China Mobile (941) 주식 개요
차이나 모바일은 중국 본토와 홍콩에서 통신 및 정보 관련 서비스를 제공하는 회사입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 941에 대한 위험이 감지되지 않았습니다.
941 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$119.25
FV
33.5% 저평가 내재 할인율7.00%
Revenue growth p.a.
50
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China Mobile Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | HK$79.25 |
| 52주 최고가 | HK$90.60 |
| 52주 최저가 | HK$75.55 |
| 베타 | 0.25 |
| 1개월 변동 | -3.12% |
| 3개월 변동 | -2.76% |
| 1년 변동 | -8.49% |
| 3년 변동 | 22.96% |
| 5년 변동 | 63.57% |
| IPO 이후 변동 | 651.18% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 24
941: Network Upgrade And 2025 Dividend Policy Will Support Repricing Potential
China Mobile's analyst price target has been adjusted slightly, with the updated fair value moving by HK$0.04 to HK$96.78 as analysts refine their assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for China Mobile China Mobile Hong Kong Company Limited (CMHK) received approval from the Communications Authority to cease its 2G service, becoming the first mobile network operator in Hong Kong to focus solely on 4G, 5G and 5.5G services.내러티브 업데이트 • Jun 05
941: 2025 Dividend Policy Will Support Future Upside Repricing Potential
Analysts have made a small upward adjustment to their HK$ fair value estimate for China Mobile, citing slightly refined assumptions around future P/E, discount rate, revenue growth, and profit margins as they refresh their valuation work. What's in the News The board recommends a 2025 final dividend of HK$2.52 per share, bringing the total 2025 dividend to HK$5.27 per share, with a stated dividend payout ratio of 75% for the year.Recent updates
내러티브 업데이트 • Jun 24
941: Network Upgrade And 2025 Dividend Policy Will Support Repricing Potential
China Mobile's analyst price target has been adjusted slightly, with the updated fair value moving by HK$0.04 to HK$96.78 as analysts refine their assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for China Mobile China Mobile Hong Kong Company Limited (CMHK) received approval from the Communications Authority to cease its 2G service, becoming the first mobile network operator in Hong Kong to focus solely on 4G, 5G and 5.5G services.내러티브 업데이트 • Jun 05
941: 2025 Dividend Policy Will Support Future Upside Repricing Potential
Analysts have made a small upward adjustment to their HK$ fair value estimate for China Mobile, citing slightly refined assumptions around future P/E, discount rate, revenue growth, and profit margins as they refresh their valuation work. What's in the News The board recommends a 2025 final dividend of HK$2.52 per share, bringing the total 2025 dividend to HK$5.27 per share, with a stated dividend payout ratio of 75% for the year.내러티브 업데이트 • 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).
새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.분석 기사 • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...분석 기사 • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...내러티브 업데이트 • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.내러티브 업데이트 • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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.주주 수익률
| 941 | HK Wireless Telecom | HK 시장 | |
|---|---|---|---|
| 7D | 2.7% | 2.7% | 1.3% |
| 1Y | -8.5% | -9.2% | -2.4% |
수익률 대 산업: 941은 지난 1년 동안 -9.2%의 수익을 기록한 Hong Kong Wireless Telecom 산업과 동일한 성과를 보였습니다.
수익률 대 시장: 941은 지난 1년 동안 -2.4%를 기록한 Hong Kong 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 941 volatility | |
|---|---|
| 941 Average Weekly Movement | 1.7% |
| Wireless Telecom Industry Average Movement | 2.6% |
| Market Average Movement | 7.5% |
| 10% most volatile stocks in HK Market | 16.4% |
| 10% least volatile stocks in HK Market | 3.6% |
안정적인 주가: 941는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 941의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1997 | 461,345 | Yangfan Chen | www.chinamobileltd.com |
차이나 모바일은 중국 본토와 홍콩에서 통신 및 정보 관련 서비스를 제공합니다. 주로 음성, 데이터, 광대역, 전용회선, 인터넷 데이터 센터, 클라우드 컴퓨팅, IoT 및 기타 고객, 가정, 기업 및 신규 시장에서의 서비스로 구성되어 있습니다. 이 회사는 설계 및 컨설팅, 통신 엔지니어링 건설, 계획, 시설 엔지니어링, 장비 유지보수 서비스를 제공합니다.
China Mobile Limited 기초 지표 요약
| 941 기초 통계 | |
|---|---|
| 시가총액 | HK$1.74t |
| 순이익 (TTM) | HK$157.04b |
| 매출 (TTM) | HK$1.22t |
10.9x
주가수익비율(P/E)1.4x
주가매출비율(P/S)941는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 941 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥1.05t |
| 매출원가 | CN¥753.39b |
| 총이익 | CN¥299.51b |
| 기타 비용 | CN¥163.71b |
| 순이익 | CN¥135.81b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 14, 2026
| 주당순이익(EPS) | 6.26 |
| 총이익률 | 28.45% |
| 순이익률 | 12.90% |
| 부채/자본 비율 | 0.7% |
941의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
6.6%
현재 배당 수익률75%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 01:02 |
| 종가 | 2026/07/13 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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 Mobile Limited는 45명의 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 |
| Bertram Lai | CGS International |