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Indonesian (IDX) Telecom Sector Analysis

UpdatedNov 26, 2022
DataAggregated Company Financials
Companies38
  • 7D-0.3%
  • 3M-11.5%
  • 1Y1.4%
  • YTD-4.7%

Last week, the Telecom industry hasn't moved much but Dayamitra Telekomunikasi is up 5.1% in that time. Furthermore, the industry has been flat for the past year as well. In the next few years earnings are forecast to be pretty stable.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022Rp1024.4tRp341.6tRp54.9t18.2x18.7x3x
Tue, 25 Oct 2022Rp1065.6tRp334.7tRp53.6t19.4x19.9x3.2x
Thu, 22 Sep 2022Rp1116.6tRp334.7tRp53.6t22.7x20.8x3.3x
Sat, 20 Aug 2022Rp1141.4tRp332.7tRp53.9t20.8x21.2x3.4x
Mon, 18 Jul 2022Rp1046.8tRp321.8tRp58.1t18.1x18x3.3x
Wed, 15 Jun 2022Rp1019.7tRp321.1tRp58.1t18.4x17.5x3.2x
Fri, 13 May 2022Rp1127.4tRp319.3tRp52.3t20.8x21.6x3.5x
Sun, 10 Apr 2022Rp1544.7tRp315.4tRp32.3t19.6x47.9x4.9x
Tue, 08 Mar 2022Rp1125.7tRp311.0tRp46.2t19.6x24.4x3.6x
Thu, 03 Feb 2022Rp1015.7tRp309.3tRp43.6t19.8x23.3x3.3x
Sat, 01 Jan 2022Rp1024.5tRp308.4tRp43.6t20.5x23.5x3.3x
Mon, 29 Nov 2021Rp980.8tRp307.6tRp42.8t21.7x22.9x3.2x
Wed, 27 Oct 2021Rp889.7tRp295.6tRp41.2t19.6x21.6x3x
Fri, 24 Sep 2021Rp889.4tRp294.5tRp41.3t20.5x21.5x3x
Sun, 22 Aug 2021Rp875.9tRp294.4tRp41.5t19.7x21.1x3x
Fri, 09 Jul 2021Rp865.2tRp294.4tRp41.5t16.2x20.9x2.9x
Thu, 01 Apr 2021Rp803.7tRp286.5tRp34.2t16.8x23.5x2.8x
Sun, 03 Jan 2021Rp735.3tRp283.9tRp31.5t25x23.3x2.6x
Wed, 07 Oct 2020Rp572.5tRp279.8tRp32.8t12.8x17.5x2x
Tue, 30 Jun 2020Rp618.3tRp281.2tRp31.0t19.3x19.9x2.2x
Fri, 03 Apr 2020Rp585.1tRp282.1tRp28.7t22.4x20.4x2.1x
Mon, 06 Jan 2020Rp746.7tRp282.7tRp29.9t29.8x24.9x2.6x
Price to Earnings Ratio

40.1x


Total Market Cap: Rp718.6tTotal Earnings: Rp17.9tTotal Revenue: Rp277.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Indonesian Telecom Sector Price to Earnings3Y Average 22.4x202020212022
Current Industry PE
  • Investors are pessimistic on the Indonesian Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.7x which is lower than its 3-year average PE of 22.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 45% per year over the last three years.
  • Revenues for these companies have grown 7.2% 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?

ID Market0.16%
Telecom-0.25%
Entertainment1.68%
Telecom Services and Carriers0.97%
Wireless Telecom-3.54%
Interactive Media and Services-3.90%
Media-4.81%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 315x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings growth rate of 8.3% per year.
  • In contrast, the Media industry is expected to see its earnings decline by 55% 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
MTEL Dayamitra TelekomunikasiRp720.005.1%
+Rp2.9t
-6.5%PE37.9x
TBIG Tower Bersama InfrastructureRp2.39k4.4%
+Rp2.2t
-19.5%PE32x
TLKM Perusahaan Perseroan (Persero) PT Telekomunikasi IndonesiaRp4.03k0.5%
+Rp2.0t
0.5%PE17.8x
FILM MD PicturesRp2.61k6.5%
+Rp1.5t
304.7%PE149.8x
DNET Indoritel Makmur InternasionalRp3.74k0.3%
+Rp141.8b
12.0%PE41.5x
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Latest News

TBIG

Rp2,390.00

Tower Bersama Infrastructure

7D

4.4%

1Y

-19.5%

LINK

Rp3,100.00

Link Net

7D

-6.1%

1Y

-29.5%

SCMA

Rp250.00

Surya Citra Media

7D

-3.8%

1Y

-29.8%

MSKY

Rp254.00

MNC Sky Vision

7D

5.0%

1Y

-21.6%

ISAT

Rp6,050.00

Indosat Ooredoo Hutchison

7D

-4.0%

1Y

-18.2%

EXCL

Rp2,210.00

XL Axiata

7D

-3.5%

1Y

-25.1%

FREN

Rp73.00

Smartfren Telecom

7D

-2.7%

1Y

-18.0%

FILM

Rp2,610.00

MD Pictures

7D

6.5%

1Y

304.7%

EMTK

Rp1,565.00

Elang Mahkota Teknologi

7D

-6.3%

1Y

-15.9%

DNET

Rp3,740.00

Indoritel Makmur Internasional

7D

0.3%

1Y

12.0%

BMTR

Rp292.00

Global Mediacom

7D

-3.3%

1Y

9.8%