Narrative Update • Jul 08
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- 7D7.2%
- 3M21.8%
- 1Y66.7%
- YTD22.5%
In the last week, the Wireless Telecom industry is up 9.5%, with SoftBank Group up 10%. In the last 12 months, the industry was up 70%. As for the next few years, earnings are forecast to decline by 27% per annum.
Industry Valuation and Performance
Has the Japanese Wireless Telecom Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Fri, 25 Aug 2023 | JP¥27.2t | JP¥18.3t | JP¥2.9t | 14.1x | 9.4x | 1.5x |
| Sun, 23 Jul 2023 | JP¥26.9t | JP¥18.3t | JP¥215.6b | 14.2x | 125x | 1.5x |
Price to Earnings Ratio
125x
Current Industry PE
- Investors are pessimistic on the Japanese Wireless Telecom 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 9.5x which is lower than its 3-year average PE of 18.0x.
- The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
- The earnings for companies in the Wireless Telecom industry have grown 207% per year over the last three years.
- Revenues for these companies have grown 4.8% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Telecom industry?
| JP Market | 1.83% | |
| Telecom | 3.64% | |
| Wireless Telecom | 7.20% | |
| Wireless Telecom Services | 7.20% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9984 SoftBank Group | JP¥5.97k | 3.8% +JP¥1.2t | 123.4% | PE6.8x | |
| 9434 SoftBank | JP¥218.70 | 2.0% +JP¥205.9b | 0.1% | PE19.3x | |
| 9433 KDDI | JP¥2.84k | 1.4% +JP¥148.5b | 15.8% | PE15.3x | |
| 147A Soracom | JP¥1.11k | 7.7% +JP¥3.6b | 18.4% | PE80x | |
| 9436 Okinawa Cellular Telephone | JP¥3.81k | 0.3% +JP¥920.5m | 47.8% | PE26.5x |