China Telecom Corporation Limited

SEHK:728 Lagerbericht

Marktkapitalisierung: HK$624.7b

China Telecom Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

China Telecom wird ein jährliches Gewinn- und Umsatzwachstum von 5.4% bzw. 2.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 5.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7.9% betragen.

Wichtige Informationen

5.4%

Wachstumsrate der Gewinne

5.56%

EPS-Wachstumsrate

Telecom Gewinnwachstum8.3%
Wachstumsrate der Einnahmen2.6%
Zukünftige Eigenkapitalrendite7.87%
Analystenabdeckung

Good

Zuletzt aktualisiert14 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 07

728: Upcoming Dividend And Board Decisions Will Support Future Rerating Potential

Analysts have trimmed their HK$ fair value estimate for China Telecom from HK$6.33 to HK$6.30, linking the adjustment to updated views on long term revenue growth, profit margins and future P/E assumptions. What's in the News China Telecom reported operating statistics for the first quarter of 2026, with mobile subscribers at 440.55 million (Announcement of operating results).
Analyseartikel Apr 26

China Telecom Corporation Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in China Telecom Corporation Limited ( HKG:728 ) had a good week, as its shares rose 2.2% to close at HK$5.01...
Narrativ-Update Apr 23

728: Upcoming Board Decisions And Dividend Payout Will Support Rerating Potential

Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$6.69 to around HK$6.33 as they factor in updated assumptions for slower revenue growth, slightly lower profit margins and a reduced future P/E multiple. What's in the News A board meeting is scheduled for April 23, 2026 to review and approve financial results for China Telecom and its subsidiaries for the three months ended March 31, 2026 (Key Developments).
Narrativ-Update Apr 08

728: Expanded Subscriber Base And Higher P/E Assumptions Will Support Future Upside

Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$8.82 to about HK$8.44, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Reported fourth quarter 2025 operating statistics showing 438.65 million mobile subscribers and 201.12 million wireline broadband subscribers, highlighting the scale of the user base (Key Developments).
Analyseartikel Mar 27

China Telecom Corporation Limited (HKG:728) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, China Telecom Corporation Limited ( HKG:728 ) last week released its latest full-year, and things...
Narrativ-Update Mar 25

728: Future Board Decisions And Higher P/E Assumptions Will Support Rerating Potential

Analysts have modestly trimmed their HK$ price target for China Telecom, reflecting slightly softer revenue growth assumptions, a small adjustment in fair value, and an updated view on future P/E levels. What's in the News A board meeting is scheduled for March 24, 2026, to consider and approve the annual results of China Telecom and its subsidiaries for the year ended December 31, 2025 (Key Developments).
Narrativ-Update Mar 10

728: Governance Reforms Will Support Future Oversight Confidence And Rerating Potential

Analysts have reduced their fair value estimate for China Telecom from about HK$7.10 to around HK$6.94, reflecting slight adjustments to assumptions on revenue growth, profit margins and future P/E expectations in their models. What's in the News Shareholders approved amendments to China Telecom Corporation Limited's Articles of Association, updating the company's core governance document (Key Developments).
Narrativ-Update Feb 24

728: Governance Changes And Margin Reset Will Shape A Balanced Upside Outlook

Analysts have trimmed their price target on China Telecom to HK$5.50 from HK$6.00, pointing to updated assumptions around slightly higher revenue growth, a lower profit margin profile, a marginally higher discount rate and a modestly higher future P/E multiple. What's in the News Shareholders approved amendments to China Telecom Corporation Limited's Articles of Association, signaling an update to the company's formal governance framework (Key Developments).
Narrativ-Update Feb 09

728: Governance Reforms Will Support Margin Resilience And Rerating Potential

Analysts have revised their fair value estimate for China Telecom to US$7.10 from US$7.32, citing updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News China Telecom approved amendments to its Articles of Association and the abolition of its Supervisory Committee, signaling a change in its corporate governance structure (Key Developments).
Narrativ-Update Jan 26

728: Governance Overhaul And Higher Profitability Expectations Will Support Future Upside

Analysts have nudged their fair value estimate for China Telecom higher from ¥8.54 to ¥8.82, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly shift the balance between expected growth and profitability. What's in the News The board proposes amendments to the Articles of Association, including abolishing the Supervisory Committee, to reflect updated laws, regulations and the company’s operating needs (Key Developments).
Analyseartikel Jan 26

Is Now The Time To Put China Telecom (HKG:728) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Narrativ-Update Jan 12

728: Governance Overhaul And Expanding Subscriber Base Will Support Upside Outlook

Analysts have trimmed their price target for China Telecom to US$6.00 from about US$6.09, citing updated assumptions that combine slightly higher expected revenue growth with modestly lower profit margins and a somewhat reduced future P/E multiple. What's in the News China Telecom approved amendments to its Articles of Association and the abolition of its Supervisory Committee, signaling a planned change to its governance structure.
Analyseartikel Jan 07

China Telecom Corporation Limited's (HKG:728) Business Is Yet to Catch Up With Its Share Price

With a median price-to-earnings (or "P/E") ratio of close to 12x in Hong Kong, you could be forgiven for feeling...
Narrativ-Update Dec 27

728: Governance Reforms And Mobile Scale Will Support Balanced Forward Outlook

Analysts have nudged their price target on China Telecom modestly higher to reflect slightly faster expected revenue growth, marginally improved profit margins, and a small uplift in fair value to about $6.09 from roughly $6.07, even as future valuation multiples ease a bit. What's in the News Shareholders approved amendments to the Articles of Association, including abolishing the Supervisory Committee, as part of an update to China Telecom's corporate governance framework (company filing) The board proposed further amendments to the Articles of Association and related procedural rules to align with the new PRC Company Law, updated CSRC guidelines, Hong Kong listing rules, and the company's evolving business scope (company announcement) A special shareholders meeting scheduled for December 16, 2025 in Beijing will vote on governance rule changes, the election of independent non executive director Mr. Lee Sunny Wai Kwong, and his remuneration package (meeting notice) China Telecom reported 437.19 million mobile subscribers for the third quarter of 2025, highlighting steady growth in its core mobile base (operating statistics) A board meeting on October 21, 2025 will review and approve financial results for the nine months ended September 30, 2025 (board agenda) Valuation Changes Fair value per share has risen slightly to about HK$6.09 from roughly HK$6.07, reflecting a modest upward adjustment in intrinsic valuation.
Analyseartikel Dec 16

Slowing Rates Of Return At China Telecom (HKG:728) Leave Little Room For Excitement

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Narrativ-Update Dec 13

728: Governance Changes And Stable Wireless Scale Will Shape Balanced Outlook

Analysts have raised their price target on China Telecom from approximately 5.20 dollars to about 6.07 dollars. This reflects growing confidence in the company’s slightly faster revenue growth, modestly improving profit margins, and the potential for a higher future earnings multiple.
Analyseartikel Oct 03

Earnings Not Telling The Story For China Telecom Corporation Limited (HKG:728)

There wouldn't be many who think China Telecom Corporation Limited's ( HKG:728 ) price-to-earnings (or "P/E") ratio of...
Narrativ-Update Sep 05

AI And Quantum Advancements Will Drive Cloud And IoT Expansion

China Telecom’s higher future P/E multiple paired with a slight reduction in revenue growth forecasts suggests increased valuation pressure despite a marginal dip in the consensus price target from HK$7.35 to HK$7.32. What's in the News Announced interim dividend of RMB 0.1812 per share for the first half of 2025.
Analyseartikel Aug 05

Returns On Capital At China Telecom (HKG:728) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Jul 18

Is China Telecom (HKG:728) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 10

Subdued Growth No Barrier To China Telecom Corporation Limited's (HKG:728) Price

With a price-to-earnings (or "P/E") ratio of 14.6x China Telecom Corporation Limited ( HKG:728 ) may be sending bearish...
Analyseartikel May 23

China Telecom (HKG:728) Is Due To Pay A Dividend Of CN¥0.1006

China Telecom Corporation Limited ( HKG:728 ) will pay a dividend of CN¥0.1006 on the 18th of July. The payment will...
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Neues Narrativ May 11

AI And Quantum Advancements Will Drive Cloud And IoT Expansion

Strategic investments in AI, Quantum tech, and cloud services are set to improve margins and significantly boost revenue and earnings.

Gewinn- und Umsatzwachstumsprognosen

SEHK:728 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CNY Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028551,22834,23754,770126,4809
12/31/2027544,33132,82457,989141,07214
12/31/2026533,18230,82053,547129,18514
3/31/2026520,39431,67163,121137,249N/A
12/31/2025523,92533,18551,371124,519N/A
9/30/2025531,71934,48758,474134,948N/A
6/30/2025532,87534,21751,486133,656N/A
3/31/2025523,57433,27946,008135,278N/A
12/31/2024523,56933,01254,997145,268N/A
9/30/2024521,26532,64434,999122,590N/A
6/30/2024520,89832,10534,139130,672N/A
3/31/2024512,74831,059N/AN/AN/A
12/31/2023513,55130,44647,642137,508N/A
9/30/2023504,72030,15142,726132,744N/A
6/30/2023499,79329,45546,031136,871N/A
3/31/2023492,40728,35448,494137,034N/A
12/31/2022481,44827,59346,727136,432N/A
9/30/2022473,99927,16544,753132,736N/A
6/30/2022462,63526,49749,807134,995N/A
3/31/2022452,86426,73047,492137,450N/A
12/31/2021439,55325,94952,685137,533N/A
9/30/2021429,27725,47152,185152,767N/A
6/30/2021418,99524,64450,136134,609N/A
3/31/2021405,52421,46945,690136,522N/A
12/31/2020393,56120,85043,512132,260N/A
9/30/2020383,72820,834N/AN/AN/A
6/30/2020379,04920,55743,751124,859N/A
3/31/2020373,95320,383N/AN/AN/A
12/31/2019375,73420,517N/A112,600N/A
9/30/2019374,97920,565N/AN/AN/A
6/30/2019374,58321,549N/A101,636N/A
3/31/2019376,64621,468N/AN/AN/A
12/31/2018377,12421,210N/A99,298N/A
9/30/2018376,23319,123N/AN/AN/A
6/30/2018374,94319,632N/A100,191N/A
3/31/2018371,11718,964N/AN/AN/A
12/31/2017366,22918,617N/A96,502N/A
9/30/2017363,68519,003N/AN/AN/A
6/30/2017360,02118,900N/A101,787N/A
3/31/2017357,59918,250N/AN/AN/A
12/31/2016352,53418,018N/A101,135N/A
9/30/2016348,70121,236N/AN/AN/A
6/30/2016343,07720,747N/A100,686N/A
3/31/2016336,17520,127N/AN/AN/A
12/31/2015331,20220,054N/A108,750N/A
9/30/2015327,10317,872N/AN/AN/A
6/30/2015323,37417,224N/A106,832N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 728Das prognostizierte Gewinnwachstum (5.4% pro Jahr) liegt über der Sparquote (3%).

Ertrag vs. Markt: 728Die Erträge des Unternehmens (5.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Hong Kong (12.6% pro Jahr).

Hohe Wachstumserträge: 728Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: 728Die Einnahmen des Unternehmens (2.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Hong Kong (8.7% pro Jahr).

Hohe Wachstumseinnahmen: 728Die Einnahmen des Unternehmens (2.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 728Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7.9%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 10:24
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

China Telecom Corporation Limited wird von 49 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Anand RamachandranBarclays
Chris LaneBernstein
Wai Kit ChuBofA Global Research