Polskie Towarzystwo Wspierania Przedsiebiorczosci (WSE:PTW) Has Announced That Its Dividend Will Be Reduced To PLN4.69
Jun 29
Polish (WIG) Media Industry Analysis
UpdatedJun 29, 2024
DataAggregated Company Financials
Companies19
- 7D0.2%
- 3M9.9%
- 1Y-21.3%
- YTD-1.5%
Over the last 7 days, the Media industry has remained flat, although notably Polskie Towarzystwo Wspierania Przedsiebiorczosci gained 16%. Unfortunately though, the industry is down 22% over the past 12 months. Earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the Polish Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Jun 2024 | zł9.5b | zł16.3b | zł530.8m | 10.9x | 17.8x | 0.6x |
| Tue, 28 May 2024 | zł10.5b | zł16.3b | zł546.0m | 11.5x | 19.1x | 0.6x |
| Thu, 25 Apr 2024 | zł8.1b | zł16.0b | zł456.5m | 8.8x | 17.8x | 0.5x |
| Sat, 23 Mar 2024 | zł8.5b | zł15.8b | zł520.3m | 9.3x | 16.3x | 0.5x |
| Mon, 19 Feb 2024 | zł8.9b | zł15.7b | zł437.5m | 12.6x | 20.5x | 0.6x |
| Wed, 17 Jan 2024 | zł9.0b | zł15.7b | zł429.9m | 13.2x | 20.9x | 0.6x |
| Fri, 15 Dec 2023 | zł9.9b | zł15.6b | zł420.2m | 12.8x | 23.5x | 0.6x |
| Sun, 12 Nov 2023 | zł9.2b | zł15.6b | zł420.0m | 10.5x | 21.8x | 0.6x |
| Tue, 10 Oct 2023 | zł8.9b | zł15.4b | zł535.9m | 10.7x | 16.7x | 0.6x |
| Thu, 07 Sep 2023 | zł10.9b | zł15.5b | zł543.3m | 9.8x | 20x | 0.7x |
| Sat, 05 Aug 2023 | zł11.9b | zł15.3b | zł818.8m | 10.5x | 14.5x | 0.8x |
| Mon, 03 Jul 2023 | zł12.1b | zł15.3b | zł818.8m | 10.9x | 14.7x | 0.8x |
| Wed, 31 May 2023 | zł12.0b | zł15.3b | zł812.0m | 9.9x | 14.8x | 0.8x |
| Fri, 28 Apr 2023 | zł12.5b | zł15.0b | zł900.8m | 10.2x | 13.9x | 0.8x |
| Sun, 26 Mar 2023 | zł11.5b | zł14.9b | zł1.1b | 9.4x | 10.7x | 0.8x |
| Tue, 21 Feb 2023 | zł12.8b | zł14.9b | zł1.1b | 10.1x | 11.3x | 0.9x |
| Thu, 19 Jan 2023 | zł13.4b | zł14.9b | zł1.1b | 8x | 11.8x | 0.9x |
| Sat, 17 Dec 2022 | zł12.2b | zł14.8b | zł1.1b | 8.1x | 10.8x | 0.8x |
| Mon, 14 Nov 2022 | zł13.2b | zł14.5b | zł4.1b | 6.4x | 3.2x | 0.9x |
| Wed, 12 Oct 2022 | zł11.7b | zł14.5b | zł4.1b | 6.3x | 2.9x | 0.8x |
| Fri, 09 Sep 2022 | zł13.2b | zł14.5b | zł4.1b | 6.4x | 3.2x | 0.9x |
| Sun, 07 Aug 2022 | zł13.5b | zł14.3b | zł4.3b | 7.5x | 3.1x | 0.9x |
| Tue, 05 Jul 2022 | zł15.3b | zł14.3b | zł4.3b | 8.3x | 3.5x | 1.1x |
| Thu, 02 Jun 2022 | zł15.6b | zł14.3b | zł4.3b | 7.8x | 3.6x | 1.1x |
| Sat, 30 Apr 2022 | zł16.7b | zł14.2b | zł4.4b | 12.8x | 3.8x | 1.2x |
| Mon, 28 Mar 2022 | zł19.4b | zł14.2b | zł4.4b | 10.8x | 4.5x | 1.4x |
| Wed, 23 Feb 2022 | zł20.4b | zł14.2b | zł4.4b | 12.5x | 4.7x | 1.4x |
| Fri, 21 Jan 2022 | zł22.5b | zł14.2b | zł4.4b | 12.8x | 5.2x | 1.6x |
| Sun, 19 Dec 2021 | zł23.8b | zł14.2b | zł4.4b | 13.1x | 5.4x | 1.7x |
| Tue, 16 Nov 2021 | zł23.7b | zł14.1b | zł4.4b | 15.5x | 5.4x | 1.7x |
| Thu, 14 Oct 2021 | zł24.9b | zł14.0b | zł1.5b | 13.8x | 16.1x | 1.8x |
| Sat, 11 Sep 2021 | zł23.9b | zł14.0b | zł1.5b | 14.9x | 15.6x | 1.7x |
| Mon, 09 Aug 2021 | zł23.0b | zł14.0b | zł1.5b | 13.5x | 15x | 1.6x |
Price to Earnings Ratio
13.4x
Current Industry PE
- Investors are optimistic on the Polish Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.8x which is higher than its 3-year average PE of 12.0x.
- The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 30% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.1% 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 industry?
| PL Market | 1.96% | |
| Telecom | -0.71% | |
| Media | 0.15% | |
| Publishing | 1.87% | |
| Broadcasting | 0.53% | |
| Cable and Satellite | 0% | |
| Advertising | -0.52% | |
Industry PE
- Investors are most optimistic about the Publishing industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Broadcasting industry, which is trading close to its 3-year average of 6.4x.
Forecasted Growth
- Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 47% per year.
- In contrast, the Advertising industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| PTW Polskie Towarzystwo Wspierania Przedsiebiorczosci | zł70.00 | 16.7% +zł12.4m | 17.6% | PE21.9x | |
| IMS IMS | zł4.62 | 5.2% +zł7.8m | 55.0% | n/a | |
| LRQ Larq | zł2.18 | 9.0% +zł2.4m | 66.4% | PE2.2x | |
| KPL Kino Polska TV Spolka Akcyjna | zł17.80 | 0.6% +zł2.0m | 18.7% | PE6.2x | |
| GME Gremi Media | zł53.50 | 1.9% +zł1.8m | -48.1% | PE17.8x |
