China Telecom 향후 성장
Future 기준 점검 1/6
China Telecom (는) 각각 연간 5.4% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.
핵심 정보
5.4%
이익 성장률
5.56%
EPS 성장률
| Telecom 이익 성장 | 8.3% |
| 매출 성장률 | 2.6% |
| 향후 자기자본이익률 | 7.87% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 27 May 2026 |
최근 향후 성장 업데이트
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...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...Recent updates
내러티브 업데이트 • 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$6.30. This change reflects updated assumptions around the discount rate, profit margin, revenue growth and future P/E that remain broadly consistent with prior expectations.내러티브 업데이트 • May 07
728: Upcoming Dividend And Board Decisions Will Support Future Rerating Potential
Analysts have trimmed their HK$ 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...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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 551,228 | 34,237 | 54,770 | 126,480 | 9 |
| 12/31/2027 | 544,331 | 32,824 | 57,989 | 141,072 | 14 |
| 12/31/2026 | 533,182 | 30,820 | 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 |
| 6/30/2015 | 323,374 | 17,224 | N/A | 106,832 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 728 의 연간 예상 수익 증가율(5.4%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: 728 의 연간 수익(5.4%)이 Hong Kong 시장(12.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 728 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 728 의 수익(연간 2.6%)이 Hong Kong 시장(연간 8.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 728 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 728의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/10 11:51 |
| 종가 | 2026/06/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
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산업 및 섹터 지표
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분석가 소스
China Telecom Corporation Limited는 48명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Wai Kit Chu | BofA Global Research |