HKBN Ltd.

SEHK:1310 株式レポート

時価総額：HK$8.9b

HKBN 将来の成長

Future 基準チェック /46

HKBN利益と収益がそれぞれ年間43.8%と1.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に34.8% 43.6%なると予測されています。

主要情報

43.8%

収益成長率

43.64%

EPS成長率

Telecom 収益成長8.6%
収益成長率1.7%
将来の株主資本利益率34.83%
アナリストカバレッジ

Low

最終更新日27 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 24

1310: Year-End Alignment And Interim Dividend Will Support Bullish Case

Analysts have kept their HKBN fair value estimate steady at HK$7.30, but a slightly lower discount rate and a marginally reduced future P/E assumption have led to a modest trim in their overall price target narrative for the stock. What’s in the News for HKBN HKBN changed its financial year end from 31 August to 31 December with immediate effect, aligning the company’s reporting calendar with controlling shareholder China Mobile Hong Kong Company Limited and the wider China Mobile group.
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.
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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...

業績と収益の成長予測

SEHK:1310 - アナリストの将来予測と過去の財務データ ( )HKD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
8/31/202811,935959N/AN/A1
8/31/202711,703803N/AN/A1
8/31/202611,519573N/AN/A1
2/28/202611,4232071,2971,839N/A
11/30/202511,2762071,3491,875N/A
8/31/202511,1292071,4001,911N/A
5/31/202510,8521621,5562,014N/A
2/28/202510,5761161,7122,117N/A
11/30/202410,614631,7042,088N/A
8/31/202410,651101,6962,058N/A
5/31/202410,722-6391,5811,959N/A
2/29/202410,794-1,2891,4671,860N/A
11/30/202311,243-1,2781,4801,922N/A
8/31/202311,692-1,2671,4931,983N/A
5/31/202311,611-4981,4661,975N/A
2/28/202311,5302721,4381,966N/A
11/30/202211,5784131,3921,914N/A
8/31/202211,6265531,3461,862N/A
5/31/202211,8325081,4431,968N/A
2/28/202212,0374631,5402,074N/A
11/30/202111,7503351,6612,214N/A
8/31/202111,4642071,7822,354N/A
5/31/202111,3451101,7712,362N/A
2/28/202111,225131,7592,370N/A
11/30/202010,339551,6992,275N/A
8/31/20209,453971,6382,179N/A
5/31/20208,4001221,4491,958N/A
2/29/20207,3461471,2611,736N/A
11/30/20196,227181N/A1,544N/A
8/31/20195,108215N/A1,352N/A
5/31/20194,704285N/A1,248N/A
2/28/20194,299355N/A1,144N/A
11/30/20184,124376N/A1,110N/A
8/31/20183,949397N/A1,077N/A
5/31/20183,757381N/A1,034N/A
2/28/20183,566366N/A992N/A
11/30/20173,399269N/A946N/A
8/31/20173,232171N/A901N/A
5/31/20173,163163N/A890N/A
2/28/20173,093155N/A879N/A
11/30/20162,939200N/A903N/A
8/31/20162,784245N/A926N/A
5/31/20162,612265N/A880N/A
2/29/20162,441286N/A835N/A
11/30/20152,400133N/A770N/A
8/31/20152,341104N/A657N/A

アナリストによる今後の成長予測

収入対貯蓄率: 1310の予測収益成長率 (年間43.8% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 1310の収益 ( 43.8% ) はHong Kong市場 ( 12.6% ) よりも速いペースで成長すると予測されています。

高成長収益: 1310の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 1310の収益 ( 1.7% ) Hong Kong市場 ( 8.9% ) よりも低い成長が予測されています。

高い収益成長: 1310の収益 ( 1.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 1310の 自己資本利益率 は、3年後には高くなると予測されています ( 34.8 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/10 04:30
終値2026/07/10 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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