China Mobile (941) Aperçu de l'action
China Mobile Limited fournit des services de télécommunications et d'information en Chine continentale et à Hong Kong. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour 941 à partir de nos contrôles de risques.
941 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$119.25
FV
28.3% sous-évalué décote intrinsèque7.00%
Revenue growth p.a.
21
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China Mobile Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | HK$85.50 |
| Plus haut sur 52 semaines | HK$90.60 |
| Plus bas sur 52 semaines | HK$75.85 |
| Bêta | 0.23 |
| Variation sur 1 mois | 2.52% |
| Variation sur 3 mois | 8.92% |
| Variation sur 1 an | -1.38% |
| Variation sur 3 ans | 32.76% |
| Variation sur 5 ans | 73.60% |
| Évolution depuis l'introduction en bourse | 710.43% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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).
Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Recent updates
Mise à jour du récit • 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).Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.Article d’analyse • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...Article d’analyse • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...Mise à jour du récit • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.Mise à jour du récit • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • Jul 20
Risks To Shareholder Returns Are Elevated At These Prices For China Mobile Limited (HKG:941)
With a median price-to-earnings (or "P/E") ratio of close to 12x in Hong Kong, you could be forgiven for feeling...Article d’analyse • Jun 23
China Mobile (HKG:941) Has More To Do To Multiply In Value Going Forward
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Nouveau récit • 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.Rendement pour les actionnaires
| 941 | HK Wireless Telecom | HK Marché | |
|---|---|---|---|
| 7D | -0.8% | -0.8% | -3.6% |
| 1Y | -1.4% | -0.9% | 10.9% |
Rendement vs Industrie: 941 correspondait au secteur Hong Kong Wireless Telecom qui a rapporté -0.9 % au cours de l'année écoulée.
Rendement vs marché: 941 a sous-performé le marché Hong Kong qui a rapporté 10.9 % au cours de l'année écoulée.
Volatilité des prix
| 941 volatility | |
|---|---|
| 941 Average Weekly Movement | 1.5% |
| Wireless Telecom Industry Average Movement | 2.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in HK Market | 15.6% |
| 10% least volatile stocks in HK Market | 3.5% |
Cours de l'action stable: 941 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 941 ( 2% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1997 | 461,345 | n/a | www.chinamobileltd.com |
China Mobile Limited fournit des services de télécommunications et des services liés à l'information en Chine continentale et à Hong Kong. Ses activités consistent principalement en des services de voix, de données, de haut débit, de lignes dédiées, de centre de données internet, d'informatique en nuage, d'IdO et d'autres services pour les clients, les particuliers, les entreprises et les nouveaux marchés. La société offre des services de conception et de conseil, de construction d'ingénierie de communication, de planification, d'ingénierie des installations ; et de maintenance des équipements.
China Mobile Limited Résumé des fondamentaux
| 941 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | HK$1.88t |
| Bénéfices(TTM) | HK$156.55b |
| Recettes(TTM) | HK$1.21t |
11.8x
Ratio P/E1.5x
Ratio P/SLe site 941 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 941 compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥1.05t |
| Coût des recettes | CN¥753.39b |
| Marge brute | CN¥299.51b |
| Autres dépenses | CN¥163.71b |
| Les revenus | CN¥135.81b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 6.27 |
| Marge brute | 28.45% |
| Marge bénéficiaire nette | 12.90% |
| Ratio dettes/capitaux propres | 0.7% |
Quelles ont été les performances à long terme de 941?
Voir les performances historiques et les comparaisonsDividendes
6.2%
Rendement actuel des dividendes75%
Ratio de distributionLe site 941 verse-t-il des dividendes fiables ?
Voir 941 l'historique des dividendes et les indices de référence| China Mobile dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 05 2026 |
| Date de paiement du dividende | Jun 24 2026 |
| Jours jusqu'au dividende Ex | 13 days |
| Jours jusqu'à la date de paiement du dividende | 32 days |
Le site 941 verse-t-il des dividendes fiables ?
Voir 941 l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 20:07 |
| Cours de l'action en fin de journée | 2026/05/22 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 expliquant comment 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 Mobile Limited est couverte par 48 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 |
| Bertram Lai | CGS International |