China Mobile Gelecekteki Büyüme
Future kriter kontrolleri 1/6
China Mobile kazanç ve gelirin sırasıyla yıllık 3% ve 1.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 2.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 9.8% olacağı tahmin edilmektedir.
Anahtar bilgiler
3.0%
Kazanç büyüme oranı
2.82%
EPS büyüme oranı
| Wireless Telecom kazanç büyümesi | -5.6% |
| Gelir büyüme oranı | 1.4% |
| Gelecekteki özkaynak getirisi | 9.84% |
| Analist kapsamı | Good |
| Son güncelleme | 14 May 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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
Anlatı Güncellemesi • 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).
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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$5.27 per share with a 75% payout ratio, subject to shareholder approval at the 2026 AGM on 21 May 2026.Analiz Makalesi • Apr 02
China Mobile's (HKG:941) Profits May Not Reveal Underlying Issues
China Mobile Limited's ( HKG:941 ) healthy profit numbers didn't contain any surprises for investors. We think this is...Analiz Makalesi • Mar 30
Analyst Estimates: Here's What Brokers Think Of China Mobile Limited (HKG:941) After Its Annual Report
Last week saw the newest annual earnings release from China Mobile Limited ( HKG:941 ), an important milestone in the...Anlatı Güncellemesi • Mar 27
941: Connected Agreements And CEO Transition Will Support Future Upside Repricing
Analysts have adjusted their HK$ fair value estimate for China Mobile from about HK$99.77 to about HK$98.52. This reflects updated assumptions for slightly lower revenue growth, a small improvement in profit margin, and a marginally softer future P/E multiple.Anlatı Güncellemesi • Mar 12
941: Connected Agreements And CEO Transition Will Support Future Share Rerating
Analysts have slightly reduced their HK$ 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 941 'nin tahmini kazanç büyümesi (yıllık 3% ) tasarruf oranının ( 3% ) üzerindedir.
Kazançlar ve Piyasa: 941 şirketinin kazançlarının (yıllık 3% ) Hong Kong pazarından (yıllık 12.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 941 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: 941 şirketinin gelirinin (yıllık 1.4% ) Hong Kong pazarından (yıllık 8.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 941 şirketinin gelirinin (yıllık 1.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 941 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 9.8 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 10:11 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
China Mobile Limited 48 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Anand Ramachandran | Barclays |
| Chris Lane | Bernstein |
| Bertram Lai | CGS International |