- China Mobile reported a net income of 84.24 billion yuan for the first half of the year.
- An interim dividend of HK$2.75 per share was declared.
- Telecommunications services generated revenue of 466.99 billion yuan.
- Revenue from voice services was 34.20 billion yuan.
- SMS and MMS services brought in 16.11 billion yuan in revenue.
- Wireless data traffic services earned 195.49 billion yuan in revenue.
- Wireline broadband services contributed 68.57 billion yuan to revenue.
- Applications and information services saw a revenue of 136.67 billion yuan.
- Other services accounted for 15.95 billion yuan in revenue.
- Products and other categories generated 76.78 billion yuan in revenue.
- Analyst ratings show 22 buy recommendations, 1 hold, and no sell ratings for the company.
China Mobile on Smartkarma
Analysts on Smartkarma have provided diverse coverage of China Mobile (941 HK). Gaudenz Schneider highlighted the upcoming interim results, indicating potential surprises based on options skew and dividend uncertainty. In contrast, Schneider also suggested a pullback scenario, offering a low-cost options play with high upside due to the stock being overbought. On a more positive note, Nico Rosti discussed a tactical outlook for China Mobile, acknowledging the stock’s recent rally and the potential for tactical scenarios amidst an overbought state. Rosti also identified a tactical buy-the-dip opportunity following Q1 2025 results that were initially met with mild disappointment.
Travis Lundy‘s analysis delved into Southbound flows on the Hong Kong Connect, noting decreased net buying in Tech and Consumer Discretionary sectors, while Finance stocks continued to see significant buying interest. Lundy observed high gross Southbound volumes with ongoing net buying, particularly in high-dividend stocks as dividends approached, suggesting institutional buying for earnings yield and dividend pickup. The detailed insights from these analysts on Smartkarma offer valuable perspectives for investors monitoring China Mobile‘s performance and market dynamics.
A look at China Mobile Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts using the Smartkarma Smart Scores have indicated a positive long-term outlook for China Mobile Limited. With strong scores in Dividend, Growth, Resilience, and Momentum, the company is poised for steady performance in the telecom sector. China Mobile‘s solid Dividend score reflects its commitment to rewarding shareholders, while the Growth and Resilience scores indicate potential for expansion and stability in the face of market challenges. Additionally, the Momentum score suggests a favorable upward trend in the company’s performance.
China Mobile Limited, a leading telecommunications provider, continues to deliver wireline voice, broadband, and roaming services, catering to the needs of customers in Hong Kong. Investors eyeing sustainable returns in the telecom industry may find China Mobile an attractive option given its favorable Smart Scores across key factors essential for long-term success.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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