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Filipino (PSEi) Telecom Sector Analysis
UpdatedMar 13, 2025
DataAggregated Company Financials
Companies9
- 7D-3.2%
- 3M3.2%
- 1Y14.6%
- YTD1.7%
Over the last 7 days, the Telecom industry has dropped 3.2%, driven by a pullback from Globe Telecom of 5.4%. This takes the industry's 12 month performance to a gain of 15%. As for the next few years, earnings are expected to grow by 7.5% 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Mar 2025 | ₱749.8b | ₱457.5b | ₱60.1b | 13.4x | 12.5x | 1.6x |
| Sat, 08 Feb 2025 | ₱776.0b | ₱473.3b | ₱54.7b | 13.9x | 14.2x | 1.6x |
| Mon, 06 Jan 2025 | ₱744.9b | ₱473.3b | ₱54.7b | 13.5x | 13.6x | 1.6x |
| Wed, 04 Dec 2024 | ₱748.2b | ₱473.3b | ₱54.7b | 14x | 13.7x | 1.6x |
| Fri, 01 Nov 2024 | ₱779.8b | ₱470.0b | ₱52.2b | 13.4x | 14.9x | 1.7x |
| Sun, 29 Sep 2024 | ₱807.8b | ₱470.0b | ₱52.2b | 13.3x | 15.5x | 1.7x |
| Tue, 27 Aug 2024 | ₱802.8b | ₱470.0b | ₱52.2b | 13.5x | 15.4x | 1.7x |
| Thu, 25 Jul 2024 | ₱740.7b | ₱468.4b | ₱52.2b | 13.3x | 14.2x | 1.6x |
| Sat, 22 Jun 2024 | ₱682.6b | ₱468.4b | ₱52.2b | 13x | 13.1x | 1.5x |
| Mon, 20 May 2024 | ₱709.2b | ₱468.2b | ₱52.1b | 13x | 13.6x | 1.5x |
| Wed, 17 Apr 2024 | ₱646.7b | ₱465.9b | ₱57.0b | 15.1x | 11.3x | 1.4x |
| Fri, 15 Mar 2024 | ₱655.4b | ₱466.0b | ₱55.7b | 15.9x | 11.8x | 1.4x |
| Sun, 11 Feb 2024 | ₱640.9b | ₱463.0b | ₱42.6b | 15.6x | 15.1x | 1.4x |
| Tue, 09 Jan 2024 | ₱634.5b | ₱463.0b | ₱42.6b | 16.3x | 14.9x | 1.4x |
| Thu, 07 Dec 2023 | ₱617.7b | ₱463.0b | ₱42.6b | 15.4x | 14.5x | 1.3x |
| Sat, 04 Nov 2023 | ₱612.3b | ₱459.8b | ₱46.6b | 15.4x | 13.1x | 1.3x |
| Mon, 02 Oct 2023 | ₱617.6b | ₱459.8b | ₱46.6b | 16.5x | 13.2x | 1.3x |
| Wed, 30 Aug 2023 | ₱622.1b | ₱459.8b | ₱46.6b | 17.1x | 13.3x | 1.4x |
| Fri, 28 Jul 2023 | ₱682.0b | ₱460.1b | ₱45.2b | 15.8x | 15.1x | 1.5x |
| Sun, 25 Jun 2023 | ₱655.7b | ₱460.1b | ₱45.2b | 18.6x | 14.5x | 1.4x |
| Tue, 23 May 2023 | ₱656.3b | ₱460.1b | ₱45.2b | 19.2x | 14.5x | 1.4x |
| Thu, 20 Apr 2023 | ₱670.8b | ₱457.4b | ₱54.3b | 21x | 12.4x | 1.5x |
| Sat, 18 Mar 2023 | ₱686.9b | ₱450.7b | ₱75.0b | 14.1x | 9.2x | 1.5x |
| Mon, 13 Feb 2023 | ₱766.1b | ₱450.7b | ₱75.0b | 16x | 10.2x | 1.7x |
| Wed, 11 Jan 2023 | ₱795.1b | ₱450.7b | ₱75.0b | 18.1x | 10.6x | 1.8x |
| Fri, 09 Dec 2022 | ₱846.5b | ₱450.7b | ₱75.0b | 17.2x | 11.3x | 1.9x |
| Sun, 06 Nov 2022 | ₱808.9b | ₱448.9b | ₱73.9b | 14.1x | 10.9x | 1.8x |
| Tue, 04 Oct 2022 | ₱733.3b | ₱445.6b | ₱69.2b | 14.4x | 10.6x | 1.6x |
| Thu, 01 Sep 2022 | ₱821.1b | ₱445.6b | ₱69.2b | 18.6x | 11.9x | 1.8x |
| Sat, 30 Jul 2022 | ₱835.9b | ₱436.2b | ₱67.1b | 22x | 12.5x | 1.9x |
| Mon, 27 Jun 2022 | ₱842.0b | ₱436.2b | ₱67.1b | 21.4x | 12.6x | 1.9x |
| Wed, 25 May 2022 | ₱1.1t | ₱435.8b | ₱63.7b | 28.9x | 16.8x | 2.5x |
| Fri, 22 Apr 2022 | ₱1.1t | ₱429.5b | ₱49.2b | 46.7x | 22.6x | 2.6x |
| Sun, 20 Mar 2022 | ₱1.0t | ₱427.6b | ₱48.8b | 46.3x | 20.9x | 2.4x |
Price to Earnings Ratio
20.9x
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 13.7x.
- 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 7.2% per year over the last three years.
- Revenues for these companies have grown 2.3% 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 | 0.50% | |
| Telecom | -3.18% | |
| Media | 0.98% | |
| Telecom Services and Carriers | -2.83% | |
| Wireless Telecom | -3.43% | |
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 15.3x.
- Analysts are expecting annual earnings growth of 8.2%, 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 7.0% 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 | |
|---|---|---|---|---|---|
| GMA7 GMA Network | ₱6.09 | 1.7% +₱336.5m | -31.4% | PE14x | |
| ABS ABS-CBN | ₱4.78 | 2.8% +₱117.0m | 13.8% | PS0.3x | |
| TBGI Transpacific Broadband Group International | ₱0.13 | 0.8% +₱3.8m | -7.1% | PE245.7x |