China Mobile (941) Aktievy
China Mobile Limited tillhandahåller telekommunikations- och informationsrelaterade tjänster i Kina och Hongkong. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 5/6 |
Belöningar
Riskanalys
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941 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$119.25
FV
28.6% undervärderad intrinsisk rabatt7.00%
Revenue growth p.a.
36
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China Mobile Limited Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | HK$85.15 |
| 52 veckors högsta | HK$90.60 |
| 52 veckors lägsta | HK$75.85 |
| Beta | 0.23 |
| 1 månads förändring | -0.35% |
| 3 månaders förändring | 7.38% |
| 1 års förändring | -3.24% |
| 3 års förändring | 32.22% |
| 5 års förändring | 75.93% |
| Förändring sedan börsintroduktionen | 707.11% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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).
Ny berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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).Ny berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.Analysartikel • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...Analysartikel • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...Uppdatering av berättelse • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.Uppdatering av berättelse • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Ny berättelse • 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.Aktieägarnas avkastning
| 941 | HK Wireless Telecom | HK Marknad | |
|---|---|---|---|
| 7D | -0.4% | -1.4% | -1.5% |
| 1Y | -3.2% | -4.5% | 8.4% |
Avkastning vs industri: 941 översteg Hong Kong Wireless Telecom branschen som gav -4.5 % under det senaste året.
Avkastning vs Marknaden: 941 presterade sämre än Hong Kong marknaden som gav 8.4 % under det senaste året.
Prisvolatilitet
| 941 volatility | |
|---|---|
| 941 Average Weekly Movement | 1.5% |
| Wireless Telecom Industry Average Movement | 2.5% |
| Market Average Movement | 7.4% |
| 10% most volatile stocks in HK Market | 15.7% |
| 10% least volatile stocks in HK Market | 3.5% |
Stabil aktiekurs: 941 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Hong Kong.
Volatilitet över tid: 941 s veckovolatilitet ( 1% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1997 | 461,345 | n/a | www.chinamobileltd.com |
China Mobile Limited tillhandahåller telekommunikations- och informationsrelaterade tjänster på det kinesiska fastlandet och i Hongkong. Verksamheten består främst av röst-, data-, bredbands-, dedikerade linjer, internetdatacenter, cloud computing, IoT och andra tjänster inom kund-, hem-, affärs- och nya marknader. Företaget erbjuder design- och konsulttjänster, kommunikationsteknisk konstruktion, planering, anläggningsteknik och underhåll av utrustning.
China Mobile Limited Sammanfattning av grunderna
| 941 grundläggande statistik | |
|---|---|
| Börsvärde | HK$1.87t |
| Vinst(TTM) | HK$157.15b |
| Intäkter(TTM) | HK$1.22t |
11.7x
P/E-förhållande1.5x
P/S-förhållandeÄr 941 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 941 resultaträkning (TTM) | |
|---|---|
| Intäkter | CN¥1.05t |
| Kostnad för intäkter | CN¥753.39b |
| Bruttovinst | CN¥299.51b |
| Övriga kostnader | CN¥163.71b |
| Intäkter | CN¥135.81b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 6.27 |
| Bruttomarginal | 28.45% |
| Nettovinstmarginal | 12.90% |
| Skuld/egenkapitalförhållande | 0.7% |
Hur har 941 utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
6.2%
Aktuell utdelningsavkastning75%
UtbetalningskvotGer 941 en tillförlitlig utdelning?
Se 941 utdelningshistorik och jämförelsetal| China Mobile datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 05 2026 |
| Utbetalningsdag för utdelning | Jun 24 2026 |
| Dagar till Ex-utdelning | 6 days |
| Dagar till utdelningsdag | 25 days |
Ger 941 en tillförlitlig utdelning?
Se 941 utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/29 18:07 |
| Aktiekurs vid dagens slut | 2026/05/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
China Mobile Limited bevakas av 48 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Bertram Lai | CGS International |