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HKBN Ltd.SEHK:1310 株式レポート

時価総額 HK$9.2b
株価
HK$6.29
HK$7.3
13.8% 割安 内在価値ディスカウント
1Y26.8%
7D-2.8%
1D
ポートフォリオ価値
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HKBN Ltd.

SEHK:1310 株式レポート

時価総額:HK$9.2b

HKBN(1310)株式概要

投資持株会社であるHKBN Ltd.は、香港、中国本土、マカオの住宅および企業顧客に固定通信ネットワーク、国際通信、モバイルサービスを提供している。 詳細

1310 ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績3/6
財務の健全性0/6
配当金3/6

1310 Community Fair Values

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HKBN Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要HKBN
過去の株価
現在の株価HK$6.29
52週高値HK$9.41
52週安値HK$4.92
ベータ0.54
1ヶ月の変化-12.40%
3ヶ月変化-16.80%
1年変化26.81%
3年間の変化29.96%
5年間の変化-32.80%
IPOからの変化-30.11%

最新ニュース

ナラティブの更新 Jun 04

1310: Interim Dividend Decision Will Support Bullish Case Despite Higher Discount Rate

Analysts are maintaining HKBN's fair value estimate at HK$7.30, with only modest adjustments to underlying assumptions, including a slightly higher discount rate and a small change to the forward P/E applied in their price target analysis. What's in the News HKBN has scheduled a board meeting for Apr 24, 2026, to approve the announcement of interim results for the six months ended Feb 28, 2026.
ナラティブの更新 May 03

1310: Fair Value Update Will Weigh Dividend Prospects And Lower Forward P/E

Analysts have raised HKBN's fair value estimate from HK$6.50 to HK$7.30, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News A board meeting is scheduled for April 24, 2026, to approve the announcement of interim results for the six months ended February 28, 2026 (Key Developments).
ナラティブの更新 Apr 18

1310: Lower Forward P/E And Interim Dividend Decision Will Sustain Overvaluation Risk

Analysts have trimmed their HKBN price target to HK$14.26 from HK$17.46, reflecting the new assumed forward P/E of 14.26x versus 17.46x, while keeping fair value and key operating assumptions broadly unchanged. What's in the News Board meeting scheduled for Apr 24, 2026 to approve the announcement of interim results for the six months ended Feb 28, 2026, giving you a clear date to watch for fresh financial disclosures (Key Developments).

Recent updates

ナラティブの更新 Jun 04

1310: Interim Dividend Decision Will Support Bullish Case Despite Higher Discount Rate

Analysts are maintaining HKBN's fair value estimate at HK$7.30, with only modest adjustments to underlying assumptions, including a slightly higher discount rate and a small change to the forward P/E applied in their price target analysis. What's in the News HKBN has scheduled a board meeting for Apr 24, 2026, to approve the announcement of interim results for the six months ended Feb 28, 2026.
ナラティブの更新 May 03

1310: Fair Value Update Will Weigh Dividend Prospects And Lower Forward P/E

Analysts have raised HKBN's fair value estimate from HK$6.50 to HK$7.30, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News A board meeting is scheduled for April 24, 2026, to approve the announcement of interim results for the six months ended February 28, 2026 (Key Developments).
ナラティブの更新 Apr 18

1310: Lower Forward P/E And Interim Dividend Decision Will Sustain Overvaluation Risk

Analysts have trimmed their HKBN price target to HK$14.26 from HK$17.46, reflecting the new assumed forward P/E of 14.26x versus 17.46x, while keeping fair value and key operating assumptions broadly unchanged. What's in the News Board meeting scheduled for Apr 24, 2026 to approve the announcement of interim results for the six months ended Feb 28, 2026, giving you a clear date to watch for fresh financial disclosures (Key Developments).
ナラティブの更新 Apr 02

1310: Distribution Agreement Will Sustain Risk Of Persistent Share Overvaluation

Analysts have kept their HKBN fair value unchanged at HK$6.50, with only minor tweaks to assumptions such as discount rate, profit margin and future P/E, underpinning a marginally lower price target. What's in the News HKBN entered into a Distribution Framework Agreement with Venustech for the supply, purchase and distribution of network security products and solutions in Hong Kong and Macao, running from the agreement date to 31 December 2028, with exclusive distribution rights for Venus Firewall products in the first year.
ナラティブの更新 Mar 18

1310: Distribution Agreement Will Sustain Risk Of Persistent Share Overvaluation

Analysts have kept their HKBN price target effectively unchanged at about HK$6.50, reflecting only slight tweaks to assumptions such as discount rate and future P/E, rather than any shift in their overall view of the shares. What's in the News HKBN entered into a Distribution Framework Agreement with Venustech for the supply, purchase and distribution of network security products and solutions services in Hong Kong and Macao, with the term running from the agreement date to 31 December 2028.
ナラティブの更新 Mar 03

1310: Exclusive Distribution Deal And Dividend Will Sustain Risk Of Overvaluation

Analysts have kept their HKBN fair value estimate steady at HK$6.50, with only minor tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E. They view these as refinements rather than a shift in their overall assessment.
ナラティブの更新 Feb 17

1310: Dividend Payout And New Distribution Agreement Will Support Balanced Risk Profile

Analysts have kept their HKBN fair value estimate unchanged at HK$6.50, with a slightly lower discount rate and a marginally reduced forward P/E assumption helping to fine tune their price target while keeping the overall valuation view intact. What's in the News HKBN entered into a Distribution Framework Agreement with Venustech for the supply, purchase and distribution of network security products and solutions services in Hong Kong and Macao, running from the agreement date to 31 December 2028 (Key Developments).
ナラティブの更新 Feb 02

1310: Future Dividends And Distribution Agreement Will Support Balanced Risk Profile

Analysts have trimmed their price targets on HKBN, with a lower profit margin outlook and a higher assumed future P/E of 17.70x, while slightly adjusted discount rate and revenue growth assumptions keep fair value around HK$6.50. What's in the News A board meeting is scheduled for 7 January 2026 to consider and approve the Distribution Framework Agreement and other matters (Key Developments).
ナラティブの更新 Jan 19

1310: Future Dividends And New Distribution Agreement Will Support Balanced Risk Profile

Analysts have maintained their HKBN fair value estimate at HK$6.50, citing only minor adjustments to assumptions for discount rate, revenue growth and profit margins as the main reasons for keeping their price target essentially unchanged. What's in the News Board meeting held on 7 January 2026 to consider and approve a Distribution Framework Agreement and other matters.
ナラティブの更新 Jan 04

1310: Future Dividend Payouts Will Support Stable Earnings And Balanced Risk Profile

Analysts have modestly raised their price target on HKBN, highlighting the stock's improved risk profile. This is driven by a slightly higher expected future earnings multiple and updated discount rate assumptions, despite unchanged fair value estimates around HK$6.50 per share.
ナラティブの更新 Dec 17

1310: Dividend Outlook Will Support Stable Earnings Profile Amid Modest Risk Shift

Analysts have trimmed their price target on HKBN slightly, to HK$6.50 from HK$6.50. This reflects a marginally higher perceived risk profile driven by a modest increase in the discount rate, even as revenue growth, profit margins and valuation multiples remain effectively unchanged.
ナラティブの更新 Dec 02

1310: Acquisition Completion And Leadership Change Will Support Steady Outlook Amid Uncertainty

Analysts have maintained their price target for HKBN at $6.50, citing small improvements in the discount rate and future price-to-earnings ratio as supporting factors for their steady outlook. What's in the News China Mobile Hong Kong Company Limited completed the acquisition of an 88.03% stake in HKBN Ltd.
ナラティブの更新 Nov 18

1310: Acquisition And Leadership Transition Will Shape Stability Amid Industry Shifts

Narrative Update on HKBN Price Target Analysts have maintained their price target for HKBN at $6.50, citing stable revenue growth projections and only marginal shifts in key financial metrics as the basis for their unchanged stance. What's in the News China Mobile Hong Kong Company Limited completed the acquisition of a 78.08% stake in HKBN Ltd.
ナラティブの更新 Nov 03

1310: Majority Stake Acquisition And Leadership Change Will Shape Future Prospects

Analysts have maintained their price target for HKBN at $6.50. They cite adjustments to discount rate, revenue growth, and profit margin assumptions that balance out to keep the fair value estimate unchanged.
ナラティブの更新 Oct 20

GigaFast And CyberZafe Deployment Will Expand Global Networks

Analysts have raised their price target for HKBN from $5.69 to $6.50. This change reflects improved profit margins, even though projected revenue growth is expected to be softer.
User avatar
新しいナラティブ Feb 17

Subscription-Based ICT Services Will Strengthen Future Earnings Stability

Integrating SI and Telecom businesses enhances service offerings, while ICT strategy boosts revenue growth and margins.
分析記事 Apr 28

HKBN (HKG:1310) Has Announced That Its Dividend Will Be Reduced To HK$0.20

HKBN Ltd. ( HKG:1310 ) is reducing its dividend from last year's comparable payment to HK$0.20 on the 31st of May. The...
分析記事 Dec 21

Here's Why HKBN (HKG:1310) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 06

There Are Reasons To Feel Uneasy About HKBN's (HKG:1310) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...

株主還元

1310HK TelecomHK 市場
7D-2.8%-1.1%-2.6%
1Y26.8%-12.7%3.5%

業界別リターン: 1310過去 1 年間で-12.7 % の収益を上げたHong Kong Telecom業界を上回りました。

リターン対市場: 1310過去 1 年間で3.5 % の収益を上げたHong Kong市場を上回りました。

価格変動

Is 1310's price volatile compared to industry and market?
1310 volatility
1310 Average Weekly Movement4.6%
Telecom Industry Average Movement3.2%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.0%
10% least volatile stocks in HK Market3.5%

安定した株価: 1310 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 1310の 週次ボラティリティ は、過去 1 年間で12%から5%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19923,636Xin Liwww.hkbn.net

投資持株会社であるHKBN Ltd.は、香港、中国本土、マカオの住宅および企業顧客に固定通信ネットワーク、国際通信、モバイルサービスを提供している。同社は、光ファイバーブロードバンド、データ接続、クラウドとデータセンター、ホームネットワークセキュリティとペアレンタルコントロール付きマネージドWi-Fi、ハイブリッドワークと事業継続性、システム統合、家庭と個人のサイバーセキュリティ、音声とコラボレーションサービス、家庭用電話、音楽ストリーミング、家庭用保険、IT-as-a-サービス、ヘルスケア、eコマースショッピングサービス、ローミングとデジタルトランスフォーメーションソリューション、TaaS(Transformation as a Service)とOTTエンターテイメント用の文房具と消耗品を提供している。また、データ処理、不動産投資・保有、電気通信、管理サポート、企業システム、流通・物流、技術・製品販売、Wi-Fi接続、インターネット、セキュリティ機器設置サービス、技術ソリューション・コンサルタントサービスも提供している。さらに、コンピューター・ハードウェア、ソフトウェア、テレコミュニケーション、オフィス・オートメーション製品の販売と流通、関連サービスの提供も行っている。HKBN社は1992年に設立され、香港のクントンに本社を置いている。

HKBN Ltd. 基礎のまとめ

HKBN の収益と売上を時価総額と比較するとどうか。
1310 基礎統計学
時価総額HK$9.24b
収益(TTM)HK$206.98m
売上高(TTM)HK$11.42b
44.9x
PER(株価収益率
0.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
1310 損益計算書(TTM)
収益HK$11.42b
売上原価HK$7.41b
売上総利益HK$4.01b
その他の費用HK$3.80b
収益HK$206.98m

直近の収益報告

Feb 28, 2026

次回決算日

Oct 31, 2026

一株当たり利益(EPS)0.14
グロス・マージン35.12%
純利益率1.81%
有利子負債/自己資本比率516.0%

1310 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

5.5%
現在の配当利回り
243%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/12 16:26
終値2026/06/12 00:00
収益2026/02/28
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

HKBN Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Wen DuBarclays
Wai Kit ChuBofA Global Research
Kai QianChina International Capital Corporation Limited