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Chinese (SSE) Telecom Sector Analysis
UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies140
- 7D-2.8%
- 3M11.5%
- 1Y30.3%
- YTD7.2%
Over the last 7 days, the Telecom industry has dropped 2.8%, driven by a pullback from Leo Group of 12%. Meanwhile, Kunlun Tech actually outperformed within the industry, gaining 13% in the last week. This takes the industry's 12 month performance to a gain of 30%. Looking forward, earnings are forecast to grow by 38% annually.
Sector Valuation and Performance
Has the Chinese Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 09 Feb 2026 | CN¥2.4t | CN¥927.6b | CN¥34.2b | 64.4x | 69x | 2.5x |
| Wed, 07 Jan 2026 | CN¥2.2t | CN¥927.9b | CN¥34.2b | 56.9x | 65.6x | 2.4x |
| Fri, 05 Dec 2025 | CN¥2.0t | CN¥927.9b | CN¥34.2b | 56.3x | 59.8x | 2.2x |
| Sun, 02 Nov 2025 | CN¥2.1t | CN¥929.5b | CN¥33.8b | 57.6x | 62.2x | 2.3x |
| Tue, 30 Sep 2025 | CN¥2.2t | CN¥916.5b | CN¥30.6b | 58x | 71.5x | 2.4x |
| Thu, 28 Aug 2025 | CN¥2.1t | CN¥912.8b | CN¥28.5b | 61.8x | 74x | 2.3x |
| Sat, 26 Jul 2025 | CN¥1.9t | CN¥914.1b | CN¥28.3b | 56.9x | 68.5x | 2.1x |
| Mon, 23 Jun 2025 | CN¥1.8t | CN¥914.1b | CN¥28.3b | 49.9x | 63.3x | 2x |
| Wed, 21 May 2025 | CN¥1.8t | CN¥914.0b | CN¥28.3b | 55.7x | 63.9x | 2x |
| Fri, 18 Apr 2025 | CN¥1.7t | CN¥900.7b | CN¥28.5b | 56.4x | 60.7x | 1.9x |
| Sun, 16 Mar 2025 | CN¥1.9t | CN¥900.0b | CN¥36.5b | 59.8x | 53.1x | 2.2x |
| Tue, 11 Feb 2025 | CN¥1.9t | CN¥899.8b | CN¥36.2b | 59x | 51.8x | 2.1x |
| Thu, 09 Jan 2025 | CN¥1.6t | CN¥899.8b | CN¥36.2b | 51.3x | 45.1x | 1.8x |
| Sat, 07 Dec 2024 | CN¥1.9t | CN¥899.7b | CN¥36.2b | 56x | 52.6x | 2.1x |
| Mon, 04 Nov 2024 | CN¥1.6t | CN¥902.2b | CN¥35.8b | 47x | 45.4x | 1.8x |
| Wed, 02 Oct 2024 | CN¥1.7t | CN¥899.4b | CN¥39.2b | 48.9x | 43.1x | 1.9x |
| Fri, 30 Aug 2024 | CN¥1.3t | CN¥898.6b | CN¥38.7b | 36.6x | 33.1x | 1.4x |
| Sun, 28 Jul 2024 | CN¥1.3t | CN¥897.9b | CN¥42.0b | 38.4x | 30.9x | 1.4x |
| Tue, 25 Jun 2024 | CN¥1.3t | CN¥897.7b | CN¥42.1b | 38.1x | 31.5x | 1.5x |
| Thu, 23 May 2024 | CN¥1.5t | CN¥897.7b | CN¥42.2b | 47.2x | 36.4x | 1.7x |
| Sat, 20 Apr 2024 | CN¥1.5t | CN¥886.1b | CN¥28.4b | 37.9x | 53.9x | 1.7x |
| Mon, 18 Mar 2024 | CN¥1.6t | CN¥880.8b | CN¥30.1b | 43.9x | 54.8x | 1.9x |
| Wed, 14 Feb 2024 | CN¥1.4t | CN¥879.3b | CN¥26.8b | 38.7x | 52.6x | 1.6x |
| Fri, 12 Jan 2024 | CN¥1.5t | CN¥880.9b | CN¥25.8b | 45.2x | 59.5x | 1.7x |
| Sun, 10 Dec 2023 | CN¥1.8t | CN¥880.6b | CN¥25.5b | 53.3x | 70.3x | 2x |
| Tue, 07 Nov 2023 | CN¥1.7t | CN¥880.8b | CN¥25.5b | 46.5x | 67.4x | 1.9x |
| Thu, 05 Oct 2023 | CN¥1.7t | CN¥864.7b | CN¥21.1b | 46.6x | 80.9x | 2x |
| Sat, 02 Sep 2023 | CN¥1.8t | CN¥857.6b | CN¥20.8b | 51.1x | 87.2x | 2.1x |
| Mon, 31 Jul 2023 | CN¥1.8t | CN¥844.5b | CN¥18.8b | 52.6x | 95.8x | 2.1x |
| Wed, 28 Jun 2023 | CN¥2.0t | CN¥845.2b | CN¥19.2b | 58.2x | 102x | 2.3x |
| Fri, 26 May 2023 | CN¥1.8t | CN¥847.6b | CN¥20.6b | 57.7x | 89.2x | 2.2x |
| Sun, 23 Apr 2023 | CN¥1.9t | CN¥856.4b | CN¥29.6b | 49.2x | 65.1x | 2.3x |
| Tue, 21 Mar 2023 | CN¥1.7t | CN¥844.4b | CN¥28.6b | 39.6x | 59.7x | 2x |
| Thu, 16 Feb 2023 | CN¥1.6t | CN¥837.4b | CN¥27.9b | 39.1x | 56.3x | 1.9x |
Price to Earnings Ratio
56.3x
Current Industry PE
- Investors are optimistic on the Chinese Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 69.0x which is higher than its 3-year average PE of 61.9x.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 7.0% per year over the last three years.
- Revenues for these companies have grown 3.5% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Chinese Telecom sector?
| CN Market | -1.35% | |
| Telecom | -2.78% | |
| Telecom Services and Carriers | 1.65% | |
| Entertainment | -0.71% | |
| Media | -4.12% | |
| Interactive Media and Services | -4.16% | |
| Wireless Telecom | -4.83% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 18.4x.
- Analysts are expecting annual earnings growth of 36.0%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 81% over the next 5 years.
- This is better than its past earnings growth rate of 6.7% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 6.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 300418 Kunlun Tech | CN¥59.30 | 12.5% +CN¥8.3b | 37.0% | PS9.7x | |
| 002624 Perfect World | CN¥21.53 | 22.3% +CN¥7.8b | 89.9% | PS6.2x | |
| 603103 Hengdian EntertainmentLTD | CN¥36.74 | 31.0% +CN¥5.5b | 170.9% | PE252.6x | |
| 300251 Beijing Enlight Media | CN¥21.30 | 8.5% +CN¥4.9b | 27.2% | PE28.8x | |
| 300364 COL GroupLtd | CN¥35.28 | 15.0% +CN¥3.4b | 25.7% | PS18.9x |