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Kenyan (NSE) Telecom Sector Analysis

UpdatedMay 20, 2024
DataAggregated Company Financials
Companies6
  • 7D5.5%
  • 3M29.6%
  • 1Y16.0%
  • YTD26.3%

Over the last 7 days, the Telecom industry has risen 5.5%, driven by gains from every company within the industry. In the last 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 4.4% annually.

Sector Valuation and Performance

Has the Kenyan Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 May 2024KSh703.4bKSh356.7bKSh61.6b11.1x11.4x2x
Wed, 17 Apr 2024KSh689.2bKSh330.0bKSh61.8b39.7x11.2x2.1x
Fri, 15 Mar 2024KSh607.2bKSh330.2bKSh62.1b11.2x9.8x1.8x
Sun, 11 Feb 2024KSh529.0bKSh330.4bKSh62.6b10.2x8.5x1.6x
Tue, 09 Jan 2024KSh561.0bKSh330.7bKSh62.6b10.6x9x1.7x
Thu, 07 Dec 2023KSh590.9bKSh338.2bKSh62.4b10.7x9.5x1.7x
Sat, 04 Nov 2023KSh472.8bKSh327.0bKSh61.8b9.8x7.7x1.4x
Mon, 02 Oct 2023KSh591.1bKSh327.0bKSh61.8b10.7x9.6x1.8x
Wed, 30 Aug 2023KSh625.5bKSh327.1bKSh61.6b11x10.2x1.9x
Fri, 28 Jul 2023KSh697.4bKSh327.1bKSh61.6b11.6x11.3x2.1x
Sun, 25 Jun 2023KSh707.4bKSh329.7bKSh61.6b11.5x11.5x2.1x
Tue, 23 May 2023KSh606.5bKSh330.1bKSh61.8b7.8x9.8x1.8x
Thu, 20 Apr 2023KSh680.6bKSh324.4bKSh66.0b8.1x10.3x2.1x
Sat, 18 Mar 2023KSh660.5bKSh324.4bKSh66.0b7.8x10x2x
Mon, 13 Feb 2023KSh963.3bKSh324.9bKSh66.1b14.5x14.6x3x
Wed, 11 Jan 2023KSh925.4bKSh324.9bKSh66.1b13.9x14x2.8x
Fri, 09 Dec 2022KSh971.6bKSh323.2bKSh65.0b14.6x14.9x3x
Sun, 06 Nov 2022KSh999.9bKSh316.1bKSh68.7b14.3x14.5x3.2x
Tue, 04 Oct 2022KSh998.3bKSh316.1bKSh68.7b14.2x14.5x3.2x
Thu, 01 Sep 2022KSh1.1tKSh316.4bKSh69.0b16.1x16.3x3.6x
Sat, 30 Jul 2022KSh1.2tKSh316.4bKSh69.0b17.2x17.5x3.8x
Mon, 27 Jun 2022KSh931.8bKSh316.4bKSh69.0b13.3x13.5x2.9x
Wed, 25 May 2022KSh1.1tKSh316.0bKSh69.1b15.2x15.4x3.4x
Fri, 22 Apr 2022KSh1.4tKSh303.8bKSh72.1b19.2x19.4x4.6x
Sun, 20 Mar 2022KSh1.4tKSh303.8bKSh72.1b19x19.3x4.6x
Tue, 15 Feb 2022KSh1.5tKSh303.8bKSh72.1b21x21.3x5.1x
Thu, 13 Jan 2022KSh1.5tKSh303.8bKSh72.1b21x21.2x5x
Sat, 11 Dec 2021KSh1.5tKSh303.6bKSh71.9b13.2x21.2x5x
Mon, 08 Nov 2021KSh1.6tKSh281.8bKSh67.9b14.9x23.8x5.7x
Wed, 06 Oct 2021KSh1.7tKSh281.8bKSh67.9b15.8x25.5x6.1x
Fri, 03 Sep 2021KSh1.7tKSh281.8bKSh67.4b15.9x25.2x6x
Sun, 01 Aug 2021KSh1.7tKSh281.8bKSh67.4b15.9x25.1x6x
Price to Earnings Ratio

24.6x


Total Market Cap: KSh1.6tTotal Earnings: KSh67.0bTotal Revenue: KSh281.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Kenyan Telecom Sector Price to Earnings3Y Average 15.6x202220232024
Current Industry PE
  • Investors are pessimistic on the Kenyan Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 11.4x which is lower than its 3-year average PE of 15.6x.
  • The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 2.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Kenyan Telecom sector?

KE Market3.85%
Telecom5.48%
Media8.16%
Wireless Telecom5.45%
Entertainment0%
Interactive Media and Services0%
Telecom Services and Carriers0%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry even though it's trading below its 3-year average PE ratio of 15.3x.
    • Analysts are expecting annual earnings growth of 4.4%, which is higher than its past year's earnings growth of 1.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 4.4% over the next 5 years.
  • This is better than its past earnings growth rate of 1.2% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 4.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SCOM SafaricomKSh17.953.5%
+KSh24.0b		19.3%PE11.4x
SGL Standard GroupKSh6.269.8%
+KSh45.8m		-31.2%PS0.2x
NMG Nation Media GroupKSh20.150.7%
+KSh28.5m		31.3%PS0.5x
LKL Longhorn PublishersKSh2.341.7%
+KSh10.9m		-0.4%PS0.6x
SCAN WPP ScangroupKSh2.110.5%
+KSh4.3m		-19.2%n/a
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Latest News

SCOM

KSh17.95

Safaricom

7D

3.5%

1Y

19.3%

NMG

KSh20.15

Nation Media Group

7D

0.7%

1Y

31.3%

SGL

KSh6.26

Standard Group

7D

9.8%

1Y

-31.2%

LKL

KSh2.34

Longhorn Publishers

7D

1.7%

1Y

-0.4%

SCAN

KSh2.11

WPP Scangroup

7D

0.5%

1Y

-19.2%