China Mobile Limited

SEHK:941 Aktierapport

Börsvärde: HK$1.7t

China Mobile Framtida tillväxt

Future kriterier kontrolleras 0/6

China Mobile förväntas öka intäkter och intäkter med 2.9% respektive 1.4% per år. EPS förväntas tillväxt med 2.8% per år. Avkastningen på eget kapital förväntas bli 9.8% om 3 år.

Viktig information

2.9%

Tillväxttakt i vinsten

2.83%

Tillväxttakt för EPS

Wireless Telecom vinsttillväxt-6.2%
Intäkternas tillväxttakt1.4%
Framtida avkastning på eget kapital9.84%
Bevakning av analytiker

Good

Senast uppdaterad24 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
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...
User avatar
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.

Prognoser för vinst- och omsättningstillväxt

SEHK:941 - Analytikernas framtida uppskattningar och tidigare finansiella data (CNY Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20281,080,522141,544180,713292,39210
12/31/20271,075,713138,821186,418305,48114
12/31/20261,058,218129,722150,156259,97414
3/31/20261,052,905135,806122,081273,049N/A
12/31/20251,050,187137,09575,968232,919N/A
9/30/20251,043,967142,84596,474252,713N/A
6/30/20251,037,784142,407110,137268,196N/A
3/31/20251,040,812139,395132,271290,154N/A
12/31/20241,040,759138,373159,762315,741N/A
9/30/20241,025,207137,141112,995290,177N/A
6/30/20241,025,334135,79499,555274,632N/A
3/31/20241,022,270133,308106,984285,479N/A
12/31/20231,009,309131,766122,517303,780N/A
9/30/2023989,332132,433116,905290,836N/A
6/30/2023971,044131,357114,491294,003N/A
3/31/2023960,685127,90292,215278,185N/A
12/31/2022937,259125,45991,162280,750N/A
9/30/2022923,115127,50779,135293,240N/A
6/30/2022901,545127,09490,960300,418N/A
3/31/2022877,149117,505101,842316,262N/A
12/31/2021848,258115,937107,453314,764N/A
9/30/2021842,300113,205N/AN/AN/A
6/30/2021821,854111,196123,863309,314N/A
3/31/2021785,199108,399N/AN/AN/A
12/31/2020768,070107,843117,312307,761N/A
9/30/2020753,617106,441N/AN/AN/A
6/30/2020746,353106,34369,136281,474N/A
3/31/2020742,217106,441N/AN/AN/A
12/31/2019745,917106,641N/A247,591N/A
9/30/2019735,819104,581N/AN/AN/A
6/30/2019734,414108,203N/A214,016N/A
3/31/2019736,319115,681N/AN/AN/A
12/31/2018736,819117,781N/A206,151N/A
9/30/2018738,714117,179N/AN/AN/A
6/30/2018743,475117,245N/A225,566N/A
3/31/2018742,014115,279N/AN/AN/A
12/31/2017740,514114,279N/A245,514N/A
9/30/2017735,221112,741N/AN/AN/A
6/30/2017726,941110,844N/A248,067N/A
3/31/2017714,921109,641N/AN/AN/A
12/31/2016708,421108,741N/A253,701N/A
9/30/2016690,835111,239N/AN/AN/A
6/30/2016692,995111,775N/A249,760N/A
3/31/2016682,535108,639N/AN/AN/A
12/31/2015668,335108,539N/A235,089N/A
9/30/2015683,614111,138N/AN/AN/A
6/30/2015672,519108,812N/A225,600N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: 941 s prognostiserade vinsttillväxt ( 2.9% per år) ligger under sparkvoten ( 3% ).

Resultat vs marknad: 941 s intäkter ( 2.9% per år) förväntas växa långsammare än marknaden för Hong Kong ( 12.9% per år).

Höga tillväxtresultat: 941 s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: 941 s intäkter ( 1.4% per år) förväntas växa långsammare än marknaden för Hong Kong ( 9% per år).

Hög tillväxtintäkter: 941 s intäkter ( 1.4% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: 941 s avkastning på eget kapital förväntas bli låg om 3 år ( 9.8 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/26 10:21
Aktiekurs vid dagens slut2026/06/26 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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 47 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.

AnalytikerInstitution
Anand RamachandranBarclays
Chris LaneBernstein
Bertram LaiCGS International