Here's Why Przedsiebiorstwa Telekomunikacyjnego TELGAM (WSE:TLG) Has Caught The Eye Of Investors
Mar 27
Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedApr 19, 2024
DataAggregated Company Financials
Companies10
- 7D-3.5%
- 3M-4.1%
- 1Y14.2%
- YTD-1.3%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 3.7%, driven by Orange Polska declining 4.5%. In the past year, the industry has gained 17%. Looking forward, earnings are forecast to grow by 9.8% annually.
Industry Valuation and Performance
Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Apr 2024 | zł12.0b | zł13.6b | zł875.7m | 18.2x | 13.7x | 0.9x |
| Sun, 17 Mar 2024 | zł12.5b | zł13.6b | zł862.9m | 17.6x | 14.5x | 0.9x |
| Tue, 13 Feb 2024 | zł13.1b | zł13.5b | zł959.5m | 20x | 13.6x | 1x |
| Thu, 11 Jan 2024 | zł12.4b | zł13.5b | zł959.7m | 28.7x | 12.9x | 0.9x |
| Sat, 09 Dec 2023 | zł12.3b | zł13.5b | zł959.4m | 26.7x | 12.8x | 0.9x |
| Mon, 06 Nov 2023 | zł11.8b | zł13.5b | zł953.8m | 14x | 12.4x | 0.9x |
| Wed, 04 Oct 2023 | zł11.0b | zł13.5b | zł909.8m | 14x | 12.1x | 0.8x |
| Fri, 01 Sep 2023 | zł10.6b | zł13.5b | zł899.4m | 17.2x | 11.8x | 0.8x |
| Sun, 30 Jul 2023 | zł11.0b | zł13.5b | zł896.3m | 14.2x | 12.3x | 0.8x |
| Tue, 27 Jun 2023 | zł10.6b | zł13.3b | zł900.3m | 13.6x | 11.8x | 0.8x |
| Thu, 25 May 2023 | zł10.8b | zł13.3b | zł900.3m | 14.9x | 12x | 0.8x |
| Sat, 22 Apr 2023 | zł10.3b | zł13.1b | zł757.9m | 15.1x | 13.6x | 0.8x |
| Mon, 20 Mar 2023 | zł9.4b | zł13.1b | zł752.1m | 14x | 12.5x | 0.7x |
| Wed, 15 Feb 2023 | zł9.8b | zł12.9b | zł516.7m | 17.6x | 19x | 0.8x |
| Fri, 13 Jan 2023 | zł10.0b | zł12.9b | zł517.4m | 11.1x | 19.3x | 0.8x |
| Sun, 11 Dec 2022 | zł8.8b | zł12.9b | zł519.3m | 13.5x | 17x | 0.7x |
| Tue, 08 Nov 2022 | zł8.9b | zł12.8b | zł529.9m | 10.9x | 16.8x | 0.7x |
| Thu, 06 Oct 2022 | zł8.0b | zł12.6b | zł1.9b | 9.1x | 4.2x | 0.6x |
| Sat, 03 Sep 2022 | zł8.4b | zł12.6b | zł1.9b | 12.8x | 4.4x | 0.7x |
| Mon, 01 Aug 2022 | zł8.6b | zł12.6b | zł1.9b | 9.9x | 4.4x | 0.7x |
| Wed, 29 Jun 2022 | zł8.8b | zł12.5b | zł1.8b | 10x | 4.9x | 0.7x |
| Fri, 27 May 2022 | zł8.9b | zł12.5b | zł1.8b | 10.2x | 4.9x | 0.7x |
| Sun, 24 Apr 2022 | zł10.2b | zł12.4b | zł1.7b | 11x | 5.9x | 0.8x |
| Tue, 22 Mar 2022 | zł11.2b | zł12.4b | zł1.7b | 10.5x | 6.5x | 0.9x |
| Thu, 17 Feb 2022 | zł11.7b | zł12.3b | zł1.8b | 14.9x | 6.7x | 1x |
| Sat, 15 Jan 2022 | zł12.0b | zł12.3b | zł1.8b | 14.9x | 6.8x | 1x |
| Mon, 13 Dec 2021 | zł11.1b | zł12.3b | zł1.8b | 13.4x | 6.3x | 0.9x |
| Wed, 10 Nov 2021 | zł13.4b | zł13.6b | zł1.8b | 15.3x | 7.5x | 1x |
| Fri, 08 Oct 2021 | zł14.0b | zł13.5b | zł263.8m | 22.7x | 53x | 1x |
| Sun, 05 Sep 2021 | zł14.0b | zł13.5b | zł263.9m | 23.6x | 53x | 1x |
| Tue, 03 Aug 2021 | zł13.2b | zł13.5b | zł263.9m | 21.4x | 49.9x | 1x |
| Fri, 07 May 2021 | zł11.9b | zł13.3b | zł201.7m | 25x | 59.1x | 0.9x |
Price to Earnings Ratio
59.1x
Current Industry PE
- Investors are pessimistic on the Polish Telecom 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 13.8x which is lower than its 3-year average PE of 17.7x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 63% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Polish Telecom industry?
| PL Market | -1.23% | |
| Telecom | -4.32% | |
| Telecom Services and Carriers | -3.47% | |
| Alternative Carriers | -0.91% | |
| Integrated Telecom Services | -3.49% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 20.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading below its 3-year average of 18.0x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 9.8% over the next 5 years.
- However this is lower than its past earnings growth rate of 74% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 9.8% 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 | |
|---|---|---|---|---|---|
| CBF Cyber_Folks | zł113.00 | 5.6% +zł84.9m | 121.6% | PE31.5x | |
| YRL yarrl | zł5.85 | 11.4% +zł4.2m | 6.4% | PS1.9x | |
| ECL easyCALL.pl | zł3.88 | 18.3% +zł834.8k | -18.8% | PB2.6x | |
| TLG Przedsiebiorstwa Telekomunikacyjnego TELGAM | zł0.49 | 3.8% +zł633.6k | 32.8% | PE38.9x |
