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China Telecom Corporation LimitedSEHK:728 주식 보고서

시가총액 HK$624.7b
주가
HK$5.39
HK$6.3
14.4% 저평가 내재 할인율
1Y-7.2%
7D1.3%
1D
포트폴리오 가치
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China Telecom Corporation Limited

SEHK:728 주식 리포트

시가총액: HK$624.7b

China Telecom (728) 주식 개요

차이나텔레콤은 자회사와 함께 중화인민공화국에서 모바일 통신, 유선 및 위성 통신, 인터넷 액세스, 클라우드 컴퓨팅 및 컴퓨팅 파워, AI, 빅데이터, 양자, ICT 통합을 제공합니다. 자세히 보기

728 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장1/6
과거 실적2/6
재무 건전성5/6
배당4/6

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China Telecom Corporation Limited 경쟁사

가격 이력 및 성과

China Telecom 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가HK$5.39
52주 최고가HK$6.49
52주 최저가HK$4.75
베타0.47
1개월 변동7.16%
3개월 변동9.55%
1년 변동-7.23%
3년 변동35.77%
5년 변동114.74%
IPO 이후 변동271.72%

최근 뉴스 및 업데이트

내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).

Recent updates

내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 Jun 10

Subdued Growth No Barrier To China Telecom Corporation Limited's (HKG:728) Price

With a price-to-earnings (or "P/E") ratio of 14.6x China Telecom Corporation Limited ( HKG:728 ) may be sending bearish...
분석 기사 May 23

China Telecom (HKG:728) Is Due To Pay A Dividend Of CN¥0.1006

China Telecom Corporation Limited ( HKG:728 ) will pay a dividend of CN¥0.1006 on the 18th of July. The payment will...
User avatar
새로운 내러티브 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.

주주 수익률

728HK TelecomHK 시장
7D1.3%0.3%-1.5%
1Y-7.2%-7.5%11.3%

수익률 대 산업: 728은 지난 1년 동안 -7.5%의 수익을 기록한 Hong Kong Telecom 산업과 동일한 성과를 보였습니다.

수익률 대 시장: 728은 지난 1년 동안 11.3%를 기록한 Hong Kong 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is 728's price volatile compared to industry and market?
728 volatility
728 Average Weekly Movement3.3%
Telecom Industry Average Movement2.9%
Market Average Movement7.3%
10% most volatile stocks in HK Market15.6%
10% least volatile stocks in HK Market3.5%

안정적인 주가: 728는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 728의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2002277,911Ruiwen Kewww.chinatelecom-h.com/en/global/home.php

차이나텔레콤은 자회사와 함께 중화인민공화국에서 모바일 통신, 유선 및 위성 통신, 인터넷 액세스, 클라우드 컴퓨팅 및 컴퓨팅 파워, AI, 빅데이터, 양자, ICT 통합을 제공합니다. 모바일 통신, 유선 및 스마트 패밀리, 산업 디지털화, 기타 서비스를 제공합니다. 이 회사는 2002년에 설립되었으며 중국 베이징에 본사를 두고 있습니다.

China Telecom Corporation Limited 기초 지표 요약

China Telecom의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
728 기초 통계
시가총액HK$624.66b
순이익 (TTM)HK$36.51b
매출 (TTM)HK$599.89b
13.5x
주가수익비율(P/E)
0.8x
주가매출비율(P/S)

728는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
728 손익계산서 (TTM)
매출CN¥520.39b
매출원가CN¥371.48b
총이익CN¥148.91b
기타 비용CN¥117.24b
순이익CN¥31.67b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.35
총이익률28.61%
순이익률6.09%
부채/자본 비율2.0%

728의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

5.8%
현재 배당 수익률
79%
배당 성향

728는 안정적으로 배당을 지급합니까?

728 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 728를 매수해야 하나요?
China Telecom 배당 일정
배당락일Jun 02 2026
배당 지급일Jul 08 2026
배당락일까지 남은 일수10 days
배당 지급일까지 남은 일수46 days

728는 안정적으로 배당을 지급합니까?

728 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 07:30
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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 가이드YouTube 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

China Telecom Corporation Limited는 49명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Anand RamachandranBarclays
Chris LaneBernstein
Wai Kit ChuBofA Global Research