Narrative Update • Sep 17
Over the last 7 days, the Wireless Telecom industry has dropped 1.8%, driven by a pullback from SoftBank Group of 3.4%. Over the past 12 months, the industry was up 28%. Looking forward, earnings are forecast to decline by 25% per year.
Has the Japanese Wireless Telecom Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 20 Sep 2026 | JP¥60.0t | JP¥21.5t | JP¥6.2t | 18.7x | 9.7x | 2.8x |
| Tue, 18 Aug 2026 | JP¥56.0t | JP¥21.5t | JP¥6.2t | 19.4x | 9x | 2.6x |
| Thu, 16 Jul 2026 | JP¥58.1t | JP¥21.0t | JP¥6.2t | 20x | 9.3x | 2.8x |
| Sat, 13 Jun 2026 | JP¥58.1t | JP¥21.0t | JP¥6.2t | 18.4x | 9.3x | 2.8x |
| Mon, 11 May 2026 | JP¥55.5t | JP¥20.7t | JP¥4.9t | 20.5x | 11.2x | 2.7x |
| Wed, 08 Apr 2026 | JP¥41.3t | JP¥20.8t | JP¥5.0t | 19.7x | 8.3x | 2x |
| Fri, 06 Mar 2026 | JP¥42.6t | JP¥20.7t | JP¥5.0t | 20.1x | 8.6x | 2.1x |
| Sun, 01 Feb 2026 | JP¥44.5t | JP¥20.4t | JP¥4.3t | 22.6x | 10.3x | 2.2x |
| Tue, 30 Dec 2025 | JP¥46.6t | JP¥20.4t | JP¥4.3t | 20.4x | 10.8x | 2.3x |
| Thu, 27 Nov 2025 | JP¥43.8t | JP¥20.4t | JP¥4.3t | 20.2x | 10.1x | 2.1x |
| Sat, 25 Oct 2025 | JP¥54.0t | JP¥20.1t | JP¥2.9t | 20.7x | 18.4x | 2.7x |
| Mon, 22 Sep 2025 | JP¥46.8t | JP¥20.1t | JP¥2.9t | 21.8x | 16x | 2.3x |
| Wed, 20 Aug 2025 | JP¥44.9t | JP¥20.1t | JP¥2.9t | 23.3x | 15.3x | 2.2x |
| Fri, 18 Jul 2025 | JP¥35.7t | JP¥19.8t | JP¥2.4t | 20x | 15.2x | 1.8x |
| Sun, 15 Jun 2025 | JP¥31.9t | JP¥19.8t | JP¥2.4t | 20.1x | 13.5x | 1.6x |
| Tue, 13 May 2025 | JP¥32.2t | JP¥19.6t | JP¥2.0t | 19x | 16x | 1.6x |
| Thu, 10 Apr 2025 | JP¥28.1t | JP¥19.4t | JP¥2.0t | 17.4x | 14x | 1.4x |
| Sat, 08 Mar 2025 | JP¥31.4t | JP¥19.4t | JP¥2.0t | 18.1x | 15.7x | 1.6x |
| Mon, 03 Feb 2025 | JP¥33.8t | JP¥19.2t | JP¥3.3t | 17.8x | 10.2x | 1.8x |
| Wed, 01 Jan 2025 | JP¥33.1t | JP¥19.2t | JP¥3.3t | 18.1x | 10x | 1.7x |
| Fri, 29 Nov 2024 | JP¥32.5t | JP¥19.2t | JP¥3.3t | 17.7x | 9.8x | 1.7x |
| Sun, 27 Oct 2024 | JP¥31.5t | JP¥19.0t | JP¥1.2t | 20.7x | 26x | 1.7x |
| Tue, 24 Sep 2024 | JP¥32.1t | JP¥19.0t | JP¥1.2t | 23.6x | 26.5x | 1.7x |
| Thu, 22 Aug 2024 | JP¥32.1t | JP¥19.0t | JP¥1.2t | 24.9x | 26.5x | 1.7x |
| Sat, 20 Jul 2024 | JP¥34.7t | JP¥18.7t | JP¥889.1b | 19.3x | 39x | 1.9x |
| Mon, 17 Jun 2024 | JP¥33.2t | JP¥18.7t | JP¥890.4b | 20.8x | 37.3x | 1.8x |
| Wed, 15 May 2024 | JP¥30.8t | JP¥18.6t | JP¥588.5b | 24.1x | 52.4x | 1.7x |
| Fri, 12 Apr 2024 | JP¥30.5t | JP¥18.6t | JP¥580.2b | 26.5x | 52.6x | 1.6x |
| Sun, 10 Mar 2024 | JP¥32.8t | JP¥18.6t | JP¥580.1b | 25.4x | 56.5x | 1.8x |
| Tue, 06 Feb 2024 | JP¥29.4t | JP¥18.5t | -JP¥982,724,000,000.00 | 16.7x | -29.9x | 1.6x |
| Thu, 04 Jan 2024 | JP¥27.2t | JP¥18.5t | -JP¥980,874,000,000.00 | 17.3x | -27.8x | 1.5x |
| Sat, 02 Dec 2023 | JP¥27.3t | JP¥18.5t | -JP¥980,874,000,000.00 | 17.3x | -27.9x | 1.5x |
| Mon, 30 Oct 2023 | JP¥26.9t | JP¥18.3t | JP¥2.9t | 14.6x | 9.2x | 1.5x |
| Wed, 27 Sep 2023 | JP¥28.0t | JP¥18.3t | JP¥2.9t | 15.2x | 9.6x | 1.5x |
9.6x
Which industries have driven the changes within the Japanese Telecom industry?
| JP Market | 1.53% | |
| Telecom | -0.23% | |
| Wireless Telecom | -1.80% | |
| Wireless Telecom Services | -1.80% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9433 KDDI | JP¥3.06k | 1.0% +JP¥110.4b | 23.9% | PE15.7x | |
| 9434 SoftBank | JP¥248.10 | 0.5% +JP¥57.5b | 8.4% | PE21.8x | |
| 9436 Okinawa Cellular Telephone | JP¥4.45k | 3.2% +JP¥12.9b | 69.5% | PE29.2x | |
| 147A Soracom | JP¥1.00k | 3.7% +JP¥1.6b | -1.3% | PE66.5x | |
| 9424 Japan Communications | JP¥120.00 | 1.7% +JP¥335.4m | -20.0% | PE29.6x |