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Japanese (NIKKEI) Telecom Sector Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies291
  • 7D-4.5%
  • 3M5.2%
  • 1Y10.7%
  • YTD8.8%

Over the last 7 days, the Telecom industry has dropped 4.5%, driven by SoftBank Group declining 13%. Meanwhile, U-NEXT HOLDINGSLtd actually outperformed within the industry, gaining 12% in the last week. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024JP¥76.8tJP¥47.3tJP¥3.4t18.8x22.5x1.6x
Sun, 23 Jun 2024JP¥75.6tJP¥47.3tJP¥3.4t18.3x22.2x1.6x
Tue, 21 May 2024JP¥73.7tJP¥47.3tJP¥3.4t18.5x21.6x1.6x
Thu, 18 Apr 2024JP¥73.3tJP¥47.0tJP¥3.1t18.9x23.7x1.6x
Sat, 16 Mar 2024JP¥77.1tJP¥47.2tJP¥3.1t19.5x25.1x1.6x
Mon, 12 Feb 2024JP¥77.1tJP¥47.1tJP¥3.1t19.6x24.7x1.6x
Wed, 10 Jan 2024JP¥72.4tJP¥47.0tJP¥1.7t18.3x43.6x1.5x
Fri, 08 Dec 2023JP¥70.4tJP¥47.0tJP¥1.7t18.2x42.4x1.5x
Sun, 05 Nov 2023JP¥69.9tJP¥46.7tJP¥5.6t17.2x12.4x1.5x
Tue, 03 Oct 2023JP¥69.4tJP¥46.6tJP¥5.6t17.5x12.3x1.5x
Thu, 31 Aug 2023JP¥69.8tJP¥46.6tJP¥5.6t17.6x12.4x1.5x
Sat, 29 Jul 2023JP¥69.8tJP¥46.2tJP¥2.9t17.7x24.1x1.5x
Mon, 26 Jun 2023JP¥69.5tJP¥46.1tJP¥2.9t17.5x23.8x1.5x
Wed, 24 May 2023JP¥67.0tJP¥46.1tJP¥2.9t17.1x23.3x1.5x
Fri, 21 Apr 2023JP¥64.7tJP¥45.4tJP¥872.8b17.6x74.1x1.4x
Sun, 19 Mar 2023JP¥63.4tJP¥45.3tJP¥874.7b16.5x72.4x1.4x
Tue, 14 Feb 2023JP¥63.8tJP¥45.2tJP¥877.0b16.3x72.7x1.4x
Thu, 12 Jan 2023JP¥62.9tJP¥44.6tJP¥1.6t15.7x39x1.4x
Sat, 10 Dec 2022JP¥64.6tJP¥44.6tJP¥1.6t16.3x40.1x1.4x
Mon, 07 Nov 2022JP¥66.5tJP¥44.1t-JP¥1,828,725,044,000.0015.9x-36.3x1.5x
Wed, 05 Oct 2022JP¥65.8tJP¥43.8t-JP¥1,747,599,920,000.0015.7x-37.7x1.5x
Fri, 02 Sep 2022JP¥65.5tJP¥43.8t-JP¥1,755,189,224,000.0016.4x-37.3x1.5x
Sun, 31 Jul 2022JP¥67.4tJP¥43.3tJP¥2.2t17x31.2x1.6x
Tue, 28 Jun 2022JP¥66.2tJP¥43.3tJP¥2.1t16.1x30.8x1.5x
Thu, 26 May 2022JP¥66.6tJP¥43.3tJP¥2.1t15.9x31x1.5x
Sat, 23 Apr 2022JP¥67.2tJP¥42.9tJP¥6.0t16.2x11.2x1.6x
Mon, 21 Mar 2022JP¥64.9tJP¥42.9tJP¥6.0t16.6x10.9x1.5x
Wed, 16 Feb 2022JP¥62.8tJP¥42.8tJP¥5.8t16.7x10.8x1.5x
Fri, 14 Jan 2022JP¥63.1tJP¥42.5tJP¥6.8t17.2x9.3x1.5x
Sun, 12 Dec 2021JP¥64.2tJP¥42.5tJP¥6.8t18.8x9.4x1.5x
Tue, 09 Nov 2021JP¥67.5tJP¥42.4tJP¥7.7t21.6x8.8x1.6x
Thu, 07 Oct 2021JP¥65.2tJP¥42.1tJP¥7.7t19.8x8.5x1.5x
Sat, 04 Sep 2021JP¥67.4tJP¥42.2tJP¥7.7t21.5x8.8x1.6x
Mon, 02 Aug 2021JP¥65.4tJP¥42.2tJP¥7.7t22.2x8.5x1.6x
Price to Earnings Ratio

8.5x


Total Market Cap: JP¥65.4tTotal Earnings: JP¥7.7tTotal Revenue: JP¥42.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Telecom Sector Price to Earnings3Y Average 31.3x202220232024
Current Industry PE
  • Investors are pessimistic on the Japanese 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 22.5x which is lower than its 3-year average PE of 31.3x.
  • The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.9% per year.
  • This means that although more sales are being generated, 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 Japanese Telecom sector?

JP Market-5.18%
Telecom-4.53%
Telecom Services and Carriers-1.60%
Media-3.21%
Entertainment-3.36%
Interactive Media and Services-5.77%
Wireless Telecom-6.47%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 9.6x.
    • Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings growth of 11.8% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average of 11.9x.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 3.0% 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
9418 U-NEXT HOLDINGSLtdJP¥4.87k12.1%
+JP¥31.6b		49.7%PE18.7x
9602 TohoJP¥5.29k1.5%
+JP¥13.0b		-3.1%PE18.4x
2329 Tohokushinsha FilmJP¥637.0012.3%
+JP¥9.4b		82.5%PE21.4x
9436 Okinawa Cellular TelephoneJP¥4.28k2.3%
+JP¥4.6b		41.1%PE17x
4485 JTOWERJP¥1.67k9.4%
+JP¥3.7b		-76.9%PS3.7x
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Latest News

9432

JP¥157.90

Nippon Telegraph and Telephone

7D

-0.7%

1Y

-1.7%

Nippon Telegraph and Telephone's (TSE:9432) Dividend Will Be ¥2.60

Jul 26
Nippon Telegraph and Telephone's (TSE:9432) Dividend Will Be ¥2.60

2329

JP¥637.00

Tohokushinsha Film

7D

12.3%

1Y

82.5%

9984

JP¥9,174.00

SoftBank Group

7D

-12.7%

1Y

29.2%

9436

JP¥4,275.00

Okinawa Cellular Telephone

7D

2.3%

1Y

41.1%

9434

JP¥1,935.50

SoftBank

7D

-3.2%

1Y

24.1%

SoftBank (TSE:9434) Will Pay A Dividend Of ¥43.00

Jul 25
SoftBank (TSE:9434) Will Pay A Dividend Of ¥43.00

4439

JP¥2,790.00

ToumeiLtd

7D

7.8%

1Y

10.8%

9602

JP¥5,287.00

Toho

7D

1.5%

1Y

-3.1%

7974

JP¥8,247.00

Nintendo

7D

-3.8%

1Y

29.8%

4485

JP¥1,667.00

JTOWER

7D

9.4%

1Y

-76.9%

3659

JP¥3,187.00

NEXON

7D

-3.8%

1Y

19.4%

With NEXON Co., Ltd. (TSE:3659) It Looks Like You'll Get What You Pay For

Jul 13
With NEXON Co., Ltd. (TSE:3659) It Looks Like You'll Get What You Pay For

9418

JP¥4,865.00

U-NEXT HOLDINGSLtd

7D

12.1%

1Y

49.7%

U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Investors Are Less Pessimistic Than Expected

Jul 11
U-NEXT HOLDINGS Co.,Ltd. (TSE:9418) Investors Are Less Pessimistic Than Expected

9433

JP¥4,513.00

KDDI

7D

-1.6%

1Y

5.7%

What You Can Learn From KDDI Corporation's (TSE:9433) P/E

Jul 11
What You Can Learn From KDDI Corporation's (TSE:9433) P/E

7458

JP¥1,769.00

Daiichikosho

7D

1.8%

1Y

-37.4%

9697

JP¥2,968.00

Capcom

7D

-6.5%

1Y

-3.1%

4689

JP¥363.80

LY

7D

-7.6%

1Y

-7.0%

6562

JP¥1,302.00

Geniee

7D

6.9%

1Y

0.9%