China Telecom Toekomstige groei
Future criteriumcontroles 1/6
China Telecom zal naar verwachting groeien in winst en omzet met respectievelijk 5.6% en 2.6% per jaar. De winst per aandeel zal naar verwachting groeien met 5.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.9% zijn.
Belangrijke informatie
5.6%
Groei van de winst
5.74%
Groei van de winst per aandeel
| Telecom winstgroei | 8.6% |
| Inkomstengroei | 2.6% |
| Toekomstig rendement op eigen vermogen | 7.87% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 25 Jun 2026 |
Recente toekomstige groei-updates
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...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...Recent updates
Narratiefupdate • Jun 26
728: Expanding Subscriber Base And AI Agriculture Initiatives Will Support Future Upside
Analysts have modestly adjusted their price target on China Telecom, with fair value now estimated at around HK$8.23 compared with the previous HK$8.44, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions. What’s in the News for China Telecom China Telecom participated in the Green Agriculture Chain section of the 4th China International Supply Chain Expo, joining a global coalition to release a Joint Initiative focused on building a secure, resilient and digitally enabled agriculture and food supply chain.
Narratiefupdate • Jun 11
728: Data Center Expansion And Upcoming Dividend Will Support Future Rerating Potential
Analysts have kept their HK$ 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...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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 549,822 | 34,358 | 54,770 | 126,480 | 10 |
| 12/31/2027 | 542,108 | 32,365 | 57,989 | 141,072 | 14 |
| 12/31/2026 | 532,538 | 30,034 | 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei 728 ( 5.6% per jaar) ligt boven de spaarquote ( 3% ).
Winst versus markt: De winst van 728 ( 5.6% per jaar) zal naar verwachting langzamer groeien dan de markt Hong Kong ( 12.7% per jaar).
Hoge groeiwinsten: De winst van 728 zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van 728 ( 2.6% per jaar) zal naar verwachting langzamer groeien dan de markt Hong Kong ( 8.8% per jaar).
Hoge groei-inkomsten: De omzet van 728 ( 2.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 728 zal naar verwachting over 3 jaar laag zijn ( 7.9 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/09 13:13 |
| Aandelenkoers aan het einde van de dag | 2026/07/09 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 u 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 46 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.
| Analist | Instelling |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Wai Kit Chu | BofA Global Research |