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Hong Kong (HSI) Telecom Sector Analysis
UpdatedFeb 15, 2025
DataAggregated Company Financials
Companies134
- 7D9.0%
- 3M18.3%
- 1Y40.1%
- YTD13.7%
In the last week, the Telecom industry is up 9.0%, with Tencent Holdings up 11%. In the same time, Qunabox Group was down 8.7%. In the last 12 months, the industry was up 40%. As for the next few years, earnings are expected to grow by 10% per annum.
Sector Valuation and Performance
Has the Hong Kong Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | HK$8.5t | HK$3.4t | HK$450.3b | 12.2x | 18.9x | 2.5x |
| Tue, 14 Jan 2025 | HK$7.1t | HK$3.4t | HK$446.2b | 10.9x | 15.9x | 2.1x |
| Thu, 12 Dec 2024 | HK$7.5t | HK$3.4t | HK$448.7b | 12.3x | 16.8x | 2.2x |
| Sat, 09 Nov 2024 | HK$7.5t | HK$3.4t | HK$436.7b | 11.6x | 17.1x | 2.2x |
| Mon, 07 Oct 2024 | HK$7.8t | HK$3.3t | HK$407.4b | 12.2x | 19.2x | 2.3x |
| Wed, 04 Sep 2024 | HK$6.6t | HK$3.3t | HK$405.2b | 11.1x | 16.4x | 2x |
| Fri, 02 Aug 2024 | HK$6.5t | HK$3.2t | HK$371.4b | 11.6x | 17.5x | 2x |
| Sun, 30 Jun 2024 | HK$6.7t | HK$3.2t | HK$370.0b | 11.3x | 18x | 2.1x |
| Tue, 28 May 2024 | HK$6.7t | HK$3.2t | HK$370.3b | 11.7x | 18.2x | 2.1x |
| Thu, 25 Apr 2024 | HK$6.3t | HK$3.2t | HK$348.5b | 11.4x | 18x | 1.9x |
| Sat, 23 Mar 2024 | HK$5.7t | HK$3.2t | HK$344.8b | 11.3x | 16.5x | 1.8x |
| Mon, 19 Feb 2024 | HK$5.6t | HK$3.2t | HK$426.1b | 12.9x | 13.2x | 1.8x |
| Wed, 17 Jan 2024 | HK$5.5t | HK$3.2t | HK$423.3b | 12.4x | 12.9x | 1.7x |
| Fri, 15 Dec 2023 | HK$5.7t | HK$3.2t | HK$425.8b | 13.2x | 13.3x | 1.8x |
| Sun, 12 Nov 2023 | HK$5.6t | HK$3.1t | HK$408.7b | 12.5x | 13.8x | 1.8x |
| Tue, 10 Oct 2023 | HK$5.9t | HK$3.1t | HK$408.9b | 12.4x | 14.3x | 1.9x |
| Thu, 07 Sep 2023 | HK$6.1t | HK$3.1t | HK$408.3b | 11.2x | 14.8x | 2x |
| Sat, 05 Aug 2023 | HK$6.3t | HK$3.1t | HK$387.3b | 12.9x | 16.3x | 2.1x |
| Mon, 03 Jul 2023 | HK$6.1t | HK$3.1t | HK$384.5b | 14.4x | 15.8x | 2x |
| Wed, 31 May 2023 | HK$6.0t | HK$3.1t | HK$394.4b | 12.1x | 15.2x | 1.9x |
| Fri, 28 Apr 2023 | HK$6.4t | HK$3.2t | HK$395.2b | 14.7x | 16.2x | 2x |
| Sun, 26 Mar 2023 | HK$6.6t | HK$3.1t | HK$395.6b | 11.5x | 16.7x | 2.1x |
| Tue, 21 Feb 2023 | HK$6.5t | HK$3.1t | HK$388.6b | 12x | 16.7x | 2.1x |
| Thu, 19 Jan 2023 | HK$6.3t | HK$3.1t | HK$394.0b | 11.9x | 16x | 2x |
| Sat, 17 Dec 2022 | HK$5.5t | HK$3.0t | HK$380.6b | 10.6x | 14.4x | 1.8x |
| Mon, 14 Nov 2022 | HK$4.7t | HK$3.0t | HK$377.5b | 10.2x | 12.4x | 1.6x |
| Wed, 12 Oct 2022 | HK$4.6t | HK$2.9t | HK$372.9b | 10.9x | 12.4x | 1.6x |
| Fri, 09 Sep 2022 | HK$5.2t | HK$3.0t | HK$383.3b | 10.1x | 13.6x | 1.7x |
| Sun, 07 Aug 2022 | HK$5.4t | HK$3.1t | HK$402.0b | 9.2x | 13.5x | 1.8x |
| Tue, 05 Jul 2022 | HK$5.8t | HK$3.1t | HK$404.2b | 10.2x | 14.4x | 1.9x |
| Thu, 02 Jun 2022 | HK$5.9t | HK$3.1t | HK$406.4b | 10.5x | 14.6x | 1.9x |
| Sat, 30 Apr 2022 | HK$6.1t | HK$3.1t | HK$376.9b | 10.6x | 16.2x | 2x |
| Mon, 28 Mar 2022 | HK$6.0t | HK$3.1t | HK$372.9b | 9.7x | 16x | 1.9x |
| Wed, 23 Feb 2022 | HK$7.0t | HK$3.1t | HK$323.4b | 10.3x | 21.6x | 2.3x |
Price to Earnings Ratio
21.6x
Current Industry PE
- Investors are optimistic on the Hong Kong Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.9x which is higher than its 3-year average PE of 15.6x.
- The 3-year average PS ratio of 1.9x 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 12% per year over the last three years.
- Revenues for these companies have grown 3.0% 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 Hong Kong Telecom sector?
| HK Market | 4.28% | |
| Telecom | 9.03% | |
| Interactive Media and Services | 11.13% | |
| Telecom Services and Carriers | 10.76% | |
| Wireless Telecom | 5.80% | |
| Media | 3.92% | |
| Entertainment | 2.60% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 34.5x.
- Analysts are expecting annual earnings growth of 14.0%, which is higher than its past year's earnings growth of 10.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 2.2% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 3.9% 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 | |
|---|---|---|---|---|---|
| 700 Tencent Holdings | HK$474.80 | 10.9% +HK$420.9b | 62.7% | PE23.5x | |
| 941 China Mobile | HK$79.90 | 5.8% +HK$94.6b | 20.1% | PE11.7x | |
| 728 China Telecom | HK$5.88 | 14.2% +HK$66.8b | 47.4% | PE15.4x | |
| 1024 Kuaishou Technology | HK$53.50 | 15.6% +HK$30.8b | 18.6% | PE14.2x | |
| 762 China Unicom (Hong Kong) | HK$8.24 | 11.4% +HK$25.7b | 53.4% | PE11.5x |
