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China Telecom Corporation LimitedSEHK:728 Voorraadrapport

Marktkapitalisatie HK$612.0b
Prijs aandeel
HK$4.91
HK$6.31
22.1% ondergewaardeerd intrinsieke korting
1Y-14.3%
7D-1.6%
1D
Portefeuillewaarde
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China Telecom Corporation Limited

SEHK:728 Voorraadrapport

Marktkapitalisatie: HK$612.0b

China Telecom (728) Aandelenoverzicht

China Telecom Corporation Limited biedt, samen met haar dochterondernemingen, mobiele communicatie, wireline- en satellietcommunicatie, internettoegang, cloud computing en rekenkracht, AI, big data, kwantum, ICT-integratie in de Volksrepubliek China. Meer informatie

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China Telecom Corporation Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor China Telecom
Historische aandelenkoersen
Huidige aandelenkoersHK$4.91
52 Week HoogtepuntHK$6.49
52 Week LaagHK$4.75
Bèta0.49
1 maand verandering-10.89%
3 maanden verandering-3.54%
1 Jaar Verandering-14.31%
3 jaar verandering26.55%
5 jaar verandering110.73%
Verandering sinds IPO238.62%

Recent nieuws en updates

Narratiefupdate Jun 11

728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential

Analysts have kept their HK$ fair value and key assumptions for China Telecom broadly unchanged, and the small move in the implied future P/E multiple reflects only fine-tuning of their models rather than a shift in the overall price target story. What's in the News China announced an approximately US$295b, five-year data center expansion plan, with state-backed telecom operators such as China Telecom expected to run most of the new facilities, according to recent news reports.
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...

Recent updates

Narratiefupdate Jun 11

728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential

Analysts have kept their HK$ fair value and key assumptions for China Telecom broadly unchanged, and the small move in the implied future P/E multiple reflects only fine-tuning of their models rather than a shift in the overall price target story. What's in the News China announced an approximately US$295b, five-year data center expansion plan, with state-backed telecom operators such as China Telecom expected to run most of the new facilities, according to recent news reports.
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
User avatar
Nieuw narratief 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.

Rendement voor aandeelhouders

728HK TelecomHK Markt
7D-1.6%-1.6%0.2%
1Y-14.3%-13.9%5.5%

Rendement versus industrie: 728 kwam overeen met de Hong Kong Telecom industrie, die het afgelopen jaar een rendement opleverde van -13.9 %.

Rendement versus markt: 728 presteerde slechter dan Hong Kong Market, dat het afgelopen jaar een rendement van 5.5 % opleverde.

Prijsvolatiliteit

Is 728's price volatile compared to industry and market?
728 volatility
728 Average Weekly Movement3.5%
Telecom Industry Average Movement3.3%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.0%
10% least volatile stocks in HK Market3.5%

Stabiele aandelenkoers: 728 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Hong Kong markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van 728 is het afgelopen jaar stabiel geweest.

Over het bedrijf

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

China Telecom Corporation Limited biedt, samen met haar dochterondernemingen, mobiele communicatie, wireline- en satellietcommunicatie, internettoegang, cloud computing en rekenkracht, AI, big data, kwantum, ICT-integratie in de Volksrepubliek China. Het biedt mobiele communicatie, wireline en smart family, industriële digitalisering en andere diensten. Het bedrijf werd opgericht in 2002 en is gevestigd in Beijing, China.

China Telecom Corporation Limited Samenvatting

Hoe verhouden de winst en inkomsten van China Telecom zich tot de beurswaarde?
728 fundamentele statistieken
MarktkapitalisatieHK$611.98b
Inkomsten(TTM)HK$36.70b
Inkomsten(TTM)HK$602.99b
12.2x
Koers/Winstverhouding
0.7x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
728 resultatenrekening (TTM)
InkomstenCN¥520.39b
Kosten van inkomstenCN¥371.48b
BrutowinstCN¥148.91b
Overige uitgavenCN¥117.24b
InkomstenCN¥31.67b

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.35
Brutomarge28.61%
Nettowinstmarge6.09%
Schuld/Eigen Vermogen Verhouding2.0%

Hoe presteerde 728 op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

6.4%
Huidig dividendrendement
79%
Uitbetalingsratio

Betaalt 728 een betrouwbaar dividend?

Zie 728 dividendgeschiedenis en benchmarks
Wanneer moet je 728 kopen om een aanstaand dividend te ontvangen?
China Telecom dividenddata
Ex Dividend DatumJun 02 2026
Betaaldatum dividendJul 08 2026
Dagen tot Ex-dividend12 days
Dagen tot dividendbetaaldatum24 days

Betaalt 728 een betrouwbaar dividend?

Zie 728 dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/13 04:19
Aandelenkoers aan het einde van de dag2026/06/12 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

China Telecom Corporation Limited wordt gevolgd door 48 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Anand RamachandranBarclays
Chris LaneBernstein
Wai Kit ChuBofA Global Research