Indonesian (IDX) Telecom Services and Carriers Industry Analysis
UpdatedDec 05, 2022
DataAggregated Company Financials
Companies14
- 7D-0.2%
- 3M-11.1%
- 1Y0.4%
- YTD-1.2%
Over the last 7 days, the Telecom Services and Carriers industry has remained flat, although notably Dayamitra Telekomunikasi gained 3.5%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Indonesian Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 05 Dec 2022 | Rp700.6t | Rp185.1t | Rp31.2t | 23.4x | 22.4x | 3.8x |
| Wed, 02 Nov 2022 | Rp737.9t | Rp184.0t | Rp30.6t | 22.8x | 24.1x | 4x |
| Fri, 30 Sep 2022 | Rp765.6t | Rp183.6t | Rp33.7t | 24.3x | 22.7x | 4.2x |
| Sun, 28 Aug 2022 | Rp756.2t | Rp182.8t | Rp33.7t | 22x | 22.4x | 4.1x |
| Tue, 26 Jul 2022 | Rp731.5t | Rp177.0t | Rp34.0t | 28.6x | 21.5x | 4.1x |
| Thu, 23 Jun 2022 | Rp688.1t | Rp177.0t | Rp34.0t | 28.1x | 20.3x | 3.9x |
| Sat, 21 May 2022 | Rp714.5t | Rp177.1t | Rp32.9t | 23.1x | 21.7x | 4x |
| Mon, 18 Apr 2022 | Rp759.1t | Rp174.2t | Rp31.0t | 31.3x | 24.5x | 4.4x |
| Wed, 16 Mar 2022 | Rp796.5t | Rp174.0t | Rp30.7t | 25.3x | 25.9x | 4.6x |
| Fri, 11 Feb 2022 | Rp715.5t | Rp173.6t | Rp30.5t | 25.6x | 23.5x | 4.1x |
| Sun, 09 Jan 2022 | Rp692.0t | Rp173.6t | Rp31.2t | 20.9x | 22.2x | 4x |
| Tue, 07 Dec 2021 | Rp699.9t | Rp173.4t | Rp31.1t | 21.9x | 22.5x | 4x |
| Thu, 04 Nov 2021 | Rp586.3t | Rp163.0t | Rp28.8t | 18x | 20.3x | 3.6x |
| Sat, 02 Oct 2021 | Rp589.0t | Rp162.8t | Rp28.9t | 21x | 20.4x | 3.6x |
| Mon, 30 Aug 2021 | Rp558.5t | Rp162.8t | Rp28.8t | 20.8x | 19.4x | 3.4x |
| Tue, 06 Jul 2021 | Rp531.7t | Rp162.8t | Rp28.8t | 18.1x | 18.5x | 3.3x |
| Fri, 09 Apr 2021 | Rp522.5t | Rp159.5t | Rp26.9t | 17x | 19.4x | 3.3x |
| Thu, 31 Dec 2020 | Rp491.7t | Rp159.1t | Rp26.4t | 22.3x | 18.7x | 3.1x |
| Sun, 04 Oct 2020 | Rp413.3t | Rp155.1t | Rp24.0t | 19.9x | 17.2x | 2.7x |
| Wed, 08 Jul 2020 | Rp457.4t | Rp154.6t | Rp23.7t | 19.9x | 19.3x | 3x |
| Tue, 31 Mar 2020 | Rp445.8t | Rp155.6t | Rp22.9t | 23.6x | 19.4x | 2.9x |
| Fri, 03 Jan 2020 | Rp536.9t | Rp155.5t | Rp23.5t | 32.5x | 22.9x | 3.5x |
Price to Earnings Ratio
22.9x
Current Industry PE
- Investors are relatively neutral on the Indonesian Telecom industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 20.8x.
- The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 10.0% per year over the last three years.
- Revenues for these companies have grown 6.0% 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 Indonesian Telecom industry?
| ID Market | 0.32% | |
| Telecom | -2.27% | |
| Telecom Services and Carriers | -0.24% | |
| Integrated Telecom Services | -0.19% | |
| Alternative Carriers | -0.77% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 39.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading close to its 3-year average of 19.8x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 11% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| TBIG Tower Bersama Infrastructure | Rp2.40k | 4.8% +Rp2.5t | -20.0% | PE32.1x | |
| MTEL Dayamitra Telekomunikasi | Rp745.00 | 4.2% +Rp2.5t | -5.1% | PE39.2x | |
| MORA Mora Telematika Indonesia | Rp560.00 | 0.9% +Rp118.2b | n/a | PE20.4x | |
| GOLD Visi Telekomunikasi Infrastruktur | Rp338.00 | 4.3% +Rp17.9b | -13.3% | PE27.8x |