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6.0

06:48 AMaastocks

M Stanley Releases Ratings, Target Prices, and Valuation Projections for Chinese Telecoms (Table)

5.0

2025-12-19aastocks

Launch of Hang Seng SCHK Electronics Theme Index Featuring Top 40 Securities by Market Capitalization

9.5

2025-08-21aastocks

CHINACOMSERVICE Reports 0.2% Year-on-Year Increase in Interim NP to RMB2.129 Billion

Money Flow

Over the past 66 trading days, overall net money flow is 26.00M, with retail investors contributing 9.00M and major investors adding 8.00M.

Net Buy $ Volume

Net Sell $ Volume

Morgan Stanley

Equalweight

maintain

{"China Telecom": "$5.5", "China Unicom": "$8", "China Mobile": "$85", "China Tower": "$12.5", "Chin

2026-01-28

New

Reason

Morgan Stanley's report provides investment ratings for Chinese telecoms based on their performance and projected financial metrics. The ratings are as follows: - China Telecom, China Unicom, China Mobile, and China Communications Services are rated as "Equalweight," indicating a neutral outlook on their stocks, suggesting that they are expected to perform in line with the market. This is supported by their projected P/E ratios and dividend returns, which are relatively moderate. - China Tower is rated as "Overweight," indicating a more favorable outlook compared to its peers. This rating suggests that Morgan Stanley expects China Tower to outperform the market, which is reflected in its higher target price and relatively strong financial metrics. The ratings are influenced by factors such as short selling activity, which indicates market sentiment, and the projected P/E ratios and dividend returns for 2026, which provide insight into the expected financial performance of these companies.

Morgan Stanley

Equalweight

Price Target

{"China Telecom": "$5.5", "China Unicom": "$8", "China Mobile": "$85", "China Tower": "$12.5", "Chin

2026-01-28

maintain

New

Morgan Stanley's report provides investment ratings for Chinese telecoms based on their performance and projected financial metrics. The ratings are as follows: - China Telecom, China Unicom, China Mobile, and China Communications Services are rated as "Equalweight," indicating a neutral outlook on their stocks, suggesting that they are expected to perform in line with the market. This is supported by their projected P/E ratios and dividend returns, which are relatively moderate. - China Tower is rated as "Overweight," indicating a more favorable outlook compared to its peers. This rating suggests that Morgan Stanley expects China Tower to outperform the market, which is reflected in its higher target price and relatively strong financial metrics. The ratings are influenced by factors such as short selling activity, which indicates market sentiment, and the projected P/E ratios and dividend returns for 2026, which provide insight into the expected financial performance of these companies.

Morgan Stanley

maintain

$6

2025-10-15

Reason

The analyst rating from Morgan Stanley reflects a cautious outlook for Chinese telecoms in 3Q25, primarily due to anticipated mediocre overall performance. The forecast indicates that growth in AI-related business revenue may not be enough to compensate for the ongoing weakness in traditional revenue streams. Additionally, the uncertainty surrounding the impact of US-China tariffs and the deflationary pressures on traditional businesses contribute to a negative outlook for 4Q25. Despite these concerns, Morgan Stanley maintained an Overweight rating for China Mobile, China Telecom, China Unicom, and China Tower, while rating China Communications Services as Equal-weight. The broker also adjusted earnings forecasts downward for the major telecoms, indicating a more conservative view on their revenue growth.

Morgan Stanley

Price Target

$6

2025-10-15

maintain

The analyst rating from Morgan Stanley reflects a cautious outlook for Chinese telecoms in 3Q25, primarily due to anticipated mediocre overall performance. The forecast indicates that growth in AI-related business revenue may not be enough to compensate for the ongoing weakness in traditional revenue streams. Additionally, the uncertainty surrounding the impact of US-China tariffs and the deflationary pressures on traditional businesses contribute to a negative outlook for 4Q25. Despite these concerns, Morgan Stanley maintained an Overweight rating for China Mobile, China Telecom, China Unicom, and China Tower, while rating China Communications Services as Equal-weight. The broker also adjusted earnings forecasts downward for the major telecoms, indicating a more conservative view on their revenue growth.

Valuation Metrics

Forward PE

5Y Average PE

6.36

Current PE

7.87

Overvalued PE

7.30

Undervalued PE

5.42

Forward EV/EBITDA

N/A

5Y Average EV/EBITDA

0.67

Current EV/EBITDA

3.17

Overvalued EV/EBITDA

1.65

Undervalued EV/EBITDA

-0.30

Forward PS

5Y Average PS

0.15

Current PS

0.19

Overvalued PS

0.18

Undervalued PS

0.13

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