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Malaysian (KLSE) Telecom Sector Analysis

UpdatedDec 04, 2023
DataAggregated Company Financials
Companies23
  • 7D-0.2%
  • 3M-3.6%
  • 1Y-4.4%
  • YTD-0.7%

The Telecom industry has stayed flat over the last week. Unfortunately though, the industry is down 4.4% over the past 12 months. As for the next few years, earnings are expected to grow by 28% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 Dec 2023RM136.6bRM65.3bRM257.9m20.3x529.7x2.1x
Wed, 01 Nov 2023RM135.0bRM63.2b-RM1,417,561,318.0021.7x-95.2x2.1x
Fri, 29 Sep 2023RM140.9bRM63.2b-RM1,414,189,318.0022.6x-99.7x2.2x
Sun, 27 Aug 2023RM142.1bRM62.4b-RM659,897,364.0014.9x-215.3x2.3x
Tue, 25 Jul 2023RM141.9bRM60.7b-RM894,575,201.0015.4x-158.6x2.3x
Thu, 22 Jun 2023RM140.4bRM60.7b-RM894,575,201.0016.9x-156.9x2.3x
Sat, 20 May 2023RM148.3bRM58.5b-RM1,272,437,057.0013.4x-116.5x2.5x
Mon, 17 Apr 2023RM147.6bRM58.5b-RM1,283,873,420.0015.6x-115x2.5x
Wed, 15 Mar 2023RM139.1bRM58.5b-RM1,211,995,420.0014.9x-114.8x2.4x
Fri, 10 Feb 2023RM142.2bRM63.7bRM4.0b14.1x35.6x2.2x
Sun, 08 Jan 2023RM138.2bRM63.7bRM4.0b19.1x34.6x2.2x
Tue, 06 Dec 2022RM140.3bRM63.7bRM4.1b19.7x34.3x2.2x
Thu, 03 Nov 2022RM121.0bRM62.5bRM4.4b19.4x27.4x1.9x
Sat, 01 Oct 2022RM113.6bRM62.5bRM4.4b17x25.5x1.8x
Mon, 29 Aug 2022RM125.8bRM62.6bRM4.4b19.2x28.8x2x
Wed, 27 Jul 2022RM114.5bRM61.8bRM4.6b19.4x25x1.9x
Fri, 24 Jun 2022RM111.2bRM62.2bRM4.8b18.9x23.4x1.8x
Sun, 22 May 2022RM123.8bRM61.6bRM4.8b20.2x25.7x2x
Tue, 19 Apr 2022RM135.3bRM61.5bRM4.9b19.1x27.6x2.2x
Thu, 17 Mar 2022RM141.4bRM61.6bRM5.0b16.8x28.6x2.3x
Sat, 12 Feb 2022RM146.6bRM60.5bRM4.8b20x30.7x2.4x
Mon, 10 Jan 2022RM144.8bRM60.4bRM4.8b20.3x30.4x2.4x
Wed, 08 Dec 2021RM142.5bRM60.5bRM4.8b20.2x29.6x2.4x
Fri, 05 Nov 2021RM150.7bRM59.8bRM4.9b18.9x31.1x2.5x
Sun, 03 Oct 2021RM151.5bRM59.7bRM4.9b20.5x30.9x2.5x
Tue, 31 Aug 2021RM154.2bRM59.8bRM5.0b21.1x31.1x2.6x
Wed, 07 Jul 2021RM143.9bRM59.8bRM5.0b20.5x29x2.4x
Sat, 10 Apr 2021RM138.8bRM58.5bRM4.7b24.5x29.8x2.4x
Fri, 01 Jan 2021RM142.5bRM58.4bRM4.6b26.4x30.7x2.4x
Price to Earnings Ratio

28x


Total Market Cap: RM136.4bTotal Earnings: RM4.9bTotal Revenue: RM58.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Telecom Sector Price to Earnings3Y Average -10.5x202120222023
Current Industry PE
  • Investors are optimistic on the Malaysian Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 530x which is higher than its 3-year average PE of -10.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 62% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.6% 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 Malaysian Telecom sector?

MY Market-0.55%
Telecom-0.21%
Telecom Services and Carriers0.07%
Entertainment0%
Wireless Telecom-0.15%
Interactive Media and Services-2.26%
Media-4.62%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio of 16.9x.
    • Analysts are expecting annual earnings growth of 22.7%, which is higher than its past year's earnings decline of 51.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 6.0% 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
CDB Celcomdigi BerhadRM4.241.4%
+RM703.9m
6.3%PE42.9x
TM Telekom Malaysia BerhadRM5.300.4%
+RM77.6m
-5.5%PE12.7x
OCK OCK Group BerhadRM0.412.5%
+RM10.5m
-4.7%PE11.3x
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Latest News

TM

RM5.30

Telekom Malaysia Berhad

7D

0.2%

1Y

-3.1%

OCK

RM0.41

OCK Group Berhad

7D

2.5%

1Y

-4.7%

SJC

RM0.55

Seni Jaya Corporation Berhad

7D

-8.3%

1Y

-2.7%

CDB

RM4.24

Celcomdigi Berhad

7D

1.4%

1Y

6.3%

TIMECOM

RM5.06

TIME dotCom Berhad

7D

-0.4%

1Y

5.6%

JCBNEXT

RM1.59

JcbNext Berhad

7D

0.6%

1Y

27.2%

MAXIS

RM3.96

Maxis Berhad

7D

-1.2%

1Y

1.5%

ASTRO

RM0.38

Astro Malaysia Holdings Berhad

7D

-6.3%

1Y

-47.9%

AXIATA

RM2.33

Axiata Group Berhad

7D

-2.1%

1Y

-26.0%

REDTONE

RM0.66

REDtone Digital Berhad

7D

-3.6%

1Y

24.5%

CATCHA

RM0.43

Catcha Digital Berhad

7D

-4.4%

1Y

132.4%