Telkom SA SOC (TKG) Aktienübersicht
Telkom SA SOC Ltd bietet integrierte Kommunikations- und Informationstechnologiedienste (IT) für Privat-, Geschäfts-, Regierungs-, Großhandels- und Unternehmenskunden in Südafrika, den Vereinigten Staaten, dem Vereinigten Königreich, dem übrigen Europa und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 6/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
TKG Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Telkom SA SOC Ltd Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | R56.57 |
| 52-Wochen-Hoch | R66.61 |
| 52-Wochen-Tief | R45.02 |
| Beta | 0.50 |
| 1 Monat Veränderung | -4.76% |
| 3 Monate Veränderung | -3.17% |
| 1 Jahr Veränderung | -2.09% |
| 3 Jahre Veränderung | 96.02% |
| 5 Jahre Veränderung | 34.02% |
| Veränderung seit IPO | 100.60% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 01
TKG: Outlook Will Highlight Rising Margins And Dividend Support For Returns
The analyst fair value estimate for Telkom SA SOC has been adjusted from ZAR60.00 to ZAR82.00, with analysts citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What’s in the News for Telkom SA SOC Telkom SA SOC Ltd announced an annual dividend of ZAR 2.7010 per share, with an ex-dividend date of June 24, 2026, a record date of June 26, 2026, and payment scheduled for June 29, 2026.
Narrative-Update • Jun 17
TKG: Dividend Outlook And Governance Changes Will Support Measured Fair Value
Analysts have slightly adjusted their fair value estimate for Telkom SA SOC to ZAR65.67 from ZAR66.08. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples.Recent updates
Narrative-Update • Jul 01
TKG: Outlook Will Highlight Rising Margins And Dividend Support For Returns
The analyst fair value estimate for Telkom SA SOC has been adjusted from ZAR60.00 to ZAR82.00, with analysts citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What’s in the News for Telkom SA SOC Telkom SA SOC Ltd announced an annual dividend of ZAR 2.7010 per share, with an ex-dividend date of June 24, 2026, a record date of June 26, 2026, and payment scheduled for June 29, 2026.Narrative-Update • Jun 17
TKG: Dividend Outlook And Governance Changes Will Support Measured Fair Value
Analysts have slightly adjusted their fair value estimate for Telkom SA SOC to ZAR65.67 from ZAR66.08. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples.Analyseartikel • Jun 10
We Think Telkom SA SOC's (JSE:TKG) Robust Earnings Are Conservative
Telkom SA SOC Ltd's ( JSE:TKG ) earnings announcement last week was disappointing for investors, despite the decent...Narrative-Update • Jun 03
TKG: Governance Changes And Margin Outlook Will Support Measured Fair Value
Analysts have trimmed their price target for Telkom SA SOC slightly to ZAR66.08 from ZAR66.30, reflecting updated assumptions around discount rates, modest revenue growth and profit margins, and a recalibrated future P/E multiple. What's in the News Telkom SA SOC has scheduled a Board meeting for Mar 27, 2026, to consider various changes to its Board Committees.Analyseartikel • Jun 01
Here's Why Telkom SA SOC (JSE:TKG) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • May 09
TKG: Higher Margin Outlook Will Support Stronger Fair Value Estimate
Analysts have lifted their ZAR fair value estimate for Telkom SA SOC from ZAR56.50 to ZAR66.30, citing updated assumptions around discount rate, profit margin and future P/E as key drivers of the higher price target. What's in the News A board meeting is scheduled for March 27, 2026, to consider various changes to Telkom SA SOC's board committees, with effect from May 1, 2026 (Key Developments).
Narrative-Update • Apr 20
TKG: Stable Outlook As Committee Changes And Margin Assumptions Shape Future P/E
Analysts have lifted their price target for Telkom SA SOC from ZAR54.00 to ZAR58.00, citing refined assumptions around the discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework. What's in the News Telkom SA SOC has scheduled a Board meeting for March 27, 2026, to review various changes to its Board Committees, effective May 1, 2026 (company event filing).Narrative-Update • Apr 06
TKG: Stable Outlook As Margin Assumptions Rise But P/E Expectations Ease
Analysts have kept their ZAR54.00 price target for Telkom SA SOC unchanged, citing small adjustments to discount rate and revenue growth assumptions, along with a higher expected profit margin and a lower future P/E as key drivers of their updated view. What's in the News Telkom SA SOC Ltd has scheduled a Board meeting for Mar 27, 2026, focused on considering various changes to its Board Committees with effect from May 1, 2026 (Key Developments).Narrative-Update • Mar 23
TKG: Higher Required Returns And Rich P/E Will Limit Future Upside
Analysts have raised their price target on Telkom SA SOC from ZAR51.00 to ZAR54.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the revision. Valuation Changes Fair Value: revised from ZAR51.00 to ZAR54.00, reflecting a modest uplift in the estimated equity value per share.Narrative-Update • Mar 08
TKG: Unchanged Fair Value Will Constrain Future Upside Potential
Analysts have kept their ZAR51.00 price target for Telkom SA SOC unchanged, citing only marginal adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E that were not material enough to shift their valuation view. Valuation Changes Fair Value: ZAR51.00 remains unchanged, with no adjustment to the overall valuation outcome.Narrative-Update • Feb 22
TKG: Lower Margin And P/E Assumptions Will Limit Future Upside
Analysts have kept their ZAR51.00 price target for Telkom SA SOC unchanged, citing only modest tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions that did not materially alter their overall valuation view. Valuation Changes Fair Value: ZAR51.00 remains unchanged, indicating no shift in the overall valuation anchor used.Analyseartikel • Feb 16
Telkom SA SOC Ltd's (JSE:TKG) Business Is Trailing The Market But Its Shares Aren't
With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...Narrative-Update • Feb 08
TKG: Lower Discount Rate And Firmer Margins Will Support Fair Value
Analysts have lifted their price target for Telkom SA SOC from R53.00 to R56.50, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations as the key drivers of the change. Valuation Changes Fair Value: Analyst fair value estimate increased from ZAR53.00 to ZAR56.50.Narrative-Update • Jan 23
TKG: Higher Required Return And Lower Margins Will Pressure Future Upside
Analysts have revised their fair value estimate for Telkom SA SOC from R45 to R51, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes The Fair Value Estimate was increased from ZAR45 to ZAR51, reflecting a higher assessed equity value per share.Narrative-Update • Jan 08
TKG: Outlook Will Balance Higher Return Assumptions With Stable Profitability Expectations
Analysts have maintained their fair value estimate for Telkom SA SOC at R60.00. They cited only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and forward P/E, which were not significant enough to change the overall price target.Analyseartikel • Jan 01
These 4 Measures Indicate That Telkom SA SOC (JSE:TKG) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative-Update • Dec 23
TKG: Outlook Will Balance Higher Required Returns With Moderated Profitability Expectations
Analysts have lowered their 12 month price target on Telkom SA SOC from R88.00 to R60.00. This reflects more cautious assumptions around revenue growth, profit margins, and valuation multiples.Narrative-Update • Dec 09
TKG: Future Earnings Multiple Will Offset Softer Margins And Growth Expectations
Analysts have trimmed their price target on Telkom SA SOC slightly to R53.00 from R53.40, citing a higher perceived discount rate, more muted revenue growth expectations, and softer profit margin forecasts, partially offset by a higher future P/E multiple assumption. Valuation Changes The consensus analyst price target decreased slightly from ZAR 53.40 to ZAR 53.00, reflecting a modest downward revision in fair value.Narrative-Update • Nov 25
TKG: Market Reactions Will Balance Fibre Acquisition Rumours and Margin Concerns
Analysts have revised their price target for Telkom SA SOC downward from R60.25 to R53.40. They cite anticipated shifts in discount rates and profit margins, even though revenue growth projections are slightly higher.Analyseartikel • Oct 28
Telkom SA SOC Ltd's (JSE:TKG) Share Price Not Quite Adding Up
There wouldn't be many who think Telkom SA SOC Ltd's ( JSE:TKG ) price-to-earnings (or "P/E") ratio of 9x is worth a...Analyseartikel • Sep 26
We Ran A Stock Scan For Earnings Growth And Telkom SA SOC (JSE:TKG) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narrative-Update • Sep 09
Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency
Despite a slight downgrade in revenue growth forecasts, a meaningful expansion in Telkom SA SOC’s future P/E multiple has driven the consensus analyst price target up from ZAR53.50 to ZAR60.25. What's in the News MTN Group is considering reviving acquisition talks with Telkom SA SOC, potentially adding Telkom’s 23 million subscribers to its existing 298 million across Africa, although there is no guarantee a deal will be reached.Analyseartikel • Aug 15
Here's Why Telkom SA SOC Ltd's (JSE:TKG) CEO Compensation Is The Least Of Shareholders' Concerns
JSE:TKG 1 Year Share Price vs Fair Value Explore Telkom SA SOC's Fair Values from the Community and select yours Key...Analyseartikel • Jul 17
We Think Telkom SA SOC (JSE:TKG) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Jun 25
Telkom SA SOC Ltd's (JSE:TKG) 30% Price Boost Is Out Of Tune With Earnings
Telkom SA SOC Ltd ( JSE:TKG ) shareholders have had their patience rewarded with a 30% share price jump in the last...
Neues Narrative • Feb 20
Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency
Telkom's growth in mobile and fiber data revenue and strategic asset disposals suggest strong potential for revenue and earnings enhancement.Analyseartikel • Jun 10
Telkom SA SOC's (JSE:TKG) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Analyseartikel • Feb 21
Returns On Capital At Telkom SA SOC (JSE:TKG) Paint A Concerning Picture
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • Jan 26
Telkom SA SOC (JSE:TKG) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Aktionärsrenditen
| TKG | ZA Telecom | ZA Markt | |
|---|---|---|---|
| 7D | -4.5% | -0.6% | -1.2% |
| 1Y | -2.1% | 6.5% | 8.5% |
Rendite im Vergleich zur Industrie: TKG unter dem Niveau der Branche ZA Telecom , die im vergangenen Jahr eine Rendite von 6.5% erzielte.
Rendite vs. Markt: TKG hinter dem Markt ZA zurück, der im vergangenen Jahr eine Rendite von 8.5 erzielte.
Preisvolatilität
| TKG volatility | |
|---|---|
| TKG Average Weekly Movement | 5.8% |
| Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in ZA Market | 9.7% |
| 10% least volatile stocks in ZA Market | 2.6% |
Stabiler Aktienkurs: TKG hatte in den letzten 3 Monaten im Vergleich zum ZA -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: TKGDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1991 | 9,492 | Serame Taukobong | www.telkom.co.za |
Telkom SA SOC Ltd bietet integrierte Kommunikations- und Informationstechnologiedienste (IT) für Privat-, Geschäfts-, Regierungs-, Großhandels- und Unternehmenskunden in Südafrika, den Vereinigten Staaten, dem Vereinigten Königreich, dem übrigen Europa und international an. Das Unternehmen ist in den Segmenten Openserve, Telkom Consumer, BCX, Gyro und Sonstige tätig. Das Unternehmen bietet Mobilfunk- und Festnetz-Telekommunikationsdienste an, darunter Breitband-, optische und Carrier-, Business-to-Business-Konnektivität, Interconnect-basierte, Breitband-Daten-, Sprach-, Content- und Gaming-Lösungen sowie Informations-, Kommunikations- und Technologielösungen für kleine und mittelständische Unternehmen, Geschäftsmobilität, globale Telekommunikation, konvergente Kommunikation, verwaltete anwendungszentrierte Datennetzwerke, verwaltete lokale Netzwerke, Unified Collaboration as a Service sowie Internet- und Mehrwertdienste.
Telkom SA SOC Ltd's Grundlagenzusammenfassung
| TKG grundlegende Statistiken | |
|---|---|
| Marktanteil | R28.33b |
| Gewinn(TTM) | R3.54b |
| Umsatz(TTM) | R44.72b |
8.0x
Kurs-Gewinn-Verhältnis 0.6x
Kurs-Umsatz-VerhältnisIst TKG zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| TKG Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | R44.72b |
| Kosten der Einnahmen | R24.65b |
| Bruttogewinn | R20.08b |
| Sonstige Ausgaben | R16.53b |
| Gewinn | R3.54b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Nov 17, 2026
| Gewinn per Aktie (EPS) | 7.08 |
| Bruttomarge | 44.89% |
| Nettogewinnspanne | 7.92% |
| Schulden/Eigenkapital-Verhältnis | 19.4% |
Wie hat sich TKG auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.8%
Aktuelle Dividendenrendite38%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/23 08:42 |
| Aktienkurs zum Tagesende | 2026/07/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Telkom SA SOC Ltd wird von 17 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |