China Telecom (728) Aperçu de l'action
China Telecom Corporation Limited, avec ses filiales, fournit des communications mobiles, des communications filaires et par satellite, l'accès à Internet, l'informatique en nuage et la puissance de calcul, l'IA, le big data, le quantum, l'intégration des TIC en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 4/6 |
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Analyst Price Targets
China Telecom Corporation Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | HK$4.63 |
| Plus haut sur 52 semaines | HK$6.49 |
| Plus bas sur 52 semaines | HK$4.24 |
| Bêta | 0.52 |
| Variation sur 1 mois | -5.70% |
| Variation sur 3 mois | -5.51% |
| Variation sur 1 an | -18.63% |
| Variation sur 3 ans | 17.51% |
| Variation sur 5 ans | 48.40% |
| Évolution depuis l'introduction en bourse | 219.31% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 10
728: Supply Chain AI And Dividend Policy Will Shape A Balanced Outlook
Analysts have lowered their price target on China Telecom to reflect a revised fair value of HK$4.21, down from HK$5.50. They cited updated assumptions around revenue growth, profit margins and a more conservative future P/E of about 13x, compared with roughly 16x previously.
Mise à jour du récit • Jun 26
728: Expanding Subscriber Base And AI Agriculture Initiatives Will Support Future Upside
Analysts have modestly adjusted their price target on China Telecom, with fair value now estimated at around HK$8.23 compared with the previous HK$8.44, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions. What’s in the News for China Telecom China Telecom participated in the Green Agriculture Chain section of the 4th China International Supply Chain Expo, joining a global coalition to release a Joint Initiative focused on building a secure, resilient and digitally enabled agriculture and food supply chain.
Mise à jour du récit • Jun 11
728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential
Analysts have kept their HK$ fair value and key assumptions for China Telecom broadly unchanged, and the small move in the implied future P/E multiple reflects only fine-tuning of their models rather than a shift in the overall price target story. What's in the News China announced an approximately US$295b, five-year data center expansion plan, with state-backed telecom operators such as China Telecom expected to run most of the new facilities, according to recent news reports.Recent updates
Mise à jour du récit • Jul 10
728: Supply Chain AI And Dividend Policy Will Shape A Balanced Outlook
Analysts have lowered their price target on China Telecom to reflect a revised fair value of HK$4.21, down from HK$5.50. They cited updated assumptions around revenue growth, profit margins and a more conservative future P/E of about 13x, compared with roughly 16x previously.Mise à jour du récit • Jun 26
728: Expanding Subscriber Base And AI Agriculture Initiatives Will Support Future Upside
Analysts have modestly adjusted their price target on China Telecom, with fair value now estimated at around HK$8.23 compared with the previous HK$8.44, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions. What’s in the News for China Telecom China Telecom participated in the Green Agriculture Chain section of the 4th China International Supply Chain Expo, joining a global coalition to release a Joint Initiative focused on building a secure, resilient and digitally enabled agriculture and food supply chain.Mise à jour du récit • Jun 11
728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential
Analysts have kept their HK$ fair value and key assumptions for China Telecom broadly unchanged, and the small move in the implied future P/E multiple reflects only fine-tuning of their models rather than a shift in the overall price target story. What's in the News China announced an approximately US$295b, five-year data center expansion plan, with state-backed telecom operators such as China Telecom expected to run most of the new facilities, according to recent news reports.Mise à jour du récit • 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$6.30. This change reflects updated assumptions around the discount rate, profit margin, revenue growth and future P/E that remain broadly consistent with prior expectations.Mise à jour du récit • May 07
728: Upcoming Dividend And Board Decisions Will Support Future Rerating Potential
Analysts have trimmed their HK$ 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).Article d’analyse • 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$5.01...Mise à jour du récit • Apr 23
728: Upcoming Board Decisions And Dividend Payout Will Support Rerating Potential
Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$6.69 to around HK$6.33 as they factor in updated assumptions for slower revenue growth, slightly lower profit margins and a reduced future P/E multiple. What's in the News A board meeting is scheduled for April 23, 2026 to review and approve financial results for China Telecom and its subsidiaries for the three months ended March 31, 2026 (Key Developments).Mise à jour du récit • Apr 08
728: Expanded Subscriber Base And Higher P/E Assumptions Will Support Future Upside
Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$8.82 to about HK$8.44, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Reported fourth quarter 2025 operating statistics showing 438.65 million mobile subscribers and 201.12 million wireline broadband subscribers, highlighting the scale of the user base (Key Developments).Article d’analyse • Mar 27
China Telecom Corporation Limited (HKG:728) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
As you might know, China Telecom Corporation Limited ( HKG:728 ) last week released its latest full-year, and things...Mise à jour du récit • Mar 25
728: Future Board Decisions And Higher P/E Assumptions Will Support Rerating Potential
Analysts have modestly trimmed their HK$ 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Nouveau récit • 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.Rendement pour les actionnaires
| 728 | HK Telecom | HK Marché | |
|---|---|---|---|
| 7D | 5.5% | 3.3% | 0.4% |
| 1Y | -18.6% | -18.4% | -3.2% |
Rendement vs Industrie: 728 correspondait au secteur Hong Kong Telecom qui a rapporté -18.4 % au cours de l'année écoulée.
Rendement vs marché: 728 a sous-performé le marché Hong Kong qui a rapporté -3.2 % au cours de l'année écoulée.
Volatilité des prix
| 728 volatility | |
|---|---|
| 728 Average Weekly Movement | 3.9% |
| Telecom Industry Average Movement | 3.5% |
| Market Average Movement | 7.5% |
| 10% most volatile stocks in HK Market | 16.4% |
| 10% least volatile stocks in HK Market | 3.6% |
Cours de l'action stable: 728 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Hong Kong.
Volatilité au fil du temps: La volatilité hebdomadaire de 728 ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2002 | 277,911 | Ruiwen Ke | www.chinatelecom-h.com/en/global/home.php |
China Telecom Corporation Limited, avec ses filiales, fournit des services de communications mobiles, de communications filaires et par satellite, d'accès à l'internet, d'informatique en nuage et de puissance de calcul, d'IA, de big data, de quantum, d'intégration des TIC en République populaire de Chine. Elle offre des communications mobiles, des communications filaires et des familles intelligentes, la numérisation industrielle et d'autres services. La société a été constituée en 2002 et est basée à Pékin, en Chine.
China Telecom Corporation Limited Résumé des fondamentaux
| 728 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | HK$580.25b |
| Bénéfices(TTM) | HK$36.61b |
| Recettes(TTM) | HK$601.48b |
11.6x
Ratio P/E0.7x
Ratio P/SLe site 728 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 728 compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥520.39b |
| Coût des recettes | CN¥371.48b |
| Marge brute | CN¥148.91b |
| Autres dépenses | CN¥117.24b |
| Les revenus | CN¥31.67b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 21, 2026
| Résultat par action (EPS) | 0.35 |
| Marge brute | 28.61% |
| Marge bénéficiaire nette | 6.09% |
| Ratio dettes/capitaux propres | 2.0% |
Quelles ont été les performances à long terme de 728?
Voir les performances historiques et les comparaisonsDividendes
6.8%
Rendement actuel des dividendes79%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/14 21:25 |
| Cours de l'action en fin de journée | 2026/07/14 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
China Telecom Corporation Limited est couverte par 43 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Wai Kit Chu | BofA Global Research |