Narrative Update • Aug 04
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- 7D-5.4%
- 3M-15.9%
- 1Y30.0%
- YTD-37.3%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 5.4%, driven by Mora Telematika Indonesia declining 16%. In the past year, the industry has gained 30%. Looking forward, earnings are forecast to grow by 8.7% 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 |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | Rp763.8t | Rp195.3t | Rp23.7t | 21.4x | 32.3x | 3.9x |
| Tue, 07 Jul 2026 | Rp818.6t | Rp192.6t | Rp23.4t | 22.9x | 34.9x | 4.2x |
| Thu, 04 Jun 2026 | Rp687.7t | Rp192.6t | Rp23.2t | 19.1x | 29.6x | 3.6x |
| Sat, 02 May 2026 | Rp663.5t | Rp192.4t | Rp28.3t | 22.3x | 23.5x | 3.4x |
| Mon, 30 Mar 2026 | Rp675.5t | Rp191.7t | Rp27.4t | 19.4x | 24.7x | 3.5x |
| Wed, 25 Feb 2026 | Rp780.6t | Rp191.3t | Rp27.1t | 20.8x | 28.8x | 4.1x |
| Fri, 23 Jan 2026 | Rp992.8t | Rp191.5t | Rp27.2t | 23.1x | 36.6x | 5.2x |
| Sun, 21 Dec 2025 | Rp879.1t | Rp191.5t | Rp27.2t | 22.5x | 32.4x | 4.6x |
| Tue, 18 Nov 2025 | Rp784.8t | Rp191.5t | Rp27.2t | 21.6x | 28.9x | 4.1x |
| Thu, 16 Oct 2025 | Rp607.6t | Rp191.3t | Rp28.9t | 21.1x | 21.1x | 3.2x |
| Sat, 13 Sep 2025 | Rp596.5t | Rp191.1t | Rp28.8t | 22.1x | 20.7x | 3.1x |
| Mon, 11 Aug 2025 | Rp582.3t | Rp190.9t | Rp28.8t | 21.5x | 20.3x | 3x |
| Wed, 09 Jul 2025 | Rp593.8t | Rp193.9t | Rp28.6t | 17.9x | 20.8x | 3.1x |
| Fri, 06 Jun 2025 | Rp629.5t | Rp193.9t | Rp28.7t | 18.7x | 21.9x | 3.2x |
| Sun, 04 May 2025 | Rp612.9t | Rp193.2t | Rp28.5t | 19.4x | 21.5x | 3.2x |
| Tue, 01 Apr 2025 | Rp564.8t | Rp191.9t | Rp28.7t | 21.9x | 19.7x | 2.9x |
| Thu, 27 Feb 2025 | Rp594.7t | Rp191.4t | Rp28.4t | 24.2x | 20.9x | 3.1x |
| Sat, 25 Jan 2025 | Rp564.8t | Rp190.7t | Rp28.0t | 26.2x | 20.2x | 3x |
| Mon, 23 Dec 2024 | Rp537.4t | Rp190.7t | Rp28.0t | 21.4x | 19.2x | 2.8x |
| Wed, 20 Nov 2024 | Rp607.7t | Rp192.6t | Rp29.1t | 23x | 20.9x | 3.2x |
| Fri, 18 Oct 2024 | Rp642.4t | Rp193.2t | Rp30.4t | 23.5x | 21.2x | 3.3x |
| Sun, 15 Sep 2024 | Rp662.1t | Rp193.1t | Rp31.4t | 22.2x | 21.1x | 3.4x |
| Tue, 13 Aug 2024 | Rp570.0t | Rp193.1t | Rp31.4t | 17.7x | 18.2x | 3x |
| Thu, 11 Jul 2024 | Rp593.5t | Rp192.5t | Rp32.0t | 21.8x | 18.5x | 3.1x |
| Sat, 08 Jun 2024 | Rp576.2t | Rp192.5t | Rp33.0t | 25.2x | 17.5x | 3x |
| Mon, 06 May 2024 | Rp577.8t | Rp192.2t | Rp33.0t | 23.5x | 17.5x | 3x |
| Wed, 03 Apr 2024 | Rp573.3t | Rp188.6t | Rp32.5t | 25.2x | 17.7x | 3x |
| Fri, 01 Mar 2024 | Rp675.6t | Rp191.1t | Rp32.8t | 23.9x | 20.6x | 3.5x |
| Sun, 28 Jan 2024 | Rp677.9t | Rp191.2t | Rp33.1t | 23.1x | 20.5x | 3.5x |
| Tue, 26 Dec 2023 | Rp689.5t | Rp191.1t | Rp33.0t | 23.1x | 20.9x | 3.6x |
| Thu, 23 Nov 2023 | Rp648.1t | Rp190.9t | Rp33.2t | 20.8x | 19.5x | 3.4x |
| Sat, 21 Oct 2023 | Rp644.2t | Rp189.7t | Rp29.8t | 24.1x | 21.6x | 3.4x |
| Mon, 18 Sep 2023 | Rp651.9t | Rp189.8t | Rp29.9t | 28.7x | 21.8x | 3.4x |
| Wed, 16 Aug 2023 | Rp661.5t | Rp189.8t | Rp29.9t | 30.5x | 22.1x | 3.5x |
Price to Earnings Ratio
22.1x
Current Industry PE
- Investors are optimistic on the Indonesian Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 32.3x which is higher than its 3-year average PE of 22.6x.
- The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 7.5% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Indonesian Telecom industry?
| ID Market | 2.62% | |
| Telecom | -3.11% | |
| Telecom Services and Carriers | -5.40% | |
| Alternative Carriers | -0.24% | |
| Integrated Telecom Services | -6.53% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 18.6x.
- Analysts are expecting annual earnings growth of 8.7%, which is lower than the prior year's growth of 10.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 8.7% 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 8.7% 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 | Rp2.71k | 3.0% +Rp7.9t | -7.8% | PE14.9x | |
| KBLV First Media | Rp157.00 | 18.9% +Rp43.6b | 74.4% | PS246x | |
| KETR Ketrosden Triasmitra | Rp565.00 | 1.8% +Rp28.4b | 103.2% | PE22x | |
| GOLD Visi Telekomunikasi Infrastruktur | Rp272.00 | 3.8% +Rp12.8b | 12.4% | PE17.9x | |
| JAST PT. Jasnita Telekomindo | Rp85.00 | 1.2% +Rp1.1b | -9.6% | PS0.4x |