China Mobile Limited

SEHK:941 Rapport sur les actions

Capitalisation boursière : HK$1.9t

China Mobile Croissance future

Future contrôle des critères 1/6

China Mobile devrait augmenter ses bénéfices et son chiffre d'affaires de 3% et de 1.4% par an respectivement. Le BPA devrait croître de de 2.8% par an. Le rendement des capitaux propres devrait être 9.8% dans 3 ans.

Informations clés

3.0%

Taux de croissance des bénéfices

2.82%

Taux de croissance du BPA

Wireless Telecom croissance des bénéfices-3.9%
Taux de croissance des recettes1.4%
Rendement futur des capitaux propres9.84%
Couverture par les analystes

Good

Dernière mise à jour14 May 2026

Mises à jour récentes de la croissance future

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...
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...

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...
User avatar
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.

Prévisions de croissance des bénéfices et des revenus

SEHK:941 - Estimations futures des analystes et données financières antérieures (CNY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,080,522142,750180,713292,39210
12/31/20271,075,713139,713186,418305,48114
12/31/20261,058,218130,223143,311259,97414
3/31/20261,052,905135,806122,081273,049N/A
12/31/20251,050,187137,09575,968232,919N/A
9/30/20251,043,967142,84596,474252,713N/A
6/30/20251,037,784142,407110,137268,196N/A
3/31/20251,040,812139,395132,271290,154N/A
12/31/20241,040,759138,373159,762315,741N/A
9/30/20241,025,207137,141112,995290,177N/A
6/30/20241,025,334135,79499,555274,632N/A
3/31/20241,022,270133,308106,984285,479N/A
12/31/20231,009,309131,766122,517303,780N/A
9/30/2023989,332132,433116,905290,836N/A
6/30/2023971,044131,357114,491294,003N/A
3/31/2023960,685127,90292,215278,185N/A
12/31/2022937,259125,45991,162280,750N/A
9/30/2022923,115127,50779,135293,240N/A
6/30/2022901,545127,09490,960300,418N/A
3/31/2022877,149117,505101,842316,262N/A
12/31/2021848,258115,937107,453314,764N/A
9/30/2021842,300113,205N/AN/AN/A
6/30/2021821,854111,196123,863309,314N/A
3/31/2021785,199108,399N/AN/AN/A
12/31/2020768,070107,843117,312307,761N/A
9/30/2020753,617106,441N/AN/AN/A
6/30/2020746,353106,34369,136281,474N/A
3/31/2020742,217106,441N/AN/AN/A
12/31/2019745,917106,641N/A247,591N/A
9/30/2019735,819104,581N/AN/AN/A
6/30/2019734,414108,203N/A214,016N/A
3/31/2019736,319115,681N/AN/AN/A
12/31/2018736,819117,781N/A206,151N/A
9/30/2018738,714117,179N/AN/AN/A
6/30/2018743,475117,245N/A225,566N/A
3/31/2018742,014115,279N/AN/AN/A
12/31/2017740,514114,279N/A245,514N/A
9/30/2017735,221112,741N/AN/AN/A
6/30/2017726,941110,844N/A248,067N/A
3/31/2017714,921109,641N/AN/AN/A
12/31/2016708,421108,741N/A253,701N/A
9/30/2016690,835111,239N/AN/AN/A
6/30/2016692,995111,775N/A249,760N/A
3/31/2016682,535108,639N/AN/AN/A
12/31/2015668,335108,539N/A235,089N/A
9/30/2015683,614111,138N/AN/AN/A
6/30/2015672,519108,812N/A225,600N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 941 ( 3% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de 941 ( 3% par an) devraient croître plus lentement que le marché Hong Kong ( 12.5% par an).

Croissance élevée des bénéfices: Les bénéfices de 941 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 941 ( 1.4% par an) devrait croître plus lentement que le marché de Hong Kong ( 8.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 941 ( 1.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 941 devrait être faible dans 3 ans ( 9.8 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 20:07
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Anand RamachandranBarclays
Chris LaneBernstein
Bertram LaiCGS International