Loading...
Back to narrative

941: Higher Profit Margins Will Support Stronger Share Performance Ahead

Update shared on 14 Dec 2025

Fair value Increased 1.04%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
13.7%
7D
-1.2%

Analysts have nudged their price target for China Mobile slightly higher to approximately $103.22 from about $102.15, citing improved profit margin expectations that more than offset modestly lower growth assumptions and a slightly higher discount rate.

Valuation Changes

  • Fair Value: nudged higher from HK$102.15 to HK$103.22, reflecting a modest upward revision.
  • Discount Rate: increased slightly from 6.89% to 7.02%, implying a marginally higher required return.
  • Revenue Growth: trimmed from 2.98% to about 2.64%, indicating slightly more conservative top line assumptions.
  • Net Profit Margin: raised modestly from 14.20% to about 14.41%, signaling improved profitability expectations.
  • Future P/E: reduced meaningfully from 17.25x to about 15.57x, pointing to a lower implied valuation multiple.

Have other thoughts on China Mobile?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.