Broker Revenue Forecasts For Wirtualna Polska Holding S.A. (WSE:WPL) Are Surging Higher
Nov 27
Polish (WIG) Telecom Sector Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies120
- 7D2.1%
- 3M16.0%
- 1Y-29.9%
- YTD-32.0%
Over the last 7 days, the Telecom industry has risen 2.1%, driven by gains from Cyfrowy Polsat of 6.7%. However, the industry is down 30% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | zł51.9b | zł33.7b | zł2.8b | 11.3x | 18.5x | 1.5x |
| Thu, 27 Oct 2022 | zł46.2b | zł33.4b | zł5.7b | 11.6x | 8.1x | 1.4x |
| Sat, 24 Sep 2022 | zł43.2b | zł33.2b | zł7.1b | 12x | 6.1x | 1.3x |
| Mon, 22 Aug 2022 | zł47.2b | zł33.3b | zł16.9b | 13.5x | 2.8x | 1.4x |
| Wed, 20 Jul 2022 | zł45.9b | zł32.9b | zł7.2b | 13.3x | 6.3x | 1.4x |
| Fri, 17 Jun 2022 | zł43.6b | zł32.8b | zł7.2b | 12.4x | 6x | 1.3x |
| Sun, 15 May 2022 | zł51.2b | zł32.6b | zł6.5b | 13.8x | 7.9x | 1.6x |
| Tue, 12 Apr 2022 | zł65.0b | zł34.0b | zł7.5b | 13.9x | 8.7x | 1.9x |
| Thu, 10 Mar 2022 | zł60.9b | zł33.7b | zł7.4b | 14.5x | 8.3x | 1.8x |
| Sat, 05 Feb 2022 | zł67.9b | zł33.4b | zł7.4b | 14.9x | 9.1x | 2x |
| Mon, 03 Jan 2022 | zł74.7b | zł33.4b | zł7.4b | 17.5x | 10x | 2.2x |
| Wed, 01 Dec 2021 | zł74.2b | zł33.3b | zł7.4b | 17.9x | 10.1x | 2.2x |
| Fri, 29 Oct 2021 | zł75.6b | zł34.2b | zł4.5b | 19.9x | 16.7x | 2.2x |
| Sun, 26 Sep 2021 | zł76.9b | zł34.0b | zł3.1b | 19.2x | 24.7x | 2.3x |
| Tue, 24 Aug 2021 | zł77.2b | zł33.9b | zł3.1b | 20.6x | 24.7x | 2.3x |
| Wed, 30 Jun 2021 | zł73.4b | zł33.9b | zł3.1b | 20.6x | 23.5x | 2.2x |
| Sat, 03 Apr 2021 | zł74.4b | zł33.1b | zł2.7b | 25.6x | 27.6x | 2.2x |
| Tue, 05 Jan 2021 | zł78.9b | zł31.4b | zł3.0b | 24.4x | 26.7x | 2.5x |
| Fri, 09 Oct 2020 | zł85.6b | zł29.7b | zł1.9b | 26.5x | 45.9x | 2.9x |
| Thu, 02 Jul 2020 | zł81.1b | zł29.6b | zł1.9b | 24.9x | 43.7x | 2.7x |
| Sun, 05 Apr 2020 | zł62.6b | zł29.6b | zł1.7b | 20.4x | 37.9x | 2.1x |
| Wed, 08 Jan 2020 | zł65.3b | zł29.3b | zł1.7b | 21.2x | 38.2x | 2.2x |
Price to Earnings Ratio
41x
Current Industry PE
- Investors are pessimistic on the Polish 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 18.5x which is lower than its 3-year average PE of 25.7x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 23% per year over the last three years.
- Revenues for these companies have grown 5.2% 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 Polish Telecom sector?
| PL Market | 2.04% | |
| Telecom | 2.07% | |
| Media | 5.90% | |
| Telecom Services and Carriers | 4.67% | |
| Wireless Telecom | 0% | |
| Entertainment | -0.32% | |
| Interactive Media and Services | -1.44% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 50.8x.
- Analysts are expecting annual earnings growth of 29.7%, which is higher than its past year's earnings growth of 17.9% per year.
- Investors are most pessimistic about the Media industry, which is trading close to its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Interactive Media and Services 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 | |
|---|---|---|---|---|---|
| CPS Cyfrowy Polsat | zł18.70 | 4.1% +zł466.9m | -45.1% | PE11.1x | |
| OPL Orange Polska | zł6.82 | 4.3% +zł367.5m | -18.4% | PE18.2x | |
| TEN Ten Square Games | zł134.00 | 28.1% +zł213.6m | -62.4% | PE10.8x | |
| HUG Huuuge | zł23.74 | 4.6% +zł62.2m | -18.1% | PE9.4x | |
| 11B 11 bit studios | zł524.00 | 4.8% +zł57.1m | 7.1% | PE39.9x |
