China Telecom 将来の成長
Future 基準チェック /16
China Telecom利益と収益がそれぞれ年間5.6%と2.6%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7.9% 5.7%なると予測されています。
主要情報
5.6%
収益成長率
5.74%
EPS成長率
| Telecom 収益成長 | 8.6% |
| 収益成長率 | 2.6% |
| 将来の株主資本利益率 | 7.87% |
| アナリストカバレッジ | Good |
| 最終更新日 | 25 Jun 2026 |
今後の成長に関する最新情報
分析記事 • 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...分析記事 • 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...Recent updates
ナラティブの更新 • Jun 26
728: Expanding Subscriber Base And AI Agriculture Initiatives Will Support Future Upside
Analysts have modestly adjusted their price target on China Telecom, with fair value now estimated at around HK$8.23 compared with the previous HK$8.44, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions. What’s in the News for China Telecom China Telecom participated in the Green Agriculture Chain section of the 4th China International Supply Chain Expo, joining a global coalition to release a Joint Initiative focused on building a secure, resilient and digitally enabled agriculture and food supply chain.
ナラティブの更新 • Jun 11
728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential
Analysts have kept their HK$ fair value and key assumptions for China Telecom broadly unchanged, and the small move in the implied future P/E multiple reflects only fine-tuning of their models rather than a shift in the overall price target story. What's in the News China announced an approximately US$295b, five-year data center expansion plan, with state-backed telecom operators such as China Telecom expected to run most of the new facilities, according to recent news reports.ナラティブの更新 • May 28
728: Upcoming Dividend And Board Decisions Will Support Future Rerating Potential
Analysts have now set their fair value estimate for China Telecom at HK$6.31, up slightly from the previous estimate of HK$6.30. This change reflects updated assumptions around the discount rate, profit margin, revenue growth and future P/E that remain broadly consistent with prior expectations.ナラティブの更新 • May 07
728: Upcoming Dividend And Board Decisions Will Support Future Rerating Potential
Analysts have trimmed their HK$ 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).分析記事 • 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$5.01...ナラティブの更新 • Apr 23
728: Upcoming Board Decisions And Dividend Payout Will Support Rerating Potential
Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$6.69 to around HK$6.33 as they factor in updated assumptions for slower revenue growth, slightly lower profit margins and a reduced future P/E multiple. What's in the News A board meeting is scheduled for April 23, 2026 to review and approve financial results for China Telecom and its subsidiaries for the three months ended March 31, 2026 (Key Developments).ナラティブの更新 • Apr 08
728: Expanded Subscriber Base And Higher P/E Assumptions Will Support Future Upside
Analysts have trimmed their HK$ fair value estimate for China Telecom from about HK$8.82 to about HK$8.44, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Reported fourth quarter 2025 operating statistics showing 438.65 million mobile subscribers and 201.12 million wireline broadband subscribers, highlighting the scale of the user base (Key Developments).分析記事 • Mar 27
China Telecom Corporation Limited (HKG:728) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
As you might know, China Telecom Corporation Limited ( HKG:728 ) last week released its latest full-year, and things...ナラティブの更新 • Mar 25
728: Future Board Decisions And Higher P/E Assumptions Will Support Rerating Potential
Analysts have modestly trimmed their HK$ 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 549,822 | 34,358 | 54,770 | 126,480 | 10 |
| 12/31/2027 | 542,108 | 32,365 | 57,989 | 141,072 | 14 |
| 12/31/2026 | 532,538 | 30,034 | 53,547 | 129,185 | 14 |
| 3/31/2026 | 520,394 | 31,671 | 63,121 | 137,249 | N/A |
| 12/31/2025 | 523,925 | 33,185 | 51,371 | 124,519 | N/A |
| 9/30/2025 | 531,719 | 34,487 | 58,474 | 134,948 | N/A |
| 6/30/2025 | 532,875 | 34,217 | 51,486 | 133,656 | N/A |
| 3/31/2025 | 523,574 | 33,279 | 46,008 | 135,278 | N/A |
| 12/31/2024 | 523,569 | 33,012 | 54,997 | 145,268 | N/A |
| 9/30/2024 | 521,265 | 32,644 | 34,999 | 122,590 | N/A |
| 6/30/2024 | 520,898 | 32,105 | 34,139 | 130,672 | N/A |
| 3/31/2024 | 512,748 | 31,059 | N/A | N/A | N/A |
| 12/31/2023 | 513,551 | 30,446 | 47,642 | 137,508 | N/A |
| 9/30/2023 | 504,720 | 30,151 | 42,726 | 132,744 | N/A |
| 6/30/2023 | 499,793 | 29,455 | 46,031 | 136,871 | N/A |
| 3/31/2023 | 492,407 | 28,354 | 48,494 | 137,034 | N/A |
| 12/31/2022 | 481,448 | 27,593 | 46,727 | 136,432 | N/A |
| 9/30/2022 | 473,999 | 27,165 | 44,753 | 132,736 | N/A |
| 6/30/2022 | 462,635 | 26,497 | 49,807 | 134,995 | N/A |
| 3/31/2022 | 452,864 | 26,730 | 47,492 | 137,450 | N/A |
| 12/31/2021 | 439,553 | 25,949 | 52,685 | 137,533 | N/A |
| 9/30/2021 | 429,277 | 25,471 | 52,185 | 152,767 | N/A |
| 6/30/2021 | 418,995 | 24,644 | 50,136 | 134,609 | N/A |
| 3/31/2021 | 405,524 | 21,469 | 45,690 | 136,522 | N/A |
| 12/31/2020 | 393,561 | 20,850 | 43,512 | 132,260 | N/A |
| 9/30/2020 | 383,728 | 20,834 | N/A | N/A | N/A |
| 6/30/2020 | 379,049 | 20,557 | 43,751 | 124,859 | N/A |
| 3/31/2020 | 373,953 | 20,383 | N/A | N/A | N/A |
| 12/31/2019 | 375,734 | 20,517 | N/A | 112,600 | N/A |
| 9/30/2019 | 374,979 | 20,565 | N/A | N/A | N/A |
| 6/30/2019 | 374,583 | 21,549 | N/A | 101,636 | N/A |
| 3/31/2019 | 376,646 | 21,468 | N/A | N/A | N/A |
| 12/31/2018 | 377,124 | 21,210 | N/A | 99,298 | N/A |
| 9/30/2018 | 376,233 | 19,123 | N/A | N/A | N/A |
| 6/30/2018 | 374,943 | 19,632 | N/A | 100,191 | N/A |
| 3/31/2018 | 371,117 | 18,964 | N/A | N/A | N/A |
| 12/31/2017 | 366,229 | 18,617 | N/A | 96,502 | N/A |
| 9/30/2017 | 363,685 | 19,003 | N/A | N/A | N/A |
| 6/30/2017 | 360,021 | 18,900 | N/A | 101,787 | N/A |
| 3/31/2017 | 357,599 | 18,250 | N/A | N/A | N/A |
| 12/31/2016 | 352,534 | 18,018 | N/A | 101,135 | N/A |
| 9/30/2016 | 348,701 | 21,236 | N/A | N/A | N/A |
| 6/30/2016 | 343,077 | 20,747 | N/A | 100,686 | N/A |
| 3/31/2016 | 336,175 | 20,127 | N/A | N/A | N/A |
| 12/31/2015 | 331,202 | 20,054 | N/A | 108,750 | N/A |
| 9/30/2015 | 327,103 | 17,872 | N/A | N/A | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: 728の予測収益成長率 (年間5.6% ) は 貯蓄率 ( 3% ) を上回っています。
収益対市場: 728の収益 ( 5.6% ) Hong Kong市場 ( 12.9% ) よりも低い成長が予測されています。
高成長収益: 728の収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: 728の収益 ( 2.6% ) Hong Kong市場 ( 9% ) よりも低い成長が予測されています。
高い収益成長: 728の収益 ( 2.6% ) 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: 728の 自己資本利益率 は、3年後には低くなると予測されています ( 7.9 %)。
成長企業の発掘
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 | 2026/07/02 11:31 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
China Telecom Corporation Limited 14 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。48
| アナリスト | 機関 |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Wai Kit Chu | BofA Global Research |