Telkom SA SOC (TKG) 주식 개요
Telkom SA SOC Ltd는 남아공, 미국, 영국, 기타 유럽 및 전 세계의 주거, 비즈니스, 정부, 도매 및 기업 고객에게 통합 통신 및 정보 기술(IT) 서비스를 제공합니다. 자세히 보기
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Analyst Price Targets
Telkom SA SOC Ltd 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R54.82 |
| 52주 최고가 | R66.61 |
| 52주 최저가 | R45.02 |
| 베타 | 0.49 |
| 1개월 변동 | -2.09% |
| 3개월 변동 | -7.40% |
| 1년 변동 | 0.66% |
| 3년 변동 | 112.07% |
| 5년 변동 | 41.00% |
| IPO 이후 변동 | 94.40% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| TKG | ZA Telecom | ZA 시장 | |
|---|---|---|---|
| 7D | -0.6% | 1.9% | -1.3% |
| 1Y | 0.7% | 11.8% | 10.0% |
수익률 대 산업: TKG은 지난 1년 동안 11.8%의 수익을 기록한 ZA Telecom 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TKG은 지난 1년 동안 10%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TKG volatility | |
|---|---|
| TKG Average Weekly Movement | 5.8% |
| Telecom Industry Average Movement | 4.6% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in ZA Market | 10.5% |
| 10% least volatile stocks in ZA Market | 2.7% |
안정적인 주가: TKG는 지난 3개월 동안 ZA 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TKG의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1991 | 9,492 | Serame Taukobong | www.telkom.co.za |
Telkom SA SOC Ltd는 남아공, 미국, 영국, 기타 유럽 및 전 세계의 주거, 비즈니스, 정부, 도매 및 기업 고객에게 통합 통신 및 정보 기술(IT) 서비스를 제공합니다. Openserve, Telkom Consumer, BCX, Gyro 및 기타 부문을 통해 운영됩니다. 이 회사는 광대역, 광통신 및 캐리어, B2B 연결, 상호 연결 기반, 광대역 데이터, 음성, 콘텐츠 및 게임 솔루션을 포함한 모바일 및 유선 통신 서비스와 중소기업 정보, 통신 및 기술 솔루션, 비즈니스 모빌리티, 글로벌 통신, 융합 통신, 관리형 애플리케이션 중심 데이터 네트워킹, 관리형 로컬 영역 네트워크, 서비스로서의 통합 협업, 인터넷 및 부가가치 서비스 등을 제공합니다.
Telkom SA SOC Ltd 기초 지표 요약
| TKG 기초 통계 | |
|---|---|
| 시가총액 | R27.45b |
| 순이익 (TTM) | R3.54b |
| 매출 (TTM) | R44.72b |
7.7x
주가수익비율(P/E)0.6x
주가매출비율(P/S)TKG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TKG 손익계산서 (TTM) | |
|---|---|
| 매출 | R44.72b |
| 매출원가 | R24.65b |
| 총이익 | R20.08b |
| 기타 비용 | R16.53b |
| 순이익 | R3.54b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Nov 17, 2026
| 주당순이익(EPS) | 7.08 |
| 총이익률 | 44.89% |
| 순이익률 | 7.92% |
| 부채/자본 비율 | 19.4% |
TKG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.9%
현재 배당 수익률38%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/19 13:06 |
| 종가 | 2026/08/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Telkom SA SOC Ltd는 17명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |