Header cover image

Filipino (PSEi) Telecom Sector Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies9
  • 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

18x


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-0.22%
Telecom Services and Carriers3.47%
Entertainment0%
Interactive Media and Services0%
Media-0.018%
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%
+₱2.1b
-44.5%PE8x
MB Manila Bulletin Publishing₱0.2418.3%
+₱128.2m
-14.6%PE17.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

CNVRG

₱8.49

Converge Information and Communications Technology Solutions

7D

3.5%

1Y

-44.5%

GLO

₱1,719.00

Globe Telecom

7D

-1.2%

1Y

-24.6%

TBGI

₱0.13

Transpacific Broadband Group International

7D

-2.2%

1Y

-44.6%

GMA7

₱8.26

GMA Network

7D

-0.5%

1Y

-23.1%

DITO

₱2.33

DITO CME Holdings

7D

-2.9%

1Y

-23.6%

MB

₱0.24

Manila Bulletin Publishing

7D

18.3%

1Y

-14.6%

TEL

₱1,259.00

PLDT

7D

-0.2%

1Y

-22.3%