China Mobile Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
China Mobile verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 4.8%, während die Gewinne der Branche Wireless Telecom jährlich um rückläufig und zwar um 0.05%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 5.5%. Die Eigenkapitalrendite von China Mobile beträgt 9.5% und die Nettomargen betragen 12.9%.
Wichtige Informationen
4.82%
Wachstumsrate der Gewinne
3.74%
EPS-Wachstumsrate
| Wireless Telecom Wachstum der Industrie | 3.69% |
| Wachstumsrate der Einnahmen | 5.50% |
| Eigenkapitalrendite | 9.53% |
| Netto-Marge | 12.90% |
| Nächste Ertragsaktualisierung | 14 Aug 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Jun 24
941: Network Upgrade And 2025 Dividend Policy Will Support Repricing Potential
China Mobile's analyst price target has been adjusted slightly, with the updated fair value moving by HK$0.04 to HK$96.78 as analysts refine their assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for China Mobile China Mobile Hong Kong Company Limited (CMHK) received approval from the Communications Authority to cease its 2G service, becoming the first mobile network operator in Hong Kong to focus solely on 4G, 5G and 5.5G services.Narrative-Update • Jun 05
941: 2025 Dividend Policy Will Support Future Upside Repricing Potential
Analysts have made a small upward adjustment to their HK$ fair value estimate for China Mobile, citing slightly refined assumptions around future P/E, discount rate, revenue growth, and profit margins as they refresh their valuation work. What's in the News The board recommends a 2025 final dividend of HK$2.52 per share, bringing the total 2025 dividend to HK$5.27 per share, with a stated dividend payout ratio of 75% for the year.Narrative-Update • May 18
941: Dividend Policy And 2025 Payout Outlook Will Support Future Upside Repricing
Analysts have marginally adjusted the fair value estimate for China Mobile to HK$96.76, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News The board recommended a final dividend of HK$2.52 per share for the year ended December 31, 2025, with total 2025 dividends of HK$5.27 per share and a stated payout ratio of 75%, subject to shareholder approval at the 2026 AGM (Key Developments).
Neues Narrative • May 17
China Mobile’s strategy is centered on communications, computing, AI
Investment Memorandum – China Mobile Limited Executive Summary China Mobile Limited (“China Mobile” or “the Company”) remains the world’s largest telecommunications operator by subscriber base and a leading integrated provider of communications, computing, and AI services. The Company demonstrates resilient financial performance , strong cash generation, and a clear strategic pivot toward high-growth digital infrastructure and AI-driven services.Narrative-Update • Apr 26
941: Dividend Policy And CEO Transition Will Support Future Upside Repricing
Analysts have lowered their fair value estimate for China Mobile from HK$98.38 to HK$96.01. This reflects updated views on slightly higher projected revenue growth, a marginally stronger profit margin, and a lower assumed future P/E multiple.Analyseartikel • Apr 23
China Mobile Limited (HKG:941) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
As you might know, China Mobile Limited ( HKG:941 ) just kicked off its latest first-quarter results with some very...Narrative-Update • Apr 12
941: Dividend Commitment And CEO Transition Will Support Future Upside Repricing
Analysts have slightly reduced their fair value estimate for China Mobile to HK$98.38 from HK$98.52, reflecting updated assumptions for a lower discount rate, more moderate revenue growth, a small change in profit margin, and a slightly higher future P/E multiple. What's in the News The board recommends a final dividend of HK$2.52 per share for 2025, bringing the full year 2025 dividend to HK$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.Analyseartikel • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...Analyseartikel • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...Narrative-Update • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.Narrative-Update • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ fair value estimate for China Mobile to HK$99.77 from about HK$100.04, reflecting updated assumptions for revenue growth, profit margin and future P/E, while leaving their overall view broadly unchanged. What's in the News China Mobile announced that Chief Executive Officer Mr. He Biao has resigned due to a work reassignment, effective 12 February 2026.Narrative-Update • Feb 26
941: Connected Agreements And CEO Transition Will Support Future Share Revaluation
Analysts have slightly reduced their fair value estimate for China Mobile to HK$100.04 from HK$100.76, reflecting more cautious assumptions on revenue growth, profit margins and future P/E levels. What's in the News CEO change: Mr. He Biao resigned as Chief Executive Officer of China Mobile effective 12 February 2026 due to a work reassignment, with no reported disagreement with the Board or issues requiring shareholder attention (company announcement).Narrative-Update • Feb 10
941: Connected Construction Agreements Will Support Margins And Future Share Revaluation
Analysts have lowered their fair value estimate for China Mobile from ¥105.55 to ¥100.76, citing revised views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News China Mobile entered into a 2026 Telecommunication Facilities Construction Services Agreement with CMCC, covering planning, design, consultation, construction and maintenance services for telecommunication facilities and equipment for one year from January 1, 2026 to December 31, 2026 (Key Developments).Analyseartikel • Feb 04
We Think China Mobile (HKG:941) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative-Update • Jan 25
941: Connected Construction Agreements Will Support Margins And Stronger Future Share Performance
Analysts have made a small upward adjustment to their price target for China Mobile, lifting it from HK$105.24 to HK$105.55. This reflects minor tweaks to fair value assumptions and future P/E estimates, while keeping growth and margin expectations broadly unchanged.Narrative-Update • Jan 11
941: Connected Construction Agreement Will Support Higher Margins And Stronger Share Performance
Analysts have nudged their price target for China Mobile higher from HK$103.22 to around HK$105.24. This reflects updated views on fair value, profit margin assumptions and future P/E levels.Narrative-Update • Dec 14
941: Higher Profit Margins Will Support Stronger Share Performance Ahead
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.Analyseartikel • Dec 03
Here's What To Make Of China Mobile's (HKG:941) Decelerating Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analyseartikel • Nov 11
Some Shareholders Feeling Restless Over China Mobile Limited's (HKG:941) P/E Ratio
With a median price-to-earnings (or "P/E") ratio of close to 13x in Hong Kong, you could be forgiven for feeling...Narrative-Update • Sep 25
Digital Transformation And Advanced Networks Will Empower Telecom Expansion
China Mobile’s consensus price target was only slightly raised, as a higher future P/E multiple was offset by lower revenue growth expectations. What's in the News China Mobile announced an interim cash dividend of HKD 2.75 per share for the first half of 2025, payable on 17 September.Analyseartikel • Aug 12
China Mobile (HKG:941) Has Announced That It Will Be Increasing Its Dividend To CN¥2.75
China Mobile Limited ( HKG:941 ) will increase its dividend from last year's comparable payment on the 17th of...Neues Narrative • Jun 22
Digital Transformation And Advanced Networks Will Empower Telecom Expansion
Rapid expansion in digital and AI-driven services, alongside leadership in next-gen networks, positions the company for higher-margin growth and broader market opportunities.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie China Mobile Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 1,052,905 | 135,806 | 120,238 | 29,965 |
| 31 Dec 25 | 1,050,187 | 137,095 | 120,491 | 29,253 |
| 30 Sep 25 | 1,043,967 | 142,845 | 125,236 | 28,163 |
| 30 Jun 25 | 1,037,784 | 142,407 | 126,428 | 26,574 |
| 31 Mar 25 | 1,040,812 | 139,395 | 125,080 | 28,352 |
| 31 Dec 24 | 1,040,759 | 138,373 | 126,305 | 28,163 |
| 30 Sep 24 | 1,025,207 | 137,141 | 68,124 | 13,610 |
| 30 Jun 24 | 1,025,334 | 135,794 | 124,459 | 32,167 |
| 31 Mar 24 | 1,022,270 | 133,308 | 123,052 | 28,900 |
| 31 Dec 23 | 1,009,309 | 131,766 | 118,005 | 28,711 |
| 30 Sep 23 | 989,332 | 132,433 | 116,814 | 21,477 |
| 30 Jun 23 | 971,044 | 131,357 | 112,652 | 19,604 |
| 31 Mar 23 | 960,685 | 127,902 | 112,589 | 18,566 |
| 31 Dec 22 | 937,259 | 125,459 | 108,991 | 18,091 |
| 30 Sep 22 | 923,115 | 127,507 | 106,284 | 17,779 |
| 30 Jun 22 | 901,545 | 127,094 | 133,649 | 22,579 |
| 31 Mar 22 | 877,149 | 117,505 | 106,787 | 16,198 |
| 31 Dec 21 | 848,258 | 115,937 | 105,589 | 15,577 |
| 30 Sep 21 | 842,300 | 113,205 | 145,621 | 9,513 |
| 30 Jun 21 | 821,854 | 111,196 | 61,214 | 0 |
| 31 Mar 21 | 785,199 | 108,399 | 87,511 | 1,718 |
| 31 Dec 20 | 768,070 | 107,843 | 62,175 | 0 |
| 30 Sep 20 | 753,617 | 106,441 | 67,756 | 0 |
| 30 Jun 20 | 746,353 | 106,343 | 64,776 | 0 |
| 31 Mar 20 | 742,217 | 106,441 | 67,756 | 0 |
| 31 Dec 19 | 745,917 | 106,641 | 67,756 | 0 |
| 30 Sep 19 | 735,819 | 104,581 | 123,898 | 0 |
| 30 Jun 19 | 734,414 | 108,203 | 61,809 | 0 |
| 31 Mar 19 | 736,319 | 115,681 | 123,898 | 0 |
| 31 Dec 18 | 736,819 | 117,781 | 60,326 | 0 |
| 30 Sep 18 | 738,714 | 117,179 | 122,573 | 0 |
| 30 Jun 18 | 743,475 | 117,245 | 88,714 | 0 |
| 31 Mar 18 | 742,014 | 115,279 | 122,573 | 0 |
| 31 Dec 17 | 740,514 | 114,279 | 122,573 | 0 |
| 30 Sep 17 | 735,221 | 112,741 | 112,452 | 0 |
| 30 Jun 17 | 726,941 | 110,844 | 116,854 | 0 |
| 31 Mar 17 | 714,921 | 109,641 | 112,452 | 0 |
| 31 Dec 16 | 708,421 | 108,741 | 112,452 | 0 |
| 30 Sep 16 | 690,835 | 111,239 | 79,483 | 0 |
| 30 Jun 16 | 692,995 | 111,775 | 120,682 | 0 |
| 31 Mar 16 | 682,535 | 108,639 | 79,483 | 0 |
| 31 Dec 15 | 668,335 | 108,539 | 100,151 | 0 |
| 30 Sep 15 | 683,614 | 111,138 | 19,138 | 0 |
Qualität der Erträge: 941 hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: 941Die aktuellen Gewinnspannen (12.9%) sind niedriger als im letzten Jahr (13.4%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: 941In den letzten 5 Jahren sind die Gewinne von 4.8% jährlich gestiegen.
Beschleunigtes Wachstum: 941Das Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: 941 hatte im vergangenen Jahr ein negatives Gewinnwachstum (-2.6%), was einen Vergleich mit dem Branchendurchschnitt Wireless Telecom (-2.6%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: 941Die Eigenkapitalrendite des Unternehmens (9.5%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/28 19:13 |
| Aktienkurs zum Tagesende | 2026/07/28 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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 Mobile Limited wird von 42 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.
| Analyst | Einrichtung |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Bertram Lai | CGS International |