Telkom SA SOC (TKG) Panoramica del titolo
Telkom SA SOC Ltd fornisce servizi integrati di comunicazione e tecnologia dell'informazione (IT) a clienti residenziali, commerciali, governativi, all'ingrosso e aziendali in Sudafrica, negli Stati Uniti, nel Regno Unito, nel resto d'Europa e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
TKG Community Fair Values
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Analyst Price Targets
Concorrenti di Telkom SA SOC Ltd
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R57.89 |
| Massimo di 52 settimane | R66.61 |
| Minimo di 52 settimane | R45.02 |
| Beta | 0.50 |
| Variazione di 1 mese | -4.47% |
| Variazione a 3 mesi | -1.13% |
| Variazione di 1 anno | 2.44% |
| Variazione a 3 anni | 92.39% |
| Variazione a 5 anni | 32.74% |
| Variazione dall'IPO | 105.28% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| TKG | ZA Telecom | ZA Mercato | |
|---|---|---|---|
| 7D | 1.3% | 1.1% | 0.05% |
| 1Y | 2.4% | 7.2% | 10.4% |
Ritorno vs Industria: TKG ha avuto una performance inferiore rispetto al ZA Telecom che ha registrato un rendimento 7.2 % nell'ultimo anno.
Rendimento vs Mercato: TKG ha avuto una performance inferiore al mercato ZA che ha registrato un rendimento 10.4 % nell'ultimo anno.
Volatilità dei prezzi
| TKG volatility | |
|---|---|
| TKG Average Weekly Movement | 5.7% |
| Telecom Industry Average Movement | 3.8% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in ZA Market | 9.7% |
| 10% least volatile stocks in ZA Market | 2.7% |
Prezzo delle azioni stabile: TKG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato ZA.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di TKG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1991 | 9,492 | Serame Taukobong | www.telkom.co.za |
Telkom SA SOC Ltd fornisce servizi integrati di comunicazione e di tecnologia dell'informazione (IT) a clienti residenziali, commerciali, governativi, all'ingrosso e aziendali in Sudafrica, Stati Uniti, Regno Unito, resto d'Europa e a livello internazionale. Opera attraverso i segmenti Openserve, Telkom Consumer, BCX, Gyro e Other. L'azienda offre servizi di telecomunicazione mobile e fissa, tra cui connettività a banda larga, ottica e carrier, business-to-business, interconnessione, dati a banda larga, voce, contenuti e soluzioni di gioco; soluzioni informatiche, di comunicazione e tecnologiche per piccole e medie imprese, oltre a mobilità aziendale, telecomunicazione globale, comunicazione convergente, rete dati gestita incentrata sulle applicazioni, rete locale gestita, collaborazione unificata come servizio, Internet e servizi a valore aggiunto.
Telkom SA SOC Ltd Riepilogo dei fondamenti
| TKG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R29.66b |
| Utili (TTM) | R3.54b |
| Ricavi(TTM) | R44.72b |
8.2x
Rapporto P/E0.6x
Rapporto P/STKG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TKG Conto economico (TTM) | |
|---|---|
| Ricavi | R44.72b |
| Costo del fatturato | R24.65b |
| Profitto lordo | R20.08b |
| Altre spese | R16.53b |
| Utili | R3.54b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 22, 2026
| Utile per azione (EPS) | 7.08 |
| Margine lordo | 44.89% |
| Margine di profitto netto | 7.92% |
| Rapporto debito/patrimonio netto | 19.4% |
Come si è comportato TKG nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.7%
Rendimento attuale del dividendo38%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/17 19:41 |
| Prezzo dell'azione a fine giornata | 2026/07/17 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Telkom SA SOC Ltd è coperta da 17 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |