China Telecom Corporation Limited

Report azionario SEHK:728

Capitalizzazione di mercato: HK$625.2b

China Telecom Crescita futura

Criteri Future verificati 1/6

China Telecom prevede che gli utili e i ricavi cresceranno rispettivamente di 5.4% e 2.6% all'anno. Si prevede che l'EPS crescerà di 5.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.9% in 3 anni.

Informazioni chiave

5.4%

Tasso di crescita degli utili

5.56%

Tasso di crescita dell'EPS

Telecom crescita degli utili8.3%
Tasso di crescita dei ricavi2.6%
Rendimento futuro del capitale proprio7.87%
Copertura analitica

Good

Ultimo aggiornamento14 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.

Previsioni di crescita degli utili e dei ricavi

SEHK:728 - Stime future degli analisti e dati finanziari passati (CNY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028551,22834,23754,770126,4809
12/31/2027544,33132,82457,989141,07214
12/31/2026533,18230,82053,547129,18514
3/31/2026520,39431,67163,121137,249N/A
12/31/2025523,92533,18551,371124,519N/A
9/30/2025531,71934,48758,474134,948N/A
6/30/2025532,87534,21751,486133,656N/A
3/31/2025523,57433,27946,008135,278N/A
12/31/2024523,56933,01254,997145,268N/A
9/30/2024521,26532,64434,999122,590N/A
6/30/2024520,89832,10534,139130,672N/A
3/31/2024512,74831,059N/AN/AN/A
12/31/2023513,55130,44647,642137,508N/A
9/30/2023504,72030,15142,726132,744N/A
6/30/2023499,79329,45546,031136,871N/A
3/31/2023492,40728,35448,494137,034N/A
12/31/2022481,44827,59346,727136,432N/A
9/30/2022473,99927,16544,753132,736N/A
6/30/2022462,63526,49749,807134,995N/A
3/31/2022452,86426,73047,492137,450N/A
12/31/2021439,55325,94952,685137,533N/A
9/30/2021429,27725,47152,185152,767N/A
6/30/2021418,99524,64450,136134,609N/A
3/31/2021405,52421,46945,690136,522N/A
12/31/2020393,56120,85043,512132,260N/A
9/30/2020383,72820,834N/AN/AN/A
6/30/2020379,04920,55743,751124,859N/A
3/31/2020373,95320,383N/AN/AN/A
12/31/2019375,73420,517N/A112,600N/A
9/30/2019374,97920,565N/AN/AN/A
6/30/2019374,58321,549N/A101,636N/A
3/31/2019376,64621,468N/AN/AN/A
12/31/2018377,12421,210N/A99,298N/A
9/30/2018376,23319,123N/AN/AN/A
6/30/2018374,94319,632N/A100,191N/A
3/31/2018371,11718,964N/AN/AN/A
12/31/2017366,22918,617N/A96,502N/A
9/30/2017363,68519,003N/AN/AN/A
6/30/2017360,02118,900N/A101,787N/A
3/31/2017357,59918,250N/AN/AN/A
12/31/2016352,53418,018N/A101,135N/A
9/30/2016348,70121,236N/AN/AN/A
6/30/2016343,07720,747N/A100,686N/A
3/31/2016336,17520,127N/AN/AN/A
12/31/2015331,20220,054N/A108,750N/A
9/30/2015327,10317,872N/AN/AN/A
6/30/2015323,37417,224N/A106,832N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 728 ( 5.4% all'anno) è superiore al tasso di risparmio ( 3% ).

Guadagni vs Mercato: Si prevede che gli utili di 728 ( 5.4% all'anno) cresceranno più lentamente rispetto al mercato Hong Kong ( 12.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 728 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 728 ( 2.6% all'anno) crescerà più lentamente rispetto al mercato Hong Kong ( 8.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 728 ( 2.6% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 728 sarà basso tra 3 anni ( 7.9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 01:23
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

China Telecom Corporation Limited è coperta da 49 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Anand RamachandranBarclays
Chris LaneBernstein
Wai Kit ChuBofA Global Research