Narrative Update • Jul 16
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- 7D1.0%
- 3M0.3%
- 1Y40.7%
- YTD-33.1%
In the last week, the Telecom Services and Carriers industry is up 2.6%, with Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia up 8.0%. In the last 12 months, the industry was up 43%. Earnings are forecast to grow by 9.3% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | Rp816.7t | Rp191.8t | Rp23.1t | 20.2x | 35.4x | 4.3x |
| Thu, 18 Jun 2026 | Rp724.5t | Rp192.6t | Rp23.2t | 23x | 31.2x | 3.8x |
| Sat, 16 May 2026 | Rp722.0t | Rp191.8t | Rp24.4t | 23.7x | 29.6x | 3.8x |
| Mon, 13 Apr 2026 | Rp697.1t | Rp192.0t | Rp28.2t | 19.8x | 24.7x | 3.6x |
| Wed, 11 Mar 2026 | Rp691.4t | Rp191.3t | Rp27.1t | 19.6x | 25.5x | 3.6x |
| Fri, 06 Feb 2026 | Rp742.9t | Rp191.5t | Rp27.2t | 20.6x | 27.4x | 3.9x |
| Sun, 04 Jan 2026 | Rp939.5t | Rp191.5t | Rp27.2t | 24.7x | 34.6x | 4.9x |
| Tue, 02 Dec 2025 | Rp807.8t | Rp191.5t | Rp27.2t | 22.3x | 29.8x | 4.2x |
| Thu, 30 Oct 2025 | Rp636.4t | Rp191.4t | Rp28.9t | 21.7x | 22x | 3.3x |
| Sat, 27 Sep 2025 | Rp600.0t | Rp191.3t | Rp28.9t | 21.9x | 20.8x | 3.1x |
| Mon, 25 Aug 2025 | Rp619.2t | Rp190.9t | Rp28.8t | 21.1x | 21.5x | 3.2x |
| Wed, 23 Jul 2025 | Rp573.4t | Rp192.1t | Rp27.5t | 20.9x | 20.9x | 3x |
| Fri, 20 Jun 2025 | Rp595.5t | Rp193.9t | Rp28.7t | 18.7x | 20.7x | 3.1x |
| Sun, 18 May 2025 | Rp628.6t | Rp193.7t | Rp28.6t | 18.8x | 21.9x | 3.2x |
| Tue, 15 Apr 2025 | Rp577.4t | Rp194.3t | Rp26.8t | 19.1x | 21.5x | 3x |
| Thu, 13 Mar 2025 | Rp578.1t | Rp191.6t | Rp28.5t | 22.7x | 20.3x | 3x |
| Sat, 08 Feb 2025 | Rp549.4t | Rp190.7t | Rp28.0t | 23.3x | 19.6x | 2.9x |
| Mon, 06 Jan 2025 | Rp565.3t | Rp190.7t | Rp28.0t | 23.4x | 20.2x | 3x |
| Wed, 04 Dec 2024 | Rp565.4t | Rp190.7t | Rp28.0t | 23x | 20.2x | 3x |
| Fri, 01 Nov 2024 | Rp629.8t | Rp192.6t | Rp29.6t | 22.4x | 21.3x | 3.3x |
| Sun, 29 Sep 2024 | Rp648.8t | Rp193.1t | Rp31.4t | 22.4x | 20.7x | 3.4x |
| Tue, 27 Aug 2024 | Rp581.9t | Rp193.1t | Rp31.4t | 17.6x | 18.5x | 3x |
| Thu, 25 Jul 2024 | Rp597.3t | Rp192.5t | Rp32.0t | 21.7x | 18.6x | 3.1x |
| Sat, 22 Jun 2024 | Rp551.3t | Rp192.5t | Rp33.0t | 25.2x | 16.7x | 2.9x |
| Mon, 20 May 2024 | Rp562.9t | Rp192.5t | Rp33.0t | 24.8x | 17.1x | 2.9x |
| Wed, 17 Apr 2024 | Rp612.7t | Rp190.7t | Rp33.4t | 26.4x | 18.3x | 3.2x |
| Fri, 15 Mar 2024 | Rp665.6t | Rp191.3t | Rp32.8t | 25.4x | 20.3x | 3.5x |
| Sun, 11 Feb 2024 | Rp672.8t | Rp191.2t | Rp33.1t | 22.1x | 20.4x | 3.5x |
| Tue, 09 Jan 2024 | Rp678.3t | Rp191.2t | Rp33.1t | 23.7x | 20.5x | 3.5x |
| Thu, 07 Dec 2023 | Rp680.3t | Rp191.2t | Rp33.0t | 21x | 20.6x | 3.6x |
| Sat, 04 Nov 2023 | Rp635.6t | Rp190.9t | Rp33.2t | 18.7x | 19.2x | 3.3x |
| Mon, 02 Oct 2023 | Rp654.3t | Rp189.7t | Rp29.8t | 27.6x | 22x | 3.4x |
| Wed, 30 Aug 2023 | Rp655.5t | Rp189.8t | Rp29.9t | 29.9x | 21.9x | 3.5x |
| Fri, 28 Jul 2023 | Rp644.5t | Rp188.7t | Rp30.7t | 29.1x | 21x | 3.4x |
Price to Earnings Ratio
21x
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 35.3x which is higher than its 3-year average PE of 22.4x.
- The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.2x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 9.1% 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 | 2.94% | |
| Telecom | 1.40% | |
| Telecom Services and Carriers | 1.04% | |
| Integrated Telecom Services | 1.79% | |
| Alternative Carriers | -2.42% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 18.5x.
- Analysts are expecting annual earnings growth of 9.3%, which is higher than its past year's earnings growth of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 9.3% over the next 5 years.
- This is better than its past earnings growth rate of 3.8% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 9.3% 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 | Rp2.72k | 6.3% +Rp15.8t | -4.6% | PE16.2x | |
| TOWR Sarana Menara Nusantara | Rp410.00 | 8.5% +Rp1.9t | -36.9% | PE6.2x | |
| CENT Centratama Telekomunikasi Indonesia | Rp81.00 | 8.0% +Rp187.1b | -19.0% | PS1x | |
| KETR Ketrosden Triasmitra | Rp580.00 | 8.4% +Rp127.9b | 154.4% | PE9.9x | |
| KBLV First Media | Rp134.00 | 61.4% +Rp88.9b | 148.1% | PE91.9x |
