View ValuationChina Mobile 향후 성장Future 기준 점검 1/6China Mobile (는) 각각 연간 2.6% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.3% 로 예상됩니다.핵심 정보2.6%이익 성장률2.20%EPS 성장률Wireless Telecom 이익 성장47.8%매출 성장률3.0%향후 자기자본이익률10.33%애널리스트 커버리지Good마지막 업데이트21 Jan 2025최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Mar 30China Mobile Limited to Report Q1, 2026 Results on Apr 21, 2026China Mobile Limited announced that they will report Q1, 2026 results on Apr 21, 2026공지 • Mar 26China Mobile Limited, Annual General Meeting, May 21, 2026China Mobile Limited, Annual General Meeting, May 21, 2026.공지 • Dec 26China Mobile Limited to Report Fiscal Year 2025 Results on Mar 27, 2026China Mobile Limited announced that they will report fiscal year 2025 results on Mar 27, 2026공지 • Sep 30China Mobile Limited to Report Q3, 2025 Results on Oct 20, 2025China Mobile Limited announced that they will report Q3, 2025 results on Oct 20, 2025공지 • Jun 30China Mobile Limited to Report First Half, 2025 Results on Aug 08, 2025China Mobile Limited announced that they will report first half, 2025 results on Aug 08, 2025공지 • Jun 24China Mobile Limited(SHSE:600941) dropped from Shanghai Stock Exchange 180 Value IndexChina Mobile Limited has been removed from Shanghai Stock Exchange 180 Value Index공지 • Mar 28China Mobile Limited to Report Q1, 2025 Results on Apr 23, 2025China Mobile Limited announced that they will report Q1, 2025 results on Apr 23, 2025공지 • Mar 20+ 1 more updateChina Mobile Limited, Annual General Meeting, May 22, 2025China Mobile Limited, Annual General Meeting, May 22, 2025, at 10:00 China Standard Time. Location: grand ballroom, grand hyatt hong kong, 1 harbour road., wanchai Hong Kong공지 • Jan 08China Mobile Limited Announces Board ChangesThe Board of Directors of China Mobile Limited announced that Mr. Li Pizheng has resigned from his position as an Executive Director of the Company by reason of age with effect from 8 January 2025. Mr. Li has confirmed that there is no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company. The Board announced that, as proposed by the Nomination Committee of the Company and after review and approval by the Board, Mr. Wang Limin has been appointed as an Executive Director of the Company with effect from 8 January 2025. Mr. Wang Limin, aged 56, is currently a Director of China Mobile Communications Group Co. Ltd., the ultimate controlling shareholder of the Company. Mr. Wang had successively served as Director of the Grassroots Construction Guidance Office of the General Office of the Political Department of the Supreme People's Procuratorate of the People's Republic of China (the "Supreme People's Procuratorate"), Deputy Director and Deputy Director (Second Branch) of the Anti-Corruption and Bribery Bureau of the Supreme People's Procuratorate, Deputy Director of the Third Discipline Inspection and Supervision Office of the Central Commission for Discipline Inspection, Deputy Director of the Seventh Supervision and Inspection Office of the Central Commission for Discipline Inspection and the National Supervisory Commission, Head of the Discipline Inspection Team and Head of the Discipline Inspection and Supervision Team of China Huaneng Group Co. Ltd. Mr. Wang received a master's degree in laws from Peking University in 1992.공지 • Dec 27China Mobile Limited to Report Fiscal Year 2024 Results on Mar 21, 2025China Mobile Limited announced that they will report fiscal year 2024 results on Mar 21, 2025공지 • Nov 21China Mobile in Talks to Take over HKBN in Cash BidChina Mobile Limited (SEHK:941) is in talks to buy broadband service provider HKBN Ltd. (SEHK:1310), as it seeks to expand its presence in Hong Kong. HKBN's board received a proposal from the Hong Kong unit of China Mobile for a cash bid to buy all the issued shares of the company, HKBN said in a statement to Hong Kong's stock exchange on 20 November 2024. Discussions were ongoing and no agreement had been reached, it said. The company statement came out after media reports about the deal prompted HKBN's shares to be suspended from trading on Tuesday, pending the company's response. HKBN, which is part of the Hang Seng Composite Index, has a market value of HKD 6.03 billion. "The company will make monthly announcements setting out the progress of the possible offer until an announcement of a firm intention to make an offer or of a decision not to proceed with an offer is made," HKBN said. China Mobile has conducted due diligence on the offer and was in talks with buyout firms MBK Partners and TPG, HKBN's major shareholders, according to media reports. The carrier was willing to pay at least HKD 5 per share for HKBN, which would amount to a bid of more than HKD 6.5 billion, the reports said. Investment firms including IDG Capital and Squared Capital also showed interest in taking over HKBN, though no final agreements were reached, according to media reports.Reported Earnings • Oct 21Third quarter 2024 earnings released: EPS: CN¥1.43 (vs CN¥1.38 in 3Q 2023)Third quarter 2024 results: EPS: CN¥1.43 (up from CN¥1.38 in 3Q 2023). Revenue: CN¥244.7b (flat on 3Q 2023). Net income: CN¥30.7b (up 4.6% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공지 • Sep 30China Mobile Limited to Report Q3, 2024 Results on Oct 22, 2024China Mobile Limited announced that they will report Q3, 2024 results on Oct 22, 2024Upcoming Dividend • Aug 26Upcoming dividend of HK$2.60 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 24 September 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 95%. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (7.8%).Declared Dividend • Aug 11First half dividend of HK$2.60 announcedShareholders will receive a dividend of HK$2.60. Ex-date: 2nd September 2024 Payment date: 24th September 2024 Dividend yield will be 35%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (323% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Aug 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 323% Dividend yield: 6.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CN¥2.37 (vs CN¥2.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥2.37 (up from CN¥2.26 in 2Q 2023). Revenue: CN¥283.0b (up 1.1% from 2Q 2023). Net income: CN¥50.6b (up 5.2% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.공지 • Aug 08China Mobile Limited Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on 24 September 2024China Mobile Limited announced interim dividend of HKD 2.6 per share for the six months ended 30 June 2024. Ex-dividend date is 02 September 2024, Record date is 06 September 2024 and Payment date is 24 September 2024.공지 • Jun 29China Mobile Limited to Report First Half, 2024 Results on Aug 09, 2024China Mobile Limited announced that they will report first half, 2024 results on Aug 09, 2024공지 • Jun 18Yangtze Optical Fibre and Cable Joint Stock Limited Company and China Mobile Debut 800G Hollow-Core Fibre Transmission NetworkOn June 6, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC), in collaboration with China Mobile, unveiled the world's first 800G hollow-core fibre transmission test network in Shenzhen-Dongguan, Guangdong. The development is a significant milestone in the evolution of telecommunications infrastructure, pushing the boundaries of traditional fibre optic technology. YOFC's participation in the test network featured a comprehensive suite of solutions specifically designed for hollow-core fibre optics, encompassing the provision of cables, essential splicing services, and adapters for integration with single-mode fibres. The project successfully navigated several technical challenges common in complex installations. The challenges involved mitigating environmental risks and ensuring robust infrastructure during fibre laying and splicing operations--addressing pipe flooding, managing excessive humidity, and conducting precise splicing in outdoor environments. These efforts were crucial in enabling a detailed evaluation of the fibre's performance under real operational conditions. Key performance metrics achieved on a 20km test link--such as splice losses between hollow-core fibres, connections from hollow-core to solid-core fibres, and attenuation post-installation-- were benchmarked against leading global standards. Moreover, the deployment featured an 800Gbps single-wavelength optical transmission setup, achieving a bidirectional long-distance transmission test with a throughput of 128Tb/s over hollow-core fibre. This not only demonstrated the practical application of such fibres in intricate and demanding network environments but also served as a critical proof-of-concept for the scalability and industrial applicability of hollow-core fibre technologies. New technological heights are being achieved across the sector, driven by the ongoing advancements in artificial intelligence. Hollow-core fibre, utilizing an innovative air-guiding mechanism, surpasses the performance constraints associated with traditional solid-core fibres in both capacity and latency. The technology offers marked improvements in data transport infrastructures such as internet backbones and data centers, and is expected to continue meeting the growing demands for data transmission for the next 20 years and beyond. YOFC plans to advance the development and manufacturing of next-generation hollow-core fibre technologies. Working with industry allies, YOFC seeks to foster innovation, fast-track the commercialization of new fibres, and boost optical network performance, establishing a solid foundation for the fibre infrastructure essential for a smarter world.Upcoming Dividend • May 30Upcoming dividend of HK$2.40 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 70% and the cash payout ratio is 85%. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (7.9%).공지 • Apr 27+ 1 more updateChina Mobile Limited Announces Appointment of He Biao as Executive DirectorThe Board of Directors of China Mobile Limited announced that, as proposed by the Nomination Committee of the Company and after review and approval by the Board, Mr. He Biao has been appointed as an Executive Director of the Company with effect from 26 April 2024. Mr. He Biao, aged 52, is currently a Director and the President of China Mobile Communications Group Co. Ltd., the ultimate controlling shareholder of the Company, and China Mobile Communication Co. Ltd. Mr. He had successively served as Deputy General Manager and General Manager of Guangdong Branch of China United Network Communications Corporation Limited, Vice General Manager of China United Network Communications Group Company Limited, Senior Vice President of China United Network Communications Limited (listed in Shanghai), Senior Vice President of China Unicom (Hong Kong) Limited (listed in Hong Kong), Director and Senior Vice President of China United Network Communications Corporation Limited, and Chairman of China Unicom Online Information Technology Company Limited. Mr. He graduated from Xiangtan University in 1993 and received a doctorate degree in business administration from Grenoble Ecole de Management, France in 2016.Reported Earnings • Apr 23First quarter 2024 earnings released: EPS: CN¥1.38 (vs CN¥1.31 in 1Q 2023)First quarter 2024 results: EPS: CN¥1.38 (up from CN¥1.31 in 1Q 2023). Revenue: CN¥263.7b (up 5.2% from 1Q 2023). Net income: CN¥29.6b (up 5.5% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공지 • Mar 29China Mobile Limited to Report Q1, 2024 Results on Apr 23, 2024China Mobile Limited announced that they will report Q1, 2024 results on Apr 23, 2024공지 • Mar 22China Mobile Limited, Annual General Meeting, May 22, 2024China Mobile Limited, Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: Grand Ballroom, Grand Hyatt Hong Kong, 1 Harbour Road, Hong Kong Agenda: To consider 2023 Final Dividend.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: CN¥6.16 (vs CN¥5.88 in FY 2022)Full year 2023 results: EPS: CN¥6.16 (up from CN¥5.88 in FY 2022). Revenue: CN¥1.01t (up 7.7% from FY 2022). Net income: CN¥131.8b (up 5.0% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.공지 • Jan 11+ 1 more updateChina Mobile Limited Announces Resignation of Dong Xin as Chief Executive OfficerThe Board of Directors of China Mobile Limited announced that Mr. Dong Xin ("Mr. Dong") has resigned from his position as Chief Executive Officer of the Company by reason of work reassignment with effect from 11 January 2024. Mr. Dong has confirmed that there is no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company.공지 • Dec 29China Mobile Limited to Report Fiscal Year 2023 Results on Mar 22, 2024China Mobile Limited announced that they will report fiscal year 2023 results on Mar 22, 2024Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: CN¥1.38 (vs CN¥1.33 in 3Q 2022)Third quarter 2023 results: EPS: CN¥1.38 (up from CN¥1.33 in 3Q 2022). Revenue: CN¥244.8b (up 8.1% from 3Q 2022). Net income: CN¥29.3b (up 3.8% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 25Upcoming dividend of HK$2.43 per share at 6.3% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.3%).Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥2.26 (vs CN¥2.10 in 2Q 2022)Second quarter 2023 results: EPS: CN¥2.26 (up from CN¥2.10 in 2Q 2022). Revenue: CN¥280.0b (up 3.8% from 2Q 2022). Net income: CN¥48.1b (up 7.7% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.공지 • Aug 12China Mobile Limited Announces Ordinary Interim Dividend for the Six Months Ended 30 June 2023, Payable on 25 September 2023China Mobile Limited announced ordinary interim dividend for the six months ended 30 June 2023 of HKD 2.43 per share. Ex-dividend date is 01 September 2023. Record date is 08 September 2023. Payment date is 25 September 2023.Upcoming Dividend • May 31Upcoming dividend of HK$2.21 per share at 6.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 65% and the cash payout ratio is 94%. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (7.6%).Upcoming Dividend • Apr 26Upcoming dividend of HK$1.76 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 20 May 2021. Trailing yield: 6.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.9%).Reported Earnings • Apr 24First quarter 2021 earnings released: EPS CN¥1.18The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥198.5b (up 9.5% from 1Q 2020). Net income: CN¥24.1b (up 2.6% from 1Q 2020). Profit margin: 12% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥768.1b (up 3.0% from FY 2019). Net income: CN¥107.8b (up 1.1% from FY 2019). Profit margin: 14% (in line with FY 2019).Is New 90 Day High Low • Feb 20New 90-day high: €5.62The company is up 9.0% from its price of €5.15 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.20 per share.Is New 90 Day High Low • Dec 23New 90-day low: €4.63The company is down 18% from its price of €5.64 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.83 per share.Is New 90 Day High Low • Dec 04New 90-day low: €4.99The company is down 14% from its price of €5.80 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.89 per share.Is New 90 Day High Low • Nov 19New 90-day low: €5.22The company is down 17% from its price of €6.32 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.63 per share.Is New 90 Day High Low • Oct 29New 90-day low: €5.32The company is down 8.0% from its price of €5.80 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.50 per share.Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 1.7% at CN¥184.5b. Revenue is forecast to grow 4.1% over the next year, compared to a 2.1% decline forecast for the Wireless Telecom industry in Germany.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥106.4b, up 1.8% from the prior year. Total revenue was CN¥753.6b over the last 12 months, up 2.4% from the prior year.Is New 90 Day High Low • Sep 25New 90-day low: €5.64The company is down 8.0% from its price of €6.11 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.15 per share.이익 및 매출 성장 예측DB:CTM - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,132,594152,520151,252314,543412/31/20261,118,518152,642159,582314,8401412/31/20251,079,107145,643150,924316,2911512/31/20241,038,188138,835149,592301,561159/30/20241,025,207137,141112,995290,177N/A6/30/20241,025,334135,79499,555274,632N/A3/31/20241,022,270133,308106,984285,479N/A12/31/20231,009,309131,766122,517303,780N/A9/30/2023989,332132,433116,905290,836N/A6/30/2023971,044131,357114,491294,003N/A3/31/2023960,685127,90292,215278,185N/A12/31/2022937,259125,45991,162280,750N/A9/30/2022923,115127,50779,135293,240N/A6/30/2022901,545127,09490,960300,418N/A3/31/2022877,149117,505101,842316,262N/A12/31/2021848,258115,937107,453314,764N/A9/30/2021842,300113,205N/AN/AN/A6/30/2021821,854111,196123,863309,314N/A3/31/2021785,199108,399N/AN/AN/A12/31/2020768,070107,843117,312307,761N/A9/30/2020753,617106,441N/AN/AN/A6/30/2020746,353106,34369,136281,474N/A3/31/2020742,217106,441N/AN/AN/A12/31/2019745,917106,64142,626247,591N/A9/30/2019735,819104,581N/AN/AN/A6/30/2019734,414108,20313,152214,016N/A3/31/2019736,319115,681N/AN/AN/A12/31/2018736,819117,78110,987206,151N/A9/30/2018738,714117,179N/AN/AN/A6/30/2018743,475117,245N/A225,566N/A3/31/2018742,014115,279N/AN/AN/A12/31/2017740,514114,279N/A245,514N/A9/30/2017735,221112,741N/AN/AN/A6/30/2017726,941110,844N/A248,067N/A3/31/2017714,921109,641N/AN/AN/A12/31/2016708,421108,741N/A253,701N/A9/30/2016690,835111,239N/AN/AN/A6/30/2016692,995111,775N/A249,760N/A3/31/2016682,535108,639N/AN/AN/A12/31/2015668,335108,539N/A235,089N/A9/30/2015683,614111,138N/AN/AN/A6/30/2015672,519108,812N/A225,600N/A3/31/2015652,469104,147N/AN/AN/A12/31/2014651,509109,218N/A216,438N/A9/30/2014651,632112,762N/A218,142N/A6/30/2014651,754116,306N/A219,845N/A3/31/2014640,966118,999N/A222,415N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CTM 의 연간 예상 수익 증가율(2.6%)이 saving rate(1%)보다 높습니다.수익 vs 시장: CTM 의 연간 수익(2.6%)이 German 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: CTM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CTM 의 수익(연간 3%)이 German 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CTM 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CTM의 자본 수익률은 3년 후 10.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/01/25 08:32종가2024/10/29 00:00수익2024/09/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스China Mobile Limited는 47명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anand RamachandranBarclaysChris LaneBernsteinBertram LaiCGS International44명의 분석가 더 보기
공지 • Mar 30China Mobile Limited to Report Q1, 2026 Results on Apr 21, 2026China Mobile Limited announced that they will report Q1, 2026 results on Apr 21, 2026
공지 • Mar 26China Mobile Limited, Annual General Meeting, May 21, 2026China Mobile Limited, Annual General Meeting, May 21, 2026.
공지 • Dec 26China Mobile Limited to Report Fiscal Year 2025 Results on Mar 27, 2026China Mobile Limited announced that they will report fiscal year 2025 results on Mar 27, 2026
공지 • Sep 30China Mobile Limited to Report Q3, 2025 Results on Oct 20, 2025China Mobile Limited announced that they will report Q3, 2025 results on Oct 20, 2025
공지 • Jun 30China Mobile Limited to Report First Half, 2025 Results on Aug 08, 2025China Mobile Limited announced that they will report first half, 2025 results on Aug 08, 2025
공지 • Jun 24China Mobile Limited(SHSE:600941) dropped from Shanghai Stock Exchange 180 Value IndexChina Mobile Limited has been removed from Shanghai Stock Exchange 180 Value Index
공지 • Mar 28China Mobile Limited to Report Q1, 2025 Results on Apr 23, 2025China Mobile Limited announced that they will report Q1, 2025 results on Apr 23, 2025
공지 • Mar 20+ 1 more updateChina Mobile Limited, Annual General Meeting, May 22, 2025China Mobile Limited, Annual General Meeting, May 22, 2025, at 10:00 China Standard Time. Location: grand ballroom, grand hyatt hong kong, 1 harbour road., wanchai Hong Kong
공지 • Jan 08China Mobile Limited Announces Board ChangesThe Board of Directors of China Mobile Limited announced that Mr. Li Pizheng has resigned from his position as an Executive Director of the Company by reason of age with effect from 8 January 2025. Mr. Li has confirmed that there is no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company. The Board announced that, as proposed by the Nomination Committee of the Company and after review and approval by the Board, Mr. Wang Limin has been appointed as an Executive Director of the Company with effect from 8 January 2025. Mr. Wang Limin, aged 56, is currently a Director of China Mobile Communications Group Co. Ltd., the ultimate controlling shareholder of the Company. Mr. Wang had successively served as Director of the Grassroots Construction Guidance Office of the General Office of the Political Department of the Supreme People's Procuratorate of the People's Republic of China (the "Supreme People's Procuratorate"), Deputy Director and Deputy Director (Second Branch) of the Anti-Corruption and Bribery Bureau of the Supreme People's Procuratorate, Deputy Director of the Third Discipline Inspection and Supervision Office of the Central Commission for Discipline Inspection, Deputy Director of the Seventh Supervision and Inspection Office of the Central Commission for Discipline Inspection and the National Supervisory Commission, Head of the Discipline Inspection Team and Head of the Discipline Inspection and Supervision Team of China Huaneng Group Co. Ltd. Mr. Wang received a master's degree in laws from Peking University in 1992.
공지 • Dec 27China Mobile Limited to Report Fiscal Year 2024 Results on Mar 21, 2025China Mobile Limited announced that they will report fiscal year 2024 results on Mar 21, 2025
공지 • Nov 21China Mobile in Talks to Take over HKBN in Cash BidChina Mobile Limited (SEHK:941) is in talks to buy broadband service provider HKBN Ltd. (SEHK:1310), as it seeks to expand its presence in Hong Kong. HKBN's board received a proposal from the Hong Kong unit of China Mobile for a cash bid to buy all the issued shares of the company, HKBN said in a statement to Hong Kong's stock exchange on 20 November 2024. Discussions were ongoing and no agreement had been reached, it said. The company statement came out after media reports about the deal prompted HKBN's shares to be suspended from trading on Tuesday, pending the company's response. HKBN, which is part of the Hang Seng Composite Index, has a market value of HKD 6.03 billion. "The company will make monthly announcements setting out the progress of the possible offer until an announcement of a firm intention to make an offer or of a decision not to proceed with an offer is made," HKBN said. China Mobile has conducted due diligence on the offer and was in talks with buyout firms MBK Partners and TPG, HKBN's major shareholders, according to media reports. The carrier was willing to pay at least HKD 5 per share for HKBN, which would amount to a bid of more than HKD 6.5 billion, the reports said. Investment firms including IDG Capital and Squared Capital also showed interest in taking over HKBN, though no final agreements were reached, according to media reports.
Reported Earnings • Oct 21Third quarter 2024 earnings released: EPS: CN¥1.43 (vs CN¥1.38 in 3Q 2023)Third quarter 2024 results: EPS: CN¥1.43 (up from CN¥1.38 in 3Q 2023). Revenue: CN¥244.7b (flat on 3Q 2023). Net income: CN¥30.7b (up 4.6% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Sep 30China Mobile Limited to Report Q3, 2024 Results on Oct 22, 2024China Mobile Limited announced that they will report Q3, 2024 results on Oct 22, 2024
Upcoming Dividend • Aug 26Upcoming dividend of HK$2.60 per shareEligible shareholders must have bought the stock before 02 September 2024. Payment date: 24 September 2024. Payout ratio is a comfortable 72% and the cash payout ratio is 95%. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (7.8%).
Declared Dividend • Aug 11First half dividend of HK$2.60 announcedShareholders will receive a dividend of HK$2.60. Ex-date: 2nd September 2024 Payment date: 24th September 2024 Dividend yield will be 35%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (323% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Aug 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 323% Dividend yield: 6.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CN¥2.37 (vs CN¥2.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥2.37 (up from CN¥2.26 in 2Q 2023). Revenue: CN¥283.0b (up 1.1% from 2Q 2023). Net income: CN¥50.6b (up 5.2% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Aug 08China Mobile Limited Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on 24 September 2024China Mobile Limited announced interim dividend of HKD 2.6 per share for the six months ended 30 June 2024. Ex-dividend date is 02 September 2024, Record date is 06 September 2024 and Payment date is 24 September 2024.
공지 • Jun 29China Mobile Limited to Report First Half, 2024 Results on Aug 09, 2024China Mobile Limited announced that they will report first half, 2024 results on Aug 09, 2024
공지 • Jun 18Yangtze Optical Fibre and Cable Joint Stock Limited Company and China Mobile Debut 800G Hollow-Core Fibre Transmission NetworkOn June 6, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC), in collaboration with China Mobile, unveiled the world's first 800G hollow-core fibre transmission test network in Shenzhen-Dongguan, Guangdong. The development is a significant milestone in the evolution of telecommunications infrastructure, pushing the boundaries of traditional fibre optic technology. YOFC's participation in the test network featured a comprehensive suite of solutions specifically designed for hollow-core fibre optics, encompassing the provision of cables, essential splicing services, and adapters for integration with single-mode fibres. The project successfully navigated several technical challenges common in complex installations. The challenges involved mitigating environmental risks and ensuring robust infrastructure during fibre laying and splicing operations--addressing pipe flooding, managing excessive humidity, and conducting precise splicing in outdoor environments. These efforts were crucial in enabling a detailed evaluation of the fibre's performance under real operational conditions. Key performance metrics achieved on a 20km test link--such as splice losses between hollow-core fibres, connections from hollow-core to solid-core fibres, and attenuation post-installation-- were benchmarked against leading global standards. Moreover, the deployment featured an 800Gbps single-wavelength optical transmission setup, achieving a bidirectional long-distance transmission test with a throughput of 128Tb/s over hollow-core fibre. This not only demonstrated the practical application of such fibres in intricate and demanding network environments but also served as a critical proof-of-concept for the scalability and industrial applicability of hollow-core fibre technologies. New technological heights are being achieved across the sector, driven by the ongoing advancements in artificial intelligence. Hollow-core fibre, utilizing an innovative air-guiding mechanism, surpasses the performance constraints associated with traditional solid-core fibres in both capacity and latency. The technology offers marked improvements in data transport infrastructures such as internet backbones and data centers, and is expected to continue meeting the growing demands for data transmission for the next 20 years and beyond. YOFC plans to advance the development and manufacturing of next-generation hollow-core fibre technologies. Working with industry allies, YOFC seeks to foster innovation, fast-track the commercialization of new fibres, and boost optical network performance, establishing a solid foundation for the fibre infrastructure essential for a smarter world.
Upcoming Dividend • May 30Upcoming dividend of HK$2.40 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 70% and the cash payout ratio is 85%. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (7.9%).
공지 • Apr 27+ 1 more updateChina Mobile Limited Announces Appointment of He Biao as Executive DirectorThe Board of Directors of China Mobile Limited announced that, as proposed by the Nomination Committee of the Company and after review and approval by the Board, Mr. He Biao has been appointed as an Executive Director of the Company with effect from 26 April 2024. Mr. He Biao, aged 52, is currently a Director and the President of China Mobile Communications Group Co. Ltd., the ultimate controlling shareholder of the Company, and China Mobile Communication Co. Ltd. Mr. He had successively served as Deputy General Manager and General Manager of Guangdong Branch of China United Network Communications Corporation Limited, Vice General Manager of China United Network Communications Group Company Limited, Senior Vice President of China United Network Communications Limited (listed in Shanghai), Senior Vice President of China Unicom (Hong Kong) Limited (listed in Hong Kong), Director and Senior Vice President of China United Network Communications Corporation Limited, and Chairman of China Unicom Online Information Technology Company Limited. Mr. He graduated from Xiangtan University in 1993 and received a doctorate degree in business administration from Grenoble Ecole de Management, France in 2016.
Reported Earnings • Apr 23First quarter 2024 earnings released: EPS: CN¥1.38 (vs CN¥1.31 in 1Q 2023)First quarter 2024 results: EPS: CN¥1.38 (up from CN¥1.31 in 1Q 2023). Revenue: CN¥263.7b (up 5.2% from 1Q 2023). Net income: CN¥29.6b (up 5.5% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Mar 29China Mobile Limited to Report Q1, 2024 Results on Apr 23, 2024China Mobile Limited announced that they will report Q1, 2024 results on Apr 23, 2024
공지 • Mar 22China Mobile Limited, Annual General Meeting, May 22, 2024China Mobile Limited, Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: Grand Ballroom, Grand Hyatt Hong Kong, 1 Harbour Road, Hong Kong Agenda: To consider 2023 Final Dividend.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: CN¥6.16 (vs CN¥5.88 in FY 2022)Full year 2023 results: EPS: CN¥6.16 (up from CN¥5.88 in FY 2022). Revenue: CN¥1.01t (up 7.7% from FY 2022). Net income: CN¥131.8b (up 5.0% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year.
공지 • Jan 11+ 1 more updateChina Mobile Limited Announces Resignation of Dong Xin as Chief Executive OfficerThe Board of Directors of China Mobile Limited announced that Mr. Dong Xin ("Mr. Dong") has resigned from his position as Chief Executive Officer of the Company by reason of work reassignment with effect from 11 January 2024. Mr. Dong has confirmed that there is no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company.
공지 • Dec 29China Mobile Limited to Report Fiscal Year 2023 Results on Mar 22, 2024China Mobile Limited announced that they will report fiscal year 2023 results on Mar 22, 2024
Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: CN¥1.38 (vs CN¥1.33 in 3Q 2022)Third quarter 2023 results: EPS: CN¥1.38 (up from CN¥1.33 in 3Q 2022). Revenue: CN¥244.8b (up 8.1% from 3Q 2022). Net income: CN¥29.3b (up 3.8% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 25Upcoming dividend of HK$2.43 per share at 6.3% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.3%).
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥2.26 (vs CN¥2.10 in 2Q 2022)Second quarter 2023 results: EPS: CN¥2.26 (up from CN¥2.10 in 2Q 2022). Revenue: CN¥280.0b (up 3.8% from 2Q 2022). Net income: CN¥48.1b (up 7.7% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
공지 • Aug 12China Mobile Limited Announces Ordinary Interim Dividend for the Six Months Ended 30 June 2023, Payable on 25 September 2023China Mobile Limited announced ordinary interim dividend for the six months ended 30 June 2023 of HKD 2.43 per share. Ex-dividend date is 01 September 2023. Record date is 08 September 2023. Payment date is 25 September 2023.
Upcoming Dividend • May 31Upcoming dividend of HK$2.21 per share at 6.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 65% and the cash payout ratio is 94%. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (7.6%).
Upcoming Dividend • Apr 26Upcoming dividend of HK$1.76 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 20 May 2021. Trailing yield: 6.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.9%).
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS CN¥1.18The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥198.5b (up 9.5% from 1Q 2020). Net income: CN¥24.1b (up 2.6% from 1Q 2020). Profit margin: 12% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥768.1b (up 3.0% from FY 2019). Net income: CN¥107.8b (up 1.1% from FY 2019). Profit margin: 14% (in line with FY 2019).
Is New 90 Day High Low • Feb 20New 90-day high: €5.62The company is up 9.0% from its price of €5.15 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.20 per share.
Is New 90 Day High Low • Dec 23New 90-day low: €4.63The company is down 18% from its price of €5.64 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.83 per share.
Is New 90 Day High Low • Dec 04New 90-day low: €4.99The company is down 14% from its price of €5.80 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.89 per share.
Is New 90 Day High Low • Nov 19New 90-day low: €5.22The company is down 17% from its price of €6.32 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.63 per share.
Is New 90 Day High Low • Oct 29New 90-day low: €5.32The company is down 8.0% from its price of €5.80 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.50 per share.
Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 1.7% at CN¥184.5b. Revenue is forecast to grow 4.1% over the next year, compared to a 2.1% decline forecast for the Wireless Telecom industry in Germany.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥106.4b, up 1.8% from the prior year. Total revenue was CN¥753.6b over the last 12 months, up 2.4% from the prior year.
Is New 90 Day High Low • Sep 25New 90-day low: €5.64The company is down 8.0% from its price of €6.11 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.15 per share.