China Mobile Limited

Report azionario SEHK:941

Capitalizzazione di mercato: HK$1.7t

China Mobile Dividendi e riacquisti

Criteri Dividendo verificati 5/6

China Mobile è una società che paga dividendi con un rendimento attuale pari a 6.67%, ben coperto dagli utili.

Informazioni chiave

6.7%

Rendimento del dividendo

-0.3%

Rendimento del riacquisto

Rendimento totale per gli azionisti6.4%
Rendimento futuro dei dividendi7.8%
Crescita dei dividendi9.2%
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione75%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi 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...

Recent updates

Aggiornamento della narrazione Jun 24

941: Network Upgrade And 2025 Dividend Policy Will Support Repricing Potential

China Mobile's analyst price target has been adjusted slightly, with the updated fair value moving by HK$0.04 to HK$96.78 as analysts refine their assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for China Mobile China Mobile Hong Kong Company Limited (CMHK) received approval from the Communications Authority to cease its 2G service, becoming the first mobile network operator in Hong Kong to focus solely on 4G, 5G and 5.5G services.
Aggiornamento della narrazione Jun 05

941: 2025 Dividend Policy Will Support Future Upside Repricing Potential

Analysts have made a small upward adjustment to their HK$ fair value estimate for China Mobile, citing slightly refined assumptions around future P/E, discount rate, revenue growth, and profit margins as they refresh their valuation work. What's in the News The board recommends a 2025 final dividend of HK$2.52 per share, bringing the total 2025 dividend to HK$5.27 per share, with a stated dividend payout ratio of 75% for the year.
Aggiornamento della narrazione 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).
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova narrazione 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.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I dividendi per azione di 941 sono rimasti stabili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di 941 sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

China Mobile Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di 941 rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (941)6.7%
Fondo del 25% del mercato (HK)2.9%
Top 25% del mercato (HK)7.5%
Media del settore (Wireless Telecom)3.5%
Analista previsionale (941) (fino a 3 anni)7.8%

Dividendo notevole: Il dividendo di 941 ( 6.67% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato Hong Kong ( 2.93% ).

Dividendo elevato: Il dividendo di 941 ( 6.67% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato Hong Kong ( 7.54%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Al suo attuale payout ratio ( 75.3% ), i pagamenti di 941 sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Al suo attuale cash payout ratio ( 80.7% ), i pagamenti dei dividendi di 941 sono coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/08 22:00
Prezzo dell'azione a fine giornata2026/07/08 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 Mobile Limited è coperta da 45 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
Bertram LaiCGS International