China Mobile Limited

SEHK:941 株式レポート

時価総額：HK$1.9t

China Mobile 将来の成長

Future 基準チェック /16

China Mobile利益と収益がそれぞれ年間3%と1.4%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9.8% 2.8%なると予測されています。

主要情報

3.0%

収益成長率

2.82%

EPS成長率

Wireless Telecom 収益成長-5.2%
収益成長率1.4%
将来の株主資本利益率9.84%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

分析記事 • 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...
分析記事 • 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...

Recent updates

ナラティブの更新 • 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).
新しいナラティブ • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • Jun 23

China Mobile (HKG:941) Has More To Do To Multiply In Value Going Forward

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
User avatar
新しいナラティブ • 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.

業績と収益の成長予測

SEHK:941 - アナリストの将来予測と過去の財務データ ( )CNY 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
12/31/20281,080,522142,750180,713292,39210
12/31/20271,075,713139,713186,418305,48114
12/31/20261,058,218130,223143,311259,97414
3/31/20261,052,905135,806122,081273,049N/A
12/31/20251,050,187137,09575,968232,919N/A
9/30/20251,043,967142,84596,474252,713N/A
6/30/20251,037,784142,407110,137268,196N/A
3/31/20251,040,812139,395132,271290,154N/A
12/31/20241,040,759138,373159,762315,741N/A
9/30/20241,025,207137,141112,995290,177N/A
6/30/20241,025,334135,79499,555274,632N/A
3/31/20241,022,270133,308106,984285,479N/A
12/31/20231,009,309131,766122,517303,780N/A
9/30/2023989,332132,433116,905290,836N/A
6/30/2023971,044131,357114,491294,003N/A
3/31/2023960,685127,90292,215278,185N/A
12/31/2022937,259125,45991,162280,750N/A
9/30/2022923,115127,50779,135293,240N/A
6/30/2022901,545127,09490,960300,418N/A
3/31/2022877,149117,505101,842316,262N/A
12/31/2021848,258115,937107,453314,764N/A
9/30/2021842,300113,205N/AN/AN/A
6/30/2021821,854111,196123,863309,314N/A
3/31/2021785,199108,399N/AN/AN/A
12/31/2020768,070107,843117,312307,761N/A
9/30/2020753,617106,441N/AN/AN/A
6/30/2020746,353106,34369,136281,474N/A
3/31/2020742,217106,441N/AN/AN/A
12/31/2019745,917106,641N/A247,591N/A
9/30/2019735,819104,581N/AN/AN/A
6/30/2019734,414108,203N/A214,016N/A
3/31/2019736,319115,681N/AN/AN/A
12/31/2018736,819117,781N/A206,151N/A
9/30/2018738,714117,179N/AN/AN/A
6/30/2018743,475117,245N/A225,566N/A
3/31/2018742,014115,279N/AN/AN/A
12/31/2017740,514114,279N/A245,514N/A
9/30/2017735,221112,741N/AN/AN/A
6/30/2017726,941110,844N/A248,067N/A
3/31/2017714,921109,641N/AN/AN/A
12/31/2016708,421108,741N/A253,701N/A
9/30/2016690,835111,239N/AN/AN/A
6/30/2016692,995111,775N/A249,760N/A
3/31/2016682,535108,639N/AN/AN/A
12/31/2015668,335108,539N/A235,089N/A
9/30/2015683,614111,138N/AN/AN/A
6/30/2015672,519108,812N/A225,600N/A

アナリストによる今後の成長予測

収入対貯蓄率: 941の予測収益成長率 (年間3% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 941の収益 ( 3% ) Hong Kong市場 ( 12.6% ) よりも低い成長が予測されています。

高成長収益: 941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: 941の収益 ( 1.4% ) Hong Kong市場 ( 8.7% ) よりも低い成長が予測されています。

高い収益成長: 941の収益 ( 1.4% ) 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: 941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 ( 9.8 %)。

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2026/05/26 04:20
終値2026/05/22 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
  • 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やYoutubeのチュートリアルも掲載しています。

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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 Mobile 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 RamachandranBarclays
Chris LaneBernstein
Bertram LaiCGS International