China Mobile 향후 성장
Future 기준 점검 1/6
China Mobile (는) 각각 연간 3% 및 1.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.8% 로 예상됩니다.
핵심 정보
3.0%
이익 성장률
2.82%
EPS 성장률
| Wireless Telecom 이익 성장 | -3.9% |
| 매출 성장률 | 1.4% |
| 향후 자기자본이익률 | 9.84% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 May 2026 |
최근 향후 성장 업데이트
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...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...Recent updates
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...분석 기사 • Jun 23
China Mobile (HKG:941) Has More To Do To Multiply In Value Going Forward
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,080,522 | 142,750 | 180,713 | 292,392 | 10 |
| 12/31/2027 | 1,075,713 | 139,713 | 186,418 | 305,481 | 14 |
| 12/31/2026 | 1,058,218 | 130,223 | 143,311 | 259,974 | 14 |
| 3/31/2026 | 1,052,905 | 135,806 | 122,081 | 273,049 | N/A |
| 12/31/2025 | 1,050,187 | 137,095 | 75,968 | 232,919 | N/A |
| 9/30/2025 | 1,043,967 | 142,845 | 96,474 | 252,713 | N/A |
| 6/30/2025 | 1,037,784 | 142,407 | 110,137 | 268,196 | N/A |
| 3/31/2025 | 1,040,812 | 139,395 | 132,271 | 290,154 | N/A |
| 12/31/2024 | 1,040,759 | 138,373 | 159,762 | 315,741 | N/A |
| 9/30/2024 | 1,025,207 | 137,141 | 112,995 | 290,177 | N/A |
| 6/30/2024 | 1,025,334 | 135,794 | 99,555 | 274,632 | N/A |
| 3/31/2024 | 1,022,270 | 133,308 | 106,984 | 285,479 | N/A |
| 12/31/2023 | 1,009,309 | 131,766 | 122,517 | 303,780 | N/A |
| 9/30/2023 | 989,332 | 132,433 | 116,905 | 290,836 | N/A |
| 6/30/2023 | 971,044 | 131,357 | 114,491 | 294,003 | N/A |
| 3/31/2023 | 960,685 | 127,902 | 92,215 | 278,185 | N/A |
| 12/31/2022 | 937,259 | 125,459 | 91,162 | 280,750 | N/A |
| 9/30/2022 | 923,115 | 127,507 | 79,135 | 293,240 | N/A |
| 6/30/2022 | 901,545 | 127,094 | 90,960 | 300,418 | N/A |
| 3/31/2022 | 877,149 | 117,505 | 101,842 | 316,262 | N/A |
| 12/31/2021 | 848,258 | 115,937 | 107,453 | 314,764 | N/A |
| 9/30/2021 | 842,300 | 113,205 | N/A | N/A | N/A |
| 6/30/2021 | 821,854 | 111,196 | 123,863 | 309,314 | N/A |
| 3/31/2021 | 785,199 | 108,399 | N/A | N/A | N/A |
| 12/31/2020 | 768,070 | 107,843 | 117,312 | 307,761 | N/A |
| 9/30/2020 | 753,617 | 106,441 | N/A | N/A | N/A |
| 6/30/2020 | 746,353 | 106,343 | 69,136 | 281,474 | N/A |
| 3/31/2020 | 742,217 | 106,441 | N/A | N/A | N/A |
| 12/31/2019 | 745,917 | 106,641 | N/A | 247,591 | N/A |
| 9/30/2019 | 735,819 | 104,581 | N/A | N/A | N/A |
| 6/30/2019 | 734,414 | 108,203 | N/A | 214,016 | N/A |
| 3/31/2019 | 736,319 | 115,681 | N/A | N/A | N/A |
| 12/31/2018 | 736,819 | 117,781 | N/A | 206,151 | N/A |
| 9/30/2018 | 738,714 | 117,179 | N/A | N/A | N/A |
| 6/30/2018 | 743,475 | 117,245 | N/A | 225,566 | N/A |
| 3/31/2018 | 742,014 | 115,279 | N/A | N/A | N/A |
| 12/31/2017 | 740,514 | 114,279 | N/A | 245,514 | N/A |
| 9/30/2017 | 735,221 | 112,741 | N/A | N/A | N/A |
| 6/30/2017 | 726,941 | 110,844 | N/A | 248,067 | N/A |
| 3/31/2017 | 714,921 | 109,641 | N/A | N/A | N/A |
| 12/31/2016 | 708,421 | 108,741 | N/A | 253,701 | N/A |
| 9/30/2016 | 690,835 | 111,239 | N/A | N/A | N/A |
| 6/30/2016 | 692,995 | 111,775 | N/A | 249,760 | N/A |
| 3/31/2016 | 682,535 | 108,639 | N/A | N/A | N/A |
| 12/31/2015 | 668,335 | 108,539 | N/A | 235,089 | N/A |
| 9/30/2015 | 683,614 | 111,138 | N/A | N/A | N/A |
| 6/30/2015 | 672,519 | 108,812 | N/A | 225,600 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 941 의 연간 예상 수익 증가율(3%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: 941 의 연간 수익(3%)이 Hong Kong 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 941 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 941 의 수익(연간 1.4%)이 Hong Kong 시장(연간 8.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 941 의 수익(연간 1.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 941의 자본 수익률은 3년 후 9.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 00:08 |
| 종가 | 2026/05/22 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 |
|
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| 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.
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 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 |
| Bertram Lai | CGS International |