HKBN Ltd.

SEHK:1310 주식 리포트

시가총액: HK$9.3b

HKBN 향후 성장

Future 기준 점검 4/6

HKBN (는) 각각 연간 43.8% 및 1.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 43.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.8% 로 예상됩니다.

핵심 정보

43.8%

이익 성장률

43.64%

EPS 성장률

Telecom 이익 성장8.2%
매출 성장률1.7%
향후 자기자본이익률34.83%
애널리스트 커버리지

Low

마지막 업데이트27 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

SEHK:1310 - 애널리스트 향후 추정치 및 과거 재무 데이터 (HKD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: 1310 의 연간 예상 수익 증가율(43.8%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 1310 의 연간 수익(43.8%)이 Hong Kong 시장(12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 1310 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 1310 의 수익(연간 1.7%)이 Hong Kong 시장(연간 8.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 1310 의 수익(연간 1.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 1310의 자본 수익률은 3년 후 34.8%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 03:19
종가2026/06/10 00:00
수익2026/02/28
연간 수익2025/08/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 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 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

HKBN Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wen DuBarclays
Wai Kit ChuBofA Global Research
Kai QianChina International Capital Corporation Limited