. (ADR) (CHL)

Consider the big picture

Clearly, Apple Inc. (NASDAQ:AAPL) needs a catalyst. The company is still under heavy pressure in the post-Steve Jobs era, suffering from a pronounced product cycle lull.

At the same time, the rapid pace of economic growth and favorable demographic shifts in China make it a high priority for any company looking for new avenues for growth.

Don’t kid yourself: it’s in both Apple Inc. (NASDAQ:AAPL)’s and China Mobile Ltd. (ADR) (NYSE:CHL)’s best interests to see this partnership materialize and you can bet each side is seeing dollar signs in the wake of their meeting.

As the saying goes, numbers don’t lie. There are 700 million reasons for Apple Inc. (NASDAQ:AAPL) (and, for that matter, China Mobile Ltd. (ADR) (NYSE:CHL)) shareholders to want to see this partnership come to fruition, and if it does, it represent a huge opportunity.

Even if the partnership doesn’t happen right away, shareholders of each stock will receive strong dividends in the interim. Apple Inc. (NASDAQ:AAPL) and China Mobile Ltd. (ADR) (NYSE:CHL) yield 2.7% and 3.8%, respectively, so investors are being paid well to wait for this catalyst to materialize. And, if it does, shareholders will likely enjoy the capital gains that have been so hard to come by over the past year.

The article Why a Partnership Would Be a Huge Catalyst for Apple and China Mobile originally appeared on Fool.com and is written by Robert Ciura.

Robert Ciura owns shares of Apple. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple and China Mobile. Robert is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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