Narrative Update • Jul 16

Over the last 7 days, the Integrated Telecom Services industry has dropped 2.7%, driven by Tuas declining 0.5%. However, the industry is down 8.7% over the past year. Looking forward, earnings are forecast to grow by 7.3% annually.
Has the Australian Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | AU$63.8b | AU$28.6b | AU$2.3b | 62.7x | 27.4x | 2.2x |
| Fri, 26 Jun 2026 | AU$65.4b | AU$28.7b | AU$2.3b | 54.5x | 28.1x | 2.3x |
| Sun, 24 May 2026 | AU$69.5b | AU$28.6b | AU$2.3b | 54.5x | 29.9x | 2.4x |
| Tue, 21 Apr 2026 | AU$71.6b | AU$28.6b | AU$2.3b | 50.8x | 30.8x | 2.5x |
| Thu, 19 Mar 2026 | AU$70.7b | AU$28.6b | AU$2.3b | 49.3x | 30.5x | 2.5x |
| Sat, 14 Feb 2026 | AU$66.7b | AU$29.1b | AU$2.1b | 241.3x | 32.1x | 2.3x |
| Mon, 12 Jan 2026 | AU$65.9b | AU$29.1b | AU$2.1b | 250.7x | 31.7x | 2.3x |
| Wed, 10 Dec 2025 | AU$66.6b | AU$29.1b | AU$2.1b | 253.3x | 32x | 2.3x |
| Fri, 07 Nov 2025 | AU$70.0b | AU$29.1b | AU$2.1b | 249.1x | 33.7x | 2.4x |
| Sun, 05 Oct 2025 | AU$68.4b | AU$29.1b | AU$2.1b | 245.9x | 32.9x | 2.4x |
| Tue, 02 Sep 2025 | AU$70.5b | AU$29.1b | AU$2.1b | 817.8x | 34x | 2.4x |
| Thu, 31 Jul 2025 | AU$69.5b | AU$29.0b | AU$1.6b | 492x | 44.5x | 2.4x |
| Sat, 28 Jun 2025 | AU$67.6b | AU$29.0b | AU$1.6b | 557.1x | 43.2x | 2.3x |
| Mon, 26 May 2025 | AU$66.5b | AU$29.0b | AU$1.6b | 533.6x | 42.5x | 2.3x |
| Wed, 23 Apr 2025 | AU$62.4b | AU$29.0b | AU$1.6b | 498.5x | 39.9x | 2.2x |
| Fri, 21 Mar 2025 | AU$59.8b | AU$29.0b | AU$1.6b | 28.4x | 38.4x | 2.1x |
| Sun, 16 Feb 2025 | AU$56.2b | AU$28.8b | AU$1.6b | 149.5x | 34.5x | 2x |
| Tue, 14 Jan 2025 | AU$57.8b | AU$28.8b | AU$1.6b | 149.7x | 35.4x | 2x |
| Thu, 12 Dec 2024 | AU$57.8b | AU$28.8b | AU$1.6b | 150.7x | 35.4x | 2x |
| Sat, 09 Nov 2024 | AU$55.5b | AU$28.8b | AU$1.6b | 150.4x | 34x | 1.9x |
| Mon, 07 Oct 2024 | AU$56.4b | AU$28.8b | AU$1.6b | 167.9x | 34.6x | 2x |
| Wed, 04 Sep 2024 | AU$56.9b | AU$28.8b | AU$1.6b | 167.3x | 35.8x | 2x |
| Fri, 02 Aug 2024 | AU$56.5b | AU$28.7b | AU$2.0b | 99.3x | 28x | 2x |
| Sun, 30 Jun 2024 | AU$52.4b | AU$28.7b | AU$2.0b | 97x | 26x | 1.8x |
| Tue, 28 May 2024 | AU$51.2b | AU$28.7b | AU$2.0b | 96.4x | 25.3x | 1.8x |
| Thu, 25 Apr 2024 | AU$52.1b | AU$28.7b | AU$2.0b | 90.4x | 25.8x | 1.8x |
| Sat, 23 Mar 2024 | AU$53.6b | AU$28.7b | AU$2.0b | 94.6x | 26.6x | 1.9x |
| Mon, 19 Feb 2024 | AU$56.1b | AU$28.6b | AU$2.4b | 22x | 23.8x | 2x |
| Wed, 17 Jan 2024 | AU$56.9b | AU$28.5b | AU$2.3b | 23.8x | 25.2x | 2x |
| Fri, 15 Dec 2023 | AU$54.8b | AU$28.5b | AU$2.3b | 23.4x | 24.3x | 1.9x |
| Sun, 12 Nov 2023 | AU$56.7b | AU$28.5b | AU$2.3b | 23.6x | 25.1x | 2x |
| Tue, 10 Oct 2023 | AU$54.7b | AU$28.5b | AU$2.3b | 22.7x | 24.2x | 1.9x |
| Thu, 07 Sep 2023 | AU$57.0b | AU$28.5b | AU$2.3b | 23.6x | 25.3x | 2x |
| Sat, 05 Aug 2023 | AU$60.1b | AU$27.7b | AU$2.3b | 26.4x | 25.9x | 2.2x |
25.9x
How does Australian Integrated Telecom Services compare with similar industries?
| AU Market | 1.47% | |
| Telecom | 0.27% | |
| Telecom Services and Carriers | 0.50% | |
| Integrated Telecom Services | 0.57% | |
| Alternative Carriers | -0.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLS Telstra Group | AU$5.01 | 0.6% +AU$332.4m | 1.2% | PE24.5x | |
| TPG TPG Telecom | AU$3.54 | 0.6% +AU$39.0m | -36.9% | PE132.9x | |
| HFY Hubify | AU$0.012 | 9.1% +AU$517.1k | 50.0% | PS0.4x |