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Indonesian (IDX) Telecom Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies38
  • 7D1.7%
  • 3M7.6%
  • 1Y38.1%
  • YTD19.7%

Over the last 7 days, the Telecom industry has risen 1.7%, driven by gains from Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia of 4.0%. Meanwhile, Smartfren Telecom actually underperformed within the industry, shrinking 6.3% in the last week. This takes the industry's 12 month performance to a gain of 38%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sat, 04 Dec 2021Rp992.6tRp307.9tRp43.1t21.2x
Mon, 01 Nov 2021Rp904.6tRp296.6tRp41.5t19.4x
Wed, 29 Sep 2021Rp868.7tRp294.5tRp41.3t20.1x
Fri, 27 Aug 2021Rp860.9tRp294.4tRp41.5t19.5x
Sat, 03 Jul 2021Rp865.2tRp294.4tRp41.5t16.2x
Tue, 06 Apr 2021Rp803.7tRp286.5tRp34.2t16.8x
Fri, 08 Jan 2021Rp735.3tRp283.9tRp31.5t25x
Thu, 01 Oct 2020Rp572.5tRp279.8tRp32.8t12.8x
Sun, 05 Jul 2020Rp618.3tRp281.2tRp31.0t19.3x
Wed, 08 Apr 2020Rp585.1tRp282.1tRp28.7t22.4x
Tue, 31 Dec 2019Rp746.7tRp282.7tRp29.9t29.8x
Fri, 04 Oct 2019Rp778.4tRp277.6tRp17.9t39.6x
Mon, 08 Jul 2019Rp783.0tRp272.7tRp14.3t20.1x
Sun, 31 Mar 2019Rp753.7tRp266.6tRp10.8t23.4x
Wed, 02 Jan 2019Rp675.3tRp261.4tRp8.5t28.7x
PE Ratio

28.7x

Total Market Cap: Rp675.3tTotal Earnings: Rp8.5tTotal Revenue: Rp261.4t0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 23.6x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Communication Services industry have grown 31% per year over the last three years, and revenues for these companies have grown 5.9% 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 Indonesian Telecom sector?

Entertainment4.43%
Wireless Telecom3.17%
Telecom Services and Carriers1.78%
Media0.47%
Interactive Media and Services-20.64%

Industry PE: Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 70.8x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Wireless Telecom industry, which is trading below its 3-year average of 57.6x.

Forecasted Growth: Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 19% over the next 5 years. Meanwhile, the Media industry is expected to see its earnings grow by 5.6% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
TLKM Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia1.5%+Rp5.9t25.2%PE17.5x
EMTK Elang Mahkota Teknologi3.8%+Rp4.2t118.1%PE56.1x
MSIN MNC Studios International49.0%+Rp2.7t374.0%PE32.4x
ISAT Indosat5.4%+Rp2.2t202.3%PE7.6x
EXCL XL Axiata6.4%+Rp2.0t28.2%PS1.3x
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