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China Telecom Corporation LimitedInforme acción SEHK:728

Capitalización bursátil HK$634.3b
Precio de las acciones
HK$5.07
HK$6.31
19.6% infravalorado descuento intrínseco
1Y-12.3%
7D-0.4%
1D
Valor de la cartera
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China Telecom Corporation Limited

Informe acción SEHK:728

Capitalización de mercado: HK$634.3b

China Telecom (728) Resumen de Acciones

China Telecom Corporation Limited, junto con sus filiales, proporciona comunicaciones móviles, comunicaciones alámbricas y por satélite, acceso a Internet, computación en la nube y potencia de cálculo, IA, big data, cuántica, integración de TIC en la República Popular China. Saber más

Análisis fundamental de 728
Puntuación del snowflake
Valoración6/6
Crecimiento futuro1/6
Rendimiento pasado2/6
Salud financiera5/6
Dividendos4/6

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Competidores de China Telecom Corporation Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del China Telecom
Precios históricos de las acciones
Precio actual de la acciónHK$5.07
Máximo en las últimas 52 semanasHK$6.49
Mínimo de 52 semanasHK$4.75
Beta0.49
Cambio en 1 mes-7.65%
Variación en 3 meses1.20%
Cambio de 1 año-12.28%
Variación en 3 años31.01%
Variación en 5 años114.83%
Variación desde la OPV249.66%

Noticias y actualizaciones recientes

Actualización de narrativa May 28

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

Analysts have now set their fair value estimate for China Telecom at HK$6.31, up slightly from the previous estimate of HK$6.30. This change reflects updated assumptions around the discount rate, profit margin, revenue growth and future P/E that remain broadly consistent with prior expectations.
Actualización de narrativa 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).
Artículo de análisis 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...

Recent updates

Actualización de narrativa May 28

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

Analysts have now set their fair value estimate for China Telecom at HK$6.31, up slightly from the previous estimate of HK$6.30. This change reflects updated assumptions around the discount rate, profit margin, revenue growth and future P/E that remain broadly consistent with prior expectations.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
User avatar
Nueva narrativa 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.

Rentabilidad de los accionistas

728HK TelecomMercado HK
7D-0.4%-5.1%-4.0%
1Y-12.3%-14.8%4.5%

Rentabilidad vs. Industria: 728 superó a la industria Hong Kong Telecom, que obtuvo un rendimiento del -14.8% el año pasado.

Rentabilidad vs. Mercado: 728 obtuvo unos resultados inferiores a los del mercado Hong Kong, que fueron del 4.5% el año pasado.

Volatilidad de los precios

Is 728's price volatile compared to industry and market?
728 volatility
728 Average Weekly Movement3.5%
Telecom Industry Average Movement3.2%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.0%
10% least volatile stocks in HK Market3.5%

Precio estable de las acciones: 728 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Hong Kong.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 728 (3%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2002277,911Ruiwen Kewww.chinatelecom-h.com/en/global/home.php

China Telecom Corporation Limited, junto con sus filiales, ofrece comunicaciones móviles, comunicaciones alámbricas y por satélite, acceso a internet, computación en la nube y potencia informática, IA, big data, cuántica, integración de TIC en la República Popular China. Ofrece comunicaciones móviles, por cable y familiares inteligentes, digitalización industrial y otros servicios. La empresa se constituyó en 2002 y tiene su sede en Pekín, China.

Resumen de fundamentos de China Telecom Corporation Limited

¿Cómo se comparan los beneficios e ingresos de China Telecom con su capitalización de mercado?
Estadísticas fundamentales de 728
Capitalización bursátilHK$634.31b
Beneficios(TTM)HK$36.63b
Ingresos (TTM)HK$601.80b
12.7x
Ratio precio-beneficio (PE)
0.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 728
IngresosCN¥520.39b
Coste de los ingresosCN¥371.48b
Beneficio brutoCN¥148.91b
Otros gastosCN¥117.24b
BeneficiosCN¥31.67b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.35
Margen bruto28.61%
Margen de beneficio neto6.09%
Ratio deuda/patrimonio2.0%

¿Cómo se ha desempeñado 728 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

6.2%
Rentabilidad actual por dividendo
79%
Ratio de pagos
¿Cuándo hay que comprar 728 para recibir un próximo dividendo?
fechas de dividendos de China Telecom
Fecha ex dividendoJun 02 2026
Fecha de pago de dividendosJul 08 2026
Días hasta ex dividendo9 days
Días hasta la fecha de pago de dividendos27 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 17:36
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

China Telecom Corporation Limited está cubierta por 48 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Anand RamachandranBarclays
Chris LaneBernstein
Wai Kit ChuBofA Global Research