Indonesian (IDX) Telecom Services and Carriers Industry Analysis
UpdatedSep 23, 2023
DataAggregated Company Financials
Companies14
- 7D2.0%
- 3M-0.5%
- 1Y-12.6%
- YTD-2.0%
In the last week, the Telecom Services and Carriers industry is up 2.0%, with Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia up 3.8%. However, the industry is down 13% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 23 Sep 2023 | Rp660.3t | Rp189.7t | Rp29.8t | 26.4x | 22.2x | 3.5x |
| Mon, 21 Aug 2023 | Rp659.4t | Rp189.8t | Rp29.9t | 30.3x | 22.1x | 3.5x |
| Wed, 19 Jul 2023 | Rp656.9t | Rp188.7t | Rp30.7t | 28.9x | 21.4x | 3.5x |
| Fri, 16 Jun 2023 | Rp671.5t | Rp188.7t | Rp30.7t | 29.8x | 21.9x | 3.6x |
| Sun, 14 May 2023 | Rp669.7t | Rp188.7t | Rp31.0t | 25.1x | 21.6x | 3.5x |
| Tue, 11 Apr 2023 | Rp698.9t | Rp187.1t | Rp29.3t | 26x | 23.8x | 3.7x |
| Thu, 09 Mar 2023 | Rp677.0t | Rp185.2t | Rp31.4t | 21.9x | 21.5x | 3.7x |
| Sat, 04 Feb 2023 | Rp670.0t | Rp185.2t | Rp31.4t | 22.7x | 21.3x | 3.6x |
| Mon, 02 Jan 2023 | Rp675.1t | Rp185.2t | Rp31.4t | 23.4x | 21.5x | 3.6x |
| Wed, 30 Nov 2022 | Rp695.2t | Rp184.4t | Rp30.3t | 23.9x | 23x | 3.8x |
| Fri, 28 Oct 2022 | Rp735.4t | Rp183.6t | Rp33.7t | 22.2x | 21.8x | 4x |
| Sun, 25 Sep 2022 | Rp760.9t | Rp183.6t | Rp33.7t | 25.8x | 22.6x | 4.1x |
| Tue, 23 Aug 2022 | Rp770.5t | Rp182.8t | Rp33.7t | 23.4x | 22.9x | 4.2x |
| Thu, 21 Jul 2022 | Rp715.0t | Rp177.0t | Rp34.0t | 27.6x | 21.1x | 4x |
| Sat, 18 Jun 2022 | Rp688.7t | Rp177.0t | Rp34.0t | 30.3x | 20.3x | 3.9x |
| Mon, 16 May 2022 | Rp730.0t | Rp177.1t | Rp32.9t | 23.4x | 22.2x | 4.1x |
| Wed, 13 Apr 2022 | Rp756.0t | Rp174.4t | Rp31.3t | 25.3x | 24.2x | 4.3x |
| Fri, 11 Mar 2022 | Rp776.3t | Rp173.7t | Rp30.5t | 24.9x | 25.5x | 4.5x |
| Sun, 06 Feb 2022 | Rp694.0t | Rp173.6t | Rp30.5t | 25.8x | 22.8x | 4x |
| Tue, 04 Jan 2022 | Rp702.1t | Rp173.6t | Rp31.2t | 21.1x | 22.5x | 4x |
| Thu, 02 Dec 2021 | Rp694.0t | Rp173.3t | Rp31.0t | 21.4x | 22.4x | 4x |
| Sat, 30 Oct 2021 | Rp591.5t | Rp162.9t | Rp28.9t | 17.9x | 20.5x | 3.6x |
| Mon, 27 Sep 2021 | Rp577.4t | Rp162.8t | Rp28.8t | 20.2x | 20x | 3.5x |
| Wed, 25 Aug 2021 | Rp555.9t | Rp162.8t | Rp28.8t | 20.4x | 19.3x | 3.4x |
| Thu, 01 Jul 2021 | Rp531.7t | Rp162.8t | Rp28.8t | 18.1x | 18.5x | 3.3x |
| Sun, 04 Apr 2021 | Rp522.5t | Rp159.5t | Rp26.9t | 17x | 19.4x | 3.3x |
| Wed, 06 Jan 2021 | Rp491.7t | Rp159.1t | Rp26.4t | 22.3x | 18.7x | 3.1x |
| Sat, 10 Oct 2020 | Rp413.3t | Rp155.1t | Rp24.0t | 19.9x | 17.2x | 2.7x |
Price to Earnings Ratio
17.2x
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 21.2x.
- The industry is trading close to its 3-year average PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 7.5% per year over the last three years.
- Revenues for these companies have grown 6.9% 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 industry?
| ID Market | 0.48% | |
| Telecom | 0.30% | |
| Telecom Services and Carriers | 2.05% | |
| Alternative Carriers | 5.60% | |
| Integrated Telecom Services | 1.65% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above 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 20.2x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 2.6% per year.
- In contrast, the Integrated Telecom Services 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLKM Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia | Rp3.86k | 3.8% +Rp13.9t | -11.9% | PE18.9x | |
| DNET Indoritel Makmur Internasional | Rp4.57k | 6.0% +Rp3.7t | 25.9% | PE57.1x | |
| TBIG Tower Bersama Infrastructure | Rp2.05k | 1.5% +Rp678.9b | -28.1% | PE30.9x | |
| CENT Centratama Telekomunikasi Indonesia | Rp75.00 | 4.2% +Rp93.6b | -54.3% | PS1x | |
| KBLV First Media | Rp103.00 | 7.3% +Rp12.2b | -42.8% | PS1.5x |