China Mobile Performance degli utili passati
Criteri Il passato verificati 2/6
China Mobile ha registrato una crescita degli utili a un tasso medio annuo di 4.8%, mentre il settore Wireless Telecom ha registrato utili in diminuzione a un tasso medio annuo di 0.05%. I ricavi sono stati in crescita a un tasso medio annuo di 5.5%. Il ritorno sul capitale proprio di China Mobile è 9.5% e ha margini netti di 12.9%.
Informazioni chiave
4.82%
Tasso di crescita degli utili
3.74%
Tasso di crescita dell'EPS
| Wireless Telecom Crescita del settore | 3.69% |
| Tasso di crescita dei ricavi | 5.50% |
| Rendimento del capitale proprio | 9.53% |
| Margine netto | 12.90% |
| Prossimo aggiornamento sugli utili | 14 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • 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$96.78 as analysts refine their assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for China Mobile China Mobile Hong Kong Company Limited (CMHK) received approval from the Communications Authority to cease its 2G service, becoming the first mobile network operator in Hong Kong to focus solely on 4G, 5G and 5.5G services.Aggiornamento narrativa • Jun 05
941: 2025 Dividend Policy Will Support Future Upside Repricing Potential
Analysts have made a small upward adjustment to their HK$ 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.Articolo di analisi • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...Articolo di analisi • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...Aggiornamento narrativa • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.Aggiornamento narrativa • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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...Nuova narrativa • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come China Mobile guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,052,905 | 135,806 | 120,238 | 29,965 |
| 31 Dec 25 | 1,050,187 | 137,095 | 120,491 | 29,253 |
| 30 Sep 25 | 1,043,967 | 142,845 | 125,236 | 28,163 |
| 30 Jun 25 | 1,037,784 | 142,407 | 126,428 | 26,574 |
| 31 Mar 25 | 1,040,812 | 139,395 | 125,080 | 28,352 |
| 31 Dec 24 | 1,040,759 | 138,373 | 126,305 | 28,163 |
| 30 Sep 24 | 1,025,207 | 137,141 | 68,124 | 13,610 |
| 30 Jun 24 | 1,025,334 | 135,794 | 124,459 | 32,167 |
| 31 Mar 24 | 1,022,270 | 133,308 | 123,052 | 28,900 |
| 31 Dec 23 | 1,009,309 | 131,766 | 118,005 | 28,711 |
| 30 Sep 23 | 989,332 | 132,433 | 116,814 | 21,477 |
| 30 Jun 23 | 971,044 | 131,357 | 112,652 | 19,604 |
| 31 Mar 23 | 960,685 | 127,902 | 112,589 | 18,566 |
| 31 Dec 22 | 937,259 | 125,459 | 108,991 | 18,091 |
| 30 Sep 22 | 923,115 | 127,507 | 106,284 | 17,779 |
| 30 Jun 22 | 901,545 | 127,094 | 133,649 | 22,579 |
| 31 Mar 22 | 877,149 | 117,505 | 106,787 | 16,198 |
| 31 Dec 21 | 848,258 | 115,937 | 105,589 | 15,577 |
| 30 Sep 21 | 842,300 | 113,205 | 145,621 | 9,513 |
| 30 Jun 21 | 821,854 | 111,196 | 61,214 | 0 |
| 31 Mar 21 | 785,199 | 108,399 | 87,511 | 1,718 |
| 31 Dec 20 | 768,070 | 107,843 | 62,175 | 0 |
| 30 Sep 20 | 753,617 | 106,441 | 67,756 | 0 |
| 30 Jun 20 | 746,353 | 106,343 | 64,776 | 0 |
| 31 Mar 20 | 742,217 | 106,441 | 67,756 | 0 |
| 31 Dec 19 | 745,917 | 106,641 | 67,756 | 0 |
| 30 Sep 19 | 735,819 | 104,581 | 123,898 | 0 |
| 30 Jun 19 | 734,414 | 108,203 | 61,809 | 0 |
| 31 Mar 19 | 736,319 | 115,681 | 123,898 | 0 |
| 31 Dec 18 | 736,819 | 117,781 | 60,326 | 0 |
| 30 Sep 18 | 738,714 | 117,179 | 122,573 | 0 |
| 30 Jun 18 | 743,475 | 117,245 | 88,714 | 0 |
| 31 Mar 18 | 742,014 | 115,279 | 122,573 | 0 |
| 31 Dec 17 | 740,514 | 114,279 | 122,573 | 0 |
| 30 Sep 17 | 735,221 | 112,741 | 112,452 | 0 |
| 30 Jun 17 | 726,941 | 110,844 | 116,854 | 0 |
| 31 Mar 17 | 714,921 | 109,641 | 112,452 | 0 |
| 31 Dec 16 | 708,421 | 108,741 | 112,452 | 0 |
| 30 Sep 16 | 690,835 | 111,239 | 79,483 | 0 |
| 30 Jun 16 | 692,995 | 111,775 | 120,682 | 0 |
| 31 Mar 16 | 682,535 | 108,639 | 79,483 | 0 |
| 31 Dec 15 | 668,335 | 108,539 | 100,151 | 0 |
| 30 Sep 15 | 683,614 | 111,138 | 19,138 | 0 |
Guadagni di qualità: 941 ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 941 (12.9%) sono inferiori rispetto allo scorso anno (13.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di 941 sono cresciuti del 4.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: 941 ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: 941 ha avuto una crescita negativa degli utili ( -2.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Wireless Telecom ( -2.6% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 9.5% ) di 941 è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/23 11:41 |
| Prezzo dell'azione a fine giornata | 2026/07/23 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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 42 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.
| Analista | Istituzione |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Bertram Lai | CGS International |