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Filipino (PSEi) Telecom Sector Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
  • 7D-0.2%
  • 3M1.6%
  • 1Y-26.3%
  • YTD-20.3%

Last week, the Telecom industry hasn't moved much but Converge Information and Communications Technology Solutions is up 3.5% in that time. Unfortunately though, the industry is down 26% over the past 12 months. Earnings are forecast to grow by 9.5% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023₱617.9b₱463.0b₱42.6b16.8x14.5x1.3x
Tue, 31 Oct 2023₱617.5b₱459.8b₱46.6b15.5x13.2x1.3x
Thu, 28 Sep 2023₱623.6b₱459.8b₱46.6b15.7x13.4x1.4x
Sat, 26 Aug 2023₱632.1b₱459.8b₱46.6b17.1x13.6x1.4x
Mon, 24 Jul 2023₱671.0b₱460.1b₱45.2b16.8x14.9x1.5x
Wed, 21 Jun 2023₱655.0b₱460.1b₱45.2b18x14.5x1.4x
Fri, 19 May 2023₱686.0b₱460.1b₱45.2b25.4x15.2x1.5x
Sun, 16 Apr 2023₱674.5b₱458.4b₱53.4b21.5x12.6x1.5x
Tue, 14 Mar 2023₱698.7b₱450.7b₱75.0b15.6x9.3x1.6x
Thu, 09 Feb 2023₱791.7b₱450.7b₱75.0b16x10.6x1.8x
Sat, 07 Jan 2023₱782.3b₱450.7b₱75.0b17.9x10.4x1.7x
Mon, 05 Dec 2022₱838.0b₱450.7b₱75.0b15.8x11.2x1.9x
Wed, 02 Nov 2022₱799.6b₱445.6b₱69.2b14.3x11.6x1.8x
Fri, 30 Sep 2022₱755.8b₱445.6b₱69.2b15.3x10.9x1.7x
Sun, 28 Aug 2022₱855.6b₱445.6b₱69.2b19.1x12.4x1.9x
Tue, 26 Jul 2022₱828.4b₱436.2b₱67.1b22.5x12.3x1.9x
Thu, 23 Jun 2022₱855.1b₱436.2b₱67.1b21.8x12.7x2x
Sat, 21 May 2022₱1.1t₱435.8b₱63.7b25.5x17.1x2.5x
Mon, 18 Apr 2022₱1.1t₱429.5b₱49.2b46.4x22.2x2.5x
Wed, 16 Mar 2022₱980.2b₱426.4b₱45.8b44x21.4x2.3x
Fri, 11 Feb 2022₱1.2t₱424.8b₱42.9b48.5x26.9x2.7x
Sun, 09 Jan 2022₱1.2t₱424.8b₱42.9b49.8x28.1x2.8x
Tue, 07 Dec 2021₱1.2t₱424.8b₱42.9b51.7x27.9x2.8x
Thu, 04 Nov 2021₱1.2t₱418.2b₱42.7b44.1x27.6x2.8x
Sat, 02 Oct 2021₱1.2t₱418.2b₱42.7b55.9x29.1x3x
Mon, 30 Aug 2021₱1.0t₱418.2b₱42.7b43.8x23.9x2.4x
Tue, 06 Jul 2021₱792.4b₱418.2b₱42.7b44.6x18.6x1.9x
Fri, 09 Apr 2021₱734.0b₱405.4b₱37.9b54x19.4x1.8x
Thu, 31 Dec 2020₱745.3b₱399.9b₱36.5b44.6x20.4x1.9x
Price to Earnings Ratio


Total Market Cap: ₱723.2bTotal Earnings: ₱40.3bTotal Revenue: ₱401.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Filipino Telecom Sector Price to Earnings3Y Average 17.5x202120222023
Current Industry PE
  • Investors are pessimistic on the Filipino 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 14.6x which is lower than its 3-year average PE of 17.5x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Filipino Telecom sector?

PH Market-0.37%
Telecom Services and Carriers3.47%
Interactive Media and Services0%
Wireless Telecom-0.66%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry, which is trading close to its 3-year average PE ratio of 13.2x.
    • Analysts are expecting annual earnings growth of 9.0%, which is higher than its past year's earnings decline of 43.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 68% over the next 5 years.
  • This is better than its past earnings decline of 58% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 9.0% 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
CNVRG Converge Information and Communications Technology Solutions₱8.493.5%
MB Manila Bulletin Publishing₱0.2418.3%
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