Japanese (NIKKEI) Telecom Services and Carriers Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies19
- 7D1.2%
- 3M3.5%
- 1Y19.3%
- YTD19.0%
The Telecom Services and Carriers industry is up 1.2% in the last week, with Nippon Telegraph and Telephone up 0.9%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 4.8% per annum.
Industry Valuation and Performance
Has the Japanese Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | JP¥14.5t | JP¥13.3t | JP¥1.2t | 16.4x | 11.6x | 1.1x |
| Thu, 27 Oct 2022 | JP¥15.2t | JP¥13.1t | JP¥1.3t | 15.5x | 12.1x | 1.2x |
| Sat, 24 Sep 2022 | JP¥14.2t | JP¥13.0t | JP¥1.3t | 14.7x | 11.3x | 1.1x |
| Mon, 22 Aug 2022 | JP¥14.2t | JP¥13.0t | JP¥1.3t | 15.8x | 11.4x | 1.1x |
| Wed, 20 Jul 2022 | JP¥14.7t | JP¥12.9t | JP¥1.2t | 15.6x | 12.1x | 1.1x |
| Fri, 17 Jun 2022 | JP¥14.5t | JP¥12.8t | JP¥1.2t | 14.3x | 11.9x | 1.1x |
| Sun, 15 May 2022 | JP¥14.2t | JP¥12.8t | JP¥1.2t | 15.9x | 12.3x | 1.1x |
| Tue, 12 Apr 2022 | JP¥13.9t | JP¥12.8t | JP¥1.2t | 16x | 12x | 1.1x |
| Thu, 10 Mar 2022 | JP¥12.7t | JP¥12.8t | JP¥1.2t | 13.9x | 11x | 1x |
| Sat, 05 Feb 2022 | JP¥12.7t | JP¥12.8t | JP¥1.1t | 13.9x | 11.7x | 1x |
| Mon, 03 Jan 2022 | JP¥12.1t | JP¥12.8t | JP¥1.1t | 17x | 11.1x | 0.9x |
| Wed, 01 Dec 2021 | JP¥12.3t | JP¥12.8t | JP¥1.1t | 11.8x | 11.3x | 1x |
| Fri, 29 Oct 2021 | JP¥12.5t | JP¥12.7t | JP¥1.0t | 15.9x | 12.2x | 1x |
| Sun, 26 Sep 2021 | JP¥12.7t | JP¥12.7t | JP¥1.0t | 17.8x | 12.5x | 1x |
| Tue, 24 Aug 2021 | JP¥11.3t | JP¥12.7t | JP¥1.0t | 18.9x | 11.1x | 0.9x |
| Wed, 30 Jun 2021 | JP¥11.3t | JP¥12.7t | JP¥1.0t | 20.4x | 11.1x | 0.9x |
| Sat, 03 Apr 2021 | JP¥11.0t | JP¥12.6t | JP¥946.4b | 18.7x | 11.7x | 0.9x |
| Tue, 05 Jan 2021 | JP¥10.4t | JP¥12.4t | JP¥912.5b | 24.7x | 11.4x | 0.8x |
| Fri, 09 Oct 2020 | JP¥8.6t | JP¥12.4t | JP¥867.0b | 31.6x | 10x | 0.7x |
| Thu, 02 Jul 2020 | JP¥9.9t | JP¥12.4t | JP¥867.1b | 35.1x | 11.5x | 0.8x |
| Sun, 05 Apr 2020 | JP¥9.9t | JP¥12.5t | JP¥877.5b | 17.3x | 11.2x | 0.8x |
| Wed, 08 Jan 2020 | JP¥10.6t | JP¥12.6t | JP¥884.9b | 23.5x | 12x | 0.8x |
Price to Earnings Ratio
12.2x
Current Industry PE
- Investors are relatively neutral on the Japanese 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 11.5x.
- The 3-year average PS ratio of 0.91x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 13% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Telecom industry?
| JP Market | 2.37% | |
| Telecom | 0.71% | |
| Telecom Services and Carriers | 1.16% | |
| Alternative Carriers | 1.75% | |
| Integrated Telecom Services | 1.15% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 18.2x.
- Analysts are expecting annual earnings growth of 12.2%, which is higher than its past year's earnings decline of 24.7% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading close to its 3-year average of 11.3x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings decline of 25% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 4.6% 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 | |
|---|---|---|---|---|---|
| 4485 JTOWER | JP¥6.81k | 5.7% +JP¥8.1b | -33.8% | PE202.8x | |
| 9418 USEN-NEXT HOLDINGSLtd | JP¥2.35k | 3.1% +JP¥4.3b | -27.2% | PE16.3x | |
| 4439 ToumeiLtd | JP¥1.52k | 4.8% +JP¥514.3m | 29.0% | PE41.6x | |
| 4347 Broadmedia | JP¥986.00 | 2.2% +JP¥154.8m | 15.7% | PE7.9x | |
| 4415 Broad EnterpriseLtd | JP¥1.36k | 1.6% +JP¥61.3m | n/a | PE43.6x |