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Jul 23
Polish (WIG) Telecom Sector Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies117
- 7D-0.6%
- 3M11.5%
- 1Y-10.8%
- YTD6.4%
Last week, the Telecom industry hasn't moved much but Artifex Mundi is up 7.0% in that time. As for the longer term, the industry has declined 11% in the last year. Looking forward, earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the Polish Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | zł50.3b | zł36.3b | zł2.5b | 15.8x | 20.2x | 1.4x |
| Sun, 23 Jun 2024 | zł49.1b | zł36.4b | zł2.5b | 16.1x | 19.5x | 1.3x |
| Tue, 21 May 2024 | zł51.7b | zł36.0b | zł2.4b | 16.8x | 21.5x | 1.4x |
| Thu, 18 Apr 2024 | zł44.6b | zł35.7b | zł2.5b | 16x | 17.9x | 1.2x |
| Sat, 16 Mar 2024 | zł46.3b | zł43.7b | zł4.8b | 17.3x | 9.6x | 1.1x |
| Mon, 12 Feb 2024 | zł47.5b | zł35.2b | zł2.5b | 18.8x | 19.4x | 1.3x |
| Wed, 10 Jan 2024 | zł47.7b | zł35.4b | zł2.4b | 20x | 19.6x | 1.3x |
| Fri, 08 Dec 2023 | zł47.7b | zł35.4b | zł2.4b | 18.5x | 19.6x | 1.3x |
| Sun, 05 Nov 2023 | zł49.1b | zł34.9b | zł2.5b | 18.2x | 19.8x | 1.4x |
| Tue, 03 Oct 2023 | zł50.0b | zł35.0b | zł2.5b | 18.2x | 20.3x | 1.4x |
| Thu, 31 Aug 2023 | zł53.5b | zł35.0b | zł2.4b | 19x | 21.9x | 1.5x |
| Sat, 29 Jul 2023 | zł56.9b | zł34.9b | zł2.8b | 15.6x | 20.6x | 1.6x |
| Mon, 26 Jun 2023 | zł54.9b | zł34.8b | zł2.8b | 16.9x | 19.8x | 1.6x |
| Wed, 24 May 2023 | zł52.8b | zł34.7b | zł2.7b | 15.8x | 19.8x | 1.5x |
| Fri, 21 Apr 2023 | zł50.8b | zł34.2b | zł2.8b | 15.1x | 18.4x | 1.5x |
| Sun, 19 Mar 2023 | zł50.2b | zł34.0b | zł3.1b | 14.6x | 16.3x | 1.5x |
| Tue, 14 Feb 2023 | zł51.6b | zł33.8b | zł2.9b | 13.9x | 18.1x | 1.5x |
| Thu, 12 Jan 2023 | zł52.7b | zł33.8b | zł2.9b | 12.3x | 18.5x | 1.6x |
| Sat, 10 Dec 2022 | zł49.4b | zł33.8b | zł2.9b | 11.2x | 17.3x | 1.5x |
| Mon, 07 Nov 2022 | zł50.2b | zł33.4b | zł5.7b | 12x | 8.8x | 1.5x |
| Wed, 05 Oct 2022 | zł45.1b | zł33.2b | zł7.1b | 11.5x | 6.3x | 1.4x |
| Fri, 02 Sep 2022 | zł43.8b | zł33.4b | zł16.9b | 13x | 2.6x | 1.3x |
| Sun, 31 Jul 2022 | zł45.7b | zł33.0b | zł7.4b | 13.9x | 6.2x | 1.4x |
| Tue, 28 Jun 2022 | zł47.1b | zł32.8b | zł7.2b | 12.2x | 6.5x | 1.4x |
| Thu, 26 May 2022 | zł49.4b | zł32.7b | zł6.5b | 13.8x | 7.6x | 1.5x |
| Sat, 23 Apr 2022 | zł56.3b | zł32.5b | zł6.6b | 13.8x | 8.6x | 1.7x |
| Mon, 21 Mar 2022 | zł64.1b | zł33.7b | zł7.4b | 14.4x | 8.7x | 1.9x |
| Wed, 16 Feb 2022 | zł67.7b | zł33.4b | zł7.4b | 15.2x | 9.1x | 2x |
| Fri, 14 Jan 2022 | zł74.4b | zł33.4b | zł7.4b | 18.5x | 10x | 2.2x |
| Sun, 12 Dec 2021 | zł72.3b | zł33.4b | zł7.4b | 17.5x | 9.7x | 2.2x |
| Tue, 09 Nov 2021 | zł75.7b | zł34.2b | zł4.5b | 20.4x | 16.7x | 2.2x |
| Thu, 07 Oct 2021 | zł79.1b | zł34.0b | zł3.0b | 20.4x | 26.4x | 2.3x |
| Sat, 04 Sep 2021 | zł79.6b | zł33.9b | zł3.1b | 21x | 25.5x | 2.3x |
| Mon, 02 Aug 2021 | zł76.1b | zł33.9b | zł3.1b | 20.6x | 24.4x | 2.2x |
Price to Earnings Ratio
24.4x
Current Industry PE
- Investors are optimistic on the Polish Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.8x which is higher than its 3-year average PE of 15.7x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 7.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.3% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Polish Telecom sector?
| PL Market | -2.84% | |
| Telecom | -0.57% | |
| Media | 7.60% | |
| Wireless Telecom | 0% | |
| Telecom Services and Carriers | -0.70% | |
| Entertainment | -2.64% | |
| Interactive Media and Services | -7.08% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 31.0x.
- Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 16.4% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading close to its 3-year average of 14.4x.
Forecasted Growth
- Analysts are most optimistic on the Media industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 7.8% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| ART Artifex Mundi | zł23.00 | 7.0% +zł17.8m | 55.9% | PE9.7x | |
| RND Render Cube | zł150.50 | 6.0% +zł9.1m | -36.2% | PE16.5x | |
| PTW Polskie Towarzystwo Wspierania Przedsiebiorczosci | zł73.00 | 7.4% +zł6.2m | 28.1% | PE22.8x | |
| BLO Bloober Team | zł22.90 | 1.3% +zł5.8m | 0.7% | PE29.5x | |
| CLA Console Labs | zł13.80 | 35.3% +zł4.2m | 7.8% | n/a |
