We Think Telekom Malaysia Berhad (KLSE:TM) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Has the Malaysian Telecom Sector valuation changed over the past few years?
|Tue, 07 Dec 2021||RM142.5b||RM60.5b||RM4.8b||20.2x|
|Thu, 04 Nov 2021||RM150.7b||RM59.8b||RM4.9b||18.9x|
|Sat, 02 Oct 2021||RM152.4b||RM59.7b||RM4.9b||20.5x|
|Mon, 30 Aug 2021||RM154.2b||RM59.8b||RM5.0b||21.1x|
|Tue, 06 Jul 2021||RM143.9b||RM59.8b||RM5.0b||20.5x|
|Fri, 09 Apr 2021||RM138.8b||RM58.5b||RM4.7b||24.5x|
|Thu, 31 Dec 2020||RM142.5b||RM58.4b||RM4.6b||26.4x|
|Sun, 04 Oct 2020||RM128.1b||RM58.9b||RM4.9b||26.3x|
|Wed, 08 Jul 2020||RM136.8b||RM59.4b||RM4.7b||22.6x|
|Tue, 31 Mar 2020||RM131.4b||RM60.5b||RM5.1b||20.8x|
|Fri, 03 Jan 2020||RM143.2b||RM60.6b||RM5.8b||22.8x|
|Mon, 07 Oct 2019||RM149.2b||RM60.7b||RM4.3b||17.9x|
|Sun, 30 Jun 2019||RM158.8b||RM60.7b||RM3.9b||17.1x|
|Wed, 03 Apr 2019||RM143.0b||RM60.7b||RM351.2m||19.9x|
|Sat, 05 Jan 2019||RM136.5b||RM60.8b||-RM424,564,050.00||21.7x|
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 21.8x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: Total earnings for the Communication Services industry have gone up over the last three years, and the industry is now profitable. Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Which industries have driven the changes within the Malaysian Telecom sector?
|Telecom Services and Carriers||-1.00%|
|Interactive Media and Services||-19.91%|
Industry PE: Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 27.6x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Media industry, which is trading below its 3-year average of 19.3x.
Forecasted Growth: Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 11% over the next 5 years. This is better than its past earnings decline of 11% per year. Meanwhile, the Media industry is expected to see its earnings grow by 8.6% per year over the next few years.
Which companies have driven the market over the last 7 days?
Telekom Malaysia Berhad
TIME dotCom Berhad
OCK Group Berhad
mTouche Technology Berhad
Axiata Group Berhad
Media Prima Berhad
Hong Seng Consolidated Berhad
Watta Holding Berhad
Astro Malaysia Holdings Berhad