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Malaysian (KLSE) Telecom Sector Analysis
UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies24
- 7D-2.7%
- 3M2.8%
- 1Y-11.2%
- YTD-3.8%
Over the last 7 days, the Telecom industry has dropped 2.7%, driven by Celcomdigi Berhad declining 6.3%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Malaysian Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | RM 127.5b | RM 65.9b | RM 6.0b | 13.9x | 21.3x | 1.9x |
| Tue, 14 Jan 2025 | RM 129.7b | RM 65.9b | RM 6.3b | 16.6x | 20.7x | 2x |
| Thu, 12 Dec 2024 | RM 130.3b | RM 66.0b | RM 6.2b | 16.8x | 21.1x | 2x |
| Sat, 09 Nov 2024 | RM 126.4b | RM 66.2b | RM 5.3b | 16.8x | 24x | 1.9x |
| Mon, 07 Oct 2024 | RM 131.3b | RM 66.2b | RM 5.3b | 15.8x | 24.9x | 2x |
| Wed, 04 Sep 2024 | RM 136.4b | RM 66.2b | RM 5.3b | 17.8x | 25.9x | 2.1x |
| Fri, 02 Aug 2024 | RM 134.7b | RM 66.0b | RM 4.8b | 23.5x | 27.9x | 2x |
| Sun, 30 Jun 2024 | RM 135.1b | RM 66.0b | RM 4.8b | 18.8x | 28x | 2x |
| Tue, 28 May 2024 | RM 142.6b | RM 65.4b | RM 4.7b | 23.7x | 30.5x | 2.2x |
| Thu, 25 Apr 2024 | RM 139.1b | RM 65.2b | RM 4.6b | 20.5x | 30x | 2.1x |
| Sat, 23 Mar 2024 | RM 142.5b | RM 65.2b | RM 4.7b | 21.4x | 30.6x | 2.2x |
| Mon, 19 Feb 2024 | RM 143.4b | RM 65.3b | RM 214.2m | 20.9x | 669.5x | 2.2x |
| Wed, 17 Jan 2024 | RM 139.9b | RM 65.3b | RM 215.4m | 21.7x | 649.3x | 2.1x |
| Fri, 15 Dec 2023 | RM 133.4b | RM 65.3b | RM 257.9m | 20.9x | 517.3x | 2x |
| Sun, 12 Nov 2023 | RM 138.2b | RM 63.3b | -RM 1,444,786,318.00 | 21.7x | -95.6x | 2.2x |
| Tue, 10 Oct 2023 | RM 137.0b | RM 63.2b | -RM 1,414,189,318.00 | 21.4x | -96.9x | 2.2x |
| Thu, 07 Sep 2023 | RM 141.6b | RM 63.3b | -RM 1,339,289,318.00 | 22.6x | -105.7x | 2.2x |
| Sat, 05 Aug 2023 | RM 142.0b | RM 60.7b | -RM 892,353,640.00 | 15.2x | -159.1x | 2.3x |
| Mon, 03 Jul 2023 | RM 138.8b | RM 60.7b | -RM 894,575,201.00 | 16.6x | -155.1x | 2.3x |
| Wed, 31 May 2023 | RM 147.8b | RM 60.8b | -RM 810,038,388.00 | 13.1x | -182.5x | 2.4x |
| Fri, 28 Apr 2023 | RM 149.0b | RM 58.5b | -RM 1,281,469,420.00 | 14.6x | -116.3x | 2.5x |
| Sun, 26 Mar 2023 | RM 142.9b | RM 58.5b | -RM 1,211,995,420.00 | 14.9x | -117.9x | 2.4x |
| Tue, 21 Feb 2023 | RM 147.6b | RM 63.7b | RM 4.0b | 14x | 36.9x | 2.3x |
| Thu, 19 Jan 2023 | RM 142.4b | RM 63.7b | RM 4.0b | 14.4x | 35.6x | 2.2x |
| Sat, 17 Dec 2022 | RM 134.9b | RM 63.7b | RM 4.0b | 18.4x | 33.8x | 2.1x |
| Mon, 14 Nov 2022 | RM 123.3b | RM 62.6b | RM 4.4b | 19x | 28x | 2x |
| Wed, 12 Oct 2022 | RM 111.5b | RM 62.5b | RM 4.4b | 17.2x | 25.1x | 1.8x |
| Fri, 09 Sep 2022 | RM 122.6b | RM 62.7b | RM 4.4b | 18.1x | 27.6x | 2x |
| Sun, 07 Aug 2022 | RM 121.9b | RM 62.0b | RM 4.5b | 19.5x | 26.8x | 2x |
| Tue, 05 Jul 2022 | RM 113.5b | RM 61.9b | RM 4.6b | 19.9x | 24.5x | 1.8x |
| Thu, 02 Jun 2022 | RM 126.5b | RM 62.2b | RM 4.8b | 17.5x | 26.5x | 2x |
| Sat, 30 Apr 2022 | RM 133.6b | RM 61.5b | RM 4.9b | 20.7x | 27.3x | 2.2x |
| Mon, 28 Mar 2022 | RM 140.8b | RM 61.6b | RM 5.0b | 17.6x | 28.4x | 2.3x |
| Wed, 23 Feb 2022 | RM 143.1b | RM 60.5b | RM 4.8b | 18x | 29.9x | 2.4x |
Price to Earnings Ratio
29.9x
Current Industry PE
- Investors are pessimistic on the Malaysian 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 21.3x which is lower than its 3-year average PE of 33.5x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 7.9% per year over the last three years.
- Revenues for these companies have grown 2.9% 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 Malaysian Telecom sector?
| MY Market | -0.45% | |
| Telecom | -2.68% | |
| Interactive Media and Services | 0.26% | |
| Telecom Services and Carriers | 0.16% | |
| Entertainment | 0% | 0 |
| Media | -3.09% | |
| Wireless Telecom | -3.78% | |
Industry PE
- Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 10.6x.
- Analysts are expecting annual earnings growth of 13.1%, which is higher than its past year's earnings decline of 3.3% per year.
- Investors are most pessimistic about the Interactive Media and Services industry, which is trading below its 3-year average of 16.5x.
Forecasted Growth
- Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 3.3% per year.
- In contrast, the Media industry is expected to see its earnings decline by 6.5% 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 | |
|---|---|---|---|---|---|
| TIMECOM TIME dotCom Berhad | RM 4.79 | 1.9% +RM 166.4m | -13.4% | PE25.7x | |
| XOXTECH XOX Technology Berhad | RM 0.06 | 20.0% +RM 8.9m | 0% | PE5.4x | |
| MMM MMM Group Berhad | RM 0.085 | 41.7% +RM 7.8m | 0% | PS4x | |
| MTOUCHE mTouche Technology Berhad | RM 0.04 | 14.3% +RM 4.6m | -20.0% | PS2.4x | |
| SASBADI Sasbadi Holdings Berhad | RM 0.17 | 6.1% +RM 4.4m | 6.1% | PE8.5x |
