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Filipino (PSEi) Telecom Sector Analysis
UpdatedMar 23, 2025
DataAggregated Company Financials
Companies9
- 7D2.2%
- 3M6.6%
- 1Y18.1%
- YTD3.7%
The Telecom industry is up 2.2% in the last week, with Converge Information and Communications Technology Solutions up 14%. This means that the industry has gained 18% over the past year. As for the next few years, earnings are expected to grow by 9.1% per annum.
Sector Valuation and Performance
Has the Filipino Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Mar 2025 | ₱765.0b | ₱474.8b | ₱58.5b | 13.9x | 13.1x | 1.6x |
| Tue, 18 Feb 2025 | ₱778.5b | ₱456.2b | ₱54.6b | 13.9x | 14.3x | 1.7x |
| Thu, 16 Jan 2025 | ₱765.8b | ₱473.3b | ₱54.7b | 14.5x | 14x | 1.6x |
| Sat, 14 Dec 2024 | ₱727.8b | ₱473.3b | ₱54.7b | 13.5x | 13.3x | 1.5x |
| Mon, 11 Nov 2024 | ₱766.4b | ₱480.2b | ₱54.3b | 13.2x | 14.1x | 1.6x |
| Wed, 09 Oct 2024 | ₱839.4b | ₱470.0b | ₱52.2b | 13.3x | 16.1x | 1.8x |
| Fri, 06 Sep 2024 | ₱786.9b | ₱470.0b | ₱52.2b | 13.1x | 15.1x | 1.7x |
| Sun, 04 Aug 2024 | ₱759.5b | ₱468.4b | ₱52.2b | 13.9x | 14.5x | 1.6x |
| Tue, 02 Jul 2024 | ₱731.2b | ₱468.4b | ₱52.2b | 13.5x | 14x | 1.6x |
| Thu, 30 May 2024 | ₱696.0b | ₱468.1b | ₱52.1b | 12.8x | 13.3x | 1.5x |
| Sat, 27 Apr 2024 | ₱646.9b | ₱465.6b | ₱51.1b | 12.3x | 12.7x | 1.4x |
| Mon, 25 Mar 2024 | ₱647.7b | ₱465.9b | ₱57.1b | 15.9x | 11.3x | 1.4x |
| Wed, 21 Feb 2024 | ₱637.4b | ₱463.0b | ₱42.6b | 15.6x | 15x | 1.4x |
| Fri, 19 Jan 2024 | ₱623.2b | ₱463.0b | ₱42.6b | 18.3x | 14.6x | 1.3x |
| Sun, 17 Dec 2023 | ₱613.2b | ₱463.0b | ₱42.6b | 16.7x | 14.4x | 1.3x |
| Tue, 14 Nov 2023 | ₱619.7b | ₱461.3b | ₱45.2b | 14.9x | 13.7x | 1.3x |
| Thu, 12 Oct 2023 | ₱632.1b | ₱459.8b | ₱46.6b | 15.6x | 13.6x | 1.4x |
| Sat, 09 Sep 2023 | ₱609.5b | ₱459.8b | ₱46.6b | 16.6x | 13.1x | 1.3x |
| Mon, 07 Aug 2023 | ₱641.0b | ₱460.8b | ₱46.9b | 15.1x | 13.7x | 1.4x |
| Wed, 05 Jul 2023 | ₱661.9b | ₱460.1b | ₱45.2b | 17.8x | 14.7x | 1.4x |
| Fri, 02 Jun 2023 | ₱625.3b | ₱460.1b | ₱45.2b | 18.5x | 13.8x | 1.4x |
| Sun, 30 Apr 2023 | ₱636.8b | ₱457.4b | ₱52.6b | 18.4x | 12.1x | 1.4x |
| Tue, 28 Mar 2023 | ₱702.4b | ₱453.4b | ₱51.9b | 22.6x | 13.5x | 1.5x |
| Thu, 23 Feb 2023 | ₱740.4b | ₱450.7b | ₱75.0b | 14.8x | 9.9x | 1.6x |
| Sat, 21 Jan 2023 | ₱805.4b | ₱450.7b | ₱75.0b | 18.4x | 10.7x | 1.8x |
| Mon, 19 Dec 2022 | ₱766.3b | ₱450.7b | ₱75.0b | 16.2x | 10.2x | 1.7x |
| Wed, 16 Nov 2022 | ₱806.2b | ₱451.5b | ₱75.9b | 14.9x | 10.6x | 1.8x |
| Fri, 14 Oct 2022 | ₱738.8b | ₱445.6b | ₱69.2b | 17.5x | 10.7x | 1.7x |
| Sun, 11 Sep 2022 | ₱812.2b | ₱445.6b | ₱69.2b | 18.4x | 11.7x | 1.8x |
| Tue, 09 Aug 2022 | ₱852.4b | ₱439.7b | ₱67.6b | 22.5x | 12.6x | 1.9x |
| Thu, 07 Jul 2022 | ₱884.2b | ₱436.2b | ₱67.1b | 22.6x | 13.2x | 2x |
| Sat, 04 Jun 2022 | ₱967.3b | ₱436.2b | ₱67.1b | 25.3x | 14.4x | 2.2x |
| Mon, 02 May 2022 | ₱1.1t | ₱429.5b | ₱49.2b | 46.2x | 21.4x | 2.5x |
| Wed, 30 Mar 2022 | ₱1.1t | ₱430.3b | ₱49.5b | 45.3x | 22.3x | 2.6x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are relatively neutral on the Filipino Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 13.6x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 5.7% per year over the last three years.
- Revenues for these companies have grown 3.3% 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 Filipino Telecom sector?
| PH Market | 0.17% | |
| Telecom | 2.23% | |
| Telecom Services and Carriers | 13.67% | |
| Wireless Telecom | 0.09% | |
| Media | -1.88% | |
Industry PE
- Investors are most optimistic about the Telecom Services and Carriers industry even though it's trading below its 3-year average PE ratio of 14.8x.
- Analysts are expecting annual earnings growth of 10.6%, which is higher than its past year's earnings decline of 56.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 20% over the next 5 years.
- However this is lower than its past earnings growth rate of 31% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 8.4% 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 | |
|---|---|---|---|---|---|
| CNVRG Converge Information and Communications Technology Solutions | ₱19.00 | 13.8% +₱16.7b | 103.2% | PE12.8x | |
| GLO Globe Telecom | ₱2.20k | 4.4% +₱13.3b | 25.7% | PE13.9x | |
| MB Manila Bulletin Publishing | ₱0.18 | 1.1% +₱6.9m | -23.1% | PE9.7x |