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Chinese (SSE) Telecom Sector Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies148
  • 7D1.1%
  • 3M-3.3%
  • 1Y23.2%
  • YTD19.0%

Over the last 7 days, the Telecom industry has risen 1.1%, driven by gains from Kunlun Tech of 17%. In the same time, Focus Media Information Technology was down 6.0%. This means that the industry has gained 23% over the past year. Earnings are forecast to grow by 39% annually.

Sector Valuation and Performance

Has the Chinese Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023CN„1.8tCN„880.6bCN„25.5b52.3x69.4x2x
Tue, 31 Oct 2023CN„1.6tCN„871.4bCN„21.7b44.6x74.5x1.9x
Thu, 28 Sep 2023CN„1.7tCN„864.7bCN„21.1b46.3x81.1x2x
Sat, 26 Aug 2023CN„1.7tCN„857.9bCN„19.6b50.8x88.2x2x
Mon, 24 Jul 2023CN„1.8tCN„844.4bCN„18.8b54x97.6x2.2x
Wed, 21 Jun 2023CN„2.2tCN„845.3bCN„19.1b67.3x112.7x2.6x
Fri, 19 May 2023CN„1.9tCN„848.9bCN„20.2b58.2x95.8x2.3x
Sun, 16 Apr 2023CN„2.0tCN„849.3bCN„29.4b47.9x67x2.3x
Tue, 14 Mar 2023CN„1.7tCN„844.7bCN„28.6b37.5x57.8x2x
Thu, 09 Feb 2023CN„1.5tCN„836.6bCN„27.9b38.6x55.1x1.8x
Sat, 07 Jan 2023CN„1.4tCN„828.0bCN„27.8b36.5x51x1.7x
Mon, 05 Dec 2022CN„1.4tCN„828.0bCN„27.8b36.6x49.6x1.7x
Wed, 02 Nov 2022CN„1.2tCN„828.4bCN„27.8b33.4x42.6x1.4x
Fri, 30 Sep 2022CN„1.2tCN„825.3bCN„31.7b27.9x36.5x1.4x
Sun, 28 Aug 2022CN„1.3tCN„838.7bCN„38.1b32.1x34.3x1.6x
Tue, 26 Jul 2022CN„1.3tCN„830.1bCN„37.7b31.4x33.9x1.5x
Thu, 23 Jun 2022CN„1.3tCN„828.0bCN„37.6b30.7x34.3x1.6x
Sat, 21 May 2022CN„1.2tCN„828.7bCN„36.3b30.7x34.4x1.5x
Mon, 18 Apr 2022CN„1.3tCN„827.1bCN„31.0b30.4x41.6x1.6x
Wed, 16 Mar 2022CN„1.3tCN„825.8bCN„31.2b30.4x40.4x1.5x
Fri, 11 Feb 2022CN„1.5tCN„819.7bCN„32.2b36.3x47.2x1.9x
Sun, 09 Jan 2022CN„1.7tCN„819.6bCN„32.2b38.7x51.9x2x
Tue, 07 Dec 2021CN„1.5tCN„819.6bCN„32.2b33.2x45.2x1.8x
Thu, 04 Nov 2021CN„1.4tCN„820.0bCN„32.4b31x43.6x1.7x
Sat, 02 Oct 2021CN„1.4tCN„803.6bCN„35.6b27.3x39.5x1.7x
Mon, 30 Aug 2021CN„1.4tCN„806.3bCN„36.0b28.4x38.5x1.7x
Tue, 06 Jul 2021CN„1.5tCN„792.8bCN„34.3b31.8x44.8x1.9x
Fri, 09 Apr 2021CN„1.5tCN„767.8bCN„28.5b33.1x52.8x2x
Thu, 31 Dec 2020CN„1.6tCN„737.6bCN„23.6b36.6x69.3x2.2x
Price to Earnings Ratio

424.9x


Total Market Cap: CN„1.7tTotal Earnings: CN„4.0bTotal Revenue: CN„729.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Telecom Sector Price to Earnings3Y Average 56.4x202120222023
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 69.4x which is higher than its 3-year average PE of 56.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 85% per year over the last three years.
  • Revenues for these companies have grown 6.5% 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-0.43%
Telecom1.11%
Entertainment3.38%
Interactive Media and Services2.72%
Media-0.17%
Wireless Telecom-0.90%
Telecom Services and Carriers-2.43%
Industry PE
  • Investors are most optimistic about the Interactive Media and Services industry even though it's trading below its 3-year average PE ratio of 75.4x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings growth of 3.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 53% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
300418 Kunlun TechCN„38.8216.9%
+CN„6.8b
168.1%PE67.9x
603000 People.cnCN„34.555.6%
+CN„2.0b
164.8%PE142.2x
2555 37 Interactive Entertainment Network Technology GroupCN„23.293.9%
+CN„1.9b
33.2%PE17.8x
301171 Easy Click Worldwide Network TechnologyCN„22.2019.9%
+CN„1.7b
21.8%PE54.4x
300459 Zhejiang Jinke Tom Culture IndustryCN„5.569.4%
+CN„1.7b
67.0%PE81.4x
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Latest News

300459

CN„5.56

Zhejiang Jinke Tom Culture Industry

7D

9.4%

1Y

67.0%

300182

CN„5.93

Beijing Jetsen Technology

7D

9.6%

1Y

22.0%

301171

CN„22.20

Easy Click Worldwide Network Technology

7D

19.9%

1Y

21.8%

300418

CN„38.82

Kunlun Tech

7D

16.9%

1Y

168.1%

2602

CN„5.77

Zhejiang Century Huatong GroupLtd

7D

2.3%

1Y

41.1%

601858

CN„30.05

China Science Publishing & Media

7D

5.4%

1Y

134.4%

605577

CN„17.20

Heilongjiang Publishing & Media

7D

-14.4%

1Y

55.4%

2238

CN„12.67

Shenzhen Topway Video Communication

7D

-6.2%

1Y

72.4%

300364

CN„29.90

COL GroupLtd

7D

-11.4%

1Y

214.1%

603220

CN„40.38

China Bester Group Telecom

7D

-10.5%

1Y

260.9%

601098

CN„11.10

China South Publishing & Media Group

7D

-4.9%

1Y

11.9%

603000

CN„34.55

People.cn

7D

5.6%

1Y

164.8%

2027

CN„6.30

Focus Media Information Technology

7D

-6.0%

1Y

4.8%